BRODER FAMILY FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- BRODER FAMILY FOUNDATION INC (EIN 20-3979691)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-04-04
- IRS object ID
- 202410959349100221
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-04-04T15:27:21-05:00 | 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 | 203979691 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Broder Family Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | BROD | 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 | PAUL BRODER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2024-03-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | PAUL | PersonFirstNm |
| Person Last | BRODER | 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 | $44,916,765 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $157,963 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $157,963 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $629,293 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $629,293 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$34,437 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,558,020 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $752,819 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $787,256 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Taxes Rev And Expnss | $9,823 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $100,948 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $100,948 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $110,771 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $100,948 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,250,111 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,250,111 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,360,882 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,351,059 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,608,063 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $787,256 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,381,024 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,426,630 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,426,630 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations EOY | $963,210 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $998,633 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $30,979,115 | CorporateStockBOYAmt |
| Corporate Stock EOY | $27,362,236 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $40,491,502 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $33,360,139 | TotalAssetsBOYAmt |
| Total Assets EOY | $31,752,076 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $44,916,765 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $33,360,139 | RetainedEarningBOYAmt |
| Retained Earning EOY | $31,752,076 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $33,360,139 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $31,752,076 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $33,360,139 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $31,752,076 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $33,360,139 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,608,063 | ExcessRevenueOverExpensesAmt |
| Subtotal | $31,752,076 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $31,752,076 | 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 | $5,558,020 | GrossSalesPriceAmt |
| Cost Or Other Basis | $5,592,457 | CostOrOtherBasisAmt |
| Gain Or Loss | -$34,437 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$34,437 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$34,437 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $10,943 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $10,943 | SubtotalAmt |
| Tax Based On Investment Income | $10,943 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $4,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $6,943 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | Yes (true) | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| Paul G Broder | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Pres, Dir, Sec | 1.0 | $0 | $0 | $0 |
| Kimberly J Griffiths | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP | 1.0 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 Walls Drive 3rd Fl | AddressLine1Txt |
| City | Fairfield | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06824 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Administrative | ServiceTypeTxt |
| Compensation | $100,923 | CompensationAmt |
| 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 | $38,864,905 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,278,457 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $42,143,362 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $42,143,362 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $632,150 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $41,511,212 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,075,561 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,075,561 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $10,943 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $10,943 | TotalTaxAmt |
| Distributable Before Adj | $2,064,618 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $2,064,618 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $2,064,618 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,351,059 | 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 | $2,351,059 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,064,618 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $692,092 | UndistributedIncomePYAmt |
| Prior Year1 | 2021 | PriorYear1Yr |
| Prior Year2 | 2020 | PriorYear2Yr |
| Prior Year3 | 2019 | PriorYear3Yr |
| Qualifying Distributions | $2,351,059 | QualifyingDistributionsAmt |
| Applied To Year1 | $692,092 | AppliedToYear1Amt |
| Applied To Current Year | $1,658,967 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $405,651 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Kimberly J Griffiths | ContributingManagerNm |
| Contributing Manager | Paul G Broder | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (33 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMNESTY INTERNATIONAL OF THE USA INC | |||||||
| 311 43RD ST 7TH FL | NEW YORK | NY | 10036 | N/A | PC | General & Unrestricted | $25,000 |
| BLUE GRASS COMMUNITY FOUNDATION INC | |||||||
| 499 EAST HIGH ST SUITE 112 | LEXINGTON | KY | 40507 | N/A | PC | General & Unrestricted | $5,000 |
| BOYS AND GIRLS CLUBS OF PALM BEACH COUNTY INC | |||||||
| 800 NORTHPOINT PKWY STE 204 | WEST PALM BCH | FL | 33407 | N/A | PC | General & Unrestricted | $100,000 |
| CAMP HORSEABILITY INC | |||||||
| PO BOX 410-1 | OLD WESTBURY | NY | 11568 | N/A | PC | General & Unrestricted | $5,000 |
| CHILDREN'S TUMOR FOUNDATION | |||||||
| PO BOX 7247 MAILCODE 6895 | PHILADELPHIA | PA | 19170 | N/A | PC | General & Unrestricted | $120,000 |
| COLBYS CREW RESCUE | |||||||
| 988 PIPER WAY | KESWICK | VA | 22947 | N/A | PC | General & Unrestricted | $30,000 |
| COPE FOUNDATION INC | |||||||
| 718 WALT WHITMAN RD UNIT 1251 | MELVILLE | NY | 11747 | N/A | PC | General & Unrestricted | $25,000 |
| DRUGS FOR NEGLECTED DISEASES INITIATIVE NORTH AMER | |||||||
| 40 RECTOR ST 16TH FLOOR | NEW YORK | NY | 10006 | N/A | PC | General & Unrestricted | $100,000 |
| EQUUS FOUNDATION INC | |||||||
| 168 LONG LOTS RD | WESTPORT | CT | 06880 | N/A | PC | General & Unrestricted | $5,000 |
| EVANS SCHOLARS FOUNDATION | |||||||
| 2501 PATRIOT BLVD | GLENVIEW | IL | 60026 | N/A | PC | Charitable Event | $25,111 |
| FEED THE HUNGRY PANTRY OF PALM BEACH COUNTY INC | |||||||
| 8306 155TH PL N | PALM BCH GDNS | FL | 33418 | N/A | PC | General & Unrestricted | $20,000 |
| FIDELITY INVESTMENTS CHARITABLE GIFT FUND | |||||||
| 245 SUMMER ST MZ NM43A | BOSTON | MA | 02210 | N/A | PC | Donor Advised Fund | $1,000,000 |
| FOLDS OF HONOR FOUNDATION | |||||||
| DEPARTMENT 13 | TULSA | OK | 74182 | N/A | PC | General & Unrestricted | $30,000 |
| FOUNDATION FOR APPALACHIAN KENTUCKY INC | |||||||
| 420 MAIN ST | HAZARD | KY | 41701 | N/A | PC | General & Unrestricted | $30,000 |
| FRESH RX | |||||||
| 1260 S FEDERAL HWY STE 101 | BOYNTON BEACH | FL | 33435 | N/A | PC | General & Unrestricted | $50,000 |
| GEORGETOWN UNIVERSITY | |||||||
| 2115 WISCONSIN AVE NW STE 500 | WASHINGTON | DC | 20007 | N/A | PC | General & Unrestricted | $50,000 |
| GODS PANTRY FOOD BANK INC | |||||||
| 1685 JAGGIE FOX WAY | LEXINGTON | KY | 40511 | N/A | PC | General & Unrestricted | $10,000 |
| GRASSROOTS INTERNATIONAL INC | |||||||
| 179 BOYLSTON ST 4TH FLOOR | BOSTON | MA | 02130 | N/A | PC | General & Unrestricted | $25,000 |
| HABITAT FOR HUMANITY INTERNATIONAL INC - HABITAT F | |||||||
| 6758 N MILITARY TRAIL STE 301 | WEST PALM BEACH | FL | 33407 | N/A | PC | General & Unrestricted | $100,000 |
| INSTITUTE FOR JUSTICE | |||||||
| 901 N GLEBE RD STE 900 | ARLINGTON | VA | 22203 | N/A | PC | General & Unrestricted | $100,000 |
| JOSHS BENCHES FOR AWARENESS | |||||||
| PO BOX 212761 | ROYAL PLM BCH | FL | 33421 | N/A | PC | General & Unrestricted | $25,000 |
| JUSTWORLD INTERNATIONAL INC | |||||||
| 11924 W FOREST HILL BLVD STE 10A- | WELLINGTON | FL | 33414 | N/A | PC | General & Unrestricted | $75,000 |
| MEDECINS SANS FRONTIERES USA INC - DOCTORS WITHOUT | |||||||
| PO BOX 5030 | HAGERSTOWN | MD | 21741 | N/A | PC | General & Unrestricted | $25,000 |
| MEMORIAL SLOAN-KETTERING CANCER CENTER | |||||||
| 1275 YORK AVE | NEW YORK | NY | 10065 | N/A | PC | General & Unrestricted | $50,000 |
| MOMENTUM WHEELS FOR HUMANITY | |||||||
| 9509 VASSAR AVE UNIT A | CHATSWORTH | CA | 91311 | N/A | PC | General & Unrestricted | $20,000 |
| NATIONAL NETWORK OF ABORTION FUNDS - FRONTERA FUND | |||||||
| 813 N MAIN ST STE 412 | MCALLEN | TX | 78501 | N/A | PC | General & Unrestricted | $5,000 |
| OLD FIELD FARMS LTD | |||||||
| PO BOX 598 | STONY BROOK | NY | 11790 | N/A | PC | General & Unrestricted | $30,000 |
| PALM BEACH COUNTY SHERIFFS FOUNDATION | |||||||
| 3228 GUN CLUB RD | WEST PALM BEACH | FL | 33406 | N/A | PC | General & Unrestricted | $50,000 |
| PLANNED PARENTHOOD FEDERATION OF AMERICA INC | |||||||
| 123 WILLIAMS ST 10TH FL | NEW YORK | NY | 10038 | N/A | PC | General & Unrestricted | $50,000 |
| RONALD MCDONALD HOUSE CHARITIES OF THE BLUEGRASS I | |||||||
| PO BOX 22414 | LEXINGTON | KY | 40522 | N/A | PC | General & Unrestricted | $10,000 |
| ULTIMATE HAWAIIAN TRAIL RUN FOUNDATION INC | |||||||
| PO BOX 785 | LAWAI | HI | 96765 | N/A | PC | General & Unrestricted | $25,000 |
| VINCEREMOS RIDING CENTER INC | |||||||
| 13300 6TH CT N | LOXAHATCHEE | FL | 33470 | N/A | PC | General & Unrestricted | $10,000 |
| WIKIMEDIA FOUNDATION INC | |||||||
| PO BOX 98204 | WASHINGTON | DC | 20090 | N/A | PC | General & Unrestricted | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,250,111 | 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 | $157,963 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $629,293 | 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 | -$34,437 | 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 | $752,819 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $752,819 | 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 |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FIDELITY INTERNATL INDEX INSTL | $6,027,693 | $6,651,053 |
| FIDELITY SEL PORT NATURAL RESO | $1,113,688 | $2,465,467 |
| FIDELITY TOTAL MARKET INDEX FU | $16,110,035 | $25,733,964 |
| SPDR GOLD SHARES | $4,110,820 | $5,641,018 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $963,210 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $998,633 | USGovtObligationsEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $100,923 | $100,923 |
| State or Local Filing Fees | $25 | $25 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2023 | $4,000 |
| 990-PF Excise Tax for 2022 | $5,823 |