JACK AND TRICIA RYAN FAMILY FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- JACK AND TRICIA RYAN FAMILY FOUNDATION (EIN 26-1901444)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-07-13
- IRS object ID
- 202611949349100611
- Schema version
- 2025v4.2
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-07-13T16:26:41-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 880583367 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SPRING STREET TAX RESOURCES | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12 CENTURY HILL DRIVE SUITE 104 | AddressLine1Txt |
| City | LATHAM | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12110 | 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 | 261901444 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JACK AND TRICIA RYAN FAMILY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JACK | BusinessNameControlTxt |
| Phone | 2038406556 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO RCM PO BOX 5016 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 101855016 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JACK RYAN | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 2038406556 | PhoneNum |
| Signature | 2026-07-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WILLIAM SULLIVAN | PreparerPersonNm |
| PTIN | P02263405 | PTIN |
| Phone | 5183278353 | 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 | $3,612,247 | 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 | $402,880 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $45 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $45 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $60,355 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $60,355 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $139,101 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $240,457 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $139,101 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $602,381 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $199,501 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $30,776 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $23,285 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $7,491 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $956 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $956 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $8,167 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $82 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $8,085 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $39,899 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $24,323 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $15,576 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $187,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $187,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $227,399 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $24,323 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $203,076 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $374,982 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $175,178 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $27,696 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $53,435 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $53,435 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $35,437 | AcctRcvblBOYAmt |
| Corporate Stock BOY | $1,430,524 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,465,794 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,921,747 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $267,319 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $267,319 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $264,976 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $95,841 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $87,208 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $198,155 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $163,125 | OtherAssetsBOYAmt |
| Other Assets EOY | $215,430 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $173,934 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,019,942 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,089,186 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,612,247 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $2,019,942 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,089,186 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,019,942 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,089,186 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,019,942 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,089,186 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,019,942 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $374,982 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,955 | OtherIncreasesAmt |
| Subtotal | $2,396,879 | SubtotalAmt |
| Other Decreases | $307,693 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,089,186 | 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 | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $235,965 | $101,356 | $134,609 | $134,609 | |
| CAPITAL GAINS DIVIDENDS | $4,492 | $4,492 | $4,492 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $139,101 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,435 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,435 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,435 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,389 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $4,389 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,954 | OverpaymentAmt |
