HUISKING FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- HUISKING FOUNDATION INC (EIN 13-6117501)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-20
- IRS object ID
- 202501409349100605
- Schema version
- 2024v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-20T07:39:18-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 273858252 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DEAN DORTON ALLEN FORD PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4130 PARKLAKE AVE STE 400 | AddressLine1Txt |
| City | RALEIGH | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27612 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136117501 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HUISKING FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HUIS | BusinessNameControlTxt |
| Phone | 9194262665 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10912 BRIMFIELD COURT | AddressLine1Txt |
| City | RALEIGH | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27614 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FRANK HUISKING | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 9194262665 | PhoneNum |
| Signature | 2025-05-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHELLE FOOTE | PreparerPersonNm |
| PTIN | P01387279 | PTIN |
| Phone | 9198792909 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $37,878,797 | 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 | $31,718 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $717 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $717 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $832,173 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $832,173 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$95,984 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $8,328,380 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $768,624 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $832,890 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $45,000 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $4,500 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $40,500 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $21,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,700 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $14,800 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $95,248 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $95,248 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $13,193 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $344 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $3,099 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $1,400 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $280 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,120 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $187 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $187 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $176,028 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $104,072 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $59,706 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,864,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,864,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,040,028 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $104,072 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,923,706 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,271,404 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $728,818 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $32,214 | CashBOYAmt |
| Cash EOY | $45,992 | CashEOYAmt |
| Cash EOYFMV | $45,992 | CashEOYFMVAmt |
| Corporate Stock BOY | $34,088,639 | CorporateStockBOYAmt |
| Corporate Stock EOY | $32,804,709 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $37,832,805 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $34,120,853 | TotalAssetsBOYAmt |
| Total Assets EOY | $32,850,701 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $37,878,797 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $22,503 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $23,755 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $22,503 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $23,755 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $34,098,350 | CapitalStockBOYAmt |
