WOODSHOUSE FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- WOODSHOUSE FOUNDATION (EIN 13-6983078)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-10
- IRS object ID
- 202411319349100121
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-10T07:52:53-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 132709344 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHEEHAN & COMPANY CPA PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 165 ORINOCO DRIVE | AddressLine1Txt |
| City | BRIGHTWATERS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11718 | 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 | 136983078 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WOODSHOUSE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WOOD | BusinessNameControlTxt |
| Phone | 2122966237 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 FAWCETT PLACE | AddressLine1Txt |
| City | GREENWICH | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06830 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WENDE RACTLIFFE | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 2122966237 | PhoneNum |
| Signature | 2024-05-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | WENDE | PersonFirstNm |
| Person Last | RACTLIFFE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CYNTHIA BARRY | PreparerPersonNm |
| PTIN | P01281408 | PTIN |
| Phone | 6316657040 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| 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 | $12,140,272 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $110,232 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $110,232 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$54,213 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,054,155 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $212 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $212 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $56,231 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $110,444 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $19,429 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,811 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $55,304 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $55,304 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $80,733 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $63,115 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,145,173 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,145,173 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,225,906 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $63,115 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,145,173 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,169,675 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $47,329 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $138,305 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $661,761 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $661,761 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $2,239,426 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $500,109 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $513,855 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $4,456,234 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,502,420 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $10,964,656 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $6,833,965 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,664,290 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $12,140,272 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,211,514 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,211,514 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $5,622,451 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,452,776 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,833,965 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,664,290 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,833,965 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,664,290 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,833,965 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,169,675 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $5,664,290 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,664,290 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES - THROUGH MORGAN STANLEY ACCOUNT | P | $679,599 | $695,979 | -$16,380 | -$16,380 |
