MARIE KENNEDY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- MARIE KENNEDY FOUNDATION (EIN 13-3066903)
- Tax period
- 2023-12-01 to 2024-11-30
- Filed
- 2025-04-14
- IRS object ID
- 202531049349100608
- Schema version
- 2023v6.0
- 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
- Distribution From Corpus Election
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-04-14T10:13:58-05:00 | ReturnTs |
| Tax Period End | 2024-11-30 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133066903 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Marie Kennedy Foundation | BusinessNameLine1Txt |
| Business Name Line2 | Marie Kennedy Foundation | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Ann McCart | InCareOfNm |
| Business Name Control | MARI | BusinessNameControlTxt |
| Phone | 2037691870 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 98 Little Goose Canyon Rd Ste PO Bo | AddressLine1Txt |
| City | Big Horn | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 82833 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANN MCCART | PersonNm |
| Person Title | Vice President | PersonTitleTxt |
| Phone | 2037691870 | PhoneNum |
| Signature | 2025-04-14 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $9,323,732 | 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 |
| Interest On Sav Rev And Expnss | $11,648 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $11,648 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $166,975 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $166,975 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $0 | NetGainSaleAstRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $2,160 | CapGainNetIncmNetInvstIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $178,623 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $180,783 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $105,192 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $105,192 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $35,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $35,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $50,000 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $50,000 | OtherProfFeesNetInvstIncmAmt |
| Interest Rev And Expnss | $2,169 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $2,169 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $0 | TaxesRevAndExpnssAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $11,200 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $11,200 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $0 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $203,561 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $52,169 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $151,392 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $505,493 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $505,493 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $709,054 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $52,169 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $656,885 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$530,431 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $128,614 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $449,685 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $83,400 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $83,400 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| Corporate Stock BOY | $1,959,588 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,798,918 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,030,780 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $238,462 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $237,147 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $245,246 | CorporateBondsEOYFMVAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments BOY | $3,667,173 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,667,173 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,964,306 | OtherInvestmentsEOYFMVAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $6,314,908 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,786,638 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,323,732 | TotalAssetsEOYFMVAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $6,314,908 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $5,786,638 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,314,908 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,786,638 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,314,908 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,786,638 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,314,908 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$530,431 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,160 | OtherIncreasesAmt |
| Subtotal | $5,786,637 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,786,637 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,160 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,788 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,788 | SubtotalAmt |
