BRODER FAMILY FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- BRODER FAMILY FOUNDATION INC (EIN 20-3979691)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-07-02
- IRS object ID
- 202521839349100207
- 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
- Investments Govt Obligations Sch
- Other Expenses 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 | 203979691 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Broder Family Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | BROD | 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 | PAUL BRODER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2025-06-12 | 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 | $49,656,958 | 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 | $68,161 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $68,161 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $677,467 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $677,467 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $767,396 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,462,759 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $767,396 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,513,024 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,513,024 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Taxes Rev And Expnss | $9,843 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $102,967 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $102,967 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $112,810 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $102,967 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,220,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,220,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,333,310 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,323,467 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,820,286 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,513,024 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $3,426,630 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $289,292 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $289,292 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $963,210 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,938,835 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,986,239 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $27,362,236 | CorporateStockBOYAmt |
| Corporate Stock EOY | $27,703,663 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $47,381,427 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $31,752,076 | TotalAssetsBOYAmt |
| Total Assets EOY | $29,931,790 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $49,656,958 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $31,752,076 | RetainedEarningBOYAmt |
| Retained Earning EOY | $29,931,790 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $31,752,076 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $29,931,790 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $31,752,076 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $29,931,790 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $31,752,076 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,820,286 | ExcessRevenueOverExpensesAmt |
| Subtotal | $29,931,790 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $29,931,790 | 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 | $1,462,759 | GrossSalesPriceAmt |
| Cost Or Other Basis | $695,363 | CostOrOtherBasisAmt |
| Gain Or Loss | $767,396 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $767,396 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $767,396 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $21,031 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $21,031 | SubtotalAmt |
| Tax Based On Investment Income | $21,031 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,900 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $18,131 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $21,031 | 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 | Yes (true) | 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 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| Paul G Broder | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Pres, Dir, Sec | 1.0 | $0 | $0 | $0 |
| Kimberly J Griffiths | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP | 1.0 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 Walls Drive 3rd Fl | AddressLine1Txt |
