SUDARSKY FAMILY FOUNDATION INC: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- SUDARSKY FAMILY FOUNDATION INC (EIN 83-1362706)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-06
- IRS object ID
- 202641269349101674
- 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
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-06T10:48:38-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BDO USA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1601 FORUM PLACE 9TH FLOOR | AddressLine1Txt |
| City | WEST PALM BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 831362706 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Sudarsky Family Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % BETTY SUDARSKY BRADLEY | InCareOfNm |
| Business Name Control | SUDA | BusinessNameControlTxt |
| Phone | 6172448484 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8 Barnstable Road | AddressLine1Txt |
| City | West Newton | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02465 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BETTY SUDARSKY BRADLEY | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 6172448484 | PhoneNum |
| Signature | 2026-05-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LORI B MYERS | PreparerPersonNm |
| PTIN | P00733234 | PTIN |
| Phone | 5616881600 | 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 | $21,997,975 | 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 |
| Dividends Rev And Expnss | $430,846 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $430,846 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $554,917 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,274,896 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $554,917 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$7,579 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$7,579 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $978,184 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $978,184 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $822 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $822 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $14,603 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $14,603 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $135,046 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $135,046 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $38,058 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $8,058 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $188,529 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $143,104 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $15,425 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $980,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $980,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,168,529 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $143,104 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $995,425 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$190,345 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $835,080 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $317,290 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $867,368 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $867,368 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $15,415,807 | CorporateStockBOYAmt |
| Corporate Stock EOY | $14,718,750 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $20,465,468 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $51,852 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $3,476 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $3,493 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $694,827 | OtherAssetsBOYAmt |
| Other Assets EOY | $699,837 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $661,646 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $16,479,776 | TotalAssetsBOYAmt |
| Total Assets EOY | $16,289,431 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $21,997,975 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $16,479,776 | RetainedEarningBOYAmt |
| Retained Earning EOY | $16,289,431 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $16,479,776 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $16,289,431 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $16,479,776 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $16,289,431 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $16,479,776 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$190,345 | ExcessRevenueOverExpensesAmt |
| Subtotal | $16,289,431 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $16,289,431 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (12 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| JPM #2001 | P | $785,636 | $746,338 | $39,298 | $39,298 |
| JPM #2001 | P | $1,372,156 | $1,061,560 | $310,596 | $310,596 |
| JPM #9003 | P | $15,397 | $15,376 | $22 | $21 |
| JPM #9003 | P | $34,103 | $34,035 | $68 | $68 |
| JPM #9003 | P | $1,000,000 | $999,802 | $198 | $198 |
| JPM #5003 | P | $594,427 | $593,576 | $7,097 | $851 |
| JPM #5003 | P | $358,424 | $225,907 | $133,249 | $132,517 |
| JPM #6009 | P | $5,839 | $7,304 | -$431 | -$1,465 |
| JPM #6009 | P | $115,517 | $55,156 | $60,361 | $60,361 |
| JPM #9005 | P | $427,397 | $420,792 | $2,176 | $6,605 |
| JPM #9005 | P | $566,000 | $555,480 | $161 | $10,520 |