| Tax Based On Investment Income | $1,788 | TaxBasedOnInvestmentIncomeAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Tax Due | $1,788 | 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 |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | WY | OrgReportOrRegisterStateCd |
| 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 | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | n/a | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ESC 1700 LLC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2037691873 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1700 East Putnam Ave Ste Suite 202 | AddressLine1Txt |
| City | Old Greenwich | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06870 | 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | Yes (true) | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| PETER M KENNEDY III | ||||||
| 98 Little Goose Canyon Rd Ste PO Bo | Big Horn | WY | 82833 | President | 2.000 | $0 |
| PAUL L KENNEDY | ||||||
| 98 Little Goose Canyon Rd Ste PO Bo | Big Horn | WY | 82833 | Vice President | 2.000 | $0 |
| JOHN S KENNEDY | ||||||
| 98 Little Goose Canyon Rd Ste PO Bo | Big Horn | WY | 82833 | Vice President | 1.000 | $0 |
| MATTHEW C KENNEDY | ||||||
| 98 Little Goose Canyon Rd Ste PO Bo | Big Horn | WY | 82833 | Vice President | 1.000 | $0 |
| JAMES D KENNEDY | ||||||
| 98 Little Goose Canyon Rd Ste PO Bo | Big Horn | WY | 82833 | Vice President | 1.000 | $0 |
| ANN M MCCART | ||||||
| 98 Little Goose Canyon Rd Ste PO Bo | Big Horn | WY | 82833 | Vice President | 5.000 | $0 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $6,167,939 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $54,549 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,903,285 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,125,773 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $9,125,773 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $136,887 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,988,886 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $449,444 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $449,444 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,788 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,788 | TotalTaxAmt |
| Distributable Before Adj | $447,656 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $447,656 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $447,656 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $656,885 | ExpensesAndContributionsAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $656,885 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $447,656 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr1 | $151,805 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $151,805 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $656,885 | QualifyingDistributionsAmt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $361,034 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $295,851 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $151,805 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $151,805 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $361,034 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $361,034 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $361,034 | ExcessFromCurrentYearAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Total | $0 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | PETER M KENNEDY | ContributingManagerNm |
| Contributing Manager | PAUL L KENNEDY | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ANN M MCCART CO ESC 1700 LLC | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1700 East Putnam Avenue Ste Suite 2 | AddressLine1Txt |
| City | Old Greenwich | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06870 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2037691873 | RecipientPhoneNum |
| Recipient Email Address | amcc@1700llc.com | RecipientEmailAddressTxt |
| Form And Info And Materials | letter | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | none | SubmissionDeadlinesTxt |
| Restrictions On Awards | none | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (27 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| Memorial Sloan Kettering | |||||
| PO Box 5028 | Hagerstown | MD | 217415028 | unrestricted use | $3,000 |
| Tunnel To Towers Foundation | |||||
| 2361 Hylan Boulevard | Staten Island | NY | 10306 | unrestrictec use | $1,000 |
| St Anthony Shrine | |||||
| 100 Arch Street | Boston | MA | 021101111 | unrestricted use | $2,500 |
| Sisters of Life | |||||
| 38 Montebello Road | Suffern | NY | 10901 | unrestricted use | $3,000 |
| Pregnancy Help Inc | |||||
| 229 West 14th St | New York | NY | 10011 | unrestricted use | $2,000 |
| Society for the Propogation of the Faith | |||||
| 70 West 36th St 8th Floor | New York | NY | 101380448 | unrestricted use | $2,000 |
| Community Help in Park Slopes | |||||
| 200 Fourth Avenue | Brooklyn | NY | 11217 | unrestricted use | $10,000 |
| Portsmouth Abbey School | |||||
| 285 Corys Lane | Portsmouth | RI | 02871 | unrestricted use | $40,000 |
| Diocese of Bridgeport | |||||
