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NEWMANS OWN FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
NEWMANS OWN FOUNDATION (EIN 06-1606588)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-10-14
IRS object ID
202512879349100606
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)
Return2025-10-14T04:27:37-05:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN333709623PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1COHNREZNICK ADVISORY LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1350 GRANITE STREET SUITE 1200AddressLine1Txt
CityBRAINTREECityNm
State AbbreviationMAStateAbbreviationCd
ZIP02184ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN061606588EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1NEWMAN'S OWN FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlNEWMBusinessNameControlTxt
Phone2032220136PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1ONE MORNINGSIDE DRIVE NORTHAddressLine1Txt
CityWESTPORTCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06880ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonERIC FULLERPersonNm
Person TitleASST TREASURER / CFOPersonTitleTxt
Phone2032220136PhoneNum
Signature2025-10-12SignatureDt
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 PersonJOLANTA TUCKPreparerPersonNm
PTINP01340068PTIN
Phone7813803520PhoneNum
Preparation2025-10-08PreparationDt
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$215,656,516FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$319,645ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$1,685,313InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1,685,313InterestOnSavNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$15,000NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$747,000GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$13,554,295OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$13,547,691OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$15,544,253TotalRevAndExpnssAmt
Total Net Invst Incm$15,233,004TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$556,053CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$333,631CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$1,414,004OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$8,846OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$1,358,239OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$299,121PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$1,343PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$294,941PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$46,935LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$68,788LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$73,319AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$10,410AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$37,171AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$369,215OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$0OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$412,261OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$223,848TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Occupancy Rev And Expnss$86,264OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$0OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$86,264OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$104,677TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$104,677TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$403,850OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$430,604OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$3,577,286TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$20,599TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$3,126,576TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$12,000,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$12,000,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$15,577,286TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$20,599TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$15,126,576TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$33,033ExcessRevenueOverExpensesAmt
Net Investment Income$15,212,405NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$116,738CashBOYAmt
Sav And Temp Cash Invst BOY$5,172,230SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$7,389,814SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$7,389,814SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl$19,791AcctRcvblAmt
Acct Rcvbl EOY$19,791AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$19,791AcctRcvblEOYFMVAmt
Prepaid Expenses BOY$55,563PrepaidExpensesBOYAmt
Prepaid Expenses EOY$125,710PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$125,710PrepaidExpensesEOYFMVAmt
US Government Obligations BOY$24,573,773USGovernmentObligationsBOYAmt
US Government Obligations EOY$20,480,758USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$20,480,758USGovtObligationsEOYFMVAmt
Other Investments BOY$186,125,368OtherInvestmentsBOYAmt
Other Investments EOY$187,640,382OtherInvestmentsEOYAmt
Other Investments EOYFMV$187,640,443OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$393,062LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$393,062LandBldgEquipAccumDeprecAmt
Other Assets BOY$574OtherAssetsBOYAmt
Other Assets EOY$0OtherAssetsEOYAmt
Other Assets EOYFMV$0OtherAssetsEOYFMVAmt
Total Assets BOY$216,044,246TotalAssetsBOYAmt
Total Assets EOY$215,656,455TotalAssetsEOYAmt
Total Assets EOYFMV$215,656,516TotalAssetsEOYFMVAmt
Accounts Payable BOY$50,473AccountsPayableBOYAmt
Accounts Payable EOY$107,683AccountsPayableEOYAmt
Other Liabilities BOY$37,531OtherLiabilitiesBOYAmt
Other Liabilities EOY$76,601OtherLiabilitiesEOYAmt
Total Liabilities BOY$88,004TotalLiabilitiesBOYAmt
Total Liabilities EOY$184,284TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$215,956,242NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$215,472,171NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$215,956,242TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$215,472,171TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$216,044,246TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$215,656,455TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$215,956,242TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$33,033ExcessRevenueOverExpensesAmt
Other Increases$1,026,244OtherIncreasesAmt
Subtotal$216,949,453SubtotalAmt
Other Decreases$1,477,282OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$215,472,171TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIESP$662,000$662,000$0$0
IMPACT MAKERSP$85,000$100,000-$15,000-$15,000
FieldValueIRS element (for citing)
Capital Gain Net Income-$15,000CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$211,452InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$211,452SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$211,452TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$191,396EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$70,545ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$261,941TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$589EsPenaltyAmt
Overpayment$49,900OverpaymentAmt
Applied To ES Tax$49,900AppliedToESTaxAmt
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 LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateAKOrgReportOrRegisterStateCd
Org Report Or Register StateALOrgReportOrRegisterStateCd
Org Report Or Register StateAROrgReportOrRegisterStateCd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Org Report Or Register StateCTOrgReportOrRegisterStateCd
Org Report Or Register StateDCOrgReportOrRegisterStateCd
Org Report Or Register StateFLOrgReportOrRegisterStateCd
Org Report Or Register StateGAOrgReportOrRegisterStateCd
Org Report Or Register StateHIOrgReportOrRegisterStateCd
Org Report Or Register StateKSOrgReportOrRegisterStateCd
Org Report Or Register StateKYOrgReportOrRegisterStateCd
Org Report Or Register StateMAOrgReportOrRegisterStateCd
Org Report Or Register StateMDOrgReportOrRegisterStateCd
Org Report Or Register StateMEOrgReportOrRegisterStateCd
Org Report Or Register StateMIOrgReportOrRegisterStateCd
Org Report Or Register StateMNOrgReportOrRegisterStateCd
Org Report Or Register StateMSOrgReportOrRegisterStateCd
Org Report Or Register StateNCOrgReportOrRegisterStateCd
Org Report Or Register StateNDOrgReportOrRegisterStateCd
Org Report Or Register StateNHOrgReportOrRegisterStateCd
Org Report Or Register StateNJOrgReportOrRegisterStateCd
Org Report Or Register StateNMOrgReportOrRegisterStateCd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Org Report Or Register StateOHOrgReportOrRegisterStateCd
