FOUR PINES FUND INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- FOUR PINES FUND INC (EIN 93-3920817)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-04-25
- IRS object ID
- 202501159349100210
- Schema version
- 2024v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- General Explanation Attachment
- Investments Corp Stock Schedule
- Liquidation Explanation Stmt
- Legal Fees Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-04-25T08:09:10-04:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 933920817 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Four Pines Fund Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Dinse PC/David Gurtman Es | InCareOfNm |
| Business Name Control | FOUR | BusinessNameControlTxt |
| Phone | 8023632713 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 Lakeside Ave Box 118 H33 | AddressLine1Txt |
| City | Burlington | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 05401 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM GOTTESMAN | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2025-04-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,310,259 | 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 | $4,544,622 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $61,465 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $61,465 | InterestOnSavNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,627 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,047,225 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,934,052 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $4,608,714 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,995,517 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $292,819 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $292,819 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $28,129 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $28,129 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $4,024 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $4,024 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,469 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $3,469 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $117,728 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $117,728 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $78 | InterestRevAndExpnssAmt |
| Taxes Rev And Expnss | $69,400 | TaxesRevAndExpnssAmt |
| Occupancy Rev And Expnss | $1,910 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $1,910 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $15,947 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $15,947 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $59,534 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $72 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $59,462 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $593,038 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $72 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $523,488 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,708,194 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,708,194 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,301,232 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $72 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,231,682 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,307,482 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,995,445 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,014,546 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,826,038 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,826,038 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock EOY | $500,024 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $484,221 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,014,546 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,326,062 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,310,259 | TotalAssetsEOYFMVAmt |
| Other Liabilities EOY | $4,034 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,034 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $1,014,546 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,322,028 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,014,546 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,322,028 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,014,546 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,326,062 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,014,546 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,307,482 | ExcessRevenueOverExpensesAmt |
| Subtotal | $3,322,028 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $3,322,028 | 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 | $4,047,225 | GrossSalesPriceAmt |
| Cost Or Other Basis | $113,173 | CostOrOtherBasisAmt |
| Gain Or Loss | $3,934,052 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $3,934,052 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,934,052 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $55,537 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $55,537 | SubtotalAmt |
| Tax Based On Investment Income | $55,537 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $55,567 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $55,567 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $30 | OverpaymentAmt |
| Applied To ES Tax | $30 | 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 | Yes (true) | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | VT | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | 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 | Dinse PCDavid Gurtman Esq | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8028645751 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 209 Battery Street | AddressLine1Txt |
