PENINSULA CHARITIES FOUNDATION II: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- PENINSULA CHARITIES FOUNDATION II (EIN 65-0877197)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-05-06
- IRS object ID
- 202621269349100017
- Schema version
- 2024v5.5
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-06T07:16:19-05:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 871353108 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EISNER ADVISORY GROUP LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 505 SOUTH FLAGLER DRIVE SUITE 900 | AddressLine1Txt |
| City | WEST PALM BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 650877197 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE PENINSULA CHARITIES FOUNDATION II | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PENI | BusinessNameControlTxt |
| Phone | 3053673321 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 24 DOCKSIDE LANE PMB 45 | AddressLine1Txt |
| City | KEY LARGO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33037 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ELLEN H SKOVE | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 3053672343 | PhoneNum |
| Signature | 2026-04-29 | 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 | CHARLES FRIEDMAN | PreparerPersonNm |
| PTIN | P00708283 | PTIN |
| Phone | 5618329292 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $25,872,211 | 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 |
| Interest On Sav Rev And Expnss | $27,676 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $27,676 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $27,676 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $815,805 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $815,805 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $815,805 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $666,183 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $59,501 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $666,183 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,509,664 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,509,664 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $843,481 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,532 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,766 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Expenses Rev And Expnss | $76,491 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $75,980 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $82,023 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $78,746 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $6,000,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $6,000,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $6,082,023 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $78,746 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $6,000,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$4,572,359 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,430,918 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $843,481 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,309,014 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,248,219 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,248,219 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $25,035,085 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $20,523,521 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $24,623,992 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $26,344,099 | TotalAssetsBOYAmt |
| Total Assets EOY | $21,771,740 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $25,872,211 | 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 | $26,344,099 | RetainedEarningBOYAmt |
| Retained Earning EOY | $21,771,740 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $26,344,099 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $21,771,740 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $26,344,099 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $21,771,740 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $26,344,099 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$4,572,359 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $21,771,740 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $21,771,740 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | SoldSoldDt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt |
|---|---|---|---|---|---|
| JP MORGAN #7006 | 2024-12-31 | $96,401 | $96,401 | ||
| JP MORGAN #7006 | 2024-12-31 | $510,281 | $510,281 | ||
| CAPITAL GAINS DIVIDENDS | $59,501 | $59,501 | P | $59,501 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $666,183 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $96,401 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $19,890 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $19,890 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $19,890 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $50,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $50,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $1,056 | EsPenaltyAmt |
| Overpayment | $29,054 | OverpaymentAmt |
| Applied To ES Tax | $29,054 | 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 | FL | 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 | 0 | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ELDEN ENTERPRISES INC | IndividualWithBooksNm |
| Phone | 3053673321 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 35 OCEAN REEF DR 138 | AddressLine1Txt |
| City | KEY LARGO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33037 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CATHERINE SKOVE | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 194 HAMMOND HOLLOW ROAD | AddressLine1Txt |
| City | GILSUM | CityNm |
| State Abbreviation | NH | StateAbbreviationCd |
| ZIP | 03448 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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 | $21,606,386 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $8,226,951 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $29,833,337 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $29,833,337 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $447,500 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $29,385,837 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,469,292 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,469,292 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $19,890 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $19,890 | TotalTaxAmt |
| Distributable Before Adj | $1,449,402 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,449,402 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,449,402 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $6,000,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $6,000,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,449,402 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $58,902 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $90,580 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $105,075 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $20,647 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $4,010,700 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,285,904 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $6,000,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,449,402 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $4,550,598 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $8,836,502 | 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 | $58,902 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $8,777,600 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $90,580 | ExcessFromYear4Amt |
| Excess From Year3 | $105,075 | ExcessFromYear3Amt |
| Excess From Year2 | $20,647 | ExcessFromYear2Amt |
| Excess From Year1 | $4,010,700 | ExcessFromYear1Amt |
| Excess From Current Year | $4,550,598 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (31 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| SPOKE THE HUB | ||||||||
| 748 UNION STREET | BROOKLYN | NY | 11215 | N/A | PUBLIC CHARITY | GENERAL & UNRESTRICTED | $5,000 | |
| NEW DANCE ALLIANCE | ||||||||
| 182 DUANE ST FL 3 | NEW YORK | NY | 10013 | N/A | PUBLIC CHARITY | GENERAL & UNRESTRICTED | $5,000 | |
| WOMR | ||||||||
| 494 COMMERCIAL ST | PROVINCETOWN | MA | 02657 | N/A | PUBLIC CHARITY | GENERAL & UNRESTRICTED | $5,000 | |
| GREEN CITY FORCE | ||||||||
| 630 FLUSHING AVENUE SUITE 817 | BROOKLYN | NY | 11206 | N/A | PUBLIC CHARITY | GENERAL & UNRESTRICTED | $5,000 | |
| WELLFLEET PERSERVATION HALL | ||||||||
| 335 MAIN ST | WELLFLEET | MA | 02667 | N/A | PUBLIC CHARITY | GENERAL & UNRESTRICTED | $5,000 | |
| FINE ARTS WORK CENTER | ||||||||
| 24 PEARL ST | PROVINCETOWN | MA | 02657 | N/A | PUBLIC CHARITY | GENERAL & UNRESTRICTED | $6,000 | |
| STREET CRY INC | ||||||||
| 1 WINCHESTER AVE | YONKERS | NY | 10710 | N/A | PUBLIC CHARITY | GENERAL & UNRESTRICTED | $7,000 | |
| TRURO COMMUNITY KITCHENS | ||||||||
| C/O CHRISTIAN UNION CHURCH 27 SHORE | NORTH TRURO | MA | 02652 | N/A | PUBLIC CHARITY | GENERAL & UNRESTRICTED | $8,000 | ROAD |
| SKIP | ||||||||
| 243 RIDGEWOOD DR | MILLERSBURG | PA | 17061 | N/A | PUBLIC CHARITY | GENERAL & UNRESTRICTED | $8,000 | |
| ALEX HOUSE PROJECT | ||||||||
| 9 BOND ST FL 4 | BROOKLYN | NY | 11201 | N/A | PUBLIC CHARITY | GENERAL & UNRESTRICTED | $8,000 | |
| INTERNATIONAL FUND FOR ANIMAL WELFARE | ||||||||
| 290 SUMMER ST | YARMOUTHPORT | MA | 02675 | N/A | PUBLIC CHARITY | GENERAL & UNRESTRICTED | $8,000 | |
| LOWER CAPE OUTREACH COUNCIL | ||||||||
| PO BOX 665 19 BREWSTER CROSS ROAD | ORLEANS | MA | 02653 | N/A | PUBLIC CHARITY | GENERAL & UNRESTRICTED | $10,000 | |
| THE YARD | ||||||||
| 1401 S STATE 2004 | CHICAGO | IL | 60605 | N/A | PUBLIC CHARITY | GENERAL & UNRESTRICTED | $10,000 | |
| HELPING 3 HORSES | ||||||||
| 1840 NE 65 COURT | FORT LAUDERDALE | FL | 33308 | N/A | PUBLIC CHARITY | GENERAL & UNRESTRICTED | $10,000 | |
| PAYOMET PERFOMING ARTS CENTER | ||||||||
| PO BOX 1202 | TRURO | MA | 02666 | N/A | PUBLIC CHARITY | GENERAL & UNRESTRICTED | $20,000 | |
| HOUSE FOUNDATION FOR THE ARTS | ||||||||
| 260 WEST BROADWAY SUITE 2 | NEW YORK | NY | 10013 | N/A | PUBLIC CHARITY | GENERAL & UNRESTRICTED | $20,000 | |
| APPPAH | ||||||||
| PO BOX 25582 | COLORADO SPRINGS | CO | 80936 | N/A | PUBLIC CHARITY | GENERAL & UNRESTRICTED | $30,000 | |
| HOOK ARTS MEDIA | ||||||||
| 480 VAN BRUNT STREET 203 | BROOKLYN | NY | 11231 | N/A | PUBLIC CHARITY | GENERAL & UNRESTRICTED | $40,000 | |
| BAX BROOKLYN ARTS EXCHANGE | ||||||||
| 421 FIFTH AVENUE | BROOKLYN | NY | 11215 | N/A | PUBLIC CHARITY | GENERAL & UNRESTRICTED | $45,000 | |
| FOOD BANK NYC | ||||||||
| 39 BROADWAY 10TH FLOOR | NEW YORK | NY | 10006 | N/A | PUBLIC CHARITY | GENERAL & UNRESTRICTED | $45,000 | |
| BLUECHECK CHARITABLE FOUNDATION INC | ||||||||
| 201 ALLEN ST UNIT 10016 | NEW YORK | NY | 10002 | N/A | PUBLIC CHARITY | GENERAL & UNRESTRICTED | $50,000 | |
| DOCTORS WITHOUT BORDERS USA INC | ||||||||
| 40 RECTOR STREET 16TH FLOOR | NEW YORK | NY | 10006 | N/A | PUBLIC CHARITY | GENERAL & UNRESTRICTED | $50,000 | |
| SAVE THE CHILDREN FEDERATION INC | ||||||||
| 501 KINGS HWY E STE 400 | FAIRFIELD | CT | 06825 | N/A | PUBLIC CHARITY | GENERAL & UNRESTRICTED | $50,000 | |
| PLANNED PARENTHOOD OF NORTHERN NEW ENGLAND | ||||||||
| 18 LOW AVENUE | CONCORD | NH | 03301 | N/A | PUBLIC CHARITY | GENERAL & UNRESTRICTED | $100,000 | |
| MONADNOCK CONSERVANCY | ||||||||
| 15 EAGLE COURT | KEENE | NH | 03431 | N/A | PUBLIC CHARITY | GENERAL & UNRESTRICTED | $275,000 | |
| COVENANT HOUSE | ||||||||
| 461 8TH AVE | NEW YORK CITY | NY | 10001 | N/A | PUBLIC CHARITY | GENERAL & UNRESTRICTED | $300,000 | |
| NEW HAMPSHIRE CHARITABLE FOUNDATION | ||||||||
| 37 PLEASANT ST | CONCORD | NH | 03301 | N/A | PUBLIC CHARITY | GENERAL & UNRESTRICTED | $325,000 | |
| NATURAL RESOURCES DEFENSE COUNCIL | ||||||||
| 40 WEST 20TH STREET | NEW YORK | NY | 10011 | N/A | PUBLIC CHARITY | GENERAL & UNRESTRICTED | $700,000 | |
| PLANNED PARENTHOOD FEDER OF AM | ||||||||
| 123 WILLIAM ST 10TH FLOOR | NEW YORK | NY | 10038 | N/A | PUBLIC CHARITY | GENERAL & UNRESTRICTED | $850,000 | |
| CHESHIRE HEALTH FOUNDATION | ||||||||
| 580-590 COURT STREET | KEENE | NH | 03431 | N/A | PUBLIC CHARITY | GENERAL & UNRESTRICTED | $1,000,000 | |
| IMPACT ACCESS FOUNDATION | ||||||||
| 10632 N SCOTTSDALE RD STE B PMB 598 | SCOTTSDALE | AZ | 85254 | N/A | PUBLIC CHARITY | GENERAL & UNRESTRICTED | $2,000,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $6,000,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $27,676 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $815,805 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $666,183 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,509,664 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,509,664 | 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 | $5,532 | Amt |
| Net Investment Income | $2,766 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | JP MORGAN #7006 - SECURITIES | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $20,523,521 | BookValueAmt |
| EOYFMV | $24,623,992 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| OFFICE EXPENSE | $511 | $0 | $0 | $0 |
| ADVISORY FEES | $75,980 | $75,980 | $0 | $0 |