NASH FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- NASH FOUNDATION (EIN 41-6019142)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-05-08
- IRS object ID
- 202601299349101100
- 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 | 2026-05-08T23:20:23-05:00 | 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 | 416019142 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Nash Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | NASH | 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 | Brooke Bailey | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2026-05-01 | 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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,658,558 | 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 | $18,988 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $18,988 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $167,147 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $167,147 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $52,625 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $781,813 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $52,625 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $238,760 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $238,760 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $3,249 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $3,249 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,500 | TaxesRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $13,278 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $13,278 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $35,959 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $35,959 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $56,986 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $52,486 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $205,296 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $205,296 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $262,282 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $257,782 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$23,522 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $238,760 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $458,868 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $506,744 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $506,744 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $4,088,436 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,017,038 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,151,814 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $4,547,304 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,523,782 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,658,558 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $4,547,304 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,523,782 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,547,304 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,523,782 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,547,304 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,523,782 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,547,304 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$23,522 | ExcessRevenueOverExpensesAmt |
| Subtotal | $4,523,782 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $4,523,782 | 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 | $781,813 | GrossSalesPriceAmt |
| Cost Or Other Basis | $729,188 | CostOrOtherBasisAmt |
| Gain Or Loss | $52,625 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $52,625 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $52,625 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,319 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,319 | SubtotalAmt |
| Tax Based On Investment Income | $3,319 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,824 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $3,824 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $505 | OverpaymentAmt |
| Applied To ES Tax | $505 | AppliedToESTaxAmt |
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 | MN | 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 (11 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 |
|---|---|---|---|---|---|---|---|---|
| Nicolas Atwood | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Board Member, VP | 1.0 | $0 | $0 | $0 |
| Brooke Bailey | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Board Member, Pres | 10.0 | $3,249 | $0 | $0 |
| John Brautigam | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Board Member, Sec | 1.0 | $0 | $0 | $0 |
| Corey Hascall | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Board Member | 1.0 | $0 | $0 | $0 |
| Iliana Ouseley Herrman | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Board Member | 1.0 | $0 | $0 | $0 |
| Victoria C Lanyon | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Board Member | 1.0 | $0 | $0 | $0 |
| Jeffrey Pierce Norton Jr | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Board Member | 1.0 | $0 | $0 | $0 |
| Jaci Schoeder | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Board Member | 1.0 | $0 | $0 | $0 |
| Nicholas Schoeder | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Board Member | 1.0 | $0 | $0 | $0 |
| Alyson Nash Tocho | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Board Member | 1.0 | $0 | $0 | $0 |
| Cynthia N Tocho III | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Board Member, Treas | 1.0 | $0 | $0 | $0 |
| 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 | $5,006,733 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $496,118 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,502,851 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,502,851 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $82,543 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,420,308 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $271,015 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $271,015 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,319 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,319 | TotalTaxAmt |
| Distributable Before Adj | $267,696 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $267,696 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $267,696 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $257,782 | 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 | $257,782 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $267,696 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $232,408 | UndistributedIncomePYAmt |
| Qualifying Distributions | $257,782 | QualifyingDistributionsAmt |
| Applied To Year1 | $232,408 | AppliedToYear1Amt |
| Applied To Current Year | $25,374 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $242,322 | 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 (92 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ABBY KELLEY FOSTER HOUSE INC | |||||||
