GEOFFREY C HUGHES FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- GEOFFREY C HUGHES FOUNDATION INC (EIN 13-3622255)
- Tax period
- 2023-04-01 to 2024-03-31
- Filed
- 2025-02-13
- IRS object ID
- 202500449349101100
- 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 Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-02-13T22:21:23-06:00 | ReturnTs |
| Tax Period End | 2024-03-31 | 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 | 2023-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133622255 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Geoffrey C Hughes Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | GEOF | 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 | MATTHEW BERSANI | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2025-02-11 | 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 | 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 | $32,798,524 | 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 | $5,336 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5,336 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $4,751 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $4,751 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,042,659 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,650,663 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,116,650 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $426 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $426 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,053,172 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,127,163 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $383,334 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $383,334 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $27,438 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $27,438 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $664 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $664 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $93,664 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $93,664 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $25,100 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $56,717 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $56,717 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $586,917 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $93,664 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $468,153 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,350,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,350,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,936,917 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $93,664 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,818,153 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$883,745 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,033,499 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $72,587 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $34,670 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $34,670 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $20,532,739 | CorporateStockBOYAmt |
| Corporate Stock EOY | $19,951,446 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $26,249,828 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $4,466,224 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,201,689 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $6,514,026 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $25,071,550 | TotalAssetsBOYAmt |
| Total Assets EOY | $24,187,805 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $32,798,524 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $25,071,550 | RetainedEarningBOYAmt |
| Retained Earning EOY | $24,187,805 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $25,071,550 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $24,187,805 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $25,071,550 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $24,187,805 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $25,071,550 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$883,745 | ExcessRevenueOverExpensesAmt |
| Subtotal | $24,187,805 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $24,187,805 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (12 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| Publicly-traded Securities | $3,084,076 | $1,233,306 | $1,850,770 | $1,850,770 | |||
| MSCI EAFE INDEX CTF | $18,837 | $9,098 | $9,739 | $9,739 | P | 2019-03-31 | 2024-03-25 |
| MSCI EAFE INDEX CTF | $85,000 | $41,000 | $44,000 | $44,000 | P | 2019-03-31 | 2024-03-28 |
| MSCI EAFE INDEX CTF | $10,942 | $6,006 | $4,936 | $4,936 | P | 2019-03-31 | 2023-04-04 |
| MSCI EAFE INDEX CTF | $3,058 | $1,678 | $1,380 | $1,380 | P | 2019-03-31 | 2023-04-04 |
| MSCI EAFE INDEX CTF | $5,000 | $2,763 | $2,237 | $2,237 | P | 2019-03-31 | 2023-04-05 |
| MSCI EAFE INDEX CTF | $187,144 | $101,527 | $85,617 | $85,617 | P | 2019-03-31 | 2023-04-26 |
| MSCI EAFE INDEX CTF | $16,856 | $9,144 | $7,712 | $7,712 | P | 2019-03-31 | 2023-04-26 |
| MSCI EAFE INDEX CTF | $162,000 | $88,806 | $73,194 | $73,194 | P | 2019-03-31 | 2023-06-26 |
| MSCI EAFE INDEX CTF | $8,000 | $4,288 | $3,712 | $3,712 | P | 2019-03-31 | 2023-07-05 |
| MSCI EAFE INDEX CTF | $16,750 | $9,392 | $7,358 | $7,358 | P | 2019-03-31 | 2023-10-10 |
| MSCI EAFE INDEX CTF | $53,000 | $27,005 | $25,995 | $25,995 | P | 2019-03-31 | 2023-12-01 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,116,650 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $28,266 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $28,266 | SubtotalAmt |
| Tax Based On Investment Income | $28,266 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $22,684 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $6,300 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $28,984 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $718 | OverpaymentAmt |
| Applied To ES Tax | $718 | 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 | NY | 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 | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| 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 (7 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 |
|---|---|---|---|---|---|---|---|---|
| Mary Bersani | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Pres | 40.0 | $214,167 | $0 | $0 |
| Matthew Bersani | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Treas | 35.0 | $169,167 | $0 | $0 |
| Catherine Burns | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Sec | 1.0 | $0 | $0 | $0 |
| Paul Burns | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Monica Orbe Cliff | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Ursula Cliff | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| W Conway Cliff | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 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 |
|---|---|---|---|---|---|
| State Street Global Advisors | |||||
| One Iron St Channel Ctr 6th Fl | BOSTON | MA | 02210 | Investment Mgmt | $93,664 |
| Foundation Source | |||||
| 55 Walls Drive 3rd Fl | Fairfield | CT | 06824 | Administrative | $52,969 |
| 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 | $24,113,793 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $525,445 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $6,311,006 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $30,950,244 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $30,950,244 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $464,254 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $30,485,990 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,524,300 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,524,300 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $28,266 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $28,266 | TotalTaxAmt |
| Distributable Before Adj | $1,496,034 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,496,034 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,496,034 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,818,153 | 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 | $1,818,153 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,496,034 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr3 | $471,092 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $521,967 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $988,649 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,981,708 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,818,153 | QualifyingDistributionsAmt |
| Applied To Current Year | $1,496,034 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $322,119 | RemainingDistriFromCorpusAmt |
| Total Corpus | $2,303,827 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $2,303,827 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $471,092 | ExcessFromYear3Amt |
| Excess From Year2 | $521,967 | ExcessFromYear2Amt |
| Excess From Year1 | $988,649 | ExcessFromYear1Amt |
| Excess From Current Year | $322,119 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | GEOFFREY C HUGHES FOUNDATION INC | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | FOUNDATION SOURCE 55 WALLS DR FL 3 | AddressLine1Txt |
| City | FAIRFIELD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06824 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Email Address | STROWBRIDGE@FOUNDATIONSOURCE.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | A LETTER OF INQUIRY STATING THE PURPOSE AND THE AMOUNT REQUESTED AND THE TAX-EXEMPT STATUS OF THE APPLICANT ORGANIZATION SHOULD BE SUBMITTED VIA E-MAIL TO THE PRESIDENT OF THE FOUNDATION AT THE E-MAIL ADDRESS INDICATED: STROWBRIDGE@FOUNDATIONSOURCE.COM | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | None | SubmissionDeadlinesTxt |
| Restrictions On Awards | THERE ARE NO RESTRICTIONS ON AWARDS. THE FOUNDATION CONCENTRATES ON ENVIRONMENTAL PROTECTION, EDUCATION AND SOCIAL JUSTICE. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 1BERKSHIRE STRATEGIC ALLIANCE FOUNDATION INC | |||||||
| PO BOX 4826 | PITTSFIELD | MA | 01202 | N/A | PC | General & Unrestricted | $40,000 |
| BERKSHIRE AGRICULTURE VENTURES | |||||||
| 321 MAIN ST STE 202 | GT BARRINGTON | MA | 01230 | N/A | PC | General & Unrestricted | $75,000 |
| BERKSHIRE COMMUNITY LAND TRUST | |||||||
| 140 JUG END RD | GT BARRINGTON | MA | 01230 | N/A | PC | River Run Farm Project | $100,000 |
| BERKSHIRE ENVIRONMENTAL ACTION TEAM INC | |||||||
| 20 CHAPEL ST | PITTSFIELD | MA | 01201 | N/A | PC | General & Unrestricted | $10,000 |
| BERKSHIRE IMMIGRANT CENTER INC | |||||||
| 67 E ST | PITTSFIELD | MA | 01201 | N/A | PC | General & Unrestricted | $20,000 |
| BERKSHIRE NATURAL RESOURCES | |||||||
| 309 PITTSFIELD ROAD STE B | LENOX | MA | 01240 | N/A | PC | General & Unrestricted | $100,000 |
| BERKSHIRE OPERA FESTIVAL | |||||||
| 54 WENDELL AVE | PITTSFIELD | MA | 01201 | N/A | PC | General & Unrestricted | $25,000 |
| BERKSHIRES BOUNTY INC | |||||||
| 33 COMMONWEALTH AVE | GT BARRINGTON | MA | 01230 | N/A | PC | General & Unrestricted | $15,000 |
| CAMPAIGN LEGAL CENTER INC | |||||||
| 1101 14TH ST NW STE 400 | WASHINGTON | DC | 20005 | N/A | PC | General & Unrestricted | $125,000 |
| CONSTRUCT INC | |||||||
| 316A STATE RD | GREAT BARRINGTON | MA | 01230 | N/A | PC | General & Unrestricted | $40,000 |
| COUNCIL ON THE ENVIRONMENT INC | |||||||
| 100 GOLD ST STE 3300 | NEW YORK | NY | 10038 | N/A | PC | General & Unrestricted | $25,000 |
| EQUINE ADVOCATES INCORPORATED | |||||||
| 3212 RTE 66 1 | VALATIE | NY | 12184 | N/A | PC | General & Unrestricted | $10,000 |
| GREENAGERS INC | |||||||
| PO BOX 157 | S EGREMONT | MA | 01258 | N/A | PC | General & Unrestricted | $50,000 |
| JACOBS PILLOW DANCE FESTIVAL INC | |||||||
| 358 GEORGE CARTER RD | BECKET | MA | 01223 | N/A | PC | General & Unrestricted | $20,000 |
| LITERACY NETWORK OF SOUTH BERKSHIRE INC | |||||||
| 100 MAIN ST | LEE | MA | 01238 | N/A | PC | General & Unrestricted | $10,000 |
| MAHAIWE PERFORMING ARTS CENTER INC | |||||||
| PO BOX 690 | GT BARRINGTON | MA | 01230 | N/A | PC | General & Unrestricted | $50,000 |
| MOUNT KISCO INTERFAITH FOOD PANTRY INC | |||||||
| 300 E MAIN ST | MOUNT KISCO | NY | 10549 | N/A | PC | General & Unrestricted | $175,000 |
| NATIONAL REDISTRICTING FOUNDATION | |||||||
| 712 H ST NE 25 | WASHINGTON | DC | 20002 | N/A | PC | General & Unrestricted | $125,000 |
| NATURE CONSERVANCY | |||||||
| 4245 N FAIRFAX DRIVE STE 100 | ARLINGTON | VA | 22203 | N/A | PC | General & Unrestricted | $100,000 |
| NEIGHBORS LINK CORP | |||||||
| 27 COLUMBUS AVE | MOUNT KISCO | NY | 10549 | N/A | PC | General & Unrestricted | $75,000 |
| PRINCETON IN ASIA INC | |||||||
| LOUIS A SIMPSON INTERNATIONAL BLDG | PRINCETON | NJ | 08544 | N/A | PC | General & Unrestricted | $100,000 |
| STREETSQUASH INC | |||||||
| 40 WEST 116TH ST | NEW YORK | NY | 10026 | N/A | PC | General & Unrestricted | $60,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,350,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,336 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,751 | 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 | $1,042,659 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FOREIGN TAX REFUND | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $426 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,053,172 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,053,172 | 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 (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| REAL ASSETS | $2,262,132 | $3,298,971 |
| U.S. AGGREGATE BOND INDEX NL C | $10,293,804 | $9,783,295 |
| US TOTAL MARKET INDEX CTF | $7,395,510 | $13,167,562 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MSCI EAFE INDEX CTF | CategoryOrItemTxt |
| Book Value | $4,201,689 | BookValueAmt |
| EOYFMV | $6,514,026 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | General Consultations | CategoryTxt |
| Legal Fees | $664 | LegalFeesAmt |
| Disbursements Charitable Prps | $664 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $52,969 | $52,969 |
| Foundation Dues & Memberships | $815 | $815 |
| Indemnification Insurance | $2,183 | $2,183 |
| State or Local Filing Fees | $750 | $750 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FOREIGN TAX REFUND | Desc |
| Revenue And Expenses Per Books | $426 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $426 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $93,664 | Amt |
| Net Investment Income | $93,664 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2024 | $22,100 |
| 990-PF Extension for 2023 | $3,000 |