SQUARE TABLE FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- SQUARE TABLE FOUNDATION (EIN 85-3038667)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-02-26
- IRS object ID
- 202530579349100613
- Schema version
- 2024v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-02-26T14:00:58-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 133050313 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SACKS PRESS & LACHER PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 THIRD AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100161901 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 853038667 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SQUARE TABLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SQUA | BusinessNameControlTxt |
| Phone | 2126826640 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO SACKS 600 THIRD AVE 2604 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10016 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RACHEL BULLOCK | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 2126826640 | PhoneNum |
| Signature | 2025-02-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GARY D LACHER | PreparerPersonNm |
| PTIN | P00192831 | PTIN |
| Phone | 2126826640 | PhoneNum |
| Preparation | 2025-02-17 | PreparationDt |
| 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 | $3,218,089 | 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 | $24,590 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $24,590 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $243,276 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,030,344 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $440,557 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $267,866 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $465,147 | 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 |
| Accounting Fees Rev And Expnss | $2,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $23,754 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $23,754 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $187 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $187 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,276 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,276 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $27,217 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $27,217 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $164,135 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $164,135 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $191,352 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $27,217 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $164,135 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $76,514 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $437,930 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $142,502 | CashBOYAmt |
| Cash EOY | $268,873 | CashEOYAmt |
| Cash EOYFMV | $268,873 | CashEOYFMVAmt |
| Corporate Stock BOY | $1,992,483 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,942,626 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,949,216 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $2,134,985 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,211,499 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,218,089 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $2,134,985 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,211,499 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,134,985 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,211,499 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,134,985 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,211,499 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,134,985 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $76,514 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,211,499 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,211,499 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $1,030,344 | GrossSalesPriceAmt |
| Cost Or Other Basis | $589,787 | CostOrOtherBasisAmt |
| Gain Or Loss | $440,557 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $440,557 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $440,557 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,087 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,087 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,087 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,511 | 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 | $9,511 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $3,424 | OverpaymentAmt |
| Applied To ES Tax | $3,424 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SACKS PRESS & LACHER PC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2126826640 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 THIRD AVE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10016 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| RACHEL BULLOCK | ||||||||
| C/O SACKS 600 THIRD AVENUE | NEW YORK | NY | 10016 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| KACEY ELFSTROM | ||||||||
| C/O SACKS 600 THIRD AVENUE | NEW YORK | NY | 10016 | SECRETARY | 1.00 | $0 | $0 | $0 |
| WHEATON MAHONEY | ||||||||
| C/O SACKS 600 THIRD AVENUE | NEW YORK | NY | 10016 | TREASURER | 1.00 | $0 | $0 | $0 |
| MARY C KIRK | ||||||||
| C/O SACKS 600 THIRD AVENUE | NEW YORK | NY | 10016 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| PETRA ELFSTROM | ||||||||
| C/O SACKS 600 THIRD AVENUE | NEW YORK | NY | 10016 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| KOSMAS BRANDENBERG | ||||||||
| C/O SACKS 600 THIRD AVENUE | NEW YORK | NY | 10016 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| RUFUS MAHONEY | ||||||||