| 52 HIGH ST | WORCESTER | MA | 01609 | N/A | PC | General & Unrestricted | $100 |
| ANGEL FOUNDATION | |||||||
| 1155 CENTRE POINTE DR STE 7 | MENDOTA HEIGHTS | MN | 55120 | N/A | PC | General & Unrestricted | $1,000 |
| ANIMAL ACTIVISM COLLECTIVE INC | |||||||
| 354 MADISON ST | SAG HARBOR | NY | 11963 | N/A | PC | General & Unrestricted | $1,500 |
| AUDUBON SOUTH CAROLINA | |||||||
| 336 SANCTUARY RD | HARLEYVILLE | SC | 29448 | N/A | PC | General & Unrestricted | $250 |
| AVENUES FOR YOUTH | |||||||
| 1708 OAK PARK AVE N | MINNEAPOLIS | MN | 55411 | N/A | PC | General & Unrestricted | $600 |
| BAR HARBOR FESTIVAL CORPORATION | |||||||
| 311 W 97TH ST APT 1E | NEW YORK | NY | 10025 | N/A | PC | General & Unrestricted | $4,000 |
| BILINGUAL EDUCATION COLLECTIVE | |||||||
| 120 W 15TH ST | MINNEAPOLIS | MN | 55403 | N/A | PC | Emerson EFE | $5,000 |
| BLAKE SCHOOL | |||||||
| 110 BLAKE RD S | HOPKINS | MN | 55343 | N/A | PC | General & Unrestricted | $700 |
| BROOKLYN BOTANIC GARDEN CORPORATION | |||||||
| 1000 WASHINGTON AVE | BROOKLYN | NY | 11225 | N/A | PC | General & Unrestricted | $220 |
| CANCER SUPPORT COMMUNITY SAN FRANCISCO BAY AREA | |||||||
| 3276 MCNUTT AVE | WALNUT CREEK | CA | 94597 | N/A | PC | General & Unrestricted | $300 |
| CHICK MISSION | |||||||
| 121 W 36TH ST STE 333 | NEW YORK | NY | 10018 | N/A | PC | General & Unrestricted | $3,000 |
| COAST SALISH YOUTH COALITON | |||||||
| 1810 DOWN JONES WAY | ANACORTES | WA | 98221 | N/A | PC | General & Unrestricted | $2,000 |
| COMMON ROOM INC | |||||||
| 40 LAKE ST | BRIGHTON | MA | 02135 | N/A | PC | General & Unrestricted | $250 |
| COVER HOME REPAIR INC | |||||||
| 158 S MAIN ST | WHITE RIV JCT | VT | 05001 | N/A | PC | General & Unrestricted | $1,250 |
| DANE4DOGS LTD | |||||||
| 200 E VERONA AVE PMB 5001 | VERONA | WI | 53593 | N/A | PC | General & Unrestricted | $1,000 |
| DASSANAYA BUDDHIST COMMUNITY | |||||||
| 1565 MOUNT EAGLE PL | ALEXANDRIA | VA | 22302 | N/A | PC | General & Unrestricted | $1,000 |
| EDUCATION FOR JUST PEACE IN THE MIDDLE EAST | |||||||
| PO BOX 3609 | WASHINGTON | DC | 20027 | N/A | PC | General & Unrestricted | $200 |
| ENVIRONMENTAL DEFENSE FUND INCORPORATED | |||||||
| PO BOX 98051 | WASHINGTON | DC | 20090 | N/A | PC | General & Unrestricted | $300 |
| EPISCOPAL RELIEF AND DEVELOPMENT | |||||||
| PO BOX 7058 | MERRIFIELD | VA | 22116 | N/A | PC | General & Unrestricted | $1,000 |
| FINCA INTERNATIONAL INC | |||||||
| 1301 K ST NW STE 300W | WASHINGTON | DC | 20005 | N/A | PC | General & Unrestricted | $500 |
| FOOD DEPOT | |||||||
| 1222A SILER RD | SANTA FE | NM | 87507 | N/A | PC | General & Unrestricted | $250 |
| FOSTER THE FAMILY | |||||||
| 1892 GREENTREE RD STE 4 | CHERRY HILL | NJ | 08003 | N/A | PC | General & Unrestricted | $1,630 |
| FRESH AIR FUND | |||||||
| 633 THIRD AVE | NEW YORK | NY | 10017 | N/A | PC | General & Unrestricted | $200 |
| GENDER JUSTICE | |||||||
| 663 UNIVERSITY AVE W STE 200 | SAINT PAUL | MN | 55104 | N/A | PC | General & Unrestricted | $25,000 |
| GLOBAL FUND FOR WOMEN INC | |||||||
| 800 MARKET ST 7TH FL | SAN FRANCISCO | CA | 94102 | N/A | PC | General & Unrestricted | $200 |
| GOVERNOR DUMMER ACADEMY | |||||||
| 1 ELM ST UNIT 99 | BYFIELD | MA | 01922 | N/A | PC | General & Unrestricted | $300 |
| GRAND FORKS COUNTY HISTORICAL SOCIETY | |||||||
| 2405 BELMONT RD | GRAND FORKS | ND | 58201 | N/A | PC | General & Unrestricted | $4,000 |
| GRAND FORKS COUNTY HISTORICAL SOCIETY | |||||||
| 2405 BELMONT RD | GRAND FORKS | ND | 58201 | N/A | PC | General & Unrestricted | $300 |
| HENNEPIN HISTORY MUSEUM | |||||||
| 2303 3RD AVE S | MINNEAPOLIS | MN | 55404 | N/A | PC | General & Unrestricted | $4,000 |
| HIGH ATLAS FOUNDATION | |||||||
| 511 6TH AVE K110 | NEW YORK | NY | 10011 | N/A | PC | General & Unrestricted | $400 |
| HIGH FIVES NONPROFIT FOUNDATION | |||||||
| 10775 PIONEER TRL STE 108 | TRUCKEE | CA | 96161 | N/A | PC | General & Unrestricted | $3,000 |
| HOPE 4 YOUTH | |||||||
| 2665 4TH AVE STE 40 | ANOKA | MN | 55303 | N/A | PC | General & Unrestricted | $25,000 |
| HOPE ACADEMY INC | |||||||
| 710 EAST 24TH ST | MINNEAPOLIS | MN | 55404 | N/A | PC | General & Unrestricted | $1,000 |
| INDIGENOUS EDUCATIONAL NETWORK OF TURTLE ISLAND | |||||||
| PO BOX 485 | BEMIDJI | MN | 56619 | N/A | PC | General & Unrestricted | $25,000 |
| INTERNATIONAL RESCUE COMMITTEE INC | |||||||
| PO BOX 6068 | ALBERT LEA | MN | 56007 | N/A | PC | General & Unrestricted | $300 |
| LAKE MINNETONKA HISTORICAL SOCIETY | |||||||
| PO BOX 672 | WAYZATA | MN | 55391 | N/A | PC | General & Unrestricted | $4,000 |
| LOWRY PARK ZOOLOGICAL SOCIETY OF TAMPA INC | |||||||
| 1101 W SLIGH AVE | TAMPA | FL | 33604 | N/A | PC | General & Unrestricted | $1,000 |
| MACALESTER COLLEGE | |||||||
| 1600 GRAND AVE | SAINT PAUL | MN | 55105 | N/A | PC | General & Unrestricted | $50 |
| MEDECINS SANS FRONTIERES USA INC | |||||||
| PO BOX 5030 | HAGERSTOWN | MD | 21741 | N/A | PC | General & Unrestricted | $1,800 |
| MINNESOTA STATE UNIVERSITY MANKATO FOUNDATION INCO | |||||||
| 224 ALUMNI FOUNDATION CTR | MANKATO | MN | 56001 | N/A | PC | General & Unrestricted | $700 |
| MIZNA | |||||||
| 2446 UNIVERSITY AVE W STE 115 | SAINT PAUL | MN | 55114 | N/A | PC | General & Unrestricted | $25,000 |
| MYHEALTH FOR TEENS AND YOUNG ADULTS INC | |||||||
| 15 8TH AVE S | HOPKINS | MN | 55343 | N/A | PC | General & Unrestricted | $700 |
| NICHOLS SCHOOL OF BUFFALO | |||||||
| 1250 AMHERST ST | BUFFALO | NY | 14216 | N/A | PC | General & Unrestricted | $250 |
| NORMANDALE EVANGELICAL LUTHERAN CHURCH OF EDINA | |||||||
| 6100 NORMANDALE RD | EDINA | MN | 55436 | N/A | PC | General & Unrestricted | $300 |
| PARTNERS IN HEALTH A NONPROFIT CORPORATION | |||||||
| PO BOX 996 | FREDERICK | MD | 21705 | N/A | PC | General & Unrestricted | $100 |
| PLANNED PARENTHOOD FEDERATION OF AMERICA INC | |||||||
| PO BOX 97166 | WASHINGTON | DC | 20090 | N/A | PC | General & Unrestricted | $150 |
| PLANNED PARENTHOOD MINNESOTA NORTH DAKOTA SOUTH DA | |||||||
| 671 VANDALIA ST | SAINT PAUL | MN | 55114 | N/A | PC | General & Unrestricted | $4,000 |
| PLANNED PARENTHOOD SHASTA DIABLO INC | |||||||
| 2185 PACHECO ST | CONCORD | CA | 94520 | N/A | PC | General & Unrestricted | $200 |
| POODLE RESCUE CONNECTICUT INC | |||||||
| PO BOX 188 | NAUGATUCK | CT | 06770 | N/A | PC | General & Unrestricted | $600 |
| PROSPECT PARK ALLIANCE INC | |||||||
| 95 PROSPECT PARK W | BROOKLYN | NY | 11215 | N/A | PC | General & Unrestricted | $250 |
| QUEEN BEE MUSIC ASSOCIATION | |||||||
| 1596 PACHECO ST BSMT | SANTA FE | NM | 87505 | N/A | PC | General & Unrestricted | $256 |
| SANTA FE GIRLS SCHOOL | |||||||
| 310 W ZIA RD | SANTA FE | NM | 87505 | N/A | PC | General & Unrestricted | $100 |
| SECOND CHANCE ANIMAL SERVICES INC | |||||||
| 111 YOUNG RD | E BROOKFIELD | MA | 01515 | N/A | PC | General & Unrestricted | $270 |
| SECOND HARVEST HEARTLAND | |||||||
| 7101 WINNETKA AVE N | BROOKLYN PARK | MN | 55428 | N/A | PC | General & Unrestricted | $300 |
| SELAH FREEDOM INC | |||||||
| 1970 MAIN ST 500 | SARASOTA | FL | 34236 | N/A | PC | General & Unrestricted | $1,370 |
| SHRINERS HOSPITALS FOR CHILDREN | |||||||
| PO BOX 947765 | ATLANTA | GA | 30394 | N/A | PC | General & Unrestricted | $250 |
| SHRINERS HOSPITALS FOR CHILDREN | |||||||
| 51 BLOSSOM ST | BOSTON | MA | 02114 | N/A | PC | General & Unrestricted | $250 |
| SISTERS OF SAINT ANN ANNA MARIA COLLEGE | |||||||
| 50 SUNSET LN | PAXTON | MA | 01612 | N/A | PC | General & Unrestricted | $1,000 |
| SOJOURNER PROJECT INC | |||||||
| PO BOX 272 | HOPKINS | MN | 55343 | N/A | PC | General & Unrestricted | $1,000 |
| SOUTHERN DHARMA RETREAT CENTER INC | |||||||
| 1661 W RD | HOT SPRINGS | NC | 28743 | N/A | PC | General & Unrestricted | $1,000 |
| STAND UP TO CANCER | |||||||
| PO BOX 843721 | LOS ANGELES | CA | 90084 | N/A | SO I | General & Unrestricted | $250 |
| STEAMBOAT SPRINGS COUNCIL OF THE ARTS AND HUMANITI | |||||||
| PO BOX 774284 | STEAMBOAT SPR | CO | 80477 | N/A | PC | General & Unrestricted | $2,000 |
| TAMPA GENERAL HOSPITAL FOUNDATION INC | |||||||
| PO BOX 1289 | TAMPA | FL | 33601 | N/A | SO III FI | General & Unrestricted | $2,500 |
| THE BOND BETWEEN PC | |||||||
| 5959 BAKER RD STE 390 | MINNETONKA | MN | 55345 | N/A | PC | General & Unrestricted | $2,000 |
| THE CARTER CENTER INC | |||||||
| 453 FREEDOM PKWY NE ONE COPENHILL | ATLANTA | GA | 30307 | N/A | PC | General & Unrestricted | $500 |
| THE CENTER FOR CARTOON STUDIES INC | |||||||
| PO BOX 125 | WHITE RIV JCT | VT | 05001 | N/A | PC | General & Unrestricted | $300 |
| THE CLIMATE CENTER | |||||||
| 1275 4TH ST 191 | SANTA ROSA | CA | 95404 | N/A | PC | General & Unrestricted | $300 |
| THE COALITION TO RESTORE COASTAL LOUISIANA | |||||||
| 3801 CANAL BLVD STE 400 | NEW ORLEANS | LA | 70119 | N/A | PC | General & Unrestricted | $2,000 |
| THE MOUNTAIN HERMITAGE INC | |||||||
| PO BOX 807 | RNCH DE TAOS | NM | 87557 | N/A | PC | General & Unrestricted | $450 |
| THE OPEN DOOR | |||||||
| 3000 AMES CROSSING RD STE 100 | EAGAN | MN | 55121 | N/A | PC | General & Unrestricted | $1,000 |
| THE RED SOX FOUNDATION INC | |||||||
| 4 JERSEY ST | BOSTON | MA | 02215 | N/A | PC | General & Unrestricted | $50 |
| THINK NEW MEXICO | |||||||
| 505 DON GASPAR AVE | SANTA FE | NM | 87505 | N/A | PC | General & Unrestricted | $250 |
| UNCONDITIONAL FREEDOM | |||||||
| 1275 4TH ST 4501 | SANTA ROSA | CA | 95404 | N/A | PC | General & Unrestricted | $1,000 |
| UNITARIAN UNIVERSALIST CHURCH OF WORCESTER | |||||||
| 140 SHORE DR | WORCESTER | MA | 01605 | N/A | PC | General & Unrestricted | $4,000 |
| UNIVERSITY OF MINNESOTA FOUNDATION | |||||||
| 200 OAK ST SE STE 500 | MINNEAPOLIS | MN | 55455 | N/A | PC | Voyageurs Wolf Project Fund | $2,000 |
| UNIVERSITY OF SOUTHERN MAINE FOUNDATION | |||||||
| PO BOX 9300 | PORTLAND | ME | 04104 | N/A | PC | General & Unrestricted | $5,000 |
| UNRWA USA NATIONAL COMMITTEE INC | |||||||
| PO BOX 18697 | WASHINGTON | DC | 20036 | N/A | PC | General & Unrestricted | $200 |
| VEAP INC | |||||||
| 9600 ALDRICH AVE S | BLOOMINGTON | MN | 55420 | N/A | PC | General & Unrestricted | $300 |
| VETERANS INC | |||||||
| 69 GROVE ST | WORCESTER | MA | 01605 | N/A | PC | General & Unrestricted | $50 |
| VISION LOSS RESOURCES INC | |||||||
| 3230 SPRUCE ST | LITTLE CANADA | MN | 55117 | N/A | PC | General & Unrestricted | $4,000 |
| VOCALESSENCE | |||||||
| 1900 NICOLLET AVE | MINNEAPOLIS | MN | 55403 | N/A | PC | General & Unrestricted | $1,000 |
| WASATCH ACADEMY | |||||||
| 120 S 100 W | MT PLEASANT | UT | 84647 | N/A | PC | General & Unrestricted | $300 |
| WELLESLEY COLLEGE | |||||||
| 106 CENTRAL ST | WELLESLEY | MA | 02481 | N/A | PC | General & Unrestricted | $200 |
| WELLESLEY STUDENTS AID SOCIETY INC | |||||||
| 106 CENTRAL ST | WELLESLEY | MA | 02481 | N/A | PC | General & Unrestricted | $50 |
| WESLEYAN UNIVERSITY | |||||||
| 291 MAIN ST | MIDDLETOWN | CT | 06457 | N/A | PC | Men's Cross Country Team | $2,500 |
| WHITE BEAR CENTER FOR THE ARTS | |||||||
| 4971 LONG AVE | WHITE BEAR LK | MN | 55110 | N/A | PC | General & Unrestricted | $1,000 |
| WILD GOOSE PLAYERS | |||||||
| 255 BALD HILL RD | WESTMINSTER | VT | 05158 | N/A | PC | General & Unrestricted | $350 |
| WILLIAMS COLLEGE | |||||||
| 100 SPRING ST STE 201 | WILLIAMSTOWN | MA | 01267 | N/A | PC | General & Unrestricted | $1,000 |
| WILLIAMS COLLEGE | |||||||
| 75 PARK ST | WILLIAMSTOWN | MA | 01267 | N/A | PC | General & Unrestricted | $700 |
| WILLOWIND THERAPEUTIC RIDING CENTER INC | |||||||
| 1140 SATE HWY 3 | BAR HARBOR | ME | 04609 | N/A | PC | General & Unrestricted | $8,000 |
| WORCESTER COUNTY FOOD BANK INC | |||||||
| 474 BOSTON TPKE | SHREWSBURY | MA | 01545 | N/A | PC | General & Unrestricted | $400 |
| INTERNATIONAL ACADEMY OF FINE ART | |||||||
| PO BOX 1832 | NEW HAVEN | CT | 06508 | N/A | PC | GENERAL & UNRESTRICTED | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $205,296 | 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 | $18,988 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $167,147 | 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 | $52,625 | 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 | $238,760 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $238,760 | 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 (18 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CHARLES SCHWAB INTRNTNL EQ | $285,260 | $373,247 |
| SCHWAB 5-10 YEAR CORPORATE BON | $434,127 | $445,413 |
| SCHWAB FUNDAMENTAL EM MARKETS | $323,339 | $414,077 |
| SCHWAB FUNDAMENTAL INTERNATION | $130,349 | $182,581 |
| SCHWAB FUNDAMENTAL INTL LARGE | $294,145 | $453,747 |
| SCHWAB FUNDAMENTAL US LARGE CO | $366,239 | $596,813 |
| SCHWAB FUNDAMENTAL US SMALL CO | $229,007 | $386,202 |
| SCHWAB INTERMEDIATE US TRS ETF | $350,302 | $339,382 |
| SCHWAB STRATEGIC TREMERGING MK | $256,093 | $290,700 |
| SCHWAB STRATEGIC TRINTL SMALL | $90,308 | $119,124 |
| SCHWAB U.S. SMALL-CA | $190,109 | $291,051 |
| SCHWAB US LARGE CAP ETF | $230,444 | $469,077 |
| SCHWAB US REIT | $114,248 | $110,984 |
| SCHWAB US TIPS | $113,645 | $98,556 |
| SMBS | $363,175 | $369,264 |
| SPDR BARCLAYS CAPITAL EMERGING | $123,549 | $104,025 |
| VANGUARD GLOBAL EX-US REAL EST | $27,924 | $22,014 |
| XTRACKERS INTERNATIONAL REAL E | $94,775 | $85,557 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $35,193 | $35,193 |
| Digital Subscriptions | $378 | $378 |
| Office Supplies | $88 | $88 |
| State or Local Filing Fees | $26 | $26 |
| Website Hosting/Support | $274 | $274 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2025 | $3,700 |
| 990-PF Extension for 2024 | $800 |
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