WILLINPHILA FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- WILLINPHILA FOUNDATION (EIN 13-3933663)
- Tax period
- 2024-12-01 to 2025-11-30
- Filed
- 2026-04-10
- IRS object ID
- 202641009349101909
- Schema version
- 2024v5.5
- 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
- Schedule B
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Expenditure Responsibility Stmt
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-04-10T10:20:16-05:00 | ReturnTs |
| Tax Period End | 2025-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4 TIMES SQUARE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133933663 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE WILLINPHILA FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WILL | BusinessNameControlTxt |
| Phone | 2122074707 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 49 EAST 86TH STREET 15A | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100281060 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LINDA MUSSER | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2122074707 | PhoneNum |
| Signature | 2026-04-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | HANK MURATOVIC | PreparerPersonNm |
| PTIN | P00783192 | PTIN |
| Phone | 2123721000 | PhoneNum |
| Preparation | 2026-04-09 | PreparationDt |
| 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 | $1,553,168 | 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 | $680,708 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $2,371 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,371 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $4,626 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $4,626 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $327,620 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $490,444 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $327,620 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $248 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $248 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,015,573 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $334,865 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,250 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,625 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,625 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $5,098 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $76 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $250 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $150 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $100 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $10,598 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,851 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,725 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $144,423 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $144,423 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $155,021 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,851 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $147,148 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $860,552 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $332,014 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $24,328 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $133,468 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $133,468 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $107,703 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $198,512 | CorporateStockBOYAmt |
| Corporate Stock EOY | $412,805 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,419,700 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $330,543 | TotalAssetsBOYAmt |
| Total Assets EOY | $546,273 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,553,168 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $330,543 | RetainedEarningBOYAmt |
| Retained Earning EOY | $546,273 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $330,543 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $546,273 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $330,543 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $546,273 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $330,543 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $860,552 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,191,095 | SubtotalAmt |
| Other Decreases | $644,822 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $546,273 | 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 |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $490,444 | GrossSalesPriceAmt |
| Cost Or Other Basis | $162,824 | CostOrOtherBasisAmt |
| Gain Or Loss | $327,620 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $327,620 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $327,620 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,615 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,615 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,615 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,000 | 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 | $3,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $1,615 | TaxDueAmt |
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 | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | 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 | N/A | WebsiteAddressTxt |
| Individual With Books | LINDA S MUSSER | IndividualWithBooksNm |
| Phone | 2122074707 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 49 EAST 86TH STREET APT 15A | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100281060 | 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 | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| 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 |
|---|---|---|---|---|---|---|---|---|
| WILLIAM L MUSSER JR | ||||||||
| 49 EAST 86TH STREET APT 15A | NEW YORK | NY | 10028 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| LINDA S MUSSER | ||||||||
| 49 EAST 86TH STREET APT 15A | NEW YORK | NY | 10028 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| PHILIP ADRIAN MUSSER | ||||||||
| 1315 22ND STREET NW | WASHINGTON | DC | 20037 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| LILA MUSSER PRESTON | ||||||||
