DEUPREE FAMILY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- DEUPREE FAMILY FOUNDATION (EIN 31-1746946)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-04-11
- IRS object ID
- 202411029349100421
- Schema version
- 2022v5.0
- 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 Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-04-11T13:00:20-05:00 | ReturnTs |
| Tax Period End | 2023-06-30 | 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 | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311746946 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Deupree Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | DEUP | 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 | Susan Deupree Jones | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2024-03-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Susan | PersonFirstNm |
| Person Last | Deupree Jones | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
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 | 2022 | 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 | $6,143,661 | 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 | $1,329 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,329 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $165,751 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $165,751 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $110,210 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,743,970 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $110,210 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $998 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $998 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $278,288 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $278,288 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $47,117 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $47,117 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $5,200 | TaxesRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $41,147 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $41,147 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $25,249 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $150 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $25,099 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $118,713 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $47,267 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $66,246 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $665,758 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $665,758 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $784,471 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $47,267 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $732,004 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$506,183 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $231,021 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $213,656 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $156,026 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $156,026 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $3,425 | AcctRcvblAmt |
| Acct Rcvbl EOY | $3,425 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $3,425 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $5,362,216 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,920,292 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,006,680 | CorporateStockEOYFMVAmt |
| Corporate Bonds EOY | $989,946 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $977,530 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $5,575,872 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,069,689 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,143,661 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $5,575,872 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,069,689 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,575,872 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,069,689 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,575,872 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,069,689 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,575,872 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$506,183 | ExcessRevenueOverExpensesAmt |
| Subtotal | $5,069,689 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $5,069,689 | 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 | $3,743,970 | GrossSalesPriceAmt |
| Cost Or Other Basis | $3,633,760 | CostOrOtherBasisAmt |
| Gain Or Loss | $110,210 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $110,210 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $110,210 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,211 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,211 | SubtotalAmt |
