MAURICE SENDAK FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- MAURICE SENDAK FOUNDATION INC (EIN 13-3807627)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-13
- IRS object ID
- 202511339349100821
- 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
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-13T07:38:24-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 060530830 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEWARD AND MONDE CPA'S | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 296 STATE STREET | AddressLine1Txt |
| City | NORTH HAVEN | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 064732165 | 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 | 133807627 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MAURICE SENDAK FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MAUR | BusinessNameControlTxt |
| Phone | 2034389224 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 CHESTNUT HILL ROAD | AddressLine1Txt |
| City | RIDGEFIELD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06877 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LYNN CAPONERA | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2034389224 | PhoneNum |
| Signature | 2025-05-08 | 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 | GAYLE A CARBONE | PreparerPersonNm |
| PTIN | P01010777 | PTIN |
| Phone | 2032489341 | 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 | $164,284,395 | 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 | $143 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $413,864 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $413,864 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $349,792 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,595,750 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $349,792 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,381,937 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,381,937 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,145,736 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,145,593 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $247,494 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $123,747 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $314,666 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $246,364 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $56,631 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $31,187 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $147,292 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $73,646 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $73,646 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $46,879 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $23,440 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $23,439 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $288,087 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $288,087 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $65,347 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $18,983 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $26,082 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $108,723 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $161,451 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $161,451 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $50,245 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $50,245 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $2,138 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $2,138 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $274,003 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $274,003 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,762,956 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $404,156 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,012,302 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $152,307 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $152,307 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,915,263 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $404,156 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,164,609 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $230,473 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,741,437 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $333,470 | CashBOYAmt |
