CLEVELAND H DODGE FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- CLEVELAND H DODGE FOUNDATION INC (EIN 13-6015087)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-11
- IRS object ID
- 202223159349102757
- Schema version
- 2021v4.2
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-11T15:30:32-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 271728945 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PKF O'CONNOR DAVIES LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 245 PARK AVENUE 12TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10167 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136015087 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLEVELAND H DODGE FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CLEV | BusinessNameControlTxt |
| Phone | 2129722800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 420 LEXINGTON AVENUE 2331 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10170 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EMILY MOMMSEN | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 2129722800 | PhoneNum |
| Signature | 2022-11-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | EMILY | PersonFirstNm |
| Person Last | MOMMSEN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SCOTT BROWN | PreparerPersonNm |
| PTIN | P02104034 | PTIN |
| Phone | 2122862600 | PhoneNum |
| Preparation | 2022-11-11 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $73,434,860 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $321 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $321 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,186,124 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,213,543 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $6,164,352 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $22,420,694 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $6,183,522 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $52,112 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $92,088 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $7,402,909 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $7,489,474 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $252,193 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $12,610 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $239,583 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $18,082 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $904 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $17,178 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $6,764 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $6,764 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $37,206 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $34,956 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $455,936 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $455,936 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Net Invst Incm | $566 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $94,461 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,483 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $250 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $128,636 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $128,636 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $21,059 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $21,059 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $64,129 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $15,102 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $64,129 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,078,466 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $490,601 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $512,555 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,533,331 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,533,331 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,611,797 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $490,601 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,045,886 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,791,112 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,998,873 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $335,779 | CashBOYAmt |
| Cash EOY | $510,158 | CashEOYAmt |
| Cash EOYFMV | $510,158 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,306,638 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,468,691 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,468,691 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $7,510,194 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $8,842,250 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $8,842,250 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $40,457,842 | CorporateStockBOYAmt |
| Corporate Stock EOY | $49,880,349 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $49,880,349 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $4,600,227 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $3,421,328 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $3,421,328 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $6,397,595 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $7,746,158 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $7,746,158 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $565,926 | OtherAssetsBOYAmt |
| Other Assets EOY | $565,926 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $565,926 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $61,174,201 | TotalAssetsBOYAmt |
| Total Assets EOY | $73,434,860 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $73,434,860 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $60,637,201 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $72,897,860 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $537,000 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $537,000 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $61,174,201 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $73,434,860 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $61,174,201 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $73,434,860 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $61,174,201 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,791,112 | ExcessRevenueOverExpensesAmt |
| Other Increases | $8,469,547 | OtherIncreasesAmt |
| Subtotal | $73,434,860 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $73,434,860 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $22,288,985 | $16,194,145 | $6,094,840 | $6,094,840 | |
| MIG OFFSHORE FUND | $125,000 | $62,197 | $62,803 | $62,803 | |
| OCA BREDS III TE LLC | $286 | $286 | P | ||
| OCA SILVER LAKE V TE LLC | $5,291 | $5,291 | P | ||
| OCA CMTG LLC | $443 | $443 | P | ||
| JANUS HENDERSON EUROPEAN BEST IDEAS FUND, LLC (FKA THE ALPHAGEN EURPOEAN BE | $7,826 | $7,826 | P | ||
| ENTERPRISE PRODUCTS PARTNERS. L.P. | -$1,295 | -$1,295 | P | ||
| OCA FCC III LLC | $6,619 | $6,619 | P | ||
| CAPITAL GAINS DIVIDENDS | $6,709 | $6,709 | $6,709 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $6,183,522 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $97,284 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $97,284 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $97,284 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $120,660 | 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 | $120,660 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $23,376 | OverpaymentAmt |