| Tax Based On Investment Income | $3,211 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,929 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $1,400 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $3,329 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $118 | OverpaymentAmt |
| Applied To ES Tax | $118 | 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 | OH | 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 | 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 (9 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 |
|---|---|---|---|---|---|---|---|---|
| Martha Chong | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, VP | 1.0 | $0 | $0 | $0 |
| Kristine Cramer | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Caleb T Deupree | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Karolen Deupree | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Kato Deupree | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Taylor Deupree | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Richard Redwood Deupree III | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Treas, Dir | 1.0 | $0 | $0 | $0 |
| Andrew Jones | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Sec | 1.0 | $0 | $0 | $0 |
| Susan Deupree Jones | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Pres, Dir | 1.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $6,187,525 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $192,868 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,380,393 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,380,393 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $95,706 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,284,687 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $314,234 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $314,234 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,211 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,211 | TotalTaxAmt |
| Distributable Before Adj | $311,023 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $311,023 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $311,023 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $732,004 | 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 | $732,004 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $311,023 | DistributableAsAdjustedAmt |
| Prior Year1 | 2020 | PriorYear1Yr |
| Prior Year2 | 2019 | PriorYear2Yr |
| Prior Year3 | 2018 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $69,425 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $425,089 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $512,817 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $408,001 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $656,158 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,071,490 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $732,004 | QualifyingDistributionsAmt |
| Applied To Current Year | $311,023 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $420,981 | RemainingDistriFromCorpusAmt |
| Total Corpus | $2,492,471 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $69,425 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,423,046 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $425,089 | ExcessFromYear4Amt |
| Excess From Year3 | $512,817 | ExcessFromYear3Amt |
| Excess From Year2 | $408,001 | ExcessFromYear2Amt |
| Excess From Year1 | $656,158 | ExcessFromYear1Amt |
| Excess From Current Year | $420,981 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Deupree Family Foundation | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 Walls Drive | AddressLine1Txt |
| City | Fairfield | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06824 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Email Address | info@deupreefamilyfoundation.org | RecipientEmailAddressTxt |
| Form And Info And Materials | Online application at www.deupreefamilyfoundation.org | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | August 1 - February 1 | SubmissionDeadlinesTxt |
| Restrictions On Awards | $5,000 or less | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (177 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ABILITIES DANCE INCORPORATED | |||||||
| 2 STRATHMORE ROAD STE 3 | BROOKLINE | MA | 02445 | N/A | PC | General & Unrestricted | $2,000 |
| ADVOCATES FOR SNAKE PRESERVATION | |||||||
| PO BOX 2752 | SILVER CITY | NM | 88062 | N/A | PC | General & Unrestricted | $350 |
| AFRICAN ALLIANCE OF RHODE ISLAND | |||||||
| 807 BROAD ST | PROVIDENCE | RI | 02907 | N/A | PC | General & Unrestricted | $3,000 |
| AIDS LEGAL REFERRAL PANEL OF THE SAN FRANCISCO BAY | |||||||
| 1663 MISSION ST STE 500 | SAN FRANCISCO | CA | 94103 | N/A | PC | General & Unrestricted | $3,000 |
| ALL SAINTS CATHOLIC ACADEMY INC | |||||||
| 423 FERRY ST | NEW HAVEN | CT | 06513 | N/A | PC | Robotics Program | $3,000 |
| ALLIANCE FOR GUN RESPONSIBILITY FOUNDATION | |||||||
| PO BOX 4187 | SEATTLE | WA | 98194 | N/A | PC | General & Unrestricted | $1,000 |
| ALOHA ILIO RESCUE | |||||||
| PO BOX 492364 | KEAAU | HI | 96749 | N/A | PC | General & Unrestricted | $4,000 |
| AMERICAN CIVIL LIBERTIES UNION FOUNDATION INC | |||||||
| 125 BROAD ST 18TH FLOOR | NEW YORK | NY | 10004 | N/A | PC | General & Unrestricted | $2,000 |
| AMERICAN HEART ASSOCIATION INC | |||||||
| PO BOX 840692 | DALLAS | TX | 75284 | N/A | PC | General & Unrestricted | $500 |
| AMERICAN SPECIAL HOCKEY ASSOCIATION | |||||||
| 37 KENILWORTH RD | BINGHAMTON | NY | 13903 | N/A | PC | General Support | $5,000 |
| AMERICAS GROW A ROW INC | |||||||
| 150 PITTSTOWN RD | PITTSTOWN | NJ | 08867 | N/A | PC | General & Unrestricted | $2,000 |
| APOPO US INC | |||||||
| 712 H ST NE | WASHINGTON | DC | 20002 | N/A | PC | General & Unrestricted | $1,000 |
| ARIZONA HUMANE SOCIETY | |||||||
| 1521 W DOBBINS RD | PHOENIX | AZ | 85041 | N/A | PC | Bear hugger unit | $2,000 |
| ARTS BUSINESS COLLABORATIVE INC | |||||||
| 31-00 47TH AVE 3100 | LONG ISLAND CITY | NY | 11101 | N/A | PC | Okra Project | $1,500 |
| ASIAN MENTAL HEALTH COLLECTIVE | |||||||
| 613 PARK LN | FRIENDSWOOD | TX | 77546 | N/A | PC | General & Unrestricted | $1,500 |
| AT THE WORLDS EDGE MUSIC FOUNDATION INC | |||||||
| 90 STATE ST STE 700 OFC 40 | ALBANY | NY | 12207 | N/A | PC | General & Unrestricted | $6,000 |
| AT THE WORLDS EDGE MUSIC FOUNDATION INC | |||||||
| 90 STATE ST STE 700 OFC 40 | ALBANY | NY | 12207 | N/A | PC | AWE 2023 Tour | $4,000 |
| BAINBRIDGE ISLAND LAND TRUST | |||||||
| 147 FINCH PL SW | BAINBRIDGE ISLAND | WA | 98110 | N/A | PC | General & Unrestricted | $1,000 |
| BAT CONSERVATION INTERNATIONAL INC | |||||||
| PO BOX 140434 | AUSTIN | TX | 78714 | N/A | PC | General & Unrestricted | $5,000 |
| BIG BROTHERS AND BIG SISTERS OF NEW YORK CITY INC | |||||||
| 40 RECTOR ST 11TH FL | NEW YORK | NY | 10006 | N/A | PC | General & Unrestricted | $1,500 |
| BIG CAT RESCUE CORP | |||||||
| 12802 EASY ST | TAMPA | FL | 33625 | N/A | PC | General & Unrestricted | $1,000 |
| BIG LIFE FOUNDATION USA | |||||||
| 1715 N HERON DR | RIDGEFIELD | WA | 98642 | N/A | PC | General & Unrestricted | $2,000 |
| BIRDS OF PARADISE SANCTUARY & RESCUE INC | |||||||
| 17020 WATERLINE RD | BRADENTON | FL | 34212 | N/A | PC | General & Unrestricted | $9,000 |
| BISHOP MUSEUM | |||||||
| 1525 BERNICE ST | HONOLULU | HI | 96817 | N/A | PC | General & Unrestricted | $1,500 |
| BLANKETS & BEARS INC | |||||||
| 1133 KOOTENAI AVE | BILLINGS | MT | 59105 | N/A | PC | General & Unrestricted | $1,000 |
| BLIND CAT RESCUE & SANCTUARY INC | |||||||
| 3101 E GREAT MARSH CHURCH RD | SAINT PAULS | NC | 28384 | N/A | PC | General & Unrestricted | $2,500 |
| BRADY CENTER TO PREVENT GUN VIOLENCE | |||||||
| 840 FIRST ST NE STE 400 | WASHINGTON | DC | 20002 | N/A | PC | General & Unrestricted | $3,000 |
| BROTHER WOLF ANIMAL RESCUE INC | |||||||
| PO BOX 8195 | ASHEVILLE | NC | 28814 | N/A | PC | General & Unrestricted | $520 |
| CAMPING & EDUCATION FOUNDATION | |||||||
| 3515 MICHIGAN AVE | CINCINNATI | OH | 45208 | N/A | PC | General & Unrestricted | $48,000 |
| CENTER FOR BIOLOGICAL DIVERSITY INC | |||||||
| PO BOX 710 | TUCSON | AZ | 85702 | N/A | PC | General & Unrestricted | $1,500 |
| CENTER FOR ORANGUTAN AND CHIMPANZEE CONSERVATION I | |||||||
| PO BOX 488 | WAUCHULA | FL | 33873 | N/A | PC | Charitable Event | $5,500 |
| CENTER FOR ORANGUTAN AND CHIMPANZEE CONSERVATION I | |||||||
| PO BOX 488 | WAUCHULA | FL | 33873 | N/A | PC | General & Unrestricted | $5,500 |
| CIRCLE OF LIFE CONNECTIONS | |||||||
| PO BOX 6783 | ALBANY | CA | 94706 | N/A | PC | Seed Stewards Program | $7,500 |
| CITY MISSION | |||||||
| 5310 CARNEGIE AVE | CLEVELAND | OH | 44103 | N/A | PC | summer programs | $2,000 |
| CITYMEALS-ON-WHEELS | |||||||
| 355 LEXINGTON AVE 3RD FL | NEW YORK | NY | 10017 | N/A | PC | General & Unrestricted | $3,000 |
| COALITION FOR SONORAN DESERT PROTECTION | |||||||
| 738 N 5TH AVE STE 205 | TUCSON | AZ | 85705 | N/A | PC | General & Unrestricted | $10,000 |
| COLORADO FELINE FOSTER RESCUE | |||||||
| 5377 TIGER BEND LN | MORRISON | CO | 80465 | N/A | PC | General & Unrestricted | $2,000 |
| DAKIN PIONEER VALLEY HUMANE SOCIETY INC | |||||||
| PO BOX 6307 | SPRINGFIELD | MA | 01101 | N/A | PC | Petfood Bank | $1,000 |
| DETROIT DOG RESCUE | |||||||
| PO BOX 806119 | ST CLR SHORES | MI | 48080 | N/A | PC | General & Unrestricted | $500 |
| EAST HAWAII CULTURAL COUNCIL | |||||||