| Cash EOY | $160,165 | CashEOYAmt |
| Cash EOYFMV | $160,165 | CashEOYFMVAmt |
| Prepaid Expenses BOY | $49,969 | PrepaidExpensesBOYAmt |
| Corporate Stock BOY | $9,261,761 | CorporateStockBOYAmt |
| Corporate Stock EOY | $9,690,356 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $11,483,355 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,894,652 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,718,282 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,707,104 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,266,611 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,461,554 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,320,183 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $3,340,739 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,094,401 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $2,233,362 | LandBOYAmt |
| Land EOY | $2,246,338 | LandEOYAmt |
| Land EOYFMV | $2,246,338 | LandEOYFMVAmt |
| Other Assets BOY | $26,807,405 | OtherAssetsBOYAmt |
| Other Assets EOY | $26,807,405 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $147,367,250 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $41,847,230 | TotalAssetsBOYAmt |
| Total Assets EOY | $42,084,100 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $164,284,395 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $11,317 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $17,714 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $11,317 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $17,714 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $41,835,913 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $42,066,386 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $41,835,913 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $42,066,386 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $41,847,230 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $42,084,100 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $41,835,913 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $230,473 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $42,066,386 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $42,066,386 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|
| MORGAN STANLEY - 046895 - SHORT-TERM | 2024-12-31 | $40,269 | $36,551 | $3,718 | $3,718 | |
| MORGAN STANLEY - 046895 - LONG-TERM | 2024-12-31 | $572,997 | $554,430 | $18,567 | $18,567 | |
| MORGAN STANLEY - 046883 - SHORT-TERM | 2024-12-31 | $339,855 | $313,871 | $25,984 | $25,984 | |
| MORGAN STANLEY - 046883 - LONG-TERM | 2024-12-31 | $1,062,444 | $899,474 | $162,970 | $162,970 | |
| MORGAN STANLEY - 059146 - SHORT-TERM | 2024-12-31 | $111,042 | $111,110 | -$68 | -$68 | |
| MORGAN STANLEY - 059146 - LONG-TERM | 2024-12-31 | $1,797,029 | $1,810,952 | -$13,923 | -$13,923 | |
| MORGAN STANLEY - 078836 - SHORT-TERM | 2024-12-31 | $534,654 | $519,570 | $15,084 | $15,084 | |
| CAPITAL GAINS DIVIDENDS | $137,460 | $137,460 | $137,460 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $349,792 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $24,206 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $24,206 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $24,206 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $17,400 | 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 | $17,400 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $204 | EsPenaltyAmt |