| PUBLICLY TRADED SECURITIES - THROUGH MORGAN STANLEY ACCOUNT | P | $109,495 | $111,908 | -$2,413 | -$2,413 |
| PUBLICLY TRADED SECURITIES - THROUGH MORGAN STANLEY ACCOUNT | P | $1,408,563 | $1,429,030 | -$20,467 | -$20,467 |
| PUBLICLY TRADED SECURITIES - THROUGH MORGAN STANLEY ACCOUNT | P | $131,180 | $148,541 | -$17,361 | -$17,361 |
| PUBLICLY TRADED SECURITIES - THROUGH MORGAN STANLEY ACCOUNT | P | $673,795 | $679,260 | -$5,465 | -$5,465 |
| PUBLICLY TRADED SECURITIES - THROUGH MORGAN STANLEY ACCOUNT | P | $51,523 | $43,650 | $7,873 | $7,873 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$54,213 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $658 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $658 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $658 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $12,960 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $12,960 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $12,302 | OverpaymentAmt |
| Applied To ES Tax | $12,302 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CT | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | WENDE RACTLIFFE THOMAS FRAME | IndividualWithBooksNm |
| Phone | 2122966237 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE FAWCETT PLACE | AddressLine1Txt |
| City | GREENWICH | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06830 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|
| WENDE RACTLIFFE | ||||||||
| 119 FERN HILL ROAD | GHENT | NY | 12075 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| GRETCHEN BIGGS | ||||||||
| 15 FENWAY ROAD | WESTERLY | RI | 02891 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| BARTON W BIGGS | ||||||||
| 4026 RIVER ROAD | FABER | VA | 22938 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| THOMAS FRAME | ||||||||
| 1 FAWCETT PLACE | GREENWICH | CT | 06830 | INVESTMENT MANAGER | 10.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $10,895,093 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $590,391 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,485,484 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $11,485,484 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $172,282 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,313,202 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $565,660 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $565,660 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $658 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $658 | TotalTaxAmt |
| Distributable Before Adj | $565,002 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $565,002 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $565,002 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,145,173 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,145,173 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $565,002 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $62,518 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $522,085 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $317,972 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $674,370 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $827,893 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,404,838 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,145,173 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $565,002 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $580,171 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,985,009 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $62,518 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,922,491 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $522,085 | ExcessFromYear4Amt |
| Excess From Year3 | $317,972 | ExcessFromYear3Amt |
