ROBYDODD FAMILY CHARITABLE FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- ROBYDODD FAMILY CHARITABLE FOUNDATION (EIN 82-3237505)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-08
- IRS object ID
- 202413139349101331
- 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
- Depreciation Schedule
- Expenditure Responsibility Stmt
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Notes Loans Rcvbl Long Sch
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-08T13:00:14-06:00 | 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 | 823237505 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RobyDodd Family Charitable Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | ROBY | 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 | anne roby | PersonNm |
| Person Title | president | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2024-11-06 | 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 | $2,115,294 | 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 | $210 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $210 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $22,810 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $22,810 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $189,636 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $527,998 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $219,337 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $31,339 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $31,339 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $243,995 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $273,696 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $3,706 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,706 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,325 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $15,979 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,906 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $14,073 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $21,010 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,612 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $14,073 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $352,773 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $322,773 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $373,783 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,612 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $336,846 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$129,788 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $268,084 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $84,608 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $64,168 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $64,168 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $350,000 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl BOY | $250,000 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $350,000 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $350,000 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $1,418,965 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,165,230 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,655,126 | CorporateStockEOYFMVAmt |
| Other Investments EOY | $44,387 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $46,000 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,753,573 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,623,785 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,115,294 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $1,753,573 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,623,785 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,753,573 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,623,785 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,753,573 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,623,785 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,753,573 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$129,788 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,623,785 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,623,785 | 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 | $527,998 | GrossSalesPriceAmt |
| Cost Or Other Basis | $308,661 | CostOrOtherBasisAmt |
| Gain Or Loss | $219,337 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $219,337 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $219,337 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,726 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,726 | SubtotalAmt |
| Tax Based On Investment Income | $3,726 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $2,900 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $3,900 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $174 | OverpaymentAmt |
| Applied To ES Tax | $174 | 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 | CT | 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 | 55 WALLS DRIVE FL 3 | AddressLine1Txt |
| City | Fairfield | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06824 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| 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 | Yes (true) | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (true) | MaintainedExpenditureRspnsInd |
| 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| Gabriella R Dodd | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Treas | 1.0 | $0 | $0 | $0 |
| Georgia G Dodd | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Lawrence R Dodd | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Leah R Dodd | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Sec | 1.0 | $0 | $0 | $0 |
| Anne K Roby | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Pres, Dir | 1.0 | $0 | $0 | $0 |
| 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 | $1,668,378 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $64,443 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $372,600 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,105,421 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,105,421 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $31,581 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,073,840 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $103,692 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $103,692 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,726 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,726 | TotalTaxAmt |
| Distributable Before Adj | $99,966 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $99,966 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $99,966 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $336,846 | 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 | $336,846 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $99,966 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $14,954 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $46,681 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $110,818 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $179,781 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $82,533 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $434,767 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $336,846 | QualifyingDistributionsAmt |
| Applied To Current Year | $99,966 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $236,880 | RemainingDistriFromCorpusAmt |
| Total Corpus | $671,647 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $14,954 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $656,693 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $46,681 | ExcessFromYear4Amt |
| Excess From Year3 | $110,818 | ExcessFromYear3Amt |
| Excess From Year2 | $179,781 | ExcessFromYear2Amt |
| Excess From Year1 | $82,533 | ExcessFromYear1Amt |
| Excess From Current Year | $236,880 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Anne K Roby | ContributingManagerNm |
| Contributing Manager | Lawrence R Dodd | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (34 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| DANBURY HOSPITAL & NEW MILFORD HOSPITAL FOUNDATION | |||||||
| 24 HOSPITAL AVE | DANBURY | CT | 06810 | N/A | PC | Youth Academy for Latino Leaders | $20,000 |
| FAMILY JUSTICE CENTER OF ERIE COUNTY INC | |||||||
| 438 MAIN ST STE 201 | BUFFALO | NY | 14202 | N/A | PC | General & Unrestricted | $5,000 |
| FINE ARTS RADIO INC | |||||||
| PO BOX 920 | MONROE | CT | 06468 | N/A | PC | General & Unrestricted | $200 |
| FRED HUTCHINSON CANCER RESEARCH CENTER | |||||||
| 1100 FAIRVIEW AVE N PO BOX 19024 | SEATTLE | WA | 98109 | N/A | PC | Charitable Event | $1,023 |
| HIM FOR HER INC | |||||||
| 843 LONGRIDGE RD | OAKLAND | CA | 94610 | N/A | PC | Charitable Event | $1,000 |
| HUMAN RIGHTS CAMPAIGN FOUNDATION | |||||||
| 1640 RHODE ISLAND AVE NW | WASHINGTON | DC | 20036 | N/A | PC | Charitable Event | $30,000 |
| HUMAN RIGHTS CAMPAIGN FOUNDATION | |||||||
| 1640 RHODE ISLAND AVE NW | WASHINGTON | DC | 20036 | N/A | PC | General & Unrestricted | $15,000 |
| JACKIE ROBINSON FOUNDATION INC | |||||||
| 75 VARICK ST 2ND FL | NEW YORK | NY | 10013 | N/A | PC | General & Unrestricted | $10,000 |
| MAUI HUMANE SOCIETY INC | |||||||
| PO BOX 1047 | PUUNENE | HI | 96784 | N/A | PC | General & Unrestricted | $2,500 |
| MICHAEL J FOX FOUNDATION FOR PARKINSONS RESEARCH | |||||||
| GRAND CENTRAL STA PO BOX 4777 | NEW YORK | NY | 10163 | N/A | PC | Supporting research for developing a novel platform for patient selection and disease tracking using super-resolution microscopy and AI | $34,000 |
| NATIONAL ACADEMY OF ENGINEERING FUND | |||||||
| 2101 CONSTITUTION AVE NW NAS 3 | WASHINGTON | DC | 20418 | N/A | SO I | General & Unrestricted | $10,000 |
| NERDY GIRL SUCCESS INC | |||||||
| 704 NEWTON DR | RICHMOND | TX | 77469 | N/A | PC | General & Unrestricted | $2,500 |
| NORTH SALEM OPEN LAND FOUNDATION INC | |||||||
| PO BOX 176 | NORTH SALEM | NY | 10560 | N/A | PC | General & Unrestricted | $5,000 |
| NORTHERN DUTCHESS HOSPITAL | |||||||
| 6511 SPRING BROOK AVE | RHINEBECK | NY | 12572 | N/A | PC | General & Unrestricted | $2,500 |
| NORWALK HOSPITAL FOUNDATION INC | |||||||
| 34 MAPLE ST | NORWALK | CT | 06856 | N/A | PC | Charitable Event | $10,000 |
| NUVANCE HEALTH | |||||||
| 45 READE PL | POUGHKEEPSIE | NY | 12601 | N/A | SO III FI | Health, Equity, Diversity and Inclusion Program | $25,000 |
| OFF THE STREETS INC | |||||||
| PO BOX 591 | BETHEL | CT | 06801 | N/A | PC | General & Unrestricted | $10,000 |
| PTA ALABAMA CONGRESS | |||||||
| 8861 MOORES MILL RD | MERIDIANVILLE | AL | 35759 | N/A | PC | General & Unrestricted | $250 |
| RIDGEFIELD OPERATION FOR ANIMAL | |||||||
| 45 S ST | RIDGEFIELD | CT | 06877 | N/A | PC | General & Unrestricted | $2,500 |
| ROBERT POTTER LEAGUE FOR ANIMALS INC | |||||||
| 87 OLIPHANT LN | MIDDLETOWN | RI | 02842 | N/A | PC | General & Unrestricted | $2,000 |
| ROSWELL PARK ALLIANCE FOUNDATION | |||||||
| ELM AND CARLTON ST | BUFFALO | NY | 14263 | N/A | PC | Charitable Event | $10,000 |
| SAMUEL READY SCHOLARSHIPS INC | |||||||
| PO BOX 202 | RIDERWOOD | MD | 21139 | N/A | SO III NFI | Expenditure Responsibility Grant | $30,000 |
| ST JOHN RESCUE INC | |||||||
| PO BOX 1225 | ST JOHN | VI | 00831 | N/A | PC | O2 Concentrators fund | $5,000 |
| ST MICHAELS ABBEY FOUNDATION | |||||||
| 27977 SILVERADO CANYON RD | SILVERADO | CA | 92676 | N/A | PC | General & Unrestricted | $500 |
| THE CENTER FOR EMPOWERMENT AND EDUCATION INC | |||||||
| DANBURY INC 2 WEST ST | DANBURY | CT | 06810 | N/A | PC | General & Unrestricted | $10,000 |
| THE CENTER FOR EMPOWERMENT AND EDUCATION INC | |||||||
| DANBURY INC 2 WEST ST | DANBURY | CT | 06810 | N/A | PC | Charitable Event | $1,300 |
| THE NEW AMERICAN DREAM FOUNDATION INC | |||||||
| 32 FARVIEW AVE 2ND FL | DANBURY | CT | 06810 | N/A | PC | Emergency Fund | $15,000 |
| THE NEW AMERICAN DREAM FOUNDATION INC | |||||||
| 32 FARVIEW AVE 2ND FL | DANBURY | CT | 06810 | N/A | PC | Charitable Event | $2,500 |
| THE NEW AMERICAN DREAM FOUNDATION INC | |||||||
| 32 FARVIEW AVE 2ND FL | DANBURY | CT | 06810 | N/A | PC | General & Unrestricted | $5,000 |
| THE NEW AMERICAN DREAM FOUNDATION INC | |||||||
| 32 FARVIEW AVE 2ND FL | DANBURY | CT | 06810 | N/A | PC | The New American Dream Foundation College Scholarship fund for immigrant youths | $5,000 |
| TOWN & VILLAGE CONSERVATIVE SYNAGOGUE INC | |||||||
| 334 E 14TH ST | NEW YORK | NY | 10003 | N/A | PC | General & Unrestricted | $5,000 |
| VILLANOVA UNIVERSITY | |||||||
| 800 E LANCASTER AVE | VILLANOVA | PA | 19085 | N/A | PC | CEER Project | $50,000 |
| VILLANOVA UNIVERSITY | |||||||
| 800 E LANCASTER AVE | VILLANOVA | PA | 19085 | N/A | PC | Charitable Event | $5,000 |
| WOMENS BUSINESS DEVELOPMENT COUNCIL INC | |||||||
| 184 BEDFORD ST SUITE 201 | STAMFORD | CT | 06901 | N/A | PC | General & Unrestricted | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $352,773 | 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 | $210 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $22,810 | 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 | $189,636 | 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 | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| K-1 Inc/Loss | 14 | $89 |
| INTEREST INCOME FROM NOTES | 14 | $31,250 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $243,995 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $243,995 | 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 |
Depreciation Schedule DepreciationSchedule
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | Results Of VerificationResultsOfVerificationTxt |
|---|---|---|---|---|---|---|---|---|---|---|
| SAMUEL READY SCHOLARSHIPS INC | ||||||||||
| PO BOX 202 | RIDERWOOD | MD | 21139 | 2021-12-07 | $30,000 | TO SUPPORT GENERAL OPERATING EXPENSES (INSTALLMENT 1 OF 4) | $30,000 | NO | 07/18/2022, 07/25/2023 | none necessary |
| SAMUEL READY SCHOLARSHIPS INC | ||||||||||
| PO BOX 202 | RIDERWOOD | MD | 21139 | 2022-07-29 | $30,000 | TO SUPPORT GENERAL OPERATING EXPENSES (INSTALLMENT 2 OF 4) | $30,000 | NO | 07/25/2023 | NONE NECESSARY |
| SAMUEL READY SCHOLARSHIPS INC | ||||||||||
| PO BOX 202 | RIDERWOOD | MD | 21139 | 2023-07-28 | $30,000 | TO SUPPORT GENERAL OPERATING EXPENSES (INSTALLMENT 3 OF 4) | $30,000 | NO | 07/15/2024 | NONE NECESSARY |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | FORM 990-PF, PARTS I AND XIV: | IdentifierTxt |
| Form And Line Reference | Form 990-PF, Parts I and XIV | FormAndLineReferenceDesc |
| Medium Explanation | TOTAL Part I, Line 25, Column (a) and Part XIV, Line 3a: $352,773 Less amount not treated as qualifying distribution: $30,000 TOTAL Part I, Line 25, Column (d): $322,773 | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (105 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABS | $11,318 | $11,888 |
| ABM INDS INC | $398 | $450 |
| ACCENTURE PLC | $7,435 | $8,711 |
| ADOBE SYSTEMS, INC | $10,364 | $13,233 |
| AIR LEASE CORP | $463 | $562 |
| ALLISON TRANMISSION HOLDINGS | $517 | $519 |
| ALPHABET INC CL A | $39,208 | $55,876 |
| ALPHABET INC CL C | $12,972 | $17,616 |
| AMAZON COM | $21,442 | $23,551 |
| AON PLC CL A | $7,787 | $9,062 |
| APPLE INC | $244,977 | $346,554 |
| ARK AUTONOMOUS TECHNOLOGY & RO | $4,903 | $3,462 |
| ARK FINTECH INNOVATION ETF | $5,008 | $2,758 |
| ARK GENOMIC REVOLUTION MULTI S | $4,934 | $1,969 |
| ARK INNOVATION ETF | $5,651 | $2,619 |
| ARK NEXT GENERATION INTERNET E | $4,861 | $2,657 |
| AUTODESK, INC | $5,937 | $5,198 |
| AUTOMATIC DATA PROCESSING INC | $6,434 | $7,688 |
| BANK OZK | $553 | $775 |
| BLACKROCK ESG CAPITAL ALLOCATI | $50,001 | $40,325 |
| BOOZ ALLEN HAMILTON HOLDING CO | $722 | $767 |
| BROADRIDGE FINANCIAL | $639 | $763 |
| BROOKFIELD INFRASTRUCTURE ORD | $490 | $618 |
| BRUNSWICK CORP | $533 | $750 |
| BWX TECHNOLOGIES INC | $623 | $627 |
| CABLE ONE INC | $458 | $423 |
| CALVERT SHORT DURATION INCOME | $26,989 | $25,557 |
| CARLISLE COS INC | $530 | $696 |
| CHEMED CORP | $519 | $591 |
| CHESAPEAKE UTILITIES CORP | $409 | $474 |
| CHORD ENERGY CORP | $537 | $535 |
| CHURCHILL DOWNS INC | $588 | $728 |
| CIVITAS SOLUTIONS INC | $641 | $567 |
| COGENT COMMUNICATIONS GROUP, I | $537 | $634 |
| COGNEX CORPORATION | $351 | $419 |
| COHEN & STEERS INC | $506 | $745 |
| CONCENTRIX CORP | $284 | $335 |
| CSL LTD | $5,628 | $5,057 |
| CUBESMART | $403 | $556 |
| DOMINOS PIZZA INC | $538 | $627 |
| DOMYX | $26,565 | $24,332 |
| ELEMENT SOLUTIONS INC | $405 | $518 |
| ENCOMPASS HEALTH CORPORATION | $643 | $684 |
| EXP WORLD HOLD INC | $476 | $509 |
| FACTSET RESH SYST INC | $537 | $597 |
| GFL ENVIRONMENTAL SUBORDINATE | $566 | $663 |
| GLOBANT SA | $2,138 | $2,942 |
| GLOBE LIFE INC | $493 | $533 |
| HAMILTON LANE INC | $637 | $890 |
| HENRY JACK & ASSOC INC | $506 | $584 |
| HOME BANCSHARES INC | $531 | $675 |
| HUNTINGTON INGALLS INDUSTRIES | $349 | $417 |
| ICON PLC - AMERICAN DEPOSITARY | $10,500 | $11,606 |
| INSPERITY INC | $561 | $680 |
| INTER PARFUMS INC | $585 | $651 |
| KINSALE CAPITAL GROUP INC | $749 | $594 |
| KULICKE AND SOFFA INDUSTRIES, | $476 | $631 |
| L'OREAL ADR | $5,917 | $8,210 |
| LANDSTAR SYSTEM | $482 | $564 |
| LEMAITRE VASCULAR, INC | $547 | $647 |
| LINDE PLC COM | $435,405 | $792,671 |
| LITTELFUSE, INC | $482 | $585 |
| LVMH MOET HENN UNSP | $5,229 | $6,985 |
| MAINSTAY CBRE GLOBAL INFRASTRU | $26,846 | $25,567 |
| MASTERCARD INC | $8,686 | $10,635 |
| MATADOR RESOURCES COMPANY | $693 | $650 |
| MICROSOFT CORP | $12,093 | $18,560 |
| MORNINGSTAR, INC | $463 | $592 |
| MSCI INC | $4,765 | $5,310 |
| NESTLE S.A | $5,074 | $4,879 |
| NEXSTAR MEDIA GROUP, INC | $533 | $600 |
| NORDSON CP | $536 | $665 |
| NORTHERN OIL & GAS, INC | $695 | $668 |
| NOVO NORDISK A S | $5,678 | $5,960 |
| PAX ELLEVATE GLBL WOMENS | $26,467 | $25,162 |
| PERRIGO CO PLC | $486 | $536 |
| POOL CORP | $452 | $572 |
| POWER INTEGRATIONS, INC | $506 | $594 |
| PROSPERITY BANC SHARES, INC | $391 | $520 |
| QUAKER CHEMICAL CORP | $404 | $614 |
| QUEST DIAGNOSTICS | $543 | $601 |
| RELIANCE STL & ALMN | $772 | $871 |
| SAP AKTIENGESELL ADS | $11,913 | $13,604 |
| SERVICE NOW | $3,855 | $7,184 |
| SHUTTERSTOCK INC | $492 | $654 |
| SIEMENS HEALTHINEERS AG | $9,665 | $9,918 |
| SPDR BARCLAYS CAPITAL 1-3 MONT | $4,135 | $4,126 |
| SPDR TR/SSGA GENDER DIVERSITY | $24,996 | $23,749 |
| STANDEX INTERNATIONAL CORP | $643 | $710 |
| STERIS PLC | $665 | $675 |
| STEVANATO GROUPS | $192 | $194 |
| TERRENO RLTY CORPCOM | $489 | $590 |
| TETRA TECH INC | $618 | $692 |
| THE ENSIGN GROUP, INC | $769 | $893 |
| THERMO FISHER SCIENTIFIC INC | $6,740 | $6,774 |
| TRANSUNION COM USD0.01 | $323 | $471 |
| TRAVEL+LEISURE CO | $490 | $571 |
| U.S. PHYSICAL THERAPY INC | $567 | $607 |
| UFP INDUSTRIES | $453 | $610 |
| UNIFIRST CP | $435 | $486 |
| UNIVERSAL DISPLAY CORP | $640 | $831 |
| VALMONT INDUSTRIES INC | $605 | $618 |
| VISA INC | $8,704 | $10,249 |
| WINGSTOP INC | $484 | $697 |
| WORKDAY INC | $9,407 | $12,557 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| GOLDEN SEEDS ANNUAL FUND 2023 | $14,387 | $15,000 |
| GS CADENZA LLC | $30,000 | $31,000 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $14,023 | $14,023 | |
| Bank Charges | $204 | $204 | |
| K-1 Exp GOLDEN SEEDS ANNUAL FU | $702 | $702 | |
| K-1 Exp GS CADENZA LLC | $1,000 | $1,000 | |
| State or Local Filing Fees | $50 | $50 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| K-1 Inc/Loss GOLDEN SEEDS ANNUAL FUND 2023 LLC | $89 | $89 |
| Interest Income from Notes | $31,250 | $31,250 |
Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch
Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLongGrp (2 entries)
| Loan OriginalLoanOriginalAmt | Balance DueBalanceDueAmt | NoteNoteDt | Loan MaturityLoanMaturityDt | Repayment TermsRepaymentTermsTxt | InterestInterestRt | Security Provided BorrowerSecurityProvidedBorrowerTxt | Loan PurposeLoanPurposeTxt | Lender ConsiderationLenderConsiderationDesc |
|---|---|---|---|---|---|---|---|---|
| OTAVA INC | ||||||||
| $100,000 | $100,000 | 2023-02 | 2025-02 | PRIN & INT DUE AT MATURITY | 6. | NONE | INVESTMENT | N/A 0 N/A 0 |
| VERITE DIVERSITY BUSINESS FUND | ||||||||
| $125,000 | $250,000 | 2021-05 | 2026-10 | INT QUARTERLY, PRIN AT MATURITY | 12.5 | NONE | INVESTMENT | N/A 0 N/A 0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $3,706 | Amt |
| Net Investment Income | $3,706 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2023 | $1,000 |
| 990-PF Excise Tax for 2022 | $325 |