C A L FOUNDATION INC: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- C A L FOUNDATION INC (EIN 13-6083347)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-02-27
- IRS object ID
- 202610589349100811
- Schema version
- 2025v4.0
- 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 | 2026-02-27T13:49:43-06:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 133050313 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SACKS PRESS & LACHER PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 THIRD AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100161901 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136083347 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAL FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CALF | BusinessNameControlTxt |
| Phone | 2126826640 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO SACKS 600 THIRD AVE 2604 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10016 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LINDA HACKETT | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2126826640 | PhoneNum |
| Signature | 2026-02-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GARY D LACHER | PreparerPersonNm |
| PTIN | P00192831 | PTIN |
| Phone | 2126826640 | PhoneNum |
| Preparation | 2026-02-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | 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 | $11,001,260 | 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 | $74,517 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $74,517 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,076,742 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,724,867 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,076,742 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,151,259 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,151,259 | 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 | $3,750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,750 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $67,111 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $67,111 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $34,684 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,053 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $5,361 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,341 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $110,906 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $76,255 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $465,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $465,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $576,406 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $76,255 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $465,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $574,853 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,075,004 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $277,444 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $174,660 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $174,660 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $6,004,708 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,682,345 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $10,826,600 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $6,282,152 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,857,005 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,001,260 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $486,677 | CapitalStockBOYAmt |
| Capital Stock EOY | $486,677 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $5,795,475 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,370,328 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,282,152 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,857,005 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,282,152 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,857,005 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,282,152 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $574,853 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $6,857,005 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,857,005 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $4,724,867 | GrossSalesPriceAmt |
| Cost Or Other Basis | $3,648,125 | CostOrOtherBasisAmt |
| Gain Or Loss | $1,076,742 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $1,076,742 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,076,742 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $14,943 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $14,943 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $14,943 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $24,000 | 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 | $24,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $9,057 | OverpaymentAmt |
| Applied To ES Tax | $9,057 | 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 | 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 |
| Individual With Books | SACKS PRESS LACHER PC | IndividualWithBooksNm |
| Phone | 2126826640 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 THIRD AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10016 | 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 |