| Tax Due | $7,010 | TaxDueAmt |
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 | DE | 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 | SENDAKFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | THE MAURICE SENDAK FOUNDATION INC | IndividualWithBooksNm |
| Phone | 2034389224 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 CHESTNUT HILL ROAD | AddressLine1Txt |
| City | RIDGEFIELD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06877 | 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 | Yes (1) | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| 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 (6 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| LYNN CAPONERA | |||||||||
| C/O MAURICE SENDAK FND 200 CHESTNUT | HILL ROAD | RIDGEFIELD | CT | 06877 | PRESIDENT/TREASURER/EXECUTIVE DIRECTOR | 45.00 | $247,494 | $33,617 | $0 |
| DONA ANN MCADAMS | |||||||||
| C/O MAURICE SENDAK FND 200 CHESTNUT | HILL ROAD | RIDGEFIELD | CT | 06877 | SECRETARY | 1.00 | $0 | $0 | $0 |
| MICHAEL DI CAPUA | |||||||||
| C/O MAURICE SENDAK FND 200 CHESTNUT | HILL ROAD | RIDGEFIELD | CT | 06877 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| AARON COHEN | |||||||||
| C/O MAURICE SENDAK FND 200 CHESTNUT | HILL ROAD | RIDGEFIELD | CT | 06877 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| SERGIO RUZZIER | |||||||||
| C/O MAURICE SENDAK FND 200 CHESTNUT | HILL ROAD | RIDGEFIELD | CT | 06877 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JOSH SIEGEL | |||||||||
| C/O MAURICE SENDAK FND 200 CHESTNUT | HILL ROAD | RIDGEFIELD | CT | 06877 | DIRECTOR | 1.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| LEAH MCCLOSKEY | ||||||||
| 200 CHESTNUT HILL ROAD | RIDGEFIELD | CT | 06877 | DIRECTOR OF OPERATIO | 40.00 | $136,604 | $23,162 | $0 |
| JONATHAN WEINBERG | ||||||||
| 200 CHESTNUT HILL ROAD | RIDGEFIELD | CT | 06877 | CURATOR | 30.00 | $124,123 | $693 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| THE WYLIE AGENCY LLC | |||||
| 250 WEST 57TH STREET SUITE 2114 | NEW YORK | NY | 10017 | LITERARY AGENT | $184,865 |
| SIMPSON THACHER & BARTLETT LLP | |||||
| 425 LEXINGTON AVENUE | NEW YORK | NY | 10017 | LEGAL | $107,451 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE MAURICE SENDAK FOUNDATION PROMOTES THE ARTISTIC LEGACY OF MAURICE SENDAK BY ENSURING HIS BOOKS ARE IN PRINT AND READILY AVAILABLE IN IDEAL EDITIONS, BY PRESERVING HIS HOME AND STUDIO AND BY EXHIBITING HIS ORIGINAL ART. WE NURTURE ILLUSTRATORS AND WRITERS IN THE FIELD OF CHILDREN'S LITERATURE, ESPECIALLY SUPPORTING EXCELLENCE IN THE ART OF THE PICTURE BOOK. DURING 2024, THE FOUNDATION FURTHERED THIS GOAL THROUGH ITS CONTINUED SUPPORT OF A RETROSPECTIVE EXHIBITION OF MAURICE SENDAK'S ART CALLED "WILD THINGS ARE HAPPENING: THE ART OF MAURICE SENDAK" DURING SPRING/SUMMER OF 2024 AT THE SKIRBALL CULTURAL CENTER IN LOS ANGELES, CA. THE EXHIBITION WAS THEN EXPANDED BY ANOTHER 200 PIECES OF ART AND RAN FROM OCTOBER 2024 THROUGH FEBRUARY 2025 AT THE DENVER MUSEUM OF ART IN DENVER, CO. THE FOUNDATION ALSO CONTINUED THE SENDAK FELLOWSHIP, THE YEARLY RESIDENCY PROGRAM THAT ENCOURAGES, TEACHES AND SUPPORTS ARTISTS WHO TELL STORIES WITH ILLUSTRATION. | Description1Txt |
| Expenses1 | $1,012,302 | Expenses1Amt |
| Description2 | CONTINUATION FROM ABOVE... THE SENDAK HOUSE AND ARCHIVE HOUSES THE COMPLETE COLLECTION OF SENDAK'S BOOKS AND ART AND SENDAK'S COLLECTION OF WORKS BY OTHER ARTISTS. IT ALSO CONTAINS ILLUSTRATIONS, MANUSCRIPTS, BOOKS AND RELATED MATERIALS THAT REPRESENT A WIDE RANGE OF SENDAK'S VISUAL CREATIVE OUTPUT. THE SENDAK HOUSE AND ARCHIVE IS A RESOURCE AND RESEARCH CENTER FOR CURATORS, SCHOLARS AND ARTISTS AND HOSTS MANY SUCH VISITORS EVERY YEAR. THE FOUNDATION CONTINUES ITS EFFORTS TO INVENTORY ALL OF THE ART, OBJECTS AND BOOKS IN SENDAK HOUSE AND ARCHIVE. | Description2Txt |