| Excess From Year2 | $674,370 | ExcessFromYear2Amt |
| Excess From Year1 | $827,893 | ExcessFromYear1Amt |
| Excess From Current Year | $580,171 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (29 entries)
| Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd |
|---|---|---|---|---|---|---|---|---|---|---|
| ANPAPS | ||||||||||
| ANPAPS RUE HALLE | PARIS | FR | NONE | 501(C)3 | TO SUPPORT THE ORGANIZATION'S MISSION | $27,173 | ||||
| ANTHROPOSOPHIC PRESS INC | ||||||||||
| NONE | 501(C)3 | TO SUPPORT THE ORGANIZATION'S MISSION | $86,000 | PO BOX 58 | HUDSON | NY | 12534 | |||
| BACKBONE CAMPAIGN | ||||||||||
| NONE | 501(C)3 | TO SUPPORT THE ORGANIZATION'S MISSION | $10,000 | PO BOX 278 | VASHON | WA | 980700278 | |||
| BIODYNAMIC DEMETER ALLIANCE INC | ||||||||||
| NONE | 501(C)3 | TO SUPPORT THE ORGANIZATION'S MISSION | $53,000 | PO BOX 557 | EAST TROY | WI | 53120 | |||
| BOUND LOTUS FOUNDATION INC | ||||||||||
| NONE | 501(C)3 | TO SUPPORT THE ORGANIZATION'S MISSION | $200,000 | 195 S BEVERLY DRIVE STE 405 | BEVERLY HILLS | CA | 902123044 | |||
| CENTER FOR AGRICULTURAL RESILIENCE | ||||||||||
| NONE | 501(C)3 | TO SUPPORT THE ORGANIZATION'S MISSION | $25,000 | 108 BROAD STREET N | BLUFFTON | GA | 39824 | |||
| CHORUS OF WESTERLEY | ||||||||||
| NONE | 501(C)3 | TO SUPPORT THE ORGANIZATION'S MISSION | $5,000 | 119 HIGH STREET | WESTERLY | RI | 02891 | |||
| CHRISITAN COMMUNITY | ||||||||||
| NONE | 501(C)3 | TO SUPPORT THE ORGANIZATION'S MISSION | $11,200 | 10 GREEN RIVER LANEATTN CAROL KELLY | HILLSDALE | NY | 12529 | |||
| EPIPHANY SCHOOLATTN LORI BRITTON | ||||||||||
| NONE | 501(C)3 | TO SUPPORT THE ORGANIZATION'S MISSION | $15,000 | 154 CENTRE STREET | DORCHESTER CENTER | MA | 02124 | |||
| EPOCH TIMES ACCOUNTING DEPT FL 5 NTD | ||||||||||
| NONE | 501(C)3 | TO SUPPORT THE ORGANIZATION'S MISSION | $1,800 | 229 WEST 28TH STREET | NEW YORK | NY | 10001 | |||
| FOUNDATION FOR CULTURAL RENEWAL | ||||||||||
| NONE | 501(C)3 | TO SUPPORT THE ORGANIZATION'S MISSION | $20,000 | 2588 SOUTH 900 E APT 28 | SALT LAKE CITY | UT | 84106 | |||
| HAWTHORNE VALLEY ASSOCIATION INC | ||||||||||
| NONE | 501(C)3 | TO SUPPORT THE ORGANIZATION'S MISSION | $10,000 | 327 COUNTY ROUTE 21C | GHENT | NY | 12075 | |||
| HEALTH FREEDOM DEFENSE FUND INC | ||||||||||
| NONE | 501(C)3 | TO SUPPORT THE ORGANIZATION'S MISSION | $3,000 | 220 EAST AVE PO BOX 14001 PMB 169 | KETCHUM | ID | 83340 | |||
| IDAHO OUTFITTERS & GUIDE ASSOC INC | ||||||||||
| NONE | 501(C)6 | TO SUPPORT THE ORGANIZATION'S MISSION | $25,000 | 9450 W FAIRVIEW AVE STE 110 | BOISE | ID | 83704 | |||
| INVESTIGATIVE REPORTERS & EDITORS INC | ||||||||||
| NONE | 501(C)3 | TO SUPPORT THE ORGANIZATION'S MISSION | $5,000 | 109 LEE HILLS HALL 221 S 8TH STRE | COLUMBIA | MO | 65201 | |||
| KEYS ATTN LAURIE BRADBURY | ||||||||||
| NONE | 501(C)3 | TO SUPPORT THE ORGANIZATION'S MISSION | $5,000 | PO BOX 532 | NEW CANAAN | CT | 06840 | |||
| KIDS EMPOWERED BY YOUR SUPPORT INC | ||||||||||
| NONE | 501(C)3 | TO SUPPORT THE ORGANIZATION'S MISSION | $5,000 | PO BOX 532 | NEX CANAAN | CT | 06840 | |||
| LEMNISCATE ARTS INC CO DEBRA AGEE | ||||||||||
| NONE | 501(C)3 | TO SUPPORT THE ORGANIZATION'S MISSION | $3,000 | 7970 JAMES COURT | NIWOT | CO | 80503 | |||
| MEADOWBROOK WALDORF SCHOOL | ||||||||||
| NONE | 501(C)3 | TO SUPPORT THE ORGANIZATION'S MISSION | $10,000 | 300 KINGSTON ROAD | KINGSTON | RI | 02892 | |||
| NORTH BRANCH SCHOOL | ||||||||||
| NONE | 501(C)3 | TO SUPPORT THE ORGANIZATION'S MISSION | $62,000 | 221 MICKENS ROAD | AFTON | VA | 22920 | |||
| PROJECT VERITAS | ||||||||||
| NONE | 501(C)3 | TO SUPPORT THE ORGANIZATION'S MISSION | $20,000 | 1214 W BOSTON POST ROAD NO148 | MAMARONECK | NY | 10543 | |||
| QUINCY INSTITUTE FOR RESPONSIBLE STATECRAFT | ||||||||||
| NONE | 501(C)3 | TO SUPPORT THE ORGANIZATION'S MISSION | $75,000 | 2000 PENNSYLVANIA AVE 7000 | WASHINGTON | DC | 20006 | |||
| REAL ORGANIC PROJECT INC | ||||||||||
| NONE | 501(C)3 | TO SUPPORT THE ORGANIZATION'S MISSION | $20,000 | 82 WILSON ROAD | EAST THETFORD | VT | 05043 | |||