| Applied To ES Tax | $1,954 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CT | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ROCKEFELLER CAPITAL MANAGEMENT | IndividualWithBooksNm |
| Phone | 2038406556 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 5016 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10185 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | Yes (1) | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| JACK RYAN | ||||||||
| 12 SEAGATE ROAD | DARIEN | CT | 06820 | TREASURER/SECRETARY/DIRECTOR | 1.00 | $0 | $0 | $0 |
| PATRICIA RYAN | ||||||||
| 12 SEAGATE ROAD | DARIEN | CT | 06820 | PRESIDENT/DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,054,994 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $14,670 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $7,968 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,077,632 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,077,632 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $46,164 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,031,468 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $151,573 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $151,573 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,435 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,435 | TotalTaxAmt |
| Distributable Before Adj | $149,138 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $149,138 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $149,138 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $203,076 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $203,076 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $149,138 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $65,974 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $59,047 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $63,848 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $51,149 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $18,990 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $259,008 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $203,076 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $149,138 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $53,938 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $312,946 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $65,974 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $246,972 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $59,047 | ExcessFromYear4Amt |
| Excess From Year3 | $63,848 | ExcessFromYear3Amt |
| Excess From Year2 | $51,149 | ExcessFromYear2Amt |
| Excess From Year1 | $18,990 | ExcessFromYear1Amt |
| Excess From Current Year | $53,938 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JACK RYAN | ContributingManagerNm |
| Contributing Manager | PATRICIA RYAN | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JACK PATRICA RYAN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12 SEAGATE ROAD | AddressLine1Txt |
| City | DARIEN | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06820 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5135345310 | RecipientPhoneNum |
| Form And Info And Materials | ITEMS TO INCLUDE: DESCRIPTION OF PURPOSE, SIZE, AND HISTORY OF ORGANIZATION. IN ADDITION, INTENDED USE OF GRANT MONEY, ANY OTHER SOURCES OF GRANTS, AND CONFIRMATION THAT THE ORGANIZATION IS A 501(C)(3). | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | N/A | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| AMERICAN RED CROSS | |||||||
| 431 18TH ST NW | WASHINGTON | DC | 20006 | PC | GENERAL SUPPORT | $10,000 | |
| CHRISTIAN MISSION TO GAZA | |||||||
| PO BOX 1033 | DARIEN | CT | 06820 | PC | GENERAL SUPPORT | $10,000 | |
| CORNELL UNIVERSITY | |||||||
| 377 PINE TREE ROAD | ITHACA | NY | 14850 | PC | GENERAL SUPPORT | $50,000 | |
| DARIEN EMS POST 53 INC | |||||||
| 0 LEDGE RD | DARIEN | CT | 06820 | PC | GENERAL SUPPORT | $500 | |
| DOCTORS WITHOUT BORDERS USA INC | |||||||
| 40 RECTOR STREET 16TH FLOOR | NEW YORK | NY | 10006 | PC | GENERAL SUPPORT | $5,000 | |
| ELON UNIVERSITY | |||||||
| PO 398 100 CAMPUS BOX | ELON | NC | 27244 | PC | GENERAL SUPPORT | $40,000 | |
| EQUAL JUSTICE INITIATIVE | |||||||
| 122 COMMERCE STREET | MONTGOMERY | AL | 36104 | PC | GENERAL SUPPORT | $5,000 | |
| FRIENDSHIP PLACE | |||||||
| 4713 WISCONSIN AVE NW | WASHINGTON | DC | 20016 | PC | GENERAL SUPPORT | $5,000 | |
| MINDS MATTER | |||||||
| 1120 AVENUE OF THE AMERICAS 4TH | NEW YORK | NY | 10036 | PC | GENERAL SUPPORT | $2,500 | FLOOR |
| NAMBALE SCHOLARS FOUNDATION | |||||||
| 5 CAPTAINS WALK | NORWALK | CT | 06853 | PC | GENERAL SUPPORT | $10,000 | |
| NOROTON FIRE DEPARTMENT | |||||||
| 1873 POST ROAD | DARIEN | CT | 06820 | PC | GENERAL SUPPORT | $500 | |
| SAVE THE CHILDREN | |||||||
| 501 KINGS HIGHWAY EAST 400 | FAIRFIELD | CT | 06825 | PC | GENERAL SUPPORT | $10,000 | |
| SEND IT FOUNDATION | |||||||
| 10075 W RIVER STREET SUITE 204 | TRUCKEE | CA | 96161 | PC | GENERAL SUPPORT | $2,500 | |
| THE ROB PURSLEY FOUNDATION | |||||||
| 1298 MEADOW VISTA DR | MAINEVILLE | OH | 45039 | PC | GENERAL SUPPORT | $5,000 | |
| CATHOLIC CHARITIES OF FAIRFIELD COUNTY INC | |||||||
| 238 JEWETT AVENUE | BRIDGEPORT | CT | 066062892 | PC | GENERAL SUPPORT | $5,000 | |
| DOMESTIC VIOLENCE CRISIS CENTER | |||||||
| 1111 SUMMER STREET 2023 | STAMFORD | CT | 06905 | PC | GENERAL SUPPORT | $1,000 | |
| FEEDING AMERICA | |||||||
| 161 NORTH CLARK STREET 700 | CHICAGO | IL | 60601 | PC | GENERAL SUPPORT | $10,000 | |
| LIBERATION PROGRAMS INC | |||||||
| 339 WEST AVENUE | BRIDGEPORT | CT | 06604 | PC | GENERAL SUPPORT | $500 | |
| MEMORIAL SLOAN-KETTERING CANCER CENTER | |||||||
| 1275 YORK AVENUE | NEW YORK | NY | 10065 | PC | GENERAL SUPPORT | $1,000 | |
| OPEN DOOR SHELTER INC | |||||||
| 4 MERRITT STREET | NORWALK | CT | 06854 | PC | GENERAL SUPPORT | $5,000 | |
| SACRED HEART UNIVERSITY INCORPORATED | |||||||
| 5151 PARK AVENUE | FAIRFIELD | CT | 06825 | PC | GENERAL SUPPORT | $2,000 | |
| SECOND STAGE THEATRE INC | |||||||
| 1501 BROADWAY SUITE 518 | NEW YORK | NY | 10036 | PC | GENERAL SUPPORT | $7,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $187,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $45 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $60,355 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $139,101 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $199,501 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $199,501 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | 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 | JACK AND PATRICIA RYAN | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12 SEAGATE RD | AddressLine1Txt |
| City | DARIEN | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06820 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $402,880 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 2,500 SHARES OF BANK OF AMERICA CORP STOCK | $137,538 | 2025-12-17 |
| 1 | 837 SHARES OF JP MORGAN CHASE & CO STOCK | $265,342 | 2025-12-17 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DOUBLELINE TOTAL RETURN BOND FD CL I | $117,319 | $120,419 |
| INTREPID INCOME FUND INSTITUTIONAL | $150,000 | $144,557 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (67 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AAON INC | $2,982 | $4,575 |
| ABBVIE INC COM USD0.01 | $13,137 | $28,561 |
| ALPHABET INC CAP STK CL A | $30,821 | $281,700 |
| AMAZON.COM INC | $73,826 | $207,738 |
| ANALOG DEVICES INC COM USD0.16 2/3 | $21,557 | $33,900 |
| APPLE INC | $22,375 | $190,302 |
| APPLIED INDUSTRIAL TECHNOLOGIES INC | $8,384 | $12,839 |
| ARAMARK COM | $9,194 | $12,901 |
| BADGER METER INC | $5,393 | $9,593 |
| BANK AMERICA CORP COM | $34,180 | $137,500 |
| BLACKSTONE INC | $18,617 | $30,828 |
| BROADCOM INC COM | $12,219 | $51,915 |
| CARRIER GLOBAL CORPORATION COM | $3,974 | $3,963 |
| CATERPILLAR INC COM | $19,930 | $42,965 |
| CHEVRON CORP NEW COM | $13,677 | $19,051 |
| CHUBB LIMITED COM NPV | $9,578 | $20,288 |
| COCA-COLA CO | $9,875 | $13,982 |
| COSTCO WHOLESALE CORP COM USD0.01 | $5,384 | $12,935 |
| CRANE COMPANY COMMON STOCK | $2,521 | $9,222 |
| CSX CORP COM USD1 | $11,658 | $14,500 |
| CUMMINS INC | $13,798 | $30,627 |
| DIGITAL REALTY TRUST INC | $13,986 | $15,471 |
| DOVER CORP COM USD1.00 | $21,005 | $29,286 |
| ELI LILLY &CO COM | $10,986 | $21,494 |
| EMERSON ELECTRIC CO | $11,982 | $16,590 |
| EQUITABLE HLDGS INC COM | $8,300 | $14,295 |
| EXXON MOBIL CORP | $24,405 | $30,085 |
| FIRSTCASH HOLDINGS INC COM | $2,938 | $7,969 |
| HOME DEPOT INC | $14,017 | $60,218 |
| INTERCONTINENTAL EXCHANGE INC COM | $9,583 | $13,767 |
| INTERNATIONAL BUS MACH CORP COM | $21,937 | $29,621 |
| IRON MTN INC DEL COM | $3,310 | $8,295 |
| JPMORGAN CHASE & CO | $75,962 | $289,998 |
| KORN FERRY COM NEW | $6,397 | $8,252 |
| L3HARRIS TECHNOLOGIES INC | $38,370 | $44,036 |
| MADRIGAL PHARMACEUTICALS INC COM | $4,498 | $17,470 |
| MARSH & MCLENNAN COMPANIES INC COM | $9,872 | $16,697 |
| MASTERCARD INCORPORATED CL A | $4,580 | $28,544 |
| MCDONALD S CORP | $10,384 | $15,282 |
| MERIT MEDICAL SYSTEMS INC | $7,523 | $11,899 |
| METLIFE INC COM USD0.01 | $12,672 | $16,972 |
| MICROSOFT CORP | $30,955 | $193,448 |
| MUELLER INDUSTRIES INC | $7,169 | $25,830 |
| NOVARTIS AG SPONSORED ADR | $13,229 | $20,681 |
| ONE GAS INC COM USD0.01 | $6,214 | $7,725 |
| OSHKOSH CORP | $7,154 | $9,422 |
| PARKER-HANNIFIN CORP COM | $7,502 | $21,974 |
| PJT PARTNERS INC COM CL A | $5,092 | $10,032 |
| PROCTER AND GAMBLE CO COM | $14,823 | $16,481 |
| PUBLIC STORAGE COM USD0.10 | $5,695 | $6,488 |
| REPUBLIC SERVICES INC | $7,387 | $16,954 |
| ROCKWELL AUTOMATION INC COM USD1 | $17,918 | $27,235 |
| ROPER TECHNOLOGIES INC | $2,305 | $2,226 |
| SALESFORCE INC COM | $5,046 | $6,623 |
| STONEX GROUP INC COM | $6,667 | $14,270 |
| THERMO FISHER SCIENTIFIC INC | $10,048 | $11,589 |
| TRIMBLE INC COM | $3,707 | $6,660 |
| UBER TECHNOLOGIES INC COM | $9,194 | $14,299 |
| UNITED RENTALS INC | $6,594 | $12,140 |
| UNITEDHEALTH GROUP INC | $7,057 | $18,156 |
| VISA INC | $15,214 | $26,303 |
| WALMART INC COM | $17,940 | $36,765 |
| BLACKSTONE ALTERNTV MULTI STRATEGY I | $108,192 | $115,342 |
| ROCKEFELLER CLIMATE SOLUTIONS FUND INSTL | $50,000 | $50,860 |
| ISHARES INC CORE MSCI EMERGING MKTS ETF | $100,720 | $134,440 |
| ISHARES MSCI EAFE ETF | $191,123 | $249,678 |
| JOHNSON &JOHNSON + ABIOMED | $153,062 | $0 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | SPDR GOLD | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $87,208 | BookValueAmt |
| EOYFMV | $198,155 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| SIDDHI CAPITAL FUND II OFFSHORE FEEDER LP | $163,125 | $213,750 | $172,254 |
| DIVIDENDS RECEIVABLE | $0 | $1,680 | $1,680 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST BASIS DIFFERENTIAL OF CONTRIBUTIONS | Desc |
| Amt | $307,693 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MARGIN INTEREST | $28 | $28 | $0 |
| INSURANCE | $8,085 | $0 | $8,085 |
| BANK FEES | $54 | $54 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BASIS ADJUSTMENT | Desc |
| Amt | $1,955 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADVISORY FEES | CategoryTxt |
| Amt | $30,776 | Amt |
| Net Investment Income | $23,285 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $7,491 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX PAID | CategoryTxt |
| Amt | $956 | Amt |
| Net Investment Income | $956 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |