1848 FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- 1848 FOUNDATION (EIN 06-6302129)
- Tax period
- 2024-04-01 to 2025-03-31
- Filed
- 2026-02-12
- IRS object ID
- 202620439349101257
- Schema version
- 2024v5.5
- 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 Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Decreases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-02-12T13:33:02-06:00 | ReturnTs |
| Tax Period End | 2025-03-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 873707167 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBIZ ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4 MANHATTANVILLE ROAD SUITE 402 | AddressLine1Txt |
| City | PURCHASE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10577 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 066302129 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 1848 FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | 1848 | BusinessNameControlTxt |
| Phone | 9145249000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 61 EAST 11TH STREET 10TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10003 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALAN RITTER | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 9145249000 | PhoneNum |
| Signature | 2026-01-29 | 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 | MARC KOPPELMAN | PreparerPersonNm |
| PTIN | P00845059 | PTIN |
| Phone | 9145249000 | PhoneNum |
| Preparation | 2026-01-29 | 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 | $9,436,304 | 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 | $179,863 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $179,863 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $734,628 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,711,524 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $734,628 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $914,491 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $914,491 | 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 |
| Accounting Fees Rev And Expnss | $72,600 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $14,520 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $58,080 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $121,059 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $73,539 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $47,520 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $589 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $589 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $194,248 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $88,648 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $105,600 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $294,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $294,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $488,498 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $88,648 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $399,850 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $425,993 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $825,843 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $199,934 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $103,655 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $103,655 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $949,149 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,767,980 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,767,980 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $7,625,205 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,655,067 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,655,067 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $613,798 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $909,602 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $909,602 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $9,388,086 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,436,304 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,436,304 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $9,388,086 | RetainedEarningBOYAmt |
| Retained Earning EOY | $9,436,304 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,388,086 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,436,304 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,388,086 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,436,304 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,388,086 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $425,993 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $9,814,079 | SubtotalAmt |