| C/O SACKS 600 THIRD AVENUE | NEW YORK | NY | 10016 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,945,757 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $257,653 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,203,410 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,203,410 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $48,051 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,155,359 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $157,768 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $157,768 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,087 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,087 | TotalTaxAmt |
| Distributable Before Adj | $151,681 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $151,681 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $151,681 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $164,135 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $164,135 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $151,681 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $73 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $164,135 | QualifyingDistributionsAmt |
| Applied To Year1 | $73 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $151,681 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $12,381 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $12,381 | 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 | $12,381 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $12,381 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ACUMEN FUND INC | ||||||
| 40 WORTH STREET 303 | NEW YORK | NY | 10013 | PC | GENERAL PURPOSES | $5,000 |
| BEMENT SCHOOL | ||||||
| PO BOX 889336 | DEERFIELD | MA | 01342 | PC | GENERAL PURPOSES | $545 |
| BHUTAN FOUNDATION | ||||||
| 1050 CONNECTICUT AVE NW | WASHINGTON | DC | 20036 | PC | GENERAL PURPOSES | $11,000 |
| CENTRAL ASIA INSTITUTE | ||||||
| 2409 W MAIN STREET SUITE 1 | BOZEMAN | MT | 59718 | PC | GENERAL PURPOSES | $20,000 |
| CHASE EMERSON MEMORIAL LIBRARY | ||||||
| 17 MAIN STREET | DEER ISLE | MN | 04627 | PC | GENERAL PURPOSES | $7,000 |
| DOCTORS WITHOUT BORDERS USA INC | ||||||
| 40 RECTOR ST | NEW YORK | NY | 10006 | PC | GENERAL PURPOSES | $6,250 |
| ELEPHANTS HAVENS WILDLIFE FOUNDATION | ||||||
| 4104 CALCULUS DRIVE | DALLAS | TX | 75244 | PC | GENERAL PURPOSES | $5,000 |
| GUATEMALA HOUSING ALLIANCE | ||||||
| PO BOX 131 | BOW | WA | 98232 | PC | GENERAL PURPOSES | $5,045 |
| HUMAN RIGHTS WATCH | ||||||
| 350 FIFTH AVE | NEW YORK | NY | 10118 | PC | GENERAL PURPOSES | $3,045 |
| LENAPE CENTER | ||||||
| 20 VESEY ST | NEW YORK | NY | 10007 | PC | GENERAL PURPOSES | $20,000 |
| NOMADIC GUARDIANS FOUNDATION | ||||||
| 112 HEMLOCK VALLEY RD | EAST HADDAM | CT | 06423 | PC | GENERAL PURPOSES | $25,000 |
| QUESTBRIDGE | ||||||
| PO BOX 51847 | PALO ALTO | CA | 94303 | PC | GENERAL PURPOSES | $3,750 |
| READING AND WRITING VENTURES | ||||||
| 653 BERNARDSTON ROAD | GREENFIELD | MA | 01301 | PC | GENERAL PURPOSES | $30,000 |
| RHODE ISLAND SCHOOL OF DESIGN | ||||||
| 20 WASHINGTON PL | PROVIDENCE | RI | 02903 | PC | GENERAL PURPOSES | $2,500 |
| THE CROSBY FUND FOR HAITIAN EDUCATION | ||||||
| 19 BINNEY RD | OLD LYME | CT | 06371 | PC | GENERAL PURPOSES | $1,000 |
| THE POSSE FOUNDATION | ||||||
| 14 WALL STREET 8A-60 | NEW YORK | NY | 10005 | PC | GENERAL PURPOSES | $3,750 |
| THE TIBET FUND | ||||||
| 241 EAST 32ND STREET | NEW YORK | NY | 10016 | PC | GENERAL PURPOSES | $4,000 |
| TSECHEN KUNCHAB LING | ||||||
| 12 EDMUNDS LN | WALDEN | NY | 12586 | PC | GENERAL PURPOSES | $5,000 |
| WORLD CENTRAL KITCHEN INCORPORATED | ||||||
| 200 MASS AVE NW | WASHINGTON | DC | 20001 | PC | GENERAL PURPOSES | $6,250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $164,135 | 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 | $24,590 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $243,276 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $267,866 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $267,866 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $2,000 | Amt |
| Net Investment Income | $2,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (26 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| A S M L HOLDING N.V. 252 SHS | $161,801 | $174,656 |
| ADOBE SYSTEMS INC 312 SHS | $148,920 | $138,740 |
| AIRBNB, INC. 986 SHS | $109,529 | $129,570 |
| BLACKSTONE GROUP INC 859 SHS | $80,458 | $148,109 |
| CHIPOTLE MEXICAN GRILL INC CL A 1600 SHS | $43,323 | $96,480 |
| COLGATE-PALMOLIVE COMPANY 289 SHS | $24,444 | $26,273 |
| COPART INC 1774 SHS | $98,952 | $101,810 |
| DANAHER CORP 475 SHS | $94,064 | $109,036 |
| ELI LILLY & CO 197 SHS | $84,837 | $152,084 |
| GILEAD SCIENCES INC 143 SHS | $8,188 | $13,209 |
| INTUIT 186 SHS | $68,661 | $116,901 |
| INTUITIVE SURGICAL INC 219 SHS | $16,047 | $114,309 |
| ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND FUND 430 SHS | $58,904 | $45,941 |
| LULULEMON ATHLETICA INC 243 SHS | $79,350 | $92,926 |
| MICROSOFT CORPORATION 373 SHS | $75,592 | $157,220 |
| MSCI INC 165 SHS | $83,542 | $99,002 |
| NETFLIX COM INC 212 SHS | $36,322 | $188,960 |
| NVIDIA CORP 1289 SHS | $22,700 | $173,100 |
| S & P GLOBAL INC. 288 SHS | $86,893 | $143,433 |
| SERVICENOW, INC. 77 SHS | $36,031 | $81,629 |
| SPDR S&P 500 ETF TRUST 265 SHS | $124,423 | $155,311 |
| SYNOPSYS INC 243 SHS | $126,186 | $117,942 |
| THE TRADE DESK, INC. 734 SHS | $70,890 | $86,267 |
| TRANSDIGM GROUP INC 23 SHS | $29,197 | $29,147 |
| VERTEX PHARMACEUTICALS INC 225 SHS | $103,125 | $90,608 |
| VISA INC-CLASS A SHRS 527 SHS | $70,247 | $166,553 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CUSTODY FEE | Desc |
| Revenue And Expenses Per Books | $1,276 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,276 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEE | CategoryTxt |
| Amt | $23,754 | Amt |
| Net Investment Income | $23,754 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN WITHHOLDING TAX | CategoryTxt |
| Amt | $187 | Amt |
| Net Investment Income | $187 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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