| Capital Stock EOY | $32,826,946 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $34,098,350 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $32,826,946 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $34,120,853 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $32,850,701 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $34,098,350 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,271,404 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $32,826,946 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $32,826,946 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| CHARLES SCHWAB | $3,793,048 | $3,299,248 | $493,800 | $493,800 | |
| CHARLES SCHWAB | $4,444,083 | $5,125,116 | -$681,033 | -$681,033 | |
| CAPITAL GAINS DIVIDENDS | $91,249 | $91,249 | $91,249 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$95,984 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $10,131 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $10,131 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $10,131 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,241 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $10,241 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $50 | EsPenaltyAmt |
| Overpayment | $60 | OverpaymentAmt |
| Applied To ES Tax | $60 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CT | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | HUISKINGFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | FRANK R HUISKING JR | IndividualWithBooksNm |
| Phone | 9194262665 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10912 BRIMFIELD COURT | AddressLine1Txt |
| City | RALEIGH | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27614 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (11 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 | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| FRANK R HUISKING | |||||||||
| 640 FEARRINGTON POST | PITTSBORO | NC | 27312 | TREASURER/DIRECTOR | 10.00 | $0 | $0 | $0 | |
| WILLIAM W HUISKING | |||||||||
| 65 ANDOVER TERRACE | GLEN ROCK | NJ | 07452 | PRESIDENT/DIRECTOR | 2.00 | $0 | $0 | $0 | |
| JEAN M STEINSCHNEIDER | |||||||||
| 23 PEQUOT TRAIL | WESTPORT | CT | 06880 | DIRECTOR | 0.50 | $0 | $0 | $0 | |
| MARGARET MCCRARY | |||||||||
| 1400 VILLAGE SQUARE BLVD STE 3 PMB | TALLAHASSEE | FL | 32312 | DIRECTOR | 0.50 | $0 | $0 | $0 | 161 |
| CLAIREMARIE FIELD | |||||||||
| 2413 WEST 17TH STREET | WILMINGTON | DE | 19806 | VICE PRESIDENT/DIRECTOR | 2.00 | $0 | $0 | $0 | |
| CHARLES L HUISKING | |||||||||
| 7304 CHELSEA CT | UNIVERSITY PARK | FL | 34201 | DIRECTOR | 0.50 | $0 | $0 | $0 | |
| HELEN CRAWFORD | |||||||||
| 18081 SE COUNTRY CLUB DRIVE - APT | TEQUESTA | FL | 33458 | DIRECTOR | 0.50 | $0 | $0 | $0 | 72 |
| PAUL HUISKING | |||||||||
| 58 ST DUNSTANS ROAD | ASHEVILLE | NC | 28803 | DIRECTOR | 0.50 | $0 | $0 | $0 | |
| CONSTANCE HUISKING | |||||||||
| 1680 COBBLE CREEK WAY | CUMMING | GA | 30041 | DIRECTOR | 0.50 | $0 | $0 | $0 | |
| JEAN SHANKS | |||||||||
| 38 VILLAGE PLACE | MOUNTAIN BROOK | AL | 35213 | DIRECTOR | 0.50 | $0 | $0 | $0 | |
| NATHAN FIELD | |||||||||
| 1100 LOVERING AVENUE | WILMINGTON | DE | 19806 | DIRECTOR | 0.50 | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $37,450,500 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $165,963 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $37,616,463 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $37,616,463 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $564,247 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $37,052,216 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,852,611 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,852,611 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $10,131 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $10,131 | TotalTaxAmt |
| Distributable Before Adj | $1,842,480 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,842,480 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,842,480 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,923,706 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,923,706 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,842,480 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $92,906 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $90,807 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $37,154 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,315 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $89,187 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $312,369 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,923,706 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,842,480 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $81,226 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $393,595 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $92,906 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $300,689 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $90,807 | ExcessFromYear4Amt |
