CARL M FREEMAN FOUNDATION INC: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- CARL M FREEMAN FOUNDATION INC (EIN 52-6047536)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-08-04
- IRS object ID
- 202642169349100614
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-08-04T13:30:10-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 510229493 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BARBACANE THORNTON & COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 503 CARR ROAD SUITE 100 | AddressLine1Txt |
| City | WILMINGTON | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 19809 | 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 | 526047536 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CARL M FREEMAN FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CARL | BusinessNameControlTxt |
| Phone | 3025516743 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 31255 AMERICANA PARKWAY | AddressLine1Txt |
| City | SELBYVILLE | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 19975 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHELLE FREEMAN | PersonNm |
| Person Title | CHAIR & PRESIDENT | PersonTitleTxt |
| Phone | 3026548500 | PhoneNum |
| Signature | 2026-08-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JEFFREY A KOWALCZYK CPA | PreparerPersonNm |
| PTIN | P01563311 | PTIN |
| Phone | 3024788940 | PhoneNum |
| 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 | $116,131,534 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $18,917 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $18,917 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $18,917 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $1,338,715 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,338,715 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $1,338,715 | DividendsAdjNetIncmAmt |
| Gross Rents Rev And Expnss | $1,716,831 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $1,541,678 | GrossRentsNetInvstIncmAmt |
| Gross Rents Adj Net Incm | $1,716,831 | GrossRentsAdjNetIncmAmt |
| Net Rental Income Or Loss | $1,716,831 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $3,429,729 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $20,517,892 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,429,729 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $6,257 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $6,257 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $6,510,449 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6,329,039 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $3,080,720 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $339,673 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $50,951 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $288,722 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $132,960 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $19,944 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $113,016 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $15,011 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $2,019 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $12,992 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $17,693 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $17,693 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $28,400 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $28,400 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $89,000 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $80,101 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $8,899 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $126,356 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $126,356 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $158,769 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $147,505 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $147,505 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $21,315 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $21,315 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $145,689 