WOODSHOUSE FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- WOODSHOUSE FOUNDATION (EIN 13-6983078)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-06
- IRS object ID
- 202511269349102116
- 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
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-06T10:56:25-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 132709344 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHEEHAN & COMPANY CPA PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 165 ORINOCO DRIVE | AddressLine1Txt |
| City | BRIGHTWATERS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11718 | 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 | 136983078 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WOODSHOUSE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WOOD | BusinessNameControlTxt |
| Phone | 2122966237 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 FAWCETT PLACE | AddressLine1Txt |
| City | GREENWICH | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06830 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WENDE RACTLIFFE | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 2122966237 | PhoneNum |
| Signature | 2025-04-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CYNTHIA BARRY | PreparerPersonNm |
| PTIN | P01281408 | PTIN |
| Phone | 6316657040 | 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 | $13,486,252 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $122,685 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $122,685 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $796,562 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,044,286 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $796,562 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $3,441 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $3,441 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $922,688 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $922,688 | 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 |
| Legal Fees Rev And Expnss | $350 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $350 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $7,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $7,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,000 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,000 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,560 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,560 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $63,635 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $63,635 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $74,045 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $74,045 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,070,650 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,070,650 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,144,695 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $74,045 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,070,650 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$222,007 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $848,643 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $661,761 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $439,391 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $439,391 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $500,109 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $384,766 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $399,548 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $4,502,420 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,608,089 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $12,637,276 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $10,037 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $10,037 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $5,664,290 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,442,283 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $13,486,252 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,211,514 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,211,514 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $4,452,776 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,230,769 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,664,290 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,442,283 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,664,290 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,442,283 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,664,290 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$222,007 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $5,442,283 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,442,283 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES - THROUGH MORGAN STANLEY ACCOUNT | P | $513,407 | $434,399 | $79,008 | $79,008 |
