BETA

EDWARD H BENENSON FOUNDATION INC: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
EDWARD H BENENSON FOUNDATION INC (EIN 13-6162730)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-09-09
IRS object ID
202642529349100909
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 ReturnHeader

FieldValueIRS element (for citing)
Return2026-09-09T14:17:06-04:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN113316052PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1FLIEGEL & SABILIA LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1200 HEMPSTEAD AVEAddressLine1Txt
CityLYNBROOKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP115631610ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN136162730EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1EDWARD H BENENSON FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlEDWABusinessNameControlTxt
Phone2127522670PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1515 MADISON AVENUE 18TH FLOORAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10022ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLISA QUATTROCCHIPersonNm
Person TitlePRES+SECRETARYPersonTitleTxt
Signature2026-04-29SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLEONARD FLIEGEL CPAPreparerPersonNm
PTINP00010080PTIN
Phone5165939200PhoneNum
Preparation2026-09-09PreparationDt
FieldValueIRS element (for citing)
Tax2025TaxYr

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$16,557,027FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$6,516InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$6,516InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$6,516InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$109,060DividendsRevAndExpnssAmt
Dividends Net Invst Incm$109,060DividendsNetInvstIncmAmt
Dividends Adj Net Incm$109,060DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$467,633NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,708,714GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$467,633CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$1,544NetSTCapitalGainAdjNetIncmAmt
Other Income Rev And Expnss$918,735OtherIncomeRevAndExpnssAmt
Other Income Adj Net Incm$918,735OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$1,501,944TotalRevAndExpnssAmt
Total Net Invst Incm$583,209TotalNetInvstIncmAmt
Total Adj Net Incm$1,035,855TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$4,750AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$4,750AccountingFeesNetInvstIncmAmt
Other Prof Fees Rev And Expnss$24,090OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$24,090OtherProfFeesNetInvstIncmAmt
Trav Conf Meeting Rev And Expnss$130TravConfMeetingRevAndExpnssAmt
Other Expenses Rev And Expnss$905OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$768OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$29,875TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$29,608TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$2,193,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$925,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$2,222,875TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$29,608TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$925,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$720,931ExcessRevenueOverExpensesAmt
Net Investment Income$553,601NetInvestmentIncomeAmt
Adjusted Net Income$1,035,855AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash EOY$35,458CashEOYAmt
Cash EOYFMV$35,458CashEOYFMVAmt
Acct Rcvbl BOY$4,625AcctRcvblBOYAmt
Prepaid Expenses BOY$49,521PrepaidExpensesBOYAmt
Prepaid Expenses EOY$22,022PrepaidExpensesEOYAmt
Corporate Stock BOY$5,499,682CorporateStockBOYAmt
Corporate Stock EOY$5,185,113CorporateStockEOYAmt
Corporate Stock EOYFMV$16,521,569CorporateStockEOYFMVAmt
Other Assets BOY$9,590,435OtherAssetsBOYAmt
Other Assets EOY$10,432,295OtherAssetsEOYAmt
Total Assets BOY$15,144,263TotalAssetsBOYAmt
Total Assets EOY$15,674,888TotalAssetsEOYAmt
Total Assets EOYFMV$16,557,027TotalAssetsEOYFMVAmt
Accounts Payable BOY$16,444AccountsPayableBOYAmt
Grants Payable EOY$1,268,000GrantsPayableEOYAmt
Total Liabilities BOY$16,444TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,268,000TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$15,127,819RetainedEarningBOYAmt
Retained Earning EOY$14,406,888RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$15,127,819TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$14,406,888TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$15,144,263TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$15,674,888TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$15,127,819TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$720,931ExcessRevenueOverExpensesAmt