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $82,621 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $60,068 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,222,371 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $361,992 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $698,610 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,178,369 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,178,369 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $6,400,740 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $361,992 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,876,979 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $109,709 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,967,047 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $3,080,720 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,188,101 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $760,196 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $760,196 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $64,808 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $37,145 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $37,145 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $10,887,229 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $8,019,906 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $8,019,906 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $48,221,031 | CorporateStockBOYAmt |
| Corporate Stock EOY | $53,245,231 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $53,245,231 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $7,307,704 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $7,704,164 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $7,704,164 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $27,473,482 | InvstLandCostOrOtherBasisAmt |
| Land Bldg Investments BOY | $28,131,593 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $27,473,482 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $27,473,482 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $14,239,419 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $15,505,759 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $15,505,759 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $4,065,828 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $680,177 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $4,097,716 | LandBOYAmt |
| Land EOY | $3,385,651 | LandEOYAmt |
| Land EOYFMV | $3,385,651 | LandEOYFMVAmt |
| Total Assets BOY | $114,137,601 | TotalAssetsBOYAmt |
| Total Assets EOY | $116,131,534 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $116,131,534 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $144 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $3,828 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $144 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,828 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $114,137,457 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $116,127,706 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $114,137,457 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $116,127,706 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $114,137,601 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $116,131,534 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $114,137,457 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $109,709 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,880,540 | OtherIncreasesAmt |
| Subtotal | $116,127,706 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $116,127,706 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | 2024-12-31 | 2025-12-31 | $20,462,076 | $17,088,163 | $3,373,913 | $3,373,913 |
| CAPITAL GAIN DISTRIBUTIONS | P | 2024-12-31 | 2025-12-31 | $55,816 | $55,816 | $55,816 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,429,729 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $3,429,729 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $82,942 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $82,942 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $82,942 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $105,234 | 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 | $105,234 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $22,292 | OverpaymentAmt |
| Applied To ES Tax | $22,292 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MD | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.CARLFREEMANFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PATTI GRIMES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3026548500 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 31255 AMERICANA PARKWAY | AddressLine1Txt |
| City | SELBYVILLE | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 19975 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (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 |
|---|---|---|---|---|---|---|---|---|
| CHRISTINE A SHREVE | ||||||||
| 31255 AMERICAN PARKWAY | SELBYVILLE | DE | 19975 | TRUSTEE | 4.00 | $0 | $0 | $0 |
| MICHELLE L FREEMAN | ||||||||
| 31255 AMERICAN PARKWAY | SELBYVILLE | DE | 19975 | CHAIR/PRESIDENT | 14.00 | $142,491 | $0 | $8,519 |
| NICHOLAS FREEMAN | ||||||||
| 31255 AMERICAN PARKWAY | SELBYVILLE | DE | 19975 | SECRETARY/DIRECTOR | 4.00 | $0 | $0 | $0 |
| PATTI GRIMES | ||||||||
| 31255 AMERICAN PARKWAY | SELBYVILLE | DE | 19975 | EXECUTIVE DIRECTOR | 20.00 | $141,643 | $4,127 | $5,781 |
| 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 (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CHEVY CHASE BANK | |||||
| 7501 WISCONSIN AVE 1500W | BETHESDA | MD | 20814 | INVESTMENT FEES | $125,209 |
| WEALTHSPIRE ADVISORY | |||||
| ONE PRESERVE PARKWAY 610 | ROCKVILLE | MD | 20852 | INVESTMENT FEES | $106,154 |
| CITIBANK | |||||
| 480 WASHINGTON BLVD FLOOR 15 | JERSEY CITY | NJ | 07310 | INVESTMENT FEES | $83,069 |
| JP MORGAN | |||||
| 875 15TH ST NW 10TH FLOOR | WASHINGTON | DC | 20005 | INVESTMENT FEES | $82,775 |
| 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 | $71,938,146 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $760,196 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $39,159,200 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $111,857,542 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $111,857,542 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,677,863 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $110,179,679 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,508,984 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,508,984 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $82,942 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $2,859 | IncomeTaxAmt |
| Total Tax | $85,801 | TotalTaxAmt |
| Distributable Before Adj | $5,423,183 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $5,423,183 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $5,423,183 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,876,979 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $5,876,979 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,423,183 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $551,198 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr2 | $921,769 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,570,299 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,043,266 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $5,876,979 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $5,423,183 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $453,796 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,497,062 | 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 | $551,198 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,945,864 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $921,769 | ExcessFromYear2Amt |
| Excess From Year1 | $1,570,299 | ExcessFromYear1Amt |
| Excess From Current Year | $453,796 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | PATTI GRIMES | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 31255 AMERICANA PARKWAY | AddressLine1Txt |
| City | SELBYVILLE | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 19975 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3026548500 | RecipientPhoneNum |
