BUCKS CREEK FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- BUCKS CREEK FOUNDATION (EIN 20-7131734)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-04-18
- IRS object ID
- 202401099349100510
- Schema version
- 2023v5.0
- 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
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-04-18T09:13:11-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | 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 | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 207131734 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Bucks Creek Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | BUCK | 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 | KATHLEEN LACROIX | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2024-04-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | KATHLEEN | PersonFirstNm |
| Person Last | LACROIX | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,423,608 | 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 | $1,000,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $12,777 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $12,777 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $119,039 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $119,039 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $72,792 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $72,792 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $72,792 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,204,608 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $204,608 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Taxes Rev And Expnss | $6,124 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $18,176 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $18,176 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $24,300 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $18,176 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $915,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $915,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $939,300 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $933,176 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $265,308 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $204,608 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $315,125 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $388,602 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $388,602 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $4,179,819 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,371,650 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,035,006 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $4,494,944 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,760,252 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,423,608 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $4,494,944 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,760,252 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,494,944 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,760,252 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,494,944 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,760,252 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,494,944 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $265,308 | ExcessRevenueOverExpensesAmt |
| Subtotal | $4,760,252 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $4,760,252 | 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 | $72,792 | GrossSalesPriceAmt |
| Cost Or Other Basis | $0 | CostOrOtherBasisAmt |
| Gain Or Loss | $72,792 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $72,792 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $72,792 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,844 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,844 | SubtotalAmt |
| Tax Based On Investment Income | $2,844 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,600 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $3,600 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $756 | OverpaymentAmt |
| Applied To ES Tax | $756 | AppliedToESTaxAmt |
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 |
| 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 (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Caitlin E LaCroix | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Managing Dir, Trustee | 1.0 | $0 | $0 | $0 |
| Christopher LaCroix | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee | 1.0 | $0 | $0 | $0 |
| Kathleen LaCroix | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee | 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 | $4,665,270 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $379,962 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,045,232 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,045,232 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $75,678 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,969,554 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $248,478 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $248,478 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,844 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,844 | TotalTaxAmt |
| Distributable Before Adj | $245,634 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $245,634 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $245,634 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $933,176 | 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 | $933,176 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $245,634 | DistributableAsAdjustedAmt |
| Prior Year1 | 2021 | PriorYear1Yr |
| Prior Year2 | 2020 | PriorYear2Yr |
| Prior Year3 | 2019 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $1,012,888 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,562,321 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,806,777 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $648,008 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,018,291 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $7,048,285 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $933,176 | QualifyingDistributionsAmt |
| Applied To Current Year | $245,634 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $687,542 | RemainingDistriFromCorpusAmt |
| Total Corpus | $7,735,827 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $1,012,888 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $6,722,939 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,562,321 | ExcessFromYear4Amt |
| Excess From Year3 | $2,806,777 | ExcessFromYear3Amt |
| Excess From Year2 | $648,008 | ExcessFromYear2Amt |
| Excess From Year1 | $1,018,291 | ExcessFromYear1Amt |
| Excess From Current Year | $687,542 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Christopher LaCroix | ContributingManagerNm |
| Contributing Manager | Kathleen LaCroix | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (64 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACADEMY OF OUR LADY OF MERCY INC | |||||||
| 200 HIGH ST | MILFORD | CT | 06460 | N/A | PC | General & Unrestricted | $2,500 |
| ALL SAINTS CATHOLIC SCHOOL | |||||||
| 139 W ROCKS ROAD | NORWALK | CT | 06851 | N/A | PC | General & Unrestricted | $2,500 |
| AMERICAN KIDNEY FUND INC | |||||||
| 11921 ROCKVILLE PIKE STE 300 | ROCKVILLE | MD | 20852 | N/A | PC | The David Atkins Fund | $1,000 |
| AMERICARES FOUNDATION INC | |||||||
| 88 HAMILTON AVE | STAMFORD | CT | 06902 | N/A | PC | General & Unrestricted | $2,000 |
| BOSTON COLLEGE TRUSTEES | |||||||
| 140 COMMONWEALTH AVE | CHESTNUT HILL | MA | 02467 | N/A | PC | The Richard W. '52 and Marilyn McLaughlin Scholarship Fund | $4,000 |
| BOYS & GIRLS CLUBS FOUNDATION OF INDIAN RIVER COUN | |||||||
| 1729 17TH AVE | VERO BEACH | FL | 32960 | N/A | SO I | General & Unrestricted | $25,000 |
| BREAKING GROUND HOUSING DEVELOPMENT FUND CORPORATI | |||||||
| 505 8TH AVENUE 5TH FLOOR | NEW YORK | NY | 10018 | N/A | PC | General & Unrestricted | $25,000 |
| BUCKNELL UNIVERSITY | |||||||
| 301 MARKET ST STE 2 | LEWISBURG | PA | 17837 | N/A | PC | Bucknell Women's Lacrosse Team | $5,000 |
| BUCKNELL UNIVERSITY | |||||||
| 301 MARKET ST STE 2 | LEWISBURG | PA | 17837 | N/A | PC | Film & Media Studies Department to support trips to film festivals and bringing relevant speakers to campus | $2,500 |
| BUCKNELL UNIVERSITY | |||||||
| 301 MARKET ST STE 2 | LEWISBURG | PA | 17837 | N/A | PC | Caitlin Koles LaCroix ('11) and Kathryn Schatz Koles ('77) annual scholarship fund | $8,000 |
| BUCKNELL UNIVERSITY | |||||||
| 301 MARKET ST STE 2 | LEWISBURG | PA | 17837 | N/A | PC | Dean of Students Fund | $40,000 |
| BUILDERS BEYOND BORDERS | |||||||
| 66 FORT POINT ST | NORWALK | CT | 06855 | N/A | PC | General & Unrestricted | $1,000 |
| CAPE COD HEALTHCARE INC | |||||||
| PO BOX 370 | HYANNIS | MA | 02601 | N/A | PC | General & Unrestricted | $10,000 |
| CAROLINE HOUSE INC | |||||||
| 574 STILLMAN ST | BRIDGEPORT | CT | 06608 | N/A | PC | General & Unrestricted | $2,500 |
| CHATHAM ORPHEUM THEATER INC | |||||||
| PO BOX 17 | CHATHAM | MA | 02650 | N/A | PC | General & Unrestricted | $5,000 |
| CHILDRENS HOME SOCIETY OF FLORIDA - VERO BEACH | |||||||
| 650 10TH ST | VERO BEACH | FL | 32960 | N/A | PC | Transitional Living Program Vero beach | $25,000 |
| CHURCH OF ST FRANCIS XAVIER | |||||||
| 55 W 15TH ST | NEW YORK | NY | 10011 | N/A | PC | General & Unrestricted | $2,500 |
| COMMUNITY RESOURCE EXCHANGE | |||||||
| 42 BROADWAY 20TH FL | NEW YORK | NY | 10004 | N/A | PC | General & Unrestricted | $5,000 |
| DANA FARBER CANCER INSTITUTE INC | |||||||
| PO BOX 849168 | BOSTON | MA | 02284 | N/A | PC | CRUS11TOUR - Pan Mass Challenge Fund | $1,500 |
| DARIEN COMMUNITY YOUNG MENS CHRISTIAN ASSOCIATION | |||||||
| 2420 POST RD | DARIEN | CT | 06820 | N/A | PC | General & Unrestricted | $1,000 |
| DARIEN COMMUNITY YOUNG MENS CHRISTIAN ASSOCIATION | |||||||
| 2420 POST RD | DARIEN | CT | 06820 | N/A | PC | Holly Pond School | $1,000 |
| EDUCATION AND HOPE | |||||||
| 105 5 MILE RIVER RD | DARIEN | CT | 06820 | N/A | PC | General & Unrestricted | $100,500 |
| ENVIRONMENTAL LEARNING CENTER INC | |||||||
| 255 LIVE OAK DR | VERO BEACH | FL | 32963 | N/A | PC | General & Unrestricted | $1,000 |
| EVERYTOWN FOR GUN SAFETY SUPPORT FUND INC | |||||||
| PO BOX 3886 | NEW YORK | NY | 10163 | N/A | PC | General & Unrestricted | $1,000 |
| FAMILY & CHILDRENS AGENCY INC | |||||||
| 9 MOTT AVE | NORWALK | CT | 06850 | N/A | PC | General & Unrestricted | $25,000 |
| FAMILY PANTRY OF CAPE COD CORP THE | |||||||
| 133 QUEEN ANNE RD | HARWICH | MA | 02645 | N/A | PC | General & Unrestricted | $5,000 |
| GREENS FARMS ACADEMY INC | |||||||
| 35 BEACHSIDE AVE | WESTPORT | CT | 06880 | N/A | PC | General & Unrestricted | $647 |
| GUARDIANS FOR NEW FUTURES INC | |||||||
| 8561 S COMMERCE CENTRE DR | PORT ST LUCIE | FL | 34986 | N/A | PC | Child Advocacy Center | $50,000 |
| GUARDIANS FOR NEW FUTURES INC | |||||||
| 8561 S COMMERCE CENTRE DR | PORT ST LUCIE | FL | 34986 | N/A | PC | General & Unrestricted | $25,000 |
| HABITAT FOR HUMANITY INTERNATIONAL INC | |||||||
| 411 MAIN ST STE 6 | YARMOUTHPORT | MA | 02675 | N/A | PC | General & Unrestricted | $1,000 |
| HABITAT FOR HUMANITY INTERNATIONAL INC - INDIAN RI | |||||||
| 4580 N US HWY 1 | VERO BEACH | FL | 32967 | N/A | PC | General & Unrestricted | $15,000 |
| HOBART AND WILLIAM SMITH COLLEGES | |||||||
| 300 PULTENEY ST | GENEVA | NY | 14456 | N/A | PC | Funds for Hobart NYC Event planned 4/4/23 | $1,853 |
| HOBART AND WILLIAM SMITH COLLEGES | |||||||
| 300 PULTENEY ST | GENEVA | NY | 14456 | N/A | PC | Hobart Men's Golf Team | $7,500 |
| INDIAN RIVER LAND TRUST INC | |||||||
| 3150 CARDINAL DR STE 201 | VERO BEACH | FL | 32963 | N/A | PC | General & Unrestricted | $1,000 |
| JANE DOE NO MORE INCORPORATED | |||||||
| 203 CHURCH ST | NAUGATUCK | CT | 06770 | N/A | PC | General & Unrestricted | $20,000 |
| LAND TRUST OF DARIEN INC | |||||||
| 5 BROOK ST STE 2A | DARIEN | CT | 06820 | N/A | PC | General & Unrestricted | $1,000 |
| MALTA HOUSE INC | |||||||
| 139A W ROCKS RD | NORWALK | CT | 06851 | N/A | PC | General & Unrestricted | $1,000 |
| MERCY LEARNING CENTER OF BRIDGEPORT INCORPORATED | |||||||
| 637 PARK AVE | BRIDGEPORT | CT | 06604 | N/A | PC | General & Unrestricted | $5,000 |
| NATIONAL PSORIASIS FOUNDATION | |||||||
| 1800 DIAGONAL RD 360 | ALEXANDRIA | VA | 22314 | N/A | PC | General & Unrestricted | $50,000 |
| NEW DESTINY HOUSING CORPORATION | |||||||
| 12 WEST 37TH ST 7TH FLOOR | NEW YORK | NY | 10018 | N/A | PC | General & Unrestricted | $5,000 |
| NEW YORK WOMENS FOUNDATION | |||||||
| 39 BROADWAY 33RD FL | NEW YORK | NY | 10006 | N/A | PC | General & Unrestricted | $2,500 |
| NORWALK HOUSING FOUNDATION INC | |||||||
| PO BOX 508 | NORWALK | CT | 06856 | N/A | PC | Scholarship Fund | $25,000 |
| PINGRY CORPORATION | |||||||
| 131 MARTINSVILLE RD | BASKING RIDGE | NJ | 07920 | N/A | PC | General & Unrestricted | $2,000 |
| ROBIN HOOD FOUNDATION | |||||||
| 826 BROADWAY 9TH FL | NEW YORK | NY | 10003 | N/A | PC | General & Unrestricted | $25,000 |
| SHEPHERDS INC | |||||||
| PO BOX 1756 | DARIEN | CT | 06820 | N/A | PC | General & Unrestricted | $25,000 |
| ST THOMAS MORE R C CHURCH CORP | |||||||
| 374 MIDDLESEX RD | DARIEN | CT | 06820 | N/A | PC | General & Unrestricted | $2,500 |
| ST THOMAS THE APOSTLE ROMAN CATHOLIC CHURCH CORPOR | |||||||
| 203 E AVE | NORWALK | CT | 06855 | N/A | PC | General & Unrestricted | $80,000 |
| THE CARVER INC | |||||||
| 7 ACADEMY ST | NORWALK | CT | 06850 | N/A | PC | Summer Middle School Program | $50,000 |
| THE DARIEN FOUNDATION INC | |||||||
| PO BOX 1714 | DARIEN | CT | 06820 | N/A | PC | General & Unrestricted | $1,000 |
| THE HOPE FOR FAMILIES CENTER INC | |||||||
| 720 4TH ST | VERO BEACH | FL | 32962 | N/A | PC | General & Unrestricted | $2,500 |
| THE WILFREDO PEREZ JR MEMORIAL FUND INC | |||||||
| 104 CHRISTIAN ST | NEW PRESTON | CT | 06777 | N/A | PC | General & Unrestricted | $25,000 |
| TRUSTEES OF THE COLLEGE OF THE HOLY CROSS | |||||||
| 1 COLLEGE ST | WORCESTER | MA | 01610 | N/A | PC | General & Unrestricted | $15,000 |
| TRUSTEES OF THE COLLEGE OF THE HOLY CROSS | |||||||
| 1 COLLEGE ST | WORCESTER | MA | 01610 | N/A | PC | Annual Fund | $50,000 |
| TRUSTEES OF THE COLLEGE OF THE HOLY CROSS | |||||||
| 1 COLLEGE ST | WORCESTER | MA | 01610 | N/A | PC | Kathleen A Bates 79 Fund | $50,000 |
| UNITED AGAINST POVERTY INC | |||||||
| 1400 27TH ST | VERO BEACH | FL | 32960 | N/A | PC | General & Unrestricted | $10,000 |
| UNITED WAY OF CAPE COD | |||||||
| 396 MAIN ST STE 12 | HYANNIS | MA | 02601 | N/A | PC | General & Unrestricted | $20,000 |
| UNITED WAY OF INDIAN RIVER COUNTY INC | |||||||
| PO BOX 1960 | VERO BEACH | FL | 32961 | N/A | PC | General & Unrestricted | $10,000 |
| UNIVERSITY OF RICHMOND | |||||||
| 110 UR DR | RICHMOND | VA | 23173 | N/A | PC | Robins School of Business | $5,000 |
| UNIVERSITY OF RICHMOND | |||||||
| 110 UR DR | RICHMOND | VA | 23173 | N/A | PC | Michael Ice Scholarship Fund | $10,000 |
| UNIVERSITY OF RICHMOND | |||||||
| 110 UR DR | RICHMOND | VA | 23173 | N/A | PC | Men's Varsity Lacrosse Team | $5,000 |
| VERO BEACH MUSEUM OF ART INC | |||||||
| 3001 RIVERSIDE PARK DR | VERO BEACH | FL | 32963 | N/A | PC | Annual Fund | $1,000 |
| VISITING NURSE ASSOCIATION & HOSPICE FOUNDATION IN | |||||||
| 920 37TH PL 101 | VERO BEACH | FL | 32960 | N/A | SO I | General & Unrestricted | $5,000 |
| WE CAN CORPORATION | |||||||
| 783 RTE 28 | HARWICH PORT | MA | 02646 | N/A | PC | General & Unrestricted | $2,500 |
| YOUTH GUIDANCE OF INDIAN RIVER COUNTY INC | |||||||
| 1028 20TH PL | VERO BEACH | FL | 32960 | N/A | PC | General & Unrestricted | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $915,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $12,777 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $119,039 | 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 | $72,792 | 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 | $204,608 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $204,608 | 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 | LaCroix Kathleen | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 151 Anchor Drive | AddressLine1Txt |
| City | Vero Beach | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32963 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,000,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (12 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VANGUARD EMERGING MARKETS STOC | $354,862 | $383,737 |
| VANGUARD ENERGY FD ADMIRAL SHS | $383,105 | $359,784 |
| VANGUARD EXPLORER FD ADMIRAL S | $527,966 | $613,688 |
| VANGUARD HEALTH CARE FD ADMIRA | $454,159 | $521,832 |
| VANGUARD HORIZON FUND, VANGUAR | $533,677 | $688,504 |
| VANGUARD INFLATION-PROTECTED S | $241,262 | $209,810 |
| VANGUARD INTERNATIONAL EXPLORE | $396,486 | $387,712 |
| VANGUARD PRECIOUS METALS AND M | $66,335 | $115,871 |
| VANGUARD PRIMECAP FD ADMIRAL | $325,320 | $453,703 |
| VANGUARD REIT INDEX FD ADMIRAL | $259,017 | $298,079 |
| VANGUARD TOTAL INT ST IDX-AD | $318,763 | $376,361 |
| VANGUARD WINDSOR II FD ADMIRAL | $510,698 | $625,925 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Administrative Fees | Desc |
| Revenue And Expenses Per Books | $18,176 | RevenueAndExpensesPerBooksAmt |
| Disbursements Charitable Prps | $18,176 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2023 | $3,600 |
| 990-PF Excise Tax for 2022 | $2,524 |