Subtotal$14,406,888SubtotalAmt
Tot Net Ast Or Fund Balances EOY$14,406,888TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (39 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
425 SH SUPER MICRO COMPUTERP2024-04-242025-04-08$14,203$32,500-$18,297-$18,297
2300 SH SUPER MICRO COMPUTERP2023-06-072025-04-08$79,232$56,758$22,474$22,474
130 SH FS INCP2025-02-142025-02-26$38,502$40,261-$1,759-$1,759
600 SH SAFE BULKERSP2024-06-072025-01-22$2,010$3,660-$1,650-$1,650
.5961 SH COCA COLAP2023-10-032025-11-05$41$33$8$8
500 SH FRESH DEL MONTEP2025-03-032025-07-15$16,590$15,215$1,375$1,375
887.4825 SH AMGEN INCP2009-01-152025-10-16$261,543$133,072$128,471$128,471
.3326 SH VANGUARD S&PP2020-06-162025-11-05$206$77$129$129
300SH HIMS & HERS HEALTHP2025-05-152025-10-16$17,652$16,495$1,157$1,157
550 SH ARM HLDGS PLCP2024-05-172025-10-16$85,060$55,760$29,300$29,300
250 SH AGNICO EAGLE MINESP2024-09-162025-02-26$24,614$20,412$4,202$4,202
.0519 SH HP INCP2025-07-022025-11-05$1$1
324 SH CELESTICA INCP2023-12-122025-08-26$52,785$8,904$43,881$43,881
200 SH ALLSTATE CORPP2025-03-192025-05-15$40,912$40,900$12$12
15.8826 SH MCDONALDS CORPP2025-06-162025-10-16$4,870$4,790$80$80
.5618 SH COLGATEP2006-07-242025-11-05$43$17$26$26
28.8212 SH AMGEN INCP2024-12-092025-10-16$8,494$8,433$61$61
5.4917 SH PACCAR INCP2024-09-052025-02-26$588$591-$3-$3
300 SH ELI LILLY AND COP2023-10-092025-02-25$271,492$186,094$85,398$85,398
800 SH ARISTA NETWORKSP2024-12-132025-02-26$77,562$88,152-$10,590-$10,590
.4558 SH POWELL INDSP2024-09-182025-03-10$73$94-$21-$21
.0558 SH HERSHEY COP2009-07-142025-11-05$9$2$7$7
460 SH ARM HLDGS PLCP2024-06-182025-03-14$74,299$78,945-$4,646-$4,646
175 SH SPOTIFY TECHNOLOGYP2024-11-192025-10-16$114,078$81,185$32,893$32,893
.1802 SH JOHNSON & JOHNSONP2013-06-242025-11-05$34$15$19$19
11 SH AXON ENTERPRISEP2024-12-262025-01-02$6,567$6,865-$298-$298
250 SH VISTRA CORPP2024-11-192025-05-02$34,859$37,932-$3,073-$3,073
670.6743 SH MICROSOFTP2010-08-232025-10-16$205,637$61,593$144,044$144,044
100 SH BOSTON SCIENTIFICP2025-04-292025-10-16$9,748$10,232-$484-$484
.3183 SH MICROSOFTP2020-03-132025-11-05$163$46$117$117
1000 SH COCA COLAP2025-03-192025-10-16$130,027$131,862-$1,835-$1,835
.5023 SH NVIDIA CORPP2019-05-282025-11-05$100$2$98$98
300 SH COEUR MNG INCP2025-09-092025-10-16$6,930$4,271$2,659$2,659
503.04 SH PACCARP2023-09-082025-02-26$53,877$42,621$11,256$11,256
502.2454 SH CORE NAT RESP2024-05-132025-02-26$38,001$43,460-$5,459-$5,459
10.2828 SH POWELL INDSP2023-12-122025-11-05$1,800$940$860$860
19 SH COSTCO WHOLESALEP2025-03-192025-10-16$17,565$17,068$497$497
.3988 SH PROGRESSIVE CORPP2024-07-052025-11-05$84$83$1$1
2011.34 SH ENERGY SVCS AMERP2024-05-132025-05-07$18,463$11,740$6,723$6,723
FieldValueIRS element (for citing)
Capital Gain Net Income$467,633CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$1,544NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$7,695InvestmentIncomeExciseTaxAmt
Subtotal$7,695SubtotalAmt
Tax Based On Investment Income$7,695TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$20,137EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$20,137TotalPaymentsAndCreditsAmt
Overpayment$12,442OverpaymentAmt
Applied To ES Tax$12,442AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1THE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2127522670PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1515 MADISON AVE STE 18AAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10022ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
LISA QUATTROCCHI
941 PARK AVENUENEW YORKNY10028PRES+SECRETA000.00$0$0$0
CYNTHIA QUATTROCCHI
41 FIFTH AVENUENEW YORKNY10003VP+TREASURER000.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$16,319,201AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$189,442AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$16,508,643TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$16,508,643AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$247,630CashDeemedCharitableAmt
Net Vl Noncharitable Assets$16,261,013NetVlNoncharitableAssetsAmt
Minimum Investment Return$813,051MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$813,051MinimumInvestmentReturnAmt
Tax Based On Investment Income$7,695TaxBasedOnInvestmentIncomeAmt
Total Tax$7,695TotalTaxAmt
Distributable Before Adj$805,356DistributableBeforeAdjAmt
Distributable Before Ded$805,356DistributableBeforeDedAmt
Distributable As Adjusted$805,356DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$925,000ExpensesAndContributionsAmt
Qualifying Distributions$925,000QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$805,356DistributableAsAdjustedAmt
