THE MEEKER ROM FAMILY FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- THE MEEKER ROM FAMILY FOUNDATION (EIN 81-4627328)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-04-03
- IRS object ID
- 202640939349100814
- Schema version
- 2025v4.1
- 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
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-04-03T10:16:45-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | 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 | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 814627328 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Meeker Rom Grausz Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | MEEK | 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 | Daniel S Grausz | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2026-03-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
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 | 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 | $8,337,173 | 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 | $11,081 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $11,081 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $191,466 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $191,466 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $658,713 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,351,466 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $658,713 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $861,260 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $861,260 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $71,228 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $71,228 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $12,604 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $804 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $26,078 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $26,078 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $109,910 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $72,032 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $26,078 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $376,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $376,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $486,410 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $72,032 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $402,578 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $374,850 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $789,228 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $243,148 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,280,815 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,280,815 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $753,529 | USGovernmentObligationsBOYAmt |
| Corporate Stock BOY | $3,732,468 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,823,180 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,056,358 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $4,729,145 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,103,995 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,337,173 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $4,729,145 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,103,995 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,729,145 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,103,995 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,729,145 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,103,995 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,729,145 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $374,850 | ExcessRevenueOverExpensesAmt |
| Subtotal | $5,103,995 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $5,103,995 | 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 | $3,351,466 | GrossSalesPriceAmt |
| Cost Or Other Basis | $2,692,753 | CostOrOtherBasisAmt |
| Gain Or Loss | $658,713 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $658,713 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $658,713 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $10,970 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $10,970 | SubtotalAmt |
| Tax Based On Investment Income | $10,970 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,273 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $7,273 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $3,697 | TaxDueAmt |
| Refund | $0 | RefundAmt |
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 | DE | 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 | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| 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 (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 |
|---|---|---|---|---|---|---|---|---|
| Dan Grausz | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Treas | 1.0 | $0 | $0 | $0 |
| Clare Hodgson Meeker | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Co- Pres, Dir | 1.0 | $0 | $0 | $0 |
| Holly Meeker Rom | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Co- Pres, Dir | 1.0 | $0 | $0 | $0 |
| William N Rom | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Sec | 1.0 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UBS Financial Services | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7700 Wisconsin Ave Suite 300 | AddressLine1Txt |
| City | Bethesda | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20814 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Investment Mgmt | ServiceTypeTxt |
| Compensation | $71,228 | CompensationAmt |
| 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 | $7,788,335 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $396,723 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,185,058 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,185,058 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $122,776 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,062,282 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $403,114 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $403,114 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $10,970 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $10,970 | TotalTaxAmt |
| Distributable Before Adj | $392,144 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $392,144 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $392,144 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $402,578 | 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 | $402,578 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $392,144 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $360,768 | UndistributedIncomePYAmt |
| Prior Year1 | 2023 | PriorYear1Yr |
| Prior Year2 | 2022 | PriorYear2Yr |
| Prior Year3 | 2021 | PriorYear3Yr |
| Qualifying Distributions | $402,578 | QualifyingDistributionsAmt |
| Applied To Year1 | $360,768 | AppliedToYear1Amt |
| Applied To Current Year | $41,810 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $350,334 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (55 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACADEMY OF AMERICAN POETS INCORPORATED | |||||||
| 75 MAIDEN LN RM 901 | NEW YORK | NY | 10038 | N/A | PC | General & Unrestricted | $3,000 |
| ALCHEMY ART CENTER | |||||||
| 1255 WOLD RD | FRIDAY HARBOR | WA | 98250 | N/A | PC | In support of the artist-in-residence program | $20,000 |
| ANDERSON RANCH ARTS FOUNDATION | |||||||
| PO BOX 5598 | SNOWMASS VLG | CO | 81615 | N/A | PC | General & Unrestricted | $5,000 |
| ARTS IGNITE INC | |||||||
| 240 W 40TH ST 2ND FL | NEW YORK | NY | 10018 | N/A | PC | General & Unrestricted | $2,000 |
| AUTHORS GUILD FDN INC | |||||||
| 31 E 32ND ST RM 901 | NEW YORK | NY | 10016 | N/A | SO I | General & Unrestricted | $5,000 |
| CALIFORNIA POETS IN THE SCHOOL | |||||||
| PO BOX 1328 | SANTA ROSA | CA | 95402 | N/A | PC | School Programs | $5,000 |
| CATHARINE LORILLARD WOLFE ART CLUB INC | |||||||
| 802 BROADWAY | NEW YORK | NY | 10003 | N/A | PC | General & Unrestricted | $10,000 |
| CENTRAL PARK CONSERVANCY INC | |||||||
| 717 FIFTH AVE | NEW YORK | NY | 10022 | N/A | PC | General & Unrestricted | $5,000 |
| CHRONICLE SEASON OF SHARING FUND | |||||||
| 901 MISSION ST | SAN FRANCISCO | CA | 94103 | N/A | PC | General & Unrestricted | $10,000 |
| CITY HARVEST INC | |||||||
| 150 52ND ST | BROOKLYN | NY | 11232 | N/A | PC | General & Unrestricted | $3,000 |
| CONSERVATION LANDS FOUNDATION | |||||||
| 835 E 2ND AVE 305 | DURANGO | CO | 81301 | N/A | PC | General & Unrestricted | $5,000 |
| CORAL RESTORATION FOUNDATION INC | |||||||
| 89111 OVERSEAS HWY | TAVERNIER | FL | 33070 | N/A | PC | General & Unrestricted | $7,500 |
| EARTHJUSTICE | |||||||
| 180 STEUART ST 194330 | SAN FRANCISCO | CA | 94105 | N/A | PC | General & Unrestricted | $25,000 |
| ELY FOLK SCHOOL | |||||||
| 209 E SHERIDAN ST | ELY | MN | 55731 | N/A | PC | General & Unrestricted | $2,000 |
| ENVIRONMENTAL DEFENSE FUND INCORPORATED | |||||||
| PO BOX 98051 | WASHINGTON | DC | 20090 | N/A | PC | General & Unrestricted | $5,000 |
| EVERY ORG | |||||||
| 58 W PORTAL AVE STE 781 | SAN FRANCISCO | CA | 94127 | N/A | PC | Defending Our Neighbors Fund | $5,000 |
| FORTERRA NW | |||||||
| 5101 14TH AVE NW STE 200 307 | SEATTLE | WA | 98107 | N/A | PC | General & Unrestricted | $35,000 |
| FOUNTAIN HOUSE INC | |||||||
| 425 W 47TH ST | NEW YORK | NY | 10036 | N/A | PC | Art gallery and arts scholarship fund | $7,000 |
| FRIDAY HARBOR FOOD BANK | |||||||
| PO BOX 1642 | FRIDAY HARBOR | WA | 98250 | N/A | PC | General & Unrestricted | $5,000 |
| FRIENDS OF THE BOUNDARY WATERS WILDERNESS | |||||||
| 2550 UNIVERSITY AVE W STE 180S | SAINT PAUL | MN | 55114 | N/A | PC | General & Unrestricted | $5,000 |
| GRAND MARAIS ARTS INC | |||||||
| PO BOX 626 | GRAND MARAIS | MN | 55604 | N/A | PC | General & Unrestricted | $3,000 |
| INNER SUNSET PARK NEIGHBORS | |||||||
| 1032 IRVING ST | SAN FRANCISCO | CA | 94122 | N/A | PC | General & Unrestricted | $2,500 |
| INSTITUTE FOR SUSTAINABLE COMMUNITIES | |||||||
| 535 STONE CUTTERS WAY | MONTPELIER | VT | 05602 | N/A | PC | General & Unrestricted | $30,000 |
| ISLAND STAGE LEFT | |||||||
| 1062 WOLD RD | FRIDAY HARBOR | WA | 98250 | N/A | PC | General & Unrestricted | $500 |
| JOYCE L SOBEL FAMILY RESOURCE CENTER | |||||||
| PO BOX 1981 | FRIDAY HARBOR | WA | 98250 | N/A | PC | Fresh Bucks Program | $5,000 |
| KQED INC | |||||||
| 2601 MARIPOSA ST | SAN FRANCISCO | CA | 94110 | N/A | PC | General & Unrestricted | $5,000 |
| KUOW-PUGET SOUND PUBLIC RADIO | |||||||
| 4518 UNIVERSITY WAY NE STE 310 | SEATTLE | WA | 98105 | N/A | PC | General & Unrestricted | $5,000 |
| LEAGUE OF CONSERVATION VOTERS EDUCATION FUND | |||||||
| 740 15TH ST NW 7TH FL | WASHINGTON | DC | 20005 | N/A | PC | General & Unrestricted | $15,000 |
| LEGAL VOICE | |||||||
| 907 PINE ST STE 500 | SEATTLE | WA | 98101 | N/A | PC | General & Unrestricted | $5,000 |
| Love Elementary | |||||||
| 2025 SANTA CLARA AVE | Alameda | CA | 94501 | N/A | GOV | Love Elementary programs designed to address the needs of diverse racial groups | $5,000 |
| MINNESOTA CENTER FOR ENVIRONMENTAL ADVOCACY | |||||||
| 1919 UNIVERSITY AVE W STE 515 | SAINT PAUL | MN | 55104 | N/A | PC | General & Unrestricted | $5,000 |
| MINNESOTA NEWS MEDIA INSTITUTE INC | |||||||
| 10 S 5TH ST STE 1105 | MINNEAPOLIS | MN | 55402 | N/A | PC | Timberjay fund | $1,500 |
| NATURAL RESOURCES DEFENSE COUNCIL INC | |||||||
| 40 WEST 20TH ST 11TH FLOOR | NEW YORK | NY | 10011 | N/A | PC | General & Unrestricted | $5,000 |
| NEW YORK BOTANICAL GARDEN | |||||||
| 2900 SOUTHERN BLVD | BRONX | NY | 10458 | N/A | PC | General & Unrestricted | $5,500 |
| NEW YORK LEAGUE OF CONSERVATION VOTERS EDUCATION F | |||||||
| 30 BROAD ST 30TH FLOOR | NEW YORK | NY | 10004 | N/A | PC | General & Unrestricted | $3,500 |
| NEW YORK PUBLIC RADIO | |||||||
| PO BOX 1550 | NEW YORK | NY | 10116 | N/A | PC | General & Unrestricted | $5,000 |
| NORTHEASTERN UNIVERSITY | |||||||
| 360 HUNTINGTON AVE 216-110 | BOSTON | MA | 02115 | N/A | PC | Mills College Art Museum at Northeastern University | $5,000 |
| NORTHEASTERN UNIVERSITY | |||||||
| 360 HUNTINGTON AVE 216-110 | BOSTON | MA | 02115 | N/A | PC | The Mills Institute Fund | $3,000 |
| NORTHERN LAKES ARTS ASSOCIATION | |||||||
| 1900 E CAMP ST | ELY | MN | 55731 | N/A | PC | General & Unrestricted | $2,000 |
| PTA CALIFORNIA CONGRESS OF PARENTS TEACHERS & STUD | |||||||
| 1920 41ST AVE | SAN FRANCISCO | CA | 94116 | N/A | PC | Sunset Elementary PTA | $5,000 |
| RYE ART CENTER INC | |||||||
| 51 MILTON RD | RYE | NY | 10580 | N/A | PC | General & Unrestricted | $2,000 |
| SAN JUAN ISLANDS MUSEUM OF ART | |||||||
| PO BOX 339 | FRIDAY HARBOR | WA | 98250 | N/A | PC | General & Unrestricted | $7,500 |
| SEATTLE ARTS AND LECTURES INC | |||||||
| 340 E 15TH AVE 301 | SEATTLE | WA | 98112 | N/A | PC | Writers in the Schools program | $5,000 |
| SIERRA CLUB FOUNDATION | |||||||
| 2101 WEBSTER ST STE 1250 | OAKLAND | CA | 94612 | N/A | PC | General & Unrestricted | $1,000 |
| THE ASPEN INSTITUTE | |||||||
| 1000 NORTH THIRD ST | ASPEN | CO | 81611 | N/A | PC | General & Unrestricted | $5,000 |
| THE CARL SCHURZ PARK CONSERVANCY INC | |||||||
| 1483 YORK AVE NO 20523 | NEW YORK | NY | 10075 | N/A | PC | General & Unrestricted | $8,000 |
| THE METROPOLITAN MUSEUM OF ART | |||||||
| 1000 FIFTH AVE | NEW YORK | NY | 10028 | N/A | PC | General & Unrestricted | $15,000 |
| TIDES CENTER | |||||||
| PO BOX 889385 | LOS ANGELES | CA | 90088 | N/A | PC | for "ClimateVoice - 1505" overseen by the Tides Center | $3,000 |
| UNICEF USA IMPACT FUND FOR CHILDREN INC | |||||||
| 125 MAIDEN LANE 10TH FL | NEW YORK | NY | 10038 | N/A | SO I | General & Unrestricted | $5,000 |
| UNIVERSITY OF MINNESOTA FOUNDATION | |||||||
| 200 OAK ST SE STE 500 | MINNEAPOLIS | MN | 55455 | N/A | PC | To support the Dr. William and Holly Rom Fellowship in Climate Change Policy in the Hubert H. Humphrey School of Public Affairs | $10,000 |
| UNIVERSITY OF MINNESOTA FOUNDATION | |||||||
| 200 OAK ST SE STE 500 | MINNEAPOLIS | MN | 55455 | N/A | PC | Humphrey School for William and Holly Rom Climate and Health Policy Fellowship | $15,000 |
| WILDERNESS SOCIETY | |||||||
| 1801 PENNSYLVANIA AVE NW STE 200 | WASHINGTON | DC | 20006 | N/A | PC | General & Unrestricted | $1,000 |
| WNET | |||||||
| 825 8TH AVENUE | NEW YORK | NY | 10019 | N/A | PC | General & Unrestricted | $5,000 |
| WOODLAND PARK ZOOLOGICAL SOCIETY | |||||||
| 5500 PHINNEY AVE N | SEATTLE | WA | 98103 | N/A | PC | General & Unrestricted | $3,000 |
| WORLD CENTRAL KITCHEN INCORPORATED | |||||||
| PO BOX 96538 | WASHINGTON | DC | 20090 | N/A | PC | General & Unrestricted | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $376,500 | 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 | $11,081 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $191,466 | 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 | $658,713 | 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 | $861,260 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $861,260 | 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 (40 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABS | $47,352 | $51,118 |
| ABBVIE INC | $53,150 | $63,977 |
| ACCENTURE PLC | $25,188 | $48,294 |
| AMERICAN EXPRESS CO | $42,227 | $59,192 |
| ANALOG DEVICES INC | $53,118 | $75,122 |
| APPLE INC | $55,935 | $286,812 |
| AUTOMATIC DATA PROCESSING INC | $52,917 | $46,559 |
| BERKSHIRE HATHAWAY INC DEL CL | $246,765 | $754,800 |
| BERKSHIRE HATHAWAY INC. CLASS | $199,880 | $610,720 |
| BLACKROCK INC | $38,720 | $59,939 |
| BOFA FIN LLC CAL LKD 27 | $200,000 | $199,000 |
| BROADCOM INC | $53,047 | $97,254 |
| CHUBB LIMITED | $26,526 | $58,366 |
| EATON CORP PLC | $52,610 | $58,606 |
| FINANCIAL SELECT SECTOR SPDR F | $152,973 | $333,768 |
| GS FIN CORP AUTOCAL LKD 28-1 | $599,999 | $606,600 |
| HOME DEPOT INC | $24,261 | $50,239 |
| INVESCO QQQ TRUST | $182,380 | $737,172 |
| ISHARES HIGH DIVIDEND EQUITY F | $336,952 | $467,834 |
| ISHARES MORNINGSTAR MID CAP ET | $539,661 | $1,006,161 |
| JP MORGAN CHASE | $27,200 | $70,244 |
| KLA TENCOR CORP | $52,654 | $93,561 |
| LINDE PLC COM | $23,203 | $49,888 |
| LOCKHEED MARTIN CORP | $34,472 | $53,204 |
| MARSH AND MCLENNAN COMPANIES I | $18,761 | $35,620 |
| MCDONALD'S CORP | $23,879 | $50,735 |
| MICROSOFT CORP | $38,041 | $151,857 |
| MORGAN STANLEY | $42,384 | $65,154 |
| ORACLE CORP | $52,850 | $74,261 |
| PROCTER GAMBLE CO | $38,912 | $46,576 |
| PROLOGIS | $53,492 | $66,383 |
| RAYTHEON TECHNOLOGIES CORP | $34,846 | $77,945 |
| REPUBLIC SVCS INC | $16,951 | $45,777 |
| SELECT SECTOR SPDR UTILITIES | $106,171 | $115,690 |
| TAIWAN SEMICONDUCTOR MFG CO LT | $52,961 | $99,372 |
| TEXAS INSTRUMENTS INC | $44,123 | $57,078 |
| THE COCA-COLA CO | $36,970 | $51,524 |
| TJX COMPANIES INC | $52,906 | $64,209 |
| TRANE TECHNOLOGIES PLC | $52,487 | $58,380 |
| UNION PACIFIC | $36,256 | $57,367 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $26,053 | $26,053 |
| State or Local Filing Fees | $25 | $25 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $71,228 | Amt |
| Net Investment Income | $71,228 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2025 | $7,200 | |
| 990-PF Extension for 2024 | $4,600 | |
| Foreign Tax Paid | $804 | $804 |