| Other Decreases | $377,775 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $9,436,304 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| PUBLICLY TRADED STOCK | P | 2025-03-31 | $2,621,601 | $1,976,896 | $644,705 | $644,705 |
| CAPITAL GAINS DIVIDENDS | P | $89,923 | $89,923 | $89,923 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $734,628 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $11,479 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $11,479 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $11,479 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $27,867 | 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 | $27,867 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $16,388 | OverpaymentAmt |
| Applied To ES Tax | $16,388 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | CT | 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 |
| Individual With Books | MARC R KOPPELMAN CPA CBIZ ADVISO | IndividualWithBooksNm |
| Phone | 9145249000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4 MANHATTANVILLE ROAD SUITE 402 | AddressLine1Txt |
| City | PURCHASE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10577 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| ALAN I RITTER | ||||||||
| 20 EAST 9TH STREET NO 23E | NEW YORK | NY | 10003 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| BECKY HUBBERT | ||||||||
| 61 EAST 11TH STREET 10TH FL | NEW YORK | NY | 10003 | TREASURER | 1.00 | $0 | $0 | $0 |
| EILEEN S SILVERSTEIN | ||||||||
| 20 EAST 9TH STREET NO 23E | NEW YORK | NY | 10003 | SECRETARY | 1.00 | $0 | $0 | $0 |
| JONATHAN RITTER | ||||||||
| 61 EAST 11TH STREET 10TH FL | NEW YORK | NY | 10003 | VICE-PRESIDENT | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CBIZ ADVISORS LLC | |||||
| 4 MANHATTANVILLE ROAD STE 402 | PURCHASE | NY | 10577 | ACCOUNTING | $72,600 |
| UBS FINANCIAL SERVICES INC | |||||
| ONE STATE STREET SUITE 1600 | HARTFORD | CT | 061033102 | INVESTMENT ADVISORY | $61,659 |
| CBIZ ADVISORS LLC | |||||
| 4 MANHATTANVILLE ROAD STE 402 | PURCHASE | NY | 10577 | BOOKKEEPING | $59,400 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $9,470,844 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $232,684 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,703,528 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $9,703,528 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $145,553 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,557,975 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $477,899 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $477,899 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $11,479 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $11,479 | TotalTaxAmt |
| Distributable Before Adj | $466,420 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $466,420 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $466,420 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $399,850 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $399,850 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $466,420 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $53,218 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $399,850 | QualifyingDistributionsAmt |
| Applied To Year1 | $53,218 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $346,632 | 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 | $119,788 | 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) |
|---|---|---|
| Contributing Manager | ALAN I RITTER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| CENTER FOR CHILDREN'S ADVOCACY | ||||||
| 65 ELIZABETH STREET | HARTFORD | CT | 06105 | PC | TO FURTHER DONEE'S CHARITABLE PURPOSE | $50,000 |
| CENTER FOR CONSTITUTIONAL RIGHTS | ||||||
| 666 BROADWAY 7TH FLOOR | NEW YORK | NY | 10012 | PC | TO FURTHER DONEE'S CHARITABLE PURPOSE | $50,000 |
| CENTER FOR NEW AMERICAN MEDIA | ||||||
| 59 PROSPECT PLACE | BROOKLYN | NY | 11217 | PC | TO FURTHER DONEE'S CHARITABLE PURPOSE | $3,000 |
| COMPASSION AND CHOICES | ||||||
| 244 5TH AVENUE | NEW YORK | NY | 10001 | PC | TO FURTHER DONEE'S CHARITABLE PURPOSE | $25,000 |
| DISSENT | ||||||
| PO BOX 3000 | DENVILLE | NJ | 07834 | PC | TO FURTHER DONEE'S CHARITABLE PURPOSE | $15,000 |
| NATIONAL NETWORK OF ABORTION FUNDS | ||||||
| 9450 SW GEMINI DR PMB 16009 | BEAVERTON | OR | 97008 | PC | TO FURTHER DONEE'S CHARITABLE PURPOSE | $25,000 |
| NEW YORK LIFE CIVIL LIBERTIES UNION | ||||||
| 125 BROAD STREET 19TH FLOOR | NEW YORK | NY | 10004 | PC | TO FURTHER DONEE'S CHARITABLE PURPOSE | $50,000 |
| NEW YORK UNIVERSITY - DEPT OF ART HISTORY | ||||||
| 100 WASHINGTON SQ EAST RM 303 | NEW YORK | NY | 10003 | PC | TO FURTHER DONEE'S CHARITABLE PURPOSE | $1,250 |
| PLANNED PARENTHOOD OF NEW YORK | ||||||
| 26 BLEEKER STREET | NEW YORK | NY | 10012 | PC | TO FURTHER DONEE'S CHARITABLE PURPOSE | $50,000 |
| SOUTHERN CENTER FOR HUMAN RIGHTS | ||||||
| 83 POPLAR ST NW | ATLANTA | GA | 30303 | PC | TO FURTHER DONEE'S CHARITABLE PURPOSE | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $294,250 | 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 | $179,863 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $734,628 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $914,491 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $914,491 | 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 & TAX PREPARATION SERVICES - CBIZ ADVISORS, LLC | CategoryTxt |
| Amt | $72,600 | Amt |
| Net Investment Income | $14,520 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $58,080 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (33 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 10000 SHS J P MORGAN CHASE & CO 03.702% | $9,610 | $9,610 |
| 16000 SHS MIDAMERICAN ENERGY CO 03.65% | $15,500 | $15,500 |
| 24000 SHS SUNTRUST BANKS ATLANTA 03.300% | $23,652 | $23,652 |
| 17000 SHS ECOLAB INC 04.800% | $17,179 | $17,179 |
| 26000 SHS NATIONAL RURAL UTILS COOP 03.40% 020728 | $25,307 | $25,307 |
| 35000 SHS JP MORGAN CHASE & CO B/E 4.452% | $34,726 | $34,726 |
| 2000 SHS SUNTRUST BANKS INC 04.050% | $1,993 | $1,993 |
| 36000 SHS MASTERCARD INC B/E 03.350% | $34,206 | $34,206 |
| 35000 SHS COCA-COLA B/E 03.45% | $33,577 | $33,577 |
| 27000 SHS DUKE ENERGY FLORIDA LLC 2.538% | $16,758 | $16,758 |
| 45000 SHS BK OF AMER CORP B/E 4.271% | $44,400 | $44,400 |
| 30000 SHS JOHNSON & JOHNSON COM 2.45% | $29,528 | $29,528 |
| 30000 SHS NORTHERN TRUST CORP 01.950% | $26,411 | $26,411 |
| 30000 SHS ST STREET CORP B/E 04.164% | $28,453 | $28,453 |
| 30000 SHS U.S. BANCORP NTS 02.215% | $28,785 | $28,785 |
| 46000 SHS AMER EXPRESS CO NTS 02.550% | $44,443 | $44,443 |
| 32000 SHS WALT DISNEY CO 1.850 | $31,004 | $31,004 |
| 33000 SHS GOLDMAN SACHS GROUP INC 3.800% | $31,528 | $31,528 |
| 53000 SHS TEXAS INSTRUMENTS INC 01.900% | $45,427 | $45,427 |
| 54000 SHS PUBLIC SERVICE CO OF COLORADO 01.875% | $45,514 | $45,514 |
| 58000 SHS ALABAMA POWER CO 03.050% | $51,728 | $51,728 |
| 8000 SHS VISA B/E 2.050% | $7,171 | $7,171 |
| 36000 SHS ONCOR ELEC DELIVERY CO 03.700% | $35,064 | $35,064 |
| 27000 SHS ALLSTATE CORP NTS B/E 00.750% | $26,301 | $26,301 |
| 50000 SHS PNC FINL SERV GRP INC 2.550% | $45,236 | $45,236 |
| 48000 SHS BK OF NY MELLON CORP 05.188% | $48,207 | $48,207 |
| 44000 SHS CISCO SYSTEMS INC 05.100% | $44,486 | $44,486 |
| 7000 SHS ECOLAB INC 02.125% | $5,921 | $5,921 |
| 15000 SHS GOLDMAN SACHS GROUP INC 02.600% | $13,576 | $13,576 |
| 20000 SHS NORTHERN TRUST CORP NTS 03.150% | $19,072 | $19,072 |
| 16000 SHS STATE STREET CORP B/E 04.421% | $15,479 | $15,479 |
| 16000 SHS US BANCORP B/E 03.900% | $15,745 | $15,745 |
| 14000 SHS WALT DISNEY CP/THE 02.950% | $13,615 | $13,615 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (88 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 111 SHS UNION PACIFIC CORP | $26,223 | $26,223 |
| 701 SHS RTX CORP FKA RAYTHEON CO NEW | $92,854 | $92,854 |
| 951 SHS AMAZON | $180,937 | $180,937 |
| 1049 SHS GOOGLE INC CL A - ALPHABET INC CL A | $162,217 | $162,217 |
| 117 SHS LINDE PLC NEW | $54,480 | $54,480 |
| 88 SHS BERKSHIRE HATHAWAY INC | $46,867 | $46,867 |
| 679 SHS NEXTERA ENERGY INC | $48,134 | $48,134 |
| 135 SHS AUTOMATIC DATA PROCESSING INC | $41,247 | $41,247 |
| 93 SHS THERMO FISHER SCIENTIFIC INC | $46,277 | $46,277 |
| 137 SHS ADOBE SYSTEMS INC | $52,544 | $52,544 |
| 155 SHS MCDONALDS CORP | $48,417 | $48,417 |
| 164 SHS CHUBB LTD | $49,526 | $49,526 |
| 72 SHS REPUBLIC SERVICES INC DE | $17,436 | $17,436 |
| 1134 SHS COCA COLA CO COM | $81,217 | $81,217 |
| 427 SHS NEXTERA ENERGY INC COM DE | $30,270 | $30,270 |
| 1149 SHS CONOCOPHILLIPS | $120,668 | $120,668 |
| 19493 SHS KEELEY SMALL CAP DIVIDEND VALUE FUND | $306,424 | $306,424 |
| 145 SHS UNITEDHEALTH GROUP | $75,944 | $75,944 |
| 20000 SHS KEYCORP STUDENT LN TR 2004-A SER 2004-A | $2,203 | $2,203 |
| 204 SHS MARSH & MCLENNAN COS INC | $49,782 | $49,782 |
| 210 SHS ABBIVE INC COM | $43,999 | $43,999 |
| 48 SHS MCKEESON CORP | $32,304 | $32,304 |
| 1189 SHS APPLE INC. | $264,113 | $264,113 |
| 207 SHS PROCTER & GAMBLE CO | $35,277 | $35,277 |
| 232 SHS ANALOG DEVICES INC | $46,787 | $46,787 |
| 353 SHS ABBOTT LABS | $46,825 | $46,825 |
| 240 SHS PROLOGIS INC COM | $26,830 | $26,830 |
| 157 SHS LINDE PLC EUR | $73,105 | $73,105 |
| 143 SHS HOME DEPOT INC | $52,408 | $52,408 |
| 254 SHS JPMORGAN CHASE & CO DE | $62,306 | $62,306 |
| 260 SHS EXXON MOBIL CORP | $30,922 | $30,922 |
| 223 SHS JOHNSON & JOHNSON COM | $36,982 | $36,982 |
| 163 SHS TRAVELERS COS INC | $43,107 | $43,107 |
| 153 SHS UNION PACIFIC CORP | $36,145 | $36,145 |
| 280 SHS PHILLIPS 66 | $22,473 | $22,473 |
| 2840 SHS AMERICAN FUNDS SMALL CAP WORLD FUND CL A | $178,831 | $178,831 |
| 331 SHS AMETEK INC | $56,978 | $56,978 |
| 302 SHS APPLE INC | $67,083 | $67,083 |
| 351 SHS MICROSOFT CORP | $131,762 | $131,762 |
| 3608 SHS AMERICAN FUNDS NEW PERSPECTIVE FUND | $219,743 | $219,743 |
| 3667 SHS AMERICAN FUNDS NEW WORLD FUND | $287,105 | $287,105 |
| 351 SHS RTX CORP FKA AYTHEN TECHNOLOGIES CORP | $46,493 | $46,493 |
| 263 SHS PNC FINANCIAL SERVICES GROUP | $46,228 | $46,228 |
| 72 SHS LOCKHEED MARTIN CORP | $32,163 | $32,163 |
| 267 SHS SALESFORCE.COM INC | $71,652 | $71,652 |
| 344 SHS JOHNSON & JOHNSON COM | $57,049 | $57,049 |
| 395 SHS AMERICAN TOWER CORP REIT DEL | $85,952 | $85,952 |
| 50 SHS BROADCOM INC | $83,715 | $83,715 |
| 513 SHS APPLIED MATERIALS INC | $74,447 | $74,447 |
| 4932 SHS AMERICAN FUNDS EURO PACIPIC GROWTH FUND | $271,663 | $271,663 |
| 480 SHS MICROSOFT CORP | $180,187 | $180,187 |
| 927 SHS WALMART INC | $81,381 | $81,381 |
| 387 SHS VISA INC CL A DE | $135,628 | $135,628 |
| 5821 SHS AMERICAN FUNDS CAPITAL WORLD GROWTH & INCOME FUND | $368,431 | $368,431 |
| 612 SHS EXXON MOBIL CORP | $72,785 | $72,785 |
| 97 SHS HOME DEPOT INC | $35,550 | $35,550 |
| 646 SHS COCA COLA CO | $46,267 | $46,267 |
| 66 SHS ACCENTURE PLC IRELAND CL A DE | $20,595 | $20,595 |
| 71 SHS UNITEDHEALTH GROUP INC | $37,186 | $37,186 |
| 342 SHS JPMORGAN CHASE & CO | $83,893 | $83,893 |
| 260 SHS EDWARDS LIFESCIENCES CORP | $18,845 | $18,845 |
| 75000 SHS FNMA PL 3% DUE 11/1/26 | $879 | $879 |
| 550 SHS ABBVIE INC COM | $115,236 | $115,236 |
| 401 SHS INTERCONTINENTAL EXCHANGE INC | $69,173 | $69,173 |
| 606 SHS EMERSON ELECTRIC CO | $66,442 | $66,442 |
| 408 SHS MERCK & CO INC | $36,622 | $36,622 |
| 49 SHS SERVICENOW INC | $39,011 | $39,011 |
| 1032 SHS RIO TINTO PLC SPON ADR | $62,003 | $62,003 |
| 1254 SHS WELLS FARGO & CO NEW | $90,025 | $90,025 |
| 236 SHS MORGAN STANLEY | $27,534 | $27,534 |
| 407 SHS ORACLE CORP | $56,903 | $56,903 |
| 425 SHS TAIWAN SEMICONDUCTOR MFG CO | $70,550 | $70,550 |
| 55 SHS TRANE TECHNOLOGIES PLC | $18,531 | $18,531 |
| 624 SHS TAIWAN SEMICONDUCTOR MFG CO | $103,584 | $103,584 |
| 370 SHS VANECK SEMICONDUCTOR | $78,244 | $78,244 |
| 1450 SHS AMERICAN FUNDS EUROPACIFIC GROWTH FUND CL F2 | $79,700 | $79,700 |
| 56 SHS BLACKROCK FNDG INC | $53,003 | $53,003 |
| 163 SHS LABCORP HOLDINGS INC | $37,937 | $37,937 |
| 59 SHS LILLY ELI & CO | $48,724 | $48,724 |
| 116 SHS MASTERCARD INC CL A | $63,582 | $63,582 |
| 188 SHS META PLATFORMS INC CL A | $108,356 | $108,356 |
| 1219 SHS NVIDIA CORP DE | $132,115 | $132,115 |
| 71 SHS AMER EXPRESS CO | $19,103 | $19,103 |
| 53 SHS BLACKROCK FNDG INC | $50,163 | $50,163 |
| 9 SHS EATON CORP PLC | $2,446 | $2,446 |
| 4 SHS KLA CORP | $2,719 | $2,719 |
| 76 SHS TEXAS INSTRUMENTS | $13,657 | $13,657 |
| 246 SHS TJX COS INC | $29,963 | $29,963 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,767,980 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,767,980 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS (LOSS) ON INVESTMENTS | Desc |
| Amt | $377,775 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BOOKKEEPING, VARIOUS PLANNING & RELATED ADVISORY SERVICES - CBIZ ADVS., LLC | $59,400 | $11,880 | $47,520 |
| INVESTMENT MANAGEMENT FEES - UBS FINANCIAL SERVICES, INC. | $61,659 | $61,659 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $589 | Amt |
| Net Investment Income | $589 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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