JOEL DEAN FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- JOEL DEAN FOUNDATION INC (EIN 13-6097306)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-04-30
- IRS object ID
- 202531209349101208
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-04-30T09:00:23-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 112473984 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LESHKOWITZ & COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 45 BROADWAY 8TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10006 | 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 | 136097306 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOEL DEAN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOEL | BusinessNameControlTxt |
| Phone | 3016561227 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO JURRIEN DEAN 7422 HAMPDEN LANE | AddressLine1Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20814 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JURRIEN DEAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3016561227 | PhoneNum |
| Signature | 2025-04-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSHUA WEICHSELBAUM | PreparerPersonNm |
| PTIN | P01484724 | PTIN |
| Phone | 2125325550 | PhoneNum |
| Preparation | 2025-04-28 | 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 | $11,641,896 | 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 |
| Dividends Rev And Expnss | $185,065 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $185,065 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $336,282 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $450,000 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $336,282 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $521,347 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $521,347 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,140 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,070 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,070 | AccountingFeesChrtblPrpsAmt |
| Other Expenses Rev And Expnss | $750 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $375 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $375 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,890 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,445 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,445 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $462,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $462,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $466,890 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,445 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $464,445 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $54,457 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $518,902 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,695 | CashBOYAmt |
| Cash EOY | $5,946 | CashEOYAmt |
| Cash EOYFMV | $5,946 | CashEOYFMVAmt |
| Other Investments BOY | $4,054,679 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,106,885 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $11,635,950 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,058,374 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,112,831 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,641,896 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $4,058,374 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $4,112,831 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,058,374 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,112,831 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,058,374 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,112,831 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,058,374 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $54,457 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,112,831 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,112,831 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | 3745.007 SHS OF STOCK MKT IDX INST | PropertyDesc |
| Acquired | 2010-11-08 | AcquiredDt |
| Sold | 2024-02-20 | SoldDt |
| Gross Sales Price | $450,000 | GrossSalesPriceAmt |
| Cost Or Other Basis | $113,718 | CostOrOtherBasisAmt |
