PATTERSON FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- PATTERSON FAMILY FOUNDATION (EIN 94-3268717)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-07-02
- IRS object ID
- 202511839349100751
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-07-02T07:37:50-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 943268717 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Patterson Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % BRANDYWINE TRUST COMPANY | InCareOfNm |
| Business Name Control | PATT | BusinessNameControlTxt |
| Phone | 3022345750 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7234 LANCASTER PIKE SUITE 300-A | AddressLine1Txt |
| City | Hockessin | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 19707 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LOUISE M PATTERSON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2025-06-10 | 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 | 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 | $2,864,882 | 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 | $9,530 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $9,530 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $8,844 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $8,844 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $157,071 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $199,997 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $199,081 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $175,445 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $217,455 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $39,611 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $7,296 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $32,315 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,810 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $663 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $638 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $25 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $42,084 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,934 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $32,340 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $493,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $493,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $535,084 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,934 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $525,340 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$359,639 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $209,521 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $353,734 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $37,022 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $37,022 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $601,459 | CorporateStockBOYAmt |
| Corporate Stock EOY | $558,532 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,827,860 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $955,193 | TotalAssetsBOYAmt |
| Total Assets EOY | $595,554 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,864,882 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $955,193 | RetainedEarningBOYAmt |
| Retained Earning EOY | $595,554 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $955,193 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $595,554 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $955,193 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $595,554 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $955,193 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$359,639 | ExcessRevenueOverExpensesAmt |
| Subtotal | $595,554 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $595,554 | 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 | $199,997 | GrossSalesPriceAmt |
| Cost Or Other Basis | $916 | CostOrOtherBasisAmt |
| Gain Or Loss | $199,081 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $199,081 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $199,081 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,912 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,912 | SubtotalAmt |
| Tax Based On Investment Income | $2,912 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,600 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $1,312 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $2,912 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
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 |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRANDYWINE TRUST COMPANY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3022345750 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7234 LANCASTER PIKE SUITE 300-A | AddressLine1Txt |
| City | Hockessin | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 19707 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (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 |
|---|---|---|---|---|---|---|---|---|
| Arthur C Patterson | ||||||||
| 7234 LANCASTER PIKE SUITE 300-A | Hockessin | DE | 19707 | Chairman, Treas, Dir | 1.0 | $0 | $0 | $0 |
| Louise M Patterson | ||||||||
| 7234 LANCASTER PIKE SUITE 300-A | Hockessin | DE | 19707 | Pres, Dir | 1.0 | $0 | $0 | $0 |
| Hume R Steyer | ||||||||
| 7234 LANCASTER PIKE SUITE 300-A | Hockessin | DE | 19707 | Sec | 1.0 | $0 | $0 | $0 |
| 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 | $3,232,600 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $189,204 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,421,804 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,421,804 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $51,327 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,370,477 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $168,524 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $168,524 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,912 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,912 | TotalTaxAmt |
| Distributable Before Adj | $165,612 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $165,612 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $165,612 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $525,340 | 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 | $525,340 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $165,612 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $3,284,973 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $520,468 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $255,030 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $374,407 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $50,770 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,485,648 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $525,340 | QualifyingDistributionsAmt |
| Applied To Current Year | $165,612 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $359,728 | RemainingDistriFromCorpusAmt |
| Total Corpus | $4,845,376 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $3,284,973 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,560,403 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $520,468 | ExcessFromYear4Amt |
| Excess From Year3 | $255,030 | ExcessFromYear3Amt |
| Excess From Year2 | $374,407 | ExcessFromYear2Amt |
| Excess From Year1 | $50,770 | ExcessFromYear1Amt |
| Excess From Current Year | $359,728 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Arthur C Patterson | ContributingManagerNm |
| Contributing Manager | Louise M Patterson | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (34 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 19TH NEWS | |||||||
| 3571 FAR W BLVD 3497 | AUSTIN | TX | 78731 | N/A | PC | General & Unrestricted | $5,000 |
| A2Z EXPLORATION | |||||||
| 455 ARKANSAS ST | SAN FRANCISCO | CA | 94107 | N/A | PC | A2Z Exploration Fund | $5,000 |
| ALDER GRADUATE SCHOOL OF EDUCATION | |||||||
| 2946 BROADWAY ST STE B | REDWOOD CITY | CA | 94062 | N/A | PC | General & Unrestricted | $20,000 |
| ASPIRE PUBLIC SCHOOLS | |||||||
| 1001 22ND AVE STE 100 | OAKLAND | CA | 94606 | N/A | PC | General & Unrestricted | $15,000 |
| ASPIRE PUBLIC SCHOOLS | |||||||
| 1001 22ND AVE STE 100 | OAKLAND | CA | 94606 | N/A | PC | Don Shalvey: Changing the Odds Scholarship Fund | $10,000 |
| BIG SUR FOOD & WINE FOUNDATION INC | |||||||
| PO BOX 487 | BIG SUR | CA | 93920 | N/A | PC | General & Unrestricted | $10,000 |
| BIG SUR VOLUNTEER FIRE BRIGADE | |||||||
| PO BOX 520 | BIG SUR | CA | 93920 | N/A | PC | General & Unrestricted | $10,000 |
| CAMPAIGN LEGAL CENTER INC | |||||||
| 1101 14TH ST NW STE 400 | WASHINGTON | DC | 20005 | N/A | PC | General & Unrestricted | $20,000 |
| CENTER FOR INDEPENDENT DOCUMENTARY INC | |||||||
| 55 GREEN ST | NEWTON | MA | 02458 | N/A | PC | Support Producing Documentary Film | $5,000 |
| CENTER FOR REPRODUCTIVE RIGHTS INC | |||||||
| 199 WATER ST FL 22 | NEW YORK | NY | 10038 | N/A | PC | General & Unrestricted | $10,000 |
| CT CYCLING ADVANCEMENT PROGRAM INC | |||||||
| PO BOX 889 | MIDDLETOWN | CT | 06067 | N/A | PC | General & Unrestricted | $10,000 |
| FRIENDS OF MUSIQUE & VIN AU CLOS VOUGEOT INC | |||||||
| 139 W 85TH ST APT 2 | NEW YORK | NY | 10024 | N/A | PC | General & Unrestricted | $10,000 |
| FULBRIGHT UNIVERSITY VIETNAM USA INC | |||||||
| 1763 GREAT PLAIN AVE | NEEDHAM | MA | 02492 | N/A | PC | General & Unrestricted | $10,000 |
| GRABHORN INSTITUTE | |||||||
| 1802 HAYS ST | SAN FRANCISCO | CA | 94129 | N/A | PC | General & Unrestricted | $5,000 |
| GREENHOUSE E3 | |||||||
| 120 LANG RD UNIT 998 | PORTLAND | TX | 78374 | N/A | PC | General & Unrestricted | $20,000 |
| HARVARD LAMPOON TRUST UNDER DECLARATION OF TRUST | |||||||
| PO BOX 380308 | CAMBRIDGE | MA | 02238 | N/A | PC | General & Unrestricted | $2,500 |
| HENRY L FERGUSON MUSEUM | |||||||
| PO BOX 554 | FISHERS ISLAND | NY | 06390 | N/A | PC | General & Unrestricted | $1,000 |
| HOLY FAMILY DAY HOMES OF SAN FRANCISCO | |||||||
| 299 DOLORES ST | SAN FRANCISCO | CA | 94103 | N/A | PC | General & Unrestricted | $1,000 |
| ISLAND HEALTH PROJECT INC | |||||||
| PO BOX 344 | FISHERS ISLE | NY | 06390 | N/A | PC | General & Unrestricted | $1,000 |
| KEEP BIG SUR WILD | |||||||
| PO BOX 610 | BIG SUR | CA | 93920 | N/A | PC | General & Unrestricted | $2,500 |
| KQED INC | |||||||
| 2601 MARIPOSA ST | SAN FRANCISCO | CA | 94110 | N/A | PC | General & Unrestricted | $5,000 |
| MARIN COUNTRY DAY SCHOOL | |||||||
| 5221 PARADISE DR | CORTE MADERA | CA | 94925 | N/A | PC | General & Unrestricted | $4,000 |
| MULTIPLYING GOOD INC | |||||||
| 348 WEST 57TH ST 115 | NEW YORK | NY | 10019 | N/A | PC | General & Unrestricted | $10,000 |
| NEIGHBORS FOR A BETTER SAN FRANCISCO | |||||||
| 2350 KERNER BLVD STE 250 | SAN RAFAEL | CA | 94901 | N/A | PC | RCV Education Project | $87,000 |
| ONE PLYMPTON PRESERVATION FOUNDATION INC | |||||||
| ONE PLYMPTON ST | CAMBRIDGE | MA | 02138 | N/A | PC | General & Unrestricted | $100,000 |
| ORKEESWA INC | |||||||
| 425 W COLONIAL DR STE 303 324 | ORLANDO | FL | 32804 | N/A | PC | General & Unrestricted | $3,000 |
| OUTWARD BOUND CALIFORNIA | |||||||
| 548 MARKET ST | SAN FRANCISCO | CA | 94104 | N/A | PC | Meet the Match Campaign | $10,000 |
| PACIFIC ROWING CLUB | |||||||
| 91 CITYVIEW DR | DALY CITY | CA | 94014 | N/A | PC | General & Unrestricted | $1,000 |
| REGENTS OF THE UNIVERSITY OF CALIFORNIA | |||||||
| 1156 HIGH ST | SANTA CRUZ | CA | 95064 | N/A | GOV | Big Creek Reserve (Big Sur) | $50,000 |
| SAN FRANCISCO FILM SOCIETY | |||||||
| 455 9TH ST | SAN FRANCISCO | CA | 94103 | N/A | PC | General & Unrestricted | $25,000 |
| ST JOHN'S EPISCOPAL CHURCH | |||||||
| PO BOX 505 | FISHERS ISLAND | NY | 06390 | N/A | PC | Stewardship Appeal Fund | $5,000 |
| TEN STRANDS | |||||||
| PO BOX 150869 | SAN RAFAEL | CA | 94915 | N/A | PC | General & Unrestricted | $10,000 |
| THE REMEDY PROJECT INC | |||||||
| 40 RECTOR ST RM 900 | NEW YORK | NY | 10006 | N/A | PC | General & Unrestricted | $500 |
| UNCOMMON ORG INC | |||||||
| 5 HAMLIN LN | AMAGANSETT | NY | 11930 | N/A | PC | General & Unrestricted | $9,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $493,000 | 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 | $9,530 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,844 | 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 | $157,071 | 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 | $175,445 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $175,445 | 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 (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ETSY INC | $485,403 | $2,138,079 |
| T-MOBILE US INC | $73,129 | $689,781 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Bank Charges | $638 | $638 | |
| State or Local Filing Fees | $25 | $25 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administration of Foundation | $32,315 | $32,315 | |
| Investment Management Services | $7,296 | $7,296 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2024 | $1,600 |
| 990-PF Extension for 2023 | $210 |