ENTEGRIS FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- ENTEGRIS FOUNDATION INC (EIN 85-3863257)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-04-28
- IRS object ID
- 202521189349100237
- 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 Bonds Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-04-28T12:01:27-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 346565596 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 40 WESTMINSTER ST STE 800 | AddressLine1Txt |
| City | PROVIDENCE | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02903 | 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 | 853863257 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ENTEGRIS FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ENTE | BusinessNameControlTxt |
| Phone | 8443823122 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 129 CONCORD ROAD BLDG 2 | AddressLine1Txt |
| City | BILLERICA | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01821 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOSEPH COLELLA | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 8443823122 | PhoneNum |
| Signature | 2025-04-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICHARD RALEIGH | PreparerPersonNm |
| PTIN | P00382844 | PTIN |
| Phone | 4014573839 | PhoneNum |
| Preparation | 2025-04-09 | PreparationDt |
| 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 | $10,364,130 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $289,188 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $289,188 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $566,503 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,679,673 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $566,503 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $855,691 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $855,691 | TotalNetInvstIncmAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $2,500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $65,480 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $65,480 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,976 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,330 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $500 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $500 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $73,456 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $66,810 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,000 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $625,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $625,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $698,456 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $66,810 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $628,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $157,235 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $788,881 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $1,484 | CashEOYAmt |
| Cash EOYFMV | $1,484 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $4,667,143 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $688,697 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $688,697 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Bonds BOY | $1,126,575 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,878,943 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,836,637 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $3,808,522 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $6,197,456 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $6,837,312 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $9,602,240 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,766,580 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,364,130 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $9,602,240 | CapitalStockBOYAmt |
| Capital Stock EOY | $9,766,580 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,602,240 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,766,580 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,602,240 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,766,580 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,602,240 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $157,235 | ExcessRevenueOverExpensesAmt |
| Other Increases | $12,904 | OtherIncreasesAmt |
| Subtotal | $9,772,379 | SubtotalAmt |
| Other Decreases | $5,799 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $9,766,580 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (20 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 3787. VANGUARD DIVIDEND APPREC ETF | 2024-02-09 | $663,250 | $551,885 | $111,365 | $111,365 | ||