Undistributed Income PY$571,754UndistributedIncomePYAmt
Qualifying Distributions$925,000QualifyingDistributionsAmt
Applied To Year1$571,754AppliedToYear1Amt
Applied To Current Year$353,246AppliedToCurrentYearAmt
Undistributed Income CY$452,110UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (46 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ANIMAL MEDICAL CENTER
510 E 62ND STREETNEW YORKNY10065NONEPCSUPPORT$10,000
ANIMAL MEDICAL CENTER
510 E 62ND STREETNEW YORKNY10065NONEPCSUPPORT$10,000
ANIMAL MEDICAL CENTER
510 E 62ND STREETNEW YORKNY10065NONEPCSUPPORT$20,000
ASPCA
424 EAST 92ND STNEW YORKNY10128NONEPCGENERAL ASSITANCE TO ANIMALS$3,500
BEST FRIENDS ANIMAL SOCIETY
5001 ANGEL CANYON RDKANABUT84741NONEPCSUPPORT$10,000
BEST FRIENDS ANIMAL SOCIETY
5001 ANGEL CANYON RDKANASUT84741NONEPCSUPPORT$25,000
BROWN RISD HILLEL
80 BROWN STREETPROVIDENCERI02906NONEPCSUPPORT$50,000
BROWN UNIVERSITY
110 ELM STREETPROVIDENCERI02912NONEPCFOR GENERAL PURPOSE$20,000
CARNEGIE HALL CORP
881 SEVENTH AVENUENEW YORKNY10019NONEPCPROGRAM SUPPORT$5,000
CENTRAL PARK MEDICAL UNIT
86 STREET TRAVERSE RDNEW YORKNY10028NONEPCNEW AMBULANCE$150,000
CIRCUIT ARTS
12 MUSIC STVINEYARD HAVENMA02568NONEPCSUPPORT$2,500
CITIZENS COMMITEE FOR CHILD
14 WALL STREETNEW YORKNY10005NONEPCPROGRAM SUPPORT$40,000
COGENERATE
PO BOX 29542SAN FRANCISCOCA94129NONEPCSUPPORT$25,000
CROHN'S & COLITIS FOUNDATION
11 GRAN D CENTRAL EASTNEW YORKNY10017NONEPCSUPPORT$10,000
DUKE UNIVERSITY
PO BOX 90581DURHAMNC27708NONEPCSCHOLARSHIP ASSIST FOR STUDENTS$200,000
EDUCATION THROUGH MUSIC
122 E 42ND STNEW YORKNY10168NONEPCCHARITY$5,000
EDUCATION THROUGH MUSIC
122 E 42ND STNEW YORKNY10168NONEPCCHARITY$10,000
EQUAL JUSTICE INITIATIVE
122 COMMERCE STREETMONTGOMERYAL36104NONEPCSUPPORT$2,500
EQUITY ARC
1241 ELM STREETCINCINNATIOH45202NONEPCSUPPORT$1,000
GEORGETOWN LAW
600 NEW JERSEY AVENUEWASHINGTONDC20001NONEPCEDUCATION$12,500
GREAT HARBOR YACHT CLUB FOUNDATION
96 WASHINGTON STREETNANTUCKETMA02554NONEPCSUPPORT$5,000
GUIDE DOG FOUNDATION
371 E JERICHO TPKESMITHTOWNNY11787NONEPCSUPPORT$4,000
HATZOLAH
518 PARK AVEBROOKLYNNY11205NONEPCSUPPORT$10,000
JED FOUNDATION
500 7TH AVENUENEW YORKNY10018NONEPCSUPPORT$10,000
LUNGEVITY FOUNDATION
228 S WABASH AVECHICAGOIL60604NONEPCSUPPORT$2,500
MADISON JEWISH CENTER
2989 NOSTRAND AVENUEBROOKLYNNY11229NONEPCSUPPORT THE CHARITY$50,000
MARINHEALTH FOUNDATION
1350 S ELISEO DRIVEGREENBRAECA94904NONEPCSUPPORT$5,000
NANTUCKET COMMUNITY SALING
4 WINTER AVENUENANTUCKETMA02584NONEPCSUPPORT THE CHARITY$5,000
NANTUCKET CONSERVATION FOUNDATION
118 CLIFF ROADNANYUCKETMA02554NONEPCASSITANCE W/EDUCATIONAL PROGRAMS$5,000
NANTUCKET COTTAGE HOSPITAL
57 PROSPECT STREETNANTUCKETMA02554NONEPCSUPPORT$5,000
NANTUCKET COTTAGE HOSPITAL
57 PROSPECT STREETNANTUCKETMA02554NONEPCSUPPORT$5,000
NANTUCKET PRESERVATION TRUST
55 MAIN STREETNANTUCKETMA02554NONEPCASSITANCE W/EDUCATIONAL PROGRAMS$1,000
NANTUCKET SHELLFISH ASSOCIATION
PO BOX 604NANTUCKETMA02554NONEPCSUPPORT FOR CHARITY$1,000
NISHA
11 CROOKED LANENANTUCKETMA02584NONEPCSUPPORT THE ANIMALS$5,000
NY BOTANIACAL GARDEN
200TH ST- KASIMIROFF BLVDBRONXNY10458NONEPCASSITANCE W/EDUCATIONAL PROGRAMS$15,000
OBAMA FOUNDATION
523S HARPER COURTCHICAGOIL60615NONEPCGENERAL$2,500
PALM BEACH OPERA
415 SO OLIVE AVENUEWEST PALM BEACHFL33401NONEPCASSITANCE W/OPERA PRODUCTIONS$50,000
PURCHASE COLLEGE FOUNDATION
735 ANDERSON HILL ROADPURCHASENY10577NONEPCSUPPORT$5,000
REFUGEES INTERNATIONAL
1800 M STREET NWWASHINGTONDC20036NONEPCSUPPORT$6,000
ROBIN HOOD
826 BROADWAYNEW YORKNY10003NONEPCSUPPORT$50,000
RYE YMCA
21 LOCUST AVERYENY10580NONEPCSUPPORT$5,000
STAMFORD HOSPITAL FOUNDATION
1351 WASHINGTON BLVDSTANFORDCT06902NONEPCSUPPORT THE HOSPITAL$35,000
STORM KING ART CENTER
1 MUSEUM ROADNEW WINDSORNY12253NONEPCSUPPORT THE CHARITY$5,000
SUSTAINABLE NANTUCKET
14 FEDERAL STNANTUCKETMA02554NONEPCSUPPORT$1,000
WESTCHESTER LAND TRUST
403 HARRIS ROADBEDFORD HILLSNY10507NONEPCSUPPORT$10,000
WILDLIFE CONSERVATION SOCIETY
717 POPLAR AVENUEBOULDERCO80304NONEPCPROGRAM SUPPORT$15,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$925,000TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (3 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CENTRAL PARK MEDICAL UNIT
86 STREET TRAVERSE RDNEW YORKNY10028NONEPCSUPPORT$228,000
DUKE UNIVERSITY
PO BOX 90581DURHAMNC27708NONEPCFOR THE ARTS$240,000
DUKE UNIVERSITY
PO BOX 90581DURHAMNC27708NONEPCSUPPORT$800,000
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$1,268,000TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$6,516ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$109,060ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$467,633RelatedOrExemptFunctionIncmAmt