| Form And Info And Materials | THE APPLICATION PROCESS REQUIRES ELIGIBLE APPLICANTS TO SUBMIT ALL REQUIRED INFORMATION ON-LINE THROUGH THE CARL M. FREEMAN FOUNDATION WEBSITE. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | DEADLINES FOR THE TWO ANNUAL FACES GRANT CYCLES ARE PUBLISHED ON THE FOUNDATION WEBSITE. | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE FOLLOWING RESTRICTIONS APPLY TO APPLICANTS: APPLICANTS MUST BE AN IRS-RECOGNIZED 501(C)(3) TAX-EXEMPT, NONPROFIT ORGANIZATION IN GOOD STANDING, OR A PUBLIC AGENCY SPECIFICALLY SERVING THE RESIDENTS OF THE FUNDING AREA. APPLICANTS APPLYING IN MONTGOMERY COUNTY, MD, MUST HAVE AN ANNUAL OPERATING BUDGET OF $750,000 OR LESS AND BE BASED IN MONTGOMERY COUNTY, MD. APPLICANTS APPLYING IN SUSSEX COUNTY, DE, MUST HAVE AN ANNUAL OPERATING BUDGET OF $500,000 OR LESS AND BE BASED IN SUSSEX COUNTY, DE. AWARDS ARE NOT MADE TO: INDIVIDUALS, POLITICAL ASSOCIATIONS ORCANDIDATES. AWARDS ARE NOT MADE TO ORGANIZATIONS THAT WOULD DISBURSE FUNDING TO OTHER ORGANIZATIONS, ORGANIZATIONS THAT DISCRIMINATE ON THE BASIS OF RACE, CREED, GENDER, SEXUAL ORIENTATION, AGE RELIGION, DISABILITY OR NATIONAL ORIGIN. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (61 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AMERICAN HEART ASSOCIATION | ||||||||
| 4217 PARK PL CT | GLEN ALLEN | VA | 23060 | NONE | PC | HEALTH | $16,500 | |
| ANTI-DEFAMATION LEAGUE | ||||||||
| 605 THIRD AVENUE | NEW YORK | NY | 10158 | NONE | PC | SOCIAL SERVICES | $10,000 | |
| ATHLETES FOR HOPE | ||||||||
| 4801 HAMPDEN AVE UNIT 104 | BETHESDA | MD | 20814 | NONE | PC | SOCIAL SERVICES | $25,000 | |
| LEVINE SCHOOL OF MUSIC | ||||||||
| 2801 UPTON STREET NW | WASHINGTON | DC | 20008 | NONE | PC | ARTS | $10,000 | |
| LYME DISEASE ASSOCIATION OF DE | ||||||||
| PO BOX 5360 | SALISBURY | MD | 21802 | NONE | PC | HEALTH | $2,500 | |
| BENDER JCC OF GREATER WASHINGTON | ||||||||
| 6125 MONTROSE ROAD | ROCKVILLE | MD | 20852 | NONE | PC | EDUCATION | $15,000 | |
| BOYS & GIRLS CLUB OF DELAWARE | ||||||||
| 669 S UNION STREET | WILMINGTON | DE | 19805 | NONE | PC | SOCIAL SERVICES | $6,000 | |
| BUILDING BRIDGES ACROSS THE RIVER | ||||||||
| 1901 MISSISSIPPI AVE SE SUITE 101 | WASHINGTON | DC | 20020 | NONE | PC | ARTS | $3,750 | |
| THE WASHINGTON BALLET | ||||||||
| 3515 WISCONSIN AVENUE NW | WASHINGTON | DC | 20016 | NONE | PC | ARTS | $15,000 | |
| NATL MUSEUM OF WOMEN IN THE ARTS | ||||||||
| 1250 NEW YORK AVENUE | WASHINGTON | DC | 20005 | NONE | PC | ARTS | $10,000 | |
| CATHOLIC COALITION FOR SPECIAL EDUCATION | ||||||||
| 3750 UNIVERSITY BOULEVARD W SUITE | KENSINGTON | MD | 20895 | NONE | PC | EDUCATION | $2,500 | 203 |
| CELEBRATE WELLNESS | ||||||||
| 19406 COASTAL HIGHWAY | REHOBOTH BEACH | DE | 19971 | NONE | PC | SOCIAL SERVICES | $5,000 | |
| DC SCORES | ||||||||
| 1140 CONNECTICUT AVE NW SUITE 1200 | WASHINGTON | DC | 20036 | NONE | PC | SOCIAL SERVICES | $21,740 | |
| COLORECTAL CANCER ALLIANCE | ||||||||
| 1025 VERMONT AVE NW SUITE 1066 | WASHINGTON | DC | 20005 | NONE | PC | HEALTH | $10,000 | |
| CROHN'S & COLITIS FOUNDATION | ||||||||
| 2202 18TH ST NW 116 | WASHINGTON | DC | 20009 | NONE | PC | SOCIAL SERVICES | $15,000 | |
| DELAWARE BREAST CANCER COALITION INC | ||||||||
| 100 W 10TH STREET SUITE 209 | WILMINGTON | DE | 19801 | NONE | PC | HEALTH | $4,000 | |
| DELAWARE CENTER FOR THE INLAND BAYS | ||||||||
| 39375 INLET RD | REHOBOTH BEACH | DE | 19971 | NONE | PC | ENVIRONMENT | $10,000 | |
| MIDDLEBURG FILM FESTIVAL | ||||||||
| 300 W WASHINGTON ST | MIDDLEBURG | VA | 20117 | NONE | PC | ARTS | $15,000 | |
| MARCH ON WASHINGTON FILM FESTIVAL | ||||||||
| 525 9TH ST NW 7TH FLOOR | WASHINGTON | DC | 20004 | NONE | PC | ARTS | $10,000 | |
| DELMARVA WHISKEY CLUB CHARITABLE FDN | ||||||||
| PO BOX 1175 | SELBYVILLE | DE | 19975 | NONE | PC | SOCIAL SERVICES | $6,000 | |
| SOUTHERN DELAWARE ALLIANCE AGAINST RACIAL INJUSTICE | ||||||||
| PO BOX 306 | LEWES | DE | 19958 | NONE | PC | SOCIAL SERVICES | $4,000 | |
| GOOD PROJECTS | ||||||||
| 996 MAINE AVENUE SW 208 | WASHINGTON | DC | 20024 | NONE | PC | SOCIAL SERVICES | $12,500 | |
| FIRST TEE GREATER WASHINGTON DC | ||||||||
| 2020 PENNSYLVANIA AVE NW 106 | WASHINGTON | DC | 20006 | NONE | PC | SOCIAL SERVICES | $10,000 | |
| FOOD BANK OF DELAWARE | ||||||||
| 102 DE VETERANS BLVD | MILFORD | DE | 19963 | NONE | PC | SOCIAL SERVICES | $21,500 | |
| THURGOOD MARSHALL COLLEGE FUND | ||||||||
| 901 F STREET NW SUITE 700 | WASHINGTON | DC | 20004 | NONE | PC | EDUCATION | $15,000 | |
| FRIENDS OF VOLTA PARK INC | ||||||||
| 3149 16TH STREET NW | WASHINGTON | DC | 20016 | NONE | PC | ENVIRONMENT | $3,000 | |
| GEORGETOWN UNIVERSITY | ||||||||
| 37TH AND O STREETS NW | WASHINGTON | DC | 20057 | NONE | PC | EDUCATION | $28,000 | |
| HARRY K FOUNDATION | ||||||||
| 313 SOUTH BOARDWALK | REHOBOTH BEACH | DE | 19971 | NONE | PC | SOCIAL SERVICES | $5,000 | |
| DELAWARE STATE UNIVERSITY FOUNDATION INC | ||||||||
| 200 N DUPONT HWY | DOVER | DE | 19901 | NONE | PC | EDUCATION | $5,000 | |
| JAMES BEARD FOUNDATION | ||||||||
| 167 WEST 12THE STREET | NEW YORK | NY | 10011 | NONE | PC | EDUCATION | $55,000 | |
| JEWISH FEDERATION OF GREATER WASHINGTON (BENDER JCC) | ||||||||
| 6101 EXECUTIVE BLVD 100 | NORTH BETHESDA | MD | 20852 | NONE | PC | SOCIAL SERVICES | $15,000 | |
| JOSHUA M FREEMAN FOUNDATION | ||||||||
| 31255 AMERICANA PARKWAY | SELBYVILLE | DE | 19975 | NONE | PC | ARTS - JMFF | $3,516,310 | |
| MID-ATLANTIC SYMPHONY ORCHESTRA | ||||||||
| PO BOX 3381 | EASTON | MD | 21601 | NONE | PC | ARTS | $3,500 | |
| WRESTLING TO BEAT THE STREETS | ||||||||
| 429 LENFANT PLAZA SW | WASHINGTON | DC | 20024 | NONE | PC | SOCIAL SERVICES | $15,000 | |
| MONTGOMERY CO BEEF 4-H CLUB | ||||||||
| 14680 GOOD HOPE ROAD | SILVER SPRING | MD | 20905 | NONE | PC | SOCIAL SERVICES | $59,324 | |
| OLNEY HELP | ||||||||
| PO BOX 430 | OLNEY | MD | 20830 | NONE | PC | SOCIAL SERVICES | $10,000 | |
| COVENANT HOUSE WASHINGTON | ||||||||
| 2001 MISSISSIPPI AVE SE | WASHINGTON | DC | 20020 | NONE | PC | SOCIAL SERVICES | $10,000 | |
| NOURISH NOW | ||||||||
| 405 E GUDE DRIVE SUITE 211 | ROCKVILLE | MD | 20850 | NONE | PC | SOCIAL SERVICES | $10,000 | |
| BREAD FOR THE CITY | ||||||||
| 1525 7TH ST NW | WASHINGTON | DC | 20001 | NONE | PC | SOCIAL SERVICES | $10,000 | |
| SUSSEX LAND FOUNDATION | ||||||||
| PO BOX 372 | LEWES | DE | 19958 | NONE | PC | ENVIRONMENT | $10,000 | |
| THE VIVA SCHOOL | ||||||||
| 1923 VERMONT AVE NW SUITE T002 | WASHINGTON | DC | 20001 | NONE | PC | EDUCATION | $15,000 | |
| UNIVERSITY SYSTEM OF MARYLAND FOUNDATION | ||||||||
| 9631 GUDELSKY DRIVE | ROCKVILLE | MD | 20850 | NONE | PC | ARTS | $15,000 | |
| WORLD CENTRAL KITCHEN INC | ||||||||
| 200 MASSACHUSETTS AVE NW 7TH FLOOR | WASHINGTON | DC | 20001 | NONE | PC | ARTS | $20,000 | |
| PANCREATIC CANCER ACTION NETWORK | ||||||||
| 2101 ROSECRANS AVE SUITE 3200 | EL SEGUNDO | CA | 90245 | NONE | PC | HEALTH | $5,000 | |
| THE ARC | ||||||||
| 2 S AUGUSTINE ST B | WILMINGTON | DE | 19804 | NONE | PC | SOCIAL SERVICES | $10,000 | |
| WASHINGTON PROJECT FOR THE ARTS | ||||||||
| 1350 CONNECTICUT AVE NW SUITE 300 | WASHINGTON | DC | 20036 | NONE | PC | ARTS | $5,000 | |
| SHAKESPEARE THEATER | ||||||||
| 4 POPLAR ST | WILMINGTON | DE | 19801 | NONE | PC | ARTS | $10,000 | |
| SAINT MARK'S HIGH SCHOOL | ||||||||
| 2501 PIKE CREEK ROAD | WILMINGTON | DE | 19808 | NONE | PC | EDUCATION | $20,000 | |
| DELAWARE ART MUSEUM | ||||||||
| 2301 KENTMERE PARKWAY | WILMINGTON | DE | 19806 | NONE | PC | ARTS | $20,000 | |
| WAKE FOREST UNIVERSITY | ||||||||
| 1834 WAKE FOREST ROAD | WINSTONSALEM | NC | 27106 | NONE | PC | EDUCATION | $25,000 | |
| GREATER WASHINGTON COMMUNITY FOUNDATION | ||||||||
| 1750 H ST NW SUITE 800 | WASHINGTON | DC | 20006 | NONE | PC | SOCIAL SERVICES | $35,000 | |
| DTCC | ||||||||
| 21179 COLLEGE DR | GEORGETOWN | DE | 19947 | NONE | PC | EDUCATION | $15,000 | |
| MONTGOMERY COUNTY COMM COLLEGE | ||||||||
| 340 DEKALB PIKE | BLUE BELL | PA | 19422 | NONE | PC | EDUCATION | $10,000 | |
| SCOTLAND AME ZION CHURCH | ||||||||
| 10902 SEVEN LOCKS ROAD | POTOMAC | MD | 20854 | NONE | PC | SOCIAL SERVICES | $125,000 | |
| OLNEY THEATER | ||||||||
| 2001 OLNEY SANDY SPRING RD | OLNEY | MD | 20832 | NONE | PC | ARTS | $25,000 | |
| SUSSEX LITTLE LEAGUE | ||||||||
| 34476 PYLE CENTER ROAD | FRANKFORD | DE | 19945 | NONE | PC | SOCIAL SERVICES | $20,000 | |
| COMMUNITY FOUNDATION OF EASTERN SHORE | ||||||||
| 1324 BELMONT AVE STE 401 | SALISBURY | MD | 21804 | NONE | PC | SOCIAL SERVICES | $25,000 | |
| FACES OF MONTGOMERY CO | ||||||||
| 4910 MACON RD | ROCKVILLE | MD | 20852 | NONE | PC | SOCIAL SERVICES | $152,500 | |
| FACES OF SUSSEX CO | ||||||||
| 9 CHESTNUT ST | GEORGETOWN | DE | 19947 | NONE | PC | SOCIAL SERVICES | $107,500 | |
| CROSSROADS COMMUNITY FOOD NETWORK | ||||||||
| 5013 BALTIMORE AVE | HYATTSVILLE | MD | 20781 | NONE | PC | SOCIAL SERVICES | $5,000 | |
| HOLY CROSS HEALTH FOUNDATION | ||||||||
| 1500 FOREST GLEN RD | SILVER SPRING | MD | 20910 | NONE | PC | SOCIAL SERVICES | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,701,124 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAMES BEARD FOUNDATION | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 167 WEST 12TH STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10011 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusCd |
| Grant Or Contribution Purpose | EDUCATION | GrantOrContributionPurposeTxt |
| Amt | $60,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $60,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $18,917 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,338,715 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,716,831 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,429,729 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $6,257 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $6,510,449 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $6,510,449 | 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 | $28,400 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $28,400 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CORPORATE BONDS | $7,234,351 | $7,234,351 |
| MORTGAGE-BACKED SECURITIES | $349,712 | $349,712 |
| INTERNATIONAL FIXED INCOME SECURITIES | $120,101 | $120,101 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| COMMON STOCK | $18,571,931 | $18,571,931 |
| FIXED INCOME MUTUAL FUNDS AND ETFS | $8,459,246 | $8,459,246 |
| EQUITY MUTUAL FUNDS AND ETFS | $25,173,382 | $25,173,382 |
| COMMODITY ETFS | $1,040,672 | $1,040,672 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $6,177,066 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $6,177,066 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $1,842,840 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $1,842,840 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| HEDGE FUNDS | FMV | $347,435 | $347,435 |
| LIMITED PARTNERSHIPS | FMV | $284,231 | $284,231 |
| LPRIVATELY HELD STOCK | FMV | $5,824,364 | $5,824,364 |
| PRIVATE EQUITY FUNDS | FMV | $5,328,867 | $5,328,867 |
| REAL ESTATE INVESTMENT TRUSTS | FMV | $63,798 | $63,798 |
| LIFE INSURANCE | FMV | $3,657,064 | $3,657,064 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $17,693 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $17,693 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER EXPENSES | Desc |
| Revenue And Expenses Per Books | $145,689 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $82,621 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $60,068 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $6,257 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $6,257 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS ON INESTMENTS | Desc |
| Amt | $1,880,540 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER | CategoryTxt |
| Amt | $89,000 | Amt |
| Net Investment Income | $80,101 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $8,899 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAXES | CategoryTxt |
| Amt | $126,356 | Amt |
| Net Investment Income | $126,356 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments