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THE SEXTON FAMILY FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
THE SEXTON FAMILY FOUNDATION (EIN 13-7106277)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-11-17
IRS object ID
202503219349105455
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 ReturnHeader

FieldValueIRS element (for citing)
Return2025-11-17T14:21:05-06:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN274507046PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1FRANKEL LOUGHRAN STARR & VALLONE LLP-WABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line17900 SE 28TH ST - STE 226AddressLine1Txt
CityMERCER ISLANDCityNm
State AbbreviationWAStateAbbreviationCd
ZIP98040ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN137106277EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE SEXTON FAMILY FOUNDATIONBusinessNameLine1Txt
Business Name Line2C/O O GRIFFITH SEXTONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlSEXTBusinessNameControlTxt
Phone7722343476PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1410 COCONUT PALM ROADAddressLine1Txt
CityVERO BEACHCityNm
State AbbreviationFLStateAbbreviationCd
ZIP32963ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonO GRIFFITH SEXTONPersonNm
Person TitleOFFICERPersonTitleTxt
Phone7722343476PhoneNum
Signature2025-11-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDARCY A LOUGHRANPreparerPersonNm
PTINP00429203PTIN
Phone2062754600PhoneNum
Preparation2025-11-15PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$28,900,970FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$2,009,888ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$566,278DividendsRevAndExpnssAmt
Dividends Net Invst Incm$566,278DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$4,317,395NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$4,317,971GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$4,317,395CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$10,839OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$0OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$6,904,400TotalRevAndExpnssAmt
Total Net Invst Incm$4,883,673TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$17,565AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$4,391AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$13,174AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$53,335TaxesRevAndExpnssAmt
Taxes Net Invst Incm$3,412TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$70,900TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$7,803TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$13,174TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,219,800ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,219,800ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,290,700TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$7,803TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,232,974TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$5,613,700ExcessRevenueOverExpensesAmt
Net Investment Income$4,875,870NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$2,036,471SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,167,346SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,167,346SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl$13,829AcctRcvblAmt
