BETA

LOUIS & VIRGINIA CLEMENTE FOUNDATION INC: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
LOUIS & VIRGINIA CLEMENTE FOUNDATION INC (EIN 51-0163549)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-05-06
IRS object ID
202621269349103067
Schema version
2025v4.1
Source
Download XML · Original 990 at ProPublica

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

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2026-05-06T14:32:04-05:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN060317480PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1DAY PITNEY LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line124 FIELD PNT RDAddressLine1Txt
CityGREENWICHCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06830ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN510163549EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LOUIS AND VIRGINIA CLEMENTEBusinessNameLine1Txt
Business Name Line2FOUNDATIONINCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlCLEMBusinessNameControlTxt
Phone2038627800PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1DAY PITNEY LLP 24 FIELD POINT ROADAddressLine1Txt
CityGREENWICHCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06830ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMARY ELLEN LEBIENPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2038627800PhoneNum
Signature2026-05-06SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJENNIFER M PAGNILLOPreparerPersonNm
PTINP01257675PTIN
Phone2038627800PhoneNum
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$6,679,979FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$124,329DividendsRevAndExpnssAmt
Dividends Net Invst Incm$124,329DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$21,140NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$269,823GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$103,189TotalRevAndExpnssAmt
Total Net Invst Incm$124,329TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$4,275LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$2,850LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$1,425LegalFeesDsbrsChrtblAmt
Taxes Rev And Expnss$2,512TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,662TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$250OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$250OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$7,037TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$4,762TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,425TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$350,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$350,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$357,037TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$4,762TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$351,425TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$253,848ExcessRevenueOverExpensesAmt
Net Investment Income$119,567NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$68,592SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$37,332SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$37,332SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$317,261CorporateStockBOYAmt
Corporate Stock EOY$240,991CorporateStockEOYAmt
Corporate Stock EOYFMV$588,670CorporateStockEOYFMVAmt
Other Investments BOY$2,854,568OtherInvestmentsBOYAmt
Other Investments EOY$2,708,706OtherInvestmentsEOYAmt
Other Investments EOYFMV$6,053,977OtherInvestmentsEOYFMVAmt
Total Assets BOY$3,240,421TotalAssetsBOYAmt
Total Assets EOY$2,987,029TotalAssetsEOYAmt
Total Assets EOYFMV$6,679,979TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$4,067,235CapitalStockBOYAmt
Capital Stock EOY$4,067,235CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY-$826,814RetainedEarningBOYAmt
Retained Earning EOY-$1,080,206RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$3,240,421TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,987,029TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,240,421TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,987,029TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,240,421TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$253,848ExcessRevenueOverExpensesAmt
Other Increases$456OtherIncreasesAmt
Subtotal$2,987,029SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,987,029TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtAcquiredAcquiredDtHow AcquiredHowAcquiredCd
VANGUARD INTER INVST GR2025-10-29$7,789$8,529-$740-$740
BIO-TECHNE CORP2025-07-24$58,000$76,270-$18,270-$18,2702023-06-15
VANGUARD INTER INVST GR2025-10-29$188,276$206,164-$17,888-$17,888
CAPITAL GAINS DIVIDENDS$15,758$15,758$15,758P
FieldValueIRS element (for citing)
Capital Gain Net Income-$21,140CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,662InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,662SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,662TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,696EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$1,696TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$34OverpaymentAmt
Applied To ES Tax$34AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksSUSAN W YLITALO ESQIndividualWithBooksNm
Phone2038627800PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1DAY PITNEY LLP 24 FIELD POINT RDAddressLine1Txt
CityGREENWICHCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06830ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
MARY ELLEN LEBIEN
64 BURNING TREE ROADGREENWICHCT06830PRESIDENT2.00$0$0$0
MICHELE L MAXWELL
14901 SW SOPHIA LANETIGARDOR97224VICE PRESIDENT0.10$0$0$0
LAURENT C LEBIEN
124 HESPER AVENUEMETAIRIELA70005TREASURER0.75$0$0$0
THOMAS E LEBIEN
14 HAWTHORNE AVENUEGLEN RIDGENJ07028SECRETARY0.10$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$6,252,095AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$111,621AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$6,363,716TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$6,363,716AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$95,456CashDeemedCharitableAmt
Net Vl Noncharitable Assets$6,268,260NetVlNoncharitableAssetsAmt
Minimum Investment Return$313,413MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$313,413MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,662TaxBasedOnInvestmentIncomeAmt
Total Tax$1,662TotalTaxAmt
Distributable Before Adj$311,751DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$311,751DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$311,751DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$351,425ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$351,425QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$311,751DistributableAsAdjustedAmt
Undistributed Income PY$57,458UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$351,425QualifyingDistributionsAmt
Applied To Year1$57,458AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$293,967AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$17,784UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (34 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMERICAN FRIENDS OF EPISCOPAL DIOCESE OF JERUSALEM
25 OLD KINGS HIGHWAY NORTHDARIENCT06820NONEPCUNRESTRICTED GRANT$10,000
AMERICAN RED CROSS - DISASTER RELIEF
PO BOX 37839BOONEIA500370839NONEPCUNRESTRICTED GRANT$5,000
AMERICAN RED CROSS (GREATER NY REGION)
99 INDIAN FIELD ROADGREENWICHCT06830NONEPCUNRESTRICTED GRANT$1,000
AT HOME IN GREENWICH INC
139 EAST PUTNAM AVE STEE 220GREENWICHCT06830NONEPCUNRESTRICTED GRANT$1,000
BARBARA'S HOUSE
100 MELROSE AVE STE 100GREENWICHCT06830NONEPCUNRESTRICTED GRANT$1,000
FAIRFIELD COUNTY HOSPICE HOUSE
ONE DEN ROADSTAMFORDCT06902NONEPCUNRESTRICTED GRANT$2,000
FAMILY PROMISE OF TUALATIN VALLEY
11460 SW PACIFIC HWYTIGARDOR97223NONEPCUNRESTRICTED GRANT$20,000
FRENCH QUARTER FESTIVALS INC
400 N PETERS ST 205NEW ORLEANSLA70130NONEPCUNRESTRICTED GRANT$5,000
FRIENDS OF GLEN RIDGE LIBRARY
PO BOX 8115GLEN RIDGENJ07028NONEPCUNRESTRICTED GRANT$5,000
FRIENDS OF SEATON HACKNEY
440 SOUTH STREETMORRISTOWNNJ07960NONENCUNRESTRICTED GRANT$5,000
FRIENDS OF WWOZ
PO BOX 51840NEW ORLEANSLA70151NONEPCUNRESTRICTED GRANT$10,000
GREENWICH HISTORICAL SOCIETY
47 STICKLAND ROADCOS COBCT06807NONEPCUNRESTRICTED GRANT$6,000
GREENWICH LIBRARY
101 WEST PUTNAM AVEGREENWICHCT06830NONEPCUNRESTRICTED GRANT$6,000
GREENWICH PRESERVATION TRUST
PO BOX 4719GREENWICHCT06831NONEPCUNRESTRICTED GRANT$5,000
GREENWICH UNITED WAY
2 DEARFIELD DR STE 300GREENWICHCT06831NONEPCUNRESTRICTED GRANT$10,000
JEFFERSON PERFORMING ARTS SOCIETY
6400 AIRLINE DRIVEMETAIRIELA70003NONEPCUNRESTRICTED GRANT$17,000
LONG ISLAND UNIVERSITY (COLLEGE OF PHARMACY AND HEALTH SCIENCES)
75 DEKALB AVEBROOKLYNNY11201NONEPCUNRESTRICTED GRANT$25,000
LUKE'S HOUSE CLINIC
2222 SIMON BOLIVAR AVENUENEW ORLEANSLA70113NONEPCUNRESTRICTED GRANT$15,000
METROPOLITAN MUSEUM OF ART
1000 FIFTH AVENEW YORKNY10028NONEPCUNRESTRICTED GRANT$40,000
NATURE CONSERVANCY IN CONNECTICUT
265 CHURCH ST FL 16NEW HAVENCT06510NONEPCUNRESTRICTED GRANT$2,000
NEIGHBOR TO NEIGHBOR
248 EAST PUTNAM AVEGREENWICHCT06830NONEPCUNRESTRICTED GRANT$7,000
NEW YORK YACHT CLUB FOUNDATION
37 W 44TH STNEW YORKNY10036NONEPCUNRESTRICTED GRANT$5,000
OGDEN MUSEUM OF SOUTHERN ART
925 CAMP STNEW ORLEANSLA70130NONEPCUNRESTRICTED GRANT$1,000
OUTPOST IN THE BURBS INC
40 S FULLERTON AVEMONTCLAIRNJ07042NONEPCUNRESTRICTED GRANT$5,000
PACIFIC HOUSE
PO BOX 1252STAMFORDCT06904NONEPCUNRESTRICTED GRANT$5,000
PORTLAND ART MUSEUM
1219 SW PARK AVEPORTLANDOR97205NONEPCUNRESTRICTED GRANT$20,000
PORTLAND COMMUNITY COLLEGE FOUNDATION
PO BOX 19000PORTLANDOR97205NONEPCUNRESTRICTED GRANT$20,000
RIVER HOUSE ADULT DAY CENTER
125 RIVER ROAD EXTCOS COBCT06807NONEPCUNRESTRICTED GRANT$1,000
SAVE THE SOUND
127 CHURCH ST 2ND FLNEW HAVENCT06510NONEPCUNRESTRICTED GRANT$10,000
SEMINARY OF THE SOUTHWEST
501 EAST 32ND STAUSTINTX78705NONEPCUNRESTRICTED GRANT$15,000
SHARING THE ARTS
PO BOX 43RIDGEWOODNJ074510043NONEPCUNRESTRICTED GRANT$5,000
ST LUKES'S EPISCOPAL CHURCH (TONI'S KITCHEN)
73 S FULLERTON AVEMONTCLAIRNJ07042NONEPCUNRESTRICTED GRANT$30,000
UNIVERSITY OF TEXAS (COLLEGE OF EDUCATION)
1912 SPEEDWAY STOP D5000AUSTINTX78712NONEPCUNRESTRICTED GRANT$10,000
YALE UNIVERSITY (PARKINSON'S DISEASE RESEARCH)
PO BOX 7611NEW HAVENCT06519NONEPCUNRESTRICTED GRANT$25,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$350,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$124,329ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$21,140ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$103,189ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$103,189TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ALLEGION PLC$50,000$77,037
CHEF'S WAREHOUSE INC$13,913$31,165
ELI LILLY$58,300$107,468
NVIDIA CORP$118,778$373,000

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (7 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
DODGE & COX INTL STOCK FUNDAT COST$395,571$654,519
VANGUARD SHORT TERM INV FUNDAT COST$689,876$684,512
ISHARES CORE S&P MID-CAP ETFAT COST$451,561$767,250
VANGUARD SPEC DIV APP ETFAT COST$325,857$867,691
VANGUARD CONSUMER STAPLES ETFAT COST$35,626$42,248
VANGUARD INTL EQTY ETFAT COST$175,383$250,840
VANGUARD LARGE-CAP ETFAT COST$634,832$2,786,917

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryDAY PITNEY LLPCategoryTxt
Legal Fees$4,275LegalFeesAmt
Net Investment Income$2,850NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,425DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescNYS DEPT OF LAW - FILING FEEDesc
Revenue And Expenses Per Books$250RevenueAndExpensesPerBooksAmt
Net Investment Income$250NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescADJUST FOR BOOK/TAX DIFFERENCESDesc
Amt$456Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAX PAID$1,662$1,662$0
2025 ESTIMATED TAX$850$0$0

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