EUTOPIA FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- EUTOPIA FOUNDATION (EIN 47-3998424)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2025-01-22
- IRS object ID
- 202530229349100733
- Schema version
- 2023v6.0
- 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
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-01-22T14:13:40-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | 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 | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 473998424 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Eutopia Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | EUTO | 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 | susan danziger | PersonNm |
| Person Title | co-president | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2024-12-19 | 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 | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $13,246,804 | 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 | $51,265 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $51,265 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $152,616 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $152,616 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$4,308,856 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,491,743 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | -$4,104,975 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $203,881 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $4,244 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $4,244 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $93,166 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $54,166 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $39,000 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $848 | InterestRevAndExpnssAmt |
| Taxes Rev And Expnss | $6,267 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $749 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $38,309 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,634 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $34,675 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $142,834 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $58,549 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $77,919 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,536,367 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,536,367 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,679,201 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $58,549 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,614,286 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$7,784,176 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $145,332 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $4,018,003 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $679,357 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $679,357 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $18,130,526 | CorporateStockBOYAmt |
| Corporate Stock EOY | $11,986,886 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $9,734,931 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $800,000 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,500,200 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,832,516 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $22,948,529 | TotalAssetsBOYAmt |
| Total Assets EOY | $15,166,443 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $13,246,804 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $22,948,529 | RetainedEarningBOYAmt |
| Retained Earning EOY | $15,166,443 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $22,948,529 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $15,166,443 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $22,948,529 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $15,166,443 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $22,948,529 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$7,784,176 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,090 | OtherIncreasesAmt |
| Subtotal | $15,166,443 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $15,166,443 | 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 | $2,491,743 | GrossSalesPriceAmt |
| Cost Or Other Basis | $4,552,868 | CostOrOtherBasisAmt |
| Gain Or Loss | -$2,061,125 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$2,061,125 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$2,061,125 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,020 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,020 | SubtotalAmt |
| Tax Based On Investment Income | $2,020 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,244 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $4,244 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,224 | OverpaymentAmt |
| Applied To ES Tax | $2,224 | AppliedToESTaxAmt |
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 | false | 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 | CT | 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 |
|---|---|---|---|---|---|---|---|---|
| Susan Danziger | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Co- Pres, Dir | 0.0 | $0 | $0 | $0 |
| Albert Wenger | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Sec, Treas, Co- Pres | 0.0 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Rockefeller Capital Management | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 145458 | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 452505458 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Investment MGMT | ServiceTypeTxt |
| Compensation | $54,166 | 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 | $11,903,099 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,136,116 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $14,039,215 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $14,039,215 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $210,588 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $13,828,627 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $691,431 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $691,431 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,020 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,020 | TotalTaxAmt |
| Distributable Before Adj | $689,411 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $689,411 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $689,411 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,614,286 | 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 | $3,614,286 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $689,411 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $327,590 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $619,147 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,009,992 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,865,014 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $4,420,052 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $8,241,795 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,614,286 | QualifyingDistributionsAmt |
| Applied To Current Year | $689,411 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,924,875 | RemainingDistriFromCorpusAmt |
| Total Corpus | $11,166,670 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $327,590 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $10,839,080 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $619,147 | ExcessFromYear4Amt |
| Excess From Year3 | $1,009,992 | ExcessFromYear3Amt |
| Excess From Year2 | $1,865,014 | ExcessFromYear2Amt |
| Excess From Year1 | $4,420,052 | ExcessFromYear1Amt |
| Excess From Current Year | $2,924,875 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Albert Wenger | ContributingManagerNm |
| Contributing Manager | Susan Danziger | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (52 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALKEBULAN FISCAL SPONSORS | |||||||
| 1721 BROADWAY STE 201 | OAKLAND | CA | 94612 | N/A | PC | General & Unrestricted | $200,000 |
| AMERICANS FOR OXFORD INC | |||||||
| 500 FIFTH AVE 32ND FLOOR | NEW YORK | NY | 10110 | N/A | PC | General & Unrestricted | $54,846 |
| BINDLESTIFF FAMILY VARIETY ARTS INC | |||||||
| PO BOX 386 | NEW YORK | NY | 10009 | N/A | PC | General & Unrestricted | $5,000 |
| CAMPHILL HUDSON INC | |||||||
| 360 WARREN ST | HUDSON | NY | 12534 | N/A | PC | General & Unrestricted | $3,500 |
| CARBONPLAN | |||||||
| 2443 FILLMORE ST 380-6048 | SAN FRANCISCO | CA | 94115 | N/A | PC | General & Unrestricted | $50,000 |
| CITY OF HUDSON | |||||||
| 520 WARREN ST | HUDSON | NY | 12534 | N/A | GOV | funds for Charles William Park | $120,030 |
| CLIMATE EMERGENCY FUND | |||||||
| 8605 SANTA MONICA BLVD 56492 | WEST HOLLYWOOD | CA | 90069 | N/A | PC | General & Unrestricted | $114,117 |
| COLUMBIA CHILDRENS CENTER | |||||||
| 142 UNION TPKE | HUDSON | NY | 12534 | N/A | PC | General & Unrestricted | $15,000 |
| COLUMBIA COUNTY RECOVERY KITCHEN INC | |||||||
| PO BOX 268 | HUDSON | NY | 12534 | N/A | PC | General & Unrestricted | $1,000 |
| COLUMBIA COUNTY SANCTUARY MOVEMENT | |||||||
| PO BOX 785 | HUDSON | NY | 12534 | N/A | PC | General & Unrestricted | $26,000 |
| COLUMBIA GREENE COMMUNITY COLLEGE ASSOCIATION INC | |||||||
| 4400 RTE 23 | HUDSON | NY | 12534 | N/A | PC | General & Unrestricted | $81,610 |
| COLUMBIA GREENE COMMUNITY COLLEGE ASSOCIATION INC | |||||||
| 4400 RTE 23 | HUDSON | NY | 12534 | N/A | PC | the Alan Skerett Scholarship fund and General & Unrestricted | $10,000 |
| COUNTY OF COLUMBIA | |||||||
| 15 N 6TH ST | HUDSON | NY | 12534 | N/A | GOV | General & Unrestricted | $61,517 |
| EARTH ARTS INITIATIVE | |||||||
| 23 CHURCH ST | CATSKILL | NY | 12414 | N/A | PC | General & Unrestricted | $16,568 |
| ERODYNAMICS | |||||||
| 2108 N ST STE N | SACRAMENTO | CA | 95816 | N/A | PC | General & Unrestricted | $50,000 |
| FIGHT FOR THE FUTURE EDUCATION FUND | |||||||
| PO BOX 55071 | BOSTON | MA | 02205 | N/A | PC | General & Unrestricted | $100,000 |
| FRACTURED ATLAS INC | |||||||
| PO BOX 55 | HARTSDALE | NY | 10530 | N/A | PC | General & Unrestricted | $3,098 |
| FRIENDS OF HUDSON YOUTH INC | |||||||
| PO BOX 285 | HUDSON | NY | 12534 | N/A | PC | General & Unrestricted | $10,000 |
| FRIENDS OF THE PUBLIC SQUARE HUDSON INC | |||||||
| PO BOX 1214 | HUDSON | NY | 12534 | N/A | PC | General & Unrestricted | $100,000 |
| GLYNWOOD CENTER INC | |||||||
| PO BOX 157 362 GLYNWOOD RD | COLD SPRINGS | NY | 10516 | N/A | PC | General & Unrestricted | $30,000 |
| GREATER HUDSON PROMISE NEIGHBORHOOD INC | |||||||
| 369 WARREN ST | HUDSON | NY | 12534 | N/A | PC | Community Building Activities fund (Block Party, Community Clean up and Holidays), General & Unrestricted | $20,000 |
| GREATER HUDSON PROMISE NEIGHBORHOOD INC | |||||||
| 369 WARREN ST | HUDSON | NY | 12534 | N/A | PC | General & Unrestricted | $1,072,050 |
| GREENE COUNTY COUNCIL ON THE ARTS | |||||||
| 398 MAIN ST | CATSKILL | NY | 12414 | N/A | PC | General & Unrestricted | $70,100 |
| HARMONY PROJECT HUDSON INC | |||||||
| PO BOX 62 | RHINECLIFF | NY | 12574 | N/A | PC | General & Unrestricted | $15,000 |
| HUDSON AREA ASSOCIATION LIBRARY | |||||||
| 51 N 5TH ST | HUDSON | NY | 12534 | N/A | PC | General & Unrestricted | $64,184 |
| HUDSON CATSKILL HOUSING COALITION INC | |||||||
| 47 N 5TH ST | HUDSON | NY | 12534 | N/A | PC | annual Hudson Juneteenth celebration fund | $5,000 |
| HUDSON FESTIVAL ORCHESTRA INC | |||||||
| PO BOX 1095 | HUDSON | NY | 12534 | N/A | PC | funds for Hudson Festival Orchestra 2023 season | $5,500 |
| HUDSON HIGH SCHOOL | |||||||
| 215 HARRY HOWARD AVE | HUDSON | NY | 12534 | N/A | GOV | Boys Basketball program | $2,385 |
| HUDSON HIGH SCHOOL | |||||||
| 215 HARRY HOWARD AVE | HUDSON | NY | 12534 | N/A | GOV | Girl Basketball program | $2,385 |
| HUDSON OPERA HOUSE INC | |||||||
| 327 WARREN ST | HUDSON | NY | 12534 | N/A | PC | General & Unrestricted | $40,000 |
| HUDSON SLOOP CLUB INC | |||||||
| 101 UNION ST | HUDSON | NY | 12534 | N/A | PC | Waterfront Wednesdays Initiative | $25,000 |
| HUDSON SLOOP CLUB INC | |||||||
| 101 UNION ST | HUDSON | NY | 12534 | N/A | PC | General & Unrestricted | $68,000 |
| HUMANITY FORWARD FOUNDATION | |||||||
| 499 S CAPITOL ST SW STE 407 | WASHINGTON | DC | 20002 | N/A | PC | General & Unrestricted | $70,000 |
| KITES NEST INC | |||||||
| 58 N FRONT ST | HUDSON | NY | 12534 | N/A | PC | General & Unrestricted | $364,925 |
| MEDIA COLLECTIVE INC | |||||||
| C/O SAM J NOLECPA 347 5TH AVE | NEW YORK | NY | 10016 | N/A | PC | Eco Toolshed for the Hearth Day Celebration in Hudson, NY | $3,500 |
| MEDIA COLLECTIVE INC | |||||||
| C/O SAM J NOLECPA 347 5TH AVE | NEW YORK | NY | 10016 | N/A | PC | General & Unrestricted | $3,050 |
| MENTAL HEALTH AWARENESS & CREATIVE ARTS GALLERY IN | |||||||
| PO BOX 543 | PHILMONT | NY | 12565 | N/A | PC | General & Unrestricted | $5,000 |
| NEW YORK CITY FOUNDATION FOR COMPUTER SCIENCE EDUC | |||||||
| 100 AVE OF THE AMERICAS 16 FL | NEW YORK | NY | 10013 | N/A | PC | General & Unrestricted | $5,000 |
| OPERATION UNITE NEW YORK INC | |||||||
| PO BOX 1305 | HUDSON | NY | 12534 | N/A | PC | General & Unrestricted | $24,550 |
| PROCESSIONAL ARTS WORKSHOP | |||||||
| 90 LA BERGERIE LN | RED HOOK | NY | 12571 | N/A | PC | General & Unrestricted | $1,500 |
| PROJECT BIOME INC | |||||||
| 4351 SEMINOLE TRL | CHARLOTTESVLE | VA | 22911 | N/A | PC | General & Unrestricted | $4,000 |
| PS 21 INC | |||||||
| 2980 NY-66 PO BOX 321 | CHATHAM | NY | 12037 | N/A | PC | Resistance Revival Chorus fund | $5,000 |
| PURPOSE COWORKING INC | |||||||
| PO BOX 546 | PHILMONT | NY | 12565 | N/A | PC | General & Unrestricted | $2,365 |
| SEVEN STORIES INSTITUTE | |||||||
| 2113 AMSTERDAM AVE | NEW YORK | NY | 10032 | N/A | PC | General & Unrestricted | $2,300 |
| SHED NYC INC | |||||||
| 545 W 30TH ST | NEW YORK | NY | 10001 | N/A | PC | General & Unrestricted | $100,000 |
| SOCIAL AND ENVIRONMENTAL ENTREPRENEURS | |||||||
| 23564 CALABASAS RD | CALABASAS | CA | 91302 | N/A | PC | General & Unrestricted | $12,007 |
| SOPHIE AND MADIGANS PLAYGROUND INC | |||||||
| 7603 SAN DI GAN DR | FREDERICK | MD | 21702 | N/A | PC | General & Unrestricted | $950 |
| STANFORD UNIVERSITY | |||||||
| PO BOX 20466 | STANFORD | CA | 94309 | N/A | PC | General & Unrestricted | $35,330 |
| SYLVIA CENTER INCORPORATED | |||||||
| 2417 3RD AVE STE 301 | BRONX | NY | 10451 | N/A | PC | General & Unrestricted | $5,000 |
| U C SAN DIEGO FOUNDATION | |||||||
| 9500 GILMAN DR MC 0940 | LA JOLLA | CA | 92093 | N/A | PC | General & Unrestricted | $200,000 |
| UNIVERSITY OF THE PEOPLE | |||||||
| 595 E COLORADO BLVD STE 623 | PASADENA | CA | 91101 | N/A | PC | General & Unrestricted | $75,000 |
| WE DEFEND TRUTH | |||||||
| 89-12 70TH AVE | FOREST HILLS | NY | 11375 | N/A | PC | General & Unrestricted | $175,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,536,367 | 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 | $51,265 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $152,616 | 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 | -$4,308,856 | 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 | -$4,104,975 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$4,104,975 | 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 (50 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AYATLANTICA YIELD ORD SHS | $168,720 | $91,375 |
| BLOOM ENERGY CORP | $197,478 | $143,560 |
| BROOKFIELD RENEWABLE CORP CL A | $62,575 | $57,580 |
| BWX TECHNOLOGIES INC | $198,045 | $258,964 |
| BYD COMPANY LTD CHINA | $330,707 | $274,571 |
| CALL - SPY - 12/20/24 - 720 | $147,178 | $18,000 |
| CAMECO CORPORATION | $23,830 | $37,928 |
| CARRIER GLOBAL | $49,898 | $68,940 |
| CENTRUS ENERGY CORP | $44,804 | $42,984 |
| CLEARWAY ENERGY, INC. CLASS C | $264,329 | $205,725 |
| CLOUDFLARE, INC. | $577,762 | $566,168 |
| COINBASE GLOBAL | $1,903,016 | $1,339,183 |
| DAIKIN INDS LTD ADR | $47,272 | $43,659 |
| ENERGY FUELS INC | $130,401 | $107,850 |
| ETSY INC | $201,866 | $178,715 |
| FIRST SOLAR INC | $291,301 | $430,700 |
| FLUENCE ENERGY INC | $578,880 | $596,250 |
| FREEPORT-MCMORAN COPPER & GOLD | $136,044 | $170,280 |
| GLENCORE XSTRATA PLC | $137,843 | $144,038 |
| GLOBAL X LITHIUM ETF | $500,801 | $305,640 |
| GLOBAL X URANIUM | $65,829 | $62,303 |
| GREENLIGHT BIOSCIENCES HOLDING | $3,241 | $865 |
| HANNON ARMSTRONG SUST INFRAST | $189,069 | $82,740 |
| IDEX CP | $340,222 | $322,408 |
| KRANESHARES GLOBAL CARBON ETF | $280,988 | $255,430 |
| LAIDLAW INTL | $313,384 | $374,300 |
| MODERNA, INC | $191,800 | $59,670 |
| MONGODB INC CL A | $93,609 | $263,708 |
| MP MATERIALS CORP | $250,898 | $138,950 |
| NEXTERA ENERGY PARTNERS LP | $293,335 | $106,435 |
| ORMAT TECHNOLOGIES | $219,779 | $227,370 |
| POTLATCHDELTIC CORP | $284,815 | $265,140 |
| PUT - QQQ - 03/15/24 - 300 | $14,883 | $875 |
| PUT - QQQ - 06/21/24 - 300 | $15,255 | $3,476 |
| PUT - SPY - 03/15/24 - 365 | $25,758 | $1,850 |
| PUT - SPY - 06/21/24 - 355 | $13,792 | $3,770 |
| QUANTUMSCAPE CORP | $179,789 | $48,650 |
| RANPAK HOLDINGS CORP | $4,395 | $4,889 |
| ROCK TECH LITHIUM INC | $113,578 | $20,486 |
| SHAPEWAY HOLDINGS, INC. | $24,144 | $988 |
| SHOPIFY INC | $60,190 | $114,513 |
| SOLAREDGE TECHNOLOGIES INC | $415,271 | $112,320 |
| SPDR GOLD SHARES | $421,612 | $477,925 |
| SPROTT PHYSICAL GOLD TRUST | $425,785 | $477,900 |
| STORA ENSO ORD SHS CLASS R | $289,928 | $221,372 |
| SUNRUN INC | $654,698 | $294,450 |
| THYSSENKRUPP AG | $88,198 | $81,523 |
| TWILIO INC | $78,072 | $45,522 |
| WEYERHAEUSER CO | $255,707 | $239,913 |
| XYLEM INC | $386,112 | $343,080 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BITCOIN | $1,250,000 | $1,510,820 |
| ETHEREUM | $1,250,200 | $1,321,696 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | General Consultations | CategoryTxt |
| Legal Fees | $4,244 | LegalFeesAmt |
| Disbursements Charitable Prps | $4,244 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $34,650 | $34,650 | |
| Bank Charges | $3,634 | $3,634 | |
| State or Local Filing Fees | $25 | $25 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CORRECTION OF TAXABLE EXPENDITURE | Desc |
| Amt | $2,090 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Investment Management Services | $54,166 | $54,166 | |
| Philanthropic Consulting Srvcs | $39,000 | $39,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 4720 Extension for 2022 | $418 | |
| 990-PF Estimated Tax for 2023 | $3,200 | |
| 990-PF Extension for 2022 | $1,900 | |
| Foreign Tax Paid | $749 | $749 |