| City | Burlington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 05401 | 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 | Yes (true) | 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 (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Debra L Gottesman | ||||||||
| 50 Lakeside Ave Box 118 H33 | Burlington | VT | 05401 | Dir, Pres | 15.0 | $0 | $0 | $0 |
| William L Gottesman | ||||||||
| 50 Lakeside Ave Box 118 H33 | Burlington | VT | 05401 | Dir, Treas | 8.0 | $0 | $0 | $0 |
| Clara G Hage | ||||||||
| 50 Lakeside Ave Box 118 H33 | Burlington | VT | 05401 | Dir, Sec | 1.0 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt |
|---|---|---|---|---|---|---|---|
| Leslie Halperin | |||||||
| 50 LAKESIDE AVE BOX 118 H33 | BURLINGTON | VT | 05401 | CEO | 40.0 | $180,692 | $2,629 |
| Alison Krompf | |||||||
| 50 LAKESIDE AVE BOX 118 H33 | BURLINGTON | VT | 05401 | DIR OF VT STRAT/PROG | 40.0 | $112,127 | $1,994 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 Walls Drive 3rd Fl | AddressLine1Txt |
| City | Fairfield | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06824 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Administrative | ServiceTypeTxt |
| Compensation | $50,692 | CompensationAmt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | SUBJECT MATTER EXPERT CONVENINGS- YEARLY CONVENINGS TO PROVIDE EDUCATION, BUILD CONNECTIONS,& IMPROVE PUBLIC ACCESS TO EVIDENCE BASED, EFFECTIVE TREATMENT FOR SUICIDAL IDEATION | Description1Txt |
| Expenses1 | $14,170 | Expenses1Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $40,352 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,913,527 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,953,879 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,953,879 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $29,308 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,924,571 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $96,229 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $96,229 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $55,537 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $55,537 | TotalTaxAmt |
| Distributable Before Adj | $40,692 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $40,692 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $40,692 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,231,682 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $2,231,682 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $40,692 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr1 | $26,349 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $26,349 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,231,682 | QualifyingDistributionsAmt |
| Applied To Current Year | $40,692 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,190,990 | RemainingDistriFromCorpusAmt |
| Total Corpus | $2,217,339 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $2,217,339 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $26,349 | ExcessFromYear1Amt |
| Excess From Current Year | $2,190,990 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DEBRA L GOTTESMAN | ContributingManagerNm |
| Contributing Manager | William L Gottesman | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALBERT EINSTEIN COLLEGE OF MEDICINE | |||||||
| 1300 MORRIS PARK AVE | BRONX | NY | 10461 | N/A | PC | Four Pines Fellowship for Excellence in Suicide Prevention & Treatment fund | $1,500 |
| CATHOLIC UNIVERSITY OF AMERICA | |||||||
| 620 MICHIGAN AVE B016 OCONNELL HALL | WASHINGTON | DC | 20064 | N/A | PC | Fellowship Stipends for students working under the leadership of Dr. David Jobes, in the Suicide Prevention Lab and to support training, educational opportunities and general operating costs associated with the Suicide Prevention Lab | $97,616 |
| EDUCATION DEVELOPMENT CENTER INC | |||||||
| 300 FIFTH AVE STE 2010 | WALTHAM | MA | 02451 | N/A | PC | Transforming Policy and Training in Pursuit of Evidence-based Suicide Care in Health Care Systems | $62,500 |
| HENRY FORD HEALTH SYSTEM | |||||||
| ONE FORD PL - 5F | DETROIT | MI | 48202 | N/A | PC | Strategic Development of a Suicide Prevention Research and Implementation Program | $117,690 |
| NORTHERN VERMONT UNIVERSITY | |||||||
| 337 COLLEGE HILL | JOHNSON | VT | 05656 | N/A | GOV | Charitable Event | $3,000 |
| PATHWAYS VERMONT INC | |||||||
| 1 KENNEDY DR STE L2 | S BURLINGTON | VT | 05403 | N/A | PC | funds to support staff in connection with AAS conference | $1,001 |
| UMASS CHAN MEDICAL SCHOOL FOUNDATION INC | |||||||
| 333 SOUTH ST 290 | SHREWSBURY | MA | 01545 | N/A | PC | Planning the Next Generation of High Impact Suicide Prevention Priorities | $83,333 |
| VERMONT PROGRAM FOR QUALITY IN HEALTH CARE INC | |||||||
| 132 MAIN ST STE 1 | MONTPELIER | VT | 05602 | N/A | PC | Strategic Planning Process | $165,880 |
| VERMONT PROGRAM FOR QUALITY IN HEALTH CARE INC | |||||||
| 132 MAIN ST STE 1 | MONTPELIER | VT | 05602 | N/A | PC | VTCPAP Year Four Funding | $345,862 |
| VERMONT PROGRAM FOR QUALITY IN HEALTH CARE INC | |||||||
| 132 MAIN ST STE 1 | MONTPELIER | VT | 05602 | N/A | PC | Suicide Prevention in the Emergency Department (SPED) | $329,279 |
| VERMONT PROGRAM FOR QUALITY IN HEALTH CARE INC | |||||||
| 132 MAIN ST STE 1 | MONTPELIER | VT | 05602 | N/A | PC | Vermont JASPR Pilot Project | $454,043 |