Org Report Or Register StateOKOrgReportOrRegisterStateCd
Org Report Or Register StateOROrgReportOrRegisterStateCd
Org Report Or Register StatePAOrgReportOrRegisterStateCd
Org Report Or Register StateRIOrgReportOrRegisterStateCd
Org Report Or Register StateSCOrgReportOrRegisterStateCd
Org Report Or Register StateTNOrgReportOrRegisterStateCd
Org Report Or Register StateVAOrgReportOrRegisterStateCd
Org Report Or Register StateWAOrgReportOrRegisterStateCd
Org Report Or Register StateWIOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled EntityYes (1)OwnControlledEntityInd
Donor Advised FundYes (1)DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressWWW.NEWMANSOWN.ORGWebsiteAddressTxt
Individual With BooksERIC FULLERIndividualWithBooksNm
Phone2032220136PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1ONE MORNINGSIDE DRIVE NORTHAddressLine1Txt
CityWESTPORTCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06880ZIPCd
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 PrsnYes (1)FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business HoldingsYes (1)BusinessHoldingsInd
Excess Business Holdings0ExcessBusinessHoldingsInd
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 (14 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
RAFAEL PEREZ-ESCAMILLA
ONE MORNINGSIDE DRIVE NORTHWESTPORTCT06880DIRECTOR1.00$0$0$0
MICHAEL CLAYTON
ONE MORNINGSIDE DRIVE NORTHWESTPORTCT06880CHAIR1.00$0$0$0
JOHN EVERETS
ONE MORNINGSIDE DRIVE NORTHWESTPORTCT06880DIRECTOR1.00$0$0$0
ILANA FINLEY
ONE MORNINGSIDE DRIVE NORTHWESTPORTCT06880DIRECTOR1.00$0$0$0
ELSA CHIN
ONE MORNINGSIDE DRIVE NORTHWESTPORTCT06880DIRECTOR1.00$0$0$0
ELLEN MARRAM
ONE MORNINGSIDE DRIVE NORTHWESTPORTCT06880DIRECTOR1.00$0$0$0
CELIA ROADY
ONE MORNINGSIDE DRIVE NORTHWESTPORTCT06880SECRETARY1.00$0$0$0
BRUCE PROCTOR
ONE MORNINGSIDE DRIVE NORTHWESTPORTCT06880DIRECTOR1.00$0$0$0
BRIDGETTE HELLER
ONE MORNINGSIDE DRIVE NORTHWESTPORTCT06880DIRECTOR1.00$0$0$0
BRIAN MURPHY
ONE MORNINGSIDE DRIVE NORTHWESTPORTCT06880VP / TREASURER1.00$0$0$0
ALEXANDRA AMOUYEL
ONE MORNINGSIDE DRIVE NORTHWESTPORTCT06880PRESIDENT / CEO40.00$422,834$32,932$0
SAMANTHA BURGAN
ONE MORNINGSIDE DRIVE NORTHWESTPORTCT06880ASST SECRETARY (UNTIL 7/24)40.00$90,330$14,467$0
ERIC FULLER
ONE MORNINGSIDE DRIVE NORTHWESTPORTCT06880ASST TREASURER / CFO4.00$42,889$5,228$0
FOR ADDITIONAL INFORMATION
ONE MORNINGSIDE DRIVE NORTHWESTPORTCT06880SEE STATEMENT 201.00$0$0$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee BenefitsEmployeeBenefitsAmtExpense AccountExpenseAccountAmt
EMILY YU
ONE MORNINGSIDE DRIVE NORTHWESTPORTCT06880CHIEF PARTNERSHIP &40.00$207,953$44,319$0
JACLYN BLACKBIRD
ONE MORNINGSIDE DRIVE NORTHWESTPORTCT06880INDIGENOUS COMMUNITI40.00$125,484$32,768$0
JEANETTE STALMACK
ONE MORNINGSIDE DRIVE NORTHWESTPORTCT06880FINANCE DIRECTOR24.00$127,865$26,718$0
CHRISTINA CHAUVENET
ONE MORNINGSIDE DRIVE NORTHWESTPORTCT06880MONITORING, EVAL & L40.00$116,792$32,783$0
JENNIFER MILLONES
ONE MORNINGSIDE DRIVE NORTHWESTPORTCT06880CHIEF LEGAL OFFICER20.00$118,060$9,325$0
FieldValueIRS element (for citing)
Other Employee Paid Over50k8OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
JO EHRENREICH CONSULTING LLC
27 ST MARKS PL 2BROOKLYNNY11217CONSULTING SERVICES$83,399
AGILE CLOUD CONSULTING
276 5TH AVENUE SUITE 704 - 3080NEW YORKNY10001CONSULTING SERVICES$60,356
BEYOND ADVISORS LLC
200 SOUTH WACKER DRIVE - SUITE 2700CHICAGOIL60606SOCIAL IMPACT CONSULTING SERVICES$57,750
RSM US LLP
5155 PAYSPHERE CIRCLECHICAGOIL60674AUDIT AND CONSULTING SERVICES$52,500
CJC INSIGHTS LLC
215 EAST 120TH STREET FL 3NEW YORKNY10035PUBLIC RELATIONS & COMMUNICATIONS$50,750
FieldValueIRS element (for citing)
Contractor Paid Over50k1ContractorPaidOver50kCnt

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$22,464,877AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$7,887,793AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$187,785,944FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$218,138,614TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$218,138,614AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$3,272,079CashDeemedCharitableAmt
Net Vl Noncharitable Assets$214,866,535NetVlNoncharitableAssetsAmt
Minimum Investment Return$10,743,327MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$10,743,327MinimumInvestmentReturnAmt
