LEON LOWENSTEIN FOUNDATION INC: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- LEON LOWENSTEIN FOUNDATION INC (EIN 13-6015951)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-06-17
- IRS object ID
- 202611689349100311
- 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 Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-06-17T10:52:08+00:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 440160260 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Forvis Mazars LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 E Wayne Street Suite 600 | AddressLine1Txt |
| City | Fort Wayne | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46802 | 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 | 136015951 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Leon Lowenstein Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LEON | BusinessNameControlTxt |
| Phone | 2123190670 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 71 BRADLEY RD STE 4-E | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06443 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEWART HUDSON | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 2123190670 | PhoneNum |
| Signature | 2026-06-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Lauren Denton | PreparerPersonNm |
| PTIN | P01571860 | PTIN |
| Phone | 2604604000 | PhoneNum |
| Preparation | 2026-06-17 | 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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $218,451,414 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Dividends Rev And Expnss | $4,412,534 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $4,412,534 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,928,059 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $9,351,488 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,928,059 | CapGainNetIncmNetInvstIncmAmt |
| Gross Sales Less Ret And Allwnc | $0 | GrossSalesLessRetAndAllwncAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $9,340,593 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $9,340,593 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $631,686 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $43,834 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $587,852 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $67,068 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $3,353 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $63,714 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $12,516 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $626 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $11,890 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $917 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $917 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $64,572 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $26,999 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $37,573 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $564,320 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $142,728 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $421,591 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $413,879 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,360 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $25,853 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $510 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $8,610 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $430 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $8,180 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $38,114 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $3,794 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $34,320 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $30,128 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,022 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $27,106 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,832,320 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $226,146 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,218,996 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $8,279,294 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $7,585,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $10,111,614 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $226,146 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $8,803,996 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$771,021 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $9,114,447 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $554,661 | CashBOYAmt |