|---|---|---|---|---|---|---|---|---|
| LINDA HACKETT | ||||||||
| C/O SACKS 600 THIRD AVENUE | NEW YORK | NY | 10016 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| MELINDA HACKETT | ||||||||
| C/O SACKS 600 THIRD AVENUE | NEW YORK | NY | 10016 | VICE-PRES. | 2.00 | $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
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EDGEWOOD MANAGEMENT CO | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 STEAMBOAT RD | AddressLine1Txt |
| City | GREENWICH | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06830 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT ADVISORY | ServiceTypeTxt |
| Compensation | $67,111 | CompensationAmt |
| 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 | $10,629,757 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $232,586 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,862,343 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $10,862,343 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $162,935 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,699,408 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $534,970 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $534,970 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $14,943 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $14,943 | TotalTaxAmt |
| Distributable Before Adj | $520,027 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $520,027 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $520,027 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $465,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $465,500 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $520,027 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $13,459 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $57,569 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $69,054 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $40,125 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $126,358 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $306,565 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $465,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $465,500 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $54,527 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $54,527 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $252,038 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $252,038 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $16,501 | ExcessFromYear4Amt |
| Excess From Year3 | $69,054 | ExcessFromYear3Amt |
| Excess From Year2 | $40,125 | ExcessFromYear2Amt |
| Excess From Year1 | $126,358 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | LINDA HACKETT | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (47 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ACE | ||||||
| ONE DUPONT CIRCLE NW | WASHINGTON | DC | 20036 | PC | GENERAL PURPOSES | $5,000 |
| ANIMAL CARE CENTERS OF NYC | ||||||
| 11 PARK PLACE SUITE 805 | NEW YORK | NY | 10007 | PC | GENERAL PURPOSES | $1,000 |
| ANIMAL MEDICAL CENTER | ||||||
| 510 EAST 62 ST | NEW YORK | NY | 10065 | PC | GENERAL PURPOSES | $10,000 |
| ANIMAL RESCUE FUND | ||||||
| 1963 HOLLY BUSH ROAD | PELAHATCHIE | MS | 39145 | PC | GENERAL PURPOSES | $10,000 |
| ASPCA | ||||||
| 424 EAST 92ND STREET | NEW YORK | NY | 10128 | PC | GENERAL PURPOSES | $2,000 |
| BATHING CORPORATION OF SOUTHAMPTON SCHOLARSHIP FOUNDATION | ||||||
| PO BOX 1311 | SOUTHAMPTON | NY | 11969 | PC | SCHOLARSHIP | $1,000 |
| BIDAWEE | ||||||
| 118 OLD COUNTRY RD | WESTHAMPTON | NY | 11977 | PC | GENERAL PURPOSES | $2,000 |
| BOTTOMLESS CLOSET | ||||||
| 16 EAST 52 ST | NEW YORK | NY | 10022 | PC | GENERAL PURPOSES | $5,000 |
| CENTRAL PARK CONSERVANCY | ||||||
| 14 EAST 60TH STREET | NEW YORK | NY | 10022 | PC | GENERAL PURPOSES | $1,000 |
| CHILDRENS AID SOCIETY | ||||||
| 105 EAST 22ND STREET | NEW YORK | NY | 10010 | PC | GENERAL PURPOSES | $4,000 |
| CITIZENS COMMITTEE FOR CHILDREN | ||||||
| 14 WALL ST | NEW YORK | NY | 10005 | PC | GENERAL PURPOSES | $10,000 |
| CITY HARVEST | ||||||
| 575 8TH AVENUE 4TH FL | NEW YORK | NY | 10018 | PC | GENERAL PURPOSES | $7,500 |
| CITY MEALS ON WHEELS | ||||||
| 355 LEXINGTON AVENUE | NEW YORK | NY | 10017 | PC | GENERAL PURPOSES | $2,000 |
| EVELYN ALEXANDER WILDLIFE RESCUE CENTER | ||||||
| 228 W MONTAUK HIGHWAY | HAMPTON BAYS | NY | 11946 | PC | GENERAL PURPOSES | $12,500 |
| FOOD BANK FOR NEW YORK CITY | ||||||
| 39 BROADWAY | NEW YORK | NY | 10006 | PC | GENERAL PURPOSES | $20,000 |
| FOXCROFT SCHOOL | ||||||
| 22407 FOXHOUND LANE | MIDDLEBERG | VA | 20117 | PC | GENERAL PURPOSES | $1,000 |
| FRESH AIR FUND | ||||||
| 633 THIRD AVENUE 14TH FL | NEW YORK | NY | 10017 | PC | GENERAL PURPOSES | $2,000 |
| GAY MENS HEALTH CRISIS | ||||||
| 119 WEST 24TH STREET | NEW YORK | NY | 10011 | PC | GENERAL PURPOSES | $1,000 |
| GOD'S LOVE WE DELIVER | ||||||
| 166 6TH AVENUE | NEW YORK | NY | 10013 | PC | GENERAL PURPOSES | $2,000 |
| GROUP FOR THE EAST END | ||||||
| 54895 NY-25 | SOUTHOLD | NY | 11971 | PC | GENERAL PURPOSES | $1,000 |
| HALCYON FOUNDATION | ||||||
| 100 PARK AVENUE 20TH FLOOR | NEW YORK | NY | 10017 | PC | GENERAL PURPOSE | $110,000 |