| PUBLICLY TRADED SECURITIES - THROUGH MORGAN STANLEY ACCOUNT | P | $93,140 | $46,562 | $46,578 | $46,578 |
| PUBLICLY TRADED SECURITIES - THROUGH MORGAN STANLEY ACCOUNT | P | $14,439 | $15,874 | -$1,435 | -$1,435 |
| PUBLICLY TRADED SECURITIES - THROUGH MORGAN STANLEY ACCOUNT | P | $422,845 | $207,195 | $215,650 | $215,650 |
| PUBLICLY TRADED SECURITIES - THROUGH MORGAN STANLEY ACCOUNT | P | $102,187 | $24,570 | $77,617 | $77,617 |
| PUBLICLY TRADED SECURITIES - THROUGH MORGAN STANLEY ACCOUNT | P | $62,122 | $56,994 | $5,128 | $5,128 |
| PUBLICLY TRADED SECURITIES - THROUGH MORGAN STANLEY ACCOUNT | P | $678,170 | $440,897 | $237,273 | $237,273 |
| PUBLICLY TRADED SECURITIES - THROUGH MORGAN STANLEY ACCOUNT | P | $157,976 | $21,233 | $136,743 | $136,743 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $796,562 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $11,796 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $11,796 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $11,796 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $12,302 | 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 | $12,302 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $506 | OverpaymentAmt |
| Applied To ES Tax | $506 | 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 |
| 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 | N/A | WebsiteAddressTxt |
| Individual With Books | WENDE RACTLIFFE THOMAS FRAME | IndividualWithBooksNm |
| Phone | 2122966237 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE FAWCETT PLACE | AddressLine1Txt |
| City | GREENWICH | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06830 | 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 | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| WENDE RACTLIFFE | ||||||||
| 119 FERN HILL ROAD | GHENT | NY | 12075 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| GRETCHEN BIGGS | ||||||||
| 15 FENWAY ROAD | WESTERLY | RI | 02891 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| BARTON W BIGGS | ||||||||
| 4026 RIVER ROAD | FABER | VA | 22938 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| THOMAS FRAME | ||||||||
| 1 FAWCETT PLACE | GREENWICH | CT | 06830 | INVESTMENT MANAGER | 10.00 | $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 | $12,707,549 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $322,448 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $13,029,997 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $13,029,997 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $195,450 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $12,834,547 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $641,727 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $641,727 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $11,796 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $11,796 | TotalTaxAmt |
| Distributable Before Adj | $629,931 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $629,931 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $629,931 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,070,650 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,070,650 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $629,931 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $522,085 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $317,972 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $674,370 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $827,893 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $580,171 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,922,491 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,070,650 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $629,931 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $440,719 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,363,210 | 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 | $522,085 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,841,125 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $317,972 | ExcessFromYear4Amt |