| Cash EOY | $230,510 | CashEOYAmt |
| Cash EOYFMV | $230,510 | CashEOYFMVAmt |
| Acct Rcvbl | $1,300,809 | AcctRcvblAmt |
| Acct Rcvbl BOY | $930,000 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $1,300,809 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $1,300,809 | AcctRcvblEOYFMVAmt |
| Pledges Rcvbl BOY | $0 | PledgesRcvblBOYAmt |
| Pledges Rcvbl EOY | $0 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $0 | PledgesRcvblEOYFMVAmt |
| Rcvbl From Officers BOY | $0 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $0 | RcvblFromOfficersEOYFMVAmt |
| Other Nts And Loans Rcvbl | $0 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $0 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $0 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $88,902 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $18,249 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $18,249 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $0 | CorporateStockBOYAmt |
| Corporate Stock EOY | $0 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $0 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $0 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $0 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $0 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOYFMV | $0 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $197,974,446 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $216,900,572 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $216,900,572 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $3,819 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,545 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $1,784 | LandBOYAmt |
| Land EOY | $1,274 | LandEOYAmt |
| Land EOYFMV | $1,274 | LandEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $199,549,793 | TotalAssetsBOYAmt |
| Total Assets EOY | $218,451,414 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $218,451,414 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $26,549 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $24,944 | AccountsPayableEOYAmt |
| Grants Payable BOY | $25,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $719,294 | GrantsPayableEOYAmt |
| Loans From Officers BOY | $0 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable BOY | $0 | MortgagesAndNotesPayableBOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $1,338,241 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $1,607,706 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,389,790 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,351,944 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $198,160,003 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $216,099,470 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $198,160,003 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $216,099,470 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $199,549,793 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $218,451,414 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $198,160,003 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$771,021 | ExcessRevenueOverExpensesAmt |
| Other Increases | $18,710,488 | OtherIncreasesAmt |
| Subtotal | $216,099,470 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $216,099,470 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| Vanguard Inst Index Fund Inst Plus | $9,300,000 | $4,371,941 | $4,928,059 | $0 | $4,928,059 |
| Levin Leichtman Capital | $51,488 | $51,488 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,928,059 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $126,691 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $126,691 | SubtotalAmt |
| Tax Based On Investment Income | $126,691 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $117,200 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $117,200 | TotalPaymentsAndCreditsAmt |
| Tax Due | $9,491 | 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 | CT | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NY | 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 |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ANDREW BENDHEIM | IndividualWithBooksNm |
| Phone | 2123190670 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 71 BRADLEY RD STE 4-E | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06443 | 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 (8 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 |
|---|---|---|---|---|---|---|---|---|
| JOANNA SCHULMAN | ||||||||
| 71 BRADLEY RD | MADISON | CT | 06443 | DIRECTOR | 5.00 | $25,000 | $0 | $0 |
| JOHN BENDHEIM JR | ||||||||
| 71 BRADLEY RD | MADISON | CT | 06443 | TREASURER | 5.00 | $25,000 | $0 | $0 |
| ANISA KAMADOLI COSTA | ||||||||
| 71 BRADLEY RD | MADISON | CT | 06443 | DIRECTOR | 5.00 | $50,000 | $0 | $0 |
| EDWARD ESTRADA | ||||||||
| 71 BRADLEY RD | MADISON | CT | 06443 | SECRETARY | 5.00 | $50,000 | $0 | $0 |
| KIM BENDHEIM | ||||||||
| 71 BRADLEY RD | MADISON | CT | 06443 | VICE PRESIDENT | 5.00 | $30,000 | $0 | $0 |
| STEWART HUDSON | ||||||||
| 71 BRADLEY RD | MADISON | CT | 06443 | EXECUTIVE DIRECTOR | 35.00 | $321,500 | $65,186 | $0 |
| ANDREW BENDHEIM | ||||||||
| 71 BRADLEY RD | MADISON | CT | 06443 | PRESIDENT | 20.00 | $40,000 | $0 | $0 |
| TOM BENDHEIM | ||||||||
| 71 BRADLEY RD | MADISON | CT | 06443 | CHAIR OF INVESTMENT COMMITTEE | 5.00 | $25,000 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ELAINE WANG | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 71 BRADLEY RD | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06443 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | OFFICE/PROGRAM MNGR | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 35.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $67,068 | CompensationAmt |
| Employee Benefits | $10,842 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 4 | OtherEmployeePaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | PROGRAM RELATED LOAN | Description1Txt |
| Expenses1 | $375,000 | Expenses1Amt |
| Total | $375,000 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $205,284,812 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $673,651 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $19,749 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $205,978,212 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $205,978,212 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,089,673 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $202,888,539 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $10,144,427 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $10,144,427 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $126,691 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $126,691 | TotalTaxAmt |
| Distributable Before Adj | $10,017,736 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $10,017,736 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $10,017,736 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $8,803,996 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $375,000 | ProgramRelatedInvstTotalAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $9,178,996 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $10,017,736 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $9,046,644 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $9,178,996 | QualifyingDistributionsAmt |
| Applied To Year1 | $9,046,644 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $132,352 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $9,885,384 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NOT APPLICABLE | ContributingManagerNm |
| Shareholder Manager | NOT APPLICABLE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (103 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| A Leadership Journey | |||||||
| PO Box 29163 | Providence | RI | 02909 | NONE | PC | CHARITABLE | $10,000 |
| Amalgamated Foundation | |||||||
| 1825 K St NW | Washington | DC | 20006 | NONE | PC | CHARITABLE | $250,000 |
| Amanda James Incorporated | |||||||
| 94 Mercer Street | New York | NY | 10012 | NONE | PC | CHARITABLE | $10,000 |
| American Jewish Committee | |||||||
| 165 EAST 56TH STREET | NEW YORK | NY | 10022 | NONE | PC | CHARITABLE | $20,000 |
| Arizona State University Foundation | |||||||
| PO BOX 2260 | TEMPE | AZ | 85280 | NONE | PC | CHARITABLE | $200,000 |
| Barrington Stage Company Inc | |||||||
| 122 North Street | Pittsfield | MA | 01201 | NONE | PC | CHARITABLE | $15,000 |
| Beth Israel Deaconess Medical Center | |||||||
| 330 BROOKLINE AVENUE | BOSTON | MA | 02215 | NONE | PC | CHARITABLE | $25,000 |
| Beverly Hills Police Foundation | |||||||
| 464 NORTH REXFORD DRIVE | BEVERLY HILLS | CA | 90210 | NONE | PC | CHARITABLE | $10,000 |
| Boys & Girls Club of Greenwich | |||||||
| 4 Horseneck Lane | Greenwich | CT | 06830 | NONE | PC | CHARITABLE | $30,000 |
| Boys & Girls Club of Greenwich-For Capital Campaign | |||||||
