SBW FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
SBW FOUNDATION (EIN 20-0703467)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-05-15
IRS object ID
202601359349103290
Schema version
2025v4.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2026-05-15T11:23:37-07:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN133923827PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Moskowitz & Associates CPA's PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line115 Thoroughbred DriveAddressLine1Txt
CitySaratoga SpringsCityNm
State AbbreviationNYStateAbbreviationCd
ZIP12866ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN200703467EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SBW FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSBWFBusinessNameControlTxt
Phone8603460902PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1C/O CHRISTINA WASCH-190 COLEMAN RDAddressLine1Txt
CityMIDDLETOWNCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06457ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCHRISTINA B WASCHPersonNm
Person TitleOFFICERPersonTitleTxt
Phone8603460902PhoneNum
Signature2026-05-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSTEVEN MOSKOWITZ CPAPreparerPersonNm
PTINP00166473PTIN
Phone9149545231PhoneNum
Preparation2026-05-15PreparationDt
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,512,055FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$17,350DividendsRevAndExpnssAmt
Dividends Net Invst Incm$17,350DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$172,664NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$241,156GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$172,664CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$205NetSTCapitalGainAdjNetIncmAmt
Gross Profit Rev And Expnss$0GrossProfitRevAndExpnssAmt
Other Income Rev And Expnss$0OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$190,014TotalRevAndExpnssAmt
Total Net Invst Incm$190,014TotalNetInvstIncmAmt
Total Adj Net Incm$205TotalAdjNetIncmAmt
Legal Fees Rev And Expnss$1,500LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$1,500LegalFeesNetInvstIncmAmt
Accounting Fees Rev And Expnss$4,750AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$4,750AccountingFeesNetInvstIncmAmt
Other Prof Fees Rev And Expnss$3,738OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$3,738OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$3,000TaxesRevAndExpnssAmt
Deprec And Dpltn Rev And Expnss$0DeprecAndDpltnRevAndExpnssAmt
Trav Conf Meeting Rev And Expnss$11,479TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$5,740TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$5,739TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$571OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$286OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$285OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$25,038TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$16,014TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$6,024TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$94,070ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$94,070ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$119,108TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$16,014TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$100,094TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$70,906ExcessRevenueOverExpensesAmt
Net Investment Income$174,000NetInvestmentIncomeAmt
Adjusted Net Income$205AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$24,707CashBOYAmt
Cash EOY$116,643CashEOYAmt
Cash EOYFMV$116,643CashEOYFMVAmt
Rcvbl From Officers EOY$0RcvblFromOfficersEOYAmt
Other Nts And Loans Rcvbl EOY$0OtherNtsAndLoansRcvblEOYAmt
Corporate Stock BOY$458,194CorporateStockBOYAmt
Corporate Stock EOY$486,224CorporateStockEOYAmt
Corporate Stock EOYFMV$1,394,644CorporateStockEOYFMVAmt
Land Bldg Investments EOY$0LandBldgInvestmentsEOYAmt
Other Investments EOY$0OtherInvestmentsEOYAmt
Land EOY$0LandEOYAmt
Other Assets BOY$0OtherAssetsBOYAmt
Other Assets EOY$768OtherAssetsEOYAmt
Other Assets EOYFMV$768OtherAssetsEOYFMVAmt
Total Assets BOY$482,901TotalAssetsBOYAmt
Total Assets EOY$603,635TotalAssetsEOYAmt
Total Assets EOYFMV$1,512,055TotalAssetsEOYFMVAmt
Loans From Officers EOY$0LoansFromOfficersEOYAmt
Mortgages And Notes Payable EOY$0MortgagesAndNotesPayableEOYAmt
Other Liabilities BOY$0OtherLiabilitiesBOYAmt
Other Liabilities EOY$0OtherLiabilitiesEOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$482,901RetainedEarningBOYAmt
Retained Earning EOY$603,635RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$482,901TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$603,635TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$482,901TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$603,635TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$482,901TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$70,906ExcessRevenueOverExpensesAmt
Other Increases$49,828OtherIncreasesAmt
Subtotal$603,635SubtotalAmt
Tot Net Ast Or Fund Balances EOY$603,635TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtDepreciationDepreciationAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtFMV As Of123169FMVAsOf123169AmtAdjusted Basis As Of123169AdjustedBasisAsOf123169AmtExcess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
CHARLES SCHWAB SECURITIES TRANSACTIONSP2024-06-302025-07-01$231,152$0$58,706$172,446$0$0$0$172,446
US TREASURY BILL MATUREDP2024-11-142025-05-06$9,991$0$9,786$205$0$0$0$205
CLASS ACTION LAWSUITP2024-06-302025-07-01$13$0$0$13$0$0$0$13
FieldValueIRS element (for citing)
Capital Gain Net Income$172,664CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$205NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,419InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$2,419SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$2,419TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,994EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$5,000ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$6,994TotalPaymentsAndCreditsAmt
Original Return Overpayment-$6,994OriginalReturnOverpaymentAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$4,575OverpaymentAmt
Applied To ES Tax$4,575AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateCTOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksCHRISTINA WASCHIndividualWithBooksNm
Phone8603461570PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1190 COLEMAN ROADAddressLine1Txt