Acct Rcvbl BOY$6,546AcctRcvblBOYAmt
Acct Rcvbl EOY$13,829AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$13,829AcctRcvblEOYFMVAmt
Corporate Stock BOY$9,260,225CorporateStockBOYAmt
Corporate Stock EOY$13,854,011CorporateStockEOYAmt
Corporate Stock EOYFMV$27,719,795CorporateStockEOYFMVAmt
Total Assets BOY$11,303,242TotalAssetsBOYAmt
Total Assets EOY$15,035,186TotalAssetsEOYAmt
Total Assets EOYFMV$28,900,970TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$11,303,242RetainedEarningBOYAmt
Retained Earning EOY$15,035,186RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$11,303,242TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$15,035,186TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$11,303,242TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$15,035,186TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$11,303,242TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$5,613,700ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$16,916,942SubtotalAmt
Other Decreases$1,881,756OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$15,035,186TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIES$4,137,751$576$4,137,175$4,137,175
CAPITAL GAIN DISTRIBUTION FROM PRUFX$180,220$180,220$180,220
FieldValueIRS element (for citing)
Capital Gain Net Income$4,317,395CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$67,775InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$67,775SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$67,775TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$30,000EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$48,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$78,000TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$10,225OverpaymentAmt
Applied To ES Tax$10,225AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCTOrgReportOrRegisterStateCd
Org Report Or Register StateFLOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial ContributorsYes (1)NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksO GRIFFITH SEXTONIndividualWithBooksNm
Phone2062754600PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1410 COCONUT PALM ROADAddressLine1Txt
CityVERO BEACHCityNm
State AbbreviationFLStateAbbreviationCd
ZIP329633709ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonO GRIFFITH SEXTONPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1410 COCONUT PALM ROADAddressLine1Txt
CityVERO BEACHCityNm
State AbbreviationFLStateAbbreviationCd
ZIP32963ZIPCd
FieldValueIRS element (for citing)
TitleTRUSTEETitleTxt
Average Hrs Per Wk Devoted To Pos1.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$25,522,907AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$716,166AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$26,239,073TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$26,239,073AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$393,586CashDeemedCharitableAmt
Net Vl Noncharitable Assets$25,845,487NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,292,274MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,292,274MinimumInvestmentReturnAmt
Tax Based On Investment Income$67,775TaxBasedOnInvestmentIncomeAmt
Total Tax$67,775TotalTaxAmt
Distributable Before Adj$1,224,499DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$1,224,499DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$1,224,499DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,232,974ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$1,232,974QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,224,499DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$42,610ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr2$31,877ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$38,659ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$113,146TotalExcessDistributionCyovAmt
Qualifying Distributions$1,232,974QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$1,224,499AppliedToCurrentYearAmt
Remaining Distri From Corpus$8,475RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$121,621TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$42,610ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$79,011ExcessDistriCyovToNextYrAmt
Excess From Year2$31,877ExcessFromYear2Amt
Excess From Year1$38,659ExcessFromYear1Amt
Excess From Current Year$8,475ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerO GRIFFITH SEXTONContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (78 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
MARIN ALANO CLUB
1360 LINCOLN AVESAN RAFAELCA94901NONEPCCHARITABLE CONTRIBUTION - TO PROVIDE A CLEAN AND SAFE ENVIRONMENT FOR RECOVERING ALCOHOLICS AND ADDICTS AND TO SEEK COMPANY AND SUPPORT OF OTHER ALCOHOLICS AND ADDICTS$2,500
CAMP BOGGY CREEK
30500 BRANTLEY BRANCH ROADEUSTISFL32736NONEPCCHARITABLE CONTRIBUTION - SUPPORT A YEAR ROUND CAMP SERVING SERIOUSLY ILL CHILDREN$25,000
CAPTAINS FOR CLEAN WATER INC
PO BOX 1653FORT MYERSFL33902NONEPCCHARITABLE CONTRIBUTION - TO ADVANCE EDUCATION, AWARENESS, AND SCIENTIFICALLY SUPPORTED SOLUTIONS TO RESTORE AND PROTECT MARINE ECOSYSTEMS AND OUR WAY OF LIFE FOR FUTURE GENERATIONS$20,000
ADOPT-A-DOG INC
PO BOX 11135GREENWICHCT06831NONEPCCHARITABLE CONTRIBUTION - TO SUPPORT ADOPTION AND PROMOTE WELFARE OF ANIMALS$5,000
ADVANCING NATIVE MISSIONS
PO BOX 5303CHARLOTTESVILLEVA22905NONEPCCHARITABLE CONTRIBUTION - HELP NATIVE MISSIONARIES$30,000
ALZHEIMER'S DISEASE & RELATED DISORDERS ASSOC
225 N MICHIGAN AVE 17TH FLOORCHICAGOIL60601NONEPCCHARITABLE CONTRIBUTION - TO LEAD THE WAY TO END ALZHEIMER'S AND ALL OTHER DEMENTIA - BY ACCELERATING GLOBAL RESEARCH, DRIVING RISK REDUCTION AND EARLY DETECTION, AND MAXIMIZING QUALITY CARE AND SUPPORT.$20,000
BRIGHTFOCUS FOUNDATION
22512 GATEWAY CENTER DRIVECLARKSBURGMD20871NONEPCCHARITABLE CONTRIBUTION - TO FUND EXCEPTIONAL RESEARCH WORLDWIDE TO DEFEAT ALZHEIMER'S DISEASE, MACULAR DEGENERATION, AND GLAUCOMA AND PROVIDE EXPERT INFORMATION ON THESE HEARTBREAKING DISEASES.$20,000
AMERICAN BATTLEFIELD TRUST
1140 PROFESSIONAL COURTHAGERSTOWNMD21740NONEPCCHARITABLE CONTRIBUTION - DEVOTED TO THE PRESERVATION OF OUR NATION'S ENDANGERED BATTLEGROUNDS.$5,000
AMERICAN KIDNEY FUND INC
11921 ROCKVILLE PIKEROCKVILLEMD20852NONEPCCHARITABLE CONTRIBUTION - TO HELP PEOPLE FIGHT KIDNEY DISEASE AND LIVE HEALTHIER LIVES.$20,000
ASN FOUNDATION FOR KIDNEY RESEARCH
1401 H STREET NW NO 900WASHINGTONDC20005NONEPCCHARITABLE CONTRIBUTION - TO PREVENT AND CURE KIDNEY DISEASES THROUGH RESEARCH AND INNOVATION.$40,000
BAPTIST HEALTH SOUTH FLORIDA FOUNDATION INC
6855 RED ROAD STE 600CORAL GABLESFL33143NONEPCCHARITABLE CONTRIBUTION - TO IMPROVE THE HEALTH AND WELL-BEING OF INDIVIDUALS, AND TO IMPROVE THE SANCTITY AND PRESERVATION OF LIFE$50,000
BLUEPATH SERVICE DOGS INC
8 COUNTRY CLUB ROADHOPEWELL JUNCTIONNY12533NONEPCCHARITABLE CONTRIBUTION - PROVIDE SERVICE DOGS TO INDIVIDUALS WITH AUTISM, OFFERING SAFETY, COMPANIONSHIP AND OPPORTUNITIES FOR INDEPENDENCE.$60,000
BONEFISH & TARPON TRUST INC
2937 SW 27TH AVENUE 203MIAMIFL33133NONEPCCHARITABLE CONTRIBUTION - TO CONSERVE AND RESTORE BONEFISH, TARPON AND PERMIT FISHERIES AND HABITATS THROUGH SCIENTIFIC RESEARCH, STEWARDSHIP, EDUCATION AND ADVOCACY$10,000
BOYS AND GIRLS CLUB OF GREENWICH
4 HORSENECK LANEGREENWICHCT06830NONEPCCHARITABLE CONTRIBUTION - PROVIDING HIGH-QUALITY EDUCATIONAL PROGRAMS, BUILDING A SENSE OF CHARACTER AND CITIZENSHIP, MAINTAINING DIVERSITY, AND OFFERING KIDS A SAFE, NURTURING, AND AFFORDABLE ENVIRONMENT$10,000
BOYS AND GIRLS CLUB OF INDIAN RIVER COUNTY
1729 17TH AVEVERO BEACHFL32960NONEPCCHARITABLE CONTRIBUTION - PROVIDE A SAFE, STRUCTURED AND POSITIVE ENVIRONMENT FOR YOUNG PEOPLE AFTER SCHOOL, DURING HOLIDAYS AND SUMMER VACATION.$10,000
BUCKNELL UNIVERSITY
MOORE AVENUELEWISBURGPA17837NONEPCCHARITABLE CONTRIBUTION - SUPPORT FOR SCHOOL SERVICES AND SCHOLARSHIPS$5,000
JOHNS HOPKINS UNIVERSITY
3910 KESWICK ROAD NO N4327BBALTIMOREMD21211NONEPCCHARITABLE CONTRIBUTION - TO EDUCATE STUDENTS, TO FOSTER INDEPENDENT & ORIGINAL RESEARCH, AND TO SHARE BENEFITS DISCOVERED.$20,000
CARDIOVASCULAR RESEARCH FOUNDATION
1700 BROADWAYNEW YORKNY10019NONEPCCHARITABLE CONTRIBUTION - TO IMPROVE THE SURVIVAL AND QUALITY OF LIFE FOR PEOPLE WITH CARDIOVASCULAR DISEASE THROUGH RESEARCH AND EDUCATION.$30,000
CHARITY NAVIGATOR
299 MARKET STREET SUITE 250SADDLE BROOKNJ07663NONEPCCHARITABLE CONTRIBUTION - TO MAKE IMPACTFUL PHILANTHROPY EASIER FOR ALL$1,000
THE CLEVELAND CLINIC FOUNDATION
6801 BRECKSVILLE RD RK1-85INDEPENDENCEOH44131NONEPCCHARITABLE CONTRIBUTION - TO PROVIDE PATIENT CARE, RESEARCH AND EDUCATION$10,000
COMMUNITY FOUNDATION OF THE FLORIDA KEYS
300 SOUTHARD ST SUITE 201KEY WESTFL33040NONEPCCHARITABLE CONTRIBUTION - TO CONNECT PEOPLE, RESOURCES & NEEDS THROUGH PHILANTHROPY$15,000
CONQUER CANCER FOUNDATION OF THE AMERICAN SOCIETY
2318 MILL ROAD STE 800ALEXANDRIAVA22314NONEPCCHARITABLE CONTRIBUTION - TO CONQUER CANCER WORLDWIDE BY FUNDING BREAKTHROUGH RESEARCH AND SHARING CUTTING-EDGE KNOWLEDGE. CONQUER CANCER'S VISION IS A WORLD FREE FROM THE FEAR OF CANCER.$25,000
COOKE FOUNDATION FOR SPECIAL EDUCATION
475 RIVERSIDE DRIVE SUITE 730NEW YORKNY101150797NONEPCCHARITABLE CONTRIBUTION - OFFER SPECIAL EDUCATION, CONSULTING AND TRAINING SERVICES FOR STUDENTS$25,000
CORAL RESTORATION FOUNDATION INC
5 SEAGATE BOULEVARDKEY LARGOFL33037NONEPCCHARITABLE CONTRIBUTION - WORK TO RESTORE CORAL REEFS, EDUCATE OTHERS ON THE IMPORTANCE OF OCEANS, AND USE SCIENCE TO FURTHER RESEARCH AND MONITORING TECHNIQUES$10,000
COTTAGE 1886 FOUNDATION INC
51 PROSPECT AVENUEPRINCETONNJ08540NONEPCCHARITABLE CONTRIBUTION - FOSTER, PROMOTE AND SUPPORT THE EDUCATIONAL, CULTURAL & OTHER CHARITABLE ACTIVITIES OF THE UNIVERSITY COTTAGE CLUB$2,500
CITIZENS UNITED FOR RESEARCH IN EPILEPSY
420 N WABASH AVE STE 650CHICAGOIL60611NONEPCCHARITABLE CONTRIBUTION - TO FIND A CURE FOR EPILEPSY BY PROMOTING AND FUNDING PATIENT FOCUSED RESEARCH.$5,000
CURESEARCH FOR CHILDREN'S CANCER
4400 EAST WEST HIGHWAY SUITE 600BETHESDAMD20814NONEPCCHARITABLE CONTRIBUTION - CHILDREN'S CANCER RESEARCH$30,000
DANNY & RON'S RESCUE
PO BOX 604CAMDENSC29021NONEPCCHARITABLE CONTRIBUTION - SUPPORT ADOPTION OF PET ANIMALS.$25,000
DEERFIELD ACADEMY
7 BOYDEN LANEDEERFIELDMA01342NONEPCCHARITABLE CONTRIBUTION - SUPPORT FOR FOUR YEAR COLLEGE - PREPARATORY SCHOOL SERVICES SCHOLARSHIPS$5,000
DENISON UNIVERSITY
100 W COLLEGE STREETGRANVILLEOH43023NONEPCCHARITABLE CONTRIBUTION - SCHOLARSHIP FUNDING, SUPPORT FOR EDUCATIONAL SERVICES$5,000
DOCTORS WITHOUT BORDERS USA INC
40 RECTOR STREET 16TH FLOORNEW YORKNY10006NONEPCCHARITABLE CONTRIBUTION - HELP PEOPLE WORLDWIDE WHERE THE NEED IS GREATEST, DELIVERING EMERGENCY MEDICAL AID TO PEOPLE AFFECTED BY CONFLICT, EPIDEMICS, DISASTERS OR EXCLUSION FROM HEALTH CARE$5,000
THE EAST HARLEM SCHOOL AT EXODUS HOUSE
309 EAST 103RD STREETNEW YORKNY10029NONEPCCHARITABLE CONTRIBUTION - EDUCATIONAL SUPPORT SERVICES FOR LOW INCOME FAMILIES$5,000
ECKERD COLLEGE
4200 54TH AVENUE SOUTHST PETERSBURGFL33711NONEPCCHARITABLE CONTRIBUTION - SUPPORT FOR SCHOOL SERVICES AND SCHOLARSHIPS$20,000
EXPONENT PHILANTHROPY - ASSOC OF SMALL FOUNDATIONS
1720 N STREET NWWASHINGTONDC20036NONEPCCHARITABLE CONTRIBUTION - TO BUILD AND STRENGTHEN SMALL-STAFF PHILANTHROPY$800
FIBROLAMELLAR CANCER FOUNDATION
20 HORSENECK LANE 2ND FLOORGREENWICHCT06830NONEPCCHARITABLE CONTRIBUTION - FIND A CURE AND TREATMENT OPTIONS OF FIBROLAMELLAR CANCER$50,000
FIRMKEYS INC
713 CAROLINE ST UPSTAIRS- ROOM CKEY WESTFL33040NONEPCCHARITABLE CONTRIBUTION - TO INFORM AND EDUCATE RESIDENTS ON FLOOD AND/OR WIND HURRICANE MITIGATION MEASURES INSURANCE RELATED ISSUES. TO SUPPORT AND UNDERTAKE RESEARCH, SCIENTIFIC STUDIES AND DATA COLLECTION REGARDING FLOOD AND/OR WIND HURRICANE RISK, STORM EFFECTS.$5,000
FISHER HOUSE FOUNDATION INC
12300 TWINBROOK PKWY 410ROCKVILLEMD20852NONEPCCHARITABLE CONTRIBUTION - PROVIDE HOUSING TO FAMILIES OF RECOVERING MILITARY MEN AND WOMEN.$65,000
FLORIDA KEYS LAND & SEA TRUST INC
5550 OVERSEAS HIGHWAYMARATHONFL33050NONEPCCHARITABLE CONTRIBUTION - PRESERVE THE NATURAL ENVIRONMENT OF THE FLORIDA KEYS AND TO ENCOURAGE AND SPONSOR PUBLIC PARTICIPATION AND EDUCATION.$15,000
FLORIDA WILDLIFE CORRIDOR INC
PO BOX 1802TAMPAFL33601NONEPCCHARITABLE CONTRIBUTION - TO CHAMPION THE PUBLIC AND PARTNER SUPPORT NEEDED TO PERMANENTLY CONNECT, PROTECT AND RESTORE THE FLORIDA WILDLIFE CORRIDOR - A STATEWIDE NETWORK OF LANDS AND WATERS THAT SUPPORTS WILDLIFE AND PEOPLE.$5,000
FOCUSED ULTRASOUND FOUNDATION
1230 CEDARS COURT NO 206CHARLOTTESVILLEVA22903NONEPCCHARITABLE CONTRIBUTION - TO ORGANIZE, CONDUCT, AND FUND RESEARCH, FOSTER COLLABORATION THROUGH MEETINGS, SYMPOSIA AND WORKSHOPS, CULTIVATE THE NEXT GENERATION THROUGH FELLOWSHIPS AND INTERNSHIPS, AND COLLECT AND DISSEMINATE KNOWLEDGE.$20,000
FREEDOM HOUSE MINISTRY INC
PO BOX 382HARRISBURGIL62946NONEPCCHARITABLE CONTRIBUTION - EXTEND GOD'S LOVE WORLDWIDE THROUGH HANDS-ON HUMANITARIAN METHODS. FEEDING, EDUCATING, TRAINING, AND EQUIPPING ORPHANS AND WIDOWS IN AFRICA TO FIND SELF WORTH, IDENTITY AND PURPOSE.$7,500
FRIENDS OF THE EVERGLADES INC
900 SE FEDERAL HWY STE 323STUARTFL34994NONEPCCHARITABLE CONTRIBUTION - TO PROVIDE EDUCATION AND INFORMATION, TO INCREASE PUBLIC INTEREST IN, AWARENESS OF, AND GENERAL KNOWLEDGE OF THE GEOGRAPHIC REGION KNOWN AS THE FLORIDA EVERGLADES.$5,000
GREENWICH EMERGENCY MEDICAL SERVICES
1111 EAST PUTNAM AVENUERIVERSIDECT06878NONEPCCHARITABLE CONTRIBUTION - SUPPORT ADVANCED LIFE SUPPORT MEDICAL CARE$1,000
GREENWICH HOSPITAL FOUNDATION
5 PERRYRIDGE ROADGREENWICHCT068304697NONEPCCHARITABLE CONTRIBUTION - MEET CHANGING COMMUNITY HEALTHCARE NEEDS.$5,000
GUIDING EYES FOR THE BLIND
611 GRANITE SPRINGS ROADYORKTOWN HEIGHTSNY10598NONEPCCHARITABLE CONTRIBUTION - TRAINING GUIDE DOGS TO LEAD THE BLIND AND VISUALLY IMPAIRED$5,000
HABITAT FOR HUMANITY OF COASTAL FAIRFIELD COUNTY
1542 BARNUM AVENUEBRIDGEPORTCT06610NONEPCCHARITABLE CONTRIBUTION - TO PROVIDE HOME OWNERSHIP TO RESPONSIBLE LOW-INCOME FAMILIES THROUGH NEW CONSTRUCTION OR RENOVATION OF EXISTING HOUSING STOCK.$10,000
STANFORD UNIVERSITY- HOOVER INSTITUTION
434 GALVEZ MALLSTANFORDCA943056003NONEPCCHARITABLE CONTRIBUTION - TO SUPPORT THE DISTINGUISHED SCHOLARS, LEADERS, AND CITIZENS WHO PROUDLY ADVANCE THE CAUSE OF INDIVIDUAL AND ECONOMIC FREEDOM, PRIVATE ENTERPRISE, CONSTITUTIONAL GOVERNMENT, AND THE AMERICAN WAY OF LIFE.$1,000
INDIAN RIVER COMMUNITY FOUNDATION INC
PO BOX 643968VERO BEACHFL32964NONEPCCHARITABLE CONTRIBUTION - BUILD A STRONGER COMMUNITY THROUGH DONOR-DRIVEN PHILANTHROPY.$5,000
JOHN'S ISLAND COMMUNITY SERVICE LEAGUE INC
4445 N HWY A1A SUITE 234VERO BEACHFL32963NONEPCCHARITABLE CONTRIBUTION - TO RAISE FUNDS FOR CHARITABLE AGENCIES IN INDIAN RIVER COUNTY CONCERNED WITH THE HEALTH, EDUCATION, AND HUMAN SERVICES ISSUES THAT AFFECT WOMEN, CHILDREN, AND FAMILIES IN NEED.$5,000
JOHN'S ISLAND FOUNDATION INC
6001 HIGHWAY A1A PMB 8323INDIAN RIVER SHORESFL32963NONEPCCHARITABLE CONTRIBUTION - RAISES FUNDS FROM THE JOHN'S ISLAND COMMUNITY FOR THE PURPOSE OF MAKING GRANTS FOR CAPITAL NEEDS AND SPECIAL PROJECTS$5,000
THE LEARNING ALLIANCE INC
PO BOX 2647VERO BEACHFL32961NONEPCCHARITABLE CONTRIBUTION - DELIVERING THE LATEST ADVANCES IN SCIENCE-BASED EDUCATION TECHNIQUES TO AREA TEACHERS$10,000
LUPUS RESEARCH ALLIANCE INC
275 MADISON AVE 10TH FLOORNEW YORKNY10016NONEPCCHARITABLE CONTRIBUTION - TO SUPPORT RESEARCH TO PREVENT, TREAT AND CURE LUPUS.$30,000
MARC LUSTGARTEN PANCREATIC CANCER FOUNDATION
504 RXR PLAZAUNIONDALENY11556NONEPCCHARITABLE CONTRIBUTION - FUNDING PREEMINENT PANCREATIC CANCER RESEARCHERS AND DRIVING THE PURSUIT OF BOLD AND INNOVATIVE SCIENCE TOWARD EARLIER DETECTION AND BETTER TREATMENTS TO TRANSFORM PANCREATIC CANCER INTO A CURABLE DISEASE.$10,000
MEMORIAL SLOAN KETTERING CANCER CENTER
1275 YORK AVENUENEW YORKNY10065NONEPCCHARITABLE CONTRIBUTION - SUPPORT FOR CANCER TREATMENT AND RESEARCH$10,000
MICHAEL J FOX FOUNDATION FOR PARKINSON'S RESEARCH
PO BOX 4777NEW YORKNY10163NONEPCCHARITABLE CONTRIBUTION - TO FINDING A CURE FOR PARKINSON'S DISEASE THROUGH AN AGGRESSIVELY FUNDED RESEARCH AGENDA AND TO ENSURING THE DEVELOPMENT OF IMPROVED THERAPIES FOR THOSE LIVING WITH PARKINSON'S TODAY.$25,000
MONROE COUNTY EDUCATION FOUNDATION INC
241 TRUMBO ROADKEY WESTFL33040NONEPCCHARITABLE CONTRIBUTION - AID, SUPPLEMENT, IMPROVE, ENHANCE, AND COMPLEMENT ACTIVITIES OF THE PUBLIC SCHOOL SYSTEM.$15,000
MOTE MARINE LABORATORY INC
1600 KEN THOMPSON PARKWAYSARASOTAFL34236NONEPCCHARITABLE CONTRIBUTION - ADVANCE THE SCIENCE OF THE SEA THROUGH RESEARCH, EDUCATION, AND OUTREACH.$10,000
NATIONAL KIDNEY FOUNDATION INC
30 EAST 33RD STREETNEW YORKNY10016NONEPCCHARITABLE CONTRIBUTION - TO PREVENT KIDNEY & URINARY TRACT DISEASES, IMPROVE THE HEALTH & WELL-BEING OF INDIVIDUALS AND FAMILIES AFFECTED BY THESE DISEASES & INCREASE THE AVAILABLITY OF ALL ORGANS FOR TRANSPLANTATION.$30,000
NORWALK COMMUNITY COLLEGE FOUNDATION INC
188 RICHARDS AVENUE NO E311NORWALKCT068541655NONEPCCHARITABLE CONTRIBUTION - SUPPORT FOR SCHOOL SERVICES AND SCHOLARSHIPS$2,500
NOAH'S ARK ANIMAL REHABILITATION CENTER
712 LG GRIFFIN ROADLOCUST GROVEGA30248NONEPCCHARITABLE CONTRIBUTION - TO SUPPORT THE RESCUE AND REHABILITATION OF EXOTIC WILDLIFE AND DOMESTIC ANIMALS. THE ANIMAL SANCTUARY IS AN AMERICAN EXOTIC ANIMAL RESCUE AND WILDLIFE CENTER FOR ABUSED, UNWANTED, AND NEGLECTED ANIMALS.$15,000
PEACETREES VIETNAM
1301 5TH AVE SUITE 1226SEATTLEWA98101NONEPCCHARITABLE CONTRIBUTION - SPONSOR MINE RISK EDUCATION, SURVIVOR ASSISTANCE, CITIZEN DIPLOMACY TRIPS.$10,000
PETER MICHAEL FOUNDATION
1 GATE SIX ROAD BUILDING B SUITESAUSALITOCA94965NONEPCCHARITABLE CONTRIBUTION - DISCOVER AND UNDERWRITE THE MOST PROMISING TOOLS AND TECHNOLOGIES FOR THE IDENTIFICATION, TREATMENT AND MANAGEMENT OF PROSTATE CANCER$10,000201
PIGEON KEY FOUNDATION
5800 OVERSEAS HIGHWAY SUITE 17MARATHONFL33050NONEPCCHARITABLE CONTRIBUTION - TO PRESERVE THE CULTURAL HISTORY OF THE FLORIDA KEYS BY PROMOTING ITS HEALTHY FUTURE THROUGH EDUCATION, HISTORY, AND RESEARCH$20,000
PRINCETON UNIVERSITY
BOX 46PRINCETONNJ085440046NONEPCCHARITABLE CONTRIBUTION - SUPPORT FOR SCHOOL SERVICES AND SCHOLARSHIPS$1,000
PROJECT RECOVER INC
443 FIRST STREETWOODLANDCA95695NONEPCCHARITABLE CONTRIBUTION - TO ENLIST 21ST-CENTURY SCIENCE AND TECHNOLOGY IN A QUEST TO FIND AND REPATRIATE AMERICANS MISSING IN ACTION SINCE WORLD WAR II, IN ORDER TO PROVIDE RECOGNITION AND CLOSURE FOR FAMILIES AND THE NATION.$5,000
PROJECT REDWOOD
1178 IDYLBERRY ROADSAN RAFAELCA94903NONEPCCHARITABLE CONTRIBUTION - TO PROVIDE FUNDING, EXPERTISE, AND CONNECTIONS TO SOCIAL ENTREPRENEURS WHO ADDRESS THE CHALLENGE OF GLOBAL POVERTY.$2,500
REEF RELIEF
PO BOX 430KEY WESTFL33041NONEPCCHARITABLE CONTRIBUTION - IMPROVE AND PROTECT CORAL REEF ECOSYSTEM.$10,000
SAVE THE CHIMPS INC
16891 CAROLE NOON LANEFT PIERCEFL34945NONEPCCHARITABLE CONTRIBUTION - TO PROVIDE SACTUARY AND EXEMPLARY CARE TO CHIMPANZEES IN NEED$25,000
SPECIAL OPERATIONS FUND
901 NORTH STUART STREETARLINGTONVA22203NONEPCCHARITABLE CONTRIBUTION - PROVIDES ESSENTIAL SUPPORT TO THOSE WHO ARE SERVING OUR COUNTRY IN SENSITIVE MISSIONS AROUND THE WORLD.$25,000
STANFORD UNIVERSITY - GRADUATE SCHOOL OF BUSINESS
655 KNIGHT WAYSTANFORDCA94305NONEPCCHARITABLE CONTRIBUTION - SUPPORT FOR SCHOOL SERVICES AND SCHOLARSHIPS$10,000
UNITED WAY OF GREENWICH
1 LAFAYETTE COURTGREENWICHCT06830NONEPCCHARITABLE CONTRIBUTION - HELP RESOLVE PRESSING COMMUNITY EDUCATION, INCOME AND HEALTH ISSUES$25,000
UNITED WAY OF THE FLORIDA KEYS INC
PO BOX 2143KEY WESTFL33045NONEPCCHARITABLE CONTRIBUTION - TO BUILD AND SUPPORT STRONG WORKING FAMILIES BY PROVIDING FINANCIAL SUPPORT TO LOCAL NON-PROFIT ORGANIZATIONS THAT PROVIDE CRITICAL SERVICES TO THOSE IN NEED FROM FOOD PANTRIES TO SHELTERS.$10,000
UNITED WAY OF INDIAN RIVER COUNTY
PO BOX 1960VERO BEACHFL32961NONEPCCHARITABLE CONTRIBUTION - HELP RESOLVING PRESSING COMMUNITY EDUCATION, INCOME AND HEALTH ISSUES$30,000
VIETNAM VETERANS MEMORIAL FUND INC
1235 S CLARK ST NO 910ARLINGTONVA22202NONEPCCHARITABLE CONTRIBUTION - SUPPORTING THE PLACE OF HEALING FOR THOSE AFFECTED BY THE VIETNAM WAR$2,500
WESLEY HOUSE FAMILY SERVICES INC
1304 TRUMAN AVEKEY WESTFL33040NONEPCCHARITABLE CONTRIBUTION - PROMOTE AND ENHANCE SAFETY, WELL-BEING AND DEVELOPMENT OF CHILDREN$10,000
WHOLE FAMILY HEALTH CENTER INC
827 18TH STVERO BEACHFL32960NONEPCCHARITABLE CONTRIBUTION - TO PROVIDE HIGH QUALITY, CARING, AND ACCESSIBLE HEALTH CARE SERVICES TO EVERYONE$5,000
UNITED WAY OF COLLIER AND THE KEYS
9015 STRATA STELL COURT 204NAPLESFL341094373NONEPCCHARITABLE CONTRIBUTION - TO CREATE THRIVING COMMUNITIES BY IMPROVING THE FINANCIAL STABILITY OF FAMILIES LIVING PAYCHECK TO PAYCHECK AND BY STRENGTHENING HEALTH AND EDUCATION$75,000
DISABLED AMERICAN VETERANS CHARITABLE SERVICE TRUST
860 DOLWICK DRIVEERLANGERKY41018NONEPCCHARITABLE CONTRIBUTION - EMPOWERING VETERANS TO LEAD HIGH-QUALITY LIVES WITH RESPECT AND DIGNITY$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,219,800TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$566,278ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$4,317,395ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp (2 entries)

DescDescExclusionExclusionCdExclusionExclusionAmt
NONDIVIDEND DISTRIBUTIONS01$24,691
PY NONDIVIDEND DISTRIBUTIONS01-$13,852

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$4,894,512ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$4,894,512TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionIndNoncash ContributionNoncashContributionInd
O GRIFFITH SEXTON
1410 COCONUT PALM ROADVERO BEACHFL329633709$1,909,888Yes (X)Yes (X)
LAURA C SEXTON
2233-1 MILBANK AVENUEGREENWICHCT068306793$100,000Yes (X)Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
114,000 SHS MORGAN STANLEY STOCK (MS) BASIS: $233.82$1,842,4002024-12-03
2340 SHS VANGUARD TOTAL STOCK MARKET INDEX ADMIRAL (VTSAX)BASIS: $10,322.70$49,9122024-12-05

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREPARATION FEESCategoryTxt
Amt$17,565Amt
Net Investment Income$4,391NetInvestmentIncomeAmt
Disbursements Charitable Prps$13,174DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (10 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
VANGUARD - HIGH YIELD CORP.$1,401,302$1,290,003
VANGUARD - INFLATION-PROTECT$456,478$429,664
VANGUARD - SMALL CAP STOCK IND$1,493,185$3,389,840
VANGUARD - TOT INTL STOCK IX ADMIRAL$1,051,613$1,372,403
VANGUARD - TOTAL BOND MKT INDEX ADM$2,841,367$2,643,817
VANGUARD - TOTAL STOCK MKT IDX ADM$69,118$321,062
VANGUARD - TOTAL STOCK MKT IDX INTL CL$2,801,109$11,052,743
MORGAN STANLEY$217$1,634,360
VANGUARD - REAL ESTATE INDEX ADMIRAL$2,870,402$2,682,108
VANGUARD- T ROWE PRICE GROWTH STOCK CL I$869,220$2,903,795

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescCONTRIBUTIONS ADJ FROM FMV TO TAX BASISDesc
Amt$1,881,756Amt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtAdjusted Net IncomeAdjustedNetIncomeAmt
NONDIVIDEND DISTRIBUTIONS$24,691$24,691
PY NONDIVIDEND DISTRIBUTIONS-$13,852-$13,852

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCd
O GRIFFITH SEXTON
410 COCONUT PALM ROADVERO BEACHFL329633709
LAURA C SEXTON
233-1 MILBANK AVENUEGREENWICHCT068306793

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (4 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN-VANGUARD CONS 1099$3,412$3,412$0
CY FORM 990-PF Q1 ESTIMATE$20,000$0$0
CY FORM 990-PF Q4 ESTIMATE$10,000$0$0
PY FORM 990-PF PAYMENT$19,923$0$0