| COST BASIS ADJUSTMENT | $2,122 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $554,917 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $11,608 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $11,608 | SubtotalAmt |
| Tax Based On Investment Income | $11,608 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $27,204 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $27,204 | TotalPaymentsAndCreditsAmt |
| Overpayment | $15,596 | OverpaymentAmt |
| Applied To ES Tax | $15,596 | 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 | 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 | BETTY SUDARSKY BRADLEY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6172448484 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8 BARNSTABLE ROAD | AddressLine1Txt |
| City | WEST NEWTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02465 | 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 |
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| Betty Sudarksy Bradley | ||||||||
| 8 Barnstable | Newton | MA | 02465 | President | 1.0 | $0 | $0 | $0 |
| Lewis Sudarsky | ||||||||
| 59 Burroughs Street | Jamaica Plain | MA | 02130 | Treasurer | 1.0 | $0 | $0 | $0 |
| Deborah Sudarsky Wherry | ||||||||
| 2800 Neilson Way APt 1003 | Santa Monica | CA | 90405 | Secretary | 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 | $20,491,666 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $553,651 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $21,045,317 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $21,045,317 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $315,680 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $20,729,637 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,036,482 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,036,482 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $11,608 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $11,608 | TotalTaxAmt |
| Distributable Before Adj | $1,024,874 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,024,874 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,024,874 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $995,425 | 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 | $995,425 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,024,874 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $406,675 | UndistributedIncomePYAmt |
| Prior Year1 | 2023 | PriorYear1Yr |
| Prior Year2 | 2022 | PriorYear2Yr |
| Prior Year3 | 2021 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $995,425 | QualifyingDistributionsAmt |
| Applied To Year1 | $406,675 | AppliedToYear1Amt |
| Applied To Current Year | $588,750 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $436,124 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | BETTY SUDARSKY BRADLEY | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8 BARNSTABLE ROAD | AddressLine1Txt |
| City | WEST NEWTON ROAD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02465 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6172448484 | RecipientPhoneNum |
| Form And Info And Materials | LETTER FORM | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NO RESTRICTIONS ON AWARDS: NO RESTRICTIONS; APPROVAL BY BOARD OF DIRECTORS | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (40 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| Loomis Chaffe School | ||||||||
| 4 Batchelder Road | Windsor | CT | 06095 | NONE | PC | Education | $50,000 | |
| The Jewish Musuem | ||||||||
| 1109 5th Avenue E 92ND St | New York | NY | 10128 | NONE | PC | to Support Charitable Purpose | $20,000 | |
| William J Brennan Jr Center for Justice | ||||||||
| 120 Broadway Suite 1750 | New York | NY | 10271 | NONE | PC | to Support Charitable Purpose | $50,000 | |
| Feeding America | ||||||||
| 161 North Clark Street Suite 700 | Chicago | IL | 60601 | none | PC | to Support Charitable Purpose | $50,000 | |
| Mitchell Institute | ||||||||
| 75 Washington Avenue Suite 2E | Portland | ME | 04101 | NONE | PC | to Support Charitable Purpose | $6,000 | |
| PRO PUBLICA INC | ||||||||
| 155 Avenue of the Americas 13th Fl | New York | NY | 10013 | NONE | PC | to Support Charitable Purpose | $20,000 | |
| CITY SQUASH INC | ||||||||
| 602 E 187TH Street 204 | The Bronx | NY | 10458 | NONE | PC | to Support Charitable Purpose | $20,000 | |
| JOSLIN DIABETES RESEARCH | ||||||||
| One Joslin Place | Boston | MA | 02215 | NONE | PC | to Support Charitable Purpose | $50,000 | |
| EVERYTOWN FOR GUN SAFETY SUPPORT FUND INC | ||||||||
| PO Box 4184 | New York | NY | 10163 | NONE | PC | to Support Charitable Purpose | $35,000 | |
| Center for Hearing and Communication | ||||||||
| 6015 Farrington Road 103 | Chapel Hill | NC | 27517 | NONE | PC | to Support Charitable Purpose | $5,000 | |
| Connecticut College | ||||||||
| 270 Mohegan Avenue | New London | CT | 06320 | NONE | PC | Education | $5,000 | |
| The Posse Foundation | ||||||||
| 1319 F St NW 604 | Washington | DC | 20004 | NONE | PC | to Support Charitable Purpose | $20,000 | |
| Marlboro Music School | ||||||||
| 2472 South Road | Brattleboro | VT | 05301 | None | PC | to Support Charitable Purpose | $5,000 | |
| STANLEY FUND FOR THE BROAD INSTITUTE | ||||||||
| 415 Main St | Cambridge | MA | 02142 | NONE | PC | to Support Charitable Purpose | $10,000 | |
| American Civil Liberties Union Foundation | ||||||||
| 125 Broad Street 18th floor | new york | NY | 10004 | NONE | PC | to Support Charitable Purpose | $50,000 | |