| 13365.178 AMG GW&K SMALL/MID CAP CORE Z | 2024-02-15 | $238,702 | $226,836 | $11,866 | $11,866 | ||
| 468. SPDR S&P MIDCAP 400 ETF TRUST | 2024-02-15 | $242,897 | $213,276 | $29,621 | $29,621 | ||
| 2041. VANGUARD RUSSELL 1000 VA-INS | 2024-02-15 | $591,400 | $527,470 | $63,930 | $63,930 | ||
| 9274.015 HARTFORD DVDND & GRWTH-F | 2024-03-08 | $312,349 | $316,505 | -$4,156 | -$4,156 | ||
| 2041.616 VANGUARD RUSSELL 1000 VA-INS | 2024-03-08 | $609,177 | $506,464 | $102,713 | $102,713 | 2022-06-30 | |
| 9611.479 JOHN HANCOCK III-DISCPL V-R6 | 2024-12-23 | $217,700 | $229,522 | -$11,822 | -$11,822 | 2024-03-08 | |
| 8836.907 VANGUARD DEVELOPED MKTS INDEX -127 | 2024-12-23 | $136,000 | $142,336 | -$6,336 | -$6,336 | ||
| 66.709 VANGUARD RUSSELL 1000 GR-INS | 2024-12-23 | $54,300 | $31,460 | $22,840 | $22,840 | 2020-12-21 | |
| 800. VANGUARD S&P 500 ETF | 2024-12-23 | $436,544 | $367,416 | $69,128 | $69,128 | 2024-02-09 | |
| CAPITAL GAIN DIVIDENDS | $177,354 | P | |||||
| CAPITAL GAIN DIVIDENDS | $177,354 | P | |||||
| CAPITAL GAIN DIVIDENDS | $177,354 | P | |||||
| CAPITAL GAIN DIVIDENDS | $177,354 | P | |||||
| CAPITAL GAIN DIVIDENDS | $177,354 | P | |||||
| CAPITAL GAIN DIVIDENDS | $177,354 | P | |||||
| CAPITAL GAIN DIVIDENDS | $177,354 | P | |||||
| CAPITAL GAIN DIVIDENDS | $177,354 | P | |||||
| CAPITAL GAIN DIVIDENDS | $177,354 | P | |||||
| CAPITAL GAIN DIVIDENDS | $177,354 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $566,503 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $10,965 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $10,965 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $10,965 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,352 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $2,352 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $8,613 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TRUIST BANK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8443823122 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 919798 | AddressLine1Txt |
| City | ORLANDO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32891 | 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 (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| BILL SEYMOUR | ||||||
| 129 CONCORD ROAD BUILDING 2 | BILLERICA | MA | 01821 | TREASURER | 1 | $0 |
| SUE RICE | ||||||
| 7 BUTTERCUP LANE | DOVER | MA | 02030 | PRESIDENT | 1 | $0 |
| JOSEPH COLELLA | ||||||
| 46 MURDOCK ST UNIT A | SOMERVILLE | MA | 02145 | DIRECTOR | 1 | $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 |
| 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 | $7,831,677 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,283,657 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,115,334 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $10,115,334 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $151,730 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,963,604 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $498,180 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $498,180 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $10,965 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $10,965 | TotalTaxAmt |
| Distributable Before Adj | $487,215 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $487,215 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $487,215 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $628,000 | 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 | $628,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $487,215 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $72,576 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $147,193 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $316,605 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $536,374 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $628,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $487,215 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $140,785 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $677,159 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $677,159 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $72,576 | ExcessFromYear3Amt |
| Excess From Year2 | $147,193 | ExcessFromYear2Amt |
| Excess From Year1 | $316,605 | ExcessFromYear1Amt |
| Excess From Current Year | $140,785 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| COLORADO SCHOOL OF MINES FOUNDATION | ||||||||
| 1812 ILLINOIS ST | GOLDEN | CO | 804011838 | NONE | PC | ENTEGRIS STEM SCHOLARSHIP | $50,000 | |
| DENVER SCHOLARSHIP FOUNDATION | ||||||||
| 789 SHERMAN ST SE 610 | DENVER | CO | 80203 | NONE | PC | ENTEGRIS STEM SCHOLARSHIP | $25,000 | |
| NATIONAL TAIWAN UNIVERSITY ACADEMIC | ||||||||
| 38 RIDGEFIELD LANE | WILLOWBROOK | IL | 60527 | NONE | PC | ENTEGRIS STEM SCHOLARSHIP | $25,000 | DEVELOPMENT FOUNDATION INC |
| NORTHEASTERN UNIVERSITY | ||||||||
| 360 HUNTINGTON AVENUE | BOSTON | MA | 02115 | NONE | PC | ENTEGRIS STEM SCHOLARSHIP | $25,000 | |
| NTHU NORTH AMERICA FOUNDATION INC | ||||||||
| 777 ALEXANDER RD STE 102 | PRINCETON | NJ | 08540 | NONE | PC | ENTEGRIS SCHOLARSHIP | $25,000 | |
| RENSSELAER POLYTECHNIC INSTITUTE | ||||||||
| 110 8TH STREET | TROY | NY | 12180 | NONE | PC | ENTEGRIS SCHOLARSHIP | $50,000 | |
| ROCHESTER INSTITUTE OF TECHNOLOGY | ||||||||
| 1 LOMB MEMORIAL DRIVE | ROCHESTER | NY | 14623 | NONE | PC | ENTEGRIS SCHOLARSHIP | $50,000 | |
| TEXAS A&M FOUNDATION | ||||||||
| 401 GEORGE BUSH DR | COLLEGE STATION | TX | 77840 | NONE | PC | ENTEGRIS SCHOLARSHIP | $25,000 | |
| UNIVERSITY OF COLORADO FOUNDATION | ||||||||
| 1800 GRANT STREET SUITE 725 | DENVER | CO | 80203 | NONE | PC | ENTEGRIS SCHOLARSHIP | $75,000 | |
| UNIVERSITY OF CONNECTICUT FDN INC | ||||||||
| 2390 ALUMNI DRIVE | STORRS | CT | 06269 | NONE | PC | ENTEGRIS SCHOLARSHIP | $75,000 | |
| UNIVERSITY OF ILLINOIS FOUNDATION | ||||||||
| 506 S WRIGHT STREET 209 HAB MC-33 | URBANA | IL | 61801 | NONE | PC | ENTEGRIS STEM SCHOLARSHIP | $25,000 | |
| UNIVERSITY OF MASSACHUSETTS | ||||||||
| 100 CARLSON AVE BUILDING 12 | NEWTON | MA | 02459 | NONE | PC | ENTEGRIS SCHOLARSHIP | $75,000 | FOUNDATION INC |
| UNIVERSITY OF MINNESOTA FOUNDATION | ||||||||
| 200 OAK STREET SE SUITE 500 | MINNEAPOLIS | MN | 55455 | NONE | PC | ENTEGRIS STEM SCHOLARSHIP | $75,000 | |
| UNIVERSITY OF TEXAS FOUNDATION | ||||||||
| 9011 MOUNTAIN RIDGE STE 150 | AUSTIN | TX | 78759 | NONE | PC | ENTEGRIS STEM SCHOLARSHIP | $25,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $625,000 | 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 |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $289,188 | 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 | $566,503 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $855,691 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $855,691 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE (NON-ALLOC | CategoryTxt |
| Amt | $2,500 | Amt |
| Disbursements Charitable Prps | $2,500 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 464287226 ISHARES CORE US AGGR | $1,766,506 | $1,729,956 |
| 543495717 LOOMIS SAYLES BOND F | $562,437 | $556,117 |
| 19765M213 COLUMBIA SHORT TERM | $550,000 | $550,564 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (16 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 92206C664 VANGUARD RUSSELL 200 | AT COST | $260,004 | $265,935 |
| 92206C672 VANGUARD RUSSELL 100 | AT COST | $989,923 | $1,413,704 |
| 92206C698 VANGUARD RUSSELL 100 | |||
| 00170K232 AMG GW&K SMALL/MID C | |||
| 41664T669 HARTFORD DIVIDEND & | |||
| 921943809 VANGUARD DEVELOPED M | AT COST | $199,951 | $203,455 |
| 256210105 DODGE & COX INCOME F | AT COST | $564,222 | $548,450 |
| 78467Y107 MIDCAP SPDR TRUST SE | |||
| 921908844 VANGUARD DIVIDEND AP | |||
| 922042858 VANGUARD FTSE EMERGI | AT COST | $198,819 | $201,175 |
| 04314H857 ARTISAN INTERNATIONA | AT COST | $206,580 | $204,579 |
| 233203843 DFA US SMALL CAP POR | AT COST | $132,800 | $132,340 |
| 277902235 EATON VANCE ATLANTA | AT COST | $427,431 | $441,538 |
| 316146265 FIDELITY MID CAP IND | AT COST | $579,549 | $610,938 |
| 47803U418 JOHN HANCOCK DISCIPL | AT COST | $1,135,133 | $1,068,376 |
| 922908363 VANGUARD S&P 500 ETF | AT COST | $1,503,044 | $1,746,822 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| 2024 TRANSACTIONS POSTED IN 2025 | $5,796 |
| ROUNDING | $3 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER ALLOCABLE EXPENSE-PRINCI | Desc |
| Revenue And Expenses Per Books | $500 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $500 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 2023 TRANSACTIONS POSTED IN 2024 | Desc |
| Amt | $12,904 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMNT MNGMNT FEES (NON-DED | CategoryTxt |
| Amt | $65,480 | Amt |
| Net Investment Income | $65,480 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $2,469 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $1,177 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $890 | $890 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $440 | $440 | $0 |