HEARTFELT WINGS FOUNDATION INC: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- HEARTFELT WINGS FOUNDATION INC (EIN 47-4805154)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-13
- IRS object ID
- 202631339349103448
- 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
- Accounting Fees Schedule
- Amortization Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-13T14:01:52-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBIZ Advisors LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 68 SOUTH SERVICE ROAD STE 300 | AddressLine1Txt |
| City | MELVILLE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11747 | 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 | 474805154 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HEARTFELT WINGS FOUNDATION INC | BusinessNameLine1Txt |
| Business Name Line2 | C/O MARIANNE DOLAN WEBER | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % RICHARD BACCARI | InCareOfNm |
| Business Name Control | HEAR | BusinessNameControlTxt |
| Phone | 9148045478 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1014 | AddressLine1Txt |
| City | YORKTOWN HEIGHTS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10598 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD BACCARI CPA | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 9148045478 | PhoneNum |
| Signature | 2026-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | HEATHER SANTONINO | PreparerPersonNm |
| PTIN | P01426282 | PTIN |
| Phone | 6314144000 | PhoneNum |
| Preparation | 2026-05-12 | 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 | $29,455,844 | 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 |
| Dividends Rev And Expnss | $394,260 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $389,369 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $218,286 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,396,571 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $218,286 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $612,546 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $607,655 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $2,577 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,289 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,288 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $28,951 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $28,640 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $16,345 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $8,507 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $909 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $3,706 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,476 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $230 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $52,488 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $41,912 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,518 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,154,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,154,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,206,988 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $41,912 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,156,018 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$594,442 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $565,743 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $465,521 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $525,621 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $525,621 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $4,287 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $2,862 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $2,862 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $16,289,345 | CorporateStockBOYAmt |
| Corporate Stock EOY | $21,347,126 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $21,347,126 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $6,989,187 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $7,067,207 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $7,067,207 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $609,998 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $508,859 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $508,859 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $13,638 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $9,469 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $5,078 | LandBOYAmt |
| Land EOY | $4,169 | LandEOYAmt |
| Land EOYFMV | $4,169 | LandEOYFMVAmt |
| Total Assets BOY | $24,363,416 | TotalAssetsBOYAmt |
| Total Assets EOY | $29,455,844 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $29,455,844 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $24,363,416 | CapitalStockBOYAmt |
| Capital Stock EOY | $29,455,844 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $24,363,416 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $29,455,844 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $24,363,416 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $29,455,844 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $24,363,416 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$594,442 | ExcessRevenueOverExpensesAmt |
| Other Increases | $5,686,870 | OtherIncreasesAmt |
| Subtotal | $29,455,844 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $29,455,844 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES L/T COVERED | P | $3,217,149 | $3,004,750 | $212,399 | $212,399 |
| PUBLICLY TRADED SECURITIES S/T COVERED | P | $179,422 | $173,535 | $5,887 | $5,887 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $218,286 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,864 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $7,864 | SubtotalAmt |
| Tax Based On Investment Income | $7,864 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,700 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $10,700 | TotalPaymentsAndCreditsAmt |
| Overpayment | $2,836 | OverpaymentAmt |
| Applied To ES Tax | $2,836 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| 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 | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | 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 | RICHARD BACCARI | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9148045478 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1014 | AddressLine1Txt |
| City | YORKTOWN HEIGHTS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10598 | 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 |
|---|---|---|---|---|---|---|---|---|
| MARIANNE DOLAN WEBER | ||||||||
| PO BOX 1014 | YORKTOWN HEIGHTS | NY | 10598 | PRESIDENT | 10.0 | $0 | $0 | $0 |
| MARIANNE ROSE WEBER | ||||||||
| 33 SOUTHARD AVE | ROCKVILLE CENTRE | NY | 11570 | VICE PRESIDENT | 1.0 | $0 | $0 | $0 |
| RICHARD BACCARI | ||||||||
| PO BOX 1014 | YORKTOWN HEIGHTS | NY | 10598 | TREASURER / SECRETARY | 1.0 | $0 | $0 | $0 |
| KATHLEEN M DOLAN | ||||||||
| PO BOX 1014 | YORKTOWN HEIGHTS | NY | 10598 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $23,427,611 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $445,906 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $560,921 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $24,434,438 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $24,434,438 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $366,517 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $24,067,921 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,203,396 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,203,396 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,864 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,864 | TotalTaxAmt |
| Distributable Before Adj | $1,195,532 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,195,532 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,195,532 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,156,018 | 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 | $1,156,018 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,195,532 | 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 Yr5 | $518,934 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $491,288 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $530,158 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $191,374 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,731,754 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,156,018 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $1,156,018 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $39,514 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $39,514 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,692,240 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $479,420 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,212,820 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $491,288 | ExcessFromYear4Amt |
| Excess From Year3 | $530,158 | ExcessFromYear3Amt |
| Excess From Year1 | $191,374 | ExcessFromYear1Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MARIANNE DOLAN WEBER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| HOSPITAL FOR SPECIAL SURGERY | |||||||
| 535 EAST 70TH STREET | NEW YORK | NY | 10021 | NONE | PC | SUMMER INTERN GRANT PROGRAM | $12,000 |
| FAIRFIELD UNIVERSITY | |||||||
| 1073 NORTH BENSON ROAD | FAIRFIELD | CT | 06824 | NONE | PC | THE FAIRFIELD FUND | $50,000 |
| THE JOYCE THEATER FOUNDATION INC | |||||||
| 175 EIGTH AVENUE | NEW YORK | NY | 100111601 | NONE | PC | ANNUAL CONTRIBUTION FOR THE JOYCE THEATER'S EDUCATIONAL PROGRAM | $36,500 |
| FAIRFIELD UNIVERSITY | |||||||
| 1073 NORTH BENSON ROAD | FAIRFIELD | CT | 06824 | NONE | PC | 2ND YEAR GRANT 2025 | $1,000,000 |
| FAIRFIELD UNIVERSITY | |||||||
| 1073 NORTH BENSON ROAD | FAIRFIELD | CT | 06824 | NONE | PC | Charles F. Dolan School of Business Dean's Strategic Initiative Fund | $25,000 |
| NATIONAL AUDUBON SOCIETY INC | |||||||
| 225 VARICK STREET 7TH FLOOR | NEW YORK | NY | 10014 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 |
| SAINT ELIZABETH UNIVERSITY | |||||||
| 2 CONVENT ROAD | MORRISTOWN | NJ | 07960 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 |
| WETHERSFIELD HISTORICAL SOCIETY | |||||||
| 150 MAIN STREET | WETHERSFIELD | CT | 06109 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 |
| LUSTGARTEN FOUNDATION | |||||||
| 504 RXR PLAZA | UNIONDALE | NY | 11556 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 |
| JOYCE THEATER FOUNDATION INC | |||||||
| 175 EIGHTH AVENUE | NEW YORK | NY | 100111601 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,154,500 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FAIRFIELD UNIVERSITY | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1073 NORTH BENSON ROAD | AddressLine1Txt |
| City | FAIRFIELD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06824 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | PC | RecipientFoundationStatusCd |
| Grant Or Contribution Purpose | EXPANSION OF THE CHARLES F. DOLAN SCHOOL OF BUSINESS | GrantOrContributionPurposeTxt |
| Amt | $3,000,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $3,000,000 | TotalGrantOrContriApprvFutAmt |
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 |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $394,260 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $218,286 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $612,546 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $612,546 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,577 | Amt |
| Net Investment Income | $1,289 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,288 | DisbursementsCharitablePrpsAmt |
Amortization Schedule AmortizationSchedule
Amortization Schedule Detail AmortizationScheduleDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amortized Expenses | ORGANIZATION COSTS | AmortizedExpensesDesc |
| Acquired Completed Or Expended | 2015-09-03 | AcquiredCompletedOrExpendedDt |
| Amortized | $13,638 | AmortizedAmt |
| Deduction For Prior Years | $8,560 | DeductionForPriorYearsAmt |
| Amortization Period | 15.0 | AmortizationPeriodRt |
| Current Year Amortization | $909 | CurrentYearAmortizationAmt |
| Total Amortization | $9,469 | TotalAmortizationAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FIXED INCOME BOND | $23,731 | $23,731 |
| FIXED INCOME- STATEMENT A | $7,043,476 | $7,043,476 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| PUBLICLY TRADED SECURITY MSGS | $8,414,660 | $8,414,660 |
| EQUITIES- STATEMENT B | $5,439,005 | $5,439,005 |
| EQUITIES- STATEMENT C | $146,260 | $146,260 |
| PUBLICLY TRADED SECURITY MSGE | $2,657,855 | $2,657,855 |
| PUBLICLY TRADED SECURITY SPHR | $4,689,346 | $4,689,346 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| HEDGE FUND | FMV | $27,988 | $27,988 |
| WALTON STREET REAL EST FUND | FMV | $480,871 | $480,871 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | ORGANIZATION COSTS | CategoryOrItemTxt |
| Cost Or Other Basis | $13,638 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $9,469 | AccumulatedDepreciationAmt |
| Book Value | $4,169 | BookValueAmt |
| EOYFMV | $4,169 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PASS THRU DEDUCTIONS- K-1 | $3,476 | $3,476 | $0 |
| DE REPRESENTATION FEES | $230 | $0 | $230 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS/LOSSES ON PORTFOLIO | Desc |
| Amt | $5,686,870 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $28,951 | Amt |
| Net Investment Income | $28,640 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN WITHHOLDING TAXES | $8,507 | $8,507 | $0 |
| FEDERAL EXCISE TAXES | $7,838 | $0 | $0 |
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