| Expenses2 | $0 | Expenses2Amt |
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 | $13,722,281 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $370,949 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $163,605 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $14,256,835 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $14,256,835 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $213,853 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $14,042,982 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $702,149 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $702,149 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $24,206 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $24,206 | TotalTaxAmt |
| Distributable Before Adj | $677,943 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $677,943 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $677,943 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,164,609 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,164,609 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $677,943 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $601,904 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $779,595 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $637,803 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,531,361 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $509,806 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,060,469 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,164,609 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $677,943 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $486,666 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $4,547,135 | 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 | $601,904 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,945,231 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $779,595 | ExcessFromYear4Amt |
| Excess From Year3 | $637,803 | ExcessFromYear3Amt |
| Excess From Year2 | $1,531,361 | ExcessFromYear2Amt |
| Excess From Year1 | $509,806 | ExcessFromYear1Amt |
| Excess From Current Year | $486,666 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| COZBI CABRERA | ||||||||||
| 828 JUDSON AVENUE 3 | EVANSTON | IL | 60202 | NONE | I | THE SENDAK FELLOWSHIP SUPPORTS ARTISTS WHO TELL STORIES WITH ILLUSTRATION. | $5,000 | |||
| ROCO ARAYA GUTIERREZ | ||||||||||
| NONE | I | THE SENDAK FELLOWSHIP SUPPORTS ARTISTS WHO TELL STORIES WITH ILLUSTRATION. | $7,143 | 12 RUE DE CHATEAUBRIANT | CORPS NUDS | FR | ||||
| CHARLOTTE AGER | ||||||||||
| NONE | I | THE SENDAK FELLOWSHIP SUPPORTS ARTISTS WHO TELL STORIES WITH ILLUSTRATION. | $7,143 | 18 TUDOR ROAD FLAT 1 | LONDON | UK | ||||
| ELSEBETH CURRY | ||||||||||
| NONE | I | THE SENDAK FELLOWSHIP SUPPORTS ARTISTS WHO TELL STORIES WITH ILLUSTRATION. | $5,000 | NEWNHAM COLLEGE SIDGWICK AVENUE | CAMBRIDGE | UK | ||||
| CATHERINE VIOLET HUBBARD FOUNDATION | ||||||||||
| 8 COMMERCE ROAD | NEWTOWN | CT | 06470 | 501(C)(3) | GENERAL OPERATIONS | $125,000 | ||||
| RIDGEFIELD LIBRARY | ||||||||||
| 472 MAIN STREET | RIDGEFIELD | CT | 06877 | NC | GENERAL OPERATIONS | $521 | ||||
| NATIONAL COALITION AGAINST CENSORSHIP | ||||||||||
| 29 BROADWAY 1400 | NEW YORK | NY | 10006 | 501(C)(3) | GENERAL OPERATIONS | $2,500 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $152,307 | 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 | $413,864 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 15 | ExclusionCd |
| Exclusion | $1,381,937 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $349,792 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,145,593 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,145,593 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $46,879 | Amt |
| Net Investment Income | $23,440 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $23,439 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (28 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Computation MethodComputationMethodTxt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt | Prior Year DepreciationPriorYearDepreciationAmt | LifeLifeRt |
|---|---|---|---|---|---|---|---|
| LAND | 2013-07-12 | $300,000 | L | $0 | $0 | ||
| 200 CHESTNUT HILL ROAD | 2013-07-12 | $1,200,000 | SL | $43,636 | $0 | $412,716 | 27.500000000000 |
| FURNITURE & FIXTURES | 2017-01-01 | $5,863 | 200DB | $0 | $0 | $5,863 | 5.000000000000 |
| OFFICE FURNITURE | 2017-01-01 | $2,604 | 200DB | $92 | $0 | $2,512 | 7.000000000000 |
| ARCHIVE ADDITION | 2018-03-15 | $1,406,550 | SL | $51,147 | $0 | $296,227 | 27.500000000000 |
| OFFICE FURNITURE | 2019-12-30 | $18,206 | 200DB | $0 | $0 | $18,206 | 7.000000000000 |
| OFFICE FURNITURE | 2020-12-01 | $6,300 | 200DB | $0 | $0 | $6,300 | 7.000000000000 |
| GARAGE RENOVATIONS | 2020-12-30 | $75,275 | 150DB | $0 | $0 | $75,275 | 15.000000000000 |
| IMPROVEMENTS | 2021-10-15 | $46,763 | SL | $0 | $0 | $46,763 | 15.000000000000 |
| IMPROVEMENTS | 2022-04-30 | $28,369 | SL | $0 | $0 | $28,369 | 15.000000000000 |
| COMPUTERS | 2022-09-15 | $8,396 | 200DB | $0 | $0 | $8,396 | 5.000000000000 |
| IMPROVEMENTS | 2022-09-30 | $37,218 | SL | $0 | $0 | $37,218 | 15.000000000000 |
| IMPROVEMENTS | 2022-11-30 | $6,220 | SL | $0 | $0 | $6,220 | 15.000000000000 |
| CAMERAS & EQUIPMENT | 2022-06-15 | $5,014 | 200DB | $0 | $0 | $5,014 | 5.000000000000 |
| OFFICE FURNITURE | 2022-09-30 | $2,940 | 200DB | $0 | $0 | $2,940 | 7.000000000000 |
| GARAGE RENOVATIONS | 2022-09-15 | $12,597 | 150DB | $0 | $0 | $12,597 | 15.000000000000 |
| FURNITURE & FIXTURES | 2022-07-31 | $17,036 | 200DB | $0 | $0 | $17,036 | 5.000000000000 |
| SHELVING | 2023-01-26 | $2,885 | 200DB | $923 | $0 | $577 | 5.000000000000 |
| HUMIDIFIER - ARCHIVE | 2023-04-04 | $11,500 | 200DB | $2,816 | $0 | $1,643 | 7.000000000000 |
| PUMP | 2023-05-10 | $5,824 | 200DB | $1,426 | $0 | $832 | 7.000000000000 |
| LAND IMPROVEMENTS | 2023-08-08 | $19,480 | 150DB | $1,851 | $0 | $974 | 15.000000000000 |
| STUDIO BUILDING | 2024-07-01 | $32,164 | SL | $585 | $0 | 27.500000000000 | |
| LAND IMPROVEMENTS | 2024-07-01 | $31,880 | 150DB | $1,594 | $0 | 15.000000000000 | |
| 4 STUDIO BUILDINGS | 2025-05-01 | $20,850 | SL | $0 | $0 | 27.500000000000 | |
| WINDOWS | 2024-03-14 | $10,278 | SL | $311 | $0 | 27.500000000000 | |
| GENERATOR | 2024-11-18 | $11,350 | 200DB | $1,621 | $0 | 7.000000000000 | |
| HUMIDIFIER | 2024-03-19 | $5,501 | 200DB | $786 | $0 | 7.000000000000 | |
| COMPUTERS | 2024-07-02 | $9,676 | 200DB | $1,935 | $0 | 5.000000000000 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (7 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BANK OF AMERICA CORP | $340,413 | $351,190 |
| CITIGROUP INC. | $435,236 | $424,324 |
| JPMORGAN CHASE & CO | $96,175 | $99,554 |
| BANK OF NEW YORK MELLON CORP | $290,772 | $293,211 |
| CHARLES SCHWAB CORP | $197,261 | $194,152 |
| PNC FIN SERVICES GROUP INC | $256,746 | $245,983 |
| US BANCORP | $101,679 | $98,690 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (107 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBVIE INC. | $17,793 | $26,122 |
| AMGEN INC. | $25,976 | $27,628 |
| BANK OF AMERICA CORP | $103,789 | $134,311 |
| BLACKROCK INC. | $62,527 | $90,210 |
| BROADCOM INC. | $29,813 | $39,876 |
| CME GROUP INC. | $22,993 | $24,849 |
| COLGATE PALMOLIVE CO. | $49,540 | $58,637 |
| CROWN CASTLE INC. | $67,061 | $52,096 |
| EXXON MOBIL CORP | $70,945 | $91,112 |
| HOME DEPOT INC. | $69,004 | $92,969 |
| HONEYWELL INTL INC. | $103,320 | $120,625 |
| JOHNSON & JOHNSON | $106,541 | $94,003 |
| JPMORGAN CHASE & CO | $80,016 | $140,230 |
| MICROSOFT CORP | $107,852 | $109,590 |