| 49 EAST 86TH STREET APT 15A | NEW YORK | NY | 10028 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NOT APPLICABLE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,295,499 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $74,443 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,369,942 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,369,942 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $20,549 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,349,393 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $67,470 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $67,470 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,615 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,615 | TotalTaxAmt |
| Distributable Before Adj | $62,855 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $62,855 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $62,855 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $147,148 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $147,148 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $62,855 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $26,818 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $37,081 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $111,344 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $35,211 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $71,213 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $281,667 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $147,148 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $62,855 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $84,293 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $365,960 | 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 | $26,818 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $339,142 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $37,081 | ExcessFromYear4Amt |
| Excess From Year3 | $111,344 | ExcessFromYear3Amt |
| Excess From Year2 | $35,211 | ExcessFromYear2Amt |
| Excess From Year1 | $71,213 | ExcessFromYear1Amt |
| Excess From Current Year | $84,293 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | WILLIAM L MUSSER JR | 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 Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AMERICAN MUSEUM OF NATURAL HISTORY | ||||||
| 200 CENTRAL PARK WEST | NEW YORK | NY | 10024 | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $278 |
| AMERICAN RIVERS INC | ||||||
| 1101 14TH STREET NW 1400 | WASHINGTON | DC | 20005 | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $10,000 |
| AUGUSTA AREA HISTORICAL SOCIETY | ||||||
| PO BOX 476 | AUGUSTA | MT | 59410 | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $5,060 |
| AUGUSTA FOOD SHARE | ||||||
| PO BOX 289 | AUGUSTA | MT | 59410 | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $500 |
| AUGUSTA PUBLIC SCHOOL | ||||||
| 410 BROADWAY STREET | AUGUSTA | MT | 59410 | GOV | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $10,500 |
| AUGUSTA VOLUNTEER FIRE DEPARTMENT | ||||||
| PO BOX 151 | AUGUSTA | MT | 59410 | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $1,500 |
| BREARLEY SCHOOL | ||||||
| 610 E 83RD STREET | NEW YORK | NY | 10028 | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $2,000 |
| CM RUSSELL MUSEUM | ||||||
| 400 13TH STREET N | GREAT FALLS | MT | 59401 | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $100 |
| CARES FOUNDATION | ||||||
| 2414 MORRIS AVENUE STE 110 | UNION | NJ | 07083 | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $1,000 |
| CASTLETON RANCH HORSE RESCUE INC | ||||||
| 28581 OLD RANCH DRIVE | VALLEY CENTER | CA | 92082 | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $1,250 |
| CENTER FOR COMPREHENSIVE HEALTH PRACTICE | ||||||
| 35 EAST 110TH STREET 4TH FLOOR | NEW YORK | NY | 10029 | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $1,250 |
| CENTER FOR THE COLLABORATIVE CLASSROOM | ||||||
| 1001 MARINA VILLAGE WAY 110 | ALAMEDA | CA | 94501 | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $5,000 |
| CENTRAL PARK CONSERVANCY | ||||||
| 717 FIFTH AVENUE | NEW YORK | NY | 10022 | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $500 |
| CHAMBER MUSIC SOCIETY LINCOLN CENTER | ||||||
| 70 LINCOLN CENTER PLAZA 10TH FLOOR | NEW YORK | AZ | 10023 | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $5,000 |
| CHANCES FOR CHILDREN | ||||||
| 424 E 147TH ST 4TH FLOOR | NEW YORK | NY | 10455 | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $2,000 |
| CLIMATE REALITY | ||||||
| 555 12TH STREET NW SUITE 350 | WASHINGTON | DC | 20004 | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $5,000 |
| COALITION FOR HOMELESS | ||||||
| 129 FULTON STREET | NEW YORK | NJ | 10038 | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $1,000 |
| CORE COMMUNITY ORGANIZED RELIEF EFFORT | ||||||
| 910 N HILL ST | LOS ANGELES | CA | 90012 | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $2,000 |
| CORNELL LAB OF ORNITHOLOGY | ||||||
| 159 SAPSUCKER WOODS ROAD | ITHACA | NY | 14850 | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $120 |
| CURE ALZHEIMER'S FUND | ||||||
| 34 WASHINGTON ST 230 | WELLESLEY HILLS | MA | 02481 | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $1,000 |
| ECOHEALTH ALLIANCE | ||||||
| 6 LIBERTY SQUARE PMB 520 | BOSTON | MA | 02109 | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $500 |
| FISHERS ISLAND COMMUNITY CENTER | ||||||
| PO BOX 464 | FISHERS ISLAND | NY | 06390 | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $250 |
| FISHERS ISLAND CONSERVANCY | ||||||
| PO BOX 553 | FISHERS ISLAND | NY | 06390 | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $500 |
| FISHERS ISLAND FIRE DEPARTMENT | ||||||
| PO BOX 123 | FISHERS ISLAND | NY | 06390 | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $4,000 |
| FISHERS ISLAND LIBRARY ASSOCIATION | ||||||
| PO BOX 366 | FISHERS ISLAND | NY | 06390 | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $250 |
| FISHERS ISLAND UNION CHAPEL | ||||||
| 821 CRESCENT AVE | FISHERS ISLAND | NY | 06390 | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $700 |
| FRESH AIR FUND | ||||||
| 633 THIRD AVENUE 14TH FLOOR | NEW YORK | NY | 10017 | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $1,150 |
| FRICK COLLECTION | ||||||
| 1 EAST 70TH STREET | NEW YORK | NY | 10021 | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $250 |
| FRIENDS OF MONTANA PBS INC | ||||||
| PO BOX 173340 | BOZEMAN | MT | 59717 | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $400 |
| HENRY L FERGUSON MUSEUM | ||||||
| PO BOX 554 | FISHERS ISLAND | NY | 06390 | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $750 |
| IDAHO BASECAMP | ||||||
| PO BOX 682 | KETCHUM | ID | 83340 | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $10,000 |
| ISLAND HEALTH PROJECT | ||||||
| PO BOX 344 | FISHERS ISLAND | NY | 06390 | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $1,000 |
| ISLAND PEOPLE'S PROJECT | ||||||
| PO BOX 523 | FISHERS ISLAND | NY | 06390 | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $100 |
| KENYON COLLEGE | ||||||
| 106 COLLEGE PARK DRIVE | GAMBIER | OH | 43022 | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $12,500 |
| LET'S WIN PANCREATIC CANCER | ||||||
| 422 E 72ND STREET SUITE 9F | NEW YORK | NY | 10021 | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $1,000 |
| MONTANA HISTORY FOUNDATION | ||||||
| 1750 N WASHINGTON ST | HELENA | MT | 59601 | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $5,000 |
| MONTANA LAND RELIANCE | ||||||
| 401 N CALIFORNIA ST | HELENA | MT | 59601 | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $10,000 |
| MONTANA PUBLIC RADIO | ||||||
| 32 CAMPUS DRIVE | MISSOULA | MT | 59812 | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $200 |
| MONTANA WILDERNESS SCHOOL | ||||||
| PO BOX 1183 | BOZEMAN | MT | 59771 | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $1,000 |
| MUSICIANS EMERGENCY FUND | ||||||
| 178 COLUMBUS AVENUE | NEW YORK | NY | 10023 | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $2,000 |
| NEW YORK INSTITUTE FOR SPECIAL EDUCATION | ||||||
| 999 PELHAM PARKWAY | BRONX | NY | 10469 | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $8,000 |
| NEW YORK PHILHARMONIC | ||||||
| 10 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $250 |
| NEW YORK PUBLIC RADIO | ||||||
| 160 VARICK STREET | NEW YORK | NY | 10013 | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $915 |
| NEW YORK TIMES COMMUNITIES FUND | ||||||
| PO BOX 5193 | NEW YORK | NY | 10087 | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $3,000 |
| PHILLIPS ACADEMY | ||||||
| 180 MAIN STREET | ANDOVER | MA | 01810 | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $1,000 |
| PLANNED PARENTHOOD FEDERATION OF AMERICA | ||||||
| 123 WILLIAM STREET 10TH FLOOR | NEW YORK | NY | 10038 | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $1,000 |
| ROCKY MOUNTAIN FRONT WEED ROUNDTABLE INC | ||||||
| PO BOX 663 | CHOTEAU | MT | 59422 | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $200 |
| ST BERNARDS SCHOOL INC | ||||||
| 4 EAST 98TH STREET | NEW YORK | NY | 10029 | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $2,000 |
| THE BATTERY CONSERVANCY | ||||||
| 90 BROAD STREET 15TH FLOOR | NEW YORK | NY | 10004 | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $1,500 |
| THE METROPOLITAN MUSEUM OF ART | ||||||
| 1000 FIFTH AVENUE | NEW YORK | NY | 10028 | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $600 |
| THE SAINT ANDREW MUSIC SOCIETY | ||||||
| 921 MADISON AVENUE | NEW YORK | NY | 10021 | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $200 |
| WALSH PARK BENEVOLENT CORPORATION | ||||||
| PO BOX 684 | FISHERS ISLAND | NY | 06390 | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $2,000 |
| WHYY INC | ||||||
| 150 NORTH SIXTH STREET | PHILADELPHIA | PA | 19106 | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $1,650 |
| WILD MONTANA | ||||||
| 80 S WARREN STREET | HELENA | MT | 59601 | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $15,000 |
| WNET THIRTEEN | ||||||
| 825 EIGHTH AVENUE | NEW YORK | NY | 10019 | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $144,423 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,371 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,626 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $327,620 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CLASS ACTION SETTLEMENT PROCEEDS | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $248 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $334,865 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $334,865 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| LINDA S MUSSER | ||||||
| 1 | 49 EAST 86TH STREET APT 15A | NEW YORK | NY | 10028 | $56,468 | Yes (X) |
| WILLIAM L MUSSER JR | ||||||
| 2 | 49 EAST 86TH STREET APT 15A | NEW YORK | NY | 10028 | $624,240 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 400 SHARES ARISTA NETWORKS INC REG | $56,468 | 2025-09-04 |
| 2 | 1000 SHARES META PLATFORMS INC | $624,240 | 2024-12-12 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $5,250 | Amt |
| Net Investment Income | $2,625 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,625 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | N/A | Desc |
| Amt | $0 | Amt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MUSICIANS EMERGENCY FUND | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 178 COLUMBUS AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10023 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2025-11-18 | GrantDt |
| Grant | $2,000 | GrantAmt |
| Purpose Of Grant | TO ADVOCATE FOR EXTRAORDINARY ARTIST AND THEIR SPECIAL PROJECTS | PurposeOfGrantTxt |
| Expended By Grantee | $2,000 | ExpendedByGranteeAmt |
| Any Diversion By Grantee | NO PART OF THE GRANT WAS USED FOR OTHER THAN CHARITABLE PURPOSES | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | REPORT RECEIVED 03/13/25 | DatesOfReportsByGranteeTxt |
| Verification | 2026-01-08 | VerificationDt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (11 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALAMOS GOLD INC | $51,422 | $75,000 |
| ALPHABET INC CL A | $3,762 | $80,045 |
| ANALOG DEVICES INC COM | $17,490 | $132,670 |
| AXSOME THERAPEUTICS INC | $56,644 | $151,500 |
| DIGITAL TURBINE INC | $60,911 | $81,430 |
| META PLATFORMS INC | $14,333 | $485,963 |
| NVIDIA | $76,553 | $212,400 |
| OR ROYALTIES INC | $30,837 | $69,800 |
| PAN AMERN SILVER CORP | $1,679 | $608 |
| REVOLUTION MEDICINES INC | $45,924 | $77,760 |
| UBER TECHNOLOGIES INC | $53,250 | $52,524 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DONATED SECURITIES COST BASIS ADJUSTMENT | Desc |
| Amt | $644,822 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EMA ANNUAL FEE | $150 | $150 | $0 |
| NYS DEPT OF LAW | $100 | $0 | $100 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CLASS ACTION SETTLEMENT PROCEEDS | Desc |
| Revenue And Expenses Per Books | $248 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $248 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $248 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX | $76 | $76 | $0 |
| FEDERAL EXCISE TAX | $5,022 | $0 | $0 |
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