| 4 Horseneck Lane | Greenwich | CT | 06830 | NONE | PC | CHARITABLE | $50,000 |
| Building Relationships Inc dba Spill the Honey | |||||||
| 23179 Telegraph Rd | Southfield | MI | 48033 | NONE | PC | CHARITABLE | $20,000 |
| Cedars Sinai Medical Center | |||||||
| 8700 Beverly Blvd Suite 2416 | Los Angeles | CA | 90048 | NONE | PC | CHARITABLE | $25,000 |
| Child Mind Institute | |||||||
| 101 East 56th Street | New York | NY | 10022 | NONE | PC | CHARITABLE | $10,000 |
| Children's Health Fund | |||||||
| 475 Riverside Dr Ste 630 | New York | NY | 10115 | NONE | PC | CHARITABLE | $150,000 |
| CHILDREN'S MUSEUM OF MANHATTAN | |||||||
| 212 W 83rd St | New York | NY | 10024 | NONE | PC | CHARITABLE | $15,000 |
| City Year | |||||||
| 287 Columbus Ave | Boston | MA | 02116 | NONE | PC | CHARITABLE | $200,000 |
| CitySchools Collaborative | |||||||
| 650 Massachusetts Ave NW FL 6 | Washington | DC | 20001 | NONE | PC | CHARITABLE | $300,000 |
| ClimateHaven Inc | |||||||
| 770 Chapel St | New Haven | CT | 06510 | NONE | PC | CHARITABLE | $250,000 |
| Coalition for Green Capital | |||||||
| 1875 Connecticut Avenue NW | Washington | DC | 20009 | NONE | PC | CHARITABLE | $250,000 |
| Coffee for Good Inc | |||||||
| 48 Maple Avenue | Greenwich | CT | 06830 | NONE | PC | CHARITABLE | $10,000 |
| Common Sense Media | |||||||
| 699 8th St STE C150 | San Francisco | CA | 94103 | NONE | PC | CHARITABLE | $10,000 |
| Conservation International | |||||||
| 2011 Crystal Drive | Arlington | VA | 22202 | NONE | PC | CHARITABLE | $25,000 |
| Crossroads Rhode Island - 2 | |||||||
| 160 Broad St | Providence | RI | 02903 | NONE | PC | CHARITABLE | $15,000 |
| EduTutorVA | |||||||
| 801 Ridge Dr | Mc Lean | VA | 22101 | NONE | PC | CHARITABLE | $200,000 |
| Endicott College | |||||||
| 376 Hale Street | Beverly | MA | 01915 | NONE | PC | CHARITABLE | $20,000 |
| Epic Theatre Center Inc (dba Epic Theatre Ensemble) | |||||||
| 55 W 39th Street | New York | NY | 10018 | NONE | PC | CHARITABLE | $50,000 |
| Essential Hospitals Institute | |||||||
| 401 9th St NW STE 900 | Washington | DC | 20004 | NONE | PC | CHARITABLE | $225,000 |
| Feeding America | |||||||
| 161 N Clark St Ste 700 | Chicago | IL | 60601 | NONE | PC | CHARITABLE | $125,000 |
| Friends of the High Line | |||||||
| 820 Washington Street | New York | NY | 10014 | NONE | PC | CHARITABLE | $10,000 |
| Get Lit - Words Ignite Inc | |||||||
| 672 S La Fayette Park Pl Ste 10 | Los Angeles | CA | 90057 | NONE | PC | CHARITABLE | $30,000 |
| Grid Alternatives | |||||||
| 1171 OCEAN AVENUE 200 | OAKLAND | CA | 94608 | NONE | PC | CHARITABLE | $150,000 |
| Groundswell | |||||||
| 80 M St SE | Washington | DC | 20003 | NONE | PC | CHARITABLE | $250,000 |
| Hackley School | |||||||
| 293 BENEDICT AVENUE | TARRYTOWN | NY | 10591 | NONE | PC | CHARITABLE | $10,000 |
| Hour Children Inc | |||||||
| 3611 12th St | Long Island City | NY | 11106 | NONE | PC | CHARITABLE | $15,000 |
| Hurricane Island Foundation | |||||||
| PO Box 1280 | Rockland | ME | 04841 | NONE | PC | CHARITABLE | $25,000 |
| Inclusiv | |||||||
| 39 BROADWAY SUITE 2140 | NEW YORK | NY | 10006 | NONE | PC | CHARITABLE | $200,000 |
| Institute for Nonprofit Practice | |||||||
| 144 Gould Street | Needham | MA | 02494 | NONE | PC | CHARITABLE | $40,000 |
| International Institute of New England | |||||||
| 2 Boylston St Ste 3 | Boston | MA | 02116 | NONE | PC | CHARITABLE | $30,000 |
| Invest in Our Future | |||||||
| 405 5TH AVENUE | NEW YORK | NY | 10018 | NONE | PC | CHARITABLE | $250,000 |
| Irish Repertory Theatre | |||||||
| 132 West 22nd Street | New York | NY | 10011 | NONE | PC | CHARITABLE | $10,000 |
| Israel on Campus Coalition | |||||||
| PO Box 34640 | Washington | DC | 20043 | NONE | PC | CHARITABLE | $10,000 |
| Israeli-American Council of New England | |||||||
| 303 1320 Centre St 301 | Newton | MA | 02459 | NONE | PC | CHARITABLE | $5,000 |
| Jewish Community Relations Council of Greater Boston Inc | |||||||
| 126 High St Fl 3 | Boston | MA | 02110 | NONE | PC | CHARITABLE | $25,000 |
| Jewish Alliance of Greater Rhode Island | |||||||
| 401 Elmgrove Avenue | Providence | RI | 02906 | NONE | PC | CHARITABLE | $10,000 |
| Johns Hopkins University | |||||||
| 3910 Keswick Road | Baltimore | MD | 21211 | NONE | PC | CHARITABLE | $700,000 |
| Lawyers for Good Government Inc | |||||||
| 1319 F St NW Ste PMB 181 | Washington | DC | 20004 | NONE | PC | CHARITABLE | $200,000 |
| Learn to Be Foundation | |||||||
| 8605 Santa Monica Blvd 50188 | West Hollywood | CA | 90069 | NONE | PC | CHARITABLE | $225,000 |
| Los Angeles Dodgers Foundation | |||||||
| 1000 Vin Scully Ave | Los Angeles | CA | 90012 | NONE | PC | CHARITABLE | $25,000 |
| Los Angeles Fire Department Foundation | |||||||
| 1700 Stadium Way Ste 100 | Los Angeles | CA | 90012 | NONE | PC | CHARITABLE | $25,000 |
| Mobile Health Care Association | |||||||
| 2275 Schuetz Road | St Louis | MO | 63146 | NONE | PC | CHARITABLE | $450,000 |
| Mosaic Interfaith Youth Action | |||||||
| PO Box 610059 | Newton Highlands | MA | 02461 | NONE | PC | CHARITABLE | $10,000 |
| Multiplier | |||||||
| 2261 Market St Ste 86505 | San Francisco | CA | 94114 | NONE | PC | CHARITABLE | $30,000 |
| National Association of Community Health Centers | |||||||
| 7501 Wisconsin Avenue 1100W | Bethesda | MD | 20814 | NONE | PC | CHARITABLE | $500,000 |
| National Association of Rural Health Clinics | |||||||
| 10 S Division Ave | Fremont | MI | 49412 | NONE | PC | CHARITABLE | $50,000 |
| National Rural Health Association | |||||||
| 50 F St NW Ste 520 | Washington | DC | 20001 | NONE | PC | CHARITABLE | $50,000 |
| New England Friends of the March of the Living | |||||||
| 100 Pond St | Sharon | MA | 02067 | NONE | PC | CHARITABLE | $25,000 |
| New York Eye and Ear Infirmary | |||||||
| 310 E 14th St | New York City | NY | 10003 | NONE | PC | CHARITABLE | $10,000 |
| North Suburban JCC | |||||||
| 240 Lynnfield St | Peabody | MA | 01960 | NONE | PC | CHARITABLE | $25,000 |
| ONS Foundation for Clinical Research & Education Inc | |||||||
| 6 Greenwich Office Park 40 Valley | Greenwich | CT | 06831 | NONE | PC | CHARITABLE | $5,000 |
| Peer Power Foundation | |||||||
| 850 Ridge Lake Blvd Ste 1 | Memphis | TN | 38120 | NONE | PC | CHARITABLE | $100,000 |
| PEN America | |||||||
| 588 Broadway 303 | New York | NY | 10012 | NONE | PC | CHARITABLE | $10,000 |
| ProEco Azuero | |||||||
| 962 Springs Fireplace Rd | East Hampton | NY | 11937 | NONE | PC | CHARITABLE | $10,000 |
| Public Counsel | |||||||
| 610 S Ardmore Ave | Los Angeles | CA | 90005 | NONE | PC | CHARITABLE | $10,000 |
| Rachel's Network Inc | |||||||
| 1200 18th Street NW | New York | NY | 20036 | NONE | PC | CHARITABLE | $35,000 |
| Rare Inc | |||||||
| 1310 N Courthouse Rd Ste 110 | Arlington | VA | 22201 | NONE | PC | CHARITABLE | $150,000 |
| Rhode Island Community Food Bank | |||||||
| 200 Niantic Avenue | Providence | RI | 02907 | NONE | PC | CHARITABLE | $7,500 |
| Rhode Island Community Foundation | |||||||
| 1 Union Sta | Providence | RI | 02903 | NONE | PC | CHARITABLE | $10,000 |
| Riverside Park Conservancy | |||||||
| 475 Riverside Drive No 455 | New York | NY | 10115 | NONE | PC | CHARITABLE | $25,000 |
| Sacred Heart University Horizons | |||||||
| 5151 Park Ave | Fairfield | CT | 06825 | NONE | PC | CHARITABLE | $75,000 |
| Save the Bay | |||||||
| 100 Save the Bay Drive | Providence | RI | 02905 | NONE | PC | CHARITABLE | $5,000 |
| Save the Children | |||||||
| 501 Kings Highway East Ste 400 | Fairfield | CT | 06825 | NONE | PC | CHARITABLE | $10,000 |
| School-Based Health Alliance | |||||||
| 1010 VERMONT AVE NW 816 | WASHINGTON | DC | 20005 | NONE | PC | CHARITABLE | $100,000 |
| Schoolhouse Connection | |||||||
| 4401A CONNECTICUT AVE NW 145 | WASHINGTON | DC | 20008 | NONE | PC | CHARITABLE | $150,000 |
| SOUL | |||||||
| Uno Trac Building 2000 Lakeshore Dr | New Orleans | LA | 70148 | NONE | PC | CHARITABLE | $25,000 |
| Squash Haven | |||||||
| 70 Tower Parkway | New Haven | CT | 06511 | NONE | PC | CHARITABLE | $5,000 |
| Step Up Tutoring | |||||||
| 1424 4th St Ste 214 PMB 1696 | Santa Monica | CA | 90401 | NONE | PC | CHARITABLE | $10,000 |
| SustainEnergyFinance | |||||||
| 15 E Kensington Ave Apt L | Salt Lake City | UT | 84115 | NONE | PC | CHARITABLE | $125,000 |
| The American Exchange Project Inc | |||||||
| 675 Vfw Pkwy Ste 328 | Chestnut Hill | MA | 02467 | NONE | PC | CHARITABLE | $10,000 |
| The Family Van - A Program of Harvard Medical School | |||||||
| 1542 Tremont Street | Boston | MA | 02120 | NONE | PC | CHARITABLE | $300,000 |
| The FLY Initiative | |||||||
| 240 SUMMER STREET | CRANSTON | RI | 02910 | NONE | PC | CHARITABLE | $7,500 |
| The Harvey School | |||||||
| 260 Jay St | Katonah | NY | 10536 | NONE | PC | CHARITABLE | $5,000 |
| The Jar | |||||||
| 29 Fayette St Apt G2 | Boston | MA | 02116 | NONE | PC | CHARITABLE | $10,000 |
| The Jewish Community Center in Manhattan | |||||||
