CARL MARKS FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- CARL MARKS FOUNDATION INC (EIN 13-6169215)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-04-03
- IRS object ID
- 202630939349100003
- Schema version
- 2024v5.2
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-04-03T08:03:59-04:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136169215 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Carl Marks Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | CARL | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Andrew M Boas | PersonNm |
| Person Title | Co-President | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2026-03-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $39,068,502 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $296,003 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $296,003 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $521,529 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $521,529 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $8,337,683 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $10,555,537 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $8,337,683 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $9,155,215 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $9,155,215 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $93,000 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $93,000 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $21,081 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $21,081 | PensionEmplBnftDsbrsChrtblAmt |
| Taxes Rev And Expnss | $5,900 | TaxesRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $978 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $978 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $41,537 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $270 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $41,267 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $162,496 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $270 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $156,326 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $680,230 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $680,230 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $842,726 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $270 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $836,556 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $8,312,489 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $9,154,945 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,781,698 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $12,312,041 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $12,312,041 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $8,738,755 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,520,901 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $26,756,461 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $10,520,453 | TotalAssetsBOYAmt |
| Total Assets EOY | $18,832,942 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $39,068,502 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $10,520,453 | RetainedEarningBOYAmt |
| Retained Earning EOY | $18,832,942 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,520,453 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $18,832,942 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,520,453 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $18,832,942 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,520,453 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $8,312,489 | ExcessRevenueOverExpensesAmt |
| Subtotal | $18,832,942 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $18,832,942 | 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 | $10,555,537 | GrossSalesPriceAmt |
| Cost Or Other Basis | $2,217,854 | CostOrOtherBasisAmt |
| Gain Or Loss | $8,337,683 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $8,337,683 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $8,337,683 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $127,254 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $127,254 | SubtotalAmt |
| Tax Based On Investment Income | $127,254 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,237 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $124,600 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $129,837 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $5,112 | EsPenaltyAmt |
| Tax Due | $2,529 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 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 |
