RICE FAMILY FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- RICE FAMILY FOUNDATION (EIN 46-3562026)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-04-29
- IRS object ID
- 202621199349100712
- 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
- Schedule B
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-04-29T07:45:16-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 463562026 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RICE FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RICE | BusinessNameControlTxt |
| Phone | 5165089623 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | BESSEMER TR 1325 FRANKLIN AVE 560 | AddressLine1Txt |
| City | GARDEN CITY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11530 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BESSEMER TRUST NA | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 5165089623 | PhoneNum |
| Signature | 2026-04-28 | SignatureDt |
| 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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,610,662 | 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 | $604,717 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $108,376 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $108,376 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $351,104 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,676,613 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $888,886 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,064,197 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $997,262 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $5,923 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $3,949 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $1,974 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $10,120 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $6,747 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $3,373 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $8,260 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $120 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $24,303 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,816 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,347 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $499,096 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $499,096 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $523,399 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,816 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $504,443 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $540,798 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $986,446 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $59,152 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $124,986 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $124,986 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $487 | AcctRcvblAmt |
| Acct Rcvbl BOY | $144 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $487 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $487 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $4,041,810 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,162,516 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,708,797 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,628,976 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,982,976 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,776,392 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $5,730,082 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,270,965 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,610,662 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $5,730,082 | CapitalStockBOYAmt |
| Capital Stock EOY | $6,270,965 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,730,082 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,270,965 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,730,082 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,270,965 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,730,082 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $540,798 | ExcessRevenueOverExpensesAmt |
| Other Increases | $85 | OtherIncreasesAmt |
| Subtotal | $6,270,965 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,270,965 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $213,167 | $231,300 | -$18,133 | -$18,133 |
| PUBLICLY TRADED SECURITIES | P | $577,544 | $489,492 | $88,052 | $88,052 |
| PUBLICLY TRADED SECURITIES | D | $573,666 | $66,935 | $506,731 | $506,731 |
| Capital Gains Dividends | P | $312,236 | $312,236 | $312,236 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $888,886 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $13,712 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $13,712 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $13,712 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,000 | 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 | $5,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $46 | EsPenaltyAmt |
| Tax Due | $8,758 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CT | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | BESSEMER TRUST | IndividualWithBooksNm |
