BRODER FAMILY FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- BRODER FAMILY FOUNDATION INC (EIN 20-3979691)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-09
- IRS object ID
- 202341299349102349
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-09T13:09:42-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 203979691 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Broder Family Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | BROD | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | paul broder | PersonNm |
| Person Title | president | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2023-05-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | paul | PersonFirstNm |
| Person Last | broder | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $39,169,102 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $66,523 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $66,523 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $607,684 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $607,684 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $887,745 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,656,229 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $887,745 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $34,504 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $1,596,456 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,561,952 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Taxes Rev And Expnss | $12,800 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $102,776 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $102,776 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $115,576 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $102,776 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,500,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,500,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,615,576 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,602,776 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,019,120 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,561,952 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $5,583,665 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,381,024 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,381,024 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $29,795,594 | CorporateStockBOYAmt |
| Corporate Stock EOY | $30,979,115 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $36,788,078 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $35,379,259 | TotalAssetsBOYAmt |
| Total Assets EOY | $33,360,139 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $39,169,102 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $35,379,259 | RetainedEarningBOYAmt |
| Retained Earning EOY | $33,360,139 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $35,379,259 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $33,360,139 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $35,379,259 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $33,360,139 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $35,379,259 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,019,120 | ExcessRevenueOverExpensesAmt |
| Subtotal | $33,360,139 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $33,360,139 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $6,656,229 | GrossSalesPriceAmt |
| Cost Or Other Basis | $5,768,484 | CostOrOtherBasisAmt |
| Gain Or Loss | $887,745 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $887,745 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $887,745 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $21,711 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $21,711 | SubtotalAmt |
| Tax Based On Investment Income | $21,711 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $15,888 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $15,888 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $5,823 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| Paul G Broder | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Pres, Dir, Sec | 1.0 | $0 | $0 | $0 |
| Kimberly J Griffiths | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP | 1.0 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 Walls Drive 3rd Fl | AddressLine1Txt |
| City | Fairfield | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06824 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Administrative | ServiceTypeTxt |
| Compensation | $102,751 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $37,546,535 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,991,546 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $42,538,081 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $42,538,081 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $638,071 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $41,900,010 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,095,001 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,095,001 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $21,711 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $21,711 | TotalTaxAmt |
| Distributable Before Adj | $2,073,290 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $2,073,290 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $2,073,290 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,602,776 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $3,602,776 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,073,290 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $2,221,578 | UndistributedIncomePYAmt |
| Prior Year1 | 2020 | PriorYear1Yr |
| Prior Year2 | 2019 | PriorYear2Yr |
| Prior Year3 | 2018 | PriorYear3Yr |
| Qualifying Distributions | $3,602,776 | QualifyingDistributionsAmt |
| Applied To Year1 | $2,221,578 | AppliedToYear1Amt |
| Applied To Current Year | $1,381,198 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $692,092 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Kimberly J Griffiths | ContributingManagerNm |
| Contributing Manager | Paul G Broder | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (36 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMNESTY INTERNATIONAL OF THE USA INC | |||||||
| 311 43RD ST 7TH FL | NEW YORK | NY | 10036 | N/A | PC | General & Unrestricted | $25,000 |
| BIG FLUFFY DOG RESCUE | |||||||
| 196 JEFFERSON PIKE | LA VERGNE | TN | 37086 | N/A | PC | General & Unrestricted | $5,000 |
| BLUE GRASS COMMUNITY FOUNDATION INC | |||||||
| 499 EAST HIGH ST SUITE 112 | LEXINGTON | KY | 40507 | N/A | PC | General & Unrestricted | $10,000 |
| BOYS AND GIRLS CLUBS OF PALM BEACH COUNTY INC | |||||||
| 800 NORTHPOINT PKWY STE 204 | WEST PALM BCH | FL | 33407 | N/A | PC | General & Unrestricted | $100,000 |
| CAMP HORSEABILITY INC | |||||||
| PO BOX 410-1 | OLD WESTBURY | NY | 11568 | N/A | PC | General & Unrestricted | $8,000 |
| CENTERLINK INC | |||||||
| PO BOX 24490 | FT LAUDERDALE | FL | 33307 | N/A | PC | General & Unrestricted | $2,000 |
| CHILDREN'S TUMOR FOUNDATION | |||||||
| PO BOX 7247 MAILCODE 6895 | PHILADELPHIA | PA | 19170 | N/A | PC | General & Unrestricted | $20,000 |
| CHILDRENS MIRACLE NETWORK | |||||||
| 205 W 700 S | SALT LAKE CTY | UT | 84101 | N/A | PC | General & Unrestricted | $100,000 |
| COLBYS CREW RESCUE | |||||||
| 988 PIPER WAY | KESWICK | VA | 22947 | N/A | PC | General & Unrestricted | $50,000 |
| COPE FOUNDATION INC | |||||||
| PO BOX 1251 | MELVILLE | NY | 11747 | N/A | PC | General & Unrestricted | $25,000 |
| DRUGS FOR NEGLECTED DISEASESINITIATIVE NORTH AMERI | |||||||
| 40 RECTOR ST 16TH FL | NEW YORK | NY | 10006 | N/A | PC | General & Unrestricted | $100,000 |
| EQUUS FOUNDATION INC | |||||||
| 168 LONG LOTS RD | WESTPORT | CT | 06880 | N/A | PC | General & Unrestricted | $3,000 |
| FEED THE HUNGRY PANTRY OF PALM BEACH COUNTY INC | |||||||
| 8306 155TH PL N | WEST PALM BCH | FL | 33418 | N/A | PC | General & Unrestricted | $20,000 |
| FIDELITY INVESTMENTS CHARITABLE GIFT FUND | |||||||
| 245 SUMMER ST MZ NM43A | BOSTON | MA | 02210 | N/A | PC | donor advised fund | $2,000,000 |
| FOLDS OF HONOR FOUNDATION | |||||||
| 5800 N PATRIOT DR | OWASSO | OK | 74055 | N/A | PC | General & Unrestricted | $30,000 |
| FOUNDATION FOR APPALACHIAN KENTUCKY INC | |||||||
| 420 MAIN ST | HAZARD | KY | 41701 | N/A | PC | General & Unrestricted | $200,000 |
| FRESH RX | |||||||
| 1260 S FEDERAL HWY | BOYNTON BEACH | FL | 33435 | N/A | PC | General & Unrestricted | $25,000 |
| GEORGETOWN UNIVERSITY | |||||||
| 2115 WISCONSIN AVE NW STE 500 | WASHINGTON | DC | 20007 | N/A | PC | General & Unrestricted | $200,000 |
| GODS PANTRY FOOD BANK INC | |||||||
| 1685 JAGGIE FOX WAY | LEXINGTON | KY | 40511 | N/A | PC | General & Unrestricted | $10,000 |
| GRASSROOTS INTERNATIONAL INC | |||||||
| 179 BOYLSTON ST 4TH FLOOR | BOSTON | MA | 02130 | N/A | PC | General & Unrestricted | $25,000 |
| HABITAT FOR HUMANITY INTERNATIONAL INC - HABITAT F | |||||||
| 6758 N MILITARY TRAIL STE 301 | WEST PALM BEACH | FL | 33407 | N/A | PC | General & Unrestricted | $100,000 |
| INSTITUTE FOR JUSTICE | |||||||
| 901 N GLEBE RD STE 900 | ARLINGTON | VA | 22203 | N/A | PC | General & Unrestricted | $100,000 |
| JOSHS BENCHES FOR AWARENESS | |||||||
| PO BOX 212761 | ROYAL PLM BCH | FL | 33421 | N/A | PC | General & Unrestricted | $20,000 |
| KEVIN BABINGTON FOUNDATION | |||||||
| 10 EDGEWOOD RD | WESTWOOD | MA | 02090 | N/A | PC | General & Unrestricted | $5,000 |
| MEDECINS SANS FRONTIERES USA INC - DOCTORS WITHOUT | |||||||
| PO BOX 5030 | HAGERSTOWN | MD | 21741 | N/A | PC | General & Unrestricted | $25,000 |
| MEMORIAL SLOAN-KETTERING CANCER CENTER | |||||||
| 1275 YORK AVE | NEW YORK | NY | 10065 | N/A | PC | General & Unrestricted | $50,000 |
| MOMENTUM WHEELS FOR HUMANITY | |||||||
| 9509 VASSAR AVE UNIT A | CHATSWORTH | CA | 91311 | N/A | PC | General & Unrestricted | $20,000 |
| OLD FIELD FARMS LTD | |||||||
| PO BOX 598 | STONY BROOK | NY | 11790 | N/A | PC | General & Unrestricted | $30,000 |
| PALM BEACH COUNTY SHERIFFS FOUNDATION | |||||||
| 3228 GUN CLUB RD | WEST PALM BCH | FL | 33406 | N/A | PC | General & Unrestricted | $40,000 |
| PLANNED PARENTHOOD FEDERATION OF AMERICA INC | |||||||
| 123 WILLIAMS ST 10TH FL | NEW YORK | NY | 10038 | N/A | PC | General & Unrestricted | $50,000 |
| RONALD MCDONALD HOUSE CHARITIES OF THE BLUEGRASS I | |||||||
| PO BOX 22414 | LEXINGTON | KY | 40522 | N/A | PC | General & Unrestricted | $10,000 |
| STARTING OVER ANIMAL REFUGE INC | |||||||
| 5401 NW 65TH PL | OCALA | FL | 34482 | N/A | PC | General & Unrestricted | $2,000 |
| UNITED STATES EQUESTRIAN FEDERATION INC | |||||||
| 4001 WING COMMANDER WAY | LEXINGTON | KY | 40511 | N/A | PC | General & Unrestricted | $10,000 |
| WIKIMEDIA FOUNDATION INC | |||||||
| PO BOX 98204 | WASHINGTON | DC | 20090 | N/A | PC | General & Unrestricted | $20,000 |
| WORLD CENTRAL KITCHEN INCORPORATED | |||||||
| 200 MASSACHUSETTS AVE NW 7TH FL | WASHINGTON | DC | 20001 | N/A | PC | General & Unrestricted | $30,000 |
| WORLD HOPE INTERNATIONAL INC | |||||||
| PO BOX 743794 | ATLANTA | GA | 30374 | N/A | PC | General & Unrestricted | $30,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,500,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $66,523 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $607,684 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $887,745 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Federal Tax Refund | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $34,504 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,596,456 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,596,456 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (9 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| APPLE INC | $1,070,367 | $974,475 |
| ARES CAPITAL CORPORATION - CLO | $540,450 | $554,100 |
| ARK GENOMIC REVOLUTION MULTI S | $1,005,986 | $369,813 |
| FIDELITY INTERNATL INDEX INSTL | $5,847,259 | $5,621,829 |
| FIDELITY SEL PORT NATURAL RESO | $1,074,875 | $2,317,219 |
| FIDELITY TOTAL MARKET INDEX FU | $15,751,454 | $20,403,738 |
| MICROSOFT CORP | $1,060,467 | $1,079,190 |
| PIMCO DYNAMIC INCOME FUND | $517,437 | $462,000 |
| SPDR GOLD SHARES | $4,110,820 | $5,005,714 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $102,751 | $102,751 |
| State or Local Filing Fees | $25 | $25 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Federal Tax Refund | Desc |
| Revenue And Expenses Per Books | $34,504 | RevenueAndExpensesPerBooksAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 990-PF Estimated Tax for 2022 | CategoryTxt |
| Amt | $12,800 | Amt |