| Gain Or Loss | $336,282 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $336,282 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $336,282 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,213 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $7,213 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $7,213 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,377 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $3,377 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $3,836 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JURRIEN DEAN | IndividualWithBooksNm |
| Phone | 3016561227 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7422 HAMPDEN LANE | AddressLine1Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 208141366 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | 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 | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JURRIEN DEAN | ||||||||
| 7422 HAMPDEN LANE | BETHESDA | MD | 20814 | PRES., TREAS. | 2.00 | $0 | $0 | $0 |
| GILLIAN DEAN | ||||||||
| 14701 FARWELL AVE | SARATOGA | CA | 95070 | V. PRES.,DIR. | 2.00 | $0 | $0 | $0 |
| JOEL DEAN JR | ||||||||
| 14 HOPKE AVE | HASTINGSONHUDSON | NY | 10706 | V. PRES.,DIR. | 2.00 | $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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $11,166,700 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,498 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,170,198 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $11,170,198 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $167,553 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,002,645 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $550,132 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $550,132 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,213 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,213 | TotalTaxAmt |
| Distributable Before Adj | $542,919 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $542,919 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $542,919 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $464,445 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $464,445 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $542,919 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $460,953 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $464,445 | QualifyingDistributionsAmt |
| Applied To Year1 | $460,953 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,492 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $539,427 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (72 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALPERT MEDICAL SCHOOL OF BROWN UNIVERSITY | |||||||
| BOX 1893 | PROVIDENCE | RI | 02912 | N/A | PC | PROGRAM SUPPORT | $1,000 |
| AMERICAN CIVIL LIBERTIES UNION FOUNDATION | |||||||
| 125 BROAD STREET 18TH FLOOR | NEW YORK | NY | 10004 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| AMERICAN SCHOOL OF CLASSICAL STUDIES AT ATHENS | |||||||
| 321 WALL STREET | PRINCETON | NJ | 085401515 | N/A | PC | PROGRAM SUPPORT | $1,000 |
| APPALACHIAN MOUNTAIN CLUB | |||||||
| 10 CITY SQUARE | BOSTON | MA | 02129 | N/A | PC | PROGRAM SUPPORT | $3,000 |
| AUSTIN PETS ALIVE | |||||||
| 1156 WEST CESAR CHAVEZ | AUSTIN | TX | 78703 | N/A | PC | PROGRAM SUPPORT | $2,000 |
| BEREA COLLEGE | |||||||
| CPO 2216 | BEREA | KY | 40404 | N/A | PC | ENDOWMENT | $51,000 |
| BREAKTHROUGH CENTRAL TEXAS | |||||||
| 3100 E 5TH STREET SUITE 375 | AUSTIN | TX | 78702 | N/A | PC | PROGRAM SUPPORT | $2,000 |
| BUCKNELL UNIVERSITY | |||||||
| 1 DENT DRIVE | LEWISBURG | PA | 17837 | N/A | PC | PROGRAM SUPPORT | $1,000 |
| CAMP JOY FOUNDATION | |||||||
| PO BOX 417 | CLARKSVILLE | OH | 45113 | N/A | PC | PROGRAM SUPPORT | $11,050 |
| CAPE ELIZABETH LAND TRUST | |||||||
| 330 OCEAN HOUSE ROAD | CAPE ELIZABETH | ME | 04107 | N/A | PC | PROGRAM SUPPORT | $2,000 |
| CHILDREN'S HEALTH FUND | |||||||
| 475 RIVERSIDE DRIVE SUITE 630 | NEW YORK | NY | 10115 | N/A | PC | PROGRAM SUPPORT | $2,000 |
| CHILDREN'S HOSPITAL OF PHILADELPHIA | |||||||
| PO BOX 781352 | PHILADELPHIA | PA | 191781352 | N/A | PC | PROGRAM SUPPORT | $10,000 |
| CHINQUAPIN PREPARATORY SCHOOL | |||||||
| 2615 E WALLISVILLE ROAD | HIGHLANDS | TX | 775623199 | N/A | PC | PROGRAM SUPPORT | $1,500 |
| CITY LIGHTS THEATER COMPANY | |||||||