| Hartford Foundation of Public Giving | ||||||||
| 10 Columbus Blvd | Hartford | CT | 06106 | None | PC | to Support Charitable Purpose | $50,000 | |
| MICHAEL J FOX FOUNDATION | ||||||||
| GRAND CENTRAL STATION | NEW YORK | NY | 10163 | NONE | PC | TO SUPPORT CHARITABLE PURPOSE | $50,000 | PO BOX 4777 |
| CONGREGATION BETH ISRAEL | ||||||||
| 701 FARMINGTON AVENUE | WEST HARTFORD | CT | 06119 | NONE | PC | TO SUPPORT CHARITABLE PURPOSE | $5,000 | |
| THE UCLA FOUNDATION | ||||||||
| 10889 Wilshire Boulevard Suite 110 | LOS ANGELES | CA | 90024 | NONE | PC | TO SUPPORT CHARITABLE PURPOSE | $50,000 | |
| YIDDISH BOOK CENTER | ||||||||
| 1021 West Street | Amherst | MA | 01002 | NONE | PC | TO SUPPORT CHARITABLE PURPOSE | $10,000 | |
| CENTRAL SYNAGOGUE | ||||||||
| 123 East 55th Street | New York | NY | 10022 | NONE | PC | TO SUPPORT CHARITABLE PURPOSE | $18,000 | |
| PLANNED PARENTHOOD LEAGUE OF MASSACHUSETTS | ||||||||
| 1055 COMMONWEALTH AVENUE | BOSTON | MA | 02215 | NONE | PC | TO SUPPORT CHARITABLE PURPOSE | $50,000 | |
| BROOKLYN ARTS COUNCIL INC | ||||||||
| 20 JAY STREET | BROOKLYN | NY | 11201 | NONE | PC | TO SUPPORT CHARITABLE PURPOSE | $10,000 | |
| SURFRIDER FOUNDATION | ||||||||
| 942 CALLIE NEGOCIO SUITE 350 | SAN CLEMENTO | CA | 92673 | NONE | PC | TO SUPPORT CHARITABLE PURPOSE | $5,000 | |
| SANDY HOOK PROMISE FOUNDATION | ||||||||
| PO BOX 3489 | NEWTOWN | CT | 06470 | NONE | PC | TO SUPPORT CHARITABLE PURPOSE | $20,000 | |
| WATER ORG | ||||||||
| 117 WEST 20TH STREET SUITE 203 | KANSAS CITY | MO | 64108 | NONE | PC | TO SUPPORT CHARITABLE PURPOSE | $50,000 | |
| JEWISH PHILANTHROPIES OF GREATER BOSTON INC | ||||||||
| 126 High Street | Boston | MA | 02110 | NONE | PC | TO SUPPORT CHARITABLE PURPOSE | $20,000 | |
| TREE INTERNATIONAL INC | ||||||||
| 167 WASHINGTON STREET 5 | NORWELL | MA | 02061 | NONE | PC | TO SUPPORT CHARITABLE PURPOSE | $6,000 | |
| BRIGHAM AND WOMENS HOSPITAL INC | ||||||||
| 75 Francis Street | BOSTON | MA | 02115 | NONE | PC | TO SUPPORT CHARITABLE PURPOSE | $30,000 | |
| BOSTON HEALTH CARE FOR THE HOMELESS PROGRAM INC | ||||||||
| 780 Albany Street | BOSTON | MA | 02118 | NONE | PC | TO SUPPORT CHARITABLE PURPOSE | $25,000 | |
| ROBIN HOOD FOUNDATION | ||||||||
| 826 Broadway 9th Floor | NEW YORK | NY | 10003 | NONE | PC | TO SUPPORT CHARITABLE PURPOSE | $25,000 | |
| MUDDY PAWS RESCURE | ||||||||
| 821 9th Ave FRNT 1 | NEW YORK | NY | 10019 | NONE | PC | TO SUPPORT CHARITABLE PURPOSE | $3,000 | |
| PROJECT STEP | ||||||||
| 301 Massachusetts Ave | BOSTON | ME | 02115 | NONE | PC | TO SUPPORT CHARITABLE PURPOSE | $10,000 | |
| AS 220 | ||||||||
| 95 Mathewson Street Suite 204 | PROVIDENCE | RI | 02903 | NONE | PC | TO SUPPORT CHARITABLE PURPOSE | $6,000 | |
| GEORGE A WILEY CENTER | ||||||||
| 32 East Ave | PAWTUCKET | RI | 02860 | NONE | PC | TO SUPPORT CHARITABLE PURPOSE | $25,000 | |
| SIMON WIESENTHAL CENTER INC | ||||||||
| 1399 S Roxbury Dr | LOS ANGELES | CA | 90035 | NONE | PC | TO SUPPORT CHARITABLE PURPOSE | $20,000 | |
| PUBLIC MEDIA COMPANY | ||||||||
| 3300 Arapahoe Avenue Suite 217 | BOULDER | CO | 80303 | NONE | PC | TO SUPPORT CHARITABLE PURPOSE | $60,000 | |
| HARVARD MEDICAL SCHOOL | ||||||||
| 25 Shattuck Street | BOSTON | MA | 02115 | NONE | PC | TO SUPPORT CHARITABLE PURPOSE | $25,000 | |
| HEIGER PROJECT INTERNATIONAL | ||||||||
| 1 World Avenue | LITTLE ROCK | AR | 72202 | NONE | PC | TO SUPPORT CHARITABLE PURPOSE | $21,000 | |
| EDUCATION THROUGH MUSIC INC | ||||||||
| Po Box 4274 | Stockton | CA | 95204 | NONE | PC | Returned check for the contribution made in 2024 | -$10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $980,000 | 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 |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $430,846 | 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 | $554,917 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CPI (CARLYLE PROPERTY) PRIVATE INVESTORS LLC | Desc |
| Exclusion | 41 | ExclusionCd |
| Exclusion | -$7,579 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $978,184 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $978,184 | 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 | $14,603 | Amt |
| Disbursements Charitable Prps | $14,603 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | JP MORGAN #9003 | BondNm |
| EOY Book Value | $3,476 | EOYBookValueAmt |
| EOYFMV | $3,493 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| JP MORGAN #9003 | $256,670 | $591,525 |
| JP MORGAN #5003 | $826,133 | $1,357,831 |
| JP MORGAN #2001 | $9,698,386 | $13,929,255 |
| JP MORGAN #6009 | $332,700 | $889,997 |
| JP MORGAN #9005 | $3,604,861 | $3,696,860 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $822 | LegalFeesAmt |
| Disbursements Charitable Prps | $822 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DIVIDEND RECEIVABLE | $3,284 | $2,286 | $2,286 |
| COATUE GROWTH V PRIVATE INVEST | $226,719 | $250,222 | $214,183 |
| CPI PRIVATE INVESTORS LLC | $464,824 | $447,329 | $445,177 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CPI (CARLYLE PROPERTY) PRIVATE INVESTORS | Desc |
| Revenue And Expenses Per Books | -$7,579 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | -$7,579 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $135,046 | Amt |
| Net Investment Income | $135,046 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FORIEGN TAXES PAID | $8,058 | $8,058 |
| FEDERAL TAXES PAID | $30,000 |