Tax Based On Investment Income$211,452TaxBasedOnInvestmentIncomeAmt
Income Tax$982IncomeTaxAmt
Total Tax$212,434TotalTaxAmt
Distributable Before Adj$10,530,893DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$10,530,893DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$10,530,893DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$15,126,576ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$15,126,576QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$10,530,893DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$15,687,489ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$4,643,165ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$6,636,839ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$6,698,164ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$4,056,475ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$37,722,132TotalExcessDistributionCyovAmt
Qualifying Distributions$15,126,576QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$10,530,893AppliedToCurrentYearAmt
Remaining Distri From Corpus$4,595,683RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$42,317,815TotalCorpusAmt
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$15,687,489ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$26,630,326ExcessDistriCyovToNextYrAmt
Excess From Year4$4,643,165ExcessFromYear4Amt
Excess From Year3$6,636,839ExcessFromYear3Amt
Excess From Year2$6,698,164ExcessFromYear2Amt
Excess From Year1$4,056,475ExcessFromYear1Amt
Excess From Current Year$4,595,683ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (169 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
CHARITYVEST - ABOVE THE CLOUDS
125 ACCESS ROADNORWOODMA02062PCGENERAL OPERATIONS$10,000
CHARITYVEST - AMERICAN INDIAN RESOURCE CENTER INC
110 WEST CHOCTAWTAHLEQUAHOK744643800PCAMERICAN INDIAN RESOURCE CENTER -TRADITIONAL CHEROKEE ECOLOGICAL KNOWLEDGE (T-CEK) FOR YOUTH$25,000
CHARITYVEST - APPALACHIAN MOUNTAIN ADVOCATES
PO BOX 507LEWISBURGWV249010507PCGENERAL OPERATIONS$10,000
CHARITYVEST - ASPETUCK LAND TRUST INC
PO BOX 444WESTPORTCT06881PCGENERAL OPERATIONS$30,000
CHARITYVEST - ATLANTIC SALMON FEDERATION
PO BOX 807CALAISME046190807PCOPERATIONAL SUPPORT FOR COMMUNITY BASED RIVER RESTORATION$10,000
CHARITYVEST - BIG SUR LAND TRUST
509 HARTNELL STMONTEREYCA939402825PCCOMMUNITY AND YOUTH PROGRAMS AT BIG SUR LAND TRUST$37,500
CHARITYVEST - BLACK GIRLS COOK
2516 OAKLEY AVENUEBALTIMOREMD21215PCGENERAL OPERATIONS$50,000
CHARITYVEST - BOYS AND GIRLS CLUBS OF PALM BEACH COUNTY INC
800 NORTHPOINT PARKWAY SU SUITE 204WEST PALM BEACHFL334071978PCGENERAL OPERATIONS$15,000
CHARITYVEST - CALIFORNIA INDIAN MUSEUM & CULTURAL CENTER
5250 AERO DRSANTA ROSACA954038069PCBI DU KA WI (BABY ACORNS): RECONNECTING NATIVE YOUTH WITH TRADITIONAL FOODS$25,000
CHARITYVEST - CALIFORNIA STATE UNIVERSITY SAN MARCOS FOUNDATION
333 S TWIN OAKS VALLEY RDSAN MARCOSCA920960001PCINDIGI-LICIOUS FOR NATIVE YOUTH: DECOLONIZING YOUR PLATE, ONE BITE AT A TIME$50,000
CHARITYVEST - CAMP QUALITY NEW ZEALAND
55 WALLS DRIVE SUITE 302FAIRFIELDCT06824PC2025 WINTER CAMP PROGRAMS$57,000
CHARITYVEST - CASCADE EDUCATIONAL BROADCAST SERVICE
PO BOX 12147PORTLANDOR972120147PCSECURING BROADCAST ACCESS FOR UNDERSERVED VOICES (107.1 PURCHASE)$12,500
CHARITYVEST - CASCADE PACIFIC RESOURCE CONSERVATION & DEVELOPMENT
PO BOX 2630CORVALLISOR973392630PCOREGON FARM TO SCHOOL: BUILDING CAPACITY TO SUPPORT NOURISHING SCHOOL MEALS$100,000
CHARITYVEST - CENTER FOR ECOLITERACY
2150 ALLSTON WAY 270BERKELEYCA94704PCCALIFORNIA FOOD FOR CALIFORNIA KIDS$50,000
CHARITYVEST - CENTRAL COUNCIL OF TLINGIT & HAIDA INDIAN TRIBES OF ALASKA
9097 GLACIER HWYJUNEAUAK99801PCEMPOWERING TLINGIT & HAIDA YOUTH THROUGH TRADITIONAL FOODS$50,000
CHARITYVEST - CHEF ANN FOUNDATION
5485 CONESTOGA CT 110F SUITE 110FBOULDERCO80301PCTHE LUNCH BOX$100,000
CHARITYVEST - CHEYENNE RIVER YOUTH PROJECT
PO BOX 410EAGLE BUTTESD576250410PCGENERAL OPERATIONS$100,000
CHARITYVEST - CHICKAHOMINY INDIAN TRIBE OF VIRGINIA
8200 LOTT CARY ROADPROVIDENCE FORGEVA23140PCCHICKAHOMINY INDIAN TRIBE SUMMER CULTURE CAMP 2025$50,000
CHARITYVEST - CHILDHOOD CANCER SUPPORT
55 WALLS DRIVE SUITE 302FAIRFILEDCT06824PCCAMP CRYSTAL$42,000
CHARITYVEST - CHILDREN OF ARMENIA FUND INC
149 FIFTH AVENUE ROOM 500NEW YORKNY100106826PCINVESTING IN RURAL FUTURES: ENHANCING FAMILY SUPPORT AND EDUCATION IN RURAL ARMENIA$30,000
