THE BRETT BARAKETT FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- THE BRETT BARAKETT FOUNDATION (EIN 20-0832184)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-14
- IRS object ID
- 202621349349100602
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-14T01:26:13-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE MANHATTAN WEST | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100018604 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200832184 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Brett & Meaghan Barakett Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % CAROLINE KRAFT | InCareOfNm |
| Business Name Control | BRET | BusinessNameControlTxt |
| Phone | 2123037373 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 360 S ROSEMARY AVE | AddressLine1Txt |
| City | WEST PALM BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33401 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRETT BARAKETT | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2123037383 | PhoneNum |
| Signature | 2025-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOEL FRIEDLANDER | PreparerPersonNm |
| PTIN | P01230257 | PTIN |
| Phone | 2127733000 | PhoneNum |
| Preparation | 2026-05-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $10,400,075 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $9 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $9 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $34,657 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $34,657 | DividendsNetInvstIncmAmt |
| Total Rev And Expnss | $34,666 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $34,666 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $15,972 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $15,972 | LegalFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $6,392 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $407 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $397 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $10 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $22,771 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $397 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $15,982 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,141,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,141,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,164,271 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $397 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,157,482 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,129,605 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $34,269 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,153,094 | CashBOYAmt |
| Cash EOY | $22,266 | CashEOYAmt |
| Cash EOYFMV | $22,266 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $0 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,223 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,223 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,666,717 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,666,717 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,918,901 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $3,587,436 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,587,436 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $5,457,685 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $6,407,247 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,277,642 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,400,075 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $6,407,247 | CapitalStockBOYAmt |
| Capital Stock EOY | $5,277,642 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,407,247 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,277,642 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,407,247 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,277,642 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,407,247 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,129,605 | ExcessRevenueOverExpensesAmt |
| Subtotal | $5,277,642 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $5,277,642 | TotNetAstOrFundBalancesEOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cap Gains Loss Tx Invst Incm Detail | CapGainsLossTxInvstIncmDetail |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $476 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $476 | SubtotalAmt |
| Tax Based On Investment Income | $476 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,200 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $3,200 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $2,724 | OverpaymentAmt |
| Applied To ES Tax | $2,724 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAROLINE KRAFT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2123037383 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 360 S ROSEMARY AVE SUITE 1450 | AddressLine1Txt |
| City | WEST PALM BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|
| BRETT BARAKETT CO TREMBLANT PTNRS | ||||||||
| 360 S ROSEMARY AVE SUITE 1450 | WEST PALM BEACH | FL | 33401 | PRESIDENT | 1.0 | $0 | $0 | $0 |
| JAMES ECKERT CO TREMBLANT PTNRS | ||||||||
| 360 S ROSEMARY AVE SUITE 1450 | WEST PALM BEACH | FL | 33401 | SECRETARY | 1.0 | $0 | $0 | $0 |
| CAROLINE KRAFT CO TREMBLANT PTNRS | ||||||||
| 360 S ROSEMARY AVE SUITE 1450 | WEST PALM BEACH | FL | 33401 | TREASURER | 1.0 | $0 | $0 | $0 |
| MEAGHAN BARAKETT | ||||||||
| 360 S ROSEMARY AVE SUITE 1450 | WEST PALM BEACH | FL | 33401 | DIRECTOR | 1.0 | $0 | $0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $8,382,014 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $683,924 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,044,413 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,110,351 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $11,110,351 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $166,655 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,943,696 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $547,185 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $547,185 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $476 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $476 | TotalTaxAmt |
| Distributable Before Adj | $546,709 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $546,709 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $546,709 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,157,482 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $1,157,482 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $546,709 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2023 | PriorYear1Yr |
| Prior Year2 | 2022 | PriorYear2Yr |
| Prior Year3 | 2021 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $771,113 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $896,759 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $835,655 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $845,461 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,348,988 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,157,482 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $546,709 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $610,773 | RemainingDistriFromCorpusAmt |
| Total Corpus | $3,959,761 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $3,959,761 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $771,113 | ExcessFromYear4Amt |
| Excess From Year3 | $896,759 | ExcessFromYear3Amt |
| Excess From Year2 | $835,655 | ExcessFromYear2Amt |
| Excess From Year1 | $845,461 | ExcessFromYear1Amt |
| Excess From Current Year | $610,773 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | BRETT BARAKETT CO TREMBLANT PTNRS | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Harvard University | |||||||||||
| Massachusetts Hall | CAMBRIDGE | MA | 02138 | NONE | PC | GENERAL SUPPORT | $325,000 | ||||
| Rohis Liberation Station Inc | |||||||||||
| 700 South Rosemary Avenue Suite 130 | West Palm Beach | FL | 33401 | NONE | PC | General Support | $10,000 | ||||
| Fordham University | |||||||||||
| 441 E FORDHAM RD | BRONX | NY | 104585149 | NONE | PC | General Support | $125,000 | ||||
| Greenwich Academy | |||||||||||
| 200 N MAPLE AVE | GREENWICH | CT | 068304739 | NONE | PC | General Support | $25,000 | ||||
| Brunswick School Inc | |||||||||||
| 100 Maher Avenue | Greenwich | CT | 06830 | NONE | PC | General support | $80,000 | ||||
| Ivey Business School at UWO | |||||||||||
| NONE | PC | General Support | $145,000 | 1255 Western Road | London Ontario | CA | N6G 0N1 | ||||
| Sea Star Waldorf School Initiative | |||||||||||
| 2450 NW 5TH AVENUE | BOCA RATON | FL | 33431 | NONE | PC | General Support | $11,000 | ||||
| Whitehead Institute for Biomedical Research | |||||||||||
| 455 MAIN ST | CAMBRIDGE | MA | 021421025 | NONE | PC | General Support | $100,000 | ||||
| Friends of Recreation Inc | |||||||||||
| 251 ROYAL PALM WAY STE 400 | Palm Beach | FL | 334804337 | NONE | PC | General Support | $50,000 | ||||
| Center for Mind-Body Medicine | |||||||||||
| 5335 Wisconsin Avenue NW Suite 440 | Washington | DC | 20015 | NONE | PC | General Support | $25,000 | ||||
| One Girl Inc | |||||||||||
| 21 E 61ST ST APT 11F | New York | NY | 100658451 | NONE | PC | General Support | $20,000 | ||||
| Palm Beach Police Foundation Inc | |||||||||||
| 139 N COUNTY RD STE 26 | Palm Beach | FL | 334803977 | NONE | PC | General Support | $1,000 | ||||
| Dana-Farber Cancer Institute | |||||||||||
| 450 Brookline Avenue | Boston | MA | 02115 | NONE | PC | General Support | $2,500 | ||||
| Bradley Hospital Foundation | |||||||||||
| 167 POINT STREET | PROVIDENCE | RI | 029034771 | NONE | PC | General Support | $2,000 | ||||
| Mount Auburn Preservation Foundation Inc | |||||||||||
| 404 MAIN STREET | WILMINGTON | MA | 018873650 | NONE | PC | General Support | $10,000 | ||||
| Sudc Foundation | |||||||||||
| 101 EISENHOWER PKWY STE 300 | Roseland | NJ | 070681054 | NONE | PC | General Support | $10,000 | ||||
| Villanova University | |||||||||||
| 800 E LANCASTER AVE | VILLANOVA | PA | 190851603 | NONE | PC | General Support | $200,000 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,141,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $34,657 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp | |
| Gain Sales Ast Oth Than Invntry | GainSalesAstOthThanInvntryGrp | |
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $34,666 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $34,666 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CORPORATE STOCK | $1,506,909 | $4,636,580 |
| PROCTOR & GAMBLE STOCK | $159,808 | $282,321 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| TREMBLANT LONG FUND LTD | $1,150,000 | $2,114,149 |
| TREMBLANT GLOBAL ETF(TOGA) | $2,437,436 | $3,343,536 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $15,972 | LegalFeesAmt |
| Disbursements Charitable Prps | $15,972 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PROFESSIONAL FEES | $397 | $397 | |
| POSTAGE FEES | $10 | $10 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | miscellaneous income | Desc |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAXES PAID | CategoryTxt |
| Amt | $6,392 | Amt |