|---|---|---|---|---|---|---|---|---|
| Andrew M Boas | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Co-Pres, Dir, Chairman | 1.0 | $0 | $0 | $0 |
| Carol A Boas | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Treas, Dir | 1.0 | $0 | $0 | $0 |
| Carol L Boas | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Assistant Treas, Dir | 1.0 | $0 | $0 | $0 |
| Rick Boas | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Vice Chair | 1.0 | $0 | $0 | $0 |
| Mark Claster | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Co-Pres, Dir | 1.0 | $0 | $0 | $0 |
| Susan B Claster | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Vice Chair | 1.0 | $0 | $0 | $0 |
| Kate Liebman | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Sec | 10.0 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUSAN SHANKMAN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 575 RIVERSIDE AVENUE | AddressLine1Txt |
| City | Westport | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06880 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Program Admin | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.0 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $93,000 | CompensationAmt |
| Employee Benefits | $12,442 | EmployeeBenefitsAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $30,955,140 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $8,437,946 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $39,393,086 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $39,393,086 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $590,896 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $38,802,190 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,940,110 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,940,110 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $127,254 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $127,254 | TotalTaxAmt |
| Distributable Before Adj | $1,812,856 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,812,856 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,812,856 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $836,556 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $836,556 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,812,856 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $1,591,450 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $396,596 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $197,730 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $2,185,776 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $836,556 | QualifyingDistributionsAmt |
| Applied To Current Year | $836,556 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $976,300 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $976,300 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,209,476 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $615,150 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $594,326 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $396,596 | ExcessFromYear4Amt |
| Excess From Year3 | $197,730 | ExcessFromYear3Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Andrew M Boas | ContributingManagerNm |
| Contributing Manager | Mark Claster | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (31 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN DIABETES ASSOCIATION INC | |||||||
| 55 EAST MONROE ST 3420 | CHICAGO | IL | 60603 | N/A | PC | General & Unrestricted | $1,000 |
| AMERICARES FOUNDATION INC | |||||||
| 88 HAMILTON AVE | STAMFORD | CT | 06902 | N/A | PC | General & Unrestricted | $25,000 |
| CHILDRENS MEMORIAL HOSPITAL | |||||||
| 225 EAST CHICAGO AVE BOX 4 | CHICAGO | IL | 60611 | N/A | PC | Enhancing Multidisciplinary Care for Medical Complex Patients/Program in Inflammation, Immunity and the Microbiome | $122,130 |
| CHURCH OF ST PAUL AND ST ANDREW UNITED METHODIST | |||||||
| 263 W 86TH ST | NEW YORK | NY | 10024 | N/A | PC | La Morada Program | $1,000 |
| FEDERATION FOR JEWISH PHILANTHROPY OF UPPER FAIRFI | |||||||
| 4200 PARK AVE SUITE 300 | BRIDGEPORT | CT | 06604 | N/A | PC | Holocaust Resource Center | $5,400 |
| FOOD BANK OF LOWER FAIRFIELD COUNTY INC | |||||||
| 461 GLENBROOK RD | STAMFORD | CT | 06906 | N/A | PC | General & Unrestricted | $5,000 |
| FRIENDS OF CONSERVATION - FRIENDS | |||||||
| 11308 S HIGHLAND DR | PLAINFIELD | IL | 60585 | N/A | PC | HUSK programs in Cambodia: Softies Program, Work Experience, Teaching Salaries, Accommodation Project | $12,000 |
| FUTURES WITHOUT VIOLENCE | |||||||
| 100 MONTGOMERY ST | PRESIDIO | CA | 94129 | N/A | PC | General & Unrestricted | $6,500 |
