WILSON-OCONNOR FAMILY FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- WILSON-OCONNOR FAMILY FOUNDATION (EIN 92-0941333)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-20
- IRS object ID
- 202611409349100806
- Schema version
- 2025v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Investments Other Schedule2
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-20T08:29:50-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 521231901 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GORFINE SCHILLER & GARDYN PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10045 RED RUN BLVD SUITE 250 | AddressLine1Txt |
| City | OWINGS MILLS | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21117 | 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 | 920941333 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILSON-OCONNOR FAMILY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O STERLING FOUNDATION MANAGEMENT LLC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WILS | BusinessNameControlTxt |
| Phone | 7034379720 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12030 SUNRISE VALLEY DRIVE 450 | AddressLine1Txt |
| City | RESTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 20191 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EDWARD J WILSON | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 7034379720 | PhoneNum |
| Signature | 2026-05-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MATTHEW Q KEEFER CPA | PreparerPersonNm |
| PTIN | P00852427 | PTIN |
| Phone | 4103565900 | PhoneNum |
| Preparation | 2026-05-20 | 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 | $92,731,457 | 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 | $3,677,253 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,677,253 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $573,123 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $96,138,346 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $573,123 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $43,039 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $43,039 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $4,293,415 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,293,415 | 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 |
| Other Prof Fees Rev And Expnss | $451,281 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $281,281 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $170,000 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $62,614 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $513,895 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $281,281 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $170,000 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,512,840 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,512,840 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,026,735 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $281,281 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,682,840 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$733,320 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,012,134 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,891,313 | CashBOYAmt |
| Cash EOY | $398,885 | CashEOYAmt |
| Cash EOYFMV | $398,885 | CashEOYFMVAmt |
| Other Investments BOY | $89,402,732 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $91,161,840 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $92,332,572 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $92,294,045 | TotalAssetsBOYAmt |
| Total Assets EOY | $91,560,725 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $92,731,457 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $92,294,045 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $91,560,725 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $92,294,045 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $91,560,725 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $92,294,045 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $91,560,725 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $92,294,045 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$733,320 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $91,560,725 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $91,560,725 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES | P | 2024-01-01 | 2025-12-31 | $96,138,164 | $95,565,223 | $572,941 | $572,941 |
| TPG K-1 | P | 2025-06-01 | 2025-12-31 | $182 | $182 | $182 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $573,123 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $55,769 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $55,769 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $55,769 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $63,400 | 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 | $63,400 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $7,631 | OverpaymentAmt |
| Applied To ES Tax | $7,631 | 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 | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NH | 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 | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | STERLING FOUNDATION MANAGEMENT LLC | IndividualWithBooksNm |
| Phone | 7034379720 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12030 SUNRISE VALLEY DRIVE SUITE | AddressLine1Txt |
| Address Line2 | 450 | AddressLine2Txt |
| City | RESTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 20191 | 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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| BARBARA WILSON | |||||||||
| 12030 SUNRISE VALLEY DRIVE SUITE | 450 | RESTON | VA | 20191 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| EDWARD J WILSON | |||||||||
| 12030 SUNRISE VALLEY DRIVE SUITE | 450 | RESTON | VA | 20191 | 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 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES | |||||
| ONE POST OFFICE SQUARE | BOSTON | MA | 02109 | INVESTMENT SERVICES | $281,281 |
| STERLING FOUNDATION MANAGEMENT | |||||