| Phone | 5165089623 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1325 FRANKLIN AVENUE | AddressLine1Txt |
| City | GARDEN CITY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11530 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|---|
| BESSEMER TRUST COMPANY NA | |||||||||
| C/O BESSEMER TRUST 1325 FRANKLIN | AVENUE SUITE 560 | GARDEN CITY | NY | 11530 | CORPORATE TRUSTEE | 4.00 | $5,923 | $0 | $0 |
| JOHN RICE | |||||||||
| C/O BESSEMER TRUST 1325 FRANKLIN | AVENUE SUITE 560 | GARDEN CITY | NY | 11530 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| CAMMIE RICE | |||||||||
| C/O BESSEMER TRUST 1325 FRANKLIN | AVENUE SUITE 560 | GARDEN CITY | NY | 11530 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
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 | $5,981,898 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $35,668 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,017,566 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,017,566 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $90,263 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,927,303 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $296,365 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $296,365 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $13,712 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $13,712 | TotalTaxAmt |
| Distributable Before Adj | $282,653 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $282,653 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $282,653 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $504,443 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $504,443 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $282,653 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $1,643,786 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $93,109 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $101,393 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,838,288 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $504,443 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $282,653 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $221,790 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,060,078 | 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 | $2,060,078 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,643,786 | ExcessFromYear4Amt |
| Excess From Year3 | $93,109 | ExcessFromYear3Amt |
| Excess From Year1 | $101,393 | ExcessFromYear1Amt |
| Excess From Current Year | $221,790 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JOHN RICE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CAMBODIAN CHILDREN'S FUND | |||||||
| 2309 SANTA MONICA BLVD 833 | SANTA MONICA | CA | 90404 | N/A | PC | GENERAL SUPPORT | $90,000 |
| CARA COLLECTIVE | |||||||
| 237 S DESPLAINES | CHICAGO | IL | 60661 | N/A | PC | GENERAL SUPPORT | $7,500 |
| HENRY W GRADY HEALTH FDN | |||||||
| 191 PEACHTREE ST NE SUITE 820 | ATLANTA | GA | 30303 | N/A | PC | GENERAL SUPPORT | $97,596 |
| HOPE MOVEMENT COLLECTION | |||||||
| PO BOX 219 | YELLVILLE | AK | 72687 | N/A | PC | GENERAL SUPPORT | $74,000 |
| LAKEVIEW ACADEMY | |||||||
| 796 LAKEVIEW DRIVE | GAINESVILLE | GA | 30501 | N/A | PC | GENERAL SUPPORT | $55,000 |
| USHER'S NEW LOOK | |||||||
| 500 BISHOP STREET NW | ATLANTA | GA | 30318 | N/A | PC | GENERAL SUPPORT | $25,000 |
| UNITED WAY OF GREATER ATLANTA | |||||||
| 40 COURTLAND ST NE | ATLANTA | GA | 30303 | N/A | PC | GENERAL SUPPORT | $25,000 |
| CARE | |||||||
| GIFT CENTER P O BOX 1870 | MERRIFIELD | VA | 22116 | N/A | PC | GENERAL SUPPORT | $25,000 |
| RABUN GAP-NACOOCHEE SCHOOL | |||||||
| 339 NACOOCHEE DRIVE | RABUN GAP | GA | 30568 | N/A | PC | GENERAL SUPPORT | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $499,096 | 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 | $108,376 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $351,104 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $459,480 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $459,480 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN RICE | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O BESSEMER TR 1325 FRANKLIN AVE | AddressLine1Txt |
| City | GARDEN CITY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11530 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $604,717 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 1050 SHS GE VERNOVA LLC | NoncashPropertyDesc |
| Fair Market Value | $604,717 | FairMarketValueAmt |
| Received | 2025-11-18 | ReceivedDt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 143249.65 OW FIXED INCOME FUND | $1,607,364 | $1,466,876 |
| 38737.95 OW CREDIT INCOME FUND | $375,612 | $309,516 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (101 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 120364.50 OW LARGE CAP STRATEGIES FD | $2,287,207 | $2,489,137 |
| 49109.12 OW SMALL & MIDCAP STRAT FD | $920,614 | $854,989 |
| 66.00 META PLATFORMS INC | $23,373 | $43,565 |
| 74.00 TAKE-2 INTERACTIVE | $12,320 | $18,946 |