CityMIDDLETOWNCityNm
State AbbreviationCTStateAbbreviationCd
ZIP065475065ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonCHRISTINA WASCHPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1190 COLEMAN ROADAddressLine1Txt
CityMIDDLETOWNCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06457ZIPCd
FieldValueIRS element (for citing)
TitleTRUSTEETitleTxt
Average Hrs Per Wk Devoted To Pos1.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,440,226AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$56,425AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,496,651TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$1,496,651AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$22,450CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,474,201NetVlNoncharitableAssetsAmt
Minimum Investment Return$73,710MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$73,710MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,419TaxBasedOnInvestmentIncomeAmt
Total Tax$2,419TotalTaxAmt
Distributable Before Adj$71,291DistributableBeforeAdjAmt
Distributable Before Ded$71,291DistributableBeforeDedAmt
Distributable As Adjusted$71,291DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$100,094ExpensesAndContributionsAmt
Qualifying Distributions$100,094QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$71,291DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$44,496ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$54,822ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$68,582ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$62,448ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$81,807ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$312,155TotalExcessDistributionCyovAmt
Qualifying Distributions$100,094QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Remaining Distri From Corpus$100,094RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$71,291ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$71,291ExcessDistributionCyovAppCYAmt
Total Corpus$340,958TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$340,958ExcessDistriCyovToNextYrAmt
Excess From Year4$28,027ExcessFromYear4Amt
Excess From Year3$68,582ExcessFromYear3Amt
Excess From Year2$62,448ExcessFromYear2Amt
Excess From Year1$81,807ExcessFromYear1Amt
Excess From Current Year$100,094ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerNAContributingManagerNm
Shareholder ManagerNAShareholderManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonCHRISTINA WASCHRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1190 COLEMAN ROADAddressLine1Txt
CityMIDDLETOWNCityNm
State AbbreviationCTStateAbbreviationCd
ZIP064575065ZIPCd
FieldValueIRS element (for citing)
Recipient Phone8603460902RecipientPhoneNum
Form And Info And MaterialsN/AFormAndInfoAndMaterialsTxt
Submission DeadlinesN/ASubmissionDeadlinesTxt
Restrictions On AwardsN/ARestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (31 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ASU FOUNDATION
300 E UNIVERSITY DR 2061TEMPEAZ85281PCTO SUPPORT EDUCATIONALPROGRAMS$1,000
ART FARM
119 HIGHLAND AVEMIDDLETOWNCT06457PCTO SUPPORTTHEATER PROGRAM$500
CHURCH OF THE HOLY TRINITY
381 MAIN STREETMIDDLETOWNCT06457PCFURTHER PURPOSE OF RELIGIOUS INSTITUTION$40,050
COMMUNITY FOUNDATION OF MIDDLESEX COUNTY
49 MAIN STREETMIDDLETOWNCT06457PCTO SUPPORT SOCIAL ANDENVIRONMENTAL JUSTICE$1,000
CENTRAL CONNECTICUT ROWING INC
JOHN K SMITH BOATHOUSE HARBOR DRIVEMIDDLETOWNCT06457PCTO PROMOTEROWING IN THE COMMUNITY$5,500
CT PUBLIC BROADCASTING NETWORK
1049 ASYLUM AVENUEHARTFORDCT06105PCFURTHER PURPOSE OF PUBLIC BROADCASTING$1,000
CT RIVER CONSERVANCY
15 BANK ROWGREENFIELDMA01301PCTO PRESERVE THECT RIVER AND ITS TRIBUTARIES$3,500
HOPEWELL FUND
1828 L ST NW SUITE 300 DWASHINGTONDC20036PCTO PROVIDE SUPPORT FOR SOCIALCHANGE$20
IVY 1879 FOUNDATION
121 LAUREL HILL ROADMOUNTAIN LAKESNJ07046PCTO PRESERVE AN HISTORICAL MANSION$5,000
FOCUSING PHILANTHROPY
1637 16TH ST 3801SANTA MONICACA90404PCTO SUPPORT THEKRISTOF IMPACT INITIATIVE$1,000
HUMANITY NOW
2009 MONTROSE LANEWILMINGTONNC28405PCTO FUND RELIEFPROGRAMS FOR REFUGEES$2,000
THE HUN SCHOOL OF PRINCETON
176 EDGERSTOUNE ROADPRINCETONNJ08540PCTO FUND ACADEMICPROGRAMS$5,000
THE LUTHERAN COMMUNITY SERVICES NORTHWEST
4040 S 188TH STREET SUITE 300SEATTLEWA98188PCTO SUPPORTCOMMUNITY OUTREACH SERVICES$2,500
MIDDLESEX MEMORIAL HOSPITAL
28 CRESCENT STREETMIDDLETOWNCT06457PCFURTHER PURPOSE OF MEDICINE$1,500
MIDDLETOWN GARDEN CLUB
27 WASHINGTON STREETMIDDLETOWNCT06457PCTO PROMOTE THE KOWLEDGE OFHORTICULTURE ANDRELATED ACTIVITIES$1,000
MIT ALUMNI ASSOCIATION
600 MEMORIAL SRIVE W98CAMBRIDGEMA02139PCTO SUPPORTACADEMIC PROGRAMS$50
NATURE CONSERVANCY
4245 NORTH FAIRFAX DRIVE SUITE 100ARLINGTONVA22203PCTO SUPPORT THE CONSERVATIONINITIATIVES$500
MOSES WEITZMAN HEALTH SYSTEM INC
19 GRAND STREETMIDDLETOWNCT06457PCTO SUPPORT HEALTHCARE PROGRAMS$500
NORTHWEST IMMIGRANT RIGHTS PROJECT
615 2ND AVE STE 400SEATTLEWA98104PCTO SUPPORT THE RIGHTS OF IMMIGRANTS$3,000
HAMPSHIRE COLLEGE
893 WEST STAMHERSTMA01002PCTO SUPPORT EDUCATIONALPROGRAMS$1,000
JONAH CENTER
PO BOX 854MIDDLETOWNCT06457PCFURTHER PURPOSE OF RESTORING & PRESERVING ECOLOGY$2,500
MIDDLESEX LAND TRUST
27 WASHINGTON STREETMIDDLETOWNCT06457PCFURTHER PURPOSE OF RESTORING & PRESERVING ECOLOGY$300
TREEHOUSE FOR KIDS
2100 24TH AVENUE S SUITE 200SEATTLEWA98144PCTO FUND PROGRAMSFOR YOUTH IN FOSTER CARE$1,000
PHILLIPS EXETER ACADEMY
20 MAIN STREETEXETERNH03833PCTO FUND STUDENTFINANCIAL AID PROGRAMS$1,000
PLANNED PARENTHOOD FEDERATION OF AMERICA INC
PO BOX 97166WASHINGTONDC20090PCTO SUPPORT NON PROFITHEALTH CENTERS$2,000
ST VINCENT DE PAUL
617 MAIN STREET PO BOX 398MIDDLETOWNCT06457PCTO SUPPORT PROGRAMS DELIVERINGFOOD TO THOSE IN NEED$1,500
TRANSITIONAL RESOURCES
2970 SW AVALON WAYSEATTLEWA98126PCTO SUPPORT MENTALHEALTH PROGRAMS$1,500
WHITE CENTER FOOD BANK
10829 8TH AVE SWSEATTLEWA98146PCTO SUPPORT HUNGERRELIEF PROGRAMS$2,500
WESLEYAN UNIVERSITY
45 WYLLYS AVEMIDDLETOWNCT06459PCTO FUND FOODEDUCATIONAL PROGRAMS$3,000
VISION TO LEARN
12100 WILSHIRE BOULEVARD STE 1275LOS ANGELESCA90025PCTO SUPPORT PROGRAMS PROVIDINGFREE EYE CARE TO COMMUNITIES$650
YALE UNIVERSITY
38 HILLHOUSE AVENUENEW HAVENCT06520PCTO SUPPORTEDUCATIONAL PROGRAMS$2,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$94,070TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$17,350ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$172,664ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescFROM PASS THRU ENTITYDesc
Exclusion14ExclusionCd

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$190,014ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$190,014TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryMOSKOWITZ & ASSOCIATES CPAS TAX & ACCOUNTINGCategoryTxt
Amt$4,750Amt
Net Investment Income$4,750NetInvestmentIncomeAmt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (3 entries)

AssetAssetDescHow AcquiredHowAcquiredTxtSoldSoldDtGross Sales PriceGrossSalesPriceAmtBasisBasisAmtTotal NetTotalNetAmtAcquiredAcquiredDt
CHARLES SCHWAB SECURITIES TRANSACTIONSPurchased2025-07$231,152$58,706$172,446
US TREASURY BILLS MATUREDPurchased2025-05$9,991$9,786$2052024-11
CLASS ACTION LAWSUITPurchased2025-07$13$0$132024-06

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockPORTFOLIO INVESTMENTSStockNm
EOY Book Value$486,224EOYBookValueAmt
EOYFMV$1,394,644EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryCROW CUSHING LEGAL ADVISORYCategoryTxt
Legal Fees$1,500LegalFeesAmt
Net Investment Income$1,500NetInvestmentIncomeAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUS RECEIVABLEDesc
BOY Book Value$0BOYBookValueAmt
EOY Book Value$768EOYBookValueAmt
EOYFMV$768EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK FEES$260$130$130
OFFICE EXPENSE$311$156$155

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescCHANGE IN UNREALIZED GAIN/(LOSS)Desc
Amt$49,828Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryBECK MACK & OLIVER LLC INV ADVISORY FEESCategoryTxt
Amt$3,738Amt
Net Investment Income$3,738NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL TAXESCategoryTxt
Amt$3,000Amt

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