| 12030 SUNRISE VALLEY DR STE 450 | RESTON | VA | 20191 | MANAGEMENT SERVICES | $170,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $93,672,687 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $888,546 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $94,561,233 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $94,561,233 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,418,418 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $93,142,815 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,657,141 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,657,141 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $55,769 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $55,769 | TotalTaxAmt |
| Distributable Before Adj | $4,601,372 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $4,601,372 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $4,601,372 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,682,840 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $4,682,840 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,601,372 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $4,386,286 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,682,840 | QualifyingDistributionsAmt |
| Applied To Year1 | $4,386,286 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $296,554 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $4,304,818 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | BARBARA WILSON | ContributingManagerNm |
| Contributing Manager | EDWARD J WILSON | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| AMERICAN INDEPENDENCE MUSEUM | |||||||
| 1 GOVERNORS LANE | EXETER | NH | 03833 | PC | 250 FOR 250 CAPITAL COMPAIGN | $121,090 | |
| AMERICAN RED CROSS CO CDS GLOBAL | |||||||
| 2005 LAKEWOOD DRIVE | BOONE | IA | 50036 | PC | GENERAL SUPPORT FOR U.S. RELIEF | $250,000 | |
| ATKINSON HISTORICAL SOCIETY | |||||||
| 5 HEMLOCK HEIGHTS ROAD | ATKINSON | NH | 03811 | PC | ATKINSON CENTER SCHOOL HISTORIC RESTORATION PROJECT | $50,000 | |
| CATHOLIC RELIEF SERVICES | |||||||
| 228 WEST LEXINGTON STREET | BALTIMORE | MD | 21201 | PC | GENERAL SUPPORT IN NORTH AMERICA | $250,000 | |
| CHICAGO SKY CARES | |||||||
| 2301 S LAKE SHORE DR EAST BUILDING | CHICAGO | IL | 60616 | PC | GENERAL SUPPORT | $100,000 | LAKESIDE CENTER |
| DREXEL UNIVERSITY | |||||||
| 3141 CHESTNUT STREET | PHILADELPHIA | PA | 19104 | PC | STRUCTURED LITERACY AND EDUCATIONAL LEADERSHIP HUB | $691,750 | |
| FIDELITY CHARITABLE | |||||||
| 245 SUMMER STREET MZ NM43A | BOSTON | MA | 02210 | PC | GENERAL SUPPORT | $1,000,000 | |
| FITCHBURG STATE UNIVERSITY FOUNDATION | |||||||
| 160 PEARL STREET | FITCHBURG | MA | 01420 | PC | FOR THE COMMUNITY LITERACY CENTER PROGRAM | $100,000 | |
| FRIENDS OF THE NEW DURHAM 1772 MEETINGHOUSE | |||||||
| 18 WENTWORTH ROAD | NEW DURHAM | NH | 03855 | PC | 1772 MEETINGHOUSE HISTORIC RESTORATION PROJECT | $100,000 | |
| HUMAN RIGHTS WATCH | |||||||
| 350 FIFTH AVENUE 34TH FLOOR | NEW YORK | NY | 10118 | PC | IMMIGRANTS' RIGHTS AND BORDER POLICY IN THE UNITED STATES | $250,000 | |
| INTERNATIONAL DYSLEXIA ASSOCIATION | |||||||
| 1829 REISTERSTOWN ROAD STE 350 | PIKESVILLE | MD | 21208 | PC | TO SUPPORT THE STRUCTURED LITERACY BLUEPRINT CAMPAIGN | $100,000 | |
| LEAGUE OF WOMEN FOR COMMUNITY SERVICE | |||||||
| 558 MASSACHUSETTS AVENUE | BOSTON | MA | 02118 | PC | LEAGUE OF WOMEN FOR COMMUNITY SERVICE HISTORIC RENOVATION PROJECT | $50,000 | |
| MARY AND ELIZA FREEMAN CENTER FOR HISTORY AND COMMUNITY | |||||||
| 1770 OLD TOWN ROAD | TRUMBULL | CT | 06611 | PC | MARY AND ELIZA FREEMAN HOUSES HISTORIC RENOVATION PROJECT | $100,000 | |
| MASCOMA VALLEY PRESERVATION | |||||||
| 88 TURNPIKE ROAD | GRAFTON | NH | 03240 | PC | GRAFTON CENTER MEETINGHOUSE HISTORIC RENOVATION PROJECT | $100,000 | |
| NEWPORT HISTORICAL SOCIETY | |||||||
| 82 TOURO STREET | NEWPORT | RI | 02840 | PC | WANTON-LYMAN-HAZARD HOUSE HISTORIC RENOVATION PROJECT | $100,000 | |
| NORWICH COMMUNITY COLLABORATIVE | |||||||
| PO BOX 625 | NORWICH | VT | 05055 | PC | NORWICH GRANGE HALL HISTORIC RENOVATION PROJECT | $150,000 | |
| PROTECT DEMOCRACY PROJECT | |||||||
| 2020 PENNSYLVANIA AVE NW 163 | WASHINGTON | DC | 20006 | PC | FOR EDUCATIONAL WORK ABOUT PROTECTING DEMOCRACY | $200,000 | |
| SAVE THE CHILDREN | |||||||
| 501 KINGS HIGHWAY EAST SUITE 400 | FAIRFIELD | CT | 06825 | PC | TO SUPPORT THE CHILDREN'S EMERGENCY FUND AND SAVE THE CHILDREN ACTION NETWORK (SCAN) | $600,000 | |
| THE DYSLEXIA FOUNDATION INC | |||||||
| 9 LIBERTY SQUARE 2633 | BOSTON | MA | 02109 | PC | WILL BAKER GRATITUDE ENDOWMENT FUND | $100,000 | |
| TOWN OF LEICESTER | |||||||
| 3 WASHBURN SQUARE | LEICESTER | MA | 01524 | PC | RESTORATION OF THE MAY HOUSE IN LEICESTER, MA | $100,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,512,840 | 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 | $3,677,253 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900099 | BusinessCd |
| Unrelated Business Taxbl Incm | $43,039 | UnrelatedBusinessTaxblIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $573,123 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $43,039 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $4,250,376 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,293,415 | 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 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | UBS FINANCIAL SERVICES INC | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $91,161,840 | BookValueAmt |
| EOYFMV | $92,332,572 | EOYFMVAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADDITIONAL TPG K-1 INCOME | Desc |
| Revenue And Expenses Per Books | $43,039 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $43,039 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $43,039 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MANAGEMENT FEES | $170,000 | $0 | $170,000 |
| INVESTMENT FEES | $281,281 | $281,281 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES | CategoryTxt |
| Amt | $62,614 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |