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NEWMANS OWN FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
NEWMANS OWN FOUNDATION (EIN 06-1606588)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-10-11
IRS object ID
202442859349100609
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 ReturnHeader

FieldValueIRS element (for citing)
Return2024-10-11T11:53:55-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN221478099PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1COHNREZNICK LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1350 GRANITE STREET SUITE 1200AddressLine1Txt
CityBRAINTREECityNm
State AbbreviationMAStateAbbreviationCd
ZIP02184ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN061606588EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1NEWMAN'S OWN FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlNEWMBusinessNameControlTxt
Phone2032220136PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1ONE MORNINGSIDE DRIVE NORTHAddressLine1Txt
CityWESTPORTCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06880ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonERIC FULLERPersonNm
Person TitleASST TREASURER / CFOPersonTitleTxt
Phone2032220136PhoneNum
Signature2024-10-09SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOLANTA TUCK CPAPreparerPersonNm
PTINP01340068PTIN
Phone7813803520PhoneNum
Preparation2024-10-08PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$216,044,246FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$138ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$937,682InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$937,682InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$5,000DividendsRevAndExpnssAmt
Dividends Net Invst Incm$5,000DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$0NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$5,000,000GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$12,524,844OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$12,517,481OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$13,467,664TotalRevAndExpnssAmt
Total Net Invst Incm$13,460,163TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$551,165CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$330,699CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$1,123,539OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$7,519OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$1,123,539OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$234,247PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$1,052PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$235,699PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$138,126LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$133,958LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$68,013AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$12,777AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$34,007AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$241,906OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$0OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$216,575OtherProfFeesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$88,164DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$0DeprecAndDpltnNetInvstIncmAmt
Occupancy Rev And Expnss$126,782OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$0OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$126,782OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$63,991TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$64,037TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$432,255OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$458,644OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$3,068,188TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$21,348TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,723,940TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$12,000,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$12,000,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$15,068,188TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$21,348TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$14,723,940TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$1,600,524ExcessRevenueOverExpensesAmt
Net Investment Income$13,438,815NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$516,531CashBOYAmt
Cash EOY$116,738CashEOYAmt
Cash EOYFMV$116,738CashEOYFMVAmt
Sav And Temp Cash Invst BOY$11,753,246SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$5,172,230SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$5,172,230SavAndTempCashInvstEOYFMVAmt
Other Nts And Loans Rcvbl BOY$200,000OtherNtsAndLoansRcvblBOYAmt
Other Nts And Loans Rcvbl EOY$0OtherNtsAndLoansRcvblEOYAmt
Other Nts And Loans Rcvbl EOYFMV$0OtherNtsAndLoansRcvblEOYFMVAmt
Prepaid Expenses BOY$60,013PrepaidExpensesBOYAmt
Prepaid Expenses EOY$55,563PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$55,563PrepaidExpensesEOYFMVAmt
US Government Obligations BOY$23,432,615USGovernmentObligationsBOYAmt
US Government Obligations EOY$24,573,773USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$24,573,773USGovtObligationsEOYFMVAmt
Other Investments BOY$181,394,819OtherInvestmentsBOYAmt
Other Investments EOY$186,125,368OtherInvestmentsEOYAmt
Other Investments EOYFMV$186,125,368OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$393,062LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$393,062LandBldgEquipAccumDeprecAmt
Land BOY$88,164LandBOYAmt
Land EOY$0LandEOYAmt
Land EOYFMV$0LandEOYFMVAmt
Other Assets BOY$0OtherAssetsBOYAmt
Other Assets EOY$574OtherAssetsEOYAmt
Other Assets EOYFMV$574OtherAssetsEOYFMVAmt
Total Assets BOY$217,445,388TotalAssetsBOYAmt
Total Assets EOY$216,044,246TotalAssetsEOYAmt
Total Assets EOYFMV$216,044,246TotalAssetsEOYFMVAmt
Accounts Payable BOY$8,257AccountsPayableBOYAmt
Accounts Payable EOY$50,473AccountsPayableEOYAmt
Other Liabilities BOY$209,101OtherLiabilitiesBOYAmt
Other Liabilities EOY$37,531OtherLiabilitiesEOYAmt
Total Liabilities BOY$217,358TotalLiabilitiesBOYAmt
Total Liabilities EOY$88,004TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$217,228,030NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$215,956,242NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$217,228,030TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$215,956,242TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$217,445,388TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$216,044,246TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$217,228,030TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$1,600,524ExcessRevenueOverExpensesAmt
Other Increases$1,102,436OtherIncreasesAmt
Subtotal$216,729,942SubtotalAmt
Other Decreases$773,700OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$215,956,242TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyUS TSYPropertyDesc
How AcquiredPHowAcquiredCd
Acquired2022-07-07AcquiredDt
Sold2023-07-17SoldDt
Gross Sales Price$5,000,000GrossSalesPriceAmt
Cost Or Other Basis$5,000,000CostOrOtherBasisAmt
Gain Or Loss$0GainOrLossAmt
Gains Minus Excess Or Losses$0GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$0CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$186,800InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$186,800SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$186,800TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$155,395EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$67,500ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$222,895TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$1,044EsPenaltyAmt
Overpayment$35,051OverpaymentAmt
Applied To ES Tax$35,051AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateAKOrgReportOrRegisterStateCd
Org Report Or Register StateALOrgReportOrRegisterStateCd
Org Report Or Register StateAROrgReportOrRegisterStateCd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Org Report Or Register StateCTOrgReportOrRegisterStateCd
Org Report Or Register StateKSOrgReportOrRegisterStateCd
Org Report Or Register StateKYOrgReportOrRegisterStateCd
Org Report Or Register StateMAOrgReportOrRegisterStateCd
Org Report Or Register StateMDOrgReportOrRegisterStateCd
Org Report Or Register StateMEOrgReportOrRegisterStateCd
Org Report Or Register StateMIOrgReportOrRegisterStateCd
Org Report Or Register StateMNOrgReportOrRegisterStateCd
Org Report Or Register StateNCOrgReportOrRegisterStateCd
Org Report Or Register StateNJOrgReportOrRegisterStateCd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Org Report Or Register StateOHOrgReportOrRegisterStateCd
Org Report Or Register StateOKOrgReportOrRegisterStateCd
Org Report Or Register StateOROrgReportOrRegisterStateCd
Org Report Or Register StateRIOrgReportOrRegisterStateCd
Org Report Or Register StateSCOrgReportOrRegisterStateCd
Org Report Or Register StateTNOrgReportOrRegisterStateCd
Org Report Or Register StateVAOrgReportOrRegisterStateCd
Org Report Or Register StateWAOrgReportOrRegisterStateCd
Org Report Or Register StateWIOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled EntityYes (1)OwnControlledEntityInd
Donor Advised FundYes (1)DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressWWW.NEWMANSOWN.ORGWebsiteAddressTxt
Individual With BooksERIC FULLERIndividualWithBooksNm
Phone2032220136PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1ONE MORNINGSIDE DRIVE NORTHAddressLine1Txt
CityWESTPORTCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06880ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionYes (1)ForeignAccountsQuestionInd
Foreign CountryCAForeignCountryCd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnYes (1)FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business HoldingsYes (1)BusinessHoldingsInd
Excess Business Holdings0ExcessBusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (13 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ALEXANDRA AMOUYEL
ONE MORNINGSIDE DRIVE NORTHWESTPORTCT06880PRESIDENT / CEO (AS OF 4/23)40.00$261,769$26,320$0
SAMANTHA BURGAN
ONE MORNINGSIDE DRIVE NORTHWESTPORTCT06880ASST SECRETARY40.00$143,192$22,573$0
MIRIAM NELSON
ONE MORNINGSIDE DRIVE NORTHWESTPORTCT06880PRESIDENT / CEO (UNTIL 3/23)40.00$95,404$15,001$0
ERIC FULLER
ONE MORNINGSIDE DRIVE NORTHWESTPORTCT06880ASST TREASURER / CFO4.00$50,800$5,445$0
MICHAEL CLAYTON
ONE MORNINGSIDE DRIVE NORTHWESTPORTCT06880CHAIR1.00$0$0$0
BRIAN MURPHY
ONE MORNINGSIDE DRIVE NORTHWESTPORTCA06880VP / TREASURER1.00$0$0$0
CELIA ROADY
ONE MORNINGSIDE DRIVE NORTHWESTPORTCT06880SECRETARY1.00$0$0$0
ELSA CHIN
ONE MORNINGSIDE DRIVE NORTHWESTPORTCT06880DIRECTOR1.00$0$0$0
JOHN EVERETS
ONE MORNINGSIDE DRIVE NORTHWESTPORTCT06880DIRECTOR1.00$0$0$0
BRIDGETTE HELLER
ONE MORNINGSIDE DRIVE NORTHWESTPORTCT06880DIRECTOR1.00$0$0$0
ELLEN MARRAM
ONE MORNINGSIDE DRIVE NORTHWESTPORTCT06880DIRECTOR1.00$0$0$0
RAFAEL PEREZ-ESCAMILLA
ONE MORNINGSIDE DRIVE NORTHWESTPORTCT06880DIRECTOR1.00$0$0$0
FOR ADDITIONAL INFORMATION
ONE MORNINGSIDE DRIVE NORTHWESTPORTCT06880SEE STATEMENT 200.00$0$0$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee BenefitsEmployeeBenefitsAmtExpense AccountExpenseAccountAmt
FAITH FENNELLY
ONE MORNINGSIDE DRIVE NORTHWESTPORTCT06880DIRECTOR OF PHILANTH40.00$197,553$17,275$0
JEANETTE STALMACK
ONE MORNINGSIDE DRIVE NORTHWESTPORTCT06880FINANCE DIRECTOR28.00$129,910$20,934$0
KATHY SIEVER
ONE MORNINGSIDE DRIVE NORTHWESTPORTCT06880GRANTS MANAGER40.00$124,124$21,367$0
BRANDON BROOK
ONE MORNINGSIDE DRIVE NORTHWESTPORTCT06880CREATIVE MANAGER40.00$98,268$13,041$0
SAM LYMAN
ONE MORNINGSIDE DRIVE NORTHWESTPORTCT06880OPERATION AND GRANTS40.00$94,896$15,102$0
FieldValueIRS element (for citing)
Other Employee Paid Over50k4OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
HPR PARTNERS LLC DBA HUNTER
ONE WORLD TRADE CENTER FL 68NEW YORKNY10007PUBLIC RELATIONS$98,102
PROSKAUER ROSE LLP
1 INTERNATIONAL PLACEBOSTONMA02110LEGAL SERVICES$83,991
RSM US LLP
5155 PAYSPHERE CIRCLECHICAGOIL60674AUDIT AND CONSULTING SERVICES$73,500
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$23,243,158AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$10,587,001AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$186,583,733FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$220,413,892TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$220,413,892AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$3,306,208CashDeemedCharitableAmt
Net Vl Noncharitable Assets$217,107,684NetVlNoncharitableAssetsAmt
Minimum Investment Return$10,855,384MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$10,855,384MinimumInvestmentReturnAmt
Tax Based On Investment Income$186,800TaxBasedOnInvestmentIncomeAmt
Income Tax$1,119IncomeTaxAmt
Total Tax$187,919TotalTaxAmt
Distributable Before Adj$10,667,465DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$10,667,465DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$10,667,465DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$14,723,940ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$14,723,940QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$10,667,465DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$24,371,151ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$15,687,489ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$4,643,165ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$6,636,839ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$6,698,164ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$58,036,808TotalExcessDistributionCyovAmt
Qualifying Distributions$14,723,940QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$10,667,465AppliedToCurrentYearAmt
Remaining Distri From Corpus$4,056,475RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$62,093,283TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$24,371,151ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$37,722,132ExcessDistriCyovToNextYrAmt
Excess From Year4$15,687,489ExcessFromYear4Amt
Excess From Year3$4,643,165ExcessFromYear3Amt
Excess From Year2$6,636,839ExcessFromYear2Amt
Excess From Year1$6,698,164ExcessFromYear1Amt
Excess From Current Year$4,056,475ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (222 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
A BETTER CHANCE OF WESTPORT INC
PO BOX 2153WESTPORTCT06880PCGENERAL OPERATIONS - UNDERSERVED CHILDREN$5,000
A CHILDS HAVEN INC
20 MARTIN DRGREENVILLESC29617PCGENERAL OPERATIONS$5,000
AFRICA BRIDGE
PO BOX 115MARYLHURSTOR97036PCDAIRY COW CO-OP FOR CHILDREN$7,500
AFUTURESUPERHERO AND FRIENDS
4470 ATLANTIC AVE 7843LONG BEACHCA90807PCYOUTH PROGRAMS$5,000
ALTRUSA HOSPITALITY HOUSE INCORPORATED
1116 E MASON STGREEN BAYWI54301PCGENERAL OPERATIONS FOR PATIENTS AND THEIR FAMILIES$5,000
AMERICAN CIVIL LIBERTIES UNION FOUNDATION INC
125 BROAD STREET 18TH FLOORNEW YORKNY10004PCGENERAL OPERATIONS$10,000
AMERICAN INDIAN RESOURCE CENTER INC
110 W CHOCTAW STREETTAHLEQUAHOK74464PCTRADITIONAL CHEROKEE ECOLOGICAL KNOWLEDGE (T-CEK) FOR YOUTH$50,000
ANGEL VIEW INC
67625 E PALM CANYON DR SUITE 7ACATHEDRAL CITYCA92234PCRESPITE CARE AND PROGRAMS FOR DISABLED CHILDREN$5,000
ASPETUCK LAND TRUST INC
PO BOX 444WESTPORTCT068810444PCGENERAL OPERATIONS & BRIDGEPORT OUTREACH$45,000
ATLANTA CHILDRENS SHELTER INC
PO BOX 54322ATLANTAGA30308PCEARLY CHILDHOOD EDUCATION$2,500
BIG BROTHERS-BIG SISTERS AGENCY OF SANTA CRUZ COUNTY INC
1500 41ST AVE 250CAPITOLACA95010PCGENERAL OPERATIONS$5,000
BIG SUR LAND TRUST
509 HARTNELL STMONTEREYCA93940PCCARR LAKE PARK ARCHWAY SIGN$16,500
BLESSINGS IN A BACKPACK INC
4121 SHELBYVILLE RDLOUISVILLEKY40207PCINDIANA CHAPTER$5,000
BOY SCOUTS OF AMERICA
25 RAMAPO VALLEY RDCEDAR KNOLLSNJ07436PCBOY SCOUTS OF AMERICA PATRIOTS PATH COUNCIL$5,000
BOYS & GIRLS CLUB OF THE GRAND STRAND INC
1000 DUNBAR STMYRTLE BEACHSC29577PCFOOD/NUTRITION PROGRAM$18,000
BOYS AND GIRLS CLUBS OF PALM BEACH COUNTY INC
800 NORTHPOINT PARKWAY SUITE 204WEST PALM BEACHFL33407PCAFTER SCHOOL AND SUMMER PROGRAMS$10,000
BRANFORD FOOD PANTRY INC
30 HARRISON AVE 2BRANFORDCT06405PCSCHOOL SNACKS FOR KIDS$2,500
BREAKTHROUGH OF GREATER PHILADELPHIA INC
34 W COULTER STPHILADELPHIAPA19144PCBREAKTHROUGH SCHOLARS$2,500
BRIDGEPORT RESCUE MISSION INC
1088 FAIRFIELD AVENUEBRIDGEPORTCT06605PCCHILDREN'S PROGRAMS$2,500
CALIFORNIA INDIAN MUSEUM & CULTURAL CENTER
5250 AERO DRIVESANTA ROSACA95403PCTRADITIONAL FOOD SOVEREIGNTY AND SECURITY FOR NATIVE YOUTH$50,000
CALIFORNIA STATE UNIVERSITY SAN MARCOS FOUNDATION
333 S TWIN OAKS VALLEY RDSAN MARCOSCA92096PCEDUCATING TRIBAL YOUTH AND FAMILIES ABOUT NATIVE FOOD SOVEREIGNTY$40,000
CAMP CORRAL
801 N WEST STRALEIGHNC27603PCSUMMER KIDS CAMP$5,000
CAMP NO WORRIES INC
71 POWELL PLACE RDTABERNACLENJ08088PCGENERAL OPERATIONS$5,000
CAMPHILL COMMUNITIES CALIFORNIA
3920 FAIRWAY DRSOQUELCA95073PCCOMMUNITY ACTIVITIES PROGRAM$5,000
CANAL ALLIANCE
91 LARKSPUR STREETSAN RAFAELCA94901PCGENERAL OPERATIONS - IMMIGRANT CHILDREN AND THEIR FAMILIES$5,000
CASA OF NORTHWEST ARKANSAS INC
3825 CAWOOD LNSPRINGDALEAR72762PCGENERAL OPERATIONS - ADVOCATES FOR ABUSED CHILDREN$2,500
CASCADE EDUCATIONAL BROADCAST SERVICE
PO BOX 12147PORTLANDOR972120147PC107.1FM CAPITAL CAMPAIGN TO BUY XRAY, PRIMARY PORTLAND BROADCAST LICENSE$9,500
CASCADE PACIFIC RESOURCE CONSERVATION & DEVELOPMENT
PO BOX 2630CORVALLISOR97339PCHEALTHY SCHOOL MEALS FOR ALL$40,000
CENTER FOR DOMESTIC PEACE
734 A STREETSAN RAFAELCA94901PCGENERAL OPERATIONS$5,000
CHEF ANN FOUNDATION
5485 CONESTOGA CT 110FBOULDERCO80301PCTHE LUNCH BOX - SCHOOL NUTRITION PROGRAM$50,000
CHEYENNE RIVER YOUTH PROJECT INC
702 4TH STEAGLE BUTTESD57625PCYOUTH LEADERS IN FOOD SOVEREIGNTY$50,000
CHICKAHOMINY INDIAN TRIBE
8200 LOTT CARY ROADPROVIDENCE FORGEVA23140PCCHICKAHOMINY INDIAN TRIBE SUMMER CULTURE CAMP 2024$50,000
CHILDREN OF ARMENIA FUND INC
149 5TH AVE SUITE 500NEW YORKNY10011PCSUPPORT FOR ANNUAL OPERATING BUDGET/CHILD AND FAMILY CENTER IN HATSIK VILLAGE$22,500
CIRCLE OF CARE FOR FAMILIES WITH CANCER
144 DANBURY ROADWILTONCT06897PCGENERAL OPERATIONS$5,000
CIRCLE OF FRIENDS OF CONNECTICUT INC
40 KING STREETNORWALKCT06851PCGENERAL OPERATIONS - CHILDREN, TEENS AND YOUNG ADULTS$5,000
COLLEGE OF THE ATLANTIC
105 EDEN STREETBAR HARBORME04609PCGENERAL OPERATIONS$20,000
COMMUNITY FOOD ADVOCATES INC
115 BROADWAYNEW YORKNY10006PCCFA GENERAL OPERATING SUPPORT - MEALS FOR NYC PUBLIC SCHOOLS$40,000
COMMUNITY FOUNDATION FOR MONTEREY COUNTY
2354 GARDEN RDMONTEREYCA939405326PCMC STORM RELIEF FUND PAJARO$2,500
CONCORD YOUTH THEATRE INC
53 CHURCH STCONCORDMA01742PCTUITION SUPPORT FOR UNDERSERVED CHILDREN$10,000
CONDUCTIVE EDUCATION CENTER OF ORLANDO INC
931 S SEMORAN BLVD STE 220WINTER PARKFL32792PCEARLY INTERVENTION PROGRAM$2,500
CONNECT US INC
855 MAIN STBRIDGEPORTCT06604PCGENERAL OPERATIONS - YOUTH PROGRAMS IN BRIDGEPORT, CT$5,000
CONNECTICUT INSTITUTE FOR REFUGEES AND IMMIGRANTS INC
670 CLINTON AVEBRIDGEPORTCT06605PCGENERAL OPERATIONS - BRIDGEPORT$5,000
CONNECTICUT WOMENS HALL OF FAME INC
320 FITCH STREETNEW HAVENCT06515PCGENERAL OPERATIONS - ACHIEVEMENTS OF WOMEN AND GIRLS$10,000
COUNCIL OF CHURCHES OF GREATER BRIDGEPORT INC
1718 CAPITOL AVEBRIDGEPORTCT06604PCTHE FEED CENTER$5,000
COURT APPOINTED SPECIAL ADVOCATES OF SANTA CRUZ COUNTY
813 FREEDOM BLVDWATSONVILLECA95076PCGENERAL OPERATIONS - ADVOCATES FOR ABUSED CHILDREN$5,000
COVE COMMUNITIES SENIOR ASSOCIATION
73750 CATALINA WAYPALM DESERTCA92260PCNEWMAN THEATRE PROGRAMMING$5,000
COWLITZ INDIAN TRIBE
1055 9TH AVELONGVIEWWA98632GOVSUPPORTING FOOD SOVEREIGNTY WORK FOR YOUTH IN THE COWLITZ INDIAN TRIBE$50,000
CREATIVE YOUTH PRODUCTIONS INC
53 DAVIS AVEBRIDGEPORTCT06605PCGENERAL OPERATIONS$5,000
CULTURAL ALLIANCE OF FAIRFIELD COUNTY INC
301 WEST AVENORWALKCT06850PCNORWALK ART SPACE - YOUTH MUSIC EDUCATION$32,500
DAKOTA RURAL ACTION
PO BOX 549BROOKINGSSD570060549PCRE-IMAGINING COMMUNITY CENTERED FOOD SYSTEMS IN SD-NUTRITION EDUCATION FOR CHILDREN AND THEIR FAMILIES$65,000
DELAWARE COUNTY COMMUNITY PARTNERSHIP INC
PO BOX 450277GROVEOK74345PCSEED2SALES ENHANCEMENT - NUTRITIOUS FOOD FOR INDIGENOUS YOUTH$50,000
DEPENDABLE COMMUNITY DEVELOPMENT CORPORATION
3950 BRONXWOOD AVENUEBRONXNY10466PCSTUDENT SCHOLARSHIP FUND FOR CHILDREN 18 AND UNDER$2,500
DREAM OF WILD HEALTH
1308 E FRANKLIN AVENUE SUITE 203MINNEAPOLISMN55404PCGENERAL OPERATIONS - HEALTHY FOOD ACCESS FOR INDIGENOUS YOUTH AND THEIR FAMILIES$50,000
DRESSING ANGELS INC
4129 WARWICK HILLS DRWESLEY CHAPELFL335437145PCSERVING CHILDREN UNDER 18 WITH FOOD/CLOTHING$2,500
EARTH ISLAND INSTITUTE INC
2150 ALLSTON WAY SUITE 460BERKELEYCA94704PCRESTORING SACRED LAND & MISSISSIPPI FARM TO SCHOOL$47,500
EATS PARK CITY
1090 CENTER DRIVEPARK CITYUT84098PCCHILDREN'S PROGRAMS$5,000
ECHO HOSE HOOK AND LADDER AMBULANCE CORPS INC
379 CORAM AVESHELTONCT06484PCSCHOLARSHIPS FOR 15-17 YEAR OLDS IN MEMORY OF JON-ALEC CHERVIN$5,000
ECOTRUST
1140 SE 7TH AVENUE SUITE 150PORTLANDOR97214PCFOOD SYSTEMS PROJECTS$15,000
EDUCATION AND HOPE
PO BOX 486NORWALKCT06856PCGENERAL OPERATIONS$5,000
ELTON JOHN AIDS FOUNDATION INC
584 BROADWAYNEW YORKNY10012PCTHE ROCKET FUND$20,000
END HUNGER CONNECTICUT INC
800 CONNECTICUT BLVD SUITE 302AHARTFORDCT06108PCPOWER OF FOOD IN SCHOOLS$40,000
FAIRFIELD THEATRE COMPANY INC
70 SANFORD STREETFAIRFIELDCT06824PCGENERAL OPERATIONS$5,000
FAMILY SERVICES OF THE DESERT INC
14080 PALM DRIVE SUITE EDESERT HOT SPRINGSCA92240PCKIDS BACKPACK PROGRAM$2,500
FEED SEVEN GENERATIONS
PO BOX 1165ENUMCLAWWA98022PCFEEDING OUR FUTURE - NUTRITION EDUCATION FOR MUCKLESHOOT NATIVE YOUTH$50,000
FILM AND ENTERTAINMENT SOCCER TOURNAMENT INC
175 RIVERSIDE DR 15GNEW YORKNY10024PCCHILDREN'S PROGRAMS$2,500
FIRST NATIONS DEVELOPMENT INSTITUTE
2432 MAIN STREET 2ND FLOORLONGMONTCO80501PCGENERAL SUPPORT FOR BUILDING NATIVE AMERICAN COMMUNITY ASSETS FOR YOUTH AND THEIR FAMILIES$50,000
FOOD & WATER WATCH
1616 P ST NW 300WASHINGTONWA20036PCGENERAL OPERATIONS$5,000
FOOD DEPOT
1222 A SILER ROADSANTA FENM87507PCYOUTH FOOD PROGRAM$10,000
FOOD RESEARCH & ACTION CENTER INC
1200 18TH ST NW 400WASHINGTONDC20036PCADVANCING HEALTHY SCHOOL MEALS FOR ALL$225,000
FOODCORPS INC
80 BROAD ST SUITE 1303NEW YORKNY10004PCCONNECTING ALL CHILDREN TO NUTRITIOUS FOOD IN SCHOOLS$2,500,000
FOODWHAT INCORPORATED
1156 HIGH STREETSANTA CRUZCA950640000PCFOODWHAT, SCHOOL-BASED AFFORDABLE FARM STAND$40,000
FOXG1 RESEARCH INC
1 LUCKENBACH LNSANDS POINTNY110501903PCJOSIE'S TEAM$5,000
FRANKLIN G BURROUGHS SIMEON B CHAPIN ART MUSEUM
3100 S OCEAN BLVDMYRTLE BEACHSC29577PCKIDS ART PROGRAM$7,000
FRIENDS OF AMBLER FARM INC
257 HURLBUTT STWILTONCT06897PCSUMMER PROGRAM$2,500
FRIENDS OF THE CULTURAL CENTER INC
73000 FRED WARING DRIVEPALM DESERTCA92260PCEDUCATIONAL OUTREACH$10,000
FUND FOR UCAP
75 CARPENTER STREETPROVIDENCERI02903PCGENERAL OPERATIONS - EDUCATION PROGRAMS FOR AT-RISK YOUTH$5,000
GAMEROSITY
691 E VILAS RD STE 102CENTRAL POINTOR97502PCHERO PACKAGES FOR KIDS WITH CANCER$2,500
GATHER
210 WEST RD UNIT 3PORTSMOUTHNH03801PCMEALS 4 KIDS$5,000
GEORGIA ORGANICS INC
200 OTTLEY DR NE AATLANTAGA30324PCFARM TO SCHOOL INNOVATION MINI GRANTS 2023-2024$40,000
GRADES OF GREEN INC
1730 E HOLLY AVEEL SEGUNDOCA902454404PCYOUTH CORPS$3,000
GRAHAM-WINDHAM
ONE PIERREPONT PLAZA SUITE 901BROOKLYNNY11201PCGENERAL OPERATIONS - CHILDREN AND THEIR FAMILES$30,000
GRAND TETON NATIONAL PARK FOUNDATION
PO BOX 249MOOSEWY83001PCTRIBAL YOUTH INITIATIVE$5,000
GRAPEVINE GIVING FOUNDATION
64 BLEECKER STREETNEW YORKNY10012PCDONOR ADVISED FUND$112,525
GREATER NEWARK CONSERVANCY INC
32 PRINCE STREETNEWARKNJ07103PCCOALITION FOR HEALTHY FOOD IN NEWARK SCHOOLS$40,000
GREEN BRONX MACHINE INTERNATIONAL INC
3935 BLACKSTONE AVENUEBRONXNY104713715PCNUTRITIOUS FOOD IN SCHOOLS & PARTNERSHIP WITH STEPPING STONES RESIDENTIAL TREATMENT CENTER FOR YOUTH$45,000
GREEN VILLAGE INITIATIVE INC
135 CLARENCE STREETBRIDGEPORTCT06608PCGROWING YOUTH LEADERS IN BRIDGEPORT & YOUTH LEADERSHIP PROGRAM$55,000
GREY BEARS
2710 CHANTICLEER AVESANTA CRUZCA95065PCGENERAL OPERATIONS$5,000
GROUNDWORK CENTER FOR RESILIENT COMMUNITIES INC
414 E EIGHTH ST SUITE 204TRAVERSE CITYMI49686PCPOLICY AND ENGAGEMENT FOR MICHIGAN-GROWN FRUITS, VEGETABLES, AND DRY BEANS TO K-12 STUDENTS$40,000
GROW DAT YOUTH FARM
1 PALM DRNEW ORLEANSLA701244608PCGROW DAT YOUTH FARM GENERAL OPERATING SUPPORT$20,000
GROWINGGREAT
2711 N SEPULVEDA BLVD 279MANHATTAN BEACHCA902662725PCUNDERPRIVILEGED SCHOOLS$3,000
HAPPY TRAILS FOR KIDS
2525 OCEAN PARK BLVDSANTA MONICACA90405PCGENERAL OPERATIONS$5,000
HARLEM GROWN INC
127 W 127TH STREET ROOM 201NEW YORKNY10027PCSCHOOL PARTNERSHIPS$2,500
HEALTHY HARVEST OF NORTH IOWA
PO BOX 52HAMPTONIA50441PCEXPANDING FARM TO SCHOOL PROGRAMMING IN NORTH IOWA$40,000
HIGHLAND HALL INCORPORATED
17100 SUPERIOR STNORTHRIDGECA91325PCTUITION ASSISTANCE AND SCHOLARSHIP$40,000
HOLE IN THE WALL GANG FUND INC
555 LONG WHARF DRIVE FL 11NEW HAVENCT06511PCCAMPERSHIP & GENERAL OPERATIONS - MARYLAND LOCATION TO BENEFIT SERIOUSLY ILL CHILDREN$10,000
HOMELESS GARDEN PROJECT
PO BOX 617SANTA CRUZCA95061PCGENERAL OPERATIONS$10,000
HOSPICE OF SANTA CRUZ COUNTY
940 DISC DSCOTTS VALLEYCA95066PCGENERAL OPERATIONS$10,000
INDIVIDUALS NOW INC SOCIAL ADVOCATES FOR YOUTH
2447 SUMMERFIELD RDSANTA ROSACA95405PCONE COLD NIGHT$10,000
INTEGRATED REFUGEE & IMMIGRANT SERVICES INC
235 NICOLL STNEW HAVENCT06511PCAFTER SCHOOL PROGRAM$2,500
INTERNATIONAL RESCUE COMMITTEE INC
122 EAST 42ND STREETNEW YORKNY10168PCGENERAL OPERATIONS$10,000
JACOBS HEART CHILDRENS CANCER SUPPORT SERVICES
680 W BEACH STWATSONVILLECA95076PCGENERAL OPERATIONS$2,500
JANUS OF SANTA CRUZ
200 7TH AVESANTA CRUZCA95062PCGENERAL OPERATIONS$10,000
JDRF INTERNATIONAL
532 BROADHOLLOW RD 118MELVILLENY11747PCNORTHERN CALIFORNIA CHAPTER$2,500
JUILLIARD SCHOOL
60 LINCOLN CENTER PLAZANEW YORKNY10023PCGENERAL OPERATIONS - YOUTH EDUCATION AND PERFORMANCE ACTIVITIES$10,000
KAKE TRIBAL HERITAGE FOUNDATION
374 KEKU ROADKAKEAK99830PCINDIGENOUS YOUTH NUTRITION SECURITY IN KAKE, SOUTHEAST ALASKA$50,000
KIWANIS FOUNDATION OF HICKSVILLE INC
PO BOX 772HICKSVILLENY11802PCCHILDREN'S (18 YEARS AND UNDER) SCHOLARSHIP FUND$5,000
LA SOUPE INC
915 E MCMILLAN STCINCINNATIOH45206PCEDUCATE/ GIVE A CROCK PROGRAM IN SCHOOLS$5,000
LENSIC PERFORMING ARTS CENTER CORPORATION
211 W SAN FRANCISCO STREETSANTA FENM875012128PCYOUTH EDUCATIONAL PROGRAMING$5,000
LEUKEMIA & LYMPHOMA SOCIETY INC
10 G STREET NESUITEWA20002PCDARE TO DREAM PROJECT FOR CHILDREN$5,000
LIFE LAB SCIENCE PROGRAM
1156 HIGH STREETSANTA CRUZCA950641077PCGENERAL OPERATIONS FOR SCHOOL GARDENS$10,000
LIVING BREATH FOUNDATION
2031 MARSALA CIR 6437MONTEREYCA93940PCGENERAL OPERATIONS$5,000
MA KA HANA KA IKE BUILDING PROGRAM
PO BOX 968HANAHI96713PCMANA AINA MAULI OLA EDUCATION PROGRAM FOR INDIGENOUS YOUTH$50,000
MAKOCE AGRICULTURE DEVELOPMENT
PO BOX 163PORCUPINESD57772PCGENERAL OPERATIONS - COMMUNITY FOOD SYSTEM FOR INDIGENOUS YOUTH AND THEIR FAMILIES$50,000
MERCY LEARNING CENTER OF BRIDGEPORT INCORPORATED
637 PARK AVEBRIDGEPORTCT06604PCGENERAL OPERATIONS$5,000
METLAKATLA INDIAN COMMUNITY
8TH UPPER MILTON STMETLAKATLAAK99926PCCONNECTING INDIGENOUS YOUTH TO SUSTAINABLE FOOD SYSTEMS$30,000
MUSTANG HERITAGE FOUNDATION
1000 GATTIS SCHOOL RDROUND ROCKTX78664PCYOUTH AND MUSTANGS PROGRAM - SCHOLARSHIPS FOR CHILDREN 18 AND YOUNGER$10,000
MY FRIEND ABBY INC
12 GLENWOOD DRIVETRUMBULLCT06611PCPEER PROJECT GRANTS FOR STUDENTS$2,500
NALWOODI DENZHONE - STRENGTH AND BEAUTY COMMUNITY
PO BOX 758GLOBEAZ85502PCGENERAL OPERATIONS FOOD SYSTEMS AND YOUTH EDUCATION PROGRAM$50,000
NATIONAL REPERTORY ORCHESTRA INC COLORADO PHILHARMONIC
111 S MAIN STREETBRECKENRIDGECO80424PCCHILDRENS PROGRAMS$10,000
NATIONAL WILDLIFE FEDERATION
11100 WILDLIFE CENTER DRIVERESTONVA20190PCWIND RIVER YOUTH BUFFALO CULTURAL INSTITUTE$50,000
NATIVE SEEDS SOUTHWESTRN ENDANGERED ARIDLAND RESOURCES CLEARING HOUSE
3584 EAST RIVER ROADTUCSONAZ85718PCINDIGENOUS YOUTH SEED SAVERS$35,000
NEIGHBORHOOD PLAYHOUSE INC
340 EAST 54TH STREETNEW YORKNY10022PCGENERAL OPERATIONS$60,000
NEIGHBORHOOD STUDIOS OF FAIRFIELD COUNTY INC
150 ELM STBRIDGEPORTCT06608PCGENERAL OPERATIONS$2,500
NEW CANAAN COUNTRY SCHOOL INC
635 FROGTOWN ROADNEW CANAANCT06840PCGENERAL OPERATIONS - SUMMER ENRICHMENT$5,000
NEW MEXICO SCHOOL FOR THE ARTS ART INSTITUTE
500 MONTEZUMA AVE SUITE 200SANTA FENM87501PCSTUDENT TRANSPORTATION$5,000
NEW VENTURE FUND
1201 CONNECTICUT AVENUE NWWASHINGTONDC20036PCTHE SENTRY$30,000
NEW YORK PUBLIC RADIO
160 VARICK STREET FLOOR 7NEW YORKNY10013PCGENERAL OPERATIONS$5,000
NEW YORK RESTORATION PROJECT
254 W 31ST ST 14TH FLNEW YORKNY10001PCGENERAL OPERATIONS$5,000
NO GREATER SACRIFICE FOUNDATION
1101 PENNSYLVANIA AVENUE NW SUITEWASHINGTONWA20004PCCHILDREN'S EDUCATION$5,000300
NORTH AMERICAN TRADITIONAL INDIGENOUS FOOD SYSTEMS
920 E LAKE STMINNEAPOLISMN55407PCINDIGENOUS FOOD LAB FOR FAMILIES$50,000
NORWALK SEAPORT ASSOCIATION INC
213 LIBERTY SQUARENORWALKCT06855PCGENERAL OPERATIONS$5,000
OCEANIC ASCENT EDUCATION & ATHLETICS INC
BLDG CD MARINER AVEBARRIGADAGU96913PCLIL' SPROUTS ACADEMY SUMMER PROGRAM$43,045
OKIZU FOUNDATION
83 HAMILTON DRIVE SUITE 200NOVATOCA94949PCGENERAL OPERATIONS - CHILDHOOD CANCER SUPPORT$5,000
OKLAHOMA CONTEMPORARY ARTS CENTER INC
11 NW 11TH STOKLAHOMA CITYOK73103PCKIDS SUMMER ART CAMP$5,000
ONETRACK INTERNATIONAL
217 BONHAM RDDEDHAMMA02026PCONE TRACK INTERNATIONAL - BUILDING AWARENESS FOR GLOBAL ORPHAN CRISIS$5,000
OPERATION FREEDOM PAWS
13920 LLAGAS AVEGILROYCA95046PCGENERAL OPERATIONS$5,000
OREGON FOOD BANK INC
7900 NE 33RD DRIVEPORTLANDOR97211PCPOLICY LEADERSHIP COUNCIL$18,000
OREGON HEALTH AND SCIENCE UNIVERSITY FOUNDATION
2020 SW 4TH AVE SUITE 900PORTLANDOR97201PCACUTE LYMPHOBLASTIC LEUKEMIA RESEARCH$28,500
OUR CHILDRENS TRUST
PO BOX 5181EUGENEOR97405PCGENERAL OPERATIONS$5,000
OUR SISTERS SCHOOL INC
145 BROWNELL AVENEW BEDFORDMA02740PCUNDERPRIVILEGED GIRLS EDUCATION$25,000
OYATE NETWORKING PROJECT INC
PO BOX 316KYLESD57752PCMEDICINE ROOT GARDENING PROGRAM - NUTRITION EDUCATION FOR CHILDREN AND FAMILIES$75,000
PAINTED DESERT DEMONSTRATION PROJECTS INC
145 LEUPP ROADFLAGSTAFFAZ860040000PCPROMOTING NUTRITION AND INDIGENOUS FOOD SOVEREIGNTY THROUGH SCHOOL GARDENING$50,000
PAJARO VALLEY LOAVES AND FISHES INC
150 2ND STWATSONVILLECA95076PCGENERAL OPERATIONS$5,000
PALM SPRINGS AIR MUSEUM INC
745 N GENE AUTRY TRLPALM SPRINGSCA922625464PCEDUCATION PROGRAMS$5,000
PALM SPRINGS OPERA GUILD OF THE DESERT
70177 HWY 111 SUITE 202PALM SPRINGSCA92270PCOPERA IN THE PARK$15,000
PASEO ARTISTS ASSOCIATION INC
3024 PASEOOKLAHOMA CITYOK73103PCEDUCATION PROGRAMS$2,500
PENN STATE HEALTH
500 UNIVERSITY DRHERSHEYPA17033PCFOUR DIAMONDS FUND - BENEFITTING CHILDHOOD CANCER$5,000
POP WARNER LITTLE SCHOLARS INC
PO BOX 307LANGHORNEPA19047PCRAY TELLIER MIDGET FOOTBALL LEAGUE OF WEST HAVEN, INC. (WEST HAVEN SEAHAWKS)$2,500
PROPRIETORS OF THE BOSTON ATHENAEUM
10-1/2 BEACON STBOSTONMA02108PCEMPOWERING INTERNS PROGRAM$50,000
PROVIDENCE COLLEGE
1 CUNNINGHAM SQPROVIDENCERI02918PCONWARD WE LEARN SUMMER PROGRAM AT PC FOR HIGH SCHOOL STUDENTS$5,000
PROVIDENCE HOUSE INC
703 LEXINGTON AVENUEBROOKLYNNY112212206PCGENERAL OPERATIONS$5,000
PUTNEY SCHOOL INC
418 HOUGHTON BROOK RDPUTNEYVT05346PCTUITION SUPPORT FOR UNDERSERVED CHILDREN$10,000
RANCHO MIRAGE WRITERS FESTIVAL
71-100 CA-111RANCHO MIRAGECA92270PCGENERAL OPERATIONS$15,000
READ TO GROW INC
53 SCHOOL GROUND ROAD UNIT 3BRANFORDCT06405PCBOOKS FOR BABIES$2,500
RECENTER RACE & EQUITY IN EDUCATION INC
75 CHARTER OAK AVE 75 CHARTER OAKHARTFORDCT061061903PCEQUITY TEAMS FOR POSITIVE SCHOOL CHANGE (ETPSC)$2,500AVE
RED CLIFF BAND OF LAKE SUPERIOR CHIPPEWA
88385 PIKE RDBAYFIELDWI54814GOVINCREASING CAPACITY FOR GROWTH AT MINO BIMAADIZIIWIN TRIBAL FARM AND YOUTH CAMP$50,000
REGENTS OF THE UNIVERSITY OF CALIFORNIA
1111 FRANKLIN ST12TH FLOOROAKLANDCA94607PCSUPPORTING UNIVERSAL SCHOOL MEAL IMPLEMENTATION IN SANTA CLARA COUNTY$40,000
RMHC OF ARKOMA INC
MEDICAL CENTER 3215 N NORTHHILLSFAYETTEVILLEAR72703PCGENERAL OPERATIONS - RONALD MCDONALD HOUSE OF ARKOMA$2,500BLVD SUITE 4
ROCKEFELLER PHILANTHROPY ADVISORS
6 WEST 48TH STREET 10TH FLOORNEW YORKNY10035PCDONOR ADVISED FUND$400,000
ROUNDUP RIVER RANCH
8333 COLORADO RIVER RDGYPSUMCO81637PCA GRATEFUL HARVEST PROGRAM FOR SERIOUSLY ILL CHILDREN$5,000
SAFE WATER NETWORK
122 EAST 42ND STREET 28TH FLOORNEW YORKNY10168PCGENERAL OPERATIONS$180,000
SAMMIES FRIENDS
14647 MCCOURTNEY RDGRASS VALLEYCA95949PCNEVADA COUNTY ANIMAL SHELTER$5,000
SANDY HOOK PROMISE FOUNDATION
PO BOX 3489NEWTOWNCT06470PCGENERAL OPERATIONS - PROGRAMS FOR STUDENTS$5,000
SANTA CRUZ YOUTH MARITIME FOUNDATION
137 SPRING STSANTA CRUZCA95060PCSANTA CRUZ SEA SCOUTS$5,000
SANTA FE FARMERS' MARKET INSTITUTE
1607 PASEO DE PERALTASANTA FENM87501PCFOOD INSECURITY PROGRAMS$5,000
SAVE THE SOUND INC
900 CHAPEL STREETNEW HAVENCT06510PCGENERAL OPERATIONS$27,500
SCHOOL FOR ADVANCED RESEARCH
660 GARCIA STSANTA FENM87505PCCOMMUNITY EDUCATION$5,000
SCHOOL IN ROSE VALLEY
20 SCHOOL LNROSE VALLEYPA19063PCTUITION SUPPORT FOR UNDERSERVED CHILDREN$10,000
SECOND HARVEST FOOD BANK SANTA CRUZ COUNTY
800 OHLONE PKWYWATSONVILLECA95076PCGENERAL OPERATIONS$5,000
SENECA NATION
12837 ROUTE 438IRVINGNY14081GOVTRADITIONAL CORN PROCESSING CLASSES FOR YOUTH$9,430
SENIORS COUNCIL OF SANTA CRUZ AND SAN BENITO COUNTIES
234 SANTA CRUZ AVENUEAPTOSCA95003PCPROJECT SCOUT$2,500
SERIOUS FUN CHILDRENS NETWORK INC
228 SAUGATUCK AVENUENORWALKCT06880PCGENERAL OPERATIONS, SFCN SUPPORT CENTER & UNDERWRITE 2024 EVENT$4,655,000
SHEPHERDS INC
299 WASHINGTON AVEBRIDGEPORTCT06604PCSUPPORT FOR GALA ON 10/19/23 BENEFITTING UNDERSERVED CT YOUTH$10,000
SHIRLEY PROCTOR PULLER FOUNDATION INC
4133 CORTEZ WAY SOUTH STST PETERSBURGFL33712PCSPPF MASTR KIDS PROGRAM$25,000
SICANGU COMMUNITY DEVELOPMENT CORPORATION
PO BOX 236MISSIONSD57555PCCULTIVATING WICOZANI IN NATIVE YOUTH ON THE ROSEBUD RESERVATION$50,000
SKY DOG SANCTUARY INC
23823 MALIBU RD STE 50 347MALIBUCA90265PCGENERAL OPERATIONS$5,000
SOLAR RESPONDERS INC
902 BROADWAY FL 6NEW YORKNY10010PCGENERAL OPERATIONS$2,500
SOUL FIRE FARM INSTITUTE INC
1972 NY HIGHWAY 2PETERSBURGNY121386012PCYOUTH PROGRAM$50,000
SOUTH CAROLINA OVARIAN CANCER FOUNDATION
124 EDINBURGH CTGREENVILLESC29607PCBAGS OF HOPE$5,000
SOUTHWEST ORGANIZING PROJECT
211 10TH ST SWALBUQUERQUENM87102PCPROJECT FEED THE HOOD - YOUTH LEADERSHIP PROGRAM$40,000
SPECIAL OLYMPICS CONNECTICUT INC
2666 STATE STREET 1HAMDENCT06517PCPROGRAMS FOR CHILDREN$10,000
SPECIAL OLYMPICS FLORIDA INC
1915 DON WICKHAM DRCLERMONTFL34711PCCHILDREN'S PROGRAMS$5,000
ST PHILIPS ROMAN CATHOLIC CHURCH CORPORATION
218 QUEEN STPHILADELPHIAPA19147PCFOOD PANTRY$5,000
ST JUDE CHILDREN'S RESEARCH HOSPITAL
262 DANNY THOMAS PLACEMEMPHISTN38105PCGENERAL OPERATIONS$10,000
STEM TO THE FUTURE
1510 W 36TH ST 1LOS ANGELESCA90018PCBRICK BY BRICK PROGRAM - YOUTH FOOD JUSTICE$2,500
STERLING HOUSE COMMUNITY CENTER INC
2283 MAIN STSTRATFORDCT06615PCPROGRAMS FOR CHILDREN$5,000
SUSTAINABLE MOLOKAI
40 ALA MALAMA AVEKAUNAKAKAIHI96748PCSUSTAINABLE MOLOKAI GENERAL OPERATIONS - FOOD FOR YOUTH$50,000
TEACH FOR AMERICA - LOS ANGELES CHAPTER
PO BOX 411139BOSTONMA022411139PCPROGRAMS FOR UNDERSERVED CHILDREN$4,000
TEENS FOR FOOD JUSTICE INC
33 W 60TH ST STE 1211NEW YORKNY10023PCTEENS FOR FOOD JUSTICE$5,000
TEXAS TRIBAL BUFFALO PROJECT
PO BOX 701WAELDERTX78959PCCREATING YOUTH PATHWAYS TO CULTURAL CONNECTION$50,000
THE JEWISH HOME FOR THE ELDERLY OF FAIRFIELD COUNTY INC
4200 PARK AVEBRIDGEPORTCT06604PCGENERAL OPERATIONS$5,000
THE MANNA PROJECT INC
8791 MCBRIDE PARK COURTHARBOR SPRINGSMI49740PCCHILDREN, BACKPACKS$7,500
THE NEW SCHOOL
66 W 12TH STNEW YORKNY10011PCTHE NEW UNIVERSITY IN EXILE CONSORTIUM$5,000
THE NEXT STEP FUND INC
99 BISHOP ALLEN DRIVECAMBRIDGEMA02139PCGENERAL OPERATIONS$5,000
THE PAINTED TURTLE
17000 ELIZABETH LAKE RDLAKE HUGHESCA93532PCGENERAL OPERATIONS$5,000
THE RICHSTONE CENTER INC
13634 CORDARY AVEHAWTHORNECA90250PCPROGRAMS FOR ABUSED CHILDREN$7,500
THE SANTA FE OPERA
PO BOX 2408SANTA FENM875042408PCPUEBLO OPERA PROGRAM FOR NATIVE AMERICAN CHILDREN$15,000
THE TRUST FOR PUBLIC LAND - CT
101 WHITNEY AVE 2ND FLOORNEW HAVENCT06510PCGENERAL OPERATIONS$5,000
THESMALLSLIVE FOUNDATION INC
183 W 10TH STNEW YORKNY10014PCGENERAL OPERATIONS$5,000
THIRD SECTOR NEW ENGLAND INC
89 SOUTH STREET SUITE 700BOSTONMA02111PCMA FOOD FOR MA KIDS: INCENTIVIZING LOCAL & REGIONAL FOOD IN SCHOOL MEALS$40,000
TIDES CENTER
1012 TORNEY AVENUESAN FRANCISCOCA941291755PCADVANCING FARM TO SCHOOL AND EARLY CHILDHOOD EDUCATION$75,000
TRUSTEES OF TUFTS COLLEGE
150 HARRISON AVEBOSTONMA02111PCCHILDREN'S NUTRITION PROJECT$20,000
TYPE MEDIA CENTER INC
116 EAST 16TH STREET 8TH FLOORNEW YORKNY100030000PCGENERAL OPERATIONS$20,000
UNITED CEREBRAL PALSY OF THE INLAND EMPIRE
42-600 COOK ST SUITE 201PALM DESERTCA92211PCPROGRAMS FOR DISABLED YOUTH$5,000
UNIVERSITY OF ARKANSAS FOUNDATION INC
535 W RESEARCH CENTER BLVD 120FAYETTEVILLEAR72701PC2023 IFAI NATIVE YOUTH IN FOOD AND AGRICULTURE LEADERSHIP SUMMIT$20,000
UNIVERSITY OF MINNESOTA FOUNDATION
200 SE OAK ST 500MINNEAPOLISMN55455PCANNUAL CONFERENCE ON NATIVE AMERICAN NUTRITION - ONE SESSION SPONSORSHIP$10,000
UNIVERSITY OF OKLAHOMA FOUNDATION INC
UNIVERSITY OF OKLAHOMA FOUNDATIONNORMANOK73019PCTHE ENGAGEMENT AND LEARNING FUND FOR YOUTH EDUCATION, FRED JONES MUSEUM OF ART$10,000BLDG 100 W TIMBERDELL RD
VIEQUES CONCERT SOCIETY CORP
PO BOX 109VIEQUESPR007650000PCGENERAL OPERATIONS - CHILDREN'S MUSIC PROGRAM$2,500
VIVIAN BEAUMONT THEATER INC
150 W 65TH STNEW YORKNY10023PCOPEN STAGES EDUCATION PROGRAM$25,000
VOTERIDERS
171 PIER AVENUE 313SANTA MONICACA904055311PCOHIO AND ARIZONA VOTER ID HELP$40,000
WABANAKI HEALTH AND WELLNESS INC
PO BOX 1356BANGORME04402PCEMPOWERING YOUTH THROUGH CULTURE AND CONNECTION$50,000
WAI-ANAE COMMUNITY RE-DEVELOPMENT CORPORATION
85-600 FARRINGTON HWYWAIANAEHI96792PCHO-OWAIWAI YOUTH LEADERSHIP TRAINING PROGRAM (HYLT)$50,000
WASHINGTON UNIVERSITY
1 BROOKINGS DRST LOUISMT63130PCSTUDENT WRITING/ARTS/THEATER PROGRAMS$5,000
WELLNESS IN THE SCHOOLS INC
31 W 125TH STNEW YORKNY10027PCWELLNESS IN THE SCHOOLS & SCRATCHWORKS$100,000
WESTPORT LIBRARY ASSOC
6 HARRIS LNWESTPORTNY12993PCGENERAL OPERATIONS$5,000
WHITE MOUNTAIN APACHE TRIBE OF THE FORT APACHE RESERVATION ARIZONA
201 E WALNUT STREETWHITERIVERAZ85941GOVNDEE BIKIYAA CAPACITY BUILDING FOR INDIGENOUS YOUTH$50,000
WILD EARTH ALLIES INC