| 238 Jewett Avenue Ste 206 | Bridgeport | CT | 066062892 | unrestricted use | $1,000 |
| Yale New Haven Hospital | |||||
| PO Box 1849 | New Haven | CT | 065089979 | unrestricted use | $2,000 |
| Greenwich Hospital | |||||
| 5 Perryridge Road | Greenwich | CT | 06830 | unrestricted use | $2,000 |
| Friends of Turkana Inc | |||||
| 165 Court Street PMB 304 | Brooklyn | NY | 11201 | unrestricted use | $33,000 |
| Friends of Turkana Inc | |||||
| 165 Court Street PMB 304 | Brooklyn | NY | 11201 | UNRESTRICTED USE | $20,000 |
| Portsmouth Abbey School | |||||
| 285 Corys Lane | Portsmouth | RI | 02871 | unrestricted use | $15,000 |
| Wabash College | |||||
| PO Box 352 | Crawfordsville | IN | 479330352 | unrestricted use | $30,000 |
| Portsmouth Abbey School | |||||
| 285 Corys Lane | Portsmouth | RI | 02871 | unrestricted use | $15,000 |
| Rolando Pico Memorial | |||||
| 9 Eclipse Ave Unit 1B | Norwalk | CT | 06851 | unrestricted use | $1,000 |
| Video Volunteers | |||||
| 427 West 92nd Street | New York | NY | 10025 | unrestricted use | $500 |
| Holy Name Catholic School | |||||
| 121 S Connor Street | Sheridan | WY | 82801 | unrestricted use | $2,000 |
| Locust Projects | |||||
| 3852 North Miami Avenue | Miami | FL | 33127 | unrestricted use | $2,000 |
| Friends of Turkana | |||||
| 165 Court St Ste PMB 304 | Brooklyn | NY | 11201 | unrestricted use | $23,000 |
| St Vincents Hospital | |||||
| 275 North Street | Harrison | NY | 10528 | unrestricted use | $2,200 |
| Little Sisters of the Poor | |||||
| 2999 Schurz Avenue | Bronx | NY | 10465 | unrestricted use | $1,000 |
| St Vincents Hospital Westchester | |||||
| 275 North Street | Harrison | NY | 10528 | unrestricted use | $925 |
| Portsmouth Abbey School | |||||
| 285 Corys Lane | Portsmouth | RI | 02871 | unrestricted use | $157,503 |
| Wabash College | |||||
| POBox 352 | Crawfordsville | IN | 479330352 | unrestricted use | $68,728 |
| Portsmouth Abbey School | |||||
| 285 Corys Lane | Portsmouth | RI | 02871 | unrestricted use | $66,586 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $506,942 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| Community Help in Park Slope | |||||
| 200 Fourth Avenue | Brooklyn | NY | 11217 | unrestricted | $20,000 |
| Portsmouth Abbey School | |||||
| 285 Corys Lane | Portsmouth | RI | 02871 | unrestricted use | $590,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $610,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $11,648 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $166,975 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $178,623 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $178,623 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ESC1700 LLC | CategoryTxt |
| Amt | $35,000 | Amt |
| Disbursements Charitable Prps | $35,000 | DisbursementsCharitablePrpsAmt |
Distribution From Corpus Election DistributionFromCorpusElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | Section 534942A3d 2 elects to apply 361034 | ElectionDesc |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 100000 FIFTH THIRD BANCORP 3332 | $87,620 | $99,746 |
| 150000 KEYCORP 5 | $149,527 | $145,500 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (17 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 3000 SHARES AMERICAN ELECTRIC POWER CO | $87,050 | $299,580 |
| 4000 SHARES ASTRAZENECA | $93,423 | $270,480 |
| 791 SHARES DUPONT | $18,199 | $66,120 |
| 1666 SHARES DOW INC | $26,117 | $73,654 |
| 1666 SHARES DUKE ENERGY | $72,161 | $195,005 |
| 10000 SHARES ENERGY TRANSFER | $122,356 | $198,600 |
| 4000 SHARES EATON CORP PLC | $119,300 | $1,501,680 |
| 10000 SHARES GOLDEN OCEAN | $129,367 | $100,000 |
| 2000 SHARES ELI LILLY | $67,090 | $1,590,700 |
| 1000 SHARES MARATHON PETROLEUM CORP | $12,700 | $156,150 |
| 7000 SHARES STAR BULK CARRIERS CORP | $136,889 | $121,240 |
| 12000 SHARES SUBURBAN PROPANE PARTNERS | $191,944 | $238,200 |
| 7000 SHARES VIPER ENERGY INC | $149,415 | $378,770 |
| 3000 SHARES VERIZON COMMUNICATIONS | $89,264 | $133,020 |
| 2000 SHARES WELLS FARGO CO | $93,787 | $152,340 |
| 250 SHARES BANK OF AMERICA 725 PFD | $211,572 | $311,125 |
| 200 SHARES WELLS FARGO 75 | $178,284 | $244,116 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (20 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 3363 SHARES 1870 PFD | AT COST | $3,056,967 | $2,354,100 |
| 4084906 SH CRUPE INTL | AT COST | $610,206 | $610,206 |
| FMV | |||
| FMV | |||
| FMV | |||
| FMV | |||
| FMV | |||
| FMV | |||
| FMV | |||
| FMV | |||
| FMV | |||
| FMV | |||
| FMV | |||
| FMV | |||
| FMV | |||
| FMV | |||
| FMV | |||
| FMV | |||
| FMV | |||
| FMV |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (3 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Dr Bernhard Isenring | $57,678 | $57,678 |
| Badertscher Attorneys | $4,410 | $4,410 |
| BosshardLandshutLasser | $43,104 | $43,104 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | capital gain | Desc |
| Amt | $2,160 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ESC1700 portfolio mgmt | CategoryTxt |
| Amt | $50,000 | Amt |
| Net Investment Income | $50,000 | NetInvestmentIncomeAmt |