EUTOPIA FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- EUTOPIA FOUNDATION (EIN 47-3998424)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-15
- IRS object ID
- 202313209349100706
- 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
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-15T23:08:23-06:00 | 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 | 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 | Albert Wenger | PersonNm |
| Person Title | Co-President | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2023-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Albert | PersonFirstNm |
| Person Last | Wenger | 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 | $15,034,845 | 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 | $29,632 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $29,632 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $196,307 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $196,307 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$480,339 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,302,715 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,223,836 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | -$254,400 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,449,775 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $2,090 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $2,090 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $84,254 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $71,286 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $12,968 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $317,123 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $123 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $68,626 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $851 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $67,775 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $472,093 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $72,260 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $82,833 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,303,147 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,303,147 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,775,240 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $72,260 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,385,980 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$6,029,640 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,377,515 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $6,376,051 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,018,003 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,018,003 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $22,040,624 | CorporateStockBOYAmt |
| Corporate Stock EOY | $18,130,526 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $10,797,679 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $800,000 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $800,000 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $219,163 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $29,216,675 | TotalAssetsBOYAmt |
| Total Assets EOY | $22,948,529 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $15,034,845 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $238,506 | OtherLiabilitiesBOYAmt |
| Total Liabilities BOY | $238,506 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $28,978,169 | RetainedEarningBOYAmt |
| Retained Earning EOY | $22,948,529 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $28,978,169 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $22,948,529 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $29,216,675 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $22,948,529 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $28,978,169 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$6,029,640 | ExcessRevenueOverExpensesAmt |
| Subtotal | $22,948,529 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $22,948,529 | 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 | $5,302,715 | GrossSalesPriceAmt |
| Cost Or Other Basis | $2,078,879 | CostOrOtherBasisAmt |
| Gain Or Loss | $3,223,836 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $3,223,836 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,223,836 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $46,947 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $46,947 | SubtotalAmt |
| Tax Based On Investment Income | $46,947 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $46,091 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $1,900 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $47,991 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,044 | OverpaymentAmt |
| Applied To ES Tax | $1,044 | 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 | 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 | Yes (true) | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | Yes (true) | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| 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 | 1.0 | $0 | $0 | $0 |
| Albert Wenger | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Sec, Treas, Co- Pres | 1.0 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Rockefeller Capital Management | |||||
| PO BOX 145458 | CINCINNATI | OH | 452505458 | Investment MGMT | $71,286 |
| Foundation Source | |||||
| 55 Walls Drive 3rd Fl | Fairfield | CT | 06824 | Administrative | $62,750 |
| 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 | $13,259,523 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $7,306,457 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $20,565,980 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $20,565,980 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $308,490 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $20,257,490 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,012,875 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,012,875 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $46,947 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $46,947 | TotalTaxAmt |
| Distributable Before Adj | $965,928 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $965,928 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $965,928 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,385,980 | 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 | $5,385,980 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $965,928 | DistributableAsAdjustedAmt |
| Prior Year1 | 2020 | PriorYear1Yr |
| Prior Year2 | 2019 | PriorYear2Yr |
| Prior Year3 | 2018 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $310,894 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $327,590 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $619,147 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,009,992 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,865,014 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,132,637 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $5,385,980 | QualifyingDistributionsAmt |
| Applied To Current Year | $965,928 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $4,420,052 | RemainingDistriFromCorpusAmt |
| Total Corpus | $8,552,689 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $310,894 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $8,241,795 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $327,590 | ExcessFromYear4Amt |
| Excess From Year3 | $619,147 | ExcessFromYear3Amt |
| Excess From Year2 | $1,009,992 | ExcessFromYear2Amt |
| Excess From Year1 | $1,865,014 | ExcessFromYear1Amt |
| Excess From Current Year | $4,420,052 | 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 (41 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BASILICA ARTS INC | |||||||||||
| 110 S FRONT ST | HUDSON | NY | 12534 | N/A | PC | General & Unrestricted | $8,700 | ||||
| BERKSHIRE RESOURCES FOR INTEGRATION OF DIVERSE GR | |||||||||||
| 17 MAIN ST STE 2 | LEE | MA | 01238 | N/A | PC | General & Unrestricted | $2,500 | ||||
| BLACK ENTREPRENEUR MARKET | |||||||||||
| 224 STATE ST | HUDSON | NY | 12534 | N/A | PC | General & Unrestricted | $5,000 | ||||
| BROOKINGS INSTITUTION | |||||||||||
| 1775 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20036 | N/A | PC | General & Unrestricted | $100,000 | ||||
| CHAPEL & YORK US FOUNDATION INC | |||||||||||
| 1350 AVE OF THE AMERICAS FL 2 ST | NEW YORK | NY | 10019 | N/A | PC | Switch It Project | $111,245 | ||||
| CHESTER AGRICULTURAL CENTER INC | |||||||||||
| 50 OGDEN DR | MOUNTAINVILLE | NY | 10953 | N/A | PC | Rolling Grocer 19 Project | $25,000 | ||||
| CLIMATE EMERGENCY FUND | |||||||||||