| RSF SOCIAL FINANCE INC | ||||||||||
| NONE | 501(C)3 | TO SUPPORT THE ORGANIZATION'S MISSION | $300,000 | PO BOX 2007 | SAN FRANCISCO | CA | 94126 | |||
| SELF REALIZATION FELLOWSHIP | ||||||||||
| NONE | 501(C)3 | TO SUPPORT THE ORGANIZATION'S MISSION | $25,000 | 217 EAST 28TH STREET | NEW YORK | NY | 10016 | |||
| THE WEEKAPAUG FOUNDATION FOR | ||||||||||
| NONE | 501(C)3 | TO SUPPORT THE ORGANIZATION'S MISSION | $5,000 | PO BOX 3067 | WESTERLY | RI | 02891 | |||
| THOROUGHBRED PLACEMENT RESOURCES INC | ||||||||||
| NONE | 501(C)3 | TO SUPPORT THE ORGANIZATION'S MISSION | $8,000 | 13130 MOLLY BERRY RD | UPPER MARLBORO | MD | 20772 | |||
| WISCONSIN MONTESSORI SOCIETY INC | ||||||||||
| NONE | 501(C)3 | TO SUPPORT THE ORGANIZATION'S MISSION | $100,000 | 345 NORTH 95TH STREET | MILWAUKEE | WI | 53226 | |||
| WOLAKOTA WALDORF SOCIETY | ||||||||||
| NONE | 501(C)3 | TO SUPPORT THE ORGANIZATION'S MISSION | $10,000 | PO BOX 527 | KYLE | SD | 57752 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,145,173 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $110,232 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$54,213 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CLASS ACTION PAYMENT | Desc |
| Business | 900099 | BusinessCd |
| Exclusion | $212 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $110,444 | ExclusionAmt |
| Related Or Exempt Function Incm | -$54,213 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $56,231 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 8 | LineNumberTxt |
| Relationship Statement | THE FOUNDATION IS SOLELY A GRANT-MAKING ORGANIZATION AND INVESTS FUNDS TO PRODUCE INCOME TO MAKE SUCH GRANTS AND TO PAY EXPENSES OF ADMINISTERING THE FOUNDATION. THE AMOUNT SHOWN ON LINE 8 IS NOT DERIVED FROM ANY "TRADE OR BUSINESS" CONDUCTED BY THE FOUNDATION, BUT MERELY REFLECTS A NORMAL RETURN ON THE FOUNDATION'S ASSETS. | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $6,000 | Amt |
| Net Investment Income | $6,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (27 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 4700 ALPHABET INC CL C (GOOGL) | $185,982 | $662,371 |
| 2200 ALPHABET INC CL A (GOOGL) | $40,693 | $307,318 |
| 4950 AMAZON | $492,469 | $752,103 |
| 140 AUTOZONE | $161,240 | $361,985 |
| 1300 MASTERCARD | $68,738 | $554,463 |
| 1800 VISA | $67,222 | $468,630 |
| 3600 APPLE | $65,784 | $693,108 |
| 1500 DOLLAR GENERAL CORP | $81,231 | $176,735 |
| 280 MARKEL | $240,906 | $397,572 |
| 600 NESTLE SA CHAM ET VEVEY (NSRGF) | $39,648 | $69,716 |
| 800 NESTLE SPON ADR REP REG SHR (NSRGY) | $59,598 | $92,685 |
| 1566 STRYKER CORP | $108,269 | $468,954 |
| 900 THERMO FISHER SCIENTIFIC | $78,668 | $477,711 |
| 2050 BERKSHIRE HATHAWAY | $297,407 | $731,153 |
| 1775 META PLATFORMS INC CL A (FB) | $167,739 | $530,940 |
| 3000 MICROSOFT CORP | $141,234 | $1,128,120 |
| 2750 STARBUCKS | $154,395 | $259,227 |
| 1950 JOHNSON & JOHNSON (JNJ) | $248,592 | $305,643 |
| 2250 JPMORGAN CHASE & CO (JPM) | $220,823 | $382,725 |
| 1350 UNION PACIFIC | $84,029 | $331,587 |
| 3250 FISERV INC COM (FISV) | $359,592 | $431,730 |
| 80 DEERE & CO (DE) | $28,699 | $31,990 |
| 1020 HOME DEPOT (HD) | $297,824 | $370,809 |
| 550 S&P GLOBAL INC COM (SPGI) | $184,241 | $242,286 |
| 60 UNITED HEALTH GP INC (UNH) | $31,167 | $31,588 |
| ASML HOLDING NV NY REG NEW (ASML) | $297,016 | $310,337 |
| OLD DOMINION FREIGHT LINE (ODFL) | $299,214 | $393,170 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $500,109 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $513,855 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT EXPENSES | Desc |
| Revenue And Expenses Per Books | $55,304 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $55,304 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CLASS ACTION PAYMENT | Desc |
| Revenue And Expenses Per Books | $212 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $212 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $212 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $1,811 | $1,811 | $0 |
| EXCISE TAXES | $17,618 | $0 | $0 |