| Applied To ES Tax | $23,376 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 | HTTPS://WWW.CHDODGEFOUNDATION.ORG/ | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLEVELAND H DODGE FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2129722800 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 420 LEXINGTON AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10170 | 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 | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (18 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 |
|---|---|---|---|---|---|---|---|---|
| WILLIAM D RUECKERT | ||||||||
| 420 LEXINGTON AVENUE SUITE 2331 | NEW YORK | NY | 10170 | PRESIDENT | 12.00 | $0 | $0 | $0 |
| LOUIS E BLACK ESQ | ||||||||
| 420 LEXINGTON AVENUE SUITE 2331 | NEW YORK | NY | 10170 | SECRETARY | 2.00 | $0 | $0 | $0 |
| JOHNSON GARRETT | ||||||||
| 420 LEXINGTON AVENUE SUITE 2331 | NEW YORK | NY | 10170 | VICE PRESIDENT | 2.00 | $0 | $0 | $0 |
| CATHERINE O KERR | ||||||||
| 420 LEXINGTON AVENUE SUITE 2331 | NEW YORK | NY | 10170 | TREASURER | 1.00 | $0 | $0 | $0 |
| SALLY DODGE | ||||||||
| 420 LEXINGTON AVENUE SUITE 2331 | NEW YORK | NY | 10170 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| BAYARD D DODGE | ||||||||
| 420 LEXINGTON AVENUE SUITE 2331 | NEW YORK | NY | 10170 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| BOLLING W HAXALL JR | ||||||||
| 420 LEXINGTON AVENUE SUITE 2331 | NEW YORK | NY | 10170 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ALFRED H HOWELL JR | ||||||||
| 420 LEXINGTON AVENUE SUITE 2331 | NEW YORK | NY | 10170 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| CHARLOTTE W LENZNER | ||||||||
| 420 LEXINGTON AVENUE SUITE 2331 | NEW YORK | NY | 10170 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| CLEVELAND D RUECKERT | ||||||||
| 420 LEXINGTON AVENUE SUITE 2331 | NEW YORK | NY | 10170 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MATTHEW CLEVELAND MOLE | ||||||||
| 420 LEXINGTON AVENUE SUITE 2331 | NEW YORK | NY | 10170 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| GRACE O ALLARD | ||||||||
| 420 LEXINGTON AVENUE SUITE 2331 | NEW YORK | NY | 10170 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| CLEVELAND D REA JR | ||||||||
| 420 LEXINGTON AVENUE SUITE 2331 | NEW YORK | NY | 10170 | DIRECTOR THROUGH | 1.00 | $0 | $0 | $0 |
| STEPHEN CAMPBELL | ||||||||
| 420 LEXINGTON AVENUE SUITE 2331 | NEW YORK | NY | 10170 | DIRECTOR AS OF | 1.00 | $0 | $0 | $0 |
| BAYARD D REA | ||||||||
| 420 LEXINGTON AVENUE SUITE 2331 | NEW YORK | NY | 10170 | EMERITUS DIRECTOR | 1.00 | $0 | $0 | $0 |
| INGRID R WARREN | ||||||||
| 420 LEXINGTON AVENUE SUITE 2331 | NEW YORK | NY | 10170 | EMERITA DIRECTOR | 1.00 | $0 | $0 | $0 |
| EMILY MOMMSEN | ||||||||
| 420 LEXINGTON AVENUE SUITE 2331 | NEW YORK | NY | 10170 | EXECUTIVE DIRECTOR | 40.00 | $169,813 | $6,624 | $0 |
| PHYLLIS CRISCUOLI | ||||||||
| 420 LEXINGTON AVENUE SUITE 2331 | NEW YORK | NY | 10170 | FORMER EXECUTIVE DIRECTOR | 0.01 | $82,380 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| AVITY INVESTMENT MANAGEMENT INC | |||||
| 80 FIELDPORT ROAD | GREENWICH | CT | 06836 | INVESTMENT ADVISORS | $182,839 |
| BECK MACK AND OLIVER | |||||
| 330 MADISON AVENUE | NEW YORK | NY | 10017 | INVESTMENT ADVISORS | $181,819 |
| OFFIT CAPITAL ADVISORS LLC | |||||
| 485 LEXINGTON AVE | NEW YORK | NY | 10017 | INVESTMENT ADVISORS | $91,278 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $65,862,090 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,771,027 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $565,926 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $69,199,043 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $69,199,043 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,037,986 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $68,161,057 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,408,053 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,408,053 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $97,284 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $97,284 | TotalTaxAmt |
| Distributable Before Adj | $3,310,769 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,310,769 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,310,769 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,045,886 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,045,886 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,310,769 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $18,584 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $401,314 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $779,960 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,199,858 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,045,886 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,045,886 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $264,883 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $264,883 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $934,975 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $934,975 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $155,015 | ExcessFromYear2Amt |
| Excess From Year1 | $779,960 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | EMILY MOMMSEN EXECUTIVE DIRECTOR | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 420 LEXINGTON AVENUE SUITE 2331 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10170 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2129722800 | RecipientPhoneNum |
| Form And Info And Materials | SEE FOUNDATION'S WEBSITE HTTPS://WWW.CHDODGEFOUNDATION.ORG/GRANTS | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SEE FOUNDATION'S WEBSITE HTTPS://WWW.CHDODGEFOUNDATION.ORG/GRANTS | SubmissionDeadlinesTxt |
| Restrictions On Awards | SEE FOUNDATION'S WEBSITE HTTPS://WWW.CHDODGEFOUNDATION.ORG/GUIDELINES | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (235 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| 4 PAWS RESCUE TEAM INC | ||||||||
| 2806 EMMA LEE SUITE 102 | FALLS CHURCH | VA | 22042 | N/A | PC | DODGE FAMILY MATCHING PROGRAM GIFTS | $250 | |
| ACADEMY AT CHARLEMONT | ||||||||
| 1359 ROUTE 2 | CHARLEMONT | MA | 01339 | N/A | PC | DODGE FAMILY MATCHING PROGRAM GIFT | $250 | |
| AFRICA CONSULTANTS INTERNATIONAL INC | ||||||||
| 181 PINEHURST DRIVE | BRADENTON | FL | 34210 | N/A | PC | DODGE FAMILY MATCHING PROGRAM GIFTS | $250 | |
| AGRICULTURAL STEWARDSHIP ASSOCIATION | ||||||||
| 2531 STATE ROUTE 40 | GREENWICH | NY | 12834 | N/A | PC | DODGE FAMILY MATCHING PROGRAM GIFTS | $100 | |
| ALIVE | ||||||||
| 2723 KING STREET | ALEXANDRIA | VA | 22302 | N/A | PC | DODGE FAMILY MATCHING PROGRAM GIFTS | $100 | |
| AMERICAN FARMLAND TRUST | ||||||||
| 1150 CONNECTICUT AVENUE NW | WASHINGTON | DC | 20036 | N/A | PC | DODGE FAMILY MATCHING PROGRAM | $100 | |
| AMERICAN FRIENDS SERVICE COMMITTEE | ||||||||
| 1501 CHERRY STREET | PHILADELPHIA | PA | 19102 | N/A | PC | DODGE FAMILY MATCHING PROGRAM | $1,000 | |
| AMERICAN MUSEUM OF NATURAL HISTORY | ||||||||
| CENTRAL PARK WEST AT 79TH STREET | NEW YORK | NY | 10024 | N/A | PC | URBAN ADVANTAGE ELEMENTARY SCHOOL PILOT PROGRAM | $150,000 | |
| AMERICAN MUSEUM OF NATURAL HISTORY | ||||||||
| CENTRAL PARK WEST AT 79TH STREET | NEW YORK | NY | 10024 | N/A | PC | GENERAL SUPPORT | $30,000 | |
| AMERICAN MUSEUM OF NATURAL HISTORY | ||||||||
| CENTRAL PARK WEST AT 79TH STREET | NEW YORK | NY | 10024 | N/A | PC | GENERAL SUPPORT | $25,000 | |
| AMERICAN NEAR EAST REFUGEE AID | ||||||||
| 1111 14TH STREET NW 400 | WASHINGTON | DC | 20005 | N/A | PC | DODGE FAMILY MATCHING PROGRAM | $500 | |
| AMERICAN RED CROSS GREATER NEW YORK REGION | ||||||||
