ENOCH FOUNDATION CHARITABLE TR 100892: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- ENOCH FOUNDATION CHARITABLE TR 100892 (EIN 13-6989587)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-10-04
- IRS object ID
- 202432789349101003
- Schema version
- 2023v5.1
- 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
- Compensation Explanation
- Depreciation Schedule
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-10-04T21:13:03-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136989587 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Enoch Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | ENOC | 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 | robert ferguson | PersonNm |
| Person Title | trustee | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2024-09-17 | 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 | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $42,257,167 | 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 | $288,770 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $288,770 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $489,161 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $489,161 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,780,852 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,061,933 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,791,051 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$1,949 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,405 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,556,834 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,571,387 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $374,243 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $354,243 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $20,000 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $26,600 | TaxesRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $2,972 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $2,972 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $73,974 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $284 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $73,110 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $477,789 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $354,527 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $96,082 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,798,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,798,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,275,789 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $354,527 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,894,082 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $281,045 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,216,860 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $6,255,653 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,461,609 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,461,609 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $4,270 | AcctRcvblAmt |
| Acct Rcvbl BOY | $3,899 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $4,270 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $4,270 | AcctRcvblEOYFMVAmt |
| US Government Obligations BOY | $3,450,444 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $4,285,967 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $4,343,977 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $13,238,680 | CorporateStockBOYAmt |
| Corporate Stock EOY | $13,893,837 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $30,389,449 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,517,624 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,920,483 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,850,862 | CorporateBondsEOYFMVAmt |
| Other Investments EOY | $181,179 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $207,000 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $25,466,300 | TotalAssetsBOYAmt |
| Total Assets EOY | $25,747,345 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $42,257,167 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $25,466,300 | RetainedEarningBOYAmt |
| Retained Earning EOY | $25,747,345 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $25,466,300 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $25,747,345 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $25,466,300 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $25,747,345 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $25,466,300 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $281,045 | ExcessRevenueOverExpensesAmt |
| Subtotal | $25,747,345 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $25,747,345 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| Publicly-traded Securities | $7,061,933 | $5,269,058 | $1,792,875 | $1,792,875 |
| Passthrough K1 Capital Gain/(Loss) | -$1,824 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,791,051 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $30,814 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $30,814 | SubtotalAmt |
| Tax Based On Investment Income | $30,814 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $22,315 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $9,200 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $31,515 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $701 | OverpaymentAmt |
| Applied To ES Tax | $701 | 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 | NY | 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 | Yes (true) | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Robert B Ferguson | PersonNm |
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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Trustee | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.0 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Robert B Ferguson & Co Inc | |||||
| 102 Hidden Oak Lane | Vero Beach | FL | 32963 | Investment Mgmt | $164,354 |
| Douglass Winthrop Advisors LLC | |||||
| 521 5th Avenue | NEW YORK | NY | 10175 | Investment Mgmt | $155,202 |
| Foundation Source | |||||
| 55 Walls Drive 3rd Fl | Fairfield | CT | 06824 | Administrative | $72,360 |
| 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 | $34,357,098 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,913,302 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $40,270,400 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $40,270,400 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $604,056 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $39,666,344 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,983,317 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,983,317 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $30,814 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $30,814 | TotalTaxAmt |
| Distributable Before Adj | $1,952,503 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,952,503 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,952,503 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,894,082 | 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 | $1,894,082 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,952,503 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,859,671 | UndistributedIncomePYAmt |
| Prior Year1 | 2021 | PriorYear1Yr |
| Prior Year2 | 2020 | PriorYear2Yr |
| Prior Year3 | 2019 | PriorYear3Yr |
| Qualifying Distributions | $1,894,082 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,859,671 | AppliedToYear1Amt |
| Applied To Current Year | $34,411 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $1,918,092 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (29 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN COMMITTEE FOR THE WEIZMANN INSTITUTE OF S | |||||||
| 633 THIRD AVE 20TH FL | NEW YORK | NY | 10017 | N/A | PC | General & Unrestricted | $200,000 |
| BARYSHNIKOV ARTS CENTER INC | |||||||
| 450 WEST 37TH ST SUITE 501 | NEW YORK | NY | 10018 | N/A | PC | General & Unrestricted | $25,000 |
| BURR & BURTON ACADEMY | |||||||
| PO BOX 498 | MANCHESTER | VT | 05254 | N/A | PC | General & Unrestricted | $30,000 |
| CHOATE ROSEMARY HALL FOUNDATION INCORPORATED | |||||||
| 333 CHRISTIAN ST | WALLINGFORD | CT | 06492 | N/A | PC | General & Unrestricted | $100,000 |
| DORSET THEATRE FESTIVAL | |||||||
| PO BOX 510 | DORSET | VT | 05251 | N/A | PC | General & Unrestricted | $25,000 |
| FRIENDS OF HILDENE INC | |||||||
| PO BOX 377 | MANCHESTER | VT | 05254 | N/A | PC | General & Unrestricted | $30,000 |
| GREEN MOUNTAIN ACADEMY FOR LIFE LONG LEARNING INC | |||||||
| PO BOX 129 | DORSET | VT | 05251 | N/A | PC | General & Unrestricted | $25,000 |
| JEWISH MUSEUM | |||||||
| 1109 5TH AVE | NEW YORK | NY | 10128 | N/A | PC | General & Unrestricted | $50,000 |
| LIGHTHOUSE INTERNATIONAL | |||||||
| 250 WEST 64TH ST | NEW YORK | NY | 10023 | N/A | PC | General & Unrestricted | $50,000 |
| MANCHESTER MUSIC FESTIVAL INC | |||||||
| PO BOX 33 | MANCHESTER | VT | 05254 | N/A | PC | General & Unrestricted | $25,000 |
| MANHATTAN SCHOOL OF MUSIC | |||||||