CHARITYVEST - COLLEGE OF THE ATLANTIC
105 EDEN ST COABAR HARBORME046091136PCCOLLEGE OF THE ATLANTIC ANNUAL FUND$20,000
CHARITYVEST - COMMUNITY FOOD ADVOCATES INC
115 BROADWAY 5TH FLOORNEW YORKNY10006PCLUNCH 4 LEARNING: BUILDING THE MOST INNOVATIVE SCHOOL MEALS PROGRAM THROUGH COMMUNITY PARTNERSHIPS$100,000
CHARITYVEST - COMMUNITY HEALTH CENTER INC
675 MAIN STREETMIDDLETOWNCT06457PCCHILD GUIDANCE CENTER OF SOUTHERN CT - MENTAL HEALTH SERVICES FOR KIDS$10,000
CHARITYVEST - CONNECT US INC
855 MAIN STREET 10TH FLOORBRIDGEPORTCT066044915PCCONNECT-US AFTERSCHOOL PROGRAMS$10,000
CHARITYVEST - CONNECTICUT WOMEN'S HALL OF FAME INC
320 FITCH ST SCHWARTZ HALL B - 3NEW HAVENCT065151306PCEDUCATING, EMPOWERING INSPIRING CT'S FUTURE$10,000SCSU
CHARITYVEST - COVE COMMUNITIES SENIOR ASSOCIATION
73750 CATALINA WAYPALM DESERTCA922602906PCARTHUR NEWMAN THEATRE PROGRAMMING$10,000
CHARITYVEST - COWLITZ INDIAN TRIBE HHS
1055 9TH AVENUE PO BOX 2547LONGVIEWWA98632PCCOWLITZ INDIAN TRIBE - COMMUNITY GARDEN FOR NATIVE YOUTH AND FAMILIES$50,000
CHARITYVEST - DAKOTA RURAL ACTION
PO BOX 549BROOKINGSSD570060549PCSOUTH DAKOTA FARM TO SCHOOL OPERATIONS$25,000
CHARITYVEST - DEBRA AUSTRALIA
55 WALLS DRIVE SUITE 302FAIRFIELDCT06824PCCAMP FOR DEBRA FAMILIES$32,000
CHARITYVEST - DELAWARE COUNTY COMMUNITY PARTNERSHIP INC
PO BOX 450277GROVEOK743450277PCINDIGENOUS FOODS YOUTH PROGRAMMING$25,000
CHARITYVEST - DETROIT FOOD & ENTREPRENEURSHIP ACADEMY
4444 2ND AVEDETROITMI482011216PCGROWING DETROIT FOOD ACADEMY'S FOOD SOVEREIGNTY CURRICULUM AND YOUTH-LED ADVOCACY EFFORTS$50,000
CHARITYVEST - DREAM OF WILD HEALTH
1308 E FRANKLN AVE STE 203 SUITEMINNEAPOLISMN554042924PCFOOD JUSTICE PROGRAMMING FOR NATIVE YOUTH AND FAMILIES$100,000203
CHARITYVEST - EARTH ISLAND INSTITUTE INC
2150 ALLSTON WAY SUITE 460BERKELEYCA947041375PCMISSISSIPPI FARM TO SCHOOL NETWORK GENERAL OPERATIONS$100,000
CHARITYVEST - EASTERN CAROLINA HOMELESSNESS ORGANIZATION INC
PO BOX 1275MYRTLE BEACHSC295781275PCECHO YOUTH HOMELESS PROJECT$10,000
CHARITYVEST - EDUCATION AND HOPE
PO BOX 486NORWALKCT06856PCGENERAL OPERATIONS$20,000
CHARITYVEST - END HUNGER CONNECTICUT INC
800 CONNECTICUT BOULEVARD SUITEEAST HARTFORDCT06108PCPOWER OF FOOD IN SCHOOLS - Y2$100,000302A
CHARITYVEST - FAMILY SERVICES OF THE DESERT INC
14080 PALM DR STE EDESERT HOT SPRINGSCA922406851PCWEEKEND MEALS FOR HUNGRY KIDS$10,000
CHARITYVEST - FEED SEVEN GENERATIONS
3156 GARFIELD STREETENUMCLAWWA98022PCFEEDING OUR PEOPLE AND FUTURE GENERATIONS: FOOD SYSTEM PROGRAMS AND LEADERSHIP DEVELOPMENT FOR NATIVE YOUTH$25,000
CHARITYVEST - FIRST NATIONS DEVELOPMENT INSTITUTE
2432 MAIN STREET FLOOR 2 FLR 2LONGMONTCO805011101PCNAFSI YOUTH - NATIVE FARM TO SCHOOL$100,000
CHARITYVEST - FOOD 4 FARMERS
70 S WINOOSKI AVE STE 1W 312BURLINGTONVT054013969PCGENERAL OPERATIONS$10,000
CHARITYVEST - FOOD RESEARCH & ACTION CENTER
11 DUPONT CIRCLE NW 500WASHINGTONDC20036PCADVANCING HEALTHY SCHOOL MEALS FOR ALL$250,000
CHARITYVEST - FOODWHAT INCORPORATED
FOODWHAT INC1156 HIGH STSANTA CRUZCA95064PCNUTRITION EDUCATION AND YOUTH EMPOWERMENT PROGRAMMING$100,000
CHARITYVEST - FRANKLIN G BURROUGHS-SIMEON B CHAPIN ART MUSEUM
3100 S OCEAN BLVDMYRTLE BEACHSC295774858PCART EDUCATION OUTREACH TO UNDERSERVED CHILDREN$15,000
CHARITYVEST - FRESHFARM MARKETS INC
655 NEW YORK AVE NW WEWORK 6TH FLOWASHINGTONDC200014593PCFRESHFARM FOODPRINTS: JUSTICE THROUGH EXPERIENTIAL FOOD EDUCATION IN WASHINGTON, DC$50,000
CHARITYVEST - FRIENDS OF THE CULTURAL CENTER INC
73000 FRED WARING DRPALM DESERTCA922602800PCMCCALLUM THEATRE EDUCATION FOR CHILDREN$10,000
CHARITYVEST - GARDEN 31 COMMUNITY INITIATIVE INC
143 E 5TH AVEESCONDIDOCA92025PCGARDEN 31'S YOUTH G.R.O.W.E.R. RESILIENCE$10,000
CHARITYVEST - GEORGIA ORGANICS INC
200 OTTLEY DR NE STE AATLANTAGA303243968PCGEORGIA ORGANICS FARM TO SCHOOL INNOVATION MINI GRANTS$100,000
CHARITYVEST - GREATER NEWARK CONSERVANCY INC
32 PRINCE STNEWARKNJ071033005PCBUILDING YOUTH LEADERSHIP IN NEWARK'S FOOD JUSTICE MOVEMENT$100,000
CHARITYVEST - GREEN BRONX MACHINE INTERNATIONAL INC
3935 BLACKSTONE AVE APT 12GBRONXNY104713723PCGENERAL OPERATIONS$95,000
CHARITYVEST - GREEN VILLAGE INITIATIVE INC
135 CLARENCE STBRIDGEPORTCT066082227PCYOUTH LEADERSHIP PROGRAM$50,000
CHARITYVEST - GROUNDWORK CENTER FOR RESILIENT COMMUNITIES INC
148 E FRONT ST STE 301 NEW ADDRESSTRAVERSE CITYMI496845726PCMICHIGAN-GROWN FRUITS, VEGETABLES, AND DRY BEANS FOR K- 12 + BIRTH TO 5$100,000414 E EIGHTH ST SUITE 204 TRAVERSE
CHARITYVEST - GROW DAT YOUTH FARM
1 PALM DRNEW ORLEANSLA701244608PCGROW DAT YOUTH FARM LEADERSHIP PROGRAMS$75,000
CHARITYVEST - GUIDE DOGS NSWACT
55 WALLS DRIVE SUITE 302FAIRFIELDCT06824PCTWO OUTDOOR ADVENTURE CAMPS FOR CHILDREN$27,000
CHARITYVEST - HARLEM GROWN INC
127TH WEST 127TH STREET ROOM 418NEW YORKNY10027PCFOOD JUSTICE AND NUTRITION EDUCATION FOR YOUTH$100,000ANNEX
CHARITYVEST - HEALTHY HARVEST OF NORTH IOWA
PO BOX 705CLEAR LAKEIA50428PCELEVATING FARM TO SCHOOL IN NORTH IOWA$50,000
CHARITYVEST - HIGHLAND HALL INCORPORATED
17100 SUPERIOR STREETNORTHRIDGECA913251911PCHIGHLAND HALL WALDORF SCHOOL TUITION ASSISTANCE AND SCHOLARSHIP PROGRAMS FOR UNDERSERVED CHILDREN$40,000
CHARITYVEST - HOMELESS GARDEN PROJECT
PO BOX 617SANTA CRUZCA950610617PCTRANSITIONAL EMPLOYMENT ON ORGANIC FARM THAT SUPPORTS UNDERSERVED FAMILIES AND CHILDREN$12,500
CHARITYVEST - HOONAH INDIAN ASSOCIATION
310 HILL STREETHOONAHAK99829PCGROWING HOONAH YOUTH GROWERS: INDIGENOUS FOOD JUSTICE AND SUSTAINABILITY INITIATIVE IN RURAL ALASKA$50,000
CHARITYVEST - IMAGINE SUPPORTED LIVING SERVICES
9065 SOQUEL DRIVEAPTOSCA95003PCGENERAL OPERATIONS$10,000
CHARITYVEST - INTERNATIONAL FOLK ART ALLIANCE INC
620 CERRILLOS RDSANTA FENM875053028PCGENERAL OPERATIONS$10,000
CHARITYVEST - INTERNATIONAL RESCUE COMMITTEE
122 EAST 42ND STREET 12TH FLOORNEW YORKNY101680002PCGENERAL OPERATIONS$20,000
CHARITYVEST - INTERTRIBAL AGRICULTURE COUNCIL
PO BOX 958BILLINGSMT591030958PCREGENERATIVE AGRICULTURE PROGRAMMING FOR NATIVE YOUTH$50,000
CHARITYVEST - IWIKUA
PO BOX 851WAIMEAHI96796PCCOMMUNITY YOUTH GARDEN FARM PROGRAM$50,000
CHARITYVEST - KAKE TRIBAL HERITAGE FOUNDATION
PO BOX 263KAKEAK998300500PCINDIGENOUS YOUTH NUTRITION SECURITY IN KAKE, SOUTHEAST ALASKA$60,000
CHARITYVEST - KERES CHILDREN'S LEARNING CENTER
PO BOX 113COCHITINM87072PCGENERAL OPERATIONS$50,000
CHARITYVEST - KIDS EMPOWERED BY YOUR SUPPORT INC
2200 NORTH AVENUEBRIDGEPORTCT06604PCKEYS MUSIC FOR LIFE$10,000
CHARITYVEST - LENSIC PERFORMING ARTS CENTER CORPORATION
211 W SAN FRANCISCO STSANTA FENM87501PCLENSIC PERFORMING ARTS CENTER EDUCATIONAL PROGRAMS$10,000
CHARITYVEST - LIFE LAB SCIENCE PROGRAM
1156 HIGH STSANTA CRUZCA950641077PCGENERAL OPERATIONS$12,500
CHARITYVEST - MA KA HANA KA IKE BUILDING PROGRAM
PO BOX 968HANAHI967130968PCYOUTH AGRICULTURE AND CULINARY EDUCATION AND TRAINING$75,000
CHARITYVEST - MAKOCE AGRICULTURE DEVELOPMENT
PO BOX 163PORCUPINESD577720163PCNOURISHING TRADITION AND INNOVATION: A HOLISTIC APPROACH TO MODERN INDIGENOUS FOOD SYSTEMS DEVELOPMENT ON PINE RIDGE RESERVATION$100,000
CHARITYVEST - MANNA FOOD PROJECT INC
8791 MCBRIDE PARK DRHARBOR SPRINGSMI497409697PCFOOD 4 KIDS BACKPACK PROGRAM$12,500
CHARITYVEST - MANNA FOOD PROJECT INC
8791 MCBRIDE PARK DRHARBOR SPRINGSMI497409697PCFOOD 4 KIDS BACKPACK PROGRAM$12,500
CHARITYVEST - MARIPOSA DR FOUNDATION
PO BOX 425ITHACANY14851PCMARIPOSA CENTER FOR GIRLS$20,000
CHARITYVEST - MARTHA GRAHAM SCHOOL CONTEMPORARY DANCE
316 EAST 63RD STREETNEW YORKNY10021PCDANCE EDUCATION FOR YOUNG ARTISTS$10,000
CHARITYVEST - MARYMOUNT MANHATTAN COLLEGE
221 E 71ST STNEW YORKNY100214597PCMARYMOUNT MANHATTAN COLLEGE BEDFORD HILLS COLLEGE PROGRAM$10,000
CHARITYVEST - MERCY LEARNING CENTER OF BRIDGEPORT INC
637 PARK AVEBRIDGEPORTCT066044611PCGENERAL OPERATIONS$10,000
CHARITYVEST - METLAKATLA INDIAN COMMUNITY
8TH 900 MILTON STMETLAKATLAAK99926PCCONNECTING INDIGENOUS YOUTH AND ELDERS TO SUSTAINABLE FOOD SYSTEMS$15,000
CHARITYVEST - MOSAIC FILM EXPERIENCE
PO BOX 888246GRAND RAPIDSMI49588PCNOURISHING NARRATIVES: 100 YOUTH FILMS FOR JUSTICE$80,000
CHARITYVEST - NALWOODI DENZHONE STRENGTH AND BEAUTY COMMUNITY
PO BOX 758GLOBEAZ855020758PCSAN CARLOS APACHE HEALTHY FOOD SYSTEMS AND YOUTH EDUCATION PROJECT$100,000
CHARITYVEST - NATIONAL WILDLIFE FEDERATION
11100 WILDLIFE CENTER DRRESTONVA201905361PCWIND RIVER TRIBAL BUFFALO INITIATIVE YOUTH EDUCATION PROGRAM$55,000
CHARITYVEST - NATIVE AMERICANS IN PHILANTHROPY
323 WASHINGTON AVENUE NORTH 200MINNEAPOLISMN554012206PCINDIGENOUS TOMORROWS FUND$500,000
CHARITYVEST - NEIGHBORHOOD PLAYHOUSE
340 E 54TH STNEW YORKNY100225017PCGENERAL OPERATIONS$50,000
CHARITYVEST - NEW CANAAN COUNTRY SCHOOL INC
635 FROGTOWN RDNEW CANNAANCT068404418PCHORIZONS AT NEW CANAAN COUNTRY SCHOOL$10,000
CHARITYVEST - NEW MEXICO SCHOOL FOR THE ARTS ART INSTITUTE
500 MONTEZUMA AVESANTA FENM875012504PCSTUDENT TRANSPORTATION PROGRAM$10,000
CHARITYVEST - NEW YORK PUBLIC RADIO
160 VARICK STREET 9TH FLNEW YORKNY100131220PCGENERAL OPERATIONS$10,000
CHARITYVEST - NO GREATER SACRIFICE FOUNDATION
1101 PENNSYLVANIA AVE NW STE 300WASHINGTONDC200042582PCSUPPORTING THE CHILDREN OF FALLEN AND SEVERELY WOUNDED MILITARY WITH EDUCATIONAL FUNDING$10,000
CHARITYVEST - NORTH AMERICAN TRADITIONAL INDIGENOUS FOOD SYSTEMS
920 E LAKE STREET 107MINNEAPOLISMN55407PCINDIGENOUS FOOD EDUCATION AND ACCESS FOR INDIGENOUS YOUTH$100,000
CHARITYVEST - OCEANIC ASCENT EDUCATION INC DBA GUHAN SUSTAINABLE CULTURE
PO BOX 1607HAGATNAGU96913PCGUAHAN SUSTAINABLE CULTURE PROGRAMMING FOR YOUTH$100,000
CHARITYVEST - OKIZO FOUNDATION
83 HAMILTON DRIVE SUITE 200NOVATOCA949495674PCCAMP OKIZU OPERATIONS$10,000
CHARITYVEST - OKLAHOMA CONTEMPORARY ARTS CENTER INC
11 NW 11TH STOKLAHOMA CITYOK731030000PCOKLAHOMA CONTEMPORARY ARTS CENTER CAMP CONTEMPORARY SCHOLARSHIPS$10,000
CHARITYVEST - OREGON HEALTH & SCIENCE UNIVERSITY FOUNDATION
2020 SW 4TH AVE STE 900PORTLANDOR97201PCGENOMIC ANALYSES OF PRIMARY SPECIMENS FROM ACUTE LYMPHOBLASTIC LEUKEMIA$40,000
CHARITYVEST - OUR SISTERS SCHOOL
145 BROWNELL AVENEW BEDFORDMA027401654PCENHANCING EDUCATIONAL OPPORTUNITIES OF ECONOMICALLY DISADVANTAGED MIDDLE SCHOOL GIRLS$25,000
CHARITYVEST - PAINTED DESERT DEMONSTRATION PROJECTS
145 LEUPP RDFLAGSTAFFAZ860048501PCPROMOTING NUTRITION AND INDIGENOUS FOOD SOVEREIGNTY THROUGH SCHOOL GARDENING$50,000
CHARITYVEST - PALM SPRINGS AIR MUSEUM INC
745 N GENE AUTRY TRLPALM SPRINGSCA922625464PCEDUCATION PROGRAMS$10,000
CHARITYVEST - PALM SPRINGS OPERA GUILD OF THE DESERT
PO BOX 5022PALM SPRINGSCA922635022PCOPERA IN THE PARK$15,000
CHARITYVEST - PARTNERSHIP WITH NATIVE AMERICANS
16415 ADDISON RD STE 200 SUITE 200ADDISONTX750013203PCGROWING YOUTH IN FOOD SOVEREIGNTY: INDIGENOUS FOODWAYS FOOD SOVEREIGNTY INITIATIVE$50,000
CHARITYVEST - PHOENIX RENAISSANCE INC
1690 RACEPATH STREETMYRTLE BEACHNC29577PCRACEPATH COMMUNITY LEARNING CENTER$25,000
CHARITYVEST - PLANET WALK
PO BOX 24INVERNESSCA94937PCGENERAL OPERATIONS$10,000
CHARITYVEST - PROVIDENCE HOUSE INC
703 LEXINGTON AVEBROOKLYNNY112212206PCGENERAL OPERATIONS$10,000
CHARITYVEST - RANCHO MIRAGE WRITERS FESTIVAL
71-100 HIGHWAY 111RANCHO MIRAGECA922700000PCRANCHO MIRAGE YOUNG WRITERS FESTIVAL$15,000
CHARITYVEST - RED CLIFF BAND OF LAKE SUPERIOR CHIPPEWA
88455 PIKE ROADBAYFIELDWI54814PCBUILDING CAPACITY FOR THE NEXT SEVEN GENERATIONS OF YOUTH AT MINO BIMAADIZIIWIN TRIBAL FARM$75,000
CHARITYVEST - RED FEATHER DEVELOPMENT GROUP
2501 N 4TH STREET SUITE 17FLAGSTAFFAZ86004PCHEALTHY HOMES FOR FAMILIES AND CHILDREN$10,000
CHARITYVEST - RIDE A WAVE FOUNDATION INC
849 ALMAR AVE C 324SANTA CRUZCA950605875PCGENERAL OPERATIONS$10,000
CHARITYVEST - RIVENDELL SCHOOL
277 3RD AVENUEBROOKLYNNY11215PCGENERAL OPERATIONS$10,000
CHARITYVEST - SAVE THE SOUND INC
127 CHURCH STREET SUITE 2202NEW HAVENCT06880PCGENERAL OPERATIONS$15,000
CHARITYVEST - SAVE THE SOUND INC
127 CHURCH STREET SUITE 2202NEW HAVENCT06880PCPROTECTING THE LONG ISLAND SOUND REGION FOR ALL$25,000
CHARITYVEST - SERIOUSFUN CHILDREN'S NETWORK
230 EAST AVENUE SUITE 107NORWALKCT06885PCGENERAL OPERATIONS$50,000
CHARITYVEST - SERIOUSFUN CHILDREN'S NETWORK
230 EAST AVENUE SUITE 107NORWALKCT06885PCGENERAL OPERATIONS$125,000
CHARITYVEST - SERIOUSFUN CHILDREN'S NETWORK
230 EAST AVENUE SUITE 107NORWALKCT06885PCCAMP BOGGY CREEK$10,000
CHARITYVEST - SERIOUSFUN CHILDREN'S NETWORK
230 EAST AVENUE SUITE 107NORWALKCT06885PCOVER THE WALL, UK$200,000
CHARITYVEST - SICANGU COMMUNITY DEVELOPMENT CORPORATION
27565 RESEARCH PARK DRIVE PO BOXMISSIONSD575550000PCINCREASING UTILIZATION OF TRADITIONAL FOODS IN SCHOOL MEALS$50,000236
CHARITYVEST - SNOQUALMIE INDIAN TRIBE
9571 ETHAN WADE WAY SESNOQUALMIEWA98065PCINDIGENOUS FOODS PROGRAM FOR YOUTH$50,000
CHARITYVEST - SOUL FIRE FARM INSTITUTE INC
1972 NY HIGHWAY 2PETERSBURGNY121386012PCYOUTH PROGRAMS$50,000
CHARITYVEST - SOUTHERN POVERTY LAW CENTER INC
400 WASHINGTON AVEMONTGOMERYAL361044344PCLEARNING FOR JUSTICE$10,000
CHARITYVEST - SOUTHWEST ORGANIZING PROJECT
211 10TH ST SWALBUQUERQUENM871022919PCPROJECT FEED THE HOOD YOUTH PROGRAMMING$100,000