Other Revenue Described OtherRevenueDescribedGrp (3 entries)

DescDescExclusionExclusionCdExclusionExclusionAmt
1447 MACOMBS RD ASSOCIATES16$105,787
3310-12 HULL AVENUE ASSOCIA16$30,061
EHB REAL ESTATE16$782,887

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$1,034,311ExclusionAmt
Related Or Exempt Function Incm$467,633RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,501,944TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$4,750Amt
Net Investment Income$4,750NetInvestmentIncomeAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
CORP STOCK INVESTMENT - SCHWAB
CORP STOCK INVESTMENT - MERRILL$5,185,113$16,521,569

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (4 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmt
1447 MACOMBS RD ASSOCIATES$798,596$927,508
3310 HULL AVENUE ASSOCIATES$698,359$913,420
EHB REAL ESTATE ASSOCIATES$8,093,480$8,591,367
ROUNDING

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
EXPENSES
FILING FEES$750$750
ADR FEES$18$18
OFFICE EXPENSES$137

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtAdjusted Net IncomeAdjustedNetIncomeAmt
1447 MACOMBS RD ASSOCIATES LL$105,787$105,787
3310-12 HULL AVENUE ASSOCIATE$30,061$30,061
EHB REAL ESTATE$782,887$782,887

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryADVISORY FEESCategoryTxt
Amt$24,090Amt
Net Investment Income$24,090NetInvestmentIncomeAmt

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