BETA

ACCESS CAPITAL FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
ACCESS CAPITAL FOUNDATION (EIN 36-7190561)
Tax period
2025-07-01 to 2026-06-30
Filed
2026-08-27
IRS object ID
202612399349100816
Schema version
2025v4.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2026-08-27T14:57:35-05:00ReturnTs
Tax Period End2026-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN204553256PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MARINER WEALTH ADVISORSBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11500 BROADWAY 28TH FLOORAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10036ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN367190561EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ACCESS CAPITAL FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlACCEBusinessNameControlTxt
Phone2126449300PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11107 5TH AVE 10NAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10128ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMARCIE STUCHINPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone2126449300PhoneNum
Signature2026-08-27SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonELIZABETH MITCHELLPreparerPersonNm
PTINP01635343PTIN
Phone2128695900PhoneNum
Preparation2026-08-27PreparationDt
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
PF Status Term Sect507b1 AYes (X)PFStatusTermSect507b1AInd
Final ReturnYes (X)FinalReturnInd
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$0FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$2,817InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$2,817InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$6,210DividendsRevAndExpnssAmt
Dividends Net Invst Incm$6,210DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$51,741NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$408,917GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$51,741CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$60,768TotalRevAndExpnssAmt
Total Net Invst Incm$60,768TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$6,280OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$6,280OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Other Expenses Rev And Expnss$3,721OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$10OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$100OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$10,001TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$6,290TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$100TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$365,167ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$365,167ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$375,168TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$6,290TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$365,267TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$314,400ExcessRevenueOverExpensesAmt
Net Investment Income$54,478NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$5,461CashBOYAmt
Sav And Temp Cash Invst BOY$18,121SavAndTempCashInvstBOYAmt
Corporate Stock BOY$261,169CorporateStockBOYAmt
Corporate Stock EOY$0CorporateStockEOYAmt
Corporate Stock EOYFMV$0CorporateStockEOYFMVAmt
Corporate Bonds BOY$62,351CorporateBondsBOYAmt
Corporate Bonds EOY$0CorporateBondsEOYAmt
Corporate Bonds EOYFMV$0CorporateBondsEOYFMVAmt
Total Assets BOY$347,102TotalAssetsBOYAmt
Total Assets EOY$0TotalAssetsEOYAmt
Total Assets EOYFMV$0TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$347,102RetainedEarningBOYAmt
Retained Earning EOY$0RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$347,102TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$0TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$347,102TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$0TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$347,102TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$314,400ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$32,702SubtotalAmt
Other Decreases$32,702OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$0TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (12 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
VANGUARD DEVELOPED MARKETS INDEX FUND ETFP2021-03-302025-07-31$1,069$936$133$133
VANGUARD DEVELOPED MARKETS INDEX FUND ETFP2021-03-302025-07-31$67,518$59,087$8,431$8,431
VANGUARD INTL EQUITY INDEX FDS FTSE EMRP2021-03-302025-07-31$40,357$41,954-$1,597-$1,597
VANGUARD INDEX FUNDS S&P 500 ETF USDP2021-03-302025-07-31$125,255$77,961$47,294$47,294
VANGUARD EXTENDED MARKETS INDEX FUNDP2021-03-302025-07-31$30,330$26,638$3,692$3,692
VANGUARD SCOTTSDALE FUNDS SHORT-TERM TREASURY ETFP2021-03-302026-06-23$6,044$6,400-$356-$356
VANGUARD BD INDEX FDS TOTAL BND MRKTP2021-03-302026-06-26$12,086$13,885-$1,799-$1,799
VANGUARD BD INDEX FDS TOTAL BND MRKTP2025-07-312026-06-26$17,465$17,347$118$118
VANGUARD SCOTTSDALE FUNDS SHORT-TERM TREASURY ETFP2021-03-302026-06-26$18,291$19,322-$1,031-$1,031
VANGUARD SCOTTSDALE FUNDS SHORT-TERM TREASURY ETFP2025-07-312026-06-26$32,795$32,955-$160-$160
VANGUARD SCOTTSDALE FUNDS VANGUARD INTER-TERM CORP BD ETFP2021-03-302026-06-26$25,703$28,777-$3,074-$3,074
VANGUARD SCOTTSDALE FUNDS VANGUARD INTER-TERM CORP BD ETFP2025-07-312026-06-26$32,004$31,914$90$90
FieldValueIRS element (for citing)
Capital Gain Net Income$51,741CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$757InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$757SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$757TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$39EsPenaltyAmt
Tax Due$796TaxDueAmt
Applied To ES Tax$0AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved EtcYes (1)OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksTHE FOUNDATIONIndividualWithBooksNm
Phone2126449300PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11107 5TH AVE 10NAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10128ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonMARCIE STUCHINPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11107 5TH AVE 10NAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10128ZIPCd
FieldValueIRS element (for citing)
TitleTRUSTEETitleTxt
Average Hrs Per Wk Devoted To Pos0.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$167,887AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$93,230AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$261,117TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$261,117AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$3,917CashDeemedCharitableAmt
Net Vl Noncharitable Assets$257,200NetVlNoncharitableAssetsAmt
Minimum Investment Return$12,860MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$12,860MinimumInvestmentReturnAmt
Tax Based On Investment Income$757TaxBasedOnInvestmentIncomeAmt
Total Tax$757TotalTaxAmt
Distributable Before Adj$12,103DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$12,103DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$12,103DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$365,267ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$365,267QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$12,103DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$259,700ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$181,251ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$285,107ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$371,066ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$420,577ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,517,701TotalExcessDistributionCyovAmt
Qualifying Distributions$365,267QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$12,103AppliedToCurrentYearAmt
Remaining Distri From Corpus$353,164RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$1,870,865TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$259,700ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,611,165ExcessDistriCyovToNextYrAmt
Excess From Year4$181,251ExcessFromYear4Amt
Excess From Year3$285,107ExcessFromYear3Amt
Excess From Year2$371,066ExcessFromYear2Amt
Excess From Year1$420,577ExcessFromYear1Amt
Excess From Current Year$353,164ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ADAPTIVE SPORTS FOUNDATION
PO BOX 266 100 SILVERMAN WAYWINDHAMNY12496NONEPCGENERAL SUPPORT$500
THE BOWERY MISSION
90 LAFAYETTE STREET 6TH FLOORNEW YORKNY10013NONEPCGENERAL SUPPORT$1,900
CHILDREN'S MUSEUM OF MANHATTAN
212 W 83RD STNEW YORKNY10024NONEPCGENERAL SUPPORT$44,750
92ND STREET YOUNG MEN'S AND YOUNG WOMEN'S HEBREW ASSOCIATION
1395 LEXINGTON AVENUENEW YORKNY10128NONEPCGENERAL SUPPORT$5,955
HORACE MANN SCHOOL
231 WEST 256TH STREETBRONXNY10471NONENCGENERAL SUPPORT$144,850
FIDELITY INVESTMENTS CHARITABLE GIFT FUND
PO BOX 770001CINCINNATIOH45277NONEPCDONOR ADVISED FUND$157,212
BARROW STREET NURSERY SCHOOL
27 BARROW STREET 2ND FLOORNEW YORKNY10014NONENCGENERAL SUPPORT$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$365,167TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,817ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$6,210ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$51,741ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$60,768ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$60,768TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Dissolution Stmt DissolutionStmt

Dissolution Information DissolutionInformationGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1FIDELITY INVESTMENTS CHARITABLE GIFT FUNDBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 770001AddressLine1Txt
CityCINCINNATICityNm
State AbbreviationOHStateAbbreviationCd
ZIP45277ZIPCd
FieldValueIRS element (for citing)
Short ExplanationTHE TRUSTEE RESOLVES TO DISTRIBUTE ALL REMAINING ASSETS TO A DONOR-ADVISED FUND HELD AT FIDELITY INVESTMENTS CHARITABLE GIFT FUND WHICH IS A CHARITABLE ORGANIZATION WITHIN THE MEANING OF PARAGRAPH 7.1.1 OF THE ACCESS CAPITAL FOUNDATION TRUST AGREEMENT DATED MAY 27, 1997. IN ACCORDANCE WITH THE TRUST'S CHARITABLE PURPOSE AND NEW YORK CHARITIES BUREAU NOTICE OF NO OBJECTION, FIDELITY CHARITABLE, THE RECIPIENT OF THE TRUST'S FINAL DISTRIBUTION, WILL BE REQUIRED TO LIMIT FURTHER DISTRIBUTIONS TO NEW YORK BASED CHARITIES ONLY. AS OF JUNE 30, 2026, THE FOUNDATION HELD A CASH BALANCE OF $1,004. THIS AMOUNT IS LEGALLY RESTRICTED AND HELD SOLELY TO SATISFY THE FOUNDATION'S FINAL FEDERA EXCISE TAX OBLIGATION AND NEW YORK ANNUAL FILING FEE. ALL OTHER EQUITY HAS BEEN COMPLETELY DISTRIBUTED, LEAVING $0 IN NET CHARITABLE ASSETS. UPON THESE FINAL TAX OBLIGATIONS BEING PROCESSED, THE ACCOUNT WILL BE CLOSED AS ALL OTHER ACTIVITY CEASED AS OF JUNE 30, 2026.ShortExplanationTxt
Dissolution$157,212DissolutionAmt

Liquidation Explanation Stmt LiquidationExplanationStmt

FieldValueIRS element (for citing)
ExplanationSEE ATTACHED TERMINATION PLAN AND NOTICE OF NO OBJECTION FROM THE NEW YORK CHARITIES BUREAU.ExplanationTxt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescREVERSAL OF PRIOR YEAR UNREALIZED GAIN/LOSSDesc
Amt$32,702Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FILING FEES$100$0$100
PENALTY & INTEREST$3,611$0$0
OTHER EXPENSES$10$10$0

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryADVISORY FEESCategoryTxt
Amt$6,280Amt
Net Investment Income$6,280NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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