| Excess From Year3 | $674,370 | ExcessFromYear3Amt |
| Excess From Year2 | $827,893 | ExcessFromYear2Amt |
| Excess From Year1 | $580,171 | ExcessFromYear1Amt |
| Excess From Current Year | $440,719 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (28 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ANTHROPOSOPHIC PRESS INC DBA STEINER BOOKS | ||||||||||||
| PO BOX 58 | HUDSON | NY | 12534 | NONE | 501(C)3 | TO SUPPORT THE ORGANIZATION'S MISSION | $160,850 | |||||
| ASHEVILLE WALDORF SCHOOL | ||||||||||||
| 376 HENDERSONVILLE RD | ASHEVILLE | NC | 28803 | NONE | 501(C)3 | TO SUPPORT THE ORGANIZATION'S MISSION | $20,000 | |||||
| ASSOCIATE CREER SON EC | ||||||||||||
| NONE | 501(C)3 | TO SUPPORT THE ORGANIZATION'S MISSION | $50,000 | 89 BOULEVARD VOLTAIRE | PARIS | FR | 75011 | |||||
| BONSENS ORG | ||||||||||||
| NONE | 501(C)3 | TO SUPPORT THE ORGANIZATION'S MISSION | $50,000 | 10 RUE CIGOGNES | ENTZHEIM | FR | 67960 | |||||
| CHAPEL YORK US FOUNDATION | ||||||||||||
| 1350 AVENUE OF AMERICAS FLOOR 2 STE | NEW YORK | NY | 10019 | NONE | 501(C)3 | TO SUPPORT THE ORGANIZATION'S MISSION | $100,000 | 266 | ||||
| CHILDRENS VILLAGE | ||||||||||||
| ONE ECHO HILLS | DOBBS FERRY | NY | 10522 | NONE | 501(C)3 | TO SUPPORT THE ORGANIZATION'S MISSION | $50,000 | |||||
| CHORUS OF WESTERLEY | ||||||||||||
| 119 HIGH STREET | WESTERLY | RI | 02891 | NONE | 501(C)3 | TO SUPPORT THE ORGANIZATION'S MISSION | $7,000 | |||||
| ENVIRONMENTAL WORKING | ||||||||||||
| 1250 I STREET NW SUITE 1000 | WASHINGTON | DC | 20005 | NONE | 501(C)3 | TO SUPPORT THE ORGANIZATION'S MISSION | $20,000 | |||||
| EPIPHANY SCHOOL ATTN - LORI BRITTON | ||||||||||||
| 154 CENTRE STREET | DORCHESTER CENTER | MA | 02124 | 501(C)3 | TO SUPPORT THE ORGANIZATION'S MISSION. THE ORGANIZATION DONATED $10,000 ON 12/20/23 TO EPICHANY SCHOOL. THE CHECK WAS RECREDITED TO THE ORGANIZATION IN 2024 ON 7/1/24 RESULTING IN THE NEGATIVE CONTRIBUTION OF $10,000. | -$10,000 | ||||||
| FOREIGN POLICY ASSOCIATION | ||||||||||||
| 470 PARK AVENUE SOUTH | NEW YORK | NY | 10016 | NONE | 501(C)3 | TO SUPPORT THE ORGANIZATION'S MISSION | $50,000 | |||||
| IDAHO OUTFITTERS & GUIDE ASSOC INC | ||||||||||||
| 9450 W FAIRVIEW AVE STE 110 | BOISE | ID | 83704 | NONE | 501(C)6 | TO SUPPORT THE ORGANIZATION'S MISSION | $25,000 | |||||
| IMPACT SOCIETY GLOBAL | ||||||||||||
| 110 E 25TH ST | NEW YORK CITY | NY | 10010 | NONE | 501(C)3 | TO SUPPORT THE ORGANIZATION'S MISSION | $22,000 | |||||
| INSTITUTE OF ECOTECHNICS | ||||||||||||
| 1 BLUEBIRD COURT | SANTA FE | NM | 87508 | NONE | 501(C)3 | TO SUPPORT THE ORGANIZATION'S MISSION | $2,300 | |||||
| INTERNET ARCHIVE | ||||||||||||
| 300 FUNSTON AVENUE | SAN FRANCISCO | CA | 941182116 | NONE | 501(C)3 | TO SUPPORT THE ORGANIZATION'S MISSION | $2,000 | |||||
| LAKOTA WALDORF SOCIETY | ||||||||||||
| PO BOX 527 | KYLE | SD | 57752 | NONE | 501(C)3 | TO SUPPORT THE ORGANIZATION'S MISSION | $20,000 | |||||
| LIBRARY CIRCLE OF FRIENDS | ||||||||||||
| PO BOX 133 | PHILMONT | NY | 12565 | NONE | 501(C)3 | TO SUPPORT THE ORGANIZATION'S MISSION | $100,000 | |||||
| MEADOWBROOK WALDORF SCHOOL | ||||||||||||
| 300 KINGSTON ROAD | KINGSTON | RI | 02892 | NONE | 501(C)3 | TO SUPPORT THE ORGANIZATION'S MISSION | $7,000 | |||||
| MILWAUKEE MONTESSORI SOCIETY INC | ||||||||||||
| 345 NORTH 95TH STREET | MILWAUKEE | WI | 53226 | NONE | 501(C)3 | TO SUPPORT THE ORGANIZATION'S MISSION | $100,000 | |||||
| NATURAL TRANSITION INSTITUTE | ||||||||||||
| 780 QUINCE CIRCLE | BOULDER | CO | 80304 | NONE | 501(C)3 | TO SUPPORT THE ORGANIZATION'S MISSION | $19,000 | |||||
| NORTH BRANCH SCHOOL | ||||||||||||
| 221 MICKENS ROAD | AFTON | VA | 22920 | NONE | 501(C)3 | TO SUPPORT THE ORGANIZATION'S MISSION | $124,000 | |||||
| QUINCY INSTITUTE FOR RESPONSIBLE STATECRAFT | ||||||||||||
| 2000 PENNSYLVANIA AVE 7000 | WASHINGTON | DC | 20006 | NONE | 501(C)3 | TO SUPPORT THE ORGANIZATION'S MISSION | $50,000 | |||||
| REAL ORGANIC PROJECT INC | ||||||||||||
| 82 WILSON ROAD | EAST THETFORD | VT | 05043 | NONE | 501(C)3 | TO SUPPORT THE ORGANIZATION'S MISSION | $35,000 | |||||
| REGENERATIVE AGRICULTURE | ||||||||||||
| PO BOX 7276 | MINNEAPOLIS | MN | 554079998 | NONE | 501(C)3 | TO SUPPORT THE ORGANIZATION'S MISSION | $3,500 | |||||
| RESCUE THE WEST INC | ||||||||||||
| 7200 THANNAS WAY | AUSTIN | TX | 78744 | NONE | 501(C)3 | TO SUPPORT THE ORGANIZATION'S MISSION | $10,000 | |||||
| RIVER VALLEY FOUNDATION | ||||||||||||
| 4 COUNTRY WALK | HIGGANUM | CT | 06441 | NONE | 501(C)3 | TO SUPPORT THE ORGANIZATION'S MISSION | $10,000 | |||||
| SCIENTIFIC ALLIANCE FOR EDUCATION | ||||||||||||
| 561 SHUNPIKE ROAD | SHEFFIELD | MA | 01257 | NONE | 501(C)3 | TO SUPPORT THE ORGANIZATION'S MISSION | $10,000 | |||||
| THE WEEKAPAUG FOUNDATION FOR | ||||||||||||
| PO BOX 3067 | WESTERLY | RI | 02891 | NONE | 501(C)3 | TO SUPPORT THE ORGANIZATION'S MISSION. THE ORGANIZATION DONATED TO WEEKAPAUG FOUNDATION FOR $5,000 ON 11/30/23, THE CHECK GOT RECREDITED BACK TO THE ORGANIZATION ON 6/3/24. THE ORGANIZATION MADE A $3,000 DONATION IN 2024 ON 9/30/24, RESULTING IN A NEGATIVE CONTRIBUTION ON $2,000. | -$2,000 | |||||
| USC EDUCATIONAL FOUNDATION | ||||||||||||
| 1027 BARNWELL STREET | COLUMBIA | SC | 29208 | NONE | 501(C)3 | TO SUPPORT THE ORGANIZATION'S MISSION | $35,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,070,650 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $122,685 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $796,562 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt | BusinessBusinessCd |
|---|---|---|
| ROYALTIES | $2,551 | |
| CLASS ACTION PAYMENT | $890 | 900099 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $122,685 | ExclusionAmt |
| Related Or Exempt Function Incm | $800,003 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $922,688 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 8 | LineNumberTxt |
| Relationship Statement | THE FOUNDATION IS SOLELY A GRANT-MAKING ORGANIZATION AND INVESTS FUNDS TO PRODUCE INCOME TO MAKE SUCH GRANTS AND TO PAY EXPENSES OF ADMINISTERING THE FOUNDATION. THE AMOUNT SHOWN ON LINE 8 IS NOT DERIVED FROM ANY "TRADE OR BUSINESS" CONDUCTED BY THE FOUNDATION, BUT MERELY REFLECTS A NORMAL RETURN ON THE FOUNDATION'S ASSETS. | RelationshipStatementTxt |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $7,500 | Amt |
| Net Investment Income | $7,500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (24 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 4550 ALPHABET INC CL C (GOOGL) | $181,693 | $866,502 |
| 2000 ALPHABET INC CL A (GOOGL) | $36,158 | $378,600 |
| 4725 AMAZON | $471,297 | $1,036,618 |
| 135 AUTOZONE | $155,468 | $432,270 |
| 1250 MASTERCARD | $65,807 | $658,213 |
| 875 AUTOMATIC DATA PROCESSING INC (ADP) | $222,407 | $256,139 |
| 1775 VISA | $66,288 | $560,971 |
| 3200 APPLE | $58,475 | $801,344 |
| 257 MARKEL | $220,098 | $443,641 |
| 1290 STRYKER CORP | $89,187 | $464,465 |
| 882 THERMO FISHER SCIENTIFIC | $77,095 | $458,843 |
| 1870 BERKSHIRE HATHAWAY | $272,589 | $847,634 |
| 1405 META PLATFORMS INC CL A (FB) | $157,270 | $822,642 |
| 2601 MICROSOFT CORP | $122,841 | $1,096,322 |
| 1500 JOHNSON & JOHNSON (JNJ) | $192,149 | $216,930 |
| 1870 JPMORGAN CHASE & CO (JPM) | $182,653 | $448,258 |
| 1700 UNION PACIFIC | $171,540 | $387,668 |
| 3050 FISERV INC COM (FISV) | $337,368 | $626,531 |
| 1050 HOME DEPOT (HD) | $292,259 | $408,440 |
| 880 S&P GLOBAL INC COM (SPGI) | $326,633 | $438,266 |
| 250 UNITED HEALTH GP INC (UNH) | $131,796 | $126,465 |
| 400 ASML HOLDING NV NY REG NEW (ASML) | $289,794 | $277,232 |
| 1895 OLD DOMINION FREIGHT LINE (ODFL) | $292,258 | $334,278 |
| 415 MSCI INC COM (MSCI) | $194,966 | $249,004 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $384,766 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $399,548 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | HONEYCOMB - IMBY NEWSPAPER | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $10,037 | BookValueAmt |
| EOYFMV | $10,037 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $350 | LegalFeesAmt |
| Net Investment Income | $350 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT EXPENSES | Desc |
| Revenue And Expenses Per Books | $63,635 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $63,635 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| ROYALTIES | $2,551 | $2,551 | $2,551 |
| CLASS ACTION PAYMENT | $890 | $890 | $890 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONSULTING FEES | CategoryTxt |
| Amt | $1,000 | Amt |
| Net Investment Income | $1,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $1,560 | Amt |
| Net Investment Income | $1,560 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |