SQUARE TABLE FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- SQUARE TABLE FOUNDATION (EIN 85-3038667)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-04-15
- IRS object ID
- 202641059349100964
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-04-15T19:11:37-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 133050313 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SACKS PRESS & LACHER PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 THIRD AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100161901 | 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 | 853038667 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SQUARE TABLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SQUA | BusinessNameControlTxt |
| Phone | 2126826640 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO SACKS 600 THIRD AVE 2604 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10016 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARY KIRK | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 2126826640 | PhoneNum |
| Signature | 2026-02-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GARY D LACHER | PreparerPersonNm |
| PTIN | P00192831 | PTIN |
| Phone | 2126826640 | PhoneNum |
| Preparation | 2026-02-15 | PreparationDt |
| 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 | $3,282,457 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $28,793 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $28,793 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $212,908 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,194,755 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $300,445 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $241,701 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $329,238 | 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 |
| Legal Fees Rev And Expnss | $220 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $24,369 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $24,369 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,855 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $279 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,712 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,323 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $33,156 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $27,971 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $165,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $165,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $198,156 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $27,971 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $165,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $43,545 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $301,267 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $268,873 | CashBOYAmt |
| Cash EOY | $95,072 | CashEOYAmt |
| Cash EOYFMV | $95,072 | CashEOYFMVAmt |
| Corporate Stock BOY | $1,942,626 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,159,972 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,187,385 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $2,211,499 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,255,044 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,282,457 | 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 | $2,211,499 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,255,044 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,211,499 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,255,044 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,211,499 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,255,044 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,211,499 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $43,545 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,255,044 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,255,044 | 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 | $1,194,755 | GrossSalesPriceAmt |
| Cost Or Other Basis | $894,310 | CostOrOtherBasisAmt |
| Gain Or Loss | $300,445 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $300,445 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $300,445 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,188 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,188 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,188 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,000 | 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 | $8,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $3,812 | OverpaymentAmt |
| Applied To ES Tax | $3,812 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SACKS PRESS & LACHER PC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2126826640 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 THIRD AVE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10016 | 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 | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (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 |
|---|---|---|---|---|---|---|---|---|
| RACHEL BULLOCK | ||||||||
| C/O SACKS 600 THIRD AVENUE | NEW YORK | NY | 10016 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| KACEY ELFSTROM | ||||||||
| C/O SACKS 600 THIRD AVENUE | NEW YORK | NY | 10016 | SECRETARY | 1.00 | $0 | $0 | $0 |
| WHEATON MAHONEY | ||||||||
| C/O SACKS 600 THIRD AVENUE | NEW YORK | NY | 10016 | TREASURER | 1.00 | $0 | $0 | $0 |
| MARY C KIRK | ||||||||
| C/O SACKS 600 THIRD AVENUE | NEW YORK | NY | 10016 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| PETRA ELFSTROM | ||||||||
| C/O SACKS 600 THIRD AVENUE | NEW YORK | NY | 10016 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| KOSMAS BRANDENBERG | ||||||||
| C/O SACKS 600 THIRD AVENUE | NEW YORK | NY | 10016 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| RUFUS MAHONEY | ||||||||
| C/O SACKS 600 THIRD AVENUE | NEW YORK | NY | 10016 | DIRECTOR | 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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,077,960 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $230,259 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,308,219 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,308,219 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $49,623 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,258,596 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $162,930 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $162,930 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,188 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,188 | TotalTaxAmt |
| Distributable Before Adj | $158,742 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $158,742 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $158,742 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $165,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $165,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $158,742 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $12,381 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $12,381 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $165,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $158,742 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $6,258 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $18,639 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $18,639 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $12,381 | ExcessFromYear1Amt |
| Excess From Current Year | $6,258 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AMERICAN CIVIL LIBERTIES UNION FOUNDATION INC | ||||||
| 125 BROAD ST | NEW YORK | NY | 10004 | PC | GENERAL PURPOSES | $1,000 |
| BHUTAN FOUNDATION | ||||||
| 1050 CONNECTICUT AVE NW | WASHINGTON | DC | 20036 | PC | GENERAL PURPOSES | $12,000 |
| CHASE EMERSON MEMORIAL LIBRARY | ||||||
| 17 MAIN STREET | DEER ISLE | MN | 04627 | PC | GENERAL PURPOSES | $7,000 |
| DETENTION WATCH NETWORK | ||||||
| 1730 RHODE ISLAND AV | WASHINGTON | DC | 20036 | PC | GENERAL PURPOSES | $5,000 |
| DOCTORS WITHOUT BORDERS USA INC | ||||||
| 40 RECTOR ST | NEW YORK | NY | 10006 | PC | GENERAL PURPOSES | $5,000 |
| ELEPHANTS HAVENS WILDLIFE FOUNDATION | ||||||
| 4104 CALCULUS DRIVE | DALLAS | TX | 75244 | PC | GENERAL PURPOSES | $5,000 |
| ENVIRONMENTAL DEFENSE FUND | ||||||
| 257 PARK AVE SO | NEW YORK | NY | 10010 | PC | GENERAL PURPOSES | $1,000 |
| FOOD BANK OF WESTERN MASSACHUSETTS | ||||||
| 25 CAREW ST | CHICOPEE | MA | 01020 | PC | GENERAL PURPOSES | $5,000 |
| FRIENDS OF NATHANIEL WITHERELL | ||||||
| 70 PARSONAGE RD | GREEWICH | CT | 06830 | PC | GENERAL PURPOSES | $2,000 |
| GREENWICH BOTANICAL CENTER | ||||||
| PO BOX 1600 | COS COB | CT | 06807 | PC | GENERAL PURPOSES | $4,000 |
| GUIDE DOG FOUNDATION FOR THE BLIND INC | ||||||
| 371 E JERICHO TURNPIKE | SMITHTOWN | NY | 11787 | PC | GENERAL PURPOSES | $1,000 |
| JUSTICE IN MOTION | ||||||
| PO BOX 160128 | BROOKLYN | NY | 11216 | PC | GENERAL PURPOSES | $5,000 |
| LENAPE CENTER | ||||||
| 20 VESEY ST | NEW YORK | NY | 10007 | PC | GENERAL PURPOSES | $20,000 |
| MAYAN EDUCATION AND SUPPORT ALLIANCE | ||||||
| PO BOX 131 | BOW | WA | 98232 | PC | GENERAL PURPOSES | $6,000 |
| NIJC NFP | ||||||
| 111 W JACKSON BLVD | CHICAGO | IL | 60604 | PC | GENERAL PURPOSES | $5,000 |
| NOMADIC GUARDIANS FOUNDATION | ||||||
| 112 HEMLOCK VALLEY RD | EAST HADDAM | CT | 06423 | PC | GENERAL PURPOSES | $25,000 |
| NORTH EAST COMMUNITY CENTER INC | ||||||
| 51 SO CENTER ST | MILLERTON | NY | 12546 | PC | GENERAL PURPOSES | $5,000 |
| PALESTINE CHILDRENS RELIEF FUND | ||||||
| 2600 W OLIVE AVE | BURBANK | CA | 91505 | PC | GENERAL PURPOSES | $5,000 |
| RACHELS TABLE OF WESTERN MASSACHUSETTS | ||||||
| 1160 DICKINSON ST | SPRINGFIELD | MA | 01108 | PC | GENERAL PURPOSES | $5,000 |
| READING AND WRITING VENTURES | ||||||
| 653 BERNARDSTON ROAD | GREENFIELD | MA | 01301 | PC | GENERAL PURPOSES | $20,000 |
| TAILS OF TWO CITIES SANCTUARY | ||||||
| 326 TWIN SISTERS RD | NEDERLAND | CO | 80466 | PC | GENERAL PURPOSES | $5,000 |
| THE CROSBY FUND FOR HAITIAN EDUCATION | ||||||
| 19 BINNEY RD | OLD LYME | CT | 06371 | PC | GENERAL PURPOSES | $1,000 |
| TSECHEN KUNCHAB LING | ||||||
| 12 EDMUNDS LN | WALDEN | NY | 12586 | PC | GENERAL PURPOSES | $5,000 |
| WHALE AND DOLPHIN CONSERVATION | ||||||
| 225 WATER ST | PLYMOUTH | MA | 02360 | PC | GENERAL PURPOSES | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $165,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $28,793 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $212,908 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $241,701 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $241,701 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $2,000 | Amt |
| Net Investment Income | $2,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (26 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| A S M L HOLDING N.V. -209 SHS | $133,109 | $223,601 |
| AIRBNB, INC. -337 SHS | $33,778 | $45,738 |
| AMPHENOL CORP NEW CL A -437 SHS | $59,988 | $59,056 |
| AXON ENTERPRISE, INC. -209 SHS | $130,717 | $118,697 |
| BLACKSTONE GROUP INC -859 SHS | $80,458 | $132,406 |
| BOSTON SCIENTIFIC CORPORATION -1085 SHS | $105,783 | $103,455 |
| BROADCOM INC -563 SHS | $113,552 | $194,854 |
| COLGATE-PALMOLIVE COMPANY -289 SHS | $24,444 | $22,837 |
| ELI LILLY & CO -175 SHS | $85,612 | $188,069 |
| FAIR, ISAAC INC -76 SHS | $126,350 | $128,487 |
| GILEAD SCIENCES INC -143 SHS | $8,188 | $17,552 |
| INTUIT -191 SHS | $78,459 | $126,522 |
| INTUITIVE SURGICAL INC -253 SHS | $38,592 | $143,289 |
| ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND FUND -430 SHS | $58,904 | $47,382 |
| MSCI INC -202 SHS | $104,589 | $115,893 |
| NETFLIX COM INC -1710 SHS | $33,841 | $160,330 |
| NVIDIA CORP -1145 SHS | $63,675 | $213,543 |
| S & P GLOBAL INC. -242 SHS | $69,502 | $126,467 |
| SERVICENOW, INC. -427 SHS | $71,335 | $65,412 |
| SHOPIFY INC -868 SHS | $94,511 | $139,722 |
| SPDR S&P 500 ETF TRUST -265 SHS | $124,423 | $180,709 |
| SPOTIFY TECHNOLOGY S.A -149 SHS | $86,077 | $86,526 |
| SYNOPSYS INC -378 SHS | $183,420 | $177,554 |
| TRANSDIGM GROUP INC -82 SHS | $106,131 | $109,048 |
| VERTEX PHARMACEUTICALS INC -147 SHS | $65,780 | $66,644 |
| VISA INC-CLASS A SHRS -552 SHS | $78,754 | $193,592 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $220 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CUSTODY FEE | $1,323 | $1,323 | $0 |
| FILING FEES | $389 | $0 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEE | CategoryTxt |
| Amt | $24,369 | Amt |
| Net Investment Income | $24,369 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN WITHHOLDING TAX | $279 | $279 | $0 |
| FEDERAL EXCISE TAX | $4,576 | $0 | $0 |
Comments