| HEARTBEAT OPERA LTD | |||||||
| 225 LINCOLN PL APT 4A | BROOKLYN | NY | 11217 | N/A | PC | General & Unrestricted | $1,000 |
| HOPE FOR HAITI INC | |||||||
| 1021 5TH AVE N | NAPLES | FL | 34102 | N/A | PC | General & Unrestricted | $5,000 |
| HOUSATONIC HABITAT FOR HUMANITY | |||||||
| 51 AUSTIN ST | DANBURY | CT | 06810 | N/A | PC | General & Unrestricted | $8,000 |
| ILLINOIS HOLOCAUST MUSEUM & EDUCATION CENTER | |||||||
| 9603 WOODS DR | SKOKIE | IL | 60077 | N/A | PC | Charitable Event | $10,000 |
| IMPACTISRAEL INC | |||||||
| 200 HIGHLAND AVE STE 301 | NEEDHAM | MA | 02494 | N/A | PC | General & Unrestricted | $3,600 |
| INTERNATIONAL RESCUE COMMITTEE INC | |||||||
| PO BOX 6068 | ALBERT LEA | MN | 56007 | N/A | PC | General & Unrestricted | $75,000 |
| LEARNING ALLY | |||||||
| 20 ROSZEL RD | PRINCETON | NJ | 08540 | N/A | PC | General & Unrestricted | $8,500 |
| NATIONAL TAY SACHS & ALLIED DISEASES ASSOCIATION I | |||||||
| 2001 BEACON ST STE 204 | BRIGHTON | MA | 02135 | N/A | PC | Katie and Allie Buryk Research Fund | $12,500 |
| NMDP FOUNDATION | |||||||
| 500 N 5TH ST | MINNEAPOLIS | MN | 55401 | N/A | PC | Patient Assistance Fund | $50,000 |
| NORTHWELL HEALTH FOUNDATION | |||||||
| 2000 MARCUS AVE 2ND FL | NEW HYDE PARK | NY | 11042 | N/A | PC | visiting physicians and visiting nurses | $9,500 |
| NURSE FAMILY PARTNERSHIP | |||||||
| 1900 GRANT ST NO 400 | DENVER | CO | 80203 | N/A | PC | General & Unrestricted | $9,000 |
| OPERATION FUEL INC | |||||||
| 75 CHARTER OAK AVE STE 2-240 | HARTFORD | CT | 06106 | N/A | PC | General & Unrestricted | $6,500 |
| PARTNERS IN HEALTH A NONPROFIT CORPORATION | |||||||
| PO BOX 996 | FREDERICK | MD | 21705 | N/A | PC | General & Unrestricted | $15,000 |
| PAUL SMITHS COLLEGE OF ARTS AND SCIENCES | |||||||
| PO BOX 265 | PAUL SMITHS | NY | 12970 | N/A | PC | John Dillon Park | $3,000 |
| PROSPECTS OPPORTUNITY AND ENRICHMENT INC | |||||||
| 25 PROSPECT ST | RIDGEFIELD | CT | 06877 | N/A | PC | General & Unrestricted | $1,500 |
| PROVIDENCE ASSEMBLY OF GOD | |||||||
| 353 ELMWOOD AVE | PROVIDENCE | RI | 02907 | N/A | PC | Support Faith in Action 2025 | $10,000 |
| SAVE THE CHILDREN FEDERATION INC | |||||||
| 501 KINGS HWY EAST STE 400 | FAIRFIELD | CT | 06825 | N/A | PC | Ending Child Marriage in Sierra Leone | $50,000 |
| SERRV INTERNATIONAL INC | |||||||
| 532 BALTIMORE BLVD STE 409 | WESTMINSTER | MD | 21157 | N/A | PC | General & Unrestricted | $2,500 |
| SEVA FOUNDATION | |||||||
| 1786 5TH ST | BERKELEY | CA | 94710 | N/A | PC | Service Delivery in Humla and Mustang Provinces, Nepal; Nepal RARE Study; Nepal Diabetic Eye Care and Remedies for Native Americans | $94,600 |
| THE MULTIPLE MYELOMA RESEARCH FOUNDATION INC | |||||||
| 383 MAIN AVE 5TH FL | NORWALK | CT | 06851 | N/A | PC | General & Unrestricted | $12,500 |
| WARRIOR EXPEDITIONS | |||||||
| 6621 FAIRWAY VIEW TRAIL | ROANOKE | VA | 24018 | N/A | PC | General & Unrestricted | $6,500 |
| YALE UNIVERSITY | |||||||
| PO BOX 7611 | NEW HAVEN | CT | 06519 | N/A | PC | Cardiovascular Diagnostics Innovation Fund led by Dr. Samit Shah | $45,000 |
| YALE UNIVERSITY | |||||||
| PO BOX 7611 | NEW HAVEN | CT | 06519 | N/A | PC | Dr. Inderjit Singh Pulmonary Vascular Research Fund | $63,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $680,230 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $296,003 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $521,529 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $8,337,683 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $9,155,215 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $9,155,215 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (9 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BARON FOCUSED GROWTH FD INSTI | $1,712,725 | $5,277,195 |
| BERKSHIRE HATHAWAY INC. CLASS | $610,384 | $3,886,160 |
| CANADIAN PACIFIC RAILWAY LTD | $372,895 | $3,886,450 |
| CRIMSON WINE GROUP, LTD | $90,550 | $137,115 |
| CUBAN ELECTRIC CO | $0 | $0 |
| FRANCISCO IND INC | $1,767 | $0 |
| JEFFERIES GROUP INC | $3,384,445 | $12,518,541 |
| OVINTIV INC | $87,435 | $65,941 |
| VITESSE ENERGY INC | $260,700 | $985,059 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $40,248 | $40,248 | |
| Bank Charges | $270 | $270 | |
| ANNUAL CREDIT CARD FEE | $75 | $75 | |
| Office Supplies | $166 | $166 | |
| State or Local Filing Fees | $750 | $750 | |
| TRAINING & PROF DEVELOPMENT | $28 | $28 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2025 | $5,200 |
| 990-PF Extension for 2024 | $700 |
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