| NEXTERA ENERGY INC. | $40,404 | $42,082 |
| NORTHROP GRUMMAN | $39,414 | $39,420 |
| PROCTOR & GAMBLE | $48,254 | $55,492 |
| PROLOGIS INC. | $81,910 | $73,462 |
| SEMPRA | $36,410 | $43,071 |
| SHERWIN WILLIAMS COMPANY | $80,557 | $98,240 |
| T-MOBILE US INC. | $54,352 | $79,503 |
| UNITEDHEALTH GROUP INC. | $43,128 | $52,609 |
| SPDR BLOOMBERG 1-3 MONTH T-B | $13,202 | $13,179 |
| ALGER SMALL CAP FOCUS Z | $229,524 | $227,335 |
| COLUMBIA DIVIDEND INCOME INST | $197,422 | $214,931 |
| COLUMBIA SELECT LG CAP GW I | $326,835 | $329,988 |
| JPMORGAN MID CAP VALUE | $222,097 | $215,691 |
| MFS INTL DIVERSIFICATION I | $488,917 | $561,776 |
| MFS NEW DISCOVERY I | $216,170 | $208,138 |
| MSIF GROWTH I | $236,853 | $424,826 |
| FIRST TR VALU.LN DIV IDX | $146,961 | $173,905 |
| FIRST TRUST DEVELP MKT EX | $236,745 | $231,030 |
| ISHARES MSCI EMERGING MKTS ETF | $123,285 | $124,582 |
| ISHARES RUSSELL 2000 GROWTH ETF | $227,167 | $284,654 |
| ISHARES RUSSELL 2000 VALUE ETF | $193,013 | $248,389 |
| ISHARES RUSSELL MIDCAP G ETF | $161,185 | $247,036 |
| ISHARES S&P MID-CAP 400 V ETF | $148,649 | $216,681 |
| ISHARES U.S. HEALTHCARE ETF | $150,253 | $190,834 |
| ISHARES US BASIC MATERIALS ETF | $32,453 | $43,527 |
| ISHARES US ENERGY ETF | $77,943 | $141,905 |
| ISHARES US FINANCIALS ETF | $296,050 | $460,897 |
| ISHARES US TELECOMM ETF | $44,483 | $38,743 |
| PROSHARES EAFE DVD GROWERS | $99,553 | $89,537 |
| VANGUARD CONSUMER STAPLES ET ETF | $123,880 | $155,998 |
| VANGUARD CONSUMER DSC ETF | $116,089 | $209,462 |
| VANGUARD INDUSTRIALS ETF | $130,502 | $207,074 |
| VANGUARD INFO TECH ETF | $233,753 | $527,286 |
| VANGUARD REAL ESTATE ETF | $36,646 | $34,830 |
| VANGUARD UTILITIES ETF | $40,702 | $43,960 |
| COLUMBIA SELECT LG CAP GW I | $278,549 | $281,229 |
| MSIF GROWTH I | $332,528 | $372,048 |
| MORGAN STANLEY | $127,410 | $125,950 |
| MORGAN STANLEY | $202,857 | $201,840 |
| ARES CAPITAL CORP | $39,006 | $43,780 |
| BLACKROCK FLT RTE INC | $231,612 | $247,500 |
| E V ADV FLOATING RATE A | $446,209 | $431,848 |
| MSILF GOVERNMENT PTF INST | $40,547 | $40,547 |
| ALPHABET INC. | $112,990 | $133,268 |
| ANALOG DEVICES INC. | $50,309 | $46,529 |
| AT&T INC. | $24,917 | $24,705 |
| BANK OF NEW YORK MELLON CORP | $20,100 | $19,745 |
| CHENIERE ENERGY INC. | $22,532 | $27,933 |
| CHUBB LTD | $38,733 | $44,484 |
| CONSTELLATION ENERGY CORP. | $33,366 | $36,465 |
| DELL TECHNOLOGIES INC. | $30,748 | $31,576 |
| EATON CORP. | $35,908 | $33,187 |
| FREEPORT-MCMORAN | $28,314 | $21,363 |
| GENL DYNAMICS CORP | $26,753 | $23,451 |
| GOLDMAN SACHS GRP INC. | $62,716 | $88,756 |
| M&T BANK CORP | $43,374 | $47,567 |
| MCDONALDS CORP | $31,387 | $33,627 |
| MERCK & CO | $42,994 | $38,001 |
| SCHLUMBERGER LTD | $31,065 | $24,499 |
| STARBUCKS CORP | $56,659 | $56,210 |
| INVESCO QQQ TRUST | $110,024 | $129,852 |
| KLAVIYO INC. | $25,904 | $32,002 |
| FT VEST S&P 500 DIVIDEND | $255,283 | $243,519 |
| GUGGENHEIM TOTAL RETURN BD C | $253,393 | $254,410 |
| ADOBE INC. | $32,309 | $26,136 |
| ADVANCED MICRO DEVICES | $30,282 | $19,447 |
| AMAZON INC. | $71,677 | $87,756 |
| APPLE INC. | $76,848 | $108,682 |
| ARES MANAGEMENT CORP | $20,959 | $25,315 |
| ATLASSIAN CORPORATION | $21,056 | $27,259 |
| BLOCK INC | $35,478 | $39,265 |
| CADENCE DESIGN SYSTEM | $16,647 | $20,507 |
| CHEWY INC. | $6,311 | $11,722 |
| DEXCOM INC. | $18,266 | $13,143 |
| DOORDASH INC. | $19,236 | $22,311 |
| ELI LILLY & CO. | $34,896 | $34,079 |
| FIRST SOLAR INC. | $10,052 | $8,980 |
| GE VERNOVA INC. | $11,100 | $13,907 |
| IDEXX LABS | $22,689 | $21,631 |
| L3HARRIS TECHNOLOGIES INC. | $17,097 | $17,127 |
| META PLATFORMS INC. | $30,916 | $35,687 |
| NETFLIX INC. | $14,802 | $21,614 |
| NVIDIA CORPORATION | $75,616 | $118,175 |
| PINTEREST INC. | $12,410 | $10,208 |
| SHOPIFY INC. | $13,415 | $19,246 |
| SPOTIFY TECHNOLOGY | $16,416 | $26,631 |
| TERADYNE INC. | $10,543 | $11,339 |
| TESLA INC. | $11,142 | $22,167 |
| TRANSDIGM GROUP INC. | $16,429 | $15,702 |
| TWILIO INC. | $17,091 | $20,968 |
| UBER TECHNOLOGIES INC. | $35,122 | $28,531 |
| VISA INC. | $34,256 | $37,925 |
| WORKDAY INC. | $29,177 | $29,673 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| UNIT FTP S&P DIVIDEND ARISTOCRATS TARGET | AT COST | $473,882 | $499,564 |
| UNIT FTP S&P DIVIDEND ARISTOCRATS TARGET | AT COST | $149,898 | $143,558 |
| COUNTERPOINT VENTURE FEEDER | AT COST | $449,910 | $273,528 |
| NB SELECT OPPS VI | AT COST | $332,864 | $348,533 |
| NB SELECT OPPS VI CPV | AT COST | $55,000 | $55,000 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (28 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| LAND | $300,000 | $0 | $300,000 |
| 200 CHESTNUT HILL ROAD | $1,200,000 | $456,352 | $743,648 |
| FURNITURE & FIXTURES | $5,863 | $5,863 | $0 |
| OFFICE FURNITURE | $2,604 | $2,604 | $0 |
| ARCHIVE ADDITION | $1,406,550 | $347,374 | $1,059,176 |
| OFFICE FURNITURE | $18,206 | $18,206 | $0 |
| OFFICE FURNITURE | $6,300 | $6,300 | $0 |
| GARAGE RENOVATIONS | $75,275 | $75,275 | $0 |
| IMPROVEMENTS | $46,763 | $46,763 | $0 |
| IMPROVEMENTS | $28,369 | $28,369 | $0 |
| COMPUTERS | $8,396 | $8,396 | $0 |
| IMPROVEMENTS | $37,218 | $37,218 | $0 |
| IMPROVEMENTS | $6,220 | $6,220 | $0 |
| CAMERAS & EQUIPMENT | $5,014 | $5,014 | $0 |
| OFFICE FURNITURE | $2,940 | $2,940 | $0 |
| GARAGE RENOVATIONS | $12,597 | $12,597 | $0 |
| FURNITURE & FIXTURES | $17,036 | $17,036 | $0 |
| SHELVING | $2,885 | $1,500 | $1,385 |
| HUMIDIFIER - ARCHIVE | $11,500 | $4,459 | $7,041 |
| PUMP | $5,824 | $2,258 | $3,566 |
| LAND IMPROVEMENTS | $19,480 | $2,825 | $16,655 |
| STUDIO BUILDING | $32,164 | $585 | $31,579 |
| LAND IMPROVEMENTS | $31,880 | $1,594 | $30,286 |
| 4 STUDIO BUILDINGS | $20,850 | $0 | $20,850 |
| WINDOWS | $10,278 | $311 | $9,967 |
| GENERATOR | $11,350 | $1,621 | $9,729 |
| HUMIDIFIER | $5,501 | $786 | $4,715 |
| COMPUTERS | $9,676 | $1,935 | $7,741 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $147,292 | LegalFeesAmt |
| Net Investment Income | $73,646 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $73,646 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (5 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| WORKS OF ART BY MAURICE SENDAK | $19,474,800 | $19,474,800 | $89,211,325 |
| ANTIQUES AND CERAMICS | $600,000 | $600,000 | $491,325 |
| MICKEY MOUSE COLLECTIBLES | $163,605 | $163,605 | $88,200 |
| WORKS OF ART NOT BY MAURICE SENDAK | $6,500,000 | $6,500,000 | $57,507,400 |
| RARE EDITION BOOKS | $69,000 | $69,000 | $69,000 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OUTSIDE SERVICES | $81,280 | $0 | $81,280 |
| INSURANCE | $61,785 | $0 | $61,785 |
| STORAGE | $39,227 | $0 | $39,227 |
| DESIGN SERVICES | $15,149 | $0 | $15,149 |
| FELLOWSHIP EXPENSES | $33,776 | $0 | $33,776 |
| OFFICE EXPENSES | $25,401 | $0 | $25,401 |
| FOOD | $11,673 | $0 | $11,673 |
| ART HANDLING AND MOVING | $1,956 | $0 | $1,956 |
| ARCHIVING AND CONSERVATION | $479 | $0 | $479 |
| BUSINESS GIFTS | $1,638 | $0 | $1,638 |
| LICENSES AND FEES | $1,639 | $0 | $1,639 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| ROYALTY INCOME | $1,246,413 | $1,246,413 | $1,246,413 |
| LICENSING RIGHTS | $90,741 | $90,741 | $90,741 |
| OTHER INCOME | $13,837 | $13,837 | $13,837 |
| EXHIBITION INCOME | $30,946 | $30,946 | $30,946 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CREDIT CARD PAYABLE | Desc |
| BOY Book Value | $11,317 | BOYBookValueAmt |
| EOY Book Value | $17,714 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $101,636 | $101,636 | $0 |
| COMMISSIONS | $186,451 | $186,451 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL | $46,364 | $0 | $26,082 |
| FEDERAL 990-PF | $18,983 | $18,983 | $0 |