| Excess From Year3 | $37,154 | ExcessFromYear3Amt |
| Excess From Year2 | $2,315 | ExcessFromYear2Amt |
| Excess From Year1 | $89,187 | ExcessFromYear1Amt |
| Excess From Current Year | $81,226 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | FRANK R HUISKING | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 640 FEARRINGTON POST | AddressLine1Txt |
| City | PITTSBORO | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27312 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2037882662 | RecipientPhoneNum |
| Recipient Email Address | FRH1027@LIVE.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | N/A | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | N/A | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (205 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| A LEG TO STAND ON | ||||||
| 401 PARK AVENUE SOUTH | NEW YORK | NY | 10016 | PC | PROSTHETIC LIMBS FOR 3RD WORLD CHILDREN | $15,000 |
| ADOPT-A-PLATOON SOLDIER SUPPORT | ||||||
| PO BOX 234 | LOZANO | TX | 78568 | PC | SUPPORT PACKAGES FOR VETERANS OVERSEAS | $2,000 |
| ALABAMA SCHOOL OF FINE ARTS | ||||||
| 1800 REV ABRAHAM WOODS DR | BIRMINGHAM | AL | 35203 | PC | GENERAL SUPPORT | $2,000 |
| ALACHUA CONSERVATION TRUST | ||||||
| 7204 SE COUNTY RD | GAINESVILLE | FL | 32641 | PC | TUSCAWILLA LEARNING CTR. | $5,000 |
| ALZHEIMER'S OF NEW JERSEY | ||||||
| 800 KINDERKAMACK ROAD | ORADELL | NJ | 07649 | PC | TREATMENT / SUPPORT | $10,000 |
| AMERICAN BASEBALL FOUNDATION | ||||||
| 833 ST VINCENTS DR | BIRMINGHAM | AL | 35204 | PC | GENERAL SUPPORT | $3,000 |
| AMERICAN CANCER SOCIETY | ||||||
| PO BOX 741912 | RALEIGH | NC | 06067 | PC | GENERAL SUPPORT | $2,000 |
| AMERICAN HEART ASSOCIATION | ||||||
| 2 CLINTON AVE | SYRACUSE | NY | 13202 | PC | MEDICAL RESEARCH / SUPPORT | $2,000 |
| AMERICAN RED CROSS | ||||||
| 431 18TH STREET NW | WASHINGTON | DC | 20006 | PC | DISASTER ASSISTANCE | $10,000 |
| AMERICAN RED CROSS - NJ CHAPTER | ||||||
| 257 CORNELISON AVE | JERSEY CITY | NJ | 07320 | PC | DISASTER ASSISTANCE | $70,000 |
| AMERICAN RED CROSS OF CENTRAL FLORIDA | ||||||
| 431 18TH STREET | WASHINGTON | DC | 20006 | PC | DISASTER ASSISTANCE | $10,000 |
| AMERICARES FOUNDATION | ||||||
| 88 HAMILTON AVENUE | STAMFORD | CT | 06902 | PC | RELIEF AID/OPERATING SUPPORT | $87,000 |
| ASOLO REPERTORY THEATRE | ||||||
| 5555 N TAMIAMI TRAIL | SARASOTA | FL | 34243 | PC | PROD/ EDUCATION/ OUTREACH | $67,000 |
| BARE NECESSITIES INC | ||||||
| 24 WEST MAIN ST | CLINTON | CT | 06413 | PC | DIAPERS | $2,000 |
| BENEFITS TETON MEDICAL CARE FOUNDATION | ||||||
| 915 4TH STREET NW | CHOTEAU | MT | 59422 | PC | ENDOWMENT | $2,000 |
| BERGEN PERFORMING ARTS CENTER INC | ||||||
| 30 N VAN BRUNT STREET | ENGLEWOOD | NJ | 07631 | PC | EDUCATION / SCHOLARSHIPS | $4,000 |
| BEST FRIENDS ANIMAL SANCTUARY | ||||||
| 5001 ANGEL CANYON ROAD | KANUB | UT | 87471 | PC | ANIMAL PROTECTION SUPPORT | $5,000 |
| BLUE RIDGE PUBLIC RADIO | ||||||
| 73 BROADWAY | ASHEVILLE | NC | 28801 | PC | GENERAL SUPPORT | $5,000 |
| BOSTON RESCUE MISSION | ||||||
| PO BOX 120069 | BOSTON | MA | 02112 | PC | GENERAL SUPPORT | $3,000 |
| BOYS AND GIRLS CLUB OF SARASOTA | ||||||
| 3100 FRUITVILLE ROAD | SARASOTA | FL | 34237 | PC | GENERAL SUPPORT | $10,000 |
| BRIDGE TRUST | ||||||
| 3101 HILLSIDE PLACE | DENVER | CO | 80219 | PC | DISABLED SUPPORT | $12,000 |
| CASA OF SHELBY CO AL | ||||||
| 5184 CALDWELL MILL RD | BIRMINGHAM | AL | 35244 | PC | VOLUNTEER TRAINING PROGRAM | $15,000 |
| CENTRAL ASIA INSTITUTE | ||||||
| PO BOX 7209 | BOZEMAN | MT | 59771 | PC | GIRLS EDUCATION | $2,000 |
| CHANNEL 13 WNET | ||||||
| 825 EIGHTH AVENUE | NEW YORK | NY | 10019 | PC | GENERAL SUPPORT | $2,000 |
| CHAPMAN FARM SCHOOL INC | ||||||
| 74 ACCORD PARK DRIVE | NORWELL | MA | 02061 | PC | GENERAL SUPPORT | $3,000 |
| CHATHAM EDUCATION FOUNDATION | ||||||
| PO BOX 1518 | PITTSBORO | NC | 27312 | PC | EDUCATIONAL SUPPORT PROGRAMS | $8,000 |
| CHATHAM OUTREACH ALLIANCE INC | ||||||