| 39.00 LIVE NATION ENTERTMNT INC | $5,546 | $5,557 |
| 29.00 SPOTIFY TECHNOLOGY SA | $17,139 | $16,840 |
| 235.00 ALPHABET INC CLASS C | $31,262 | $73,743 |
| 43.00 HILTON WORLDWIDE HOLDINGS | $5,023 | $12,351 |
| 2.00 MERCADOLIBRE INC | $2,015 | $4,028 |
| 242.00 AMAZON.COM INC | $41,043 | $55,858 |
| 152.00 WALMART INC | $7,228 | $16,934 |
| 16.00 COSTCO WHSL CORP NEW | $9,887 | $13,797 |
| 122.00 CONOCOPHILLIPS | $6,653 | $11,420 |
| 75.00 EXXON MOBIL CORP | $8,571 | $9,025 |
| 120.00 INTERCONTINENTAL EXCHG INC | $12,290 | $19,435 |
| 26.00 CAPITAL ONE FINANCIAL | $5,809 | $6,301 |
| 84.00 APOLLO GLOBAL MANAGEMENT I | $12,565 | $12,159 |
| 20.00 MSCI INC | $11,758 | $11,474 |
| 100.00 JPMORGAN CHASE & CO | $14,661 | $32,222 |
| 104.00 VISA INC | $24,987 | $36,473 |
| 363.00 BROOKFIELD CORPORATION | $10,594 | $16,658 |
| 29.00 S&P GLOBAL INC. | $12,349 | $15,155 |
| 466.00 BANK OF AMERICA CORP | $17,174 | $25,630 |
| 80.00 INTERACTIVE BROKER | $5,674 | $5,144 |
| 109.00 ABBVIE INC | $23,270 | $24,905 |
| 26.00 INTUITIVE SURGICAL | $12,700 | $14,725 |
| 18.00 MCKESSON CORP | $9,983 | $14,765 |
| 200.00 BOSTON SCIENTIFIC CORP | $19,693 | $19,070 |
| 37.00 CENCORA INC | $6,968 | $12,496 |
| 49.00 DANAHER CORP | $11,350 | $11,217 |
| 36.00 UNITEDHEALTH GROUP INC | $14,081 | $11,883 |
| 18.00 THERMO FISHER SCIENTIFIC | $9,368 | $10,430 |
| 70.00 HOWMET AEROSPACE INC | $2,342 | $14,351 |
| 57.00 XPO INC | $8,206 | $7,746 |
| 193.00 TRANSUNION | $13,065 | $16,549 |
| 20.00 CATERPILLAR INC | $11,637 | $11,457 |
| 4.00 GE VERNOVA LLC | $2,407 | $2,614 |
| 43.00 REPUBLIC SERVICES INC | $9,735 | $9,112 |
| 20.00 NORTHROP GRUMMAN CORP | $8,582 | $11,404 |
| 6.00 QUANTA SERVICES INC | $2,623 | $2,532 |
| 111.00 FORTINET INC | $8,190 | $8,814 |
| 47.00 GARTNER INC CL A | $16,514 | $11,857 |
| 153.00 MICROSOFT CORP | $44,785 | $73,993 |
| 522.00 NVIDIA CORP | $27,760 | $97,353 |
| 264.00 APPLE INC | $40,248 | $71,771 |
| 80.00 APPLIED MATERIALS | $12,827 | $20,559 |
| 10.00 CADENCE DESIGN SYSTEMS INC | $2,920 | $3,125 |
| 16.00 ASML HOLDING | $10,846 | $17,322 |
| 112.00 BROADCOM INC | $21,424 | $38,763 |
| 36.00 PALO ALTO NETWORKS INC | $6,631 | $6,631 |
| 38.00 TAIWAN SEMI MFG CO ADR | $11,063 | $11,547 |
| 70.00 SERVICENOW INC | $12,241 | $10,723 |
| 31.00 SHERWIN-WILLIAMS CO | $10,279 | $10,044 |
| 133.00 CRH PLC | $10,310 | $16,598 |
| 43.00 HOLCIM LTD | $3,810 | $4,216 |
| 16.00 HEIDELBERG MATERIALS AG | $3,745 | $4,196 |
| 217.00 ISHRS MSCI EAFE IND FND | $19,344 | $20,838 |
| 139.00 AMEREN CORP | $11,284 | $13,880 |
| 245.00 NEXTERA ENERGY INC | $18,733 | $19,668 |
| 20.00 REDDIT INC | $4,248 | $4,597 |
| 46.00 LIVE NATION ENTERTMNT INC | $3,598 | $6,555 |
| 71.00 DOLLARAMA INC | $3,374 | $10,619 |
| 51.00 LIGHT & WONDER INC. | $4,470 | $5,257 |
| 91.00 MONCLER SPA | $5,381 | $5,872 |
| 17.00 TEXAS ROADHOUSE INC | $2,983 | $2,822 |
| 83.00 BJ'S WHOLESALE CLUB HOLDIN | $5,162 | $7,472 |
| 124.00 US FOODS HOLDING CORP | $4,281 | $9,339 |
| 22.00 ST STR SPDR S&P OIL&GAS EX | $2,970 | $2,777 |
| 70.00 TRADEWEB MARKETS INC | $4,684 | $7,527 |
| 3.00 PARTNERS GROUP HOLDING AG | $4,227 | $3,716 |
| 122.00 RYAN SPECIALTY HOLDNGS INC | $5,536 | $6,298 |
| 62.00 ST STR SPDR S&P REG BK ETF | $4,065 | $4,018 |
| 114.00 NASDAQ INC. | $6,858 | $11,072 |
| 14.00 MEDPACE HOLDINGS | $3,876 | $7,863 |
| 40.00 COOPER COS INC/THE | $3,969 | $3,278 |
| 13.00 IDEXX LABS CORP | $5,524 | $8,794 |
| 42.00 STERIS PLC | $8,582 | $10,647 |
| 18.00 LABCORP HLDGS | $5,008 | $4,515 |
| 43.00 STRAUMANN HOLDING AG | $5,115 | $5,067 |
| 109.00 CORE & MAIN INC | $4,610 | $5,664 |
| 98.00 UL SOLUTIONS INC | $5,641 | $7,728 |
| 40.00 CLEAN HARBORS INC | $5,375 | $9,379 |
| 139.00 STANDARDAERO INC | $3,982 | $3,986 |
| 18.00 SAIA INC COM | $5,011 | $5,877 |
| 19.00 CARLISLE COS | $3,641 | $6,077 |
| 220.00 API GROUP CORP | $5,983 | $8,417 |
| 48.00 ROLLINS INC | $2,888 | $2,880 |
| 27.00 BWX TECHNOLOGIES INC | $2,371 | $4,666 |
| 26.00 EQUIFAX INC | $6,062 | $5,641 |
| 57.00 BOOZ ALLEN HAMILTON HLDGS | $6,010 | $4,808 |
| 47.00 ESAB CORP | $5,518 | $5,250 |
| 49.00 CDW CORP/DE | $8,627 | $6,673 |
| 29.00 MANHATTAN ASSOCIATES INC | $5,410 | $5,025 |
| 26.00 MACOM TECHNOLOGY SOLUTIONS | $4,020 | $4,453 |
| 53.00 KEYSIGHT TECHNOLOGIES INC | $8,245 | $10,769 |
| 5.00 ASM INTERNATIONAL NV | $1,473 | $3,040 |
| 24.00 ENTEGRIS INC | $2,996 | $2,022 |
| 88.00 BENTLEY SYSTEMS INC | $4,081 | $3,358 |
| 410.00 CCC INTELLIGENT SOLUTIONS | $4,585 | $3,259 |
| 84.00 ST STR UTILITIES SELECT | $3,227 | $3,585 |
| 26.00 NRG ENERGY INC | $4,143 | $4,140 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TAX COST ADJUSTMENT | Desc |
| Amt | $85 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $10,120 | Amt |
| Net Investment Income | $6,747 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,373 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES WITHHELD | $120 | $120 | $0 |
| foreign taxes WITHHELD IN EXCESS | $144 | $0 | $0 |
| FED TAX LIABILITY | $2,996 | $0 | $0 |
| FED ESTIMATES | $5,000 | $0 | $0 |
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