| 141 KALAKAUA ST | HILO | HI | 96720 | N/A | PC | General & Unrestricted | $3,500 |
| EASTERN AGENCY ON AGING | |||||||
| 240 STATE ST | BREWER | ME | 04412 | N/A | PC | Furry Friends Petfood Bank | $1,500 |
| EDITH KANAKAOLE FOUNDATION | |||||||
| 1500 KALANIANAOLE ST | HILO | HI | 96720 | N/A | PC | General & Unrestricted | $2,000 |
| ENGINEERS FOR A SUSTAINABLE WORLD | |||||||
| 424 SAPPHIRE WAY | PITTSBURGH | PA | 15224 | N/A | PC | summer projects | $1,000 |
| ENGINEERS FOR A SUSTAINABLE WORLD | |||||||
| 424 SAPPHIRE WAY | PITTSBURGH | PA | 15224 | N/A | PC | Student summer projects | $4,700 |
| ENGINEERS FOR A SUSTAINABLE WORLD | |||||||
| 424 SAPPHIRE WAY | PITTSBURGH | PA | 15224 | N/A | PC | General & Unrestricted | $2,000 |
| ENGLISH LEARNER SUPPORT SERVICES OF FAIRFIELD COUN | |||||||
| 65 HIGH RIDGE RD STE 221 | STAMFORD | CT | 06905 | N/A | PC | The ASPIRE program | $1,000 |
| ESTHER NEONATAL KITTEN ALLIANCE | |||||||
| PO BOX 2161 | ASHEVILLE | NC | 28802 | N/A | PC | General & Unrestricted | $1,515 |
| EVER AFTER MUSTANG RESCUE TRAINING AND EDUCATIONAL | |||||||
| 463 W ST | BIDDEFORD | ME | 04005 | N/A | PC | General & Unrestricted | $1,500 |
| EVERYTOWN FOR GUN SAFETY SUPPORT FUND INC | |||||||
| PO BOX 3886 | NEW YORK | NY | 10163 | N/A | PC | General & Unrestricted | $1,000 |
| FAMILY IMPACT CENTERS | |||||||
| PO BOX 993 | FOWLERVILLE | MI | 48836 | N/A | PC | General & Unrestricted | $1,000 |
| FELICIAS FARM | |||||||
| 5995 E GRANT RD STE 200 | TUCSON | AZ | 85712 | N/A | PC | General & Unrestricted | $8,000 |
| FIXIN THE COAST | |||||||
| 18417 DEER DR | SAUCIER | MS | 39574 | N/A | PC | hoarder situation fund | $3,400 |
| FLAGSTAFF FAMILY FOOD CENTER | |||||||
| 3805 E HUNTINGTON DR | FLAGSTAFF | AZ | 86004 | N/A | PC | General & Unrestricted | $3,000 |
| FLATBUSH CATS INC | |||||||
| 1460 FLATBUSH AVE | BROOKLYN | NY | 11210 | N/A | PC | General & Unrestricted | $3,000 |
| FOUNDATION OF ARTS MUSIC AND EDUCATION | |||||||
| PO BOX 764 | BEDFORD HILLS | NY | 10507 | N/A | PC | General & Unrestricted | $5,000 |
| FOWLERVILLE CHURCH OF THE NAZARENE | |||||||
| 8040 COUNTRY CORNER DR | FOWLERVILLE | MI | 48836 | N/A | PC | Foundation mission budget - support current workers in distant places | $1,000 |
| FOWLERVILLE CHURCH OF THE NAZARENE | |||||||
| 8040 COUNTRY CORNER DR | FOWLERVILLE | MI | 48836 | N/A | PC | Missions, facility, special needs fund | $10,000 |
| FOX TUCSON THEATRE FOUNDATION | |||||||
| PO BOX 1008 | TUCSON | AZ | 85702 | N/A | PC | General & Unrestricted | $5,000 |
| FREEDOM FARM ANIMAL SANCTUARY | |||||||
| 757 S ST | MIDDLEBURY | CT | 06762 | N/A | PC | General & Unrestricted | $4,000 |
| FRIENDS OF FELINES INC | |||||||
| PO BOX 8147 | STAMFORD | CT | 06905 | N/A | PC | General & Unrestricted | $1,000 |
| FRIENDS OF GEORGETOWN HISTORY | |||||||
| 6601 CARLETON AVE S UNIT A | SEATTLE | WA | 98108 | N/A | PC | General & Unrestricted | $1,000 |
| FRIENDS OF LILIUOKALANI GARDENS | |||||||
| PO BOX 5147 | HILO | HI | 96720 | N/A | PC | General & Unrestricted | $2,000 |
| FRIENDS OF THE LIBRARY OF HAWAII | |||||||
| 501 SUMMER ST UNIT 614 | HONOLULU | HI | 96817 | N/A | PC | Hilo and Laupahoehoe library branches on the Big Island | $2,500 |
| FRIENDS OF THE PALACE THEATER | |||||||
| 38 HAILI ST | HILO | HI | 96720 | N/A | PC | General & Unrestricted | $1,000 |
| FRONT-PORCH FELINES | |||||||
| 15607 CAROLINE AVE | FORT LUPTON | CO | 80621 | N/A | PC | General & Unrestricted | $1,000 |
| GATHERING 4 GARDNER INC | |||||||
| 2885 SANFORD AVE SW 39552 | GRANDVILLE | MI | 49418 | N/A | PC | Charitable Event | $2,000 |
| GIRL SCOUTS OF CONNECTICUT INC | |||||||
| 340 WASHINGTON ST | HARTFORD | CT | 06106 | N/A | PC | summer camp programs | $3,000 |
| GIVEDIRECTLY INC | |||||||
| CHURCH STREET STA PO BOX 3221 | NEW YORK | NY | 10008 | N/A | PC | General & Unrestricted | $2,500 |
| GIVING THE BASICS INC | |||||||
| 927 S 7TH ST | KANSAS CITY | KS | 66105 | N/A | PC | General & Unrestricted | $2,000 |
| GLEANERS COMMUNITY FOOD BANK OF SOUTHEASTERN MICHI | |||||||
| 2131 BEAUFAIT ST | DETROIT | MI | 48207 | N/A | PC | General & Unrestricted | $19,000 |
| GRAYWOLF PRESS | |||||||
| 212 3RD AVE N STE 485 | MINNEAPOLIS | MN | 55401 | N/A | PC | General & Unrestricted | $1,000 |
| HARTFORD FOUNDATION FOR PUBLIC GIVING | |||||||
| 10 COLUMBUS BLVD 8TH FL | HARTFORD | CT | 06106 | N/A | PC | Tree planting and maintenance on Main Street, Suffield | $15,000 |
| HARTFORD FOUNDATION FOR PUBLIC GIVING | |||||||
| 10 COLUMBUS BLVD 8TH FL | HARTFORD | CT | 06106 | N/A | PC | Tree planting on Main Street in Suffield | $4,000 |
| HARTLAND ENRICHMENT AND RECREATION ORGANIZATION | |||||||
| 3191 HARTLAND RD | HARTLAND | MI | 48353 | N/A | PC | General & Unrestricted | $10,000 |
| HAWAII ISLAND HUMANE SOCIETY | |||||||
| 78-6767 MAMALAHOA HWY | HOLUALOA | HI | 96725 | N/A | PC | General & Unrestricted | $4,000 |
| HAWAII TROPICAL BOTANICAL GARDEN | |||||||
| 27717 OLD MAMALAHOA HWY | PAPAIKOU | HI | 96781 | N/A | PC | General & Unrestricted | $2,000 |
| HAWAII WILDLIFE CENTER | |||||||
| PO BOX 551752 | KAPAAU | HI | 96755 | N/A | PC | General & Unrestricted | $1,500 |
| HAY BURR INN CORP | |||||||
| 169 BLACK HILL RD | PLAINFIELD | CT | 06374 | N/A | PC | General & Unrestricted | $1,000 |
| HEARTLAND FARM SANCTUARY INC | |||||||
| PO BOX 607 | STOUGHTON | WI | 53589 | N/A | PC | General & Unrestricted | $2,030 |
| HELPLINE HOUSE | |||||||
| 282 KNECHTEL WAY NE | BAINBRIDGE IS | WA | 98110 | N/A | PC | General & Unrestricted | $3,000 |
| HOME FOR THE AGED OF THE LITTLE SISTERS OF THE POO | |||||||
| 1365 ENFIELD ST | ENFIELD | CT | 06082 | N/A | PC | refrigeration upgrade project | $3,000 |
| HOPE SERVICES HAWAII INC | |||||||
| 357 WAIANUENUE AVE | HILO | HI | 96720 | N/A | PC | General & Unrestricted | $2,000 |
| HOPEFOR LEARNING | |||||||
| 10301 HULL ST RD STE 3 | MIDLOTHIAN | VA | 23112 | N/A | PC | General & Unrestricted | $3,000 |
| HUI ALOHA KIHOLO | |||||||
| PO BOX 1868 | KAMUELA | HI | 96743 | N/A | PC | General & Unrestricted | $2,500 |
| HUI MALAMA I KE ALA ULILI | |||||||
| PO BOX 6 | PAAUILO | HI | 96776 | N/A | PC | General & Unrestricted | $6,000 |
| HUI PONO HOLOHOLONA | |||||||
| PO BOX 943 | MOUNTAIN VIEW | HI | 96771 | N/A | PC | spay and neuter program | $1,000 |
| HUMAN RIGHTS CAMPAIGN FOUNDATION | |||||||
| 1640 RHODE ISLAND AVE NW | WASHINGTON | DC | 20036 | N/A | PC | General & Unrestricted | $1,500 |
| HYLA MIDDLE SCHOOL | |||||||
| 7861 NE BUCKLIN HILL RD | BAINBRIDGE IS | WA | 98110 | N/A | PC | General & Unrestricted | $3,000 |
| INTERNATIONAL RESCUE COMMITTEE INC | |||||||
| PO BOX 6068 | ALBERT LEA | MN | 56007 | N/A | PC | General & Unrestricted | $2,000 |
| JAZZ FOUNDATION OF AMERICA INC | |||||||
| 247 W 37TH ST | NEW YORK | NY | 10018 | N/A | PC | General & Unrestricted | $1,000 |
| JENGA JUMUIA - BUILDING COMMUNITY THROUGH SCHOOL B | |||||||
| 432 CYPRESS SPRINGS DR | DRIFTWOOD | TX | 78619 | N/A | PC | CENCUDER-Cameroon for school books and supplies | $1,000 |
| KUAAINA ULU AUAMO | |||||||
| 47-200 WAIHEE RD CO KEY PROJEC | KANEOHE | HI | 96744 | N/A | PC | General & Unrestricted | $4,000 |
| LGBT PLUS CENTER ORLANDO INC | |||||||
| 946 N MILLS AVE | ORLANDO | FL | 32803 | N/A | PC | General & Unrestricted | $2,000 |
| LOUIS & GLORIA FLANZER CHARITABLE TR | |||||||
| 335 MADISON AVE STE 1500 | NEW YORK | NY | 10017 | N/A | PC | General & Unrestricted | $500 |
| LOVE INC OF THE GREATER LIVINGSTON AREA | |||||||
| PO BOX 558 | HOWELL | MI | 48844 | N/A | PC | General & Unrestricted | $13,000 |
| MAGICAL CREATURES OF HAMAKUA - ANIMAL RESCUE AND S | |||||||
| PO BOX 444 | LAUPAHOEHOE | HI | 96764 | N/A | PC | General & Unrestricted | $1,000 |
| MARC LUSTGARTEN PANCREATIC CANCER FOUNDATION | |||||||
| 415 CROSSWAYS PARK DR STE D | WOODBURY | NY | 11797 | N/A | PC | General & Unrestricted | $10,000 |
| NATIONAL AUDUBON SOCIETY INC | |||||||
| 225 VARICK ST 7TH FLOOR | NEW YORK | NY | 10014 | N/A | PC | Earth Day 2023 Giving Challenge | $1,000 |
| NATIONAL CENTER FOR MISSING AND EXPLOITED CHILDREN | |||||||
| 333 JOHN CARLYE ST STE 125 | ALEXANDRIA | VA | 22314 | N/A | PC | General & Unrestricted | $1,500 |
| NATIONAL CENTER FOR TRANSGENDER EQUALITY | |||||||
| 1032 15TH ST NW 199 | WASHINGTON | DC | 20005 | N/A | PC | General & Unrestricted | $3,000 |
| NATIONAL TROPICAL BOTANICAL GARDEN | |||||||
| 3530 PAPALINA RD | KALAHEO | HI | 96741 | N/A | PC | General & Unrestricted | $3,000 |
| NEADS INC | |||||||
| PO BOX 1100 | PRINCETON | MA | 01541 | N/A | PC | General & Unrestricted | $2,000 |
| NEW HORIZONS INC | |||||||
| 37 BLISS MEMORIAL RD | UNIONVILLE | CT | 06085 | N/A | PC | Raised beds at Cherry Brook Nursing Home in Canton, CT | $2,590 |
| NORTHWOOD SCHOOL | |||||||
| 92 NORTHWOOD RD | LAKE PLACID | NY | 12946 | N/A | PC | General & Unrestricted | $5,000 |
| NOTRE DAME URBAN EDUCATION CENTER INC | |||||||
| 14 EAST 8TH ST | COVINGTON | KY | 41011 | N/A | PC | General & Unrestricted | $2,500 |
| NOWZAD | |||||||
| 2770 MAIN ST 161 | FRISCO | TX | 75033 | N/A | PC | General & Unrestricted | $5,000 |
| OCEAN CONSERVANCY INC | |||||||
| 1300 19TH ST NW 8TH FLOOR | WASHINGTON | DC | 20036 | N/A | PC | General & Unrestricted | $2,500 |
| OCEAN CONSERVANCY INC | |||||||
| 1300 19TH ST NW 8TH FLOOR | WASHINGTON | DC | 20036 | N/A | PC | 2023 Spring Earth Day Campaign | $2,000 |
| ONE CALL FOR ALL | |||||||
| PO BOX 10487 | BAINBRIDGE ISLAND | WA | 98110 | N/A | PC | Bainbridge Prepares fund | $1,000 |
| ONE HEART WILD EDUCATION SANCTUARY | |||||||
| 12620 WILLAMETTE MERIDIAN RD | SILVERDALE | WA | 98383 | N/A | PC | General & Unrestricted | $5,000 |
| OPERATION CATNIP OF GAINESVILLE INC | |||||||
| 912 NE 2ND ST | GAINESVILLE | FL | 32601 | N/A | PC | General & Unrestricted | $1,700 |
| OXFORD MEMORIAL LIBRARY | |||||||
| PO BOX 552 | OXFORD | NY | 13830 | N/A | PC | Theodore Burr Covered Bridge Resource Center | $1,000 |
| PACIFIC GATEWAY CENTER | |||||||
| 723 UMI ST STE C | HONOLULU | HI | 96819 | N/A | PC | General & Unrestricted | $2,000 |
| PAEPAE O HEEIA | |||||||
| PO BOX 6355 | KANEOHE | HI | 96744 | N/A | PC | General & Unrestricted | $2,000 |
| PAWS 4 LIBERTY | |||||||
| 8939 PALOMINO DR | LAKE WORTH | FL | 33467 | N/A | PC | General & Unrestricted | $5,000 |
| PAWS CROSSED ANIMAL RESCUE INC | |||||||
| 100 WAREHOUSE LANE S | ELMSFORD | NY | 10523 | N/A | PC | General & Unrestricted | $1,000 |
| PEEWEES PET ADOPTION WORLD & SANCTUARY INC | |||||||
| 1307 SARATOGA BLVD | CORP CHRISTI | TX | 78417 | N/A | PC | General & Unrestricted | $1,000 |
| PETS INC OF THE MIDLANDS | |||||||
| 300 ORCHARD DR | WEST COLUMBIA | SC | 29170 | N/A | PC | To purchase new cages | $2,400 |
| PETS INC OF THE MIDLANDS | |||||||
| 300 ORCHARD DR | WEST COLUMBIA | SC | 29170 | N/A | PC | General & Unrestricted | $500 |
| PLANNED PARENTHOOD GREAT PLAINS | |||||||
| 4401 W 109TH ST SUITE 200 | OVERLAND PARK | KS | 66211 | N/A | PC | General & Unrestricted | $1,500 |
| PORT CHESTER CARVER CENTER INC | |||||||
| 400 WESTCHESTER AVE | PORT CHESTER | NY | 10573 | N/A | PC | General & Unrestricted | $6,000 |
| POSITIVE FUTURES NETWORK | |||||||
| PO BOX 1219 | POULSBO | WA | 98370 | N/A | PC | General & Unrestricted | $5,000 |
| POUND RIDGE FIRE DEPARTMENT INC | |||||||
| WESTCHESTER AVE | POUND RIDGE | NY | 10576 | N/A | PC | General & Unrestricted | $2,000 |
| POUND RIDGE LAND CONSERVANCY INC | |||||||
| 1361 OLD POST RD | POUND RIDGE | NY | 10576 | N/A | PC | General & Unrestricted | $2,000 |
| POUND RIDGE LIONS AMBULANCE CORPS | |||||||
| PO BOX 237 | POUND RIDGE | NY | 10576 | N/A | PC | General & Unrestricted | $2,000 |
| PRIDE TREE | |||||||
| 7995 BLUE DIAMOND ROADST 102 633 | LAS VEGAS | NV | 89178 | N/A | PC | General & Unrestricted | $1,500 |
| QUEEN ANN NZINGA CENTER INC | |||||||
| 18 NEWTON AVE | PLAINVILLE | CT | 06062 | N/A | PC | To purchase art supplies | $1,000 |
| RAINBOW FRIENDS ANIMAL SANCTUARY | |||||||
| PO BOX 1259 | KURTISTOWN | HI | 96760 | N/A | PC | General & Unrestricted | $4,000 |
| REACH OUT AND READ INC | |||||||
| 89 S ST STE 201 | BOSTON | MA | 02111 | N/A | PC | To purchase books for children in Hartford, CT | $1,000 |
| ROOTS RISING INC | |||||||
| 437 N ST | PITTSFIELD | MA | 01201 | N/A | PC | General & Unrestricted | $2,000 |
| SAMARITANS PURSE | |||||||
| PO BOX 3000 | BOONE | NC | 28607 | N/A | PC | UKRAINE fund | $10,000 |
| SAN JUAN PRESERVATION TRUST | |||||||
| PO BOX 759 | FRIDAY HARBOR | WA | 98250 | N/A | PC | General & Unrestricted | $5,000 |
| SAVE THE FROGS | |||||||
| 1968 S COAST HWY 622 | LAGUNA BEACH | CA | 92651 | N/A | PC | General & Unrestricted | $1,500 |
| SEASON OF JUSTICE CORPORATION | |||||||
| 49 BOONE VILLAGE 251 | ZIONSVILLE | IN | 46077 | N/A | PC | General & Unrestricted | $1,500 |
| SIMPSON COUNTY LITERACY COUNCIL INC | |||||||
| 231 S COLLEGE ST | FRANKLIN | KY | 42134 | N/A | PC | General & Unrestricted | $1,000 |
| SOUTHERN POVERTY LAW CENTER INC | |||||||
| 400 WASHINGTON AVE | MONTGOMERY | AL | 36104 | N/A | PC | General & Unrestricted | $1,500 |
| SPCA OF WESTCHESTER INC | |||||||
| 590 N STATE ROAD | BRIARCLIFF MANOR | NY | 10510 | N/A | GOV | help for the 151 cats founds in Yorktown Heights | $2,000 |
| SPCA OF WESTCHESTER INC | |||||||
| 590 N STATE ROAD | BRIARCLIFF MANOR | NY | 10510 | N/A | GOV | General & Unrestricted | $1,000 |
| ST FRANCIS ANIMAL RESCUE OF VENICE INC | |||||||
| 1925 S TAMIAMI TRAIL | VENICE | FL | 34293 | N/A | PC | New animal cages | $5,666 |
| ST FRANCIS ANIMAL RESCUE OF VENICE INC | |||||||
| 1925 S TAMIAMI TRAIL | VENICE | FL | 34293 | N/A | PC | To purchase new cages | $4,700 |
| SYLVIA RIVERA LAW PROJECT INC | |||||||
| 147 WEST 24TH ST 5TH FLOOR | NEW YORK | NY | 10011 | N/A | PC | General & Unrestricted | $3,000 |
| TECH TURN UP | |||||||
| 1666 CONNECTICUT AVE NW | WASHINGTON | DC | 20009 | N/A | PC | General & Unrestricted | $5,000 |
| THE FOOD BASKET INC | |||||||
| 40 HOLOMUA ST | HILO | HI | 96720 | N/A | PC | General & Unrestricted | $10,000 |
| THE FOUNDATION FOR NORTH AMERICA WILD SHEEP | |||||||
| 412 PRONGHORN TRAIL | BOZEMAN | MT | 59718 | N/A | PC | General & Unrestricted | $1,000 |
| THE HERMITAGE CAT SHELTER | |||||||
| 5278 E 21ST ST | TUCSON | AZ | 85711 | N/A | PC | Kitten Monsoon Adoption Event | $1,000 |
| THE SAFE CROSSINGS FOUNDATION | |||||||
| 4210 SW OREGON ST STE H | SEATTLE | WA | 98116 | N/A | PC | General & Unrestricted | $2,500 |
| THE TREVOR PROJECT INC | |||||||
| PO BOX 69232 | WEST HOLLYWOOD | CA | 90069 | N/A | PC | General & Unrestricted | $7,030 |
| THREE RING RANCH INC | |||||||
| 75-809 KEAOLANI DR | KAILUA KONA | HI | 96740 | N/A | PC | General & Unrestricted | $1,500 |
| THREE VALLEY CONSERVATION TRUST | |||||||
| 5995 FAIRFIELD RD STE 3 | OXFORD | OH | 45056 | N/A | PC | General & Unrestricted | $2,000 |
| TRI-STATE BIRD RESCUE AND RESEARCH INC | |||||||
| 170 POSSUM HOLLOW RD | NEWARK | DE | 19711 | N/A | PC | General & Unrestricted | $5,000 |
| TUCSON BOTANICAL GARDENS | |||||||
| 2150 N ALVERNON WAY | TUCSON | AZ | 85712 | N/A | PC | General & Unrestricted | $1,000 |
| TUCSON BOTANICAL GARDENS | |||||||
| 2150 N ALVERNON WAY | TUCSON | AZ | 85712 | N/A | PC | Charitable Event | $1,000 |
| TUOLUMNE RIVER PRESERVATION TRUST | |||||||
| PO BOX 3727 | SONORA | CA | 95370 | N/A | PC | General & Unrestricted | $7,500 |
| U C SANTA CRUZ FOUNDATION | |||||||
| 1156 HIGH ST | SANTA CRUZ | CA | 95064 | N/A | PC | The Grateful Dead Archive fund | $5,000 |
| UNION STREET BRICK CHURCH | |||||||
| 126 UNION ST | BANGOR | ME | 04401 | N/A | PC | General & Unrestricted | $11,100 |
| UNIVERSITY OF ARIZONA FOUNDATION | |||||||
| 1111 N CHERRY AVE | TUCSON | AZ | 85721 | N/A | PC | Diana Liverman Scholarship fund, Earth Grant Program, Carson Scholars, Liverman Scholars, Earth Grant Scholarship Fund | $5,000 |
| UNIVERSITY OF ARIZONA FOUNDATION | |||||||
| 1111 N CHERRY AVE | TUCSON | AZ | 85721 | N/A | PC | Diana Liverman Scholarship Fund, Earth Grant Program, Carson Scholars, Liverman Scholars, and Earth Grant | $10,000 |
| UNIVERSITY OF ARIZONA FOUNDATION | |||||||
| 1111 N CHERRY AVE | TUCSON | AZ | 85721 | N/A | PC | Libraries: Dean's Fund for Excellence | $500 |
| UNIVERSITY OF WASHINGTON FOUNDATION - SEATTLE | |||||||
| PO BOX 359505 | SEATTLE | WA | 98195 | N/A | PC | General & Unrestricted | $1,000 |
| URBAN JUNCTURE FOUNDATION | |||||||
| 300 E 51ST ST | CHICAGO | IL | 60615 | N/A | PC | Summer Internships, Rooftop Garden, Bike Box | $20,000 |
| URBAN RURAL ACTION | |||||||
| URBAN RURAL ACTION 607 GALLATIN ST | WASHINGTON | DC | 20011 | N/A | PC | General & Unrestricted | $3,000 |
| VALLEY COMMUNITY CENTER | |||||||
| 549 5TH ST | CLARKSTON | WA | 99403 | N/A | PC | General & Unrestricted | $4,000 |
| VENICE THEATRE INC | |||||||
| 140 W TAMPA AVE | VENICE | FL | 34285 | N/A | PC | Hurricane recovery fund | $5,000 |
| VILLA COMUNITARIA | |||||||
| 8201 10TH AVE S STE 8 | SEATTLE | WA | 98108 | N/A | PC | To help families impacted by current flooding | $10,000 |
| VITAL GROUND FOUNDATION INC | |||||||
| 30 FORT MISSOULA RD | MISSOULA | MT | 59804 | N/A | PC | General & Unrestricted | $1,000 |
| VOICES OF HOPE FOR APHASIA INC | |||||||
| 6798 CROSSWINDS DR N STE B-102 | SAINT PETERSBURG | FL | 33710 | N/A | PC | General & Unrestricted | $2,000 |
| WAYNE OPPORTUNITY CENTER INC | |||||||
| 619 S GEORGE ST | GOLDSBORO | NC | 27530 | N/A | PC | Greenhouse Project | $10,000 |
| WAYNE OPPORTUNITY CENTER INC | |||||||
| 619 S GEORGE ST | GOLDSBORO | NC | 27530 | N/A | PC | Greenhouse Project | $6,500 |
| WE DONT WASTE INC | |||||||
| 6090 E 39TH AVE | DENVER | CO | 80207 | N/A | PC | General & Unrestricted | $2,000 |
| WELLESLEY COLLEGE | |||||||
| 106 CENTRAL ST | WELLESLEY | MA | 02481 | N/A | PC | General & Unrestricted | $5,000 |
| WESTCHESTER SHORE HUMANE SOCIETY INC | |||||||
| 7 HARRISON AVE | HARRISON | NY | 10528 | N/A | PC | General & Unrestricted | $1,000 |
| WILD HEART WILDLIFE EDUCATION RESCUE INC | |||||||
| 3134 BAY GLADWIN COUNTY LINE RD | RHODES | MI | 48652 | N/A | PC | General & Unrestricted | $500 |
| WILDERNESS INTEGRATION PROJECT | |||||||
| PO BOX 816 | KINGSTON | WA | 98346 | N/A | PC | General & Unrestricted | $40,000 |
| WILDLIFE CONSERVATION SOCIETY | |||||||
| 2300 SOUTHERN BLVD | BRONX | NY | 10460 | N/A | PC | General & Unrestricted | $57 |
| YANCEY COUNTY HUMANE SOCIETY | |||||||
| PO BOX 1016 | BURNSVILLE | NC | 28714 | N/A | PC | General & Unrestricted | $2,000 |
| YANCEY COUNTY HUMANE SOCIETY | |||||||
| PO BOX 1016 | BURNSVILLE | NC | 28714 | N/A | PC | pet food bank | $1,000 |
| YWCA OF HAWAII ISLAND | |||||||
| 145 ULULANI ST | HILO | HI | 96720 | N/A | PC | General & Unrestricted | $1,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $665,758 | 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 | $1,329 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $165,751 | 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 | $110,210 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CREDIT CARD REWARDS PROGRAM | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $998 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $278,288 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $278,288 | 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 Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (18 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALBEMARLE CORP NOTE - 5.050% - | $49,055 | $48,391 |
| CABOT COPR NOTE - 5.000% - 06/ | $58,549 | $57,397 |
| DEVON ENERGY CORP SER B NOTE - | $46,995 | $47,057 |
| EASTMAN CHEM CO - 5.750% - 03/ | $61,177 | $59,902 |
| EXELON CORP - 4.950% - 03/15/2 | $57,784 | $57,453 |
| FEDERATED CAPITAL APPRECIATION | $60,244 | $58,620 |
| FLORIDA PWR - 5.625% - 04/01/2 | $53,495 | $52,562 |
| KELLOGG CO DEB SER B - 7.450% | $58,003 | $56,825 |
| KINDER MORGAIN INC - 5.200% - | $58,155 | $58,038 |
| MOSAIC CO - 5.450% - 11/15/203 | $49,022 | $48,669 |
| ONEOK INC - 6.350% - 01/15/203 | $53,043 | $51,533 |
| ORACLE CORP NOTE - 6.250% - 11 | $52,970 | $53,059 |
| PHILP MORRIS - 5.125% - 02/15/ | $49,580 | $49,390 |
| PROGRESS ENERGY - 7.000% - 10/ | $55,950 | $54,762 |
| PULTE GROUP INC - 7.875% - 06/ | $57,347 | $56,627 |
| TYSON FOODS INC NOTE - 4.875% | $53,273 | $52,977 |
| VALERO ENERGY - 8.750% - 06/15 | $59,361 | $58,978 |
| WILLIAMS COS - 7.750% - 06/15/ | $55,943 | $55,290 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (57 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABS | $24,150 | $63,123 |
| ABBVIE INC | $94,030 | $128,937 |
| AIR PRODS & CHEM INC | $75,568 | $128,199 |
| ALLIANCEBERNSTEIN GLOBAL HIGH | $130,451 | $132,837 |
| ALLSTATE PFD SER H | $27,752 | $27,500 |
| AUTOMATIC DATA PROCESSING INC | $53,348 | $70,553 |
| BANK AMER DS PFD SER KK | $28,437 | $28,750 |
| BLACKROCK CREDIT ALLOCATION IN | $130,256 | $128,824 |
| BROADCOM INC | $83,324 | $206,447 |
| CHEVRON CORP | $95,126 | $123,205 |
| CISCO SYSTEMS INC | $34,682 | $66,745 |
| CORNING INC | $53,184 | $48,565 |
| CROWN CASTLE INTL | $33,689 | $45,462 |
| EATON CORP PLC | $53,046 | $86,875 |
| ELI LILLY & CO | $29,901 | $124,280 |
| EVERSOURCE ENERGYINC | $32,483 | $28,155 |
| EXXON MOBIL CORP | $36,009 | $34,106 |
| FASTENAL COMPANY | $21,329 | $22,652 |
| HOME DEPOT INC | $32,177 | $87,290 |
| ILLINOIS TOOL WORKS | $31,237 | $58,287 |
| INVESCO QQQ TRUST | $196,767 | $197,640 |
| ISHARES 20+ YR TREAS BD | $285,762 | $284,628 |
| ISHARES MSCI KLD 400 SOCIAL IN | $158,591 | $263,872 |
| JP MORGAN CHASE PFD SER GG | $26,580 | $26,788 |
| KEURIG DR PEPPER INC | $61,300 | $51,377 |
| KINDER MORGAN INC | $21,885 | $20,957 |
| LOCKHEED MARTIN CORP | $41,127 | $83,789 |
| MARSH AND MCLENNAN COMPANIES I | $43,417 | $100,623 |
| MCDONALD'S CORP | $71,988 | $117,275 |
| MEDTRONIC PLC | $55,450 | $43,345 |
| MERCK & CO INC | $105,595 | $159,584 |
| MICROSOFT CORP | $13,093 | $69,470 |
| MONDELEZ INTERNATIONAL INC | $107,879 | $136,690 |
| NATIONAL RURAL UTIL - 5.50% - | $30,363 | $30,300 |
| NEXTERA ENERGY, INC | $36,081 | $99,947 |
| PAYCHEX | $20,451 | $47,768 |
| PEPSICO INC | $94,226 | $144,657 |
| PHILLIPS 66 | $30,020 | $28,042 |
| PNC FINANCIAL GROUP INC | $110,246 | $85,394 |
| PROCTER GAMBLE CO | $110,150 | $121,999 |
| PROLOGIS | $75,099 | $89,643 |
| PUBLIC STORAGE PFD 5.15% SER F | $30,462 | $30,988 |
| QUALCOMM INC | $50,967 | $46,783 |
| RAYTHEON TECHNOLOGIES CORP | $48,695 | $48,490 |
| REALTY INCOME CORP | $81,785 | $72,764 |
| SCHWAB US DIVIDEND EQUITY ETF | $196,735 | $196,437 |
| SEMPRA ENERGY COM | $58,511 | $72,358 |
| SOUTHERN CO JR 2017 NY 77 5.25 | $30,513 | $31,063 |
| STARBUCKS CORP COM | $73,896 | $100,744 |
| TEXAS INSTRUMENTS INC | $41,469 | $98,111 |
| TRAVELERS COMPANIES INC | $76,143 | $72,764 |
| TRUIST FINANCIAL CORPORATION | $74,445 | $52,111 |
| UNITED PARCEL SERVICE | $93,465 | $82,097 |
| US BANCORP | $97,876 | $70,441 |
| VANGUARD EXTENDED DURATION TRE | $102,000 | $103,613 |
| WEC ENERGY GROUP, INC | $26,311 | $42,973 |
| WILLIAMS COS | $40,770 | $40,363 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $24,289 | $24,289 | |
| Bank Charges | $150 | $150 | |
| Office Supplies | $302 | $302 | |
| Postage/Delivery Service | $108 | $108 | |
| State or Local Filing Fees | $400 | $400 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Credit Card Rewards Program | Desc |
| Revenue And Expenses Per Books | $998 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $998 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $47,117 | Amt |
| Net Investment Income | $47,117 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2023 | $1,400 |
| 990-PF Extension for 2022 | $3,800 |