| PO BOX 1326 | PITTSBORO | NC | 27312 | PC | FOOD ASSISTANCE | $3,000 |
| CHILDREN FIRST | ||||||
| PO BOX 16695 | ASHEVILLE | NC | 28806 | PC | EMMA FAMILY RESOURCE CTR. | $10,000 |
| CHRISTIAN BROTHERS HIGH SCHOOL | ||||||
| 5900 WALNUT GROVE RD | MEMPHIS | TN | 38118 | PC | GENERAL SUPPORT | $4,000 |
| CHURCH HEALTH CENTER | ||||||
| 1350 CONCOURSE AVE | MEMPHIS | TN | 38104 | PC | GENERAL SUPPORT | $6,000 |
| CIRCUS ARTS CONSERVANCY | ||||||
| 2705 BAHIA VISTA STREET | SARASOTA | FL | 34239 | PC | EDUCATION AND OUTREACH | $10,000 |
| CLATSOP COUNTY HISTORICAL SOCIETY INC | ||||||
| 714 EXCHANGE STREET | ASTORIA | OR | 97103 | PC | DIGITAL ARCHIVING | $27,500 |
| CLINTON EDUCATION FOUNDATION | ||||||
| 137-B GLENWOOD ROAD | CLINTON | CT | 06413 | PC | SCHOLARSHIPS | $2,000 |
| CLINTON POLICE BENEVOLENT | ||||||
| 170 EAST MAIN ST | CLINTON | CT | 06413 | GOV | YOUTH MENTOR PROGRAM | $2,000 |
| COMMUNITY FOUNDATION OF MIDDLESEX COUNTY | ||||||
| 49 MAIN ST SOUTH | MIDDLETOWN | CT | 06457 | PC | HUMANITARIAN / EDUCATION | $5,000 |
| CONNECTICUT FOOD BANK | ||||||
| 2 RESEARCH PARKWAY | WALLINGFORD | CT | 06492 | PC | FOOD DISTRIBUTION | $3,000 |
| CONNECTICUT INVENTION CONVENTION INC | ||||||
| PO BOX 23011 | HARTFORD | CT | 06123 | PC | EDUCATION & ENTREPRENEURSHIP | $5,000 |
| CSA | ||||||
| PO DRAWER 13284 | PENSACOLA | FL | 32591 | PC | GENERAL SUPPORT | $5,000 |
| DANBURY HOSPITAL | ||||||
| 24 HOSPITAL AVE | DANBURY | CT | 06810 | PC | GENERAL SUPPORT | $10,000 |
| DELAWARE ART MUSEUM | ||||||
| 2301 KENTMERE PARKWAY | WILMINGTON | DE | 19806 | PC | GENERAL SUPPORT | $8,000 |
| DELAWARE BREAST CANCER COALITION | ||||||
| 100 W 10TH ST - SUITE 209 | WILMINGTON | DE | 19801 | PC | GENERAL SUPPORT | $5,000 |
| DELAWARE CENTER FOR HORTICULTURE | ||||||
| 1810 N DUPONT STREET | WILMINGTON | DE | 19806 | PC | PROGRAM SUPPORT | $10,000 |
| DELAWARE RIGHT TO LIFE EDUCATION FUND | ||||||
| PO BOX 1222 | WILMINGTON | DE | 19899 | PC | PROGRAM SUPPORT | $20,000 |
| DOROTHY DAY HOUSE | ||||||
| 1684 POPLAR AVE STE 101 | MEMPHIS | TN | 38104 | PC | GENERAL SUPPORT | $4,500 |
| DUKE UNIVERSITY | ||||||
| PO BOX 90581 | DURHAM | NC | 27708 | PC | EDUCATION/ ARTS | $3,000 |
| EWTN | ||||||
| 6401 LYONS ROAD | COCONUT CREEK | FL | 33037 | PC | GENERAL SUPPORT | $5,000 |
| ELON UNIVERSITY | ||||||
| 100 CAMPUS DRIVE | ELON | NC | 27244 | PC | TUITION ASSISTANCE | $25,000 |
| ESTUARY COUNCIL OF SENIORS INC | ||||||
| 220 MAIN STREET | OLD SAYBROOK | CT | 06475 | PC | MEALS ON WHEELS | $2,000 |
| FAIRFIELD THEATER COMPANY | ||||||
| 70 SANFORD STREET | FAIRFIELD | CT | 06824 | PC | ARTS | $7,000 |
| FAMILIES HELPING FAMILIES | ||||||
| 248 COW HILL RD | CLINTON | CT | 06413 | PC | HUMANITARIAN SUPPORT | $4,000 |
| FAMILY COUNSELING CENTER OF ST PAUL'S | ||||||
| 1010 W FOURTH STREET | WILMINGTON | DE | 19805 | PC | SUPPORT PROGRAMS | $10,000 |
| FATHER FLANAGAN'S BOYS' HOME | ||||||
| 14100 CRAWFORD STREET | BOYS TOWN | NE | 68010 | PC | EDUCATIONAL OPERATIONS | $10,000 |
| FEARRINGTON CARES | ||||||
| 202 FEARRINGTON POST | PITTSBORO | NC | 27312 | PC | ELDERLY ASSISTANCE | $3,000 |
| FLORIDA STATE UNIVERSITY | ||||||
| 325 W COLLEGE AVE | TALLAHASSEE | FL | 32301 | PC | GENERAL SUPPORT | $15,000 |
| FOOD FOR THE POOR | ||||||
| 6401 LYONS ROAD | COCONUT CREEK | FL | 33073 | PC | FOOD ASSISTANCE | $5,000 |
| GAYLORD HOSPITAL | ||||||
| 50 GAYLORD FARM ROAD | WALLINGFORD | CT | 06492 | PC | HOSPITAL | $5,000 |
| GEORGIAN COURT UNIVERSITY | ||||||
| 900 LAKEWOOD AVENUE | LAKEWOOD | NJ | 08701 | PC | GEORGIANA HUISKING SCHOLARSHIP FUND | $5,000 |
| GEORGIAN COURT UNIVERSITY | ||||||
| 900 LAKEWOOD AVENUE | LAKEWOOD | NJ | 08701 | PC | GENERAL SUPPORT | $2,000 |
| GIRLSPRING | ||||||
| PO BOX 530284 | BIRMINGHAM | AL | 35253 | PC | GENERAL SUPPORT | $3,000 |
| GLEN ROCK AMBULANCE CORP | ||||||
| 700 MAPLE AVENUE | GLEN ROCK | NJ | 07452 | PC | PUBLIC SAFETY | $4,000 |
| GLEN ROCK FIRE DEPARTMENT | ||||||
| 1 HARDING PLAZA 4 | GLEN ROCK | NJ | 07452 | PC | PUBLIC SAFETY | $4,000 |
| GLEN ROCK PBA | ||||||
| HARDING PLAZA | GLEN ROCK | NJ | 07452 | PC | PUBLIC SAFETY | $4,000 |
| GOOD SHEPHERD CHURCH | ||||||
| 4665 THOMASVILLE ROAD | TALLAHASSEE | FL | 32309 | PC | GENERAL SUPPORT/CAPITAL IMPROVEMENT | $79,000 |
| HENRY CARTER HULL LIBRARY | ||||||
| 10 KILLINGWORTH TNPK | CLINTON | CT | 06413 | PC | MATERIALS / PROGRAMMING | $2,000 |
| HOGAR ALBERGUE PARA NINOS JESUS DE NAZARETH | ||||||
| PO BOX 1147 | MAYAGUEZ | PR | 00681 | PC | CHILDREN BASIC NEEDS | $2,000 |
| HOLE IN THE WALL GANG CAMP | ||||||
| 555 LONG WHARF DRIVE | NEW HAVEN | CT | 06511 | PC | CAMP SCHOLARSHIPS | $3,000 |
| HOLY NAME CHURCH | ||||||
| 325 WASHINGTON BLVD | STAMFORD | CT | 06902 | PC | GENERAL SUPPORT | $3,000 |
| HOMEWARD BOUND OF WNC | ||||||
| PO BOX 1166 | ASHEVILLE | NC | 28802 | PC | AHOPE DAY CTR. | $10,000 |
| HUMANE SOCIETY FOR TACOMA AND PIERCE COUNTY | ||||||
| 2605 CENTER STREET | TACOMA | WA | 98406 | PC | ANIMAL CARE | $10,000 |
| INSTITUTE FOR THE INTERNATIONAL EDUCATION OF STUDENTS | ||||||
| 33 WEST MONROE STREET | CHICAGO | IL | 60603 | PC | ENDOWMENT SCHOLARSHIPS | $2,000 |
| KATHERINE DELMAR BURKE SCHOOL | ||||||
| 7070 CALIFORNIA STREET | SAN FRANCISCO | CA | 94121 | PC | CLASS OF 2024 ENDOWMENT FUND | $2,000 |
| KEY CHORALE | ||||||
| 1900 MAIN STREET | SARASOTA | FL | 34236 | PC | PROGRAMMING | $5,000 |
| KITTEN ASSOCIATES INC | ||||||
| PO BOX 354 | NEWTOWN | CT | 06740 | PC | ANIMAL PROTECTION SUPPORT | $3,000 |
| LIBRARY FOUNDATION FOR SARASOTA COUNTY | ||||||
| PO BOX 17803 | SARASOTA | FL | 34276 | PC | GENERAL SUPPORT | $10,000 |
| LIGHTHOUSE INTERNATIONAL | ||||||
| 250 W 64TH STREET | NEW YORK | NY | 10023 | PC | OPERATING SUPPORT | $2,000 |
| LITTLE SISTERS OF THE POOR | ||||||
| 185 SALEM CHURCH ROAD | NEWARK | DE | 19713 | PC | PROGRAM SUPPORT | $30,000 |
| MAKE A WISH FOUNDATION OF GEORGIA | ||||||
| 1775 THE EXCHANGE SE - STE 200 | ATLANTA | GA | 30339 | PC | COMMUNITY CHILDRENS BENEFIT | $84,000 |
| MAKING A DIFFERENCE FOUNDATION | ||||||
| PO BOX 94545 | TACOMA | WA | 98409 | PC | GENERAL SUPPORT | $4,000 |
| MANNA FOOD BANK | ||||||
| 627 SWANNANOA RIVER RD | ASHEVILLE | NC | 28805 | PC | FOOD DISTRIBUTION | $10,000 |
| MAYWOOD ROTARY CLUB FOUNDATION | ||||||
| 122 WEST PLEASANT AVE | MAYWOOD | NJ | 07607 | PC | KENYA PROJECT | $2,000 |
| MEREDITH AUTISM PROGRAM | ||||||
| 3800 HILLSBOROUGH STREET | RALEIGH | NC | 27607 | PC | AUTISM ASSISTANCE PROGRAM | $3,000 |
| METROPOLITAN MUSEUM OF ART | ||||||
| 1000 5TH AVENUE | NEW YORK | NY | 10028 | PC | GENERAL SUPPORT | $2,000 |
| MIFA | ||||||
| 910 VANCE STREET | MEMPHIS | TN | 38126 | PC | MEALS ON WHEELS | $3,000 |
| MINISTRY OF CARING | ||||||
| 115 E 14TH STREET | WILMINGTON | DE | 19801 | PC | GENERAL SUPPORT | $30,000 |
| MONASTERY OF ST CLARE | ||||||
| 37 MCCAULEY ROAD | TRAVELERS REST | SC | 29690 | PC | GENERAL SUPPORT | $2,000 |
| MUDDY SNEAKERS | ||||||
| PO BOX 146 | BREVARD | NC | 28712 | PC | OUTDOOR EDUCATION PROGRAMS | $4,000 |
| MUSIC SCHOOL OF DELAWARE | ||||||
| 4101 WASHINGTON STREET | WILMINGTON | DE | 19802 | PC | GENERAL SUPPORT | $15,000 |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | ||||||
| PO BOX 4527 | NEW YORK | NY | 10163 | PC | MEDICAL RESEARCH / SUPPORT | $15,000 |
| NATIVITY PREPARATORY SCHOOL | ||||||
| 1515 LINDEN STREET | WILMINGTON | DE | 19805 | PC | GENERAL SUPPORT | $5,000 |
| NEW JERSEY PERFORMING ARTS CENTER | ||||||
| 1 CENTER STREET | NEWARK | NJ | 07102 | PC | EDUCATION / SCHOLARSHIPS | $4,000 |
| NORTHSIDE HOSPITAL | ||||||
| 1000 JOHNSON FERRY RD NE | ATLANTA | GA | 30342 | PC | GENERAL SUPPORT | $10,000 |
| NORWALK HOSPITAL FOUNDATION | ||||||
| 34 MAPLE STREET | NORWALK | CT | 06856 | PC | GENERAL SUPPORT | $2,000 |
| NOTRE DAME HIGH SCHOOL | ||||||
| ONE NOTRE DAME WAY | WEST HAVEN | CT | 06516 | PP | SCHOLARSHIP | $2,000 |
| OGLALA LAKOTA COLLEGE | ||||||
| PO BOX 537 | KYLE | SD | 57572 | PC | SCHOLARSHIPS | $5,000 |
| OPERA BIRMINGHAM | ||||||
| HILL OPERA CENTER 3601 6TH AVE S | BIRMINGHAM | AL | 35222 | PC | GENERAL SUPPORT | $5,000 |
| ORIGINAL WILMINGTON MEMORIAL DAY COMMITTEE INC | ||||||
| 3101 OLD DUPONT RD STE C | WILMINGTON | DE | 19804 | PC | GENERAL SUPPORT | $3,000 |
| OUR LADY OF ASSUMPTION CHURCH | ||||||
| 545 STRATFIELD RD | FAIRFIELD | CT | 06925 | PC | REPAIRS | $65,000 |
| OUR LADY OF GUADALUPE CHURCH | ||||||
| 204 S CALLE EL SEGUNDO | PALM SPRINGS | CA | 92262 | PC | PARISH SUPPORT | $12,500 |
| OVERTURE INTERNATIONAL INC | ||||||
| 5704 W MARKET STREET | GREENSBORO | NC | 27410 | PC | GENERAL SUPPORT | $12,000 |
| PENN STATE RUGBY FOUNDATION | ||||||
| 101 WEST ELM ST SUITE 200 | CONSHOHOCKEN | PA | 19428 | PC | EQUIPMENT | $10,000 |
| PHILLIPS BROOKS HOUSE ASSOCIATION INC | ||||||
| HARVARD UNIVERSITY | CAMBRIDGE | MA | 02138 | PC | GENERAL SUPPORT | $2,000 |
| PINE STREET INN | ||||||
| 444 HARRISON AVE | BOSTON | MA | 02118 | PC | HOMELESS SUPPORT | $3,000 |