| PO BOX 720640 | SAN JOSE | CA | 95172 | N/A | PC | PROGRAM SUPPORT | $3,000 |
| CLASSICAL KDFC | |||||||
| 201 THIRD STREET SUITE 1200 | SAN FRANCISCO | CA | 94103 | N/A | PC | PROGRAM SUPPORT | $2,000 |
| COLUMBIA COLLEGE | |||||||
| PO BOX 1523 | NEW YORK | NY | 10008 | N/A | PC | PROGRAM SUPPORT | $3,000 |
| COLUMBIA UNIVERSITY | |||||||
| 516 WEST 168TH STREET 3RD FLOOR | NEW YORK | NY | 10032 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| COLUMBIA UNIVERSITY | |||||||
| 622 WEST 113TH STREET | NEW YORK | NY | 10025 | N/A | PC | DEAN BIOLOGICAL SCIENCES FUND | $31,000 |
| DEERFIELD ACADEMY | |||||||
| PO BOX 306 | DEERFIELD | MA | 01342 | N/A | PC | PROGRAM SUPPORT | $1,000 |
| FREEDOM READS | |||||||
| 2666 STATE STREET SUITE 5A | HAMDEN | CT | 06517 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| FRIENDLY VOICES PHONE BUDDIES FOR SENIORS | |||||||
| PO BOX 63 | MENLO PARK | CA | 940260063 | N/A | PC | PROGRAM SUPPORT | $2,000 |
| FRIENDS AND BENEFACTORS OF MARYMOUNT INTERNATIONAL SCHOOL OF PARIS | |||||||
| 101 PARK AVENUE SUITE 3500 | NEW YORK | NY | 10178 | N/A | PC | DIGITAL LAB EQUIPMENT, COMPUTER TECHNOLOGY, SOFTWARE AND APS | $25,000 |
| FRIENDS OF ACADIA | |||||||
| PO BOX 45 | BAR HARBOR | ME | 04609 | N/A | PC | PROGRAM SUPPORT | $2,000 |
| FRIENDS OF FORT WILLIAMS PARK | |||||||
| 299 OCEAN HOUSE RD | CAPE ELIZABETH | ME | 04107 | N/A | PC | PROGRAM SUPPORT | $2,000 |
| GEORGETOWN DAY SCHOOL | |||||||
| 4200 DAVENPORT STREET | WASHINGTON | DC | 200164560 | N/A | PC | PROGRAM SUPPORT | $1,500 |
| GIVEWELL TOP CHARITIES FUND | |||||||
| 1714 FRANKLIN STREET 100335 | OAKLAND | CA | 94612 | N/A | PC | PROGRAM SUPPORT | $10,000 |
| GREEN ACRES SCHOOL | |||||||
| 1701 DANVILLE DRIVE | ROCKVILLE | MD | 20852 | N/A | PC | PROGRAM SUPPORT | $2,000 |
| HARVARD COLLEGE | |||||||
| PO BOX 419209 | BOSTON | MA | 022419209 | N/A | PC | PROGRAM SUPPORT | $2,000 |
| HARVEY MUDD COLLEGE | |||||||
| 301 PLATT BOULEVARD | CLAREMONT | CA | 917115990 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| HASTINGS HISTORICAL SOCIETY | |||||||
| 407 BROADWAY | HASTINGSONHUDSON | NY | 10706 | N/A | PC | PROGRAM SUPPORT | $2,000 |
| HASTINGS-ON-HUDSON UNION FREE SCHOOL DISTRICT | |||||||
| 27 FARRAGUT AVENUE | HASTINGSONHUDSON | NY | 10706 | N/A | PC | PROGRAM SUPPORT | $6,000 |
| HASTINGS-ON-HUDSON VILLAGE | |||||||
| 7 MAPLE STREET | HASTINGSONHUDSON | NY | 10706 | N/A | PC | PROGRAM SUPPORT | $400 |
| HASTINGS-ON-HUDSON VOLUNTEER FIRE DEPARTMENT | |||||||
| 7 MAPLE STREET | HASTINGSONHUDSON | NY | 10706 | N/A | PC | PROGRAM SUPPORT | $750 |
| HUMANE SOCIETY OF THE UNITED STATES | |||||||
| 1255 23RD STREET NW SUITE 450 | WASHINGTON | DC | 20037 | N/A | NC | PROGRAM SUPPORT | $5,000 |
| INSIDE BOOKS PROJECT | |||||||
| 3106 E 14 1/2 STREET | AUSTIN | TX | 78702 | N/A | PC | PROGRAM SUPPORT | $1,000 |
| INSTITUTE OF CONTEMPORARY ART | |||||||
| 560 SOUTH FIRST STREET | SAN JOSE | CA | 95113 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| INTERNATIONAL WOLF CENTER | |||||||
| 7100 NORTHLAND CIRCLE N SUITE 205 | MINNEAPOLIS | MN | 55428 | N/A | PC | PROGRAM SUPPORT | $1,000 |
| JAZZ FORUM ARTS | |||||||
| 1 DIXON LANE | TARRYTOWN | NY | 10591 | N/A | PC | PROGRAM SUPPORT | $2,300 |
| JOHNS HOPKINS CENTER FOR TALENTED YOUTH | |||||||
| PO BOX 64710 | BALTIMORE | MD | 21264 | N/A | PC | ENDOWMENT | $500 |
| JOHNS HOPKINS UNIVERSITY | |||||||
| 3400 N CHARLES STREET | BALTIMORE | MD | 21218 | N/A | PC | ENDOWMENT | $2,000 |
| KEALING MIDDLE SCHOOL | |||||||
| 1607 PENNSYLVANIA AVENUE | AUSTIN | TX | 78702 | N/A | NC | PROGRAM SUPPORT | $1,000 |
| KQED PUBLIC RADIO | |||||||
| 2601 MARIPOSA STREET | SAN FRANCISCO | CA | 941101426 | N/A | PC | PROGRAM SUPPORT | $4,000 |
| LITTLE RED SCHOOL HOUSE | |||||||
| 272 SIXTH AVENUE | NEW YORK | NY | 10014 | N/A | PC | PROGRAM SUPPORT | $500 |
| MAGNOLIA MONTESSSORI FOR ALL | |||||||
| 5100 PECAN BROOK DRIVE | AUSTIN | TX | 78724 | N/A | PC | PROGRAM SUPPORT | $1,000 |
| MAINEHEALTH BARBARA BUSH CHILDREN'S HOSPITAL | |||||||
| 22 BRAMHALL STREET | PORTLAND | ME | 04102 | N/A | PC | PROGRAM SUPPORT | $2,000 |
| MASSACHUSETTS AUDOBON SOCIETY | |||||||
| 208 SOUTH GREAT ROAD | LINCOLN | MA | 01773 | N/A | PC | PROGRAM SUPPORT | $2,000 |
| MASSACHUSETTS GENERAL HOSPITAL | |||||||
| 125 NASHUA STREET SUITE 540 | BOSTON | MA | 02114 | N/A | PC | PROGRAM SUPPORT | $3,000 |
| MONTALVO ARTS CENTER | |||||||
| 15400 MONTALVO ROAD PO BOX 158 | SARATOGA | CA | 95071 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| NATIONAL ALLIANCE ON MENTAL ILLNESS | |||||||
| 4301 WILSON BOULEVARD SUITE 300 | ARLINGTON | VA | 22203 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| NATIONAL PUBLIC RADIO WAMU 885 | |||||||
| PO BOX 791490 | BALTIMORE | MD | 212791490 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| OBERLIN COLLEGE | |||||||
| PO BOX 72110 | CLEVELAND | OH | 441920002 | N/A | PC | ENDOWMENT | $50,000 |
| OPERA SAN JOSE | |||||||
| 2149 PARAGON DRIVE | SAN JOSE | CA | 95131 | N/A | PC | PROGRAM SUPPORT | $110,000 |
| PEOPLE'S CLINIC AUSTIN CO DEVELOPMENT OFFICE | |||||||
| 1101 CAMINO LA COSTA | AUSTIN | TX | 78752 | N/A | PC | PROGRAM SUPPORT | $2,000 |
| PORTLAND MUSEUM OF ART | |||||||
| 7 CONGRESS SQUARE | PORTLAND | ME | 04101 | N/A | PC | PROGRAM SUPPORT | $2,000 |
| SAN JOSE JAZZ | |||||||
| 310 SOUTH FIRST STREET | SAN JOSE | CA | 95113 | N/A | PC | PROGRAM SUPPORT | $3,000 |
| SAN JOSE MUSEUM OF ART | |||||||
| 110 SOUTH MARKET STREET | SAN JOSE | CA | 95113 | N/A | PC | PROGRAM SUPPORT | $7,000 |
| STANFORD UNIVERSITY | |||||||
| PO BOX 20466 | STANFORD | CA | 943090466 | N/A | PC | PROGRAM SUPPORT | $1,000 |
| STANFORD UNIVERSITY | |||||||
| PO BOX 20466 | STANFORD | CA | 943090466 | N/A | PC | FINANCIAL AID | $1,000 |
| STUDENT CONSERVATION ASSOCIATION | |||||||
| 689 RIVER ROAD | CHARLESTOWN | NH | 03603 | N/A | PC | PROGRAM SUPPORT | $10,000 |
| SWARTHMORE COLLEGE JOEL DEAN RESEARCH PROGRAM | |||||||
| 500 COLLEGE AVENUE | SWARTHMORE | PA | 19081 | N/A | PC | ENDOWMENT | $1,000 |
| SWARTHMORE COLLEGE | |||||||
| 500 COLLEGE AVENUE | SWARTHMORE | PA | 19081 | N/A | PC | PROGRAM SUPPORT | $2,000 |
| TEXAS EQUAL ACCESS FUND | |||||||
| PO BOX 227336 | DALLAS | TX | 75222 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| THE MARET SCHOOL | |||||||
| 3000 CATHEDRAL AVENUE NW | WASHINGTON | DC | 20008 | N/A | PC | PROGRAM SUPPORT | $500 |
| THE NATURE CONSERVANCY | |||||||
| 4245 NORTH FAIRFAX DRIVE SUITE 100 | ARLINGTON | VA | 22203 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| THE UNIVERSITY OF TEXAS AT AUSTIN | |||||||
| PO BOX 7458 | AUSTIN | TX | 787137458 | N/A | PC | PROGRAM SUPPORT | $1,000 |
| THEATRE WORKS | |||||||
| PO BOX 50458 | PALO ALTO | CA | 943030458 | N/A | PC | PROGRAM SUPPORT | $2,000 |
| TRUSTEES OF THE RESERVATIONS | |||||||
| 200 HIGH STREET | BOSTON | MA | 02120 | N/A | PC | PROGRAM SUPPORT | $2,000 |
| UNTERMYER GARDENS CONSERVANCY | |||||||
| 945 NORTH BROADWAY | YONKERS | NY | 10701 | N/A | PC | PROGRAM SUPPORT | $2,000 |
| VANDERBILT UNIVERSITY | |||||||
| PMB 407727 2301 VANDERBILT PLACE | NASHVILLE | TN | 372039700 | N/A | PC | PROGRAM SUPPORT | $1,000 |
| WAYNFLETE SCHOOL | |||||||
| 360 SPRING STREET | PORTLAND | ME | 04102 | N/A | PC | PROGRAM SUPPORT | $3,000 |
| WHITMAN COLLEGE | |||||||
| 345 BOYER AVENUE | WALLA WALLA | WA | 99362 | N/A | PC | PROGRAM SUPPORT | $1,000 |
| YMCA OF SILICON VALLEY | |||||||
| 13500 QUITO ROAD | SARATOGA | CA | 95070 | N/A | PC | PROGRAM SUPPORT | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $462,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $185,065 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $336,282 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $521,347 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $521,347 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,140 | Amt |
| Net Investment Income | $2,070 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,070 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| VANGUARD FEDERAL MONEY MARKET FUND | AT COST | $34,684 | $34,684 |
| SHORT-TERM BOND INDEX FUND ADMIRAL SHARES | AT COST | $856,874 | $828,296 |
| TAX-MANAGED SMALL CAP FUND ADMIRAL SHARES | AT COST | $442,544 | $1,228,893 |
| TOTAL STOCK MARKET INDEX FUND INSTITUTIONAL SHARES | AT COST | $2,772,783 | $9,544,077 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NYS FILING FEE | Desc |
| Revenue And Expenses Per Books | $750 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $375 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $375 | DisbursementsCharitablePrpsAmt |