NEW COVENANT FOUNDATION INC: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- NEW COVENANT FOUNDATION INC (EIN 20-1986617)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-13
- IRS object ID
- 202631339349104628
- 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
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-13T21:49:50-04:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | 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 | 201986617 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | New Covenant Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | NEWC | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Allen Morell | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2026-05-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
| 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 | $1,341,238 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
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 | $1,012 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,012 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $13,156 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $13,156 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $197,911 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,018,480 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $197,911 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $212,079 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $212,079 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $81,583 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $81,583 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $7,355 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $7,355 | PensionEmplBnftDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $18,495 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $15,920 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $2,575 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,391 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $66 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $600 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $600 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $14,036 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $10 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $14,026 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $126,460 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $15,996 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $106,139 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $199,750 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $199,750 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $326,210 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $15,996 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $305,889 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$114,131 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $196,083 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $49,480 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $39,155 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $39,155 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,078,635 | CorporateStockBOYAmt |
| Corporate Stock EOY | $974,829 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,302,083 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,128,115 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,013,984 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,341,238 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $1,128,115 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,013,984 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,128,115 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,013,984 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,128,115 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,013,984 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,128,115 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$114,131 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,013,984 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,013,984 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $1,018,480 | GrossSalesPriceAmt |
| Cost Or Other Basis | $820,569 | CostOrOtherBasisAmt |
| Gain Or Loss | $197,911 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $197,911 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $197,911 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,726 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,726 | SubtotalAmt |
| Tax Based On Investment Income | $2,726 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,800 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $2,800 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $74 | OverpaymentAmt |
| Applied To ES Tax | $74 | 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 | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | 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 | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| 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 |
|---|---|---|---|---|---|---|---|---|
| Allen N Morell | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Pres, Dir | 10.0 | $19,583 | $0 | $0 |
| Amanda Morell | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 3.0 | $9,917 | $0 | $0 |
| Patricia M Morell | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Treas, Dir | 30.0 | $52,083 | $0 | $0 |
| Roy K Morell | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP | 1.0 | $0 | $0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | KTCEP- CURRICULUM PREPARES BEGINNING IN KINDERGARTEN WITH PROBLEM-BASED AND VISUAL LEARNING TO SIERRA LEONE CHILDREN. | Description1Txt |
| Expenses1 | $2,900 | Expenses1Amt |
| Description2 | GLN - GLOBAL LEADERSHIP NETWORK. TRAINING MODEL & MATERIALS USED IN SIERRA LEONE TO PROVIDE LEADERSHIP EDUCATION. MULTI-DAY SEMINARS & PRESENTATIONS ALSO PROVIDED. | Description2Txt |
| Expenses2 | $525 | Expenses2Amt |
| Description3 | KSSP- KONO SCHOOL SUPPORT PROGRAMME. CARE & OUTREACH TO SOME OF THE MOST DISADVANTAGED ORPHANED CHILDREN IN SIERRA LEONE, WEST AFRICA. | Description3Txt |
| Expenses3 | $50 | Expenses3Amt |
| 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 | $1,327,037 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $74,171 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,401,208 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,401,208 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $21,018 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,380,190 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $69,010 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $69,010 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,726 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,726 | TotalTaxAmt |
| Distributable Before Adj | $66,284 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $66,284 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $66,284 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $305,889 | 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 | $305,889 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $66,284 | DistributableAsAdjustedAmt |
| Prior Year1 | 2023 | PriorYear1Yr |
| Prior Year2 | 2022 | PriorYear2Yr |
| Prior Year3 | 2021 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $127,824 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $84,252 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $137,819 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $99,801 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $318,831 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $768,527 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $305,889 | QualifyingDistributionsAmt |
| Applied To Current Year | $66,284 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $239,605 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,008,132 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $127,824 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $880,308 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $84,252 | ExcessFromYear4Amt |
| Excess From Year3 | $137,819 | ExcessFromYear3Amt |
| Excess From Year2 | $99,801 | ExcessFromYear2Amt |
| Excess From Year1 | $318,831 | ExcessFromYear1Amt |
| Excess From Current Year | $239,605 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Allen N Morell | ContributingManagerNm |
| Contributing Manager | Patricia M Morell | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (32 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| A CHILDS HOPE FOUNDATION | |||||||
| 472 W 800 N | OREM | UT | 84057 | N/A | PC | Charitable Event | $750 |
| AMERICAN CANCER SOCIETY | |||||||
| 125 S HUNTINGTON AVE | BOSTON | MA | 02130 | N/A | PC | for the continued support of Hope Lodge in Boston MA which provides superior support to cancer patients undergoing treatment for cancer and other life-threatening diseases | $10,000 |
| CAPE ABILITIES INC | |||||||
| 895 MARY DUNN RD | HYANNIS | MA | 02601 | N/A | PC | General & Unrestricted | $5,000 |
| CAPE COD COUNCIL OF CHURCHES INC | |||||||
| 232 MAIN ST | HYANNIS | MA | 02601 | N/A | PC | General & Unrestricted | $2,000 |
| CAPE COD TOY LIBRARY INC | |||||||
| PO BOX 555 | EAST HARWICH | MA | 02645 | N/A | PC | General & Unrestricted | $2,500 |
| CAPE WELLNESS COLLABORATIVE INC | |||||||
| 436B STA AVE | S YARMOUTH | MA | 02664 | N/A | PC | General & Unrestricted | $10,000 |
| CENTERVILLE PUBLIC LIBRARY ASSOC INC | |||||||
| 585 MAIN ST | CENTERVILLE | MA | 02632 | N/A | PC | General & Unrestricted | $2,500 |
| CORDIAL EYE GALLERY AND ARTIST SPACE INC | |||||||
| 438 MAIN ST | HYANNIS | MA | 02601 | N/A | PC | General & Unrestricted | $2,500 |
| CROSSROADS GLOBAL VILLAGE US LIMITED | |||||||
| 1209 N ORANGE ST | WILMINGTON | DE | 19801 | N/A | PC | To support the ongoing management, oversight, and professional direction of efforts taking place in Hong Kong, led by the Noble Family, to assist with the needy people, communities, and non-profit organizations around the world | $5,000 |
| CROSSROADS GLOBAL VILLAGE US LIMITED | |||||||
| 1209 N ORANGE ST | WILMINGTON | DE | 19801 | N/A | PC | to be applied as directed by the VP of Strategic Partnership to support the mission and personnel achieving the goals of the organization | $5,000 |
| DANA FARBER CANCER RESEARCH INSTITUTE INC | |||||||
| 704 228TH AVE N E SUITE 254 | SAMMAMISH | WA | 98074 | N/A | PC | The Jimmy Fund | $2,000 |
| EAST BROADCASTING COMPANY | |||||||
| PO BOX 6020 | ALBERT LEA | MN | 56007 | N/A | PC | General & Unrestricted | $2,000 |
| EDUCATIONAL FOUNDATION OF ALPHA GAMMA RHO | |||||||
| 1333 NW VIVION RD STE 110 | KANSAS CITY | MO | 64118 | N/A | PC | To help Alpha Gamma Rho brothers get Leadership training and instruction for leading their house | $1,000 |
| FAMILY TABLE COLLABORATIVE INC | |||||||
| 261 WHITES PATH STE 5 | S YARMOUTH | MA | 02664 | N/A | PC | General & Unrestricted | $7,500 |
| FEEDING AMERICA | |||||||
| PO BOX 96749 | WASHINGTON | DC | 20090 | N/A | PC | General & Unrestricted | $1,000 |
| GENERAL BOARD OF GLOBAL MINISTRIES OF THE UMC | |||||||
| 458 PONCE DE LEON AVE NE | ATLANTA | GA | 30308 | N/A | PC | United Methodist Committee on Relief | $5,000 |
| GOOD NEWS JAIL & PRISON MINISTRY | |||||||
| PO BOX 6098 | ALBERT LEA | MN | 56007 | N/A | PC | General & Unrestricted | $10,000 |
| HABITAT FOR HUMANITY INTERNATIONAL INC | |||||||
| 411 MAIN ST STE 6 | YARMOUTHPORT | MA | 02675 | N/A | PC | for the construction of homes in the local area of Hyannis / Yarmouthport, MA - Cape Cod | $2,500 |
| HEIFER INTERNATIONAL FOUNDATION | |||||||
| 1 WORLD AVE | LITTLE ROCK | AR | 72202 | N/A | PC | for the purchase of two " Gift Arks" for a needy family or community designated by Heifer | $10,000 |
| HELPING CHILDREN WORLDWIDE INC | |||||||
| 14101 PARKE LONG COURT STE N | CHANTILLY | VA | 20151 | N/A | PC | to support the start up and first year of the Sickle Cell Clinic at Mercy Hospital in Bo, Sierra Leone, West Africa | $50,000 |
| HOUSING ASSISTANCE CORPORATION | |||||||
| 255 INDEPENDENCE DR | HYANNIS | MA | 02601 | N/A | PC | General & Unrestricted | $2,000 |
| MEDECINS SANS FRONTIERES USA INC | |||||||
| PO BOX 5030 | HAGERSTOWN | MD | 21741 | N/A | PC | General & Unrestricted | $5,000 |
| MERCY SHIPS | |||||||
| PO BOX 1930 | LINDALE | TX | 75771 | N/A | PC | General & Unrestricted | $5,000 |
| OSSIPEE CHILDRENS FUND INC | |||||||
| PO BOX 685 | CTR OSSIPEE | NH | 03814 | N/A | PC | General & Unrestricted | $5,000 |
| OXFAM-AMERICA INC | |||||||
| 77 N WASHINGTON ST STE 500 | BOSTON | MA | 02114 | N/A | PC | General & Unrestricted | $5,000 |
| RISEN JESUS INC | |||||||
| 8425 SCENIC RIDGE WAY | BALL GROUND | GA | 30107 | N/A | PC | General & Unrestricted | $5,000 |
| THE HOME FOR LITTLE WANDERERS INC | |||||||
| 72-74 E DEDHAM ST | BOSTON | MA | 02118 | N/A | PC | General & Unrestricted | $2,500 |
| THE SPIRAL SCHOOL INC | |||||||
| PO BOX 270 | SAGAMORE | MA | 02561 | N/A | PC | For the Annual Circle of Giving fund | $1,000 |
| TOMMYS PLACE FOUNDATION INC | |||||||
| 90 SHORE AVE | QUINCY | MA | 02169 | N/A | PC | to support Tommy's Place in Centerville, MA | $2,000 |
| UNITED METHODIST CHURCH PROPERTIES OF MAINE | |||||||
| PO BOX 67 | WINTHROP | ME | 04364 | N/A | PC | to support the feeding of children attending Camp Mechuwana who cannot afford to pay for the meals | $5,000 |
| UNIVERSITY OF MAINE FOUNDATION | |||||||
| TWO ALUMNI PL | ORONO | ME | 04469 | N/A | PC | Servant Heart Scholarship Fund | $24,000 |
| VOICE OF THE MARTYRS INC | |||||||
| 1815 SE BISON RD | BARTLESVILLE | OK | 74006 | N/A | PC | General & Unrestricted | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $199,750 | 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 | $1,012 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $13,156 | 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 | $197,911 | 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 | $212,079 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $212,079 | 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 (59 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ADVANCED MICRO DEVICES INC | $5,213 | $4,712 |
| AIR PRODS & CHEM INC | $13,692 | $12,104 |
| ALPHABET INC CL A | $22,962 | $36,308 |
| AMAZON COM | $25,526 | $44,087 |
| APPLE INC | $12,111 | $20,661 |
| APPLOVIN CORP | $7,585 | $20,215 |
| BERKSHIRE HATHAWAY INC. CLASS | $4,084 | $5,529 |
| BROADCOM INC | $11,961 | $18,689 |
| CARDINAL HEALTH INC | $17,825 | $31,031 |
| CENCORA INC | $2,767 | $3,378 |
| CHEVRON CORP | $13,652 | $14,327 |
| CIENA CORP | $8,713 | $32,508 |
| COMMUNICATION SVCS SLCT SCTR S | $62,553 | $87,583 |
| CONSUMER STAPLES SELECT SECTOR | $4,076 | $4,039 |
| ELEVANCE HEALTH INC | $13,635 | $12,269 |
| ELI LILLY & CO | $8,399 | $11,821 |
| GLOBAL XDATA CENTER DGTL | $22,727 | $23,062 |
| GLOBAL X ARTIFICIAL INTELLIGEN | $18,126 | $22,582 |
| HASBRO INC | $17,772 | $20,090 |
| HOWMET AEROSPACE ORD SHS | $11,804 | $19,272 |
| HUMANA INC | $10,367 | $9,221 |
| INTEL CORP | $7,488 | $6,458 |
| INTERCONTINENTAL EXCHANGE, INC | $18,902 | $22,189 |
| INTUIT | $9,952 | $8,611 |
| INVESCO S&P 500 EQUAL WEIGHT I | $3,004 | $3,058 |
| ISHARES S&P GSTI SOF | $15,341 | $16,488 |
| ISHARES S&P NORTH AMERICA TECH | $26,674 | $36,294 |
| JOHNSON CONTROLS INTERNATIONAL | $14,030 | $19,998 |
| JP MORGAN CHASE | $4,549 | $8,378 |
| MATERIALS SELECT SECTOR SPDR | $4,310 | $4,535 |
| MEDTRONIC PLC | $14,137 | $13,641 |
| META PLATFORMS INC | $23,242 | $34,985 |
| MICRON TECHNOLOGY | $6,309 | $18,552 |
| MICROSOFT CORP | $30,704 | $45,460 |
| NVIDIA CORP | $26,890 | $46,252 |
| RENTOKIL INITIAL PLC SPON ADR | $8,621 | $9,368 |
| ROCKET COMPANIES, INC | $10,223 | $20,696 |
| S&P GLOBAL INC COM | $15,698 | $16,723 |
| SELECT SECTOR SPDR UTILITIES | $29,349 | $33,640 |
| SELECT SECTOR SPDR-HEALTH CARE | $17,303 | $18,421 |
| SNOWFLAKE INC | $13,826 | $11,407 |
| SPDR PORTFOLIO DEVELOPED WORLD | $7,562 | $7,683 |
| SPDR S&P SOFTWARE AND SERVICES | $19,125 | $22,644 |
| SPDR SER TR S&P CAP MKTS ETF | $33,720 | $40,181 |
| SPOTIFY TECHNOLOGY SA | $13,080 | $13,937 |
| SS&C TECHNOLOGIES INC | $15,265 | $16,435 |
| SUNCOR ENERGY INC | $3,121 | $3,460 |
| TKO GROUP HOLDINGS, INC | $4,313 | $12,122 |
| VANGUARD CONSUMER DISCRETIONAR | $5,462 | $5,515 |
| VANGUARD ENERGY ETF | $1,529 | $1,511 |
| VANGUARD FIN ETF | $73,555 | $92,775 |
| VANGUARD INDUSTRIALS ETF | $22,890 | $28,644 |
| VANGUARD INFORMATION TECHNOLOG | $96,314 | $130,403 |
| VANGUARD SF REIT ETF | $4,429 | $4,601 |
| VANGUARD UTLTS ETF | $3,198 | $4,441 |
| VISA INC | $26,582 | $28,057 |
| WELLS FARGO & CO | $8,644 | $11,277 |
| WESCO INTL INC | $16,860 | $16,146 |
| WESTERN DIGITAL CORP | $3,078 | $13,609 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $11,697 | $11,697 | |
| Bank Charges | $10 | $10 | |
| Cell Phone Expense | $913 | $913 | |
| Office Supplies | $300 | $300 | |
| Payroll Processing Fees | $875 | $875 | |
| Postage/Delivery Service | $187 | $187 | |
| State or Local Filing Fees | $54 | $54 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Investment Management Services | $15,920 | $15,920 | |
| PHILANTHROPIC CONSULTING SRVCS | $2,575 | $2,575 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2025 | $2,800 | |
| 990-PF Excise Tax for 2024 | $1,525 | |
| Foreign Tax Paid | $66 | $66 |
Comments