| 8383 WILSHIRE BLVD STE 400 | BEVERLY HILLS | CA | 90211 | N/A | PC | General & Unrestricted | $550,000 | ||||
| COLUMBIA COUNTY RECOVERY KITCHEN | |||||||||||
| 37 OAKWOOD LN | RHINEBECK | NY | 12572 | N/A | PC | General & Unrestricted | $15,000 | ||||
| COLUMBIA COUNTY SANCTUARY MOVEMENT | |||||||||||
| PO BOX 785 | HUDSON | NY | 12534 | N/A | PC | General & Unrestricted | $320,000 | ||||
| COLUMBIA MEMORIAL HOSPITAL | |||||||||||
| 71 PROSPECT AVE | HUDSON | NY | 12534 | N/A | SO II | General & Unrestricted | $450,000 | ||||
| ECONOMIC SECURITY PROJECT INC | |||||||||||
| 228 PARK AVE S PMB 32482 | NEW YORK | NY | 10003 | N/A | PC | General & Unrestricted | $50,000 | ||||
| FIGHT FOR THE FUTURE EDUCATION FUND | |||||||||||
| PO BOX 55071 PMB 95005 | BOSTON | MA | 02205 | N/A | PC | General & Unrestricted | $100,000 | ||||
| FILM FORUM INC | |||||||||||
| 209 W HOUSTON ST | NEW YORK | NY | 10014 | N/A | PC | General & Unrestricted | $52,500 | ||||
| FREE AND FAIR LITIGATION GROUP INC | |||||||||||
| 114 E 95TH ST | NEW YORK | NY | 10128 | N/A | PC | General & Unrestricted | $100,000 | ||||
| FREE SCHOOL | |||||||||||
| 8 ELM ST | ALBANY | NY | 12202 | N/A | PC | General & Unrestricted | $65,085 | ||||
| FRIENDS OF HUDSON YOUTH INC | |||||||||||
| PO BOX 285 | HUDSON | NY | 12534 | N/A | PC | General & Unrestricted | $10,000 | ||||
| GLYNWOOD CENTER INC | |||||||||||
| PO BOX 157 | 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 | General & Unrestricted | $981,437 | ||||
| HUDSON AREA ASSOCIATION LIBRARY | |||||||||||
| 51 N 5TH ST | HUDSON | NY | 12534 | N/A | PC | General & Unrestricted | $12,200 | ||||
| HUDSON CITY SCHOOL DISTRICT COMMUNITY ENDOWMENT FU | |||||||||||
| 21 NORTH 7TH STREET | HUDSON | NY | 12534 | N/A | PC | General & Unrestricted | $1,070 | ||||
| HUDSON FESTIVAL ORCHESTRA INC | |||||||||||
| PO BOX 1095 | HUDSON | NY | 12534 | N/A | PC | General & Unrestricted | $5,000 | ||||
| HUDSON OPERA HOUSE INC | |||||||||||
| 327 WARREN ST | HUDSON | NY | 12534 | N/A | PC | General & Unrestricted | $6,050 | ||||
| HUDSON SLOOP CLUB INC | |||||||||||
| 101 UNION ST | HUDSON | NY | 12534 | N/A | PC | General & Unrestricted | $42,500 | ||||
| HUMANITARIAN AID & RESCUE PROJECT | |||||||||||
| 209 W 2ND ST STE 321 | FORT WORTH | TX | 76102 | N/A | PC | General & Unrestricted | $100,000 | ||||
| KING BAUDOUIN FOUNDATION UNITED STATES INC | |||||||||||
| 551 FIFTH AVE SUITE 2400 | NEW YORK | NY | 10176 | N/A | PC | General & Unrestricted | $30,000 | ||||
| KITES NEST INC | |||||||||||
| 58 N FRONT ST | HUDSON | NY | 12534 | N/A | PC | General & Unrestricted | $265,000 | ||||
| KYLER CARES FOUNDATION | |||||||||||
| 1101 DECATUR ST APT 302 | NEW ORLEANS | LA | 70116 | N/A | PC | General & Unrestricted | $159,000 | ||||
| OPERATION UNITE NEW YORK INC | |||||||||||
| PO BOX 1305 | HUDSON | NY | 12534 | N/A | PC | General & Unrestricted | $7,549 | ||||
| PROJECT BIOME INC | |||||||||||
| 4351 SEMINOLE TRL | CHARLOTTESVLE | VA | 22911 | N/A | PC | General & Unrestricted | $4,000 | ||||
| RECIPROCITY VOLUNTEER FOUNDATION | |||||||||||
| 79300 TREETOP DR | COTTAGE GROVE | OR | 97424 | N/A | PC | General & Unrestricted | $75,000 | ||||
| REGIONAL FOOD BANK OF N E NY INC | |||||||||||
| 965 ALBANY SHAKER RD | LATHAM | NY | 12110 | N/A | PC | For School Pantry: Hudson School District | $10,000 | ||||
| ROLLING REGENERATIVE INC | |||||||||||
| 539 LEXINGTON PKWY S | SAINT PAUL | MN | 55116 | N/A | PC | General & Unrestricted | $25,000 | ||||
| SAINT MICHAELS UKRAINIAN ORTHODOX CHURCH | |||||||||||
| 59 PARTITION ST | HUDSON | NY | 12534 | N/A | PC | General & Unrestricted | $3,200 | ||||
| SEVEN STORIES INSTITUTE | |||||||||||
| 2113 AMSTERDAM AVE | NEW YORK | NY | 10032 | N/A | PC | General & Unrestricted | $2,500 | ||||
| SOCIAL AND ENVIRONMENTAL ENTREPRENEURS | |||||||||||
| 23564 CALABASAS RD | CALABASAS | CA | 91302 | N/A | PC | Long Table Harvest Fund | $10,000 | ||||
| SPARK OF HUDSON FOUNDATION | |||||||||||
| 211 W 22ND ST | NEW YORK | NY | 10011 | N/A | PC | General & Unrestricted | $150,000 | ||||
| STIFTUNG GRUNDEINKOMMEN GGMBH | |||||||||||
| N/A | PC | General & Unrestricted | $426,611 | OHMSTRABE 16 | MUNCHEN | GM | 80802 | ||||
| TIDES CENTER | |||||||||||
| PO BOX 889385 | LOS ANGELES | CA | 90088 | N/A | PC | General & Unrestricted | $100,000 | ||||
| UNIVERSITY OF MARYLAND COLLEGE PARK FOUNDATION INC | |||||||||||
| 4603 CALVERT RD | COLLEGE PARK | MD | 20740 | N/A | PC | Friends of COE Counseling and Personnel Services Fund | $2,000 | ||||
| WE DEFEND TRUTH | |||||||||||
| 89-12 70TH AVE | FOREST HILLS | NY | 11375 | N/A | PC | General & Unrestricted | $340,000 | ||||
| WESPAC FOUNDATION INC | |||||||||||
| 77 TARRYTOWN ROAD STE 2W | WHITE PLAINS | NY | 10607 | N/A | PC | General & Unrestricted | $550,000 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,303,147 | 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 | $29,632 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $196,307 | 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 | -$480,339 | 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 | -$254,400 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$254,400 | 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 (58 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AYATLANTICA YIELD ORD SHS | $333,644 | $220,150 |
| BLOOM ENERGY CORP | $197,478 | $185,464 |
| BWX TECHNOLOGIES INC | $295,462 | $290,400 |
| BYD COMPANY LTD CHINA | $330,707 | $245,700 |
| CAMECO CORPORATION | $93,055 | $79,345 |
| CARRIER GLOBAL | $49,898 | $49,500 |
| CHARGEPOINT HOLDINGS CL A | $460,883 | $209,660 |
| CLEARWAY ENERGY, INC. CLASS C | $492,523 | $478,050 |
| CLOUDFLARE, INC. | $987,629 | $615,444 |
| COINBASE GLOBAL | $3,756,603 | $537,928 |
| DAIKIN INDS LTD ADR | $47,272 | $40,797 |
| ENERGY FUELS INC | $130,401 | $93,150 |
| ETSY INC | $201,866 | $264,115 |
| FIRST SOLAR INC | $462,256 | $599,160 |
| FLUENCE ENERGY INC | $578,880 | $428,750 |
| FREEPORT-MCMORAN COPPER & GOLD | $136,044 | $152,000 |
| GENENTECH INC COM NEW | $172,788 | $25,350 |
| GLENCORE XSTRATA PLC | $137,843 | $159,120 |
| GLOBAL X LITHIUM ETF | $500,801 | $351,660 |
| GLOBAL X URANIUM | $127,737 | $90,360 |
| GREAT WALL MOTOR COM | $247,163 | $78,104 |
| GREENLIGHT BIOSCIENCES HOLDING | $3,241 | $245 |
| HANNON ARMSTRONG SUST INFRAST | $373,325 | $173,880 |
| IDEX CP | $340,222 | $339,070 |
| KRANESHARES GLOBAL CARBON ETF | $280,988 | $255,290 |
| LAIDLAW INTL | $313,384 | $204,000 |
| LI-CYCLE HOLDINGS CORP | $348,239 | $157,080 |
| MODERNA, INC | $191,800 | $107,772 |
| MONGODB INC CL A | $93,609 | $126,962 |
| MP MATERIALS CORP | $250,898 | $169,960 |
| NEXTERA ENERGY PARTNERS LP | $572,416 | $490,630 |
| NIO INC | $314,435 | $74,100 |
| OATLY GROUP AB ADS | $105,473 | $8,700 |
| ORMAT TECHNOLOGIES | $219,779 | $259,440 |
| PLUG POWER INC | $502,254 | $173,180 |
| POTLATCHDELTIC CORP | $284,815 | $237,546 |
| PROTERRA INC | $378,937 | $131,950 |
| PUT QQQ - $230 - 03/17/23 | $8,929 | $7,100 |
| PUT QQQ - $230 - 09/15/23 | $23,307 | $26,000 |
| PUT QQQ - $230.00 - 06/16/23 | $13,779 | $18,000 |
| PUT SPY - $300 - 03/17/23 | $14,098 | $3,160 |
| PUT SPY - $300 - 06/16/23 | $22,743 | $13,560 |
| PUT SPY - $320 - 09/15/23 | $28,229 | $26,550 |
| QUANTUMSCAPE CORP | $179,789 | $39,690 |
| RANPAK HOLDINGS CORP | $4,395 | $4,847 |
| ROCK TECH LITHIUM INC | $113,578 | $31,128 |
| SHAPEWAY HOLDINGS, INC. | $24,158 | $1,719 |
| SHOPIFY INC | $60,190 | $51,024 |
| SOLAREDGE TECHNOLOGIES INC | $415,271 | $339,924 |
| SPDR GOLD SHARES | $421,612 | $424,100 |
| SPROTT PHYSICAL GOLD TRUST | $425,785 | $423,000 |
| STORA ENSO ORD SHS CLASS R | $289,928 | $224,549 |
| SUNRUN INC | $654,697 | $360,300 |
| TWILIO INC | $78,072 | $29,376 |
| WEYERHAEUSER CO | $255,707 | $213,900 |
| WULING MOTORS HOLDINGS | $91,445 | $54,450 |
| XPENG INC | $303,954 | $69,580 |
| XYLEM INC | $386,112 | $331,710 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BITCOIN USD | $400,000 | $107,674 |
| ETHEREUM USD | $400,000 | $111,489 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Document Review/Drafting | CategoryTxt |
| Legal Fees | $2,090 | LegalFeesAmt |
| Disbursements Charitable Prps | $2,090 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $62,750 | $62,750 | |
| Bank Charges | $851 | $851 | |
| Foundation Dues & Memberships | $5,000 | $5,000 | |
| State or Local Filing Fees | $25 | $25 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Investment Management Services | $71,286 | $71,286 | |
| Philanthropic Consulting Srvcs | $12,968 | $12,968 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2022 | $41,500 | |
| 990-PF Extension for 2021 | $275,500 | |
| Foreign Tax Paid | $123 | $123 |