2 WISCONSIN CIRCLE SUITE 900CHEVY CHASEMD20815PCGENERAL OPERATIONS$50,000
WILLIAM J BRENNAN JR CENTER FOR JUSTICE INC
120 BROADWAY SUITE 1750NEW YORKNY10271PCDEMOCRACY PROGRAM$40,000
WORLD CONNECT INC
632 BROADWAY 12TH FLOORNEW YORKNY10012PCGENERAL OPERATIONS$2,500
WORTHY OF LOVE
5550 GROSVENOR BLVD 312LOS ANGELESCA90066PCBIRTHDAY PARTY PROGRAMMING FOR CHILDREN$5,000
WPKN INCORPORATED
277 FAIRFIELD AVENUEBRIDGEPORTCT06604PCGENERAL OPERATIONS$2,500
ZUNI YOUTH ENRICHMENT PROJECT
6 WEST 48TH STREET 10TH FLOORZUNINM10036PCFOOD SOVEREIGNTY FOR ZUNI YOUTH: IN-SCHOOL, AFTER-SCHOOL, AND IN THE COMMUNITY$75,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$12,000,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$937,682ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$5,000ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Business531190BusinessCd
Unrelated Business Taxbl Incm$6,793UnrelatedBusinessTaxblIncmAmt
Exclusion15ExclusionCd
Exclusion$12,517,481ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd

Other Revenue Described OtherRevenueDescribedGrp (2 entries)

DescDescExclusionExclusionAmt
FEDERAL TAX REFUND$547
OTHER INCOME$23

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$6,793UnrelatedBusinessTaxblIncmAmt
Exclusion$13,460,733ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$13,467,526TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$68,013Amt
Net Investment Income$12,777NetInvestmentIncomeAmt
Disbursements Charitable Prps$34,007DisbursementsCharitablePrpsAmt

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp (3 entries)

IdentifierIdentifierTxtForm And Line ReferenceFormAndLineReferenceDescMedium ExplanationMediumExplanationTxt
DISCLOSUREFROM 990-PF, PART VII-A, LINE 11PART VII-A , LINE 11 DISCLOSURE:THE FOUNDATION OWNS THE FOLLOWING INTERESTS IN THE FOLLOWING ENTITIES:NEWMAN'S OWN, INC. EIN: 06-1067660 100.0%SALAD KING, INC. EIN: 20-3562871 100.0%NO LIMIT, LLC EIN: 16-1709583 99.9%NO REAL ESTATE, LLC EIN: 46-3665850 99.9%SALAD KING, INC., NO LIMIT, LLC AND NO REAL ESTATE, LLC ARE PASS THROUGH ENTITIES. AS SUCH, THE FOUNDATION RECEIVES NORMAL DISTRIBUTIONS OF EACH ENTITY'S EARNINGS. NEWMAN'S OWN, INC., PREVIOUSLY A PASS THROUGH ENTITY, BECAME A C CORPORATION AS OF JANUARY 1, 2010. DURING 2023, NO DIVIDENDS WERE PAID.
DISCLOSUREFORM 990-PFTHE FOUNDATION'S POLICY IS TO RESERVE CASH AND/OR CASH EQUIVALENTS TO PAY FUTURE GRANTS.
DISCLOSUREFORM 990-PF, PART V11-B, LINE 1PART VIII, LINE 1 DISCLOSURE:THE COMPENSATION PAID, EMPLOYEE BENEFIT PLAN CONTRIBUTIONS, AND AVERAGE HOURS PER WEEK ARE BASED ON ALLOCATIONS AMONG NEWMAN'S OWN FOUNDATION AND ITS CONTROLLED ENTITIES. THE AMOUNTS REFLECTED ON THE 990-PF REPRESENT THE AMOUNTS ATTRIBUTABLE TO AND FUNDED BY NEWMAN'S OWN FOUNDATION ONLY. THE AVERAGE HOURS PER WEEK ASSUMES A WORK WEEK OF 40 HOURS FOR THE COMPENSATED OFFICERS.

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$24,573,773USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$24,573,773USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemPARTNERSHIP INVESTMENT INTERESTSCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$186,125,368BookValueAmt
EOYFMV$186,125,368EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$138,126LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$133,958DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescDUE FROM NOIDesc
EOY Book Value$574EOYBookValueAmt
EOYFMV$574EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescDescAmtAmt
BOOK/TAX DIFFERENCES FROM BROKERAGE ACCOUNT - NET US TREASURY INTEREST$633,823
BOOK/TAX DIFFERENCES FROM BROKERAGE ACCOUNT - ACCRUED MARKET DISCOUNT$139,877

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ADVERTISING$73,208$0$63,207
GENERAL ADMINISTRATIVE EXPENSES$49,530$0$37,249
INFORMATION TECHNOLOGY$61,218$0$59,655
OFFICE EXPENSE$3,512$0$8,646
INSURANCE$94,787$0$139,887
CHARITABLE PROGRAMING EXPENSES$150,000$0$150,000

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (7 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
PASS THROUGH ROYALTY INCOME FROM NO LIMIT, LLC$12,718,967$12,718,967$12,718,967
S CORPORATION K-1 FLOW THROUGH FROM SALAD KING, INC.$7,769$0$7,769
PASS THROUGH INCOME FROM SOUTHOCEAN REAL ESTATE PARTNERS-$3,392-$3,392-$3,392
PASS THROUGH RENTAL REAL ESTATE INCOME FROM NO REAL ESTATE, LLC-$198,094-$198,094-$198,094
PASS THROUGH INCOME FROM SOUTHOCEAN REAL ESTATE PARTNERS-$976$0-$976
FEDERAL TAX REFUND$547$547
OTHER INCOME$23$23

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAINSDesc
Amt$1,102,436Amt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail (3 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmt
DUE TO NO LIMIT$26,966$26,966
DUE TO NEWMAN'S OWN, INC.$182,135$0
DUE TO NO REAL ESTATE$0$10,565

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryOTHER PROFESSIONAL FEESCategoryTxt
Amt$241,906Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$216,575DisbursementsCharitablePrpsAmt

Transfers Frm Controlled Entities TransfersFrmControlledEntities

Transfers From Controlled Ent TransfersFromControlledEntGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1NO LIMIT LLCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1ONE MORNINGSIDE DRIVE NORTHAddressLine1Txt
CityWESTPORTCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06880ZIPCd
FieldValueIRS element (for citing)
EIN161709583EIN
DescDISTRIBUTION OF LLC ROYALTIESDesc
Amt$0Amt
FieldValueIRS element (for citing)
Total$8,272,225TotalAmt