MILLS FAMILY FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- MILLS FAMILY FOUNDATION INC (EIN 52-2280710)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-13
- IRS object ID
- 202521339349101652
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-13T07:03:56-07:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 132910160 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCHULMAN BLACK & KATZ LLP CPA'S | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 475 ROUTE 304 | AddressLine1Txt |
| City | NEW CITY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10956 | 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 | 522280710 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Mills Family Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MILL | BusinessNameControlTxt |
| Phone | 9149680060 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 25 Fanshaw Avenue | AddressLine1Txt |
| City | Yonkers | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10705 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Judith Mills Johnson | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Phone | 9149680060 | PhoneNum |
| Signature | 2025-05-13 | SignatureDt |
| 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 | Joel Black CPA | PreparerPersonNm |
| PTIN | P00090906 | PTIN |
| Phone | 8456384600 | PhoneNum |
| Preparation | 2025-05-13 | 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 | $3,364,988 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $26,347 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $26,347 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $43,691 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $43,691 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $36,517 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $563,833 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $106,555 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $70,038 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $4,000 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $17,404 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $17,404 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,089 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,089 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $0 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $22,493 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $18,493 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $153,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $153,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $175,493 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $18,493 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $153,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$68,938 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $51,545 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $55,658 | CashBOYAmt |
| Cash EOY | $66,730 | CashEOYAmt |
| Cash EOYFMV | $66,730 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $401,847 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $194,574 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $197,661 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| US Government Obligations BOY | $629,436 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $497,231 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $514,674 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $928,012 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,208,932 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,585,923 | CorporateStockEOYFMVAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,014,953 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,967,467 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,364,988 | TotalAssetsEOYFMVAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $2,014,953 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,967,467 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,014,953 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,967,467 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,014,953 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,967,467 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,014,953 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$68,938 | ExcessRevenueOverExpensesAmt |
| Other Increases | $21,452 | OtherIncreasesAmt |
| Subtotal | $1,967,467 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,967,467 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $716 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $716 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $716 | TaxBasedOnInvestmentIncomeAmt |
| Original Return Tax Paid | $0 | OriginalReturnTaxPaidAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $36 | EsPenaltyAmt |
| Tax Due | $752 | TaxDueAmt |
| Applied To ES Tax | $0 | 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 | DC | 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 |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | Judith Mills-Johnson | IndividualWithBooksNm |
| Phone | 9149680181 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 25 Fanshaw Avenue | AddressLine1Txt |
| City | Yonkers | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10705 | 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 |
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 | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Judith Mills-Johnson | ||||||||
| 25 Fanshaw Avenue | Yonkers | NY | 10705 | Pres/Treas | 5.00 | $0 | $0 | $0 |
| David Brylawski | ||||||||
| 4444 Albermarle St | Washington | DC | 20016 | Vice Pres | 1.00 | $0 | $0 | $0 |
| Richard Mills | ||||||||
| 5708 Cricket Place | McLean | VA | 22101 | Vice-Pres | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $0 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $0 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $0 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $0 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $0 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $0 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $716 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $716 | TotalTaxAmt |
| Distributable Before Adj | $0 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $0 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $153,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $153,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $95,000 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $97,500 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $108,000 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $117,000 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $111,000 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $528,500 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $153,000 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Remaining Distri From Corpus | $153,000 | RemainingDistriFromCorpusAmt |
| Total Corpus | $681,500 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $95,000 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $586,500 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $97,500 | ExcessFromYear4Amt |
| Excess From Year3 | $108,000 | ExcessFromYear3Amt |
| Excess From Year2 | $117,000 | ExcessFromYear2Amt |
| Excess From Year1 | $111,000 | ExcessFromYear1Amt |
| Excess From Current Year | $153,000 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (44 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| American Jewish World Service | ||||||
| 45 W 36th Street | New York | NY | 10018 | PublicCharity | Charitable | $10,000 |
| Afya Foundation | ||||||
| 140 Saw Mill River Rd | Yonkers | NY | 10701 | PublicCharity | Charitable | $5,000 |
| Doctors Without Borders | ||||||
| 40 Rector Street 16th Floor | New York | NY | 10006 | PublicCharity | Charitable | $5,000 |
| The Sidwell Friends Fund | ||||||
| PO Box 5037 | White Plains | NY | 10602 | PublicCharity | Educational | $25,000 |
| Center for Reproductive Rights | ||||||
| 199 Water Street | New York | NY | 10038 | PublicCharity | Charitable | $10,000 |
| Untermeyer Garden Conservancy | ||||||
| 945 North Broadway | Yonkers | NY | 10701 | PublicCharity | Charitable | $1,500 |
| Montgomery College Foundation | ||||||
| 9221 Corporate Blvd 3rd Fl | Rockville | MD | 20850 | PublicCharity | Educational | $10,000 |
| Planned Parenthood Action Fund | ||||||
| PO Box 96009 | Washington | DC | 20077 | PublicCharity | Charitable | $10,000 |
| Washington Baltimore Center For Psychoanalysis | ||||||
| 2120 L Street NW Suite 600-1 | Washington | DC | 20037 | PublicCharity | Charitable | $2,500 |
| RAICES | ||||||
| 1305 N Flores St | San Antonio | TX | 78212 | PublicCharity | Charitable | $5,000 |
| Duke Ellington School for the Arts | ||||||
| 3500 R Street NW | Washington | DC | 20007 | PublicCharity | Charitable | $2,500 |
| Delta Blues Foundation | ||||||
| 1 Blues Alley | Clarksdale | MS | 38614 | Public Charity | Charitable | $1,500 |
| Greater DC Diaper Bank | ||||||
| 1532 A Street NE | Washington | DC | 20002 | PublicCharity | Charitable | $2,500 |
| CASA Travis | ||||||
| 7600 Chevy Chase Dr Suite 200 | Austin | TX | 78752 | PublicCharity | Charitable | $1,000 |
| Arena Stage | ||||||
| 1101 Sith St NW | Washington | DC | 20024 | Public Charity | Charitable | $5,000 |
| Van Cortlandt Park Alliance | ||||||
| 80 Van Cortlandt Park South Suite E | Bronx | NY | 10463 | PublicCharity | Charitable | $5,000 |
| Grace Cottage Hospital | ||||||
| 185 Grafton Road | Townshed | VT | 05353 | PublicCharity | Charitable | $2,000 |
| Mt Sinai Health System | ||||||
| 1 Gustave Levy Place | New York | NY | 10128 | PublicCharity | Charitable | $5,000 |
| Wave Hill | ||||||
| 4900 Independence Ave | Bronx | NY | 10471 | PublicCharity | Charitable | $5,000 |
| Down Home Ranch | ||||||
| 20250 FM 619 | Elgin | TX | 78621 | PublicCharity | Charitable | $1,000 |
| Mosaic Mental Health | ||||||
| 5676 Riverdale Ave | Bronx | NY | 10471 | PublicCharity | Charitable | $1,000 |
| Texas Parks and Wildlife Foundation | ||||||
| 2914 Swiss Ave | Dallas | TX | 75204 | PublicCharity | Charitable | $1,000 |
| New York Live Arts | ||||||
| 219 W 19th Street | New York | NY | 10011 | PublicCharity | Charitable | $2,500 |
| The Seed at Camp Netimus | ||||||
| 288 Netimus Rd | Sugar Run | PA | 18846 | PublicCharity | Charitable | $1,000 |
| Martha's Table | ||||||
| 2375 Elvans Road SE | Washington | DC | 20020 | PublicCharity | Charitable | $1,000 |
| Friends of Eastham | ||||||
| PO Box 1203 | North Eastham | MA | 02651 | Public Charity | Charitable | $1,000 |
| Any Baby Can | ||||||
| 6207 Sheridan Ave | Austin | TX | 78723 | PublicCharity | Charitable | $1,500 |
| National Ability Center | ||||||
| 1000 Ability Way | Park City | UT | 84060 | PublicCharity | Charitable | $1,000 |
| UCLA Development | ||||||
| 10889 Wilshire Blvd Suite 1000 | Los Angeles | CA | 90024 | PublicCharity | Charitable | $5,000 |
| Gucker Campership Fund | ||||||
| 19 Watchtower Road | Hopkington | NH | 03229 | PublicCharity | Charitable | $3,500 |
| Kena Shriners co Richard Mills | ||||||
| 5000-9522 Lagersfield Circle | Vienna | VA | 22181 | PublicCharity | Charitable | $2,500 |
| Alima | ||||||
| PO Box 3187 | New York | NY | 10008 | PublicCharity | Charitable | $2,500 |
| Bread for the City | ||||||
| 1525 7th St NW | Washington | DC | 20001 | PublicCharity | Charitable | $2,500 |
| World Central Kitchen | ||||||
| PO Box 96538 | Washington | DC | 20090 | PublicCharity | Charitable | $2,500 |
| Christ Church Riverdale for ELLIS Scholarship | ||||||
| 5040 Henry Hudson Parkway | Bronx | NY | 10471 | PublicCharity | Charitable | $1,000 |
| Marsha P Johnson Institute | ||||||
| PO Box 5473 | Richmond | CA | 94805 | Public Charity | Charitable | $1,000 |
| A4TE | ||||||
| 228 Park Avenue South PMB 38268 | New York | NY | 10003 | PublicCharity | Charitable | $1,000 |
| Heal Palestine | ||||||
| PO Box 453 | Kent | OH | 44340 | PublicCharity | Charitable | $1,000 |
| Mobile Loaves and Fishes | ||||||
| 9301 Hog Eye Road Suite 950 | Austin | TX | 78724 | PublicCharity | Charitable | $1,000 |
| Debate Spaces | ||||||
| 25 Fanshaw Ave | Yonkers | NY | 10705 | PublicCharity | Charitable | $1,000 |
| College Park Food Bank | ||||||
| 9743 Narragansett Parkway | College Park | MD | 20740 | PublicCharity | Charitable | $1,000 |
| Nurturing Foster Families | ||||||
| PO Box 10173 | Orleans | MA | 02653 | PublicCharity | Charitable | $1,000 |
| Arhoolie Foundation | ||||||
| 10341 San Pablo Ave | El Cerrito | CA | 94530 | PublicCharity | Charitable | $1,000 |
| Good Work Austin | ||||||
| 1900 Simond Ave Suite 100 | Austin | TX | 78723 | PublicCharity | Charitable | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $153,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $26,347 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $43,691 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $36,517 | ExclusionAmt |
| Related Or Exempt Function Incm | $36,517 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $106,555 | ExclusionAmt |
| Related Or Exempt Function Incm | $36,517 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $143,072 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | n/a | LineNumberTxt |
| Relationship Statement | Stock sales provided funds for charitable contributions | RelationshipStatementTxt |
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 | Schulman Black & Katz Accounting/Tax | CategoryTxt |
| Amt | $4,000 | Amt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (11 entries)
| AssetAssetDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|
| JPMorgan Chase & Co | 2024-01 | $21,224 | $3,707 | $17,517 |
| Thermo Fisher Scientific Inc | 2024-01 | $27,621 | $2,320 | $25,301 |
| Grafton MA | 2024-04 | $25,000 | $25,331 | -$331 |
| Keller | 2024-04 | $50,000 | $55,714 | -$5,714 |
| MA ST WTR RES | 2024-08 | $25,000 | $26,161 | -$1,161 |
| US Treasury | 2024-02 | $95,000 | $95,000 | $0 |
| US Treasury | 2024-02 | $4,988 | $4,867 | $121 |
| US Treasury | 2024-04 | $100,000 | $100,000 | $0 |
| US Treasury | 2024-02 | $40,000 | $39,216 | $784 |
| US Treasury | 2024-06 | $150,000 | $150,000 | $0 |
| Chicago | 2024-01 | $25,000 | $25,000 | $0 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Various | StockNm |
| EOY Book Value | $1,208,932 | EOYBookValueAmt |
| EOYFMV | $2,585,923 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| State Local Sec Book Vl EOY | $497,231 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $514,674 | StateLocalSecEOYFMVAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Miscellaneous basis adjustments | Desc |
| Amt | $21,452 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Charles Schwab Investment Management Fees | CategoryTxt |
| Amt | $17,404 | Amt |
| Net Investment Income | $17,404 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Foreign Taxes Paid | CategoryTxt |
| Amt | $1,089 | Amt |
| Net Investment Income | $1,089 | NetInvestmentIncomeAmt |