| 334 Amsterdam Avenue at 76th Street | New York | NY | 10023 | NONE | PC | CHARITABLE | $25,000 |
| The Neurodiversity Alliance | |||||||
| 733 3rd Ave Fl 16 | New York | NY | 10017 | NONE | PC | CHARITABLE | $125,000 |
| The Poetry Society of America | |||||||
| 119 Smith Street | Brooklyn | NY | 11201 | NONE | PC | CHARITABLE | $35,000 |
| The Salem Pantry Inc | |||||||
| 27 Congress Street Suite 203 | Salem | MA | 01970 | NONE | PC | CHARITABLE | $10,000 |
| The Stronghold | |||||||
| 2001 NW 19th Ave Ste 200 | Portland | OR | 97209 | NONE | PC | CHARITABLE | $30,000 |
| Throughline Learning | |||||||
| PO BOX 9207 | Providence | RI | 02940 | NONE | PC | CHARITABLE | $75,000 |
| Trustees of Columbia University | |||||||
| 615 West 131st Street MC 8741 | New York City | NY | 10027 | NONE | PC | CHARITABLE | $15,000 |
| Trustees of Tufts College | |||||||
| 150 Harrison Ave | Boston | MA | 02111 | NONE | PC | CHARITABLE | $30,000 |
| UndauntedK12 | |||||||
| 548 Market St PMB 83811 | San Francisco | CA | 94104 | NONE | PC | CHARITABLE | $150,000 |
| Urban Acheivers SAFE Schools | |||||||
| 154 Centre Street | Boston | MA | 02124 | NONE | PC | CHARITABLE | $25,000 |
| USC Marshall | |||||||
| 3670 Trousdale Pkwy | Los Angeles | CA | 90089 | NONE | PC | CHARITABLE | $25,000 |
| Venice Family Clinic | |||||||
| 604 Rose Ave | Venice | CA | 90291 | NONE | PC | CHARITABLE | $30,000 |
| Vildwerk Foundation Inc | |||||||
| 264 WEST 77TH STREET 4 | NEW YORK | NY | 10024 | NONE | PC | CHARITABLE | $10,000 |
| Wallis Annenberg Center for the Performing Arts | |||||||
| 9390 Santa Monica Blvd | Beverly Hills | CA | 90210 | NONE | PC | CHARITABLE | $25,000 |
| Wayne State University | |||||||
| 5700 Cass Ave | Detroit | MI | 48202 | NONE | PC | CHARITABLE | $125,000 |
| West Side Campaign Against Hunger | |||||||
| 263 W 86th St | New York City | NY | 10024 | NONE | PC | CHARITABLE | $15,000 |
| Williams-Mystic | |||||||
| 72 Greenmanville Avenue | Mystic | CT | 06355 | NONE | PC | CHARITABLE | $20,000 |
| World Central Kitchen | |||||||
| 200 MASSACHUSETTS AVE NW 7TH FLR | WASHINGTON | DC | 20001 | NONE | PC | CHARITABLE | $35,000 |
| World Jewish Relief USA | |||||||
| 1350 Avenue of the Americas | New York | NY | 10019 | NONE | PC | CHARITABLE | $10,000 |
| Year Up United | |||||||
| 45 Milk St Fl 9 | Boston | MA | 02109 | NONE | PC | CHARITABLE | $25,000 |
| YWCA Greenwich Connecticut Inc | |||||||
| 259 East Putnam Avenue | Greenwich | CT | 06830 | NONE | PC | CHARITABLE | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $7,960,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,412,534 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,928,059 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $9,340,593 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $9,340,593 | 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 | $64,572 | Amt |
| Net Investment Income | $26,999 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $37,573 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | EQUIPMENT | PropertyDesc |
| Computation Method | FMV | ComputationMethodTxt |
| Life | 5.0 | LifeRt |
| Current Year Expense | $510 | CurrentYearExpenseAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | OTHER INVESTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $216,900,572 | BookValueAmt |
| EOYFMV | $216,900,572 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | EQUIPMENT | CategoryOrItemTxt |
| Cost Or Other Basis | $3,819 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $2,545 | AccumulatedDepreciationAmt |
| Book Value | $1,274 | BookValueAmt |
| EOYFMV | $1,274 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal Fees | CategoryTxt |
| Legal Fees | $917 | LegalFeesAmt |
| Disbursements Charitable Prps | $917 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Office Expenses | Desc |
| Revenue And Expenses Per Books | $30,128 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $3,022 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $27,106 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $18,710,488 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| DEFERRED EXCISE TAX | $1,338,241 | $1,596,938 |
| EXCISE TAX PAYABLE | $0 | $10,768 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Investment Fees | $40,000 | $40,000 | |
| Other Consultants | $421,903 | $311 | $421,591 |
| Investment Management Fees | $102,417 | $102,417 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Excise Tax | $386,665 | ||
| FICA Tax | $27,214 | $1,360 | $25,853 |