| 520 WEST 49TH STREET | NEW YORK | NY | 10019 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| AMERICAN UNIVERSITY OF BEIRUT | ||||||||
| 3 DAG HAMMARSKJOLD PLAZA 8TH FLOOR | NEW YORK | NY | 10017 | N/A | PC | GENERAL SUPPORT | $20,000 | |
| AMERICAN UNIVERSITY OF BEIRUT | ||||||||
| 3 DAG HAMMARSKJOLD PLAZA 8TH FLOOR | NEW YORK | NY | 10017 | N/A | PC | DODGE FAMILY MATCHING PROGRAM | $6,250 | |
| AMERICAN UNIVERSITY OF BEIRUT | ||||||||
| 3 DAG HAMMARSKJOLD PLAZA 8TH FLOOR | NEW YORK | NY | 10017 | N/A | PC | GENERAL SUPPORT | $25,000 | |
| ANDOVER EDUCATIONAL FUND INC | ||||||||
| PO BOX 32 | ANDOVER | ME | 04216 | N/A | PC | DODGE FAMILY MATCHING PROGRAM | $3,500 | |
| ANTIQUE BOAT MUSEUM | ||||||||
| 750 MARY STREET | CLAYTON | NY | 13624 | N/A | PC | DODGE FAMILY MATCHING PROGRAM | $17,250 | |
| AT HOME IN ALEXANDRIA | ||||||||
| 3139 MT VERNON AVENUE | ALEXANDRIA | VA | 22305 | N/A | PC | DODGE FAMILY MATCHING PROGRAM | $1,000 | |
| ATLAS CULTURAL FOUNDATION | ||||||||
| 19 EAST LAMME STREET | BOZEMAN | MT | 59715 | N/A | PC | DODGE FAMILY MATCHING PROGRAM | $100 | |
| AUDUBON - NEW HAMPSHIRE | ||||||||
| 84 SILK FARM ROAD | CONCORD | NH | 03301 | N/A | PC | DODGE FAMILY MATCHING PROGRAM | $25 | |
| AUDUBON ROCKIES | ||||||||
| 215 W OAK STREET SUITE 2C | FORT COLLINS | CO | 80521 | N/A | PC | DODGE FAMILY MATCHING PROGRAM | $250 | |
| AUSBON SARGENT LAND PRESERVATION TRUST | ||||||||
| 71 PLEASANT ST PO BOX 2040 | NEW LONDON | NH | 03257 | N/A | PC | DODGE FAMILY MATCHING PROGRAM | $50 | |
| AVENUES FOR JUSTICE | ||||||||
| 100 CENTRE STREET ROOM 1541 | NEW YORK | NY | 10013 | N/A | PC | DODGE FAMILY MATCHING PROGRAM | $500 | |
| BANK STREET COLLEGE OF EDUCATION | ||||||||
| 610 WEST 112TH STREET | NEW YORK | NY | 100251120 | N/A | PC | GENERAL SUPPORT | $15,000 | |
| BANK STREET COLLEGE OF EDUCATION | ||||||||
| 610 WEST 112TH STREET | NEW YORK | NY | 100251120 | N/A | PC | BIRTH-TO-THREE WORKFORCE TRAINING PILOT - COHORT III | $250,000 | |
| BARD PRISON INITIATIVE | ||||||||
| PO BOX 5000 | ANNANDALEONHUDSON | NY | 12504 | N/A | PC | DODGE FAMILY MATCHING PROGRAM | $500 | |
| BATES COLLEGE | ||||||||
| 2 ANDREWS ROAD | LEWISTON | NE | 04240 | N/A | PC | GENERAL SUPPORT | $500 | |
| BENNINGTON MUSEUM | ||||||||
| 75 MAIN STREET | BENNINGTON | VT | 05201 | N/A | PC | GENERAL SUPPORT | $250 | |
| BERNI & MURCER - FRIENDS FOR LIFE | ||||||||
| 52 FAUN RIDGE LANE | WILTON | CT | 06897 | N/A | PC | GENERAL SUPPORT | $250 | |
| BOWDOIN COLLEGE | ||||||||
| 4100 COLLEGE STATION | BRUNSWICK | ME | 04011 | N/A | PC | GENERAL SUPPORT | $2,150 | |
| BOY SCOUTS OF AMERICA GREATER NY COUNCIL | ||||||||
| 475 RIVERSIDE DRIVE SUITE 600 | NEW YORK | NY | 10015 | N/A | PC | RESTRICTED FOR SCOUTREACH PROGRAM | $15,000 | |
| BOY SCOUTS OF AMERICA GREATER NY COUNCIL | ||||||||
| 475 RIVERSIDE DRIVE SUITE 600 | NEW YORK | NY | 10015 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| BOZEMAN FRIENDS OF MUSIC | ||||||||
| PO BOX 536 | BOZEMAN | MT | 59771 | N/A | PC | GENERAL SUPPORT | $250 | |
| BRIDGERCARE | ||||||||
| 1288 NORTH 14TH AVENUE 201 | BOZEMAN | MT | 59715 | N/A | PC | DODGE FAMILY MATCHING PROGRAM | $13,194 | |
| BROTHERHOODSISTER SOL | ||||||||
| 140 HAMILTON PLACE | NEW YORK | NY | 10031 | N/A | PC | DODGE FAMILY MATCHING PROGRAM | $550 | |
| BROWN UNIVERSITY | ||||||||
| 350 EDDY STREET BOX 1877 | PROVIDENCE | RI | 02912 | N/A | PC | DODGE FAMILY MATCHING PROGRAM | $500 | |
| CAMP ARANU'TIQ OF HARBOR CAMPS | ||||||||
| PO BOX 920251 | NEEDHAM | MA | 02492 | N/A | PC | DODGE FAMILY MATCHING PROGRAM | $100 | |
| CANINE PARTNERS FOR LIFE | ||||||||
| 334 FAGGS MANOR ROAD | COCHRANVILLE | PA | 19330 | N/A | PC | DODGE FAMILY MATCHING PROGRAM | $250 | |
| CAPE COD REPERTORY THEATRE | ||||||||
| 3299 ROUTE 6A | BREWSTER | MA | 02631 | N/A | PC | DODGE FAMILY MATCHING PROGRAM | $5,000 | |
| CARLETON COLLEGE | ||||||||
| ONE NORTH COLLEGE STREET | NORTHFIELD | MN | 55054 | N/A | PC | DODGE FAMILY MATCHING PROGRAM | $180 | |
| CARNEGIE MUSEUMS OF PITTSBURGH | ||||||||
| 4400 FORBES AVENUE | PITTSBURGH | PA | 16513 | N/A | PC | DODGE FAMILY MATCHING PROGRAM | $10,573 | |
| CARPENTER'S SHELTER INC | ||||||||
| 930 NORTH HENRY STREET | ALEXANDRIA | VA | 22314 | N/A | PC | DODGE FAMILY MATCHING PROGRAM | $1,000 | |
| CENTER FOR REPRODUCTIVE RIGHTS | ||||||||
| 199 WATER STREET 22ND FLOOR | NEW YORK | NY | 10038 | N/A | PC | DODGE FAMILY MATCHING PROGRAM | $200 | |
| CENTRAL PHILADELPHIA MONTHLY MEETING | ||||||||
| 15151 CHERRY STREET | PHILADELPHIA | PA | 19102 | N/A | PC | DODGE FAMILY MATCHING PROGRAM | $1,500 | |
| CHAMBER MUSIC SOCIETY OF LINCOLN CENTER | ||||||||
| 70 LINCON CENTER PLAZA | NEW YORK | NY | 10023 | N/A | PC | DODGE FAMILY MATCHING PROGRAM | $16,700 | |
| CHATHAM ORPHEUM THEATER | ||||||||
| 637 MAIN STREET | CHATHAM | MA | 02633 | N/A | PC | DODGE FAMILY MATCHING PROGRAM | $515 | |
| CHESAPEAKE BAY OUTWARD BOUND SCHOOL | ||||||||
| 1900 EAGLE DRIVE | BALTIMORE | MD | 21207 | N/A | PC | DODGE FAMILY MATCHING PROGRAM | $7,000 | |
| CHILDREN'S AID SOCIETY | ||||||||
| 117 WEST 124TH STREET 5TH FLOOR | NEW YORK | NY | 10027 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| CHILDREN'S AID SOCIETY | ||||||||
| 117 WEST 124TH STREET 5TH FLOOR | NEW YORK | NY | 10027 | N/A | PC | SEXUAL & REPRODUCTIVE HEALTH PROGRAM - CURTIS HIGH SCHOOL, STATEN ISLAND | $50,000 | |
| CHURCH OF THE MESSIAH | ||||||||
| 13 CHURCH STREET | WOODS HOLE | MA | 02543 | N/A | PC | DODGE FAMILY MATCHING PROGRAM | $16,000 | |
| CHURCH OF THE REDEEMER | ||||||||
| 5603 N CHARLES STREET | BALTIMORE | MD | 21210 | N/A | PC | DODGE FAMILY MATCHING PROGRAM | $6,250 | |
| CITY LIFE VIDA URBANA | ||||||||
| 284 ARMORY STREET FIRST FLOOR | JAMAICA PLAINS | MA | 02130 | N/A | PC | DODGE FAMILY MATCHING PROGRAM | $200 | |
| COALITION FOR RAINFOREST NATIONS | ||||||||
| 52 VANDERBILT AVENUE SUITE 1401 | NEW YORK | NY | 10017 | N/A | PC | DODGE FAMILY MATCHING PROGRAM | $250 | |
| COASTAL MOUNTAINS LAND TRUST | ||||||||
| 101 MT BATTLE STREET | CAMDEN | ME | 04849 | N/A | PC | DODGE FAMILY MATCHING PROGRAM | $1,500 | |
| COLBY COLLEGE | ||||||||
| 4335 MAYFLOWER HILL DRIVE | WATERVILLE | ME | 04976 | N/A | PC | DODGE FAMILY MATCHING PROGRAM | $700 | |
| COMMEMORATIVE AIR FORCE | ||||||||
| PO BOX 764769 | DALLAS | TX | 75376 | N/A | PC | DODGE FAMILY MATCHING PROGRAM | $100 | |
| COMMUNITY FOOD SHARE | ||||||||
| 650 S TAYLOR AVENUE | LOUISVILLE | CO | 80027 | N/A | PC | DODGE FAMILY MATCHING PROGRAM | $250 | |
| CONCORD ACADEMY | ||||||||
| 166 MAIN STREET | CONCORD | MA | 01742 | N/A | PC | DODGE FAMILY MATCHING PROGRAM | $250 | |
| CORNERSTONES INC | ||||||||
| 11150 SUNSET HILLS ROAD SUITE 210 | RESTON | VA | 20190 | N/A | PC | DODGE FAMILY MATCHING PROGRAM | $8,000 | |
| CROSSING THRESHOLDS INC | ||||||||
| 168 A IRVING AVENUE SUITE 300K | PORT CHESTER | NY | 10573 | N/A | PC | DODGE FAMILY MATCHING PROGRAM | $10,000 | |
| CT INSTITUTE FOR REFUGEES & IMMIGRANTS | ||||||||
| 670 CLINTON AVENUE | BRIDGEPORT | CT | 06605 | N/A | PC | DODGE FAMILY MATCHING PROGRAM | $9,500 | |
| DANA HALL SCHOOL | ||||||||
| 49 DANA ROAD PO BOX 9010 | WELLESLEY | MA | 02482 | N/A | PC | DODGE FAMILY MATCHING PROGRAM | $250 | |
| DAVID & DOVETTA WILSON SCHOLARSHIP FUND | ||||||||
| 115-67 237TH STREET | ELMONT | NY | 11003 | N/A | PC | DODGE FAMILY MATCHING PROGRAM | $500 | |
| DAVID'S HOUSE | ||||||||
| 461 MOUNT SUPPORT ROAD | LEBANON | NH | 03766 | N/A | PC | DODGE FAMILY MATCHING PROGRAM | $500 | |
| DILLARD UNIVERSITY | ||||||||
| 2601 GENTILLY BLVD | NEW ORLEANS | LA | 70122 | N/A | PC | DODGE FAMILY MATCHING PROGRAM | $500 | |
| DIRECT RELIEF | ||||||||
| 6100 WALLACE BECKNELL ROAD | SANTA BARBARA | CA | 93117 | N/A | PC | DODGE FAMILY MATCHING PROGRAM | $250 | |
| DREAM CORPS GREEN FOR ALL | ||||||||
| 436 14TH STREET SUITE 920 | OAKLAND | CA | 94612 | N/A | PC | DODGE FAMILY MATCHING PROGRAM | $175 | |
| EAA AVIATION FOUNDATION | ||||||||
| 3000 POBERENZNY ROAD | OSHKOSH | WI | 54902 | N/A | PC | DODGE FAMILY MATCHING PROGRAM | $100 | |
| EAST HARLEM TUTORIAL PROGRAM INC | ||||||||
| 2035 SECOND AVENUE | NEW YORK | NY | 10029 | N/A | PC | SCHOLARS ACADEMY HIGH SCHOOL BUILDING CAMPAIGN | $100,000 | |
| EAST HARLEM TUTORIAL PROGRAM INC | ||||||||
| 2035 SECOND AVENUE | NEW YORK | NY | 10029 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| ELEVATIONS FOUNDATION | ||||||||
| PO BOX 9004 | BOULDER | CO | 80301 | N/A | PC | DODGE FAMILY MATCHING PROGRAM | $250 | |
| EMERSON CENTER FOR THE ARTS & CULTURE | ||||||||
| 111 SOUTH GRAND AVENUE | BOZEMAN | MT | 59715 | N/A | PC | DODGE FAMILY MATCHING PROGRAM | $1,239 | |
| EQUAL JUSTICE INITIATIVE | ||||||||
| 122 COMMERCE STREET | MONTGOMERY | AL | 36104 | N/A | PC | DODGE FAMILY MATCHING PROGRAM | $100 | |
| EVERGREEN GOODWILL OF NW WASHINGTON | ||||||||
| 700 DEARBORN PLACE SOUTH | SEATTLE | WA | 98144 | N/A | PC | DODGE FAMILY MATCHING PROGRAM | $300 | |
| EVERGREEN HIGH SCHOOL EDUCATION FOUNDATION | ||||||||
| PO BOX 2861 | EVERGREEN | CO | 80439 | N/A | PC | DODGE FAMILY MATCHING PROGRAM | $1,000 | |
| EVERGREEN HOUSE FOUNDATION | ||||||||
| 4545 N CHARLES STREET | BALTIMORE | MD | 21210 | N/A | PC | DODGE FAMILY MATCHING PROGRAM | $3,000 | |
| FAIRFIELD COUNTRY DAY SCHOOL | ||||||||
| 2970 BRONSON ROAD | FAIRFIELD | CT | 06460 | N/A | PC | DODGE FAMILY MATCHING PROGRAM | $750 | |
| FARMINGTON LAND TRUST | ||||||||
| 128 GARDEN STREET | FARMINGTON | CT | 06032 | N/A | PC | DODGE FAMILY MATCHING PROGRAM | $250 | |
| FOUNDATIONS IN EDUCATION | ||||||||
| 238 JEWITT AVENUE | BRIDGEPORT | CT | 06606 | N/A | PC | DODGE FAMILY MATCHING PROGRAM | $250 | |
| FOXCROFT SCHOOL | ||||||||
| 22407 FOXHOUND LANE | MIDDLEBURG | VA | 20117 | N/A | PC | DODGE FAMILY MATCHING PROGRAM | $250 | |
| FRANKLIN UNIVERSITY SWITZERLAND | ||||||||
| 420 LEXINGTON AVENUE 26TH FLOOR | NEW YORK | NY | 10174 | N/A | PC | DODGE FAMILY MATCHING PROGRAM | $100 | |
| FRED HUTCHINSON CANCER RESEARCH CENTER | ||||||||
| 1100 FAIRVIEW AVENUE NORTH | SEATTLE | WA | 98109 | N/A | PC | DODGE FAMILY MATCHING PROGRAM | $1,500 | |
| FRIENDS OF MCGILL | ||||||||
| PO BOX 28137 | NEW YORK | NY | 100878137 | N/A | PC | DODGE FAMILY MATCHING PROGRAM | $2,500 | |
| FRIENDS OF TRYON CREEK STATE PARK | ||||||||
| 11321 SW TERWILLIGER BLVD | PORTLAND | OR | 97219 | N/A | PC | DODGE FAMILY MATCHING PROGRAM | $1,400 | |
| FRIENDS UNITED MEETING | ||||||||
| 101 QUAKER HILL DRIVE | RICHMOND | IN | 47374 | N/A | PC | DODGE FAMILY MATCHING PROGRAM | $1,000 | |
| GARRISON FOREST SCHOOL | ||||||||
| 300 GARRISON FOREST ROAD | OWMINGS MILLS | MD | 21117 | N/A | PC | DODGE FAMILY MATCHING PROGRAM | $250 | |
| GILMAN SCHOOL INC | ||||||||
| 5407 ROLAND AVENUE | BALTIMORE | MD | 21210 | N/A | PC | DODGE FAMILY MATCHING PROGRAM | $1,000 | |
| GIRL SCOUT COUNCIL OF GREATER NEW YORK | ||||||||
| 40 WALL STREET SUITE 708 | NEW YORK | NY | 10005 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| GRINDSTONE CHURCH | ||||||||
| GRINDSTONE ISLAND 11440 NORTH SHORE | CLAYTON | NY | 13624 | N/A | PC | DODGE FAMILY MATCHING PROGRAM | $150 | ROAD |
| GRINDSTONE ISLAND RESEARCH & HERITAGE CENTER | ||||||||
| PO BOX 95 | CLAYTON | NY | 13624 | N/A | PC | DODGE FAMILY MATCHING PROGRAM | $350 | |
| HAMILTON COLLEGE | ||||||||
| 198 COLLEGE HILL ROAD | CLINTON | NY | 13323 | N/A | PC | DODGE FAMILY MATCHING PROGRAM | $1,000 | |
| HAMPSHIRE COLLEGE | ||||||||
| 893 WEST STREET | AMHERST | MA | 01002 | N/A | PC | DODGE FAMILY MATCHING PROGRAM | $250 | |
| HERITAGE MUSEUMS AND GARDENS | ||||||||
| 67 GROVE STREET | SANDWICH | MA | 02563 | N/A | PC | DODGE FAMILY MATCHING PROGRAM | $20,000 | |
| HIGHLANDER RESEARCH & EDUCATION CENTER | ||||||||
| 1959 HIGHLANDER WAY | NEW MARKET | TN | 37820 | N/A | PC | DODGE FAMILY MATCHING PROGRAM | $1,700 | |
| HILLTOWN CHURCHES FOOD PANTRY | ||||||||
| PO BOX 161 | ASHFIELD | MA | 01330 | N/A | PC | DODGE FAMILY MATCHING PROGRAM | $250 | |
| HOPE FUNDS FOR CANCER RESEARCH | ||||||||
| 174 BELLEVUE AVENUE SUITE 208 | NEWPORT | RI | 02840 | N/A | PC | DODGE FAMILY MATCHING PROGRAM | $3,500 | |
| IMMANUEL PRESBYTERIAN CHURCH | ||||||||
| 1125 SAVILLE LANE | MCLEAN | VA | 22101 | N/A | PC | DODGE FAMILY MATCHING PROGRAM | $12,000 | |
| INTERLOCHEN CENTER FOR THE ARTS | ||||||||
| PO BOX 199 | INTERLOCHEN | MI | 49643 | N/A | PC | DODGE FAMILY MATCHING PROGRAM | $250 | |
| INTERNATIONAL COLLEGE | ||||||||
| 305 EAST 47TH STREET 10TH FLOOR | NEW YORK | NY | 10017 | N/A | PC | 2021 ANNUAL GRANT | $5,000 | |
| INTERNATIONAL COLLEGE | ||||||||
| 305 EAST 47TH STREET 10TH FLOOR | NEW YORK | NY | 10017 | N/A | PC | ANNUAL APPEAL | $5,000 | |
| INTERNATIONAL COLLEGE | ||||||||
| 305 EAST 47TH STREET 10TH FLOOR | NEW YORK | NY | 10017 | N/A | PC | GENERAL SUPPORT | $50,000 | |
| INTERNATIONAL HOUSE | ||||||||
| 600 RIVERSIDE DRIVE | NEW YORK | NY | 10027 | N/A | PC | GENERAL SUPPORT | $25,000 | |
| INTERNATIONAL HOUSE | ||||||||
| 600 RIVERSIDE DRIVE | NEW YORK | NY | 10027 | N/A | PC | ANNUAL FUND | $10,000 | |
| INTERNATIONAL HOUSE | ||||||||
| 600 RIVERSIDE DRIVE | NEW YORK | NY | 10027 | N/A | PC | GENERAL SUPPORT | $25,000 | |
| INTERNATIONAL HOUSE | ||||||||
| 600 RIVERSIDE DRIVE | NEW YORK | NY | 10027 | N/A | PC | DON L. CUNEO HALL OF HISTORY | $25,000 | |
| INTERNATIONAL RESCUE COMMITTEE | ||||||||
| 122 EAST 42ND STREET | NEW YORK | NY | 10168 | N/A | PC | DODGE FAMILY MATCHING PROGRAM | $165 | |
| JOHNS HOPKINS UNIVERSITY | ||||||||
| 3400 NORTH CHARLES STREET | BALTIMORE | MD | 21218 | N/A | PC | DODGE FAMILY MATCHING PROGRAM | $10,000 | |
| KEARSARGE CHORALE | ||||||||
| PO BOX 2301 | NEW LONDON | NH | 03257 | N/A | PC | GENERAL SUPPORT | $200 | |
| KEARSARGE UNITARIAN UNIVERSALIST FELLOWSHIP | ||||||||
| PO BOX 1578 | NEW LONDON | NH | 03257 | N/A | PC | DODGE FAMILY MATCHING PROGRAM | $1,800 | |
| LAKE TRAILS PRESBYTERIAN CHURCH | ||||||||
| 1 POINT PLACE SUITE 1 | MADISON | WI | 53719 | N/A | PC | DODGE FAMILY MATCHING PROGRAM | $4,750 | |
| LEHIGH UNIVERSITY | ||||||||
| 306 S NEW STREET SUITE 500 | BETHLEHEM | PA | 18015 | N/A | PC | DODGE FAMILY MATCHING PROGRAM | $500 | |
| LIGONIER VALLEY HISTORICAL SOCIETY | ||||||||
| PO BOX 167 | LAUGHLINTOWN | PA | 15655 | N/A | PC | DODGE FAMILY MATCHING PROGRAM | $3,000 | |
| LITERACY INC | ||||||||
| 5030 BROADWAY SUITE 641 | NEW YORK | NY | 10034 | N/A | PC | TECHNOLOGY DEVELOPMENT | $50,000 | |
| MADISON SQUARE BOYS & GIRLS CLUB | ||||||||
| 250 BRADHURST AVENUE | NEW YORK | NY | 10039 | N/A | PC | EXPLORERS ACADEMY | $100,000 | |
| MAINE COAST HERITAGE TRUST | ||||||||
| ONE BOWDOIN MILL ISLAND SUITE 201 | TOPSHAM | ME | 04086 | N/A | PC | DODGE FAMILY MATCHING PROGRAM | $1,500 | |
| MERCER ISLAND SCHOOLS FOUNDATION | ||||||||
| 4160 86TH STREET SE | MERCER ISLAND | WA | 98040 | N/A | PC | DODGE FAMILY MATCHING PROGRAM | $500 | |
| MISS PORTER'S SCHOOL | ||||||||
| 60 MAIN STREET | FARMINTON | CT | 06032 | N/A | PC | DODGE FAMILY MATCHING PROGRAM | $100 | |
| MUSIC ON THE HILL INC | ||||||||
| PO BOX 510 | GEORGETOWN | CT | 06829 | N/A | PC | DODGE FAMILY MATCHING PROGRAM | $250 | |
| NAMI EL PASO | ||||||||
| 201 EAST MAIN STREET SUITE 600 | EL PASO | TX | 79901 | N/A | PC | DODGE FAMILY MATCHING PROGRAM | $500 | |
| NATURAL RESOURCES COUNCIL OF MAINE | ||||||||
| 3 WADE STREET | AUGUSTA | ME | 04330 | N/A | PC | GENERAL SUPPORT | $250 | |
| NATURAL RESOURCES DEFENSE COUNCIL | ||||||||
| 40 WEST 20TH STREET | NEW YORK | NY | 10011 | N/A | PC | DODGE FAMILY MATCHING PROGRAM | $1,000 | |
| NEAR EAST FOUNDATION | ||||||||
| 110 FAYETTE STREET SUITE 710 | SYRACUSE | NY | 13202 | N/A | PC | DODGE FAMILY MATCHING PROGRAM | $2,500 | |
| NEAR EAST FOUNDATION | ||||||||
| 110 FAYETTE STREET SUITE 710 | SYRACUSE | NY | 13202 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| NEW ENGLAND PUBLIC MEDIA INC | ||||||||
| 44 HAMPDEN STREET | SPRINGFIELD | MA | 01103 | N/A | PC | DODGE FAMILY MATCHING PROGRAM | $500 | |
| NEW HAMPSHIRE LAKES ASSOCIATION | ||||||||
| 17 CHENELL DRIVE SUITE ONE | CONCORD | NH | 03301 | N/A | PC | DODGE FAMILY MATCHING PROGRAM | $50 | |
| NEW YORK BOTANICAL GARDEN | ||||||||
| 2900 SOUTHERN BLVD | BRONX | NY | 10458 | N/A | PC | GENERAL SUPPORT | $25,000 | |
| NEW YORK BOTANICAL GARDEN | ||||||||
| 2900 SOUTHERN BLVD | BRONX | NY | 10458 | N/A | PC | DODGE FAMILY MATCHING PROGRAM | $3,500 | |
| NEW YORK BOTANICAL GARDEN | ||||||||
| 2900 SOUTHERN BLVD | BRONX | NY | 10458 | N/A | PC | GENERAL SUPPORT | $25,000 | |
| NEW YORK CITY MISSION SOCIETY | ||||||||
| 646 MALCOM X BLVD | NEW YORK | NY | 10037 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| NEW YORK PUBLIC LIBRARY | ||||||||
| 445 FIFTH AVENUE 4TH FLOOR | NEW YORK | NY | 10016 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| NICKERSON-ROSSI DANCE | ||||||||
| 611 SOUTH PALM CANYON DRIVE | PALM SPRINGS | CA | 92264 | N/A | PC | DODGE FAMILY MATCHING PROGRAM | $500 | |
| NORFIELD CONGREGATIONAL CHURCH | ||||||||
| 64 NORFIELD ROAD | WESTON | CT | 06883 | N/A | PC | DODGE FAMILY MATCHING PROGRAM | $6,000 | |
| NORTH COUNTRY SCHOOL | ||||||||
| 4382 CASCADE ROAD | LAKE PLACID | NY | 12946 | N/A | PC | DODGE FAMILY MATCHING PROGRAM | $150 | |
| OBERLIN COLLEGE | ||||||||
| 50 WEST LORRAIN STREET | OBERLIN | OH | 44074 | N/A | PC | DODGE FAMILY MATCHING PROGRAM | $900 | |
| ONE VALLEY COMMUNITY FOUNDATION | ||||||||
| 1627 W MAIN ST BOX 404 | BOZEMAN | MT | 59715 | N/A | PC | DODGE FAMILY MATCHING PROGRAM | $500 | |
| ORCHARD FRIENDS SCHOOL | ||||||||
| 405 LINDEN AVENUE | RIVERTON | NJ | 08077 | N/A | PC | DODGE FAMILY MATCHING PROGRAM | $14,000 | |
| OREGON WILDLIFE FOUNDATION | ||||||||
| 901 SE OAK 103 | POERLAND | OR | 97214 | N/A | PC | DODGE FAMILY MATCHING PROGRAM | $550 | |
| PARENT TEACHER ASSOCIATION OF PS41 MANHATTAN | ||||||||
| 116 WEST 11TH STREET ROOM 101 | NEW YORK | NY | 10011 | N/A | PC | DODGE FAMILY MATCHING PROGRAM | $1,250 | |
| PAWS ANIMAL ADOPTION CENTER | ||||||||
| 123 JOHN STREET | CAMDEN | ME | 04843 | N/A | PC | DODGE FAMILY MATCHING PROGRAM | $250 | |
| PINE COBBLE SCHOOL | ||||||||
| 163 GALE ROAD | WILLIAMSTOWN | MA | 02167 | N/A | PC | DODGE FAMILY MATCHING PROGRAM | $700 | |
| PLANNED PARENTHOOD OF GREATER NEW YORK | ||||||||
| 26 BLEEKER STREET | NEW YORK | NY | 100122413 | N/A | PC | YOUTH SEXUAL & REPRODUCTIVE HEALTH EDUCATIONAL PROGRAM | $100,000 | |
| PLANNED PARENTHOOD OF NORTHERN NEW ENGLAND | ||||||||
| 784 HERCULES DRIVE SUITE 110 | COLCHESTER | VT | 05446 | N/A | PC | GENERAL SUPPORT | $300 | |
| PLANNED PARENTHOOD PRESIDENT'S CIRCLE | ||||||||
| 123 WILLIAM STREET 10TH FLOOR | NEW YORK | NY | 10038 | N/A | PC | DODGE FAMILY MATCHING PROGRAM | $500 | |
| POPE MEMORIAL FRONTIER ANIMAL SHELTER INC | ||||||||
| 4473 BARTON-ORLEANS ROAD | ORLEANS | VT | 05855 | N/A | PC | DODGE FAMILY MATCHING PROGRAM | $2,000 | |
| PRESBYTERIAN CHURCH OF CAPE COD | ||||||||
| 2391 IYANNOUGH ROAD PO BOX 836 | WEST BARNSTABLE | MA | 02668 | N/A | PC | DODGE FAMILY MATCHING PROGRAM | $10,000 | |
| PRINCETON UNIVERSITY | ||||||||
| 330 ALEXANDER STREET PO BOX 5357 | PRINCETON | NJ | 085435357 | N/A | PC | DODGE FAMILY MATCHING PROGRAM | $500 | |
| RANGELEY LAKES HERITAGE TRUST INC | ||||||||
| 2424 MAIN STREET | RANGELEY | ME | 04970 | N/A | PC | DODGE FAMILY MATCHING PROGRAM | $50 | |
| READWORKS | ||||||||
| 68 JAY STREET 426 | BROOKLYN | NY | 11201 | N/A | PC | EXPANSION OF FICTION LIBRARY | $75,000 | |
| READWORKS | ||||||||
| 68 JAY STREET 426 | BROOKLYN | NY | 11201 | N/A | PC | EXPANSION OF FICTION LIBRARY | $75,000 | |
| RHODE ISLAND PHILHARMONIC ORCHESTRA MUSIC SCHOOL | ||||||||
| 667 WATERMAN AVENUE | EAST PROVIDENCE | RI | 02914 | N/A | PC | DODGE FAMILY MATCHING PROGRAM | $100 | |
| RIVERDALE NEIGHBORHOOD HOUSE INC | ||||||||
| 5521 MOSHOLU AVENUE | BRONX | NY | 10471 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| RIVERDALE NEIGHBORHOOD HOUSE INC | ||||||||
| 5521 MOSHOLU AVENUE | BRONX | NY | 10471 | N/A | PC | DEVELOPMENT OF DEFERRED MAINTENANCE PLAN | $50,000 | |
| RIVERDALE NEIGHBORHOOD HOUSE INC | ||||||||
| 5521 MOSHOLU AVENUE | BRONX | NY | 10471 | N/A | PC | GENERAL SUPPORT | $3,000 | |
| RIVERDALE PRESBYTERIAN CHURCH | ||||||||
| 4765 HENRY HUDSON PARKWAY | BRONX | NY | 10471 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| RURAL VERMONT | ||||||||
| 46 EAST STATE STREET | MONTPELIER | VT | 05602 | N/A | PC | DODGE FAMILY MATCHING PROGRAM | $200 | |
| SANTA ROSA SYMPHONY ASSOCIATION | ||||||||
| 50 SANTA ROSA AVENUE SUITE 410 | SANTA ROSA | CA | 95404 | N/A | PC | DODGE FAMILY MATCHING PROGRAM | $3,250 | |
| SARAH HEINZ HOUSE ASSOCIATION | ||||||||
| ONE HEINZ STREET | PITTSBURGH | PA | 15212 | N/A | PC | DODGE FAMILY MATCHING PROGRAM | $200 | |
| SAVE THE RIVER INC | ||||||||
| 409 RIVERSIDE DRIVE | CLAYTON | NY | 13624 | N/A | PC | DODGE FAMILY MATCHING PROGRAM | $2,850 | |
| SLOW FOOD VERMONT | ||||||||
| PO BOX 142 | BURLINGTON | VT | 054021237 | N/A | PC | DODGE FAMILY MATCHING PROGRAM | $2,000 | |
| SOLA I CAN FOUNDATION | ||||||||
| 8629 SOUTH VERMONT AVENUE | LOS ANGELES | CA | 90044 | N/A | PC | DODGE FAMILY MATCHING PROGRAM | $350 | |
| SOLOMON WRIGHT PUBLIC LIBRARY | ||||||||
| PO BOX 400 | POWNAL | VT | 05261 | N/A | PC | DODGE FAMILY MATCHING PROGRAM | $5,000 | |
| SONOMA COUNTRY DAY SCHOOL | ||||||||
| 4400 DAY SCHOOL PLACE | SANTA ROSA | CA | 95403 | N/A | PC | DODGE FAMILY MATCHING PROGRAM | $10,500 | |
| SONOMA LAND TRUST | ||||||||
| 822 5TH STREET | SANTA ROSA | CA | 95404 | N/A | PC | DODGE FAMILY MATCHING PROGRAM | $10,000 | |
| SOUL FIRE FARM | ||||||||
| 1972 NY HWY 2 | PETERSBURGH | NY | 12138 | N/A | PC | DODGE FAMILY MATCHING PROGRAM | $350 | |
| SPORTSMEN'S TENNIS & ENRICHMENT CENTER | ||||||||
| 950 BLUE HILL AVENUE | DORCHESTER | MA | 02124 | N/A | PC | DODGE FAMILY MATCHING PROGRAM | $150 | |
| ST CHRISTOPHER'S SCHOOL FOUNDATION | ||||||||
| 711 ST CHRISTOPHERS ROAD | RICHMOND | VA | 23226 | N/A | PC | DODGE FAMILY MATCHING PROGRAM | $150 | |
| ST JAMES CHURCH | ||||||||
| 865 MADISON AVENUE | NEW YORK | NY | 10021 | N/A | PC | DODGE FAMILY MATCHING PROGRAM | $20,000 | |
| ST PAUL'S SCHOOL | ||||||||
| 325 PLEASANT STREET | CONCORD | NH | 03301 | N/A | PC | DODGE FAMILY MATCHING PROGRAM | $375 | |
| SUNSET HILL EDUCATIONAL INSTITUTE | ||||||||
| PO BOX 435 | SOUTH SUTTON | NH | 03273 | N/A | PC | DODGE FAMILY MATCHING PROGRAM | $200 | |
| TEACHERS COLLEGE COLUMBIA UNIVERSITY | ||||||||
| 525 WEST 120TH STREET | NEW YORK | NY | 10027 | N/A | PC | GENERAL SUPPORT | $25,000 | |
| TEACHERS COLLEGE COLUMBIA UNIVERSITY | ||||||||
| 525 WEST 120TH STREET | NEW YORK | NY | 10027 | N/A | PC | ANNUAL FUND | $10,000 | |
| THE BEMENT SCHOOL | ||||||||
| PO BOX 8 | DEERFIELD | MA | 01342 | N/A | PC | DODGE FAMILY MATCHING PROGRAM | $250 | |
