CAINE FAMILY FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- CAINE FAMILY FOUNDATION (EIN 45-3233150)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-14
- IRS object ID
- 202641349349102779
- 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
- Schedule B
- 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 | 2026-05-14T13:17:27-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 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 | 453233150 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Caine Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | CAIN | 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 | Linda Caine | PersonNm |
| Person Title | Co-President | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2026-04-30 | 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 | $1,397,390 | 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 | $90,832 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $914 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $914 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $35,180 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $35,180 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $57,998 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $422,464 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $57,998 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $184,924 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $94,092 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $8,674 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $8,674 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,357 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $39 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $10,202 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $129 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $10,073 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $20,233 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $8,842 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $10,073 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $102,065 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $102,065 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $122,298 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $8,842 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $112,138 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $62,626 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $85,250 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $53,007 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $53,358 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $53,358 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,111,055 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,173,330 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,344,032 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,164,062 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,226,688 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,397,390 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $1,164,062 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,226,688 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,164,062 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,226,688 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,164,062 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,226,688 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,164,062 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $62,626 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,226,688 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,226,688 | 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 | $422,464 | GrossSalesPriceAmt |
| Cost Or Other Basis | $364,466 | CostOrOtherBasisAmt |
| Gain Or Loss | $57,998 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $57,998 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $57,998 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,185 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,185 | SubtotalAmt |
| Tax Based On Investment Income | $1,185 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $800 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $800 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $385 | TaxDueAmt |
| 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 | 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 |
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 | 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| Eric B Caine | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP | 1.0 | $0 | $0 | $0 |
| Linda Caine | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Sec, Co- Pres | 1.0 | $0 | $0 | $0 |
| Mark E Caine | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP | 1.0 | $0 | $0 | $0 |
| Paul J Caine | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP | 1.0 | $0 | $0 | $0 |
| Robert Caine | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Co- Pres, Dir | 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 | $1,199,470 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $39,617 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,239,087 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,239,087 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $18,586 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,220,501 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $61,025 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $61,025 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,185 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,185 | TotalTaxAmt |
| Distributable Before Adj | $59,840 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $59,840 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $59,840 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $112,138 | 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 | $112,138 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $59,840 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $13,406 | UndistributedIncomePYAmt |
| Prior Year1 | 2023 | PriorYear1Yr |
| Prior Year2 | 2022 | PriorYear2Yr |
| Prior Year3 | 2021 | PriorYear3Yr |
| Qualifying Distributions | $112,138 | QualifyingDistributionsAmt |
| Applied To Year1 | $13,406 | AppliedToYear1Amt |
| Applied To Current Year | $59,840 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $38,892 | RemainingDistriFromCorpusAmt |
| Total Corpus | $38,892 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $38,892 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $38,892 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Linda Caine | ContributingManagerNm |
| Contributing Manager | Robert Caine | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 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 | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AMERICAN FRIENDS OF MAGEN DAVID ADOM | ||||||||||||
| 20 W 36TH ST SUITE 1100 | NEW YORK | NY | 10018 | N/A | PC | General & Unrestricted | $5,000 | |||||
| AMERICAN FRIENDS OF UHN INC | ||||||||||||
| N/A | PC | Charitable Event | $500 | 190 ELIZABETH ST 5S-801 RFE BLDG FL | TORONTO | ONTARIO | CA | M5G 2C4 | ||||
| CENTER FOR BUILDING INC | ||||||||||||
| 629 GRAND ST APT 3B | BROOKLYN | NY | 11211 | N/A | PC | General & Unrestricted | $1,000 | |||||
| CHARITY NAVIGATOR | ||||||||||||
| PO BOX 4009 | HARLAN | IA | 51593 | N/A | PC | General & Unrestricted | $100 | |||||
| ENERGY FOR GROWTH HUB | ||||||||||||
| ONE THOMAS CIR NW STE 700 | WASHINGTON | DC | 20005 | N/A | PC | General & Unrestricted | $1,000 | |||||
| FRIENDS OF THE ISRAEL DEFENSE FORCES | ||||||||||||
| PO BOX 4224 | NEW YORK | NY | 10163 | N/A | PC | General & Unrestricted | $2,000 | |||||
| IMPACT 100 PALM BEACH COUNTY INC | ||||||||||||
| 261 NW 13TH ST | BOCA RATON | FL | 33432 | N/A | PC | 2024-2025 Grant Giving Year -Membership Linda Caine | $1,100 | |||||
| JEWISH FEDERATION OF SOUTH PALM BEACH COUNTY INC | ||||||||||||
| 9901 DONNA KLEIN BLVD | BOCA RATON | FL | 33428 | N/A | PC | JWF 2025 Trustee Contribution | $2,000 | |||||
| JEWISH FEDERATION OF SOUTH PALM BEACH COUNTY INC | ||||||||||||
| 9901 DONNA KLEIN BLVD | BOCA RATON | FL | 33428 | N/A | PC | JFSPBC 2025 Annual Campaign | $365 | |||||
| MEMORIAL SLOAN KETTERING CANCER CENTER | ||||||||||||
| 1275 YORK AVE | NEW YORK | NY | 10065 | N/A | PC | Dr. Edmund Bartlett's Melanoma Research | $25,000 | |||||
| MEMORIAL SLOAN KETTERING CANCER CENTER | ||||||||||||
| 1275 YORK AVE | NEW YORK | NY | 10065 | N/A | PC | Dr. Michael Postow's Research for Melanoma Therapies | $50,000 | |||||
| MEMORIAL SLOAN KETTERING CANCER CENTER | ||||||||||||
| 1275 YORK AVE | NEW YORK | NY | 10065 | N/A | PC | Dr. Samuel Samuel Singer's sarcoma research | $10,000 | |||||
| PLANNED PARENTHOOD FEDERATION OF AMERICA INC | ||||||||||||
| PO BOX 97166 | WASHINGTON | DC | 20090 | N/A | PC | General & Unrestricted | $1,000 | |||||
| PLATELET DISORDER SUPPORT ASSOCIATION INC | ||||||||||||
| 8751 BRECKSVILLE RD STE 150 | CLEVELAND | OH | 44141 | N/A | PC | General & Unrestricted | $1,000 | |||||
| PROSTATE CANCER FOUNDATION | ||||||||||||
| 1250 4TH ST | SANTA MONICA | CA | 90401 | N/A | PC | General & Unrestricted | $1,000 | |||||
| WORLD CENTRAL KITCHEN INCORPORATED | ||||||||||||
| PO BOX 96538 | WASHINGTON | DC | 20090 | N/A | PC | General & Unrestricted | $1,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $102,065 | 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 | $914 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $35,180 | 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 | $57,998 | 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 | $94,092 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $94,092 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Caine Robert | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 Palm Trail | AddressLine1Txt |
| City | Delray Beach | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33483 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $90,347 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (121 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AIR PRODS & CHEM INC | $1,792 | $1,482 |
| ALPHABET INC CL C | $6,115 | $9,728 |
| AMAZON COM | $12,303 | $16,388 |
| AMER INTERNATIONAL GROUP INC | $1,091 | $1,625 |
| AMERICAN ELECTRIC POWER INC | $751 | $1,038 |
| APPLE INC | $5,825 | $7,884 |
| APPLOVIN CORP | $1,438 | $2,021 |
| ARGENX SE | $1,159 | $2,523 |
| ARTISAN INTERNATIONAL VALUE FU | $38,995 | $41,332 |
| ASTRAZENECA PLC SP ADR | $973 | $1,379 |
| AVALONBAY CMNTYS INC | $1,596 | $1,450 |
| BAXTER INTERNATIONAL INC | $5,823 | $3,268 |
| BECTON DICKINSON & CO | $4,526 | $4,658 |
| BOEING CO | $2,340 | $2,388 |
| BP PLC SPONSORED ADR | $4,855 | $5,557 |
| BRISTOL-MYERS SQUIBB CO | $983 | $1,133 |
| BRITISH AMERICAN TOBACCO PLC | $1,188 | $1,925 |
| BROADCOM INC | $5,420 | $8,653 |
| CAMPBELL SOUP CO | $1,319 | $1,171 |
| CARDINAL HEALTH INC | $2,881 | $5,343 |
| CARLYLE GROUP | $1,165 | $1,478 |
| CDW CORP | $2,583 | $2,315 |
| CHARLES SCHWAB CORP | $1,080 | $1,299 |
| CHIPOTLE MEX GRILL | $1,659 | $1,184 |
| CISCO SYSTEMS INC | $2,216 | $3,004 |
| CITIGROUP INC | $3,298 | $7,468 |
| CNH GLOBAL NV | $814 | $609 |
| COMCAST CORP | $2,943 | $2,272 |
| CROWN CASTLE INTL | $1,783 | $1,600 |
| CROWN HOLDINGS INC | $1,324 | $1,545 |
| CSX CORP | $1,303 | $1,486 |
| CVS CAREMARK CORP | $3,511 | $4,762 |
| DANAHER CORP | $3,104 | $3,434 |
| DATADOG INC | $2,361 | $2,584 |
| DOLLAR GENERAL CORP | $3,363 | $4,116 |
| DOMINION ENERGY INC | $2,537 | $2,637 |
| DOORDASH ORD SHS CLASS A | $850 | $1,585 |
| DOUBLELINE TOTAL RETURN BOND | $124,164 | $122,613 |
| DRAFTKINGS INC | $4,669 | $4,204 |
| EATON CORP PLC | $3,323 | $3,822 |
| EDISON INTL | $916 | $1,080 |
| ELECTRONIC ARTS | $1,433 | $2,043 |
| ELEVANCE HEALTH INC | $2,951 | $2,804 |
| ELI LILLY & CO | $3,218 | $5,373 |
| EVERGY, INC. | $882 | $942 |
| EXELON CORPORATION | $1,445 | $1,613 |
| F&G ANNUITIES & LIFE INC | $31 | $31 |
| FEDEX CORPORATION | $1,075 | $1,155 |
| FIDELITY ADVISOR INTL CAP APP | $47,400 | $55,178 |
| FIDELITY ADVISOR SMALL CAP GRO | $31,740 | $40,272 |
| FIDELITY NATIONAL FINANCIAL IN | $1,277 | $1,638 |
| FIDELITY NATIONAL INFORMATION | $4,281 | $3,655 |
| FIRST CITIZENS BANCSHARES INC | $2,524 | $6,439 |
| FORTIVE CORPORATION | $1,249 | $1,491 |
| FORTUNE BRANDS INNOVATIONS INC | $951 | $800 |
| GENERAL MOTORS | $1,239 | $2,602 |
| GQG PARTNERS EMERGING MARKETS | $37,091 | $40,157 |
| HARTFORD MUTUAL FDS INC INTL V | $45,227 | $53,378 |
| HASBRO INC | $1,546 | $2,378 |
| HEWLETT PACKARD ENTERPRISE CO | $2,107 | $2,738 |
| HILTON WORLDWIDE HOLDINGS, INC | $2,376 | $4,309 |
| HONEYWELL INTL | $1,416 | $1,561 |
| HOWMET AEROSPACE ORD SHS | $1,083 | $4,100 |
| HP INC | $2,923 | $1,983 |
| HUBSPOT INC | $1,418 | $1,204 |
| INT'L FLAVORS & FRAGRANCES INC | $991 | $1,011 |
| INTERCONTINENTAL EXCHANGE, INC | $5,302 | $5,831 |
| ISHARES BARCLAYS US TREASURY B | $149,513 | $149,777 |
| ISHARES BROAD USD INV GRD CORP | $26,822 | $27,231 |
| ISHARES CORE MSCI EMERGING MAR | $30,951 | $41,273 |
| ISHARES HIGH YIELD SYSTEMATIC | $27,154 | $27,274 |
| ISHARES RUSSELL TOP 200 GROW | $30,631 | $41,264 |
| ISHARES TRUST RUSSELL 1000 GRO | $38,145 | $68,628 |
| ISHARES TRUST RUSSELL 1000 VAL | $74,562 | $101,383 |
| JP MORGAN CHASE | $1,754 | $3,867 |
| KEURIG DR PEPPER INC | $2,075 | $1,849 |
| KRAFT HEINZ CO | $3,291 | $2,231 |
| L3HARRIS TECHNOLOGIES | $1,802 | $2,642 |
| LAMB WESTON HOLDINGS INC | $1,616 | $1,131 |
| LEIDOS HOLDINGS INC | $1,258 | $2,165 |
| LOCKHEED MARTIN CORP | $1,884 | $1,935 |
| LYONDELLBASELL INDUSTRIES NV | $1,141 | $909 |
| MADRIGAL PHARMACEUTICALS | $507 | $1,747 |
| MASTERCARD INC | $3,416 | $5,138 |
| MEDTRONIC PLC | $3,520 | $3,842 |
| META PLATFORMS INC | $4,315 | $5,281 |
| MICRON TECHNOLOGY | $1,194 | $4,281 |
| MICROSOFT CORP | $14,036 | $18,378 |
| MONSTER BEVERAGE CORP | $1,187 | $1,840 |
| NVIDIA CORP | $10,177 | $15,853 |
| ORACLE CORP | $3,829 | $5,263 |
| PEPSICO INC | $1,017 | $1,005 |
| PFIZER INC | $903 | $921 |
| PG & E CORP | $1,076 | $1,012 |
| PIMCO FOREIGN BOND USD HEDGED | $40,036 | $40,922 |
| PIMCO INVESTMENT GRADE CORPORA | $131,062 | $122,883 |
| PPG INDUSTRIES INC | $2,625 | $2,254 |
| RAYTHEON TECHNOLOGIES CORP | $583 | $917 |
| REXFORD INDUSTRIAL REALTY INC | $1,322 | $1,355 |
| ROGERS COMM CL B | $996 | $1,019 |
| SANOFI-AVENTIS SPONSORED ADR | $1,752 | $1,696 |
| SEALED AIR CORP | $2,496 | $2,196 |
| SHELL ADR EACH REPRESENTING 2 | $4,033 | $4,556 |
| SHOPIFY INC | $1,268 | $2,254 |
| SOLSTICE ADVANCED MATERIALS IN | $345 | $97 |
| SPDR BARCLAYS CAPITAL 1-3 MONT | $3,664 | $3,655 |
| SS&C TECHNOLOGIES INC | $3,694 | $4,983 |
| STAG INDUSTRIAL INC | $1,198 | $1,287 |
| SYSCO CORP | $879 | $811 |
| TAIWAN SEMICONDUCTOR MFG CO LT | $5,190 | $8,205 |
| TECK RESOURCES LIMITED | $2,572 | $2,969 |
| THE BLACKSTONE GROUP INC CL A | $3,036 | $3,699 |
| UNDISCOVERED MANAGERS BEHAVIOR | $40,886 | $39,631 |
| UNION PACIFIC | $899 | $925 |
| UNITEDHEALTH GROUP INC | $3,722 | $2,641 |
| VERIZON COMMUNICATIONS | $1,006 | $1,018 |
| WALT DISNEY HOLDINGS CO | $975 | $1,024 |
| WELLS FARGO & CO | $3,564 | $7,083 |
| WESCO INTL INC | $1,886 | $2,202 |
| WESTERN DIGITAL CORP | $891 | $2,929 |
| WILLIS TOWERS WATSON | $1,459 | $1,972 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $10,048 | $10,048 | |
| Bank Charges | $129 | $129 | |
| State or Local Filing Fees | $25 | $25 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $8,674 | Amt |
| Net Investment Income | $8,674 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2025 | $800 | |
| 990-PF Excise Tax for 2024 | $518 | |
| Foreign Tax Paid | $39 | $39 |