BUCKS CREEK FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- BUCKS CREEK FOUNDATION (EIN 20-7131734)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-09-04
- IRS object ID
- 202542479349101084
- Schema version
- 2024v5.2
- 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
- Schedule B
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-09-04T15:40:21-05:00 | 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 | 207131734 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Bucks Creek Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | BUCK | 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 | Kathleen LaCroix | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2025-08-25 | 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 | $5,833,866 | 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 | $700,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $13,073 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $13,073 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $113,067 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $113,067 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $253,888 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $253,888 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $253,888 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,080,028 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $380,028 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Taxes Rev And Expnss | $400 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $33,696 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $33,696 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $34,096 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $33,696 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $691,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $691,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $725,096 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $724,696 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $354,932 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $380,028 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $388,602 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $376,579 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $376,579 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $4,371,650 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,738,605 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,457,287 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $4,760,252 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,115,184 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,833,866 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $4,760,252 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,115,184 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,760,252 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,115,184 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,760,252 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,115,184 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,760,252 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $354,932 | ExcessRevenueOverExpensesAmt |
| Subtotal | $5,115,184 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $5,115,184 | 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 | $253,888 | GrossSalesPriceAmt |
| Cost Or Other Basis | $0 | CostOrOtherBasisAmt |
| Gain Or Loss | $253,888 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $253,888 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $253,888 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,282 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $5,282 | SubtotalAmt |
| Tax Based On Investment Income | $5,282 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,156 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $4,200 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $5,356 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $74 | OverpaymentAmt |
| Applied To ES Tax | $74 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CT | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | 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 (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Caitlin E LaCroix | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee, Managing Dir | 1.0 | $0 | $0 | $0 |
| Christopher LaCroix | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee | 1.0 | $0 | $0 | $0 |
| Kathleen LaCroix | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee | 1.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,408,464 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $330,234 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,738,698 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,738,698 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $86,080 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,652,618 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $282,631 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $282,631 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,282 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,282 | TotalTaxAmt |
| Distributable Before Adj | $277,349 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $277,349 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $277,349 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $724,696 | 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 | $724,696 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $277,349 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $1,562,321 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $2,806,777 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $648,008 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,018,291 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $687,542 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $6,722,939 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $724,696 | QualifyingDistributionsAmt |
| Applied To Current Year | $277,349 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $447,347 | RemainingDistriFromCorpusAmt |
| Total Corpus | $7,170,286 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $1,562,321 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $5,607,965 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,806,777 | ExcessFromYear4Amt |
| Excess From Year3 | $648,008 | ExcessFromYear3Amt |
| Excess From Year2 | $1,018,291 | ExcessFromYear2Amt |
| Excess From Year1 | $687,542 | ExcessFromYear1Amt |
| Excess From Current Year | $447,347 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Christopher LaCroix | ContributingManagerNm |
| Contributing Manager | Kathleen LaCroix | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (65 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN CIVIL LIBERTIES UNION FOUNDATION INC | |||||||
| 125 BROAD ST 18TH FLOOR | NEW YORK | NY | 10004 | N/A | PC | General & Unrestricted | $2,500 |
| AMERICAN KIDNEY FUND INC | |||||||
| 11921 ROCKVILLE PIKE STE 300 | ROCKVILLE | MD | 20852 | N/A | PC | The David Atkins Fund | $1,000 |
| AMERICARES FOUNDATION INC | |||||||
| 88 HAMILTON AVE | STAMFORD | CT | 06902 | N/A | PC | General & Unrestricted | $5,000 |
| BIG BROTHERS BIG SISTERS OF CENTRAL MASS METROWEST | |||||||
| 18 CHESTNUT ST | WORCESTER | MA | 01608 | N/A | PC | John's Brothers: Celebrating 25 Years with Holy Cross | $5,000 |
| BOSTON COLLEGE TRUSTEES | |||||||
| 140 COMMONWEALTH AVE | CHESTNUT HILL | MA | 02467 | N/A | PC | The Richard W. '52 and Marilyn McLaughlin Scholars Hip Fund | $2,000 |
| BOYS & GIRLS CLUBS FOUNDATION OF INDIAN RIVER COUN | |||||||
| 1729 17TH AVE | VERO BEACH | FL | 32960 | N/A | SO I | General & Unrestricted | $25,000 |
| BUCKNELL UNIVERSITY | |||||||
| 301 MARKET ST STE 2 | LEWISBURG | PA | 17837 | N/A | PC | Dean of Students Fund | $40,000 |
| BUCKNELL UNIVERSITY | |||||||
| 301 MARKET ST STE 2 | LEWISBURG | PA | 17837 | N/A | PC | Women's Lacrosse | $5,000 |
| BUCKNELL UNIVERSITY | |||||||
| 301 MARKET ST STE 2 | LEWISBURG | PA | 17837 | N/A | PC | Film & Media Studies Department to support trips to film festivals and bringing relevant speakers to campus | $5,000 |
| BUCKNELL UNIVERSITY | |||||||
| 301 MARKET ST STE 2 | LEWISBURG | PA | 17837 | N/A | PC | Bridget LaCroix Lecky '09 Scholarship | $15,000 |
| BUCKNELL UNIVERSITY | |||||||
| 301 MARKET ST STE 2 | LEWISBURG | PA | 17837 | N/A | PC | Caitlin Koles LaCroix ('11) and Kathryn Schatz Koles ('77) Annual Scholarship Fund | $10,000 |
| BUILDERS BEYOND BORDERS | |||||||
| 66 FORT POINT ST | NORWALK | CT | 06855 | N/A | PC | General & Unrestricted | $1,000 |
| CAROLINE HOUSE INC | |||||||
| 574 STILLMAN ST | BRIDGEPORT | CT | 06608 | N/A | PC | General & Unrestricted | $2,500 |
| CITYLAX INC | |||||||
| 65 W 89TH ST | NEW YORK | NY | 10024 | N/A | PC | General & Unrestricted | $5,000 |
| COMMUNITY SOLUTIONS INC | |||||||
| PO BOX 3524 CHURCH ST STA | NEW YORK | NY | 10008 | N/A | PC | United for Brownsville | $75,000 |
| DANA FARBER CANCER INSTITUTE INC | |||||||
| PO BOX 849168 | BOSTON | MA | 02284 | N/A | PC | CRUS11TOUR - Pan Mass Challenge | $1,500 |
| DARIEN COMMUNITY YOUNG MENS CHRISTIAN ASSOCIATION | |||||||
| 2420 POST RD | DARIEN | CT | 06820 | N/A | PC | Holly Pond School | $1,000 |
| DARIEN COMMUNITY YOUNG MENS CHRISTIAN ASSOCIATION | |||||||
| 2420 POST RD | DARIEN | CT | 06820 | N/A | PC | General & Unrestricted | $1,000 |
| EDUCATION AND HOPE | |||||||
| 105 5 MILE RIVER RD | DARIEN | CT | 06820 | N/A | PC | General & Unrestricted | $1,000 |
| ENVIRONMENTAL LAW ALLIANCE WORLDWIDE | |||||||
| 1412 PEARL ST | EUGENE | OR | 97401 | N/A | PC | Territorios Diversos Para la Vida | $40,000 |
| ENVIRONMENTAL LEARNING CENTER INC | |||||||
| 255 LIVE OAK DR | VERO BEACH | FL | 32963 | N/A | PC | General & Unrestricted | $1,000 |
| EVERYTOWN FOR GUN SAFETY SUPPORT FUND INC | |||||||
| PO BOX 3886 | NEW YORK | NY | 10163 | N/A | PC | General & Unrestricted | $5,000 |
| FAMILY & CHILDRENS AGENCY INC | |||||||
| 9 MOTT AVE 4 FL | NORWALK | CT | 06850 | N/A | PC | General & Unrestricted | $4,500 |
| FAMILY & CHILDRENS AGENCY INC | |||||||
| 9 MOTT AVE 4 FL | NORWALK | CT | 06850 | N/A | PC | Golf Tournament Fund | $2,500 |
| FDNY HISPANIC SOCIETY INC | |||||||
| 275 SPOUT BROOK RD | CORTLANDT MANOR | NY | 10567 | N/A | PC | General & Unrestricted | $5,000 |
| FDNY PHOENIX SOCIETY INC | |||||||
| PO BOX 20442 | BROOKLYN | NY | 11202 | N/A | PC | General & Unrestricted | $5,000 |
| HABITAT FOR HUMANITY INTERNATIONAL INC | |||||||
| 411 MAIN ST STE 6 | YARMOUTHPORT | MA | 02675 | N/A | PC | General & Unrestricted | $1,000 |
| INDIAN RIVER COUNTY HFH | |||||||
| 4580 N US HWY 1 | VERO BEACH | FL | 32967 | N/A | PC | General & Unrestricted | $15,000 |
| INDIAN RIVER LAND TRUST INC | |||||||
| 3150 CARDINAL DR STE 201 | VERO BEACH | FL | 32963 | N/A | PC | General & Unrestricted | $1,000 |
| ITHACA COLLEGE | |||||||
| 953 DANBY RD | ITHACA | NY | 14850 | N/A | PC | Dr. Mulugetta Endowed Scholarship Fund | $10,000 |
| J Husain | |||||||
| 115-16 107th Avenue | Richmond Hill | NY | 11419 | NONE | I | Hardship Assistance Grant | $5,000 |
| JACOBIN FOUNDATION LTD | |||||||
| 388 ATLANTIC AVE | BROOKLYN | NY | 11217 | N/A | PC | General & Unrestricted | $5,000 |
| JANE DOE NO MORE INCORPORATED | |||||||
| 203 CHURCH ST REAR | NAUGATUCK | CT | 06770 | N/A | PC | General & Unrestricted | $20,000 |
| LAND TRUST OF DARIEN INC | |||||||
| PO BOX 1074 | DARIEN | CT | 06820 | N/A | PC | General & Unrestricted | $1,500 |
| LOWER CAPE OUTREACH COUNCIL INC | |||||||
| PO BOX 2013 | ORLEANS | MA | 02653 | N/A | PC | General & Unrestricted | $10,000 |
| MERCY LEARNING CENTER OF BRIDGEPORT INCORPORATED | |||||||
| 637 PARK AVE | BRIDGEPORT | CT | 06604 | N/A | PC | General & Unrestricted | $5,000 |
| MONOMY COMUNITY SERVICES | |||||||
| 166 DEPOT RD | CHATHAM | MA | 02633 | N/A | PC | General & Unrestricted | $1,000 |
| NATIONAL PSORIASIS FOUNDATION | |||||||
| 1800 DIAGONAL RD 360 | ALEXANDRIA | VA | 22314 | N/A | PC | General & Unrestricted | $50,000 |
| NORWALK HOUSING FOUNDATION INC | |||||||
| PO BOX 508 | NORWALK | CT | 06856 | N/A | PC | General & Unrestricted | $25,000 |
| PINGRY CORPORATION | |||||||
| 131 MARTINSVILLE RD | BASKING RIDGE | NJ | 07920 | N/A | PC | General & Unrestricted | $2,000 |
| PLANNED PARENTHOOD FEDERATION OF AMERICA INC | |||||||
| PO BOX 97166 | WASHINGTON | DC | 20090 | N/A | PC | General & Unrestricted | $5,000 |
| SHEPHERDS INC | |||||||
| 1172 POST RD | FAIRFIELD | CT | 06824 | N/A | PC | General & Unrestricted | $25,000 |
| SOUTHERN POVERTY LAW CENTER INC | |||||||
| 400 WASHINGTON AVE | MONTGOMERY | AL | 36104 | N/A | PC | General & Unrestricted | $5,000 |
| ST THOMAS THE APOSTLE ROMAN CATHOLIC CHURCH CORPOR | |||||||
| 203 E AVE | NORWALK | CT | 06855 | N/A | PC | Challenge Fund | $60,000 |
| ST THOMAS THE APOSTLE ROMAN CATHOLIC CHURCH CORPOR | |||||||
| 203 E AVE | NORWALK | CT | 06855 | N/A | PC | General & Unrestricted | $20,000 |
| STEPPING STONES MUSEUM FOR CHILDREN INC | |||||||
| 303 W AVE | NORWALK | CT | 06850 | N/A | PC | General & Unrestricted | $3,000 |
| THE CARVER INC | |||||||
| 7 ACADEMY ST | NORWALK | CT | 06850 | N/A | PC | Summer Middle School Program | $50,000 |
| THE CENTER FOR INVESTIGATIVE REPORTING INC | |||||||
| PO BOX 8307 | EMERYVILLE | CA | 94662 | N/A | PC | General & Unrestricted | $5,000 |
| THE DARIEN FOUNDATION INC | |||||||
| PO BOX 1714 | DARIEN | CT | 06820 | N/A | PC | General & Unrestricted | $1,500 |
| THE HOPE FOR FAMILIES CENTER INC | |||||||
| 720 4TH ST | VERO BEACH | FL | 32962 | N/A | PC | General & Unrestricted | $5,000 |
| THE TREVOR PROJECT INC | |||||||
| PO BOX 69232 | WEST HOLLYWOOD | CA | 90069 | N/A | PC | General & Unrestricted | $5,000 |
| THOMAS R ELSASSER MEMORIAL SCHOLARSHIP FUND INC | |||||||
| 204 EAST 23RD ST | NEW YORK | NY | 10010 | N/A | PC | General & Unrestricted | $5,000 |
| TRUSTEES OF THE COLLEGE OF THE HOLY CROSS | |||||||
| 1 COLLEGE ST | WORCESTER | MA | 01610 | N/A | PC | Men's Lacrosse | $5,000 |
| UFA WIDOWS & CHILDRENS FUND | |||||||
| 204 EAST 23RD ST | NEW YORK | NY | 10010 | N/A | PC | General & Unrestricted | $5,000 |
| UNITED WAY OF CAPE COD | |||||||
| 396 MAIN ST STE 12 | HYANNIS | MA | 02601 | N/A | PC | General & Unrestricted | $20,000 |
| UNITED WAY OF INDIAN RIVER COUNTY INC | |||||||
| PO BOX 1960 | VERO BEACH | FL | 32961 | N/A | PC | General & Unrestricted | $10,000 |
| UNIVERSITY OF RICHMOND | |||||||
| 110 UR DR | RICHMOND | VA | 23173 | N/A | PC | Michael Ice Scholarship Fund | $12,500 |
| UNIVERSITY OF RICHMOND | |||||||
| 110 UR DR | RICHMOND | VA | 23173 | N/A | PC | Robins School of Business | $5,000 |
| UNIVERSITY OF RICHMOND | |||||||
| 110 UR DR | RICHMOND | VA | 23173 | N/A | PC | Men's Varsity Lacrosse Team | $5,000 |
| VALERIE FUND | |||||||
| 2101 MILLBURN AVE | MAPLEWOOD | NJ | 07040 | N/A | PC | General & Unrestricted | $1,500 |
| VERO BEACH MUSEUM OF ART INC | |||||||
| 3001 RIVERSIDE PARK DR | VERO BEACH | FL | 32963 | N/A | PC | General & Unrestricted | $1,000 |
| VISITING NURSE ASSOCIATION & HOSPICE FOUNDATION IN | |||||||
| 920 37TH PL 101 | VERO BEACH | FL | 32960 | N/A | SO I | General & Unrestricted | $5,000 |
| WE CAN CORPORATION | |||||||
| 783 RTE 28 | HARWICH PORT | MA | 02646 | N/A | PC | General & Unrestricted | $3,500 |
| WOODLANDS GIRLS LACROSSE ASSOCIATION | |||||||
| 31 E ARTIST GROVE CIR | SPRING | TX | 77382 | N/A | PC | General & Unrestricted | $5,000 |
| WOODLANDS MENS LACROSSE CLUB INC | |||||||
| 1100 W 23RD ST STE 234 | HOUSTON | TX | 77008 | N/A | PC | General & Unrestricted | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $691,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $13,073 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $113,067 | 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 | $253,888 | 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 | $380,028 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $380,028 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | LaCroix Kathleen | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 151 Anchor Drive | AddressLine1Txt |
| City | Vero Beach | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32963 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $700,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (12 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VANGUARD EMERGING MARKETS STOC | $367,894 | $427,263 |
| VANGUARD ENERGY FD ADMIRAL SHS | $448,851 | $398,116 |
| VANGUARD EXPLORER FD ADMIRAL S | $570,113 | $677,351 |
| VANGUARD HEALTH CARE FD ADMIRA | $515,124 | $513,826 |
| VANGUARD HORIZON FUND, VANGUAR | $565,424 | $780,694 |
| VANGUARD INFLATION-PROTECTED S | $249,935 | $213,702 |
| VANGUARD INTERNATIONAL EXPLORE | $412,042 | $388,479 |
| VANGUARD PRECIOUS METALS AND M | $69,546 | $122,579 |
| VANGUARD PRIMECAP FD ADMIRAL | $357,693 | $515,062 |
| VANGUARD REIT INDEX FD ADMIRAL | $270,637 | $308,995 |
| VANGUARD TOTAL INT ST IDX-AD | $331,637 | $395,838 |
| VANGUARD WINDSOR II FD ADMIRAL | $579,709 | $715,382 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Administrative Fees | Desc |
| Revenue And Expenses Per Books | $33,696 | RevenueAndExpensesPerBooksAmt |
| Disbursements Charitable Prps | $33,696 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 990-PF Estimated Tax for 2024 | CategoryTxt |
| Amt | $400 | Amt |