ROBYDODD FAMILY CHARITABLE FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- ROBYDODD FAMILY CHARITABLE FOUNDATION (EIN 82-3237505)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-10-09
- IRS object ID
- 202502829349101260
- 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
- Depreciation Schedule
- Expenditure Responsibility Stmt
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Notes Loans Rcvbl Long Sch
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-10-09T16:06:52-05:00 | 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 | 823237505 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RobyDodd Family Charitable Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | ROBY | 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 | Anne Roby | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2025-10-07 | 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 | $1,889,975 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $317 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $317 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $24,509 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $24,509 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $151,990 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $473,880 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $236,262 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $31,495 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $31,495 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $208,311 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $292,583 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $7,087 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $7,087 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $6,500 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $14,965 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $729 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $14,236 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $28,552 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,816 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $14,236 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $411,950 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $381,950 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $440,502 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,816 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $396,186 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$232,191 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $284,767 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $64,168 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $24,249 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $24,249 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $350,000 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl BOY | $350,000 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $350,000 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $350,000 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $1,165,230 | CorporateStockBOYAmt |
| Corporate Stock EOY | $969,313 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,465,880 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $44,387 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $48,032 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $49,846 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,623,785 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,391,594 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,889,975 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $1,623,785 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,391,594 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,623,785 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,391,594 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,623,785 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,391,594 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,623,785 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$232,191 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,391,594 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,391,594 | 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 | $473,880 | GrossSalesPriceAmt |
| Cost Or Other Basis | $237,618 | CostOrOtherBasisAmt |
| Gain Or Loss | $236,262 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $236,262 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $236,262 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,958 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,958 | SubtotalAmt |
| Tax Based On Investment Income | $3,958 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,774 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $300 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $4,074 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $116 | OverpaymentAmt |
| Applied To ES Tax | $116 | 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 | Yes (true) | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (true) | MaintainedExpenditureRspnsInd |
| 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| Gabriella R Dodd | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Treas | 1.0 | $0 | $0 | $0 |
| Georgia G Dodd | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Lawrence R Dodd | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Leah R Dodd | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Sec | 1.0 | $0 | $0 | $0 |
| Anne K Roby | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Pres, Dir | 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 | $1,582,010 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $45,938 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $399,846 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,027,794 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,027,794 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $30,417 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,997,377 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $99,869 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $99,869 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,958 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,958 | TotalTaxAmt |
| Distributable Before Adj | $95,911 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $95,911 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $95,911 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $396,186 | 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 | $396,186 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $95,911 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $46,681 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $110,818 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $179,781 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $82,533 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $236,880 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $656,693 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $396,186 | QualifyingDistributionsAmt |
| Applied To Current Year | $95,911 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $300,275 | RemainingDistriFromCorpusAmt |
| Total Corpus | $956,968 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $46,681 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $910,287 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $110,818 | ExcessFromYear4Amt |
| Excess From Year3 | $179,781 | ExcessFromYear3Amt |
| Excess From Year2 | $82,533 | ExcessFromYear2Amt |
| Excess From Year1 | $236,880 | ExcessFromYear1Amt |
| Excess From Current Year | $300,275 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Anne K Roby | ContributingManagerNm |
| Contributing Manager | Lawrence R Dodd | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (32 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| A BETTER CHANCE IN RIDGEFIELD INC | |||||||
| 32 FAIRVIEW AVE | RIDGEFIELD | CT | 06877 | N/A | PC | General & Unrestricted | $5,000 |
| ACT OF CONNECTICUT INC | |||||||
| 36 OLD QUARRY RD | RIDGEFIELD | CT | 06877 | N/A | PC | General & Unrestricted | $10,000 |
| CAGV-EDUCATION FUND INC | |||||||
| PO BOX 123 | RIDGEFIELD | CT | 06877 | N/A | PC | General & Unrestricted | $5,000 |
| DANBURY HOSPITAL & NEW MILFORD HOSPITAL FOUNDATION | |||||||
| 24 HOSPITAL AVE | DANBURY | CT | 06810 | N/A | PC | General & Unrestricted | $5,000 |
| FAMILY JUSTICE CENTER OF ERIE COUNTY INC | |||||||
| 438 MAIN ST STE 201 | BUFFALO | NY | 14202 | N/A | PC | General & Unrestricted | $5,000 |
| FINE ARTS RADIO INC | |||||||
| PO BOX 920 | MONROE | CT | 06468 | N/A | PC | General & Unrestricted | $100 |
| FIRST CONGREGATIONAL CHURCH OF RIDGEFIELD CONNECT | |||||||
| 103 MAIN ST | RIDGEFIELD | CT | 06877 | N/A | PC | Laundry Love | $3,000 |
| HIM FOR HER INC | |||||||
| 1889 HARRISON ST UNIT 741 | OAKLAND | CA | 94612 | N/A | PC | General & Unrestricted | $2,500 |
| HUMAN RIGHTS CAMPAIGN FOUNDATION | |||||||
| 1640 RHODE ISLAND AVE NW | WASHINGTON | DC | 20036 | N/A | PC | Charitable Event | $50,000 |
| MICHAEL J FOX FOUNDATION FOR PARKINSONS RESEARCH | |||||||
| GRAND CENTRAL STA PO BOX 4777 | NEW YORK | NY | 10163 | N/A | PC | Supporting research for developing a novel platform for patient selection and disease tracking using super-resolution microscopy and AI | $34,000 |
| MIRIAMS KITCHEN | |||||||
| 2401 VIRGINIA AVE NW | WASHINGTON | DC | 20037 | N/A | PC | General & Unrestricted | $2,500 |
| NATIONAL ACADEMY OF ENGINEERING FUND | |||||||
| 2101 CONSTITUTION AVE NW NAS 3 | WASHINGTON | DC | 20418 | N/A | SO I | NAEF Beckman Center Operations Endowment Fund | $20,000 |
| NORTH SALEM OPEN LAND FOUNDATION INC | |||||||
| PO BOX 176 | NORTH SALEM | NY | 10560 | N/A | PC | Charitable Event | $7,500 |
| NORTHERN DUTCHESS HOSPITAL | |||||||
| 6511 SPRING BROOK AVE | RHINEBECK | NY | 12572 | N/A | PC | Kayla Wilson Breast Cancer Survivorship Fund | $10,000 |
| NORWALK HOSPITAL FOUNDATION INC | |||||||
| 34 MAPLE ST | NORWALK | CT | 06856 | N/A | PC | Charitable Event | $10,000 |
| NUVANCE HEALTH | |||||||
| 45 READE PL | POUGHKEEPSIE | NY | 12601 | N/A | SO III FI | Health, Equity, Diversity and Inclusion Program | $25,000 |
| PLANNED PARENTHOOD GULF COAST INC | |||||||
| 4600 GULF FWY | HOUSTON | TX | 77023 | N/A | PC | General & Unrestricted | $2,500 |
| PROSPECTS OPPORTUNITY AND ENRICHMENT INC | |||||||
| 25 PROSPECT ST | RIDGEFIELD | CT | 06877 | N/A | PC | General & Unrestricted | $5,000 |
| RIDGEFIELD OPERATION FOR ANIMAL | |||||||
| 45 S ST | RIDGEFIELD | CT | 06877 | N/A | PC | General & Unrestricted | $5,000 |
| ROSWELL PARK ALLIANCE FOUNDATION | |||||||
| ELM AND CARLTON ST | BUFFALO | NY | 14263 | N/A | PC | Charitable Event | $28,000 |
| SAMUEL READY SCHOLARSHIPS INC | |||||||
| PO BOX 202 | RIDERWOOD | MD | 21139 | N/A | SO III NFI | Expenditure Responsibility Grant | $30,000 |
| STEPHEN SILLER TUNNEL TO TOWERS FOUNDATION | |||||||