| THE BOYS' CLUB OF NEW YORK | ||||||||
| 287 EAST 10TH STREET | NEW YORK | NY | 10009 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| THE CHAPIN SCHOOL | ||||||||
| 100 EAST END AVENUE | NEW YORK | NY | 10028 | N/A | PC | DODGE FAMILY MATCHING PROGRAM | $500 | |
| THE CHESTNUT HILL SCHOOL | ||||||||
| 428 HAMMOND STREET | CHESTNUT HILL | MA | 02467 | N/A | PC | DODGE FAMILY MATCHING PROGRAM | $3,500 | |
| THE ELM PROJECT | ||||||||
| 88 HAMILTON AVENUE | STAMFORD | CT | 06902 | N/A | PC | DODGE FAMILY MATCHING PROGRAM | $4,000 | |
| THE FOOD BANK OF WESTERN MASSACHUSETTS | ||||||||
| 97 N HATFIELD ROAD PO BOX 160 | HATFIELD | MA | 01038 | N/A | PC | DODGE FAMILY MATCHING PROGRAM | $500 | |
| THE FRAGMENT SOCIETY | ||||||||
| 60 DENNY ROAD | CHESTNUT HILL | MA | 02467 | N/A | PC | DODGE FAMILY MATCHING PROGRAM | $1,000 | |
| THE NATURE CONSERVANCY IN MAINE | ||||||||
| 14 MAINE STREET SUITE 401 | BRUNSWICK | ME | 04011 | N/A | PC | DODGE FAMILY MATCHING PROGRAM | $500 | |
| THE OJAI VALLEY LAND CONSERVANCY | ||||||||
| PO BOX 1092 | OJAI | CA | 93024 | N/A | PC | DODGE FAMILY MATCHING PROGRAM | $500 | |
| THE REFORMED CHURCH NURSERY SCHOOL | ||||||||
| 6 KRAFT AVENUE | BRONXVILLE | NY | 10708 | N/A | PC | DODGE FAMILY MATCHING PROGRAM | $250 | |
| THE REFORMED CHURCH OF BRONXVILLE | ||||||||
| 180 PONDFIELD ROAD | BRONXVILLE | NY | 10708 | N/A | PC | DODGE FAMILY MATCHING PROGRAM | $500 | |
| THE WHITE MOUNTAIN SCHOOL | ||||||||
| 371 WEST FARM ROAD | BETHLEHEM | NH | 03574 | N/A | PC | DODGE FAMILY MATCHING PROGRAM | $1,000 | |
| THOUSAND ISLANDS ARTS CENTER | ||||||||
| 314 JOHN STREET | CLAYTON | NY | 13624 | N/A | PC | DODGE FAMILY MATCHING PROGRAM | $250 | |
| THOUSAND ISLANDS LAND TRUST INC | ||||||||
| PO BOX 238 | CLAYTON | NY | 13624 | N/A | PC | DODGE FAMILY MATCHING PROGRAM | $1,100 | |
| TRANSGENDER LAW CENTER | ||||||||
| PO BOX 70976 | OAKLAND | CA | 946120976 | N/A | PC | DODGE FAMILY MATCHING PROGRAM | $430 | |
| TRUSTEES OF PHILLIPS ACADEMY | ||||||||
| 180 MAIN STREET | ANDOVER | MA | 01810 | N/A | PC | DODGE FAMILY MATCHING PROGRAM | $250 | |
| UNION SETTLEMENT ASSOCIATION | ||||||||
| 237 EAST 104TH STREET | NEW YORK | NY | 10029 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| UNITARIAN UNIVERSALIST ASSOCIATION | ||||||||
| 24 FARNSWORTH STREET | BOSTON | MA | 02210 | N/A | PC | DODGE FAMILY MATCHING PLAN | $50 | |
| UNITARIAN UNIVERSALIST SERVICE COMMITTEE INC | ||||||||
| 689 MASSACHUSETTE AVENUE | CAMBRIDGE | MA | 02139 | N/A | PC | DODGE FAMILY MATCHING PLAN | $50 | |
| UNITED WE DREAM NETWORK INC | ||||||||
| 1201 16TH STREET SUITE 714 | WASHINGTON | DC | 20036 | N/A | PC | DODGE FAMILY MATCHING PLAN | $250 | |
| UNIVERSITY OF NEW HAMPSHIRE | ||||||||
| 9 EDGEWOOD ROAD | DURHAM | NH | 03824 | N/A | PC | DODGE FAMILY MATCHING PLAN | $1,000 | |
| UPLAND COUNTRY DAY SCHOOL | ||||||||
| 420 W STREET ROAD | KENNETT SQUARE | PA | 19348 | N/A | PC | DODGE FAMILY MATCHING PLAN | $300 | |
| UPPER VALLEY HAVEN INC | ||||||||
| 713 HARTFORD AVENUE | WHITE RIVER JUNCTION | VT | 05001 | N/A | PC | DODGE FAMILY MATCHING PLAN | $500 | |
| UPSTATE-DOWNSTATE HOUSING ALLIANCE | ||||||||
| PO BOX 170374 | BROOKLYN | NY | 11217 | N/A | PC | DODGE FAMILY MATCHING PLAN | $500 | |
| USO | ||||||||
| PO BOX 96860 | WASHINGTON | DC | 20077 | N/A | PC | DODGE FAMILY MATCHING PLAN | $200 | |
| UVM FOUNDATION | ||||||||
| 411 MAIN STREET | BURLINGTON | VT | 05405 | N/A | PC | DODGE FAMILY MATCHING PLAN | $100 | |
| VERMONT ETV INC | ||||||||
| 10 EAST ALLEN STREET SUITE 202 | WINOOSKI | VT | 05404 | N/A | PC | DODGE FAMILY MATCHING PLAN | $150 | |
| VERMONT FOODBANK | ||||||||
| 33 PARKER ROAD | BARRE | VT | 05641 | N/A | PC | DODGE FAMILY MATCHING PLAN | $300 | |
| VERMONT LAND TRUST | ||||||||
| 8 BAILEY AVENUE | MONTPELIER | VT | 05602 | N/A | PC | DODGE FAMILY MATCHING PLAN | $700 | |
| VIRGINIA TECH FOUNDATION INC | ||||||||
| 902 PRICES FORK ROAD SUITE 4400 | BLACKSBURG | VA | 24061 | N/A | PC | DODGE FAMILY MATCHING PLAN | $125 | |
| W&M FOUNDATION | ||||||||
| PO BOX 1693 | WILLIAMSBURG | VA | 23187 | N/A | PC | DODGE FAMILY MATCHING PLAN | $100 | |
| WAMC PUBLIC RADIO | ||||||||
| 318 CENTRAL AVENUE | ALBANY | NY | 12206 | N/A | PC | DODGE FAMILY MATCHING PLAN | $50 | |
| WASHINGTON NATIONAL CATHEDRAL | ||||||||
| 3101 WISCONSIN AVENUE NW | WASHINGTON | DC | 20016 | N/A | PC | DODGE FAMILY MATCHING PLAN | $1,500 | |
| WAVE HILL INC | ||||||||
| 675 WEST 252ND STREET | BRONX | NY | 10471 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| WAVE HILL INC | ||||||||
| 675 WEST 252ND STREET | BRONX | NY | 10471 | N/A | PC | GENERAL SUPPORT | $10,500 | |
| WAVE HILL INC | ||||||||
| 675 WEST 252ND STREET | BRONX | NY | 10471 | N/A | PC | GENERAL SUPPORT | $3,000 | |
| WAVE HILL INC | ||||||||
| 675 WEST 252ND STREET | BRONX | NY | 10471 | N/A | PC | GENERAL SUPPORT | $25,000 | |
| WE BUILD BLACK | ||||||||
| 68 JAY STREET 201 | BROOKLYN | NY | 11201 | N/A | PC | FAST TRACK PILOT - TECHNOLOGY WORKFORCE TRAINING | $30,000 | |
| WE NEED DIVERSE BOOKS | ||||||||
| 10319 WESTLAKE DRIVE 104 | BETHESDA | MD | 20817 | N/A | PC | DODGE FAMILY MATCHING PLAN | $100 | |
| WELLFLEET CONSERVATION TRUST | ||||||||
| PO BOX 84 | WELLFLEET | MA | 02667 | N/A | PC | DODGE FAMILY MATCHING PLAN | $500 | |
| WELLFLEET HISTORICAL SOCIETY & MUSEUM | ||||||||
| PO BOX 58 266 MAIN STREET | WELLFLEET | MA | 02667 | N/A | PC | GENERAL SUPPORT | $500 | |
| WESTMORELAND EDUCATION FOUNDATION | ||||||||
| 145 PAVILION LANE | YOUNGWOOD | PA | 15697 | N/A | PC | DODGE FAMILY MATCHING PLAN | $500 | |
| WESTON HISTORICAL SOCIETY | ||||||||
| 104 WESTON ROAD | WESTON | CT | 06883 | N/A | PC | DODGE FAMILY MATCHING PLAN | $250 | |
| WESTPORT LAND CONSERVATION TRUST | ||||||||
| 573 ADAMSVILLE ROAD | WESTPORT | MA | 02790 | N/A | PC | DODGE FAMILY MATCHING PLAN | $20,000 | |
| WHEATON COLLEGE | ||||||||
| 26 EAST MAIN STREET | NORTON | MA | 02766 | N/A | PC | DODGE FAMILY MATCHING PLAN | $2,500 | |
| WHITE MOUNTAIN SCHOOL | ||||||||
| 371 WEST FARM ROAD | BETHLEHEM | NH | 03576 | N/A | PC | DODGE FAMILY MATCHING PLAN | $1,000 | |
| WILD GIFT | ||||||||
| PO BOX 1151 | HAILEY | ID | 83333 | N/A | PC | DODGE FAMILY MATCHING PLAN | $13,700 | |
| WILDLIFE CONSERVATION SOCIETY | ||||||||
| 2300 SOUTHERN BLVD | BRONX | NY | 104601099 | N/A | PC | GENERAL SUPPORT | $25,000 | |
| WILDLIFE CONSERVATION SOCIETY | ||||||||
| 2300 SOUTHERN BLVD | BRONX | NY | 104601099 | N/A | PC | GENERAL SUPPORT | $25,000 | |
| WILLIAMS COLLEGE ALUMNI FUND | ||||||||
| 75 PARK STREET | WILLIAMSTOWN | MA | 01267 | N/A | PC | DODGE FAMILY MATCHING PLAN | $1,500 | |
| WIND AND OAR BOAT SCHOOL | ||||||||
| 14808 UPLANDS DRIVE | LAKE OSWEGO | OR | 97034 | N/A | PC | DODGE FAMILY MATCHING PLAN | $500 | |
| WOODLAWN MUSEUM | ||||||||
| PO BOX 1478 19 BLACK HOUSE DRIVE | ELLSWORTH | ME | 04605 | N/A | PC | DODGE FAMILY MATCHING PLAN | $14,436 | |
| WOODS HOLE OCEANOGRAPHIC INSTITUTION | ||||||||
| 266 WOODS HOLE ROAD MS 40 | WOODS HOLE | MA | 02543 | N/A | PC | DODGE FAMILY MATCHING PLAN | $8,000 | |
| WOODS HOLE PUBLIC LIBRARY | ||||||||
| 581 WOODS HOLE ROAD | WOODS HOLE | MA | 02543 | N/A | PC | DODGE FAMILY MATCHING PLAN | $4,000 | |
| WYOMING COMMUNITY FOUNDATION | ||||||||
| 1472 N 5TH STREET SUITE 201 | LARAMIE | WY | 82072 | N/A | PC | DODGE FAMILY MATCHING PLAN | $2,049 | |
| YMCA OF CAPE COD | ||||||||
| 100 INDEPENDENCE DRIVE SUITE 2 | HYANNIS | MA | 02601 | N/A | PC | DODGE FAMILY MATCHING PLAN | $3,000 | |
| YMCA OF GREATER NEW YORK | ||||||||
| 5 WEST 63RD STREET | NEW YORK | NY | 10023 | N/A | PC | GENERAL SUPPORT | $35,000 | |
| YMCA OF GREATER NEW YORK | ||||||||
| 5 WEST 63RD STREET | NEW YORK | NY | 10023 | N/A | PC | GENERAL SUPPORT | $35,000 | |
| YMCA OF GREATER NEW YORK | ||||||||
| 5 WEST 63RD STREET | NEW YORK | NY | 10023 | N/A | PC | BRONX IS UP! CAMPAIGN | $400,000 | |
| YMCA OF GREATER NEW YORK | ||||||||
| 5 WEST 63RD STREET | NEW YORK | NY | 10023 | N/A | PC | GENERAL SUPPORT | $25,000 | |
| YMCA OF GREATER NEW YORK | ||||||||
| 5 WEST 63RD STREET | NEW YORK | NY | 10023 | N/A | PC | DODGE FAMILY MATCHING PLAN | $11,000 | |
| YMCA OF NATRONA COUNTY | ||||||||
| 1611 CASPER MOUNTAIN ROAD | CASPER | WY | 82601 | N/A | PC | DODGE FAMILY MATCHING PLAN | $5,500 | |
| YWCA OF THE CITY OF NEW YORK | ||||||||
| 50 BROADWAY 22ND FLOOR | NEW YORK | NY | 10004 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| YWCA OF THE CITY OF NEW YORK | ||||||||
| 50 BROADWAY 22ND FLOOR | NEW YORK | NY | 10004 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,533,331 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN UNIVERSITY OF BEIRUT | |||||||
| 3 DAG HAMMARSKJOLD PLAZA 8TH FLOOR | NEW YORK | NY | 10017 | N/A | PC | ONE-FOR-ONE MATCHING GRANT DIRECTED TO NORTH AMERICAN ALUMNI GIVING | $1,000,000 |
| BANK STREET COLLEGE OF EDUCATION | |||||||
| 610 WEST 112TH STREET | NEW YORK | NY | 100251120 | N/A | PC | FUNDING OF A WORKFORCE DEVELOPMENT RESEARCH PROJECT FOR PROFESSSIONAL DEVELOPMENT OF TEACHERS FOR THE BIRTH-TO-THREE WORKFORCE. | $250,000 |
| INTERNATIONAL COLLEGE | |||||||
| 305 EAST 47TH STREET 10TH FLOOR | NEW YORK | NY | 10017 | N/A | PC | GENERAL SUPPORT | $125,000 |
| WAVE HILL INC | |||||||
| 675 WEST 252ND STREET | BRONX | NY | 10471 | N/A | PC | REHABILITATION OF THE ECOLOGY EDUCATION BUILDING | $116,667 |
| YMCA OF GREATER NEW YORK | |||||||
| 5 WEST 63RD STREET | NEW YORK | NY | 10023 | N/A | PC | BRONX IS UP! CAMPAIGN | $200,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,691,667 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $321 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $1,186,124 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $52,112 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $6,164,352 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER PARTNERSHIP LOSS | Desc |
| Business | 901101 | BusinessCd |
| Unrelated Business Taxbl Incm | -$26,676 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $26,676 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$26,676 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $7,429,585 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $7,402,909 | 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 (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BOOKEEPING SERVICES | $8,706 | $0 | $8,706 |
| AUDIT AND TAX SERVICES | $28,500 | $0 | $26,250 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (47 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| PROGRESS ENERGY INC - 3.150% 04/01/2022 | $100,178 | $100,178 |
| DUKE ENERGY CAROLINAS 3.350% 05/15/2022 | $100,945 | $100,945 |
| UNION PACIFIC CORP 4.163% 7/15/2022 | $101,033 | $101,033 |
| MARRIOTT INTERNATIONAL 3.250% 09/15/2022 | $101,099 | $101,099 |
| ROPER TECHNOLOGIES INC 3.125% 11/15/2022 | $101,405 | $101,405 |
| MARSH & MCLENNAN COS INC 3.300% 03/14/2023 | $102,542 | $102,542 |
| PPG INDUSTRIES INC 3.200% 03/15/2023 | $102,514 | $102,514 |
| THE SOUTHERN CO 2.950% 07/01/2023 | $102,243 | $102,243 |
| ORACLE CORP 2.400% 09/15/2023 | $101,964 | $101,964 |
| DUPONT 4.205% 11/15/2023 4.205% 11/15/2023 | $105,748 | $105,748 |
| ABBOTT LABORATORIES - 3.400% 11/30/2023 | $104,407 | $104,407 |
| BP CAP MARKETS AMERICA 3.790% 02/06/2024 | $105,442 | $105,442 |
| APPLE INC 3.000% 02/09/2024 | $104,081 | $104,081 |
| CHEVRON CORP 2.895% 03/03/2024 | $103,957 | $103,957 |
| ROCKWELL COLLINS INC 3.200% 03/15/2024 | $103,406 | $103,406 |
| AMPHENOL CORP 3.200% 04/01/2024 | $103,804 | $103,804 |
| MCDONALD`S CORP 3.250% 06/10/2024 | $105,081 | $105,081 |
| ORACLE CORP 3.400% 07/08/2024 | $104,579 | $104,579 |
| THE WALT DISNEY CO 1.750% 08/30/2024 | $101,637 | $101,637 |
| JPMORGAN CHASE & CO 3.875% 09/10/2024 | $106,363 | $106,363 |
| VERIZON COMMUNICATIONS 3.500% 11/01/2024 | $106,119 | $106,119 |
| DOMINION ENERGY GAS 2.500% 11/15/2024 | $103,344 | $103,344 |
| DOMINION ENERGY GAS 3.600% 12/15/2024 | $106,090 | $106,090 |
| MARSH & MCLENNAN COS INC 3.500% 03/10/2025 | $105,926 | $105,926 |
| SPECTRA ENERGY PARTNERS LP 3.500% 03/15/2025 | $105,390 | $105,390 |
| CIGNA CORP 3.250% 04/15/2025 | $105,835 | $105,835 |
| ABBVIE INC 3.600% 05/14/2025 | $106,038 | $106,038 |
| WEC ENERGY GROUP INC 3.550% 06/15/2025 | $135,881 | $135,881 |
| COMCAST CORP 3.375% 08/15/2025 | $106,550 | $106,550 |
| RAYTHEON TECHNOLOGIES CORP 3.950% 08/16/2025 | $108,291 | $108,291 |
| SYSCO CORP 3.750% 10/01/2025 | $107,343 | $107,343 |
| CHARLES SCHWAB CORP/THE 4% PAY FRQNCY QUARTERLY CALL 01DEC30 @ 100 S&P BBB | $2,020 | $2,020 |
| TRUIST FINL CORP 4.800% MAT 31DEC99 4.8% PAY FRQNCY SEMI ANNUAL CALL 01SEP2 | $11,467 | $11,467 |
| PNC FINANCIAL 3.80963% PAY FRQNCY QUARTERLY CALL 01MAY22 @ 100 S&P BBB- MOO | $15,922 | $15,922 |
| WELLS FARGO & CO MAT 31DEC99 1.406% PAY FRQNCY QUARTERLY CALL 15JUN22 @ 25 | $3,554 | $3,554 |
| BANK OF AMER CRP F/R 6.25% PAY FRQNCY SEMI ANNUAL CALL 05SEP24 @ 100 S&P BB | $5,381 | $5,381 |
| BANK OF AMERICA CORP 6.5% PAY FRQNCY SEMI ANNUAL CALL 23OCT24 @ 100 S&P BBB | $5,475 | $5,475 |
| JPMORGAN CHASE & CO 3.93163% PAY FRQNCY QUARTERLY CALL 01FEB22 @ 100 S&P BB | $6,000 | $6,000 |
| CITIGROUP INC 4% PAY FRQNCY QUARTERLY CALL 10DEC25 @ 100 S&P BB+ MOODYS BA1 | $8,060 | $8,060 |
| JPMORGAN CHASE & CO 6.75% PAY FRQNCY SEMI ANNUAL CALL 01FEB24 @ 100 S&P BBB | $8,671 | $8,671 |
| GOLDMAN SACHS GROUP, 5.5% PAY FRQNCY SEMI ANNUAL CALL 10AUG24 @ 100 S&P BB+ | $9,495 | $9,495 |
| U.S. BANCORP PREF 6.50% 1.625% PAY FRQNCY QUARTERLY CALL 15JAN22 @ 25 MOODY | $9,921 | $9,921 |
| MORGAN STANLEY 3.73375% PAY FRQNCY QUARTERLY CALL 18JAN22 @ 100 S&P BB+ MOO | $10,005 | $10,005 |
| CITIGROUP INC 5.95% PAY FRQNCY SEMI ANNUAL CALL 30JAN23 @ 100 S&P BB+ MOODY | $10,300 | $10,300 |
| CITIGROUP INC 5.9% PAY FRQNCY SEMI ANNUAL CALL 15FEB23 @ 100 S&P BB+ MOODYS | $15,450 | $15,450 |
| GOLDMAN SACHS GROUP INC/THE 4.95% PAY FRQNCY SEMI ANNUAL CALL 10FEB25 @ 100 | $18,675 | $18,675 |
| BANK OF AMERICA CORP CONV PFD 72.5% PAY FRQNCY QUARTERLY MOODYS BAA3 CUSIP | $21,697 | $21,697 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (70 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| TEVA PHARMACEUTICAL INDS TICKER TEVA -35000 SHARES | $280,350 | $280,350 |
| AMERICAN EXPRESS CO TICKER AXP- 3000 SHARES | $490,800 | $490,800 |
| HILTON WORLDWIDE HOLDINGS INC TICKER HLT 3500 SHARES | $545,965 | $545,965 |
| ABBOTT LABORATORIES TICKER ABT 4000 SHARES | $562,960 | $562,960 |
| ENTERPRISE PRODUCTS PARTNERS L TICKER EPD 29000 SHARES | $636,840 | $636,840 |
| WABTEC CORP TICKER WAB- 7000 SHARES | $644,770 | $644,770 |
| MASTERCARD INCORPORATED TICKER MA- 1800 SHARES | $646,776 | $646,776 |
| FISERV INC TICKER FISV-7000 SHARES | $726,530 | $726,530 |
| ROPER TECHNOLOGIES INC TICKER ROP-1500 SHARES | $737,790 | $737,790 |
| BLACK KNIGHT INC TICKER BKI- 9000 SHARES | $746,010 | $746,010 |
| SCHWAB CHARLES CORP TICKER SCHW-9000 SHARES | $756,900 | $756,900 |
| CAE INC TICKER CAE -32000 SHARES | $807,680 | $807,680 |
| DISCOVERY INC C TICKER DISCK -37000 SHARES | $847,300 | $847,300 |
| ARTHUR J GALLAGHER & CO TICKER AJG-5000 SHARES | $848,350 | $848,350 |
| ADVANCED DRAINAGE SYSTEMS INC TICKER WMS-6500 SHARES | $884,845 | $884,845 |
| WATERS CORP TICKER WAT-2400 SHARES | $894,240 | $894,240 |
| SHERWIN-WILLIAMS CO/THE TICKER SHW-2700 SHARES | $950,832 | $950,832 |
| JPMORGAN CHASE & CO TICKER JPM -6300 SHARES | $997,605 | $997,605 |
| LUMEN TECHNOLOGIES INC TICKER LUMN-87000 SHARES | $1,091,850 | $1,091,850 |
| LABORATORY CORP OF AMERICA HOL TICKER LH- 4500 SHARES | $1,413,945 | $1,413,945 |
| ENSTAR GROUP LTD ORD TICKER ESGR-6500 SHARES | $1,609,335 | $1,609,335 |
| APOLLO ASSET MANAGEMENT INC-23000 SHARES | $1,665,890 | $1,665,890 |
| CREDIT ACCEPTANCE CORP MICH TICKER CACC -2900 SHARES | $1,994,272 | $1,994,272 |
| MICROSOFT CORP TICKER MSFT-6500 SHARES | $2,186,080 | $2,186,080 |
| BLACKSTONE INC TICKER BX-17000 SHARES | $2,199,630 | $2,199,630 |
| ALPHABET INC CLASS C TICKER GOOG-772 SHARES | $2,233,851 | $2,233,851 |
| ABBOTT LABORATORIES TICKER ABT -6000 SHARES | $844,440 | $844,440 |
| ACCENTURE PLC TICKER ACN -1875 SHARES | $777,281 | $777,281 |
| ALPHABET INC CLASS C TICKER GOOG -307 SHARES | $888,332 | $888,332 |
| AMAZON COM INC TICKER AMZN -285 SHARES | $950,287 | $950,287 |
| AMPHENOL CORP CLASS A TICKER APH -8905 SHARES | $778,831 | $778,831 |
| APPLE INC TICKER AAPL -6450 SHARES | $1,145,327 | $1,145,327 |
| BECTON DICKINSON AND CO TICKER BDX -3100 SHARES | $779,588 | $779,588 |
| CHEVRON CORP TICKER CVX -3300 SHARES | $387,255 | $387,255 |
| CVS HEALTH CORP TICKER CVS -8250 SHARES | $851,070 | $851,070 |
| DOLLAR GENERAL CORP TICKER DG -2840 SHARES | $669,757 | $669,757 |
| ECOLAB INC TICKER ECL -2410 SHARES | $565,362 | $565,362 |
| FORTIVE CORP TICKER FTV -7700 SHARES | $587,433 | $587,433 |
| HOME DEPOT INC TICKER HD -1875 SHARES | $778,144 | $778,144 |
| JOHNSON & JOHNSON TICKER JNJ -4690 SHARES | $802,318 | $802,318 |
| JPMORGAN CHASE & CO TICKER JPM -4900 SHARES | $775,915 | $775,915 |
| MARRIOTT INTERNATIONAL INC/MD TICKER MAR -4600 SHARES | $760,104 | $760,104 |
| MARSH & MCLENNAN COS INC TICKER MMC -4475 SHARES | $777,845 | $777,845 |
| META PLATFORMS INC-CLASS A TICKER FB -2520 SHARES | $847,602 | $847,602 |
| METTLER TOLEDO INTERNATIONAL TICKER MTD -320 SHARES | $543,107 | $543,107 |
| MICROSOFT CORP TICKER MSFT -2525 SHARES | $849,208 | $849,208 |
| NIKE INC CL B TICKER NKE -4750 SHARES | $791,683 | $791,683 |
| OLD DOMINION FREIGHT LINE INC TICKER ODFL -1837 SHARES | $658,344 | $658,344 |
| PAYPAL HOLDINGS INC TICKER PYPL -3900 SHARES | $735,462 | $735,462 |
| PEPSICO INC TICKER PEP -4890 SHARES | $849,442 | $849,442 |
| TEXAS INSTRUMENTS INC TICKER TXN -4150 SHARES | $782,151 | $782,151 |
| TRUIST FINANCIAL CORP TICKER TFC -12715 SHARES | $744,463 | $744,463 |
| VISA INC COM CL A TICKER V -3965 SHARES | $859,255 | $859,255 |
| VMWARE INC TICKER VMW -3830 SHARES | $443,820 | $443,820 |
| WALT DISNEY CO TICKER DIS -3400 SHARES | $516,898 | $516,898 |
| INTEL CORP TICKER INTC -845 SHARES | $43,517 | $43,517 |
| WALT DISNEY CO TICKER DIS -295 SHARES | $45,693 | $45,693 |
| UNION PACIFIC CORP TICKER UNP -200 SHARES | $50,386 | $50,386 |
| TJX COMPANIES INC NEW TICKER TJX -685 SHARES | $52,005 | $52,005 |
| JPMORGAN CHASE & CO TICKER JPM -330 SHARES | $52,255 | $52,255 |
| MICROSOFT CORP TICKER MSFT -195 SHARES | $65,582 | $65,582 |
| ACCENTURE PLC TICKER ACN -170 SHARES | $70,474 | $70,474 |
| AMGEN INC TICKER AMGN -150 SHARES | $33,746 | $33,746 |
| APPLE INC TICKER AAPL -375 SHARES | $66,589 | $66,589 |
| ADIDAS AG TICKER ADDDF -125 SHARES | $36,006 | $36,006 |
| LOREAL TICKER LRLCF -100 SHARES | $47,416 | $47,416 |
| LVMH MOET HENNESSY EUR0.30 TICKER LVMHF -60 SHARES | $49,762 | $49,762 |
| ROCHE HLDGS AG BASEL TICKER RHHVF -75 SHARES | $30,464 | $30,464 |
| NESTLE S A SPONSORED ADR TICKER NSRGY -330 SHARES | $46,156 | $46,156 |
| TOYOTA MOTOR CORP ADR NEW TICKER TM -260 SHARES | $48,178 | $48,178 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $8,842,250 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $8,842,250 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (35 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| VANGUARD FTSE ALL WORLD EX US TICKER VFWAX -4721.852 SHARES | FMV | $180,044 | $180,044 |
| MATTHEWS INTL FDS JAPAN FD CL TICKER MJFOX -11895.114 SHARES | FMV | $262,763 | $262,763 |
| BAILLIE GIFFORD INTL CONCNTR GR TICKER BTLSX -37234.513 SHARES | FMV | $364,154 | $364,154 |
| ARIEL INTERNATIONAL INSTITUTIONAL TICKER AINIX -26437.022 SHARES | FMV | $383,072 | $383,072 |
| MATTHEWS ASIA DIVIDEND TICKER MIPIX -22776.377 SHARES | FMV | $431,385 | $431,385 |
| WCM FOCUSED INTERNATIONAL TICKER WCMIX -27922.807 SHARES | FMV | $772,275 | $772,275 |
| LORD ABBETT SHORT DURATION INCOME FUND .106% CUSIP 543916688 | FMV | $172,670 | $172,670 |
| VANGUARD BD INDEX FD INC .282% CUSIP 921937603 | FMV | $173,047 | $173,047 |
| MASS INVESTORS GROWTH STOCK FUND-I 14,389 SHARES | FMV | $637,724 | $637,724 |
| OCA BREDS III TE LLC | FMV | $40,391 | $40,391 |
| OCA CMTG LLC | FMV | $303,249 | $303,249 |
| OCA LMMI IV SEGREGATED PORTFOLIO | FMV | $66,362 | $66,362 |
| OCA OHA CREDIT FUND SEGREAGATED PORTFOLIO | FMV | $312,812 | $312,812 |
| OCA SILVER LAKE V TE LLC | FMV | $91,456 | $91,456 |
| OCA SSA SEGREAGTED PORTFOLIO | FMV | $191,594 | $191,594 |
| SCGE OFFSHORE FUND LP | FMV | $375,698 | $375,698 |
| THE ALPHAGEN EUROPEAN BEST IDEAS FUND, LLC | FMV | $629,637 | $629,637 |
| OCA BREDS IV TE LLC | FMV | $118,443 | $118,443 |
| OCA VENBIO III SEGREGATED PORTFOLIO | FMV | $90,242 | $90,242 |
| AKO EUROPEAN LONG ONLY FUND | FMV | $658,331 | $658,331 |
| DAVIDSON KEMPNER LT DISTRESSED OPP INTL V LP | FMV | $213,560 | $213,560 |
| SILVER LAKE VI TE LLC | FMV | $68,206 | $68,206 |
| OCA TF SEGREGATED PORTFOLIO | FMV | $164,627 | $164,627 |
| OCA CHP SEGREGATED PORTFOLIO | FMV | $154,236 | $154,236 |
| OCA CROSSHARBOR 2021 TE LLC | FMV | $6,154 | $6,154 |
| OCA VHF SEGREGATED PORTFOLIO | FMV | $237,424 | $237,424 |
| BLACKSTONE REAL ESTATE INCOME TRUST (BREIT) | FMV | $272,850 | $272,850 |
| OCA FCC III LLC | FMV | $117,667 | $117,667 |
| OCA FCC IV LLC | FMV | $6,639 | $6,639 |
| OCA PENOPPS PV I SEGREGATED PORTFOLIO | FMV | $24,880 | $24,880 |
| OCA TA XIV LLC | FMV | $32,894 | $32,894 |
| OCA THOMA BRAVO FUND XIV TE LLC | FMV | $89,066 | $89,066 |
| OCA TBP VII LLC | FMV | $81,117 | $81,117 |
| OCA VENBIO IV SEGREGATED PORTFOLIO | FMV | $3,332 | $3,332 |
| OCA VOF LLC | FMV | $18,157 | $18,157 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $6,764 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6,764 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ARTWORK | $537,000 | $537,000 | $537,000 |
| SECURITY DEPOSIT | $28,926 | $28,926 | $28,926 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $22,780 | $0 | $22,780 |
| TECHNOLOGY EXPENSES | $2,849 | $0 | $2,849 |
| OFFICE EXPENSES | $5,411 | $0 | $5,411 |
| COMPUTER SOFTWARE AND SUBSCRIPTIONS | $10,114 | $0 | $10,114 |
| FILING FEES | $1,500 | $0 | $1,500 |
| OTHER PARTNERSHIP EXPENSES | $0 | $15,102 | $0 |
| WEBSITE EXPENSES | $7,375 | $0 | $7,375 |
| MEMBERSHIP DUES | $14,100 | $0 | $14,100 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| PARTNERSHIP INCOME | $50,850 | $90,826 | $50,850 |
| OTHER INVESTMENT INCOME | $1,262 | $1,262 | $1,262 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $8,469,547 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADVISORY FEES | $417,911 | $417,911 | $0 |
| CUSTODIAL FEES | $38,025 | $38,025 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $2,211 | $5,483 | $0 |
| FEDERAL EXCISE | $92,000 | $0 | $0 |
| STATE TAXES | $250 | $0 | $250 |