| 130 CLAREMONT AVE | NEW YORK | NY | 10027 | N/A | PC | General & Unrestricted | $25,000 |
| MAVERICK CONCERTS INC | |||||||
| PO BOX 9 | WOODSTOCK | NY | 12498 | N/A | PC | General & Unrestricted | $10,000 |
| METROPOLITAN OPERA ASSOCIATION INC | |||||||
| 30 LINCOLN CENTER PLZ | NEW YORK | NY | 10023 | N/A | PC | General & Unrestricted | $145,000 |
| MUSEUM OF MODERN ART | |||||||
| 11 W 53RD ST | NEW YORK | NY | 10019 | N/A | PC | General & Unrestricted | $70,000 |
| NEW YORK CITY CENTER INC | |||||||
| 130 WEST 56TH ST | NEW YORK | NY | 10019 | N/A | PC | General & Unrestricted | $45,000 |
| NEW YORK PUBLIC RADIO | |||||||
| 160 VARICK ST | NEW YORK | NY | 10013 | N/A | PC | General & Unrestricted | $55,000 |
| NYU LANGONE HEALTH SYSTEM | |||||||
| 550 1ST AVE | NEW YORK | NY | 10016 | N/A | SO II | General & Unrestricted | $200,000 |
| PHILHARMONIC-SYMPHONY SOCIETY OF NEW YORK INC | |||||||
| 10 LINCOLN CENTER PLZ | NEW YORK | NY | 10023 | N/A | PC | General & Unrestricted | $110,000 |
| SOUTHERN VERMONT ARTS CENTER INCORPORATED | |||||||
| PO BOX 617 | MANCHESTER | VT | 05254 | N/A | PC | General & Unrestricted | $30,000 |
| SPHINX ORGANIZATION INC | |||||||
| 2200 HUNT ST STE 461 | DETROIT | MI | 48207 | N/A | PC | General & Unrestricted | $40,000 |
| ST LUKES CHAMBER ENSEMBLE INC | |||||||
| 450 W 37TH ST STE 502 | NEW YORK | NY | 10018 | N/A | PC | General & Unrestricted | $8,000 |
| TACONIC MUSIC INC | |||||||
| PO BOX 732 | MANCHESTER | VT | 05254 | N/A | PC | General & Unrestricted | $5,000 |
| THE CARNEGIE HALL CORPORATION | |||||||
| 881 7TH AVENUE | NEW YORK | NY | 10019 | N/A | PC | General & Unrestricted | $130,000 |
| THE METROPOLITAN MUSEUM OF ART | |||||||
| 1000 FIFTH AVE | NEW YORK | NY | 10028 | N/A | PC | General & Unrestricted | $95,000 |
| THE WILD CENTER | |||||||
| 45 MUSEUM DR | TUPPER LAKE | NY | 12986 | N/A | PC | General & Unrestricted | $50,000 |
| THOMAS COLE HISTORIC HOUSE | |||||||
| 218 SPRING ST | CATSKILL | NY | 12414 | N/A | PC | General & Unrestricted | $50,000 |
| WATERSIDE SCHOOL INC | |||||||
| 770 PACIFIC ST | STAMFORD | CT | 06902 | N/A | PC | General & Unrestricted | $75,000 |
| WHITNEY MUSEUM OF AMERICAN ART | |||||||
| 99 GANSEVOORT ST | NEW YORK | NY | 10014 | N/A | PC | General & Unrestricted | $85,000 |
| WOODSTOCK SYMPHONY ORCHESTRA INC | |||||||
| PO BOX 711 | WOODSTOCK | NY | 12498 | N/A | PC | General & Unrestricted | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,798,000 | 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 | $288,770 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $489,161 | 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 | $1,780,852 | 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 (2 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|---|
| K-1 Inc/Loss | 525990 | -$4,354 | 14 | $530 |
| CLASS ACTION LAWSUIT PROCEEDS | 01 | $1,875 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$4,354 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,561,188 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,556,834 | 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 |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Robert B Ferguson | PersonNm |
| Short Explanation | *ROBERT B. FERGUSON, TRUSTEE OF THE ENOCH FOUNDATION (THE "FOUNDATION" IS A PARTNER AT THE ADVISORY FIRM OF ROBERT B. FERGUSON & CO. INC., A DISQUALIFIED PERSON WHICH PROVIDES INVESTMENT MANAGEMENT SERVICES TO THE FOUNDATION. DURING THE TAXABLE YEAR ENDING DECEMBER 31, 2023, THE FOUNDATION PAID $164,354 FOR INVESTMENT MANAGEMENT SERVICES RENDERED BY SUCH DISQUALIFIED PERSON AS REPORTED IN FORM 990-PF, PART I, LINE 16C. SUCH INVESTMENT FIRM BILLED THE FOUNDATION AT OR BELOW THE RATE IT CHARGES ITS OTHER CLIENTS. | ShortExplanationTxt |
Depreciation Schedule DepreciationSchedule
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | FORM 990-PF | IdentifierTxt |
| Form And Line Reference | FORM 990-PF | FormAndLineReferenceDesc |
| Medium Explanation | One or more partnerships have provided a Schedule K-3 for the tax year in which they have checked one or more of the boxes in Part I but not provided sufficient back-up information to allow the Foundation to verify why such boxes were checked or the extent to which the checking of such boxes affects any item on this return. The Foundation has prepared this return to the best of its ability and without any foreign filings for such partnerships based on the information provided to it by these partnerships and on the basis of having received no information to the contrary. Any missing or incomplete information is due to the Foundation's inability to obtain such information and is not a willful attempt to withhold such information. | MediumExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (16 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMGEN INC - 3.625% - 05/22/202 | $415,988 | $396,793 |
| BANK AMER CORP - 4.125% - 01/2 | $216,670 | $199,836 |
| CITIGROUP - 5.875% - 12/19/203 | $100,000 | $100,835 |
| DOW CHEMICAL CO - 6.100% - 11/ | $100,000 | $100,417 |
| GOLDMAN SACHS - 3.850% - 07/08 | $416,752 | $396,380 |
| GOLDMAN SACHS GROUP INC MTN - | $80,000 | $79,573 |
| GOLDMAN SACHS GROUP INC MTN - | $100,000 | $100,037 |
| MORGAN STANLEY SER I MTN - 4.6 | $146,832 | $148,588 |
| NORTHERN TR CORP NOTE - 3.950% | $195,530 | $196,572 |
| SHERWIN WILLIAMS CO NOTE CALL | $411,890 | $395,725 |
| TD BANK SER D - 6.000% - 09/29 | $99,840 | $99,822 |
| US TREAS - 3.625% - 05/15/2026 | $116,981 | $118,645 |
| WELLS FARGO & CO MTN - 5.350% | $100,000 | $99,734 |
| WELLS FARGO & CO SER T MTN - 6 | $150,000 | $150,131 |
| WELLS FARGO & CO SER T MTN STE | $150,000 | $146,502 |
| WELLS FARGO BANK - 6.550% - 10 | $120,000 | $121,272 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (51 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALPHABET INC CL A | $549,483 | $2,374,729 |
| AMAZON COM | $180,017 | $227,910 |
| AON PLC CL A | $310,383 | $436,530 |
| APPLE INC | $348,537 | $2,310,360 |
| BECTON DICKINSON & CO | $203,856 | $243,830 |
| BERKSHIRE HATHAWAY INC. CLASS | $431,860 | $1,961,630 |
| BLACKROCK HIGH YIELD BOND PORT | $150,000 | $159,502 |
| BROOKFIELD ASSET MANAGEMENT LT | $291,968 | $361,530 |
| BROWN FORMAN CORP CL B | $220,484 | $194,140 |
| CANADIAN NATL RAILWAY CO | $364,539 | $439,705 |
| CHUBB LIMITED | $87,749 | $226,000 |
| COSTCO WHOLESALE CORPORATION | $244,317 | $462,056 |
| DEERE CO | $650,983 | $899,708 |
| EMBECTA CORP | $4,824 | $3,786 |
| EXXON MOBIL CORP | $345,570 | $349,930 |
| FASTENAL COMPANY | $228,644 | $323,850 |
| HALLIBURTON COMPANY | $353,926 | $325,350 |
| HARTFORD FINANCIALSERVICES GRO | $172,598 | $361,710 |
| HOME DEPOT INC | $180,592 | $519,825 |
| IQVIA HOLDINGS INC | $431,564 | $462,760 |
| MARKEL CORP | $527,107 | $709,950 |
| MARTIN MARIETTA MATLS INC | $272,969 | $399,128 |
| MARVELL TECHNOLOGY, INC | $153,580 | $180,930 |
| MASTERCARD INC | $292,548 | $1,407,483 |
| META PLATFORMS INC | $173,700 | $707,920 |
| METTLER-TOLEDO INTL | $184,731 | $242,592 |
| MICROSOFT CORP | $340,998 | $4,136,439 |
| MONSTER BEVERAGE CORP | $179,991 | $345,660 |
| NESTLE S.A | $328,985 | $346,890 |
| NETFLIX INC | $169,459 | $365,160 |
| NIKE INC-CL B | $151,106 | $135,713 |
| PROPETRO HOLDING CORP | $310,001 | $167,600 |
| ROPER INDUSTRIES | $219,752 | $327,102 |
| S&P GLOBAL INC COM | $337,442 | $440,520 |
| SCHWAB 5-10 YEAR CORPORATE BON | $220,387 | $224,700 |
| SHERWIN-WILLIAMS CO | $355,541 | $467,850 |
| STRYKER CORPORATION | $387,368 | $598,920 |
| TEXAS INSTRUMENTS INC | $258,247 | $255,690 |
| TEXAS PACIFIC LAND CORPORATION | $188,773 | $157,245 |
| THE BLACKSTONE GROUP INC CL A | $106,142 | $392,760 |
| THERMO FISHER SCIENTIFIC INC | $78,694 | $1,167,738 |
| TJX COMPANIES INC | $328,705 | $562,860 |
| TRACTOR SUPPLY CO COM | $382,034 | $376,303 |
| TRANSDIGM GRP INC | $230,204 | $404,640 |
| UBER | $191,409 | $307,850 |
| UNION PACIFIC | $344,204 | $368,430 |
| UNITEDHEALTH GROUP INC | $633,699 | $658,088 |
| UNUM GROUP - PFD 6.25% | $91,945 | $100,920 |
| VANGUARD INFL-PROTECTED SECS | $200,000 | $195,177 |
| VISA INC | $173,753 | $1,197,610 |
| ZOETIS INC | $328,469 | $394,740 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $4,285,967 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $4,343,977 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | ENERGY TRANSFER LP | CategoryOrItemTxt |
| Book Value | $181,179 | BookValueAmt |
| EOYFMV | $207,000 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $72,360 | $72,360 | |
| K-1 Exp ENERGY TRANSFER LP | $864 | $284 | |
| State or Local Filing Fees | $750 | $750 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| K-1 Inc/Loss ENERGY TRANSFER LP | -$3,824 | $530 |
| Class Action Lawsuit Proceeds | $1,875 | $1,875 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Investment Management Services | $354,243 | $354,243 | |
| PHILANTHROPIC CONSULTING SRVCS | $20,000 | $20,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2023 | $21,400 |
| 990-PF Extension for 2022 | $5,200 |