| City | Fairfield | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06824 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Administrative | ServiceTypeTxt |
| Compensation | $102,942 | CompensationAmt |
| 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 | $47,542,859 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,487,214 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $49,030,073 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $49,030,073 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $735,451 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $48,294,622 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,414,731 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,414,731 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $21,031 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $21,031 | TotalTaxAmt |
| Distributable Before Adj | $2,393,700 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $2,393,700 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $2,393,700 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,323,467 | 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 | $3,323,467 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,393,700 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $405,651 | UndistributedIncomePYAmt |
| Qualifying Distributions | $3,323,467 | QualifyingDistributionsAmt |
| Applied To Year1 | $405,651 | AppliedToYear1Amt |
| Applied To Current Year | $2,393,700 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $524,116 | RemainingDistriFromCorpusAmt |
| Total Corpus | $524,116 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $524,116 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $524,116 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Kimberly J Griffiths | ContributingManagerNm |
| Contributing Manager | Paul G Broder | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (43 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALL FAITHS FOOD BANK INC | |||||||
| 8171 BLAIKIE CT | SARASOTA | FL | 34240 | N/A | PC | General & Unrestricted | $8,000 |
| AMERICAN NATIONAL RED CROSS | |||||||
| 600 NE 3RD AVE | FORT LAUDERDALE | FL | 33304 | N/A | PC | General & Unrestricted | $5,000 |
| AMERICAN NATIONAL RED CROSS | |||||||
| 335 SW 27TH AVE | MIAMI | FL | 33135 | N/A | PC | General & Unrestricted | $5,000 |
| AMNESTY INTERNATIONAL OF THE USA INC | |||||||
| 311 43RD ST 7TH FL | NEW YORK | NY | 10036 | N/A | PC | General & Unrestricted | $25,000 |
| BIG DOG RANCH RESCUE INC | |||||||
| 14444 OKEECHOBEE BLVD | LXHTCHEE GRVS | FL | 33470 | N/A | PC | General & Unrestricted | $10,000 |
| BOYS AND GIRLS CLUBS OF PALM BEACH COUNTY INC | |||||||
| 800 NORTHPOINT PKWY STE 204 | WEST PALM BCH | FL | 33407 | N/A | PC | General & Unrestricted | $75,000 |
| BROTHER WOLF ANIMAL RESCUE INC | |||||||
| PO BOX 8195 | ASHEVILLE | NC | 28814 | N/A | PC | General & Unrestricted | $10,000 |
| CAMP HORSEABILITY INC | |||||||
| PO BOX 410-1 | OLD WESTBURY | NY | 11568 | N/A | PC | General & Unrestricted | $5,000 |
| CHILDREN'S TUMOR FOUNDATION | |||||||
| PO BOX 7247 MAILCODE 6895 | PHILADELPHIA | PA | 19170 | N/A | PC | General & Unrestricted | $20,000 |
| COLBYS CREW RESCUE | |||||||
| 988 PIPER WAY | KESWICK | VA | 22947 | N/A | PC | General & Unrestricted | $20,000 |
| COPE FOUNDATION INC | |||||||
| 718 WALT WHITMAN RD UNIT 1251 | MELVILLE | NY | 11747 | N/A | PC | General & Unrestricted | $25,000 |
| DRUGS FOR NEGLECTED DISEASES INITIATIVE NORTH AMER | |||||||
| 40 RECTOR ST 16TH FLOOR | NEW YORK | NY | 10006 | N/A | PC | General & Unrestricted | $100,000 |
| EQUESTRIAN AID FOUNDATION INC | |||||||
| 11924 FOREST HILL BLVD | WELLINGTON | FL | 33414 | N/A | PC | General & Unrestricted | $10,000 |
| EVANS SCHOLARS FOUNDATION | |||||||
| 2501 PATRIOT BLVD | GLENVIEW | IL | 60026 | N/A | PC | General & Unrestricted | $40,000 |
| FEED THE HUNGRY PANTRY OF PALM BEACH COUNTY INC | |||||||
| 8306 155TH PL N | PALM BCH GDNS | FL | 33418 | N/A | PC | General & Unrestricted | $20,000 |
| FIDELITY INVESTMENTS CHARITABLE GIFT FUND | |||||||
| 245 SUMMER ST MZ-NM438 | BOSTON | MA | 02210 | N/A | PC | General & Unrestricted | $2,000,000 |
| FLORIDA EQUINE DISASTER RESPONSE CORP | |||||||
| PO BOX 3204 | OKEECHOBEE | FL | 34973 | N/A | PC | General & Unrestricted | $5,000 |
| FOLDS OF HONOR FOUNDATION | |||||||
| DEPARTMENT 13 | TULSA | OK | 74182 | N/A | PC | General & Unrestricted | $30,000 |
| FOUNDATION FOR APPALACHIAN KENTUCKY INC | |||||||
| 420 MAIN ST | HAZARD | KY | 41701 | N/A | PC | General & Unrestricted | $30,000 |
| FRESH RX | |||||||
| 1260 S FEDERAL HWY STE 101 | BOYNTON BEACH | FL | 33435 | N/A | PC | General & Unrestricted | $75,000 |
| GEORGETOWN UNIVERSITY | |||||||
| 2115 WISCONSIN AVE NW STE 500 | WASHINGTON | DC | 20007 | N/A | PC | General & Unrestricted | $25,000 |
| GODS PANTRY FOOD BANK INC | |||||||
| 2201 INNOVATION DR | LEXINGTON | KY | 40511 | N/A | PC | General & Unrestricted | $10,000 |
| GRASSROOTS INTERNATIONAL INC | |||||||
| 179 BOYLSTON ST 4TH FLOOR | BOSTON | MA | 02130 | N/A | PC | General & Unrestricted | $25,000 |
| HABITAT FOR HUMANITY OF PALM BEACH COUNTY | |||||||
| 6758 N MILITARY TRAIL STE 301 | WEST PALM BEACH | FL | 33407 | N/A | PC | General & Unrestricted | $75,000 |
| HUMANE SOCIETY OF BROWARD COUNTY | |||||||
| 2070 GRIFFIN RD | FT LAUDERDALE | FL | 33312 | N/A | PC | General & Unrestricted | $5,000 |
| HUMANE SOCIETY OF TAMPA BAY INC | |||||||
| 3607 N ARMENIA AVE | TAMPA | FL | 33607 | N/A | PC | General & Unrestricted | $5,000 |
| INSTITUTE FOR JUSTICE | |||||||
| 901 N GLEBE RD STE 900 | ARLINGTON | VA | 22203 | N/A | PC | General & Unrestricted | $100,000 |
| JOSHS BENCHES FOR AWARENESS | |||||||
| PO BOX 540022 | GREENACRES | FL | 33454 | N/A | PC | General & Unrestricted | $25,000 |
| JUSTWORLD INTERNATIONAL INC | |||||||
| 11924 FOREST HILL BLVD STE 10A-396 | WELLINGTON | FL | 33414 | N/A | PC | General & Unrestricted | $75,000 |
| MEDECINS SANS FRONTIERES USA INC | |||||||
| 40 RECTOR ST 16TH FL | NEW YORK | NY | 10006 | N/A | PC | General & Unrestricted | $25,000 |
| MEMORIAL SLOAN-KETTERING CANCER CENTER | |||||||
| 1275 YORK AVE | NEW YORK | NY | 10065 | N/A | PC | General & Unrestricted | $50,000 |
| MOMENTUM WHEELS FOR HUMANITY | |||||||
| 9509 VASSAR AVE UNIT A | CHATSWORTH | CA | 91311 | N/A | PC | General & Unrestricted | $20,000 |
| OLD FIELD FARMS LTD | |||||||
| 140 HARBOR RD | SAINT JAMES | NY | 11780 | N/A | PC | General & Unrestricted | $30,000 |
| PALM BEACH COUNTY SHERIFFS FOUNDATION | |||||||
| 3228 GUN CLUB RD | WEST PALM BCH | FL | 33406 | N/A | PC | General & Unrestricted | $50,000 |
| PLANNED PARENTHOOD FEDERATION OF AMERICA INC | |||||||
| PO BOX 97166 | WASHINGTON | DC | 20090 | N/A | PC | General & Unrestricted | $75,000 |
| POLO FOR LIFE INC | |||||||
| 255 PROFESSIONAL WAY STE 100 | WELLINGTON | FL | 33414 | N/A | PC | General & Unrestricted | $50,000 |
| RONALD MCDONALD HOUSE CHARITIES OF THE BLUEGRASS I | |||||||
| PO BOX 22414 | LEXINGTON | KY | 40522 | N/A | PC | General & Unrestricted | $10,000 |
| SECOND HARVEST FOOD BANK OF NORTHWEST NORTH CAROLI | |||||||
| 3330 SHOREFAIR DR | WINSTON SALEM | NC | 27105 | N/A | PC | General & Unrestricted | $5,000 |
| SISTER KITTEN ANIMAL RESCUE | |||||||
| 112 FROSTRIDGE RD | MAGGIE VALLEY | NC | 28751 | N/A | PC | General & Unrestricted | $2,500 |
| VINCEREMOS RIDING CENTER INC | |||||||
| 13300 6TH CT N | LOXAHATCHEE | FL | 33470 | N/A | PC | General & Unrestricted | $10,000 |
| VOLUNTEER FLORIDA FOUNDATION INC | |||||||
| 1545 RAYMOND DIEHL RD STE 250 | TALLAHASSEE | FL | 32308 | N/A | SO I | General & Unrestricted | $5,000 |
| WIKIMEDIA FOUNDATION INC | |||||||
| PO BOX 98204 | WASHINGTON | DC | 20090 | N/A | PC | General & Unrestricted | $20,000 |
| WORLD CENTRAL KITCHEN INCORPORATED | |||||||
| PO BOX 96538 | WASHINGTON | DC | 20090 | N/A | PC | General & Unrestricted | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,220,500 | 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 | $68,161 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $677,467 | 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 | $767,396 | 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 | $1,513,024 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,513,024 | 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 (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FIDELITY INTERNATL INDEX INSTL | $6,246,969 | $6,897,688 |
| FIDELITY SEL PORT NATURAL RESO | $1,557,145 | $2,913,128 |
| FIDELITY TOTAL MARKET INDEX FU | $16,484,092 | $31,878,652 |
| SPDR GOLD SHARES | $3,415,457 | $5,691,959 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,938,835 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,986,239 | USGovtObligationsEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $102,942 | $102,942 |
| State or Local Filing Fees | $25 | $25 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2024 | $2,900 |
| 990-PF Excise Tax for 2023 | $6,943 |