| 2361 HYLAN BLVD | STATEN ISLAND | NY | 10306 | N/A | PC | For support of Houston Veteran's Housing | $5,000 |
| THE CENTER FOR EMPOWERMENT AND EDUCATION INC | |||||||
| DANBURY INC 2 WEST ST | DANBURY | CT | 06810 | N/A | PC | General & Unrestricted | $15,000 |
| THE CHILD AND FAMILY GUIDANCE CENTER INC | |||||||
| 180 FAIRFIELD AVE | BRIDGEPORT | CT | 06604 | N/A | PC | General & Unrestricted | $5,000 |
| THE NEW AMERICAN DREAM FOUNDATION INC | |||||||
| 57 N ST | DANBURY | CT | 06810 | N/A | PC | Charitable Event | $7,500 |
| THE NEW AMERICAN DREAM FOUNDATION INC | |||||||
| 57 N ST | DANBURY | CT | 06810 | N/A | PC | Emergency Fund | $20,000 |
| VASSAR BROTHERS MEDICAL CENTER | |||||||
| 45 READE PL | POUGHKEEPSIE | NY | 12601 | N/A | PC | General & Unrestricted | $2,500 |
| VILLANOVA UNIVERSITY | |||||||
| 800 E LANCASTER AVE | VILLANOVA | PA | 19085 | N/A | PC | Charitable Event | $5,000 |
| VILLANOVA UNIVERSITY | |||||||
| 800 E LANCASTER AVE | VILLANOVA | PA | 19085 | N/A | PC | CEER Project | $50,000 |
| WOMENS BUSINESS DEVELOPMENT COUNCIL INC | |||||||
| 184 BEDFORD ST SUITE 201 | STAMFORD | CT | 06901 | N/A | PC | Charitable Event | $6,850 |
| WOMENS BUSINESS DEVELOPMENT COUNCIL INC | |||||||
| 184 BEDFORD ST SUITE 201 | STAMFORD | CT | 06901 | N/A | PC | Launch Pad Grant Program | $25,000 |
| WWP INC - WOUNDED WARRIOR PROJECT INC | |||||||
| PO BOX 758516 | TOPEKA | KS | 66675 | N/A | PC | General & Unrestricted | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $411,950 | 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 | $317 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $24,509 | 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 | $151,990 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| K-1 Inc/Loss | 14 | $245 |
| INTEREST INCOME FROM NOTES | 14 | $31,250 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $208,311 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $208,311 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Depreciation Schedule DepreciationSchedule
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | Results Of VerificationResultsOfVerificationTxt |
|---|---|---|---|---|---|---|---|---|---|---|
| SAMUEL READY SCHOLARSHIPS INC | ||||||||||
| PO BOX 202 | RIDERWOOD | MD | 21139 | 2021-12-07 | $30,000 | TO SUPPORT GENERAL OPERATING EXPENSES (INSTALLMENT 1 of 4) | $30,000 | NO | 07/18/2022, 07/25/2023 | NONE NECESSARY |
| SAMUEL READY SCHOLARSHIPS INC | ||||||||||
| PO BOX 202 | RIDERWOOD | MD | 21139 | 2022-07-29 | $30,000 | TO SUPPORT GENERAL OPERATING EXPENSES (INSTALLMENT 2 OF 4) | $30,000 | NO | 07/25/2023 | NONE NECESSARY |
| SAMUEL READY SCHOLARSHIPS INC | ||||||||||
| PO BOX 202 | RIDERWOOD | MD | 21139 | 2023-07-28 | $30,000 | TO SUPPORT GENERAL OPERATING EXPENSES (INSTALLMENT 3 OF 4) | $30,000 | NO | 07/15/2024 | NONE NECESSARY |
| SAMUEL READY SCHOLARSHIPS INC | ||||||||||
| PO BOX 202 | RIDERWOOD | MD | 21139 | 2024-07-25 | $30,000 | TO SUPPORT GENERAL OPERATING EXPENSES (INSTALLMENT 4 OF 4) | NO | expected in 2025 | NONE NECESSARY | |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | FORM 990-PF, PARTS I AND XIV: | IdentifierTxt |
| Form And Line Reference | FORM 990-PF, PARTS I AND XIV: | FormAndLineReferenceDesc |
| Medium Explanation | TOTAL Part I, Line 25, Column (a) and Part XIV, Line 3a: $411,950 Less amount not treated as qualifying distribution: $30,000 TOTAL Part I, Line 25, Column (d): $381,950 | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (152 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABS | $11,318 | $12,216 |
| ACCENTURE PLC | $6,453 | $7,471 |
| ADOBE SYSTEMS, INC | $10,364 | $9,863 |
| AIR LEASE CORP | $525 | $719 |
| AIRBNB | $3,033 | $2,689 |
| ALLISON TRANMISSION HOLDINGS | $255 | $476 |
| ALPHABET INC CL A | $39,208 | $75,719 |
| ALPHABET INC CL C | $10,524 | $17,450 |
| AMAZON COM | $18,290 | $29,618 |
| AMETEK INC | $328 | $353 |
| ANSYS INC | $256 | $261 |
| AON PLC CL A | $8,173 | $11,575 |
| APPLE INC | $148,499 | $281,722 |
| ARCH CAPITAL GROUP LTD | $997 | $1,003 |
| ARES MANAGEMENT CORPORATION | $590 | $750 |
| AUTODESK, INC | $517 | $604 |
| AUTOMATIC DATA PROCESSING INC | $3,056 | $4,298 |
| BENTLEY SYSTEMS INC CL B | $633 | $591 |
| BERKLEY W R CP | $241 | $260 |
| BLACKROCK ESG CAPITAL ALLOCATI | $50,001 | $41,000 |
| BOOZ ALLEN HAMILTON HOLDING CO | $480 | $513 |
| BROADRIDGE FINANCIAL | $476 | $625 |
| BROOKFIELD ASSET MANAGEMENT LT | $357 | $474 |
| BROOKFIELD CORP ORD SHS CL A | $1,816 | $2,557 |
| BROOKFIELD INFRASTRUCTURE CORP | $1,677 | $2,057 |
| BROOKFIELD RENEWABLE CORPORATI | $340 | $395 |
| BROWN & BROWN INC | $1,393 | $1,681 |
| BRUNSWICK CORP | $482 | $454 |
| BWX TECHNOLOGIES INC | $380 | $555 |
| CABOT CP | $543 | $512 |
| CARLISLE COS INC | $349 | $530 |
| CARMAX INC | $893 | $905 |
| CBRE GROUP | $924 | $1,307 |
| CCC INTELLIGENT SOLUTIONS HOLD | $521 | $526 |
| CHAMPIONX CORP | $645 | $487 |
| CHEMED CORP | $589 | $600 |
| CHESAPEAKE UTILITIES CORP | $480 | $616 |
| CHURCHILL DOWNS INC | $588 | $720 |
| COGNEX CORPORATION | $508 | $493 |
| COHEN & STEERS INC | $506 | $909 |
| CONCENTRIX CORP | $832 | $493 |
| COPART INC | $2,373 | $2,417 |
| COSTAR GROUP, INC | $6,122 | $5,386 |
| CUBESMART | $403 | $514 |
| DOMINOS PIZZA INC | $1,470 | $1,500 |
| DOMYX | $27,463 | $26,430 |
| ENCOMPASS HEALTH CORPORATION | $653 | $960 |
| ENTEGRIS INC | $169 | $150 |
| EXP WORLD HOLD INC | $489 | $393 |
| FACTSET RESH SYST INC | $537 | $601 |
| FAIR ISSAC & CO INC | $901 | $1,420 |
| FASTENAL COMPANY | $559 | $534 |
| FIRSTSERVICE CORP | $411 | $472 |
| FLOOR AND DECOR HOLDINGS | $146 | $145 |
| GALLAGHER ARTHUR J & CO | $567 | $571 |
| GARTNER INC | $1,173 | $1,226 |
| GFL ENVIRONMENTAL SUBORDINATE | $524 | $793 |
| GLOBANT SA | $6,777 | $7,431 |
| GRACO INC | $222 | $224 |
| HAMILTON LANE INC | $474 | $863 |
| HEICO CP CL A | $1,794 | $2,224 |
| HENRY JACK & ASSOC INC | $543 | $655 |
| HEXCEL CP DELAWARE | $627 | $559 |
| HILTON WORLDWIDE HOLDINGS, INC | $1,907 | $2,296 |
| HOME BANCSHARES INC | $531 | $755 |
| HUNTINGTON INGALLS INDUSTRIES | $349 | $303 |
| HYATT HOTELS CORP | $471 | $478 |
| ICON PLC - AMERICAN DEPOSITARY | $8,431 | $6,752 |
| IDEXX CORP | $461 | $358 |
| INSPERITY INC | $421 | $337 |
| KINSALE CAPITAL GROUP INC | $763 | $839 |
| KKR & CO INC | $1,586 | $2,426 |
| KULICKE AND SOFFA INDUSTRIES, | $521 | $580 |
| L'OREAL ADR | $6,006 | $5,879 |
| LANDSTAR SYSTEM | $512 | $526 |
| LEMAITRE VASCULAR, INC | $412 | $792 |
| LENNAR CORP | $1,028 | $892 |
| LIBERTY MEDIA CORPORATION - SE | $203 | $255 |
| LIBERTY MEDIA CORPORATION - SE | $567 | $761 |
| LINDE PLC COM | $366,754 | $632,191 |
| LITTELFUSE, INC | $438 | $468 |
| LIVE NATION INC COM | $1,015 | $1,263 |
| MARKEL CORP | $1,096 | $1,258 |
| MARTIN MARIETTA MATLS INC | $1,375 | $1,239 |
| MASTERCARD INC | $8,916 | $13,385 |
| MATADOR RESOURCES COMPANY | $706 | $669 |
| MICROCHIP TECHNOLOGY INC | $785 | $507 |
| MICROSOFT CORP | $9,236 | $15,949 |
| MOODYS CORP | $277 | $338 |
| MORNINGSTAR, INC | $463 | $696 |
| MSCI INC | $10,385 | $12,714 |
| NEXSTAR MEDIA GROUP, INC | $507 | $562 |
| NORDSON CP | $536 | $527 |
| NORTHERN OIL & GAS, INC | $539 | $519 |
| NOVO NORDISK A S | $9,548 | $8,127 |
| NVENT ELECTRIC PLC | $594 | $551 |
| O'REILLY AUTOMOTIVE INC | $1,930 | $2,056 |
| ORACLE CORP | $7,947 | $7,450 |
| PAX ELLEVATE GLBL WOMENS | $17,830 | $17,467 |
| PAYCOM SOFTWARE | $9,235 | $10,206 |
| PERIMETER SOLUTIONS ORD SHS | $115 | $230 |
| PERRIGO CO PLC | $571 | $505 |
| POOL CORP | $556 | $597 |
| POWER INTEGRATIONS, INC | $675 | $605 |
| PROCORE TECHNOLOGIES INC | $316 | $295 |
| PROGRESSIVE CORP OHIO | $435 | $511 |
| PROSPERITY BANC SHARES, INC | $475 | $678 |
| QUAKER CHEMICAL CORP | $460 | $437 |
| QUEST DIAGNOSTICS | $483 | $585 |
| RELIANCE STL & ALMN | $685 | $745 |
| ROPER INDUSTRIES | $1,225 | $1,175 |
| ROSS STORES, INC | $306 | $320 |
| RYAN SPECIALTY GROUP HOLDINGS | $160 | $151 |
| RYMAN HOSPITALITY PROPERTIES | $723 | $700 |
| SAGE GROUP PLC UNS/ADR | $5,092 | $5,458 |
| SAP AKTIENGESELL ADS | $9,318 | $17,086 |
| SBA COMMUNICATIONS CORP | $162 | $154 |
| SENSATA TECHNOLOGIES HOLDINGS | $619 | $427 |
| SERVICE NOW | $2,610 | $7,388 |
| SHOPIFY INC | $8,600 | $13,929 |
| SHUTTERSTOCK INC | $492 | $411 |
| SIEMENS HEALTHINEERS AG | $7,626 | $6,788 |
| SPDR TR/SSGA GENDER DIVERSITY | $24,996 | $28,950 |
| STANDEX INTERNATIONAL CORP | $568 | $740 |
| STERIS PLC | $665 | $631 |
| TERRENO RLTY CORPCOM | $574 | $640 |
| TETRA TECH INC | $373 | $499 |
| THE ENSIGN GROUP, INC | $643 | $885 |
| THERMO FISHER SCIENTIFIC INC | $6,740 | $6,639 |
| TRANSDIGM GRP INC | $2,297 | $2,461 |
| TRANSUNION COM USD0.01 | $310 | $559 |
| TRAVEL+LEISURE CO | $422 | $635 |
| TYLER TECHNOLOGIES, INC | $692 | $964 |
| U.S. PHYSICAL THERAPY INC | $521 | $532 |
| UFP INDUSTRIES | $438 | $528 |
| UNIFIRST CP | $524 | $534 |
| UNIVERSAL DISPLAY CORP | $493 | $490 |
| VAIL RESORTS INC | $498 | $422 |
| VALMONT INDUSTRIES INC | $531 | $713 |
| VEEVA SYSTEMS INC | $775 | $839 |
| VERALTO CORPORATION | $134 | $132 |
| VERISIGN INC | $147 | $161 |
| VERISK ANALYTICS, INC | $286 | $338 |
| VISA INC | $9,650 | $13,497 |
| VULCAN MATERIALS CO | $1,904 | $1,835 |
| WASTE CONNECTIONS | $489 | $467 |
| WATERS CORP | $363 | $382 |
| WESCO INTL INC | $606 | $732 |
| WINGSTOP INC | $400 | $606 |
| WIX COM LTD | $163 | $258 |
| WORKDAY INC | $9,545 | $11,870 |
| ZOETIS INC | $5,144 | $4,880 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| GOLDEN SEEDS ANNUAL FUND 2023 | $14,186 | $15,000 |
| GS CADENZA LLC | $33,846 | $34,846 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $14,186 | $14,186 | |
| Bank Charges | $151 | $151 | |
| K-1 Exp GOLDEN SEEDS ANNUAL FU | $578 | $578 | |
| State or Local Filing Fees | $50 | $50 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| K-1 Inc/Loss GOLDEN SEEDS ANNUAL FUND 2023 LLC | $245 | $245 |
| Interest Income from Notes | $31,250 | $31,250 |
Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch
Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLongGrp (2 entries)
| Loan OriginalLoanOriginalAmt | Balance DueBalanceDueAmt | NoteNoteDt | Loan MaturityLoanMaturityDt | Repayment TermsRepaymentTermsTxt | InterestInterestRt | Security Provided BorrowerSecurityProvidedBorrowerTxt | Loan PurposeLoanPurposeTxt | Lender ConsiderationLenderConsiderationDesc |
|---|---|---|---|---|---|---|---|---|
| OTAVA INC | ||||||||
| $100,000 | $100,000 | 2023-02 | 2025-02 | PRIN & INT DUE AND MATURITY | 6. | NONE | INVESTMENT | N/A 0 N/A 0 |
| VERITE DIVERSITY BUSINESS FUND | ||||||||
| $125,000 | $250,000 | 2021-05 | 2026-10 | INT QUARTERLY, PRIN AT MATURITY | 12.5 | NONE | INVESTMENT | N/A 0 N/A 0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $7,087 | Amt |
| Net Investment Income | $7,087 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2024 | $3,600 |
| 990-PF Extension for 2023 | $2,900 |