| ZERO OVERDOSE CORP | |||||||
| 241 GRIST MILL RD | TILLSON | NY | 12486 | N/A | PC | A National Electronic Health Record Resource Guide to Support Zero Suicide Implementations | $42,297 |
| COLORADO DEPARTMENT OF PUBLIC HEALTH AND ENVIRONME | |||||||
| 4300 CHERRY CREEK DR S | DENVER | CO | 80246 | N/A | GOV | General & Unrestricted (IN-KIND GRANT - SEE GENERAL EXPLANATION) | $4,193 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,708,194 | 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 | $61,465 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Dividends And Interest From Sec Dtl | DividendsAndInterestFromSecDtl | |
| 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 | $2,627 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $64,092 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $64,092 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | W L Gottesman Rev Tr UAD 7522 | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | First Manhattan Co 399 Park Ave | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100224614 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $4,544,622 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (4 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | YUM BRANDS INC YUM, 15700 sh. | $2,047,830 | 2024-07-12 |
| 1 | LIBERTY SIRIUS XM GROUP - SER A LSXMA, 17774 sh. | $402,670 | 2024-09-09 |
| 1 | LIBERTY MEDIA CORPORATION - SER C FWONK, 21022 sh. | $1,594,098 | 2024-09-09 |
| 1 | LIBERTY BROADBAND CORPORATION K LBRDK, 6477 sh. | $500,024 | 2024-12-20 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | General Consultations | CategoryTxt |
| Amt | $3,469 | Amt |
| Disbursements Charitable Prps | $3,469 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PART XIV (FORM 990-PF): | IdentifierTxt |
| Form And Line Reference | PART XIV (FORM 990-PF): | FormAndLineReferenceDesc |
| Medium Explanation | DISTRIBUTIONS OF PROPERTY VALUE AT FAIR MARKET VALUE AT DATE OF DISTRIBUTION METHOD FOR DETERMINING VALUE OF BOOKS: PURCHASE PRICE TOTAL FAIR MARKET VALUE OF PROPERTY: $4,193 TOTAL BOOK VALUE OF PROPERTY: $4,193 TOTAL CASH PORTION OF GRANTS: $- TOTAL AMOUNT OF GRANTS: $4,193 FORM 990-PF, PART III, LINE 3 - OTHER INCREASES/DECREASES: $- DETAILS OF ITEMS GRANTED: DESCRIPTION OF PROPERTY: books UNITS: 500 DATE OF DISTRIBUTION: 11/18/2024 GRANT RECIPIENT: COLORADO DEPARTMENT OF PUBLIC HEALTH AND ENVIRONMENT FMV OF PROPERTY: $4,193 BOOK VALUE OF PROPERTY: $4,193 CASH PORTION OF GRANT: - TOTAL AMOUNT OF GRANT: $4,193 | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | LIBERTY BROADBAND CORPORATION | StockNm |
| EOY Book Value | $500,024 | EOYBookValueAmt |
| EOYFMV | $484,221 | EOYFMVAmt |
Liquidation Explanation Stmt LiquidationExplanationStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | As explained below, the Foundation has no plans for dissolution. This statement is submitted to report the distribution of certain assets during the year. The distributions resulted in a substantial contraction of assets. The following information is submitted in accordance with Treasury Regulation Section 1.6043-3(a)(1) and the Form 990-PF instructions: During the taxable year ending December 31, 2024, the Foundation made distributions from assets from sources other than current income. Collectively, the distributions in excess of current income totaled $1,708,194. This amount represents 25% or more of the Foundation's net assets of $1,014,546 (as measured by fair market value) at the beginning of the Foundation's taxable year ending December 31, 2024. Although the Foundation technically experienced a substantial contraction, it will continue in existence and has no plans for dissolution. The Foundation made distributions of cash to the grantees listed in the attachment to Part XIV, Line 3a; each such grant was made solely for the charitable purpose specified therein. | ExplanationTxt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Document Review/Drafting | CategoryTxt |
| Legal Fees | $4,024 | LegalFeesAmt |
| Disbursements Charitable Prps | $4,024 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (14 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $35,692 | $35,692 | |
| Administrative Set-Up Fee | $15,000 | $15,000 | |
| Bank Charges | $72 | $72 | |
| Computers/Electronic Devices | $1,499 | $1,499 | |
| Digital Subscriptions | $1,108 | $1,108 | |
| Equipment/Furniture Purchase | $350 | $350 | |
| CREDIT CARD LATE FEES | $39 | $39 | |
| Office & Supplies | $446 | $446 | |
| Payroll Processing Fees | $2,978 | $2,978 | |
| Postage/Delivery Service | $64 | $64 | |
| Registered Agent Fee | $20 | $20 | |
| State or Local Filing Fees | $600 | $600 | |
| TRAINING & PROF DEVELOPMENT | $1,283 | $1,283 | |
| Website Hosting/Support | $383 | $383 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PAYROLL WITHHOLDINGS | Desc |
| EOY Book Value | $4,034 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administration of Foundation | $14,643 | $14,643 |
| EMPLOYEE RECRUIT/TEMP AGENCY | $11,932 | $11,932 |
| Philanthropic Consulting Srvcs | $76,620 | $76,620 |
| HONORARIUM | $6,000 | $6,000 |
| Website Development | $8,533 | $8,533 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | W L Gottesman Rev Tr UAD 7522 | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | First Manhattan Co 399 Park Ave | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100224614 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2024 | $55,200 |
| 990-PF Extension for 2023 | $14,200 |