| PROSTATE CANCER FOUNDATION | ||||||
| 1250 FOURTH STREET | SANTA MONICA | CA | 90401 | PC | RESEARCH / TREATMENT | $2,000 |
| PWNA (PARTNERSHIP WITH NATIVE AMERICANS) | ||||||
| 16415 ADDISON RD | ADDISON | TX | 75001 | PC | SCHOLARSHIP | $14,000 |
| RED CLOUD INDIAN SCHOOL | ||||||
| 100 MISSION DR | PINE RIDGE RES | SD | 57770 | PC | SCHOOL BUILDING IMPROVEMENTS | $4,000 |
| RED MOUNTAIN THEATRE | ||||||
| PO BOX 278 | BIRMINGHAM | AL | 35201 | PC | GENERAL SUPPORT | $5,000 |
| RINGLING MUSEUM OF ART | ||||||
| 5101 BAY SHORE ROAD | SARASOTA | FL | 34243 | PC | GENERAL SUPPORT | $7,500 |
| RINGLING SCHOOL OF ART AND DESIGN | ||||||
| 2700 N TAMIAMI TRAIL | SARASOTA | FL | 34243 | PC | EXHIBITIONS | $23,000 |
| RIVERLINK | ||||||
| 170 LYMAN ST | ASHEVILLE | NC | 28801 | PC | OPERATING SUPPORT | $10,000 |
| RONALD MCDONALD HOUSE OF CHAPEL HILL NC | ||||||
| 101 OLD MASON ROAD | CHAPEL HILL | NC | 27517 | PC | FAMILY CARE | $3,000 |
| RONALD MCDONALD HOUSE OF CONNECTICUT AND MASS | ||||||
| 860 HOWARD AVENUE SUITE A | NEW HAVEN | CT | 06519 | PC | FAMILY CARE | $5,500 |
| SANDY HOOK PROMISE | ||||||
| PO BOX 3489 | NEWTOWN | CT | 06470 | PC | GUN VIOLENCE PREVENTION | $2,000 |
| SARASOTA CUBAN BALLET SCHOOL | ||||||
| 4740 CATTLEMAN ROAD | SARASOTA | FL | 34233 | PC | GENERAL SUPPORT | $10,000 |
| SARASOTA OPERA | ||||||
| 61 N PINEAPPLE AVE | SARASOTA | FL | 34236 | PC | ENDOWMENT | $5,000 |
| SARASOTA ORCHESTRA | ||||||
| 709 N TAMIAMI TRAIL | SARASOTA | FL | 34236 | PC | PROGRAMMING / EDUCATION | $37,500 |
| SELBY BOTANICAL GARDENS | ||||||
| 8115 S PALM AVENUE | SARASOTA | FL | 34243 | PC | GENERAL SUPPORT | $5,000 |
| SERVIAM ACADEMY | ||||||
| 900 N WASHINGTON STREET | WILMINGTON | DE | 19801 | PC | GENERAL SUPPORT | $5,000 |
| SOARING EAGLE | ||||||
| PO BOX 879 | BILLINGS | MT | 59103 | PC | HERITAGE LIVING CTR | $11,500 |
| SOUTHEASTERN GUIDE DOGS | ||||||
| 4210 77TH STREET EAST | PALMETTO | FL | 34221 | PC | GUIDE DOG SERVICES | $5,000 |
| SPAY & NEUTER ASSOCIATION OF NEWTOWN INC | ||||||
| PO BOX 352 | NEWTOWN | CT | 06470 | PC | GENERAL SUPPORT | $4,000 |
| SPECIAL OLYMPICS | ||||||
| 619 S COLLEGE AVENUE | NEWARK | DE | 19716 | PC | GENERAL SUPPORT | $5,000 |
| ST PIUS X PARRISH | ||||||
| 834 BROOKSIDE DRIVE | FAIRFIELD | CT | 06824 | PC | GENERAL SUPPORT | $5,500 |
| ST ANN SCHOOL | ||||||
| 2006 SHALLCROSS AVE | WILMINGTON | DE | 19806 | PC | GENERAL SUPPORT | $10,000 |
| ST FRANCIS MISSION | ||||||
| PO BOX 499 | ST FRANCIS | SD | 57272 | PC | SAPA UN ACADEMY | $6,000 |
| ST FRANCIS OF ASSISI | ||||||
| 35 NORFIELD ROAD | WESTON | CT | 06883 | PC | GENERAL SUPPORT | $4,000 |
| ST IGNATIUS CHURCH | ||||||
| 8855 CHAPEL POINT ROAD | PORT TABACCO | MD | 20677 | PC | GENERAL SUPPORT | $5,000 |
| ST JOHN PAUL II ACADEMY | ||||||
| 4001 N MILITARY TRAIL | BOCA RATON | FL | 33431 | PC | STUDENT FINANCIAL AID | $16,500 |
| ST JOSEPH INDIAN SCHOOL | ||||||
| PO BOX 89 | CHAMBERLAIN | SD | 57272 | PC | SCHOOL RENOVATIONS | $10,000 |
| ST JUDE'S CHILDRENS HOSPITAL | ||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | PC | GENERAL SUPPORT | $60,000 |
| ST LABRE INDIAN SCHOOL | ||||||
| PO BOX 797 | ASHLAND | MT | 59004 | PC | SCIENCE CURRICULUM | $11,000 |
| ST LUKE'S CHURCH | ||||||
| 49 TURKEY HILL ROAD NORTH | WESTPORT | CT | 06880 | PC | GENERAL SUPPORT | $5,000 |
| ST MICHAEL ARCHANGEL RC CATHOLIC CHURCH | ||||||
| 310 PULASKI STREET | BRIDGEPORT | CT | 06608 | PC | GENERAL SUPPORT | $2,000 |
| ST MICHAELS SPECIAL SCHOOL | ||||||
| 1522 CHIPPEWA ST | NEW ORLEANS | LA | 70130 | PC | TECHNOLOGY AND CLASSROOM | $15,000 |
| ST PETER CATHEDRAL SCHOOL | ||||||
| 310 W 6TH STREET | WILMINGTON | DE | 19801 | PC | GENERAL SUPPORT | $10,000 |
| ST THERESA'S CATHOLIC CHURCH | ||||||
| 2800 EAST RAMON AVER | PALM SPRINGS | CA | 92264 | PC | GIFTED AND CALLED | $4,000 |
| STAIR OF BIRMINGHAM | ||||||
| 3703 5TH AVENUE S SUITE 400 | BIRMINGHAM | AL | 35222 | PC | GENERAL SUPPORT | $2,000 |
| STAPLES HIGH SCHOOL | ||||||
| PO BOX 5159 | WESTPORT | CT | 06880 | PC | GENERAL SUPPORT | $2,000 |
| STUDY HALL INC | ||||||
| 153 GLENWOOD ROAD | CLINTON | CT | 06413 | PC | EDUCATION | $3,000 |
| SUSAN G KOMEN FOUNDATION | ||||||
| 1309 N FLAGLER DRIVE | WEST PALM BEACH | FL | 33401 | PC | RACE FOR THE CURE | $2,000 |
| SYMPHONY TACOMA | ||||||
| 9101 BROADWAY SUITE 600 | TACOMA | WA | 98402 | PC | GENERAL SUPPORT | $6,000 |
| TBC RACING | ||||||
| 6109 RUDYARD DRIVE | BETHESDA | MD | 20814 | PC | SCHOLARSHIPS / EQUIPMENT | $2,000 |
| TEAM WOOFGANG & COMPANY | ||||||
| 2490 BLACKROCK TURNPIKE | BRIDGEPORT | CT | 06828 | PC | DISABLED VOCATIONAL TRAINING | $2,000 |
| TERRIFIC NEW THEATRE | ||||||
| PO BOX 130368 | BIRMINGHAM | AL | 35213 | PC | GENERAL SUPPORT | $28,000 |
| THE LORD'S PLACE | ||||||
| 2808 N AUSTRALIAN AVE | WEST PALM BEACH | FL | 33407 | PC | GENERAL SUPPORT | $5,000 |
| THE POLISH MESSENGER OF THE SACRED HEART | ||||||
| 35 NORFIELD ROAD | WESTON | CT | 06883 | PC | GENERAL SUPPORT | $6,000 |
| THOMAS MERTON CENTER | ||||||
| 43 MADISON AVENUE | BRIDGEPORT | CT | 06604 | PC | GENERAL SUPPORT | $3,000 |
| TOURETTE ASSOCIATION OF AMERICA | ||||||
| 42-40 BELL BOULEVARD | BAYSIDE | NY | 11361 | PC | MEDICAL RESEARCH | $8,000 |
| TREASURE COAST FOOD BANK | ||||||
| 401 ANGLE ROAD | FT PIERCE | FL | 34947 | PC | SUMMER MEALS PROGRAM | $4,000 |
| TRINITARIANS OF MARY | ||||||
| 6702 DEL CERRO BLVD | SAN DIEGO | CA | 92120 | PC | HUMANITARIAN AID | $3,000 |
| UNIVERSITY OF FLORIDA FOUNDATION | ||||||
| PO BOX 14225 | GAINESVILLE | FL | 32604 | PC | GENERAL SUPPORT | $15,000 |
| UNIVERSITY OF KANSAS | ||||||
| PO BOX 928 | LAWRENCE | KS | 66044 | PC | GENERAL SUPPORT | $2,000 |
| UNIVERSITY OF NOTRE DAME | ||||||
| 1100 GRACE HALL | NOTRE DAME | IN | 46556 | PC | STEVEN TODD SULLIVAN SCHOOL FUND | $3,000 |
| UNIVERSITY OF NOTRE DAME | ||||||
| 1100 GRACE HALL | NOTRE DAME | IN | 46556 | PC | SCHOLARSHIPS | $24,000 |
| URSULINE ACADEMY | ||||||
| 1106 PENNSYLVANIA AVE | WILMINGTON | DE | 19806 | PC | GENERAL SUPPORT | $10,000 |
| VAN WEZEL FOUNDATION | ||||||
| 777 N TAMIAMI TRAIL | SARASOTA | FL | 34236 | PC | GENERAL SUPPORT | $6,000 |
| VETERANS OF FOREIGN WARS | ||||||
| 465 RIVERSIDE AVE | WESTPORT | CT | 06880 | PC | GENERAL SUPPORT | $2,000 |
| VISITING NURSES OF FAIRFIELD COUNTY | ||||||
| 22 DANBURY ROAD | WILTON | CT | 06897 | PC | GENERAL SUPPORT | $2,000 |
| WAKEFIELD WOLVERINES ATHLETIC BOOSTER CLUB | ||||||
| 2200 WAKEFIELD PINES DRIVE | RALEIGH | NC | 27614 | PC | GENERAL SUPPORT | $9,000 |
| WEDU PUBLIC TELEVISION | ||||||
| 1300 N BOULEVARD | TAMPA | FL | 33607 | PC | PROGRAM SUPPORT | $5,000 |
| WESTON PUBLIC LIBRARY | ||||||
| 46 NORFIELD ROAD | WESTON | CT | 06883 | PC | GENERAL SUPPORT | $4,000 |
| WESTON VOLUNTEER FIRE DEPARTMENT | ||||||
| 52 NORFIELD ROAD | WESTON | CT | 06883 | PC | GENERAL SUPPORT | $2,000 |
| WESTPORT COUNTRY PLAYHOUSE | ||||||
| 25 POWERS COURT | WESTPORT | CT | 06880 | PC | CAPITAL CAMPAIGN/GENERAL SUPPORT | $7,000 |
| WESTPORT FIRE DEPARTMENT | ||||||
| 515 POST ROAD EAST | WESTPORT | CT | 06880 | PC | GENERAL SUPPORT | $2,000 |
| WESTPORT POLICE DEPARTMENT | ||||||
| 50 JESUP ROAD | WESTPORT | CT | 06880 | PC | K-9 UNIT SUPPORT | $2,000 |
| WESTPORT PUBLIC LIBRARY | ||||||
| 80 JESUP ROAD | WESTPORT | CT | 06883 | PC | GENERAL SUPPORT | $2,000 |
| WHISKERS PET RESCUE | ||||||
| PO BOX 367 | SOUTHBURY | CT | 06488 | PC | GENERAL SUPPORT | $10,000 |
| WILTON YMCA | ||||||
| 404 DANBURY ROAD | WILTON | CT | 06897 | PC | GENERAL SUPPORT | $5,000 |
| WINTERTHUR MUSEUM | ||||||
| 5105 KENNETT PIKE | WINERTHUR | DE | 19735 | PC | GENERAL SUPPORT | $7,000 |
| WOODS SERVICES FOUNDATION | ||||||
| PO BOX 36 | LANGHORNE | PA | 19047 | PC | EDUCATIONAL VOCATION | $50,000 |
| WORTHAM CENTER FOR PERFORMING ARTS | ||||||
| 18 BILTMORE AVE | ASHEVILLE | NC | 28801 | PC | YOUTH OUTREACH PROGRAMS | $5,000 |
| WOUNDED WARRIOR PROJECT | ||||||
| PO BOX 758540 | TOPEK | KS | 66675 | PC | VETERAN SUPPORT | $4,000 |
| WUSF PUBLIC MEDIA | ||||||
| PO BOX 917134 | ORLANDO | FL | 32891 | PC | GENERAL SUPPORT | $10,000 |
| YALE NEW HAVEN HOSPITAL | ||||||
| 20 YORK STREET | NEW HAVEN | CT | 06510 | PC | GENERAL SUPPORT | $2,000 |
| YMCA OF BIRMINGHAM | ||||||
| 2401 20TH PLACE SOUTH | BIRMINGHAM | AL | 35233 | PC | GENERAL SUPPORT | $2,000 |
| ALZHEIMERS ASSOCIATION | ||||||
| 225 N MICHIGAN AVE FLOOR 17 | CHICAGO | IL | 60601 | PC | GENERAL SUPPORT | $4,000 |
| APPLIED BEHAVORIAL REHABILITATON INSTITUTE | ||||||
| 655 PARK AVENUE | BRIDGEPORT | CT | 06604 | PC | HOUSING/STABILITY PROGR FOR HOMELESS VETS | $4,000 |
| BENHAVEN SCHOOL | ||||||
| 125 N PLAIND INDUSTRIAL RD | WALLINGTON | CT | 06492 | PC | OPERATIONAL/ EDUCATION | $15,000 |
| BREAST CANCER RESEARCH FOUNDATION | ||||||
| 28 WEST 44TH STREET SUITE 609 | NEW YORK | NY | 10036 | PC | GENERAL SUPPORT | $32,000 |
| CLASSICAL KING | ||||||
| 363 MERCER STREET SUITE 200 | SEATTLE | WA | 98109 | PC | GENERAL SUPPORT | $5,000 |
| CLINTON LAND CONSERVATION TRUST | ||||||
| PO BOX 121 | CLINTON | CT | 06413 | PC | PRESERVATION PROGRAMS | $2,000 |
| CLINTON PUBLIC SCHOOLS | ||||||
| 173-B GLENWOOD ROAD | CLINTON | CT | 06413 | PC | EDUCATION PROGRAMS | $3,000 |
| DELAWARE CENTER FOR CONTEMPORARY ARTS | ||||||
| 200 S MADISON STREET | WILMINGTON | DE | 19801 | PC | GENERAL SUPPORT | $8,000 |
| DISCALCED CARMELITE NUNS OF MARYLAND | ||||||
| 5678 MOUNT CARMEL RD | LA PLATA | MD | 20646 | PC | MONASTERY SUPPORT | $5,000 |
| DOBBS FERRY SCHOOLS FOUNDATION | ||||||
| 505 BROADWAY | DOBBS FERRY | NY | 10522 | PC | EDUCATION | $2,000 |
| DOCTORS WITHOUT BORDERS | ||||||
| 40 RECTOR ST 16TH FLOOR | NEW YORK | NY | 10006 | PC | HUMANITARIAN AID IN GAZA | $5,000 |
| GRACE HOUSE MINISTRIES | ||||||
| PO BOX 547 | FAIRFIELD | AL | 35064 | PC | EDUCATION | $2,000 |
| INDEXICAL | ||||||
| 1050 UNION STREET | SANTA CRUZ | CA | 95060 | PC | PROGRAM SUPPORT | $3,000 |
| MENLO-ATHERTON COOPERATIVE NURSERY SCHOOL | ||||||
| 802 MIDDLE AVE | MENLO PARK | CA | 94025 | PC | EDUCATION | $2,000 |
| MICHAEL E SIMMONS FOUNDATION | ||||||
| 750 CONNECTICUT BLVD | EAST HARTFORD | CT | 06108 | PC | YOUTH EDUCATION IN ARTS, MUSIC & THEATER | $4,000 |
| NEWMAN CATHOLIC STUDENTS CENTER PARISH | ||||||
| 218 PITTSBORO STREET | CHAPEL HILL | NC | 27516 | PC | GENERAL SUPPORT | $3,000 |
| PIVOT MINISTRIES | ||||||
| 495 JANE LANE | BRIDGEPORT | CT | 06608 | PC | REHAB FOR MEN | $4,000 |
| READING ASSIST | ||||||
| 100 W 10TH STREET- STE 910 | WILMINGTON | DE | 19801 | PC | PROGRAM SUPPORT | $4,000 |
| SAINT MARY'S COLLEGE | ||||||
| LE MANS HALL | NOTRE DAME | IN | 46556 | PC | TODD SULLIVN FUND | $9,500 |
| SEA SHEPHERD CONSERVATION SOC | ||||||
| PO BOX 8628 | ALEXANDRIA | VA | 22306 | PC | ONSHORE VOLUNTEER PROGRAM SUPPORT | $7,500 |
| SHORELINE THEATER ACADEMY | ||||||
| 61 E MAIN STREET | CLINTON | CT | 06413 | PC | YOUNG ADULT THEATER | $2,000 |
| SOUTHLAKE CHRISTIAN ACADEMY | ||||||
| 13820 HANGERS FERRY ROAD | HUNTERSVILLE | NC | 28078 | PC | GENERAL SUPPORT | $15,000 |
| ST IGNATIUS COLLEGE PREP | ||||||
| 2001 37TH AVE | SAN FRANCISCO | CA | 94121 | PC | NEW LEARNING COMMONS | $3,000 |
| SUNDAY BREAKFAST MISSION | ||||||
| 110 NORTH POPLAR STREET | WILMINGTON | DE | 19801 | PC | GENERAL SUPPORT | $5,000 |
| TIPPING POINT COMMUNITY | ||||||
| 220 MONTGOMERY ST SUITE 850 | SAN FRANCISCO | CA | 94128 | PC | ANTI-POVERTY PROGRAMS | $5,000 |
| TOMORROWS EQUESTRIAN CENTER | ||||||
| PO BOX 598 | WILLISTON | FL | 32696 | PC | NEW POLE BARN PROJECT | $7,500 |
| UNITED WAY OF COASTAL CONNECTICUT | ||||||
| 855 MAIN STREET | BRIDGEPORT | CT | 06604 | PC | GENERAL SUPPORT | $2,000 |
| WARRIORS RUGBY FOUNDATION | ||||||
| 8218 TREEBROOKE LANE | ALEXANDRIA | VA | 22308 | PC | TEAM TRAVEL | $3,000 |
| WEST COAST BLACK THEATER TROUPE | ||||||
| 1012 NORTH ORANGE AVE | SARASOTA | FL | 34230 | PC | PERFORMING ARTS | $5,000 |
| WOOFGANG AND CO | ||||||
| 2490 BLACK ROCK TPKE NO 401 | BRIDGEPORT | CT | 06825 | PC | DISABLED PERSONS VOCATION TRAINING | $3,000 |
| WORLD CENTRAL KITCHEN | ||||||
| PO BOX 96538 | WASHINGTON | DC | 20090 | PC | HUMANITARIAN MEAL PROGRAM | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,864,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $717 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $832,173 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$95,984 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $736,906 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $736,906 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| AUDIT AND FINANCIAL SERVICES | $18,500 | $3,700 | $14,800 |
| PREPARATION OF FORM 990-PF | $2,500 | $0 | $0 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CHARLES SCHWAB | StockNm |
| EOY Book Value | $32,804,709 | EOYBookValueAmt |
| EOYFMV | $37,832,805 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OFFICE EXPENSES AND SUPPLIES | Desc |
| Revenue And Expenses Per Books | $187 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $187 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEE | CategoryTxt |
| Amt | $95,248 | Amt |
| Net Investment Income | $95,248 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX ON INVESTMENT INCOME | $9,000 | $0 | $0 |
| NEW YORK STATE FILING FEE | $750 | $0 | $0 |
| PAYROLL TAXES | $3,443 | $344 | $3,099 |