| HEART OF THE HAMPTONS | ||||||
| 44 MEETING HOUSE LN | SOUTHAMPTON | NY | 11968 | PC | GENERAL PURPOSE | $22,000 |
| HORTICULTURAL SOCIETY OF NEW YORK | ||||||
| 148 WEST 37TH STREET 13TH FL | NEW YORK | NY | 10018 | PC | GENERAL PURPOSES | $1,000 |
| HUMANE SOCIETY OF NEW YORK | ||||||
| 306 EAST 59 ST | NEW YORK | NY | 10022 | PC | GENERAL PURPOSES | $5,000 |
| INTERNATIONAL CENTER OF PHOTOGRAPHY | ||||||
| 84 LUDLOW ST | NEW YORK | NY | 10002 | PC | GENERAL PURPOSE | $1,000 |
| INTERNATIONAL FUND FOR ANIMAL | ||||||
| 1400 16TH ST NW | WASHINGTON | DC | 20036 | PC | GENERAL PURPOSES | $2,000 |
| INT'L PRIMATE PROTECTION LEAGUE | ||||||
| PO BOX 766 | SUMMERVILLE | SC | 29484 | PC | GENERAL PURPOSES | $1,000 |
| MADOO GARDEN CONSERVANCY | ||||||
| 618 SAGG MAIN ST | SAGAPONACK | NY | 11962 | PC | GENERAL PURPOSES | $10,000 |
| NATIONAL GALLERY OF ART | ||||||
| CONSTITUTION AVE NW | WASHINGTON | DC | 20565 | PC | GENERAL PURPOSES | $10,000 |
| NEW YORK RESTORATION PROJECT | ||||||
| 254 WEST 31ST STREET 10 | NEW YORK | NY | 10001 | PC | GENERAL PURPOSES | $1,000 |
| PARRISH ART MUSEUM | ||||||
| 25 JOBS LANE | SOUTHAMPTON | NY | 11968 | PC | GENERAL PURPOSES | $15,000 |
| PET PARTNERS | ||||||
| 10 MOUNTAIN LEDGE | WILTON | CT | 12831 | PC | GENERAL PURPOSES | $2,000 |
| PLANNED PARENTHOOD OF HUDSON PECONIC | ||||||
| 570 TAXTER RD | ELMSFORD | NY | 10523 | PC | GENERAL PURPOSES | $5,000 |
| PLANNED PARENTHOOD OF NEW YORK | ||||||
| 26 BLEECKER STREET | NEW YORK | NY | 10012 | PC | GENERAL PURPOSES | $5,000 |
| SALVATION ARMY | ||||||
| 120 WEST 14TH STREET | NEW YORK | NY | 10011 | PC | GENERAL PURPOSES | $5,000 |
| SCHWARTZMAN ANIMAL MEDICAL CENTER | ||||||
| 510 E 62ND S | NEW YORK | NY | 10065 | PC | GENERAL PURPOSES | $30,000 |
| SOUTHAMPTON ANIMAL SHELTER FDN | ||||||
| 102 OLD RIVERHEAD RD WEST | HAMPTON BAYS | NY | 11946 | PC | GENERAL PURPOSES | $20,000 |
| SOUTHAMPTON FRESH AIR FUND | ||||||
| 38 MAIN STREET | SOUTHAMPTON | NY | 11968 | PC | GENERAL PURPOSES | $2,000 |
| SOUTHAMPTON HOSPITAL | ||||||
| 240 MEETING HOUSE LANE | SOUTHAMPTON | NY | 11968 | PC | GENERAL PURPOSES | $2,000 |
| ST ANDREWS DUNE CHURCH | ||||||
| PO BOX 1245 | SOUTHAMPTON | NY | 11969 | PC | GENERAL PURPOSES | $2,000 |
| THE NATIONAL THEATRE | ||||||
| 1321 PENNSYLVANIA AVE | WASHINGTON | DC | 20004 | PC | GENERAL PURPOSES | $5,000 |
| THE SOUTHAMPTON ASSOCIATION | ||||||
| PO BOX 641 | SOUTHAMPTON | NY | 11969 | PC | GENERAL PURPOSES | $3,500 |
| TRUE AND FAITHFUL PET RESCUE | ||||||
| 1435 E VENICE AVE STE 104 | VENICE | FL | 34292 | PC | GENERAL PURPOSE | $1,000 |
| TWO MAUDS | ||||||
| 100 PARK AVENUE 20TH FLOOR | NEW YORK | NY | 10017 | PC | GENERAL PURPOSES | $50,000 |
| VERMONT STUDIO SCHOOL | ||||||
| PO BOX 613 | JOHNSON | VT | 05656 | PC | GENERAL PURPOSES | $50,000 |
| WILDLIFE CONSERVATION SOCIETY | ||||||
| 2300 SOUTHERN BLVD | BRONX | NY | 10460 | PC | GENERAL PURPOSES | $2,000 |
| WINGS OF RESCUE | ||||||
| 7900 BALBOA BLVD | VAN NUYS | CA | 91406 | PC | GENERAL PURPOSE | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $465,500 | 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 | $74,517 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,076,742 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,151,259 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,151,259 | 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 | CategoryTxt |
| Amt | $3,750 | Amt |
| Net Investment Income | $3,750 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (22 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| A S M L HOLDING N.V. -786 SHS | $502,541 | $840,910 |
| AIRBNB, INC. -1296 SHS | $128,040 | $175,893 |
| AMPHENOL CORP NEW CL A -1646 SHS | $225,945 | $222,440 |
| AXON ENTERPRISE, INC. -797 SHS | $496,510 | $452,640 |
| BLACKSTONE GROUP INC -3024 SHS | $278,715 | $466,119 |
| BOSTON SCIENTIFIC CORPORATION -4082 SHS | $397,873 | $389,219 |
| BROADCOM INC -2137 SHS | $435,661 | $739,616 |
| ELI LILLY & CO -658 SHS | $336,039 | $707,139 |
| FAIR, ISAAC INC -288 SHS | $476,089 | $486,899 |
| INTUIT -700 SHS | $208,359 | $463,694 |
| INTUITIVE SURGICAL INC -948 SHS | $135,983 | $536,909 |
| MSCI INC -714 SHS | $367,918 | $409,643 |
| NETFLIX COM INC -6220 SHS | $73,143 | $583,187 |
| NVIDIA CORP -4271 SHS | $216,282 | $796,542 |
| S & P GLOBAL INC. -856 SHS | $106,218 | $447,337 |
| SERVICENOW, INC. -1611 SHS | $276,865 | $246,789 |
| SHOPIFY INC -3299 SHS | $356,775 | $531,040 |
| SPOTIFY TECHNOLOGY S.A -558 SHS | $320,076 | $324,036 |
| SYNOPSYS INC -1409 SHS | $675,892 | $661,835 |
| TRANSDIGM GROUP INC -305 SHS | $393,361 | $405,604 |
| VERTEX PHARMACEUTICALS INC -556 SHS | $247,830 | $252,068 |
| VISA INC-CLASS A SHRS -1959 SHS | $26,230 | $687,041 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CUSTODY FEE | $4,341 | $4,341 | $0 |
| FILING FEE | $1,020 | $0 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEE | CategoryTxt |
| Amt | $67,111 | Amt |
| Net Investment Income | $67,111 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX WITHHELD | $1,053 | $1,053 | $0 |
| FEDERAL EXCISE | $33,631 | $0 | $0 |
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