CHARITYVEST - SUST AINA BLE MOLOKAI
PO BOX 250KAUNAKAKAIHI967480250PCFARM TO FOOD ASSISTANCE SUPPORT PROJECT FOR NATIVE YOUTH AND FAMILIES$25,000
CHARITYVEST - TEXAS TRIBAL BUFFALO PROJECT
2463 FM 1296WAELDERTX789590701PCRESTORING OUR KINSHIP WITH BUFFALO: PROGRAMS FOR TEXAS INDIGENOUS LINEAL DESCENDANT YOUTH$50,000
CHARITYVEST - THE AUTISM COMMUNITY IN ACTION
17752 SKY PARK CIRCLE 140IRVINECA92614PCGENERAL OPERATIONS$15,000
CHARITYVEST - THE EDIBLE SCHOOLYARD PROJECT
1517 SHATTUCK AVEBERKELEYCA947091516PCGROWING HEALTHY MINDS AND A HEALTHY PLANET$10,000
CHARITYVEST - THE MONTANA PARTNERSHIP TO END CHILDHOOD HUNGER INC
2936 FERGUSON AVENUEBOZEMANMT59718PCBUILDING RURAL SCHOOL NETWORKS$50,000
CHARITYVEST - THE NEW SCHOOL TISHMAN ENVIRONMENT AND DESIGN CENTER
66 WEST 12TH STREETNEW YORKNY10011PCNEW UNIVERSITY IN EXILE CONSORTIUM$10,000
CHARITYVEST - THE NEXT STEP FUND INC
99 BISHOP ALLEN DRCAMBRIDGEMA021393428PCNEXT STEP NYC CAMPFERENCE PROGRAM SUPPORT$15,000
CHARITYVEST - THE NORWALK ART SPACE INC
455 WEST AVENORWALKCT068504001PCART AND MUSIC EDUCATION FOR UNDERSERVED YOUTH$30,000
CHARITYVEST - THE RICHSTONE CENTER INC
13620 CORDARY AVEHAWTHORNECA902507409PCCLINICAL THERAPY FOR ABUSED CHILDREN$12,500
CHARITYVEST - THE RICHSTONE CENTER INC
13620 CORDARY AVEHAWTHORNECA902507409PCCLINICAL THERAPY FOR ABUSED CHILDREN$12,500
CHARITYVEST - THE SANTA FE OPERA
301 OPERA DRSANTA FENM875062823PCPUEBLO OPERA PROGRAM FOR YOUTH$15,000
CHARITYVEST - THE SHIRLEY PROCTOR PULLER FOUNDATION
4133 CORTEZ WAY SST PETERSBURGFL337124020PCM.A.S.T.R. KIDS PROGRAM$25,000
CHARITYVEST - THIRD SECTOR NEW ENGLAND INC
89 SOUTH ST STE 700BOSTONMA021112679PCMASSACHUSETTS FARM TO SCHOOL: NEW VOICES IN THE MA FOOD FOR MA KIDS COALITION$65,000
CHARITYVEST - TIDES CENTER
1012 TORNEY AVENUESAN FRANCISCOCA941291755PCNATIONAL FARM TO SCHOOL NETWORK: ADVANCING FARM TO SCHOOL AND EARLY CHILDHOOD EDUCATION THROUGH RACIAL EQUITY$100,000
CHARITYVEST - TYPE MEDIA CENTER INC
30 IRVING PLACE 10TH FLOORNEW YORKNY10003PCGENERAL OPERATIONS$20,000
CHARITYVEST - UCSC CENTER FOR AGROECOLOGY
1156 HIGH STSANTA CRUZCA95064PCSTUDENT LEADERSHIP DEVELOPMENT PROGRAM$10,000
CHARITYVEST - UNIVERSITY OF ARKANSAS FOUNDATION INC
535 W RESEARCH CENTER BLVD STE 120FAYETTEVILLEAR727016944PC2024 IFAI NATIVE YOUTH IN FOOD AND AGRICULTURE LEADERSHIP SUMMITS INDIGENOUS AND LOCAL FOODS DEMONSTRATION AND BANQUET$20,000
CHARITYVEST - UNIVERSITY OF ARKANSAS FOUNDATION INC
535 W RESEARCH CENTER BLVD STE 120FAYETTEVILLEAR727016944PC2025 IFAI NATIVE YOUTH IN FOOD AND AGRICULTURE LEADERSHIP SUMMITS INDIGENOUS AND LOCAL FOODS DEMONSTRATION AND BANQUET$20,000
CHARITYVEST - UNIVERSITY OF MINNESOTA FOUNDATION
200 OAK ST SE STE 500 PO BOX 860266MINNEAPOLISMN554552010PC2025 NATIVE AMERICAN NUTRITION CONFERENCE$50,000
CHARITYVEST - UPSTATE FOREVER
507 PETTIGRU STGREENVILLESC296013116PCGENERAL OPERATIONS$10,000
CHARITYVEST - URBAN SCHOOL FOOD ALLIANCE
1612 K STREET NW 200WASHINGTONDC20006PCGENERAL OPERATIONS$50,000
CHARITYVEST - VERY SPECIAL KIDS
55 WALLS DRIVE SUITE 302FAIRFIELDCT06842PCLORD SOMERS CAMPS FOR CHILDREN$42,000
CHARITYVEST - VIVIAN BEAUMONT THEATER INC DBA LINCOLN CENTER THEATER
150 W 65TH STREETNEW YORKNY100236916PCLINCOLN CENTER THEATER OPEN STAGES EDUCATION PROGRAM FOR YOUTH$25,000
CHARITYVEST - VOTERIDERS
171 PIER AVE 313SANTA MONICACA904055311PCVOTER ID EDUCATION AND OUTREACH IN OHIO AND WISCONSIN$40,000
CHARITYVEST - WABANAKI HEALTH AND WELLNESS INC
PO BOX 1356 16 CENTRALBANGORME044021356PCCONNECTING WABANAKI YOUTH TO FOOD AS MEDICINE$75,000
CHARITYVEST - WAI-ANAE COMMUNITY RE-DEVELOPMENT CORPORATION
PO BOX 441WAIANAEHI967920441PCMA'O MA'ONA MEA'AI - A COLLABORATIVE APPROACH TO ENSURING AN ABUNDANCE OF NUTRITIOUS ORGANIC FOOD FOR THE INDIGENOUS YOUTH$25,000
CHARITYVEST - WASHINGTON UNIVERSITY IN ST LOUIS
700 ROSEDALE AVESAINT LOUISMO631121408PCA.E. HOTCHNER FESTIVAL OF NEW STUDENT PLAYS$10,000
CHARITYVEST - WELLNESS IN THE SCHOOLS INC
31 WEST 125TH STREET 5TH FLOORNEW YORKNY100274597PCGENERAL OPERATIONS$100,000
CHARITYVEST - WESTPORT COUNTRY PLAYHOUSE
25 POWERS CTWESTPORTCT068803621PCTHEATER PROGRAMMING FOR FAMILIES AND CHILDREN$20,000
CHARITYVEST - WESTPORT LIBRARY ASSOCIATION
20 JESUP ROADWESTPORTCT068800000PCBUILDING BRIDGES: STUDENT COALITION PROPOSAL IMPLEMENTATION PLAN$10,000
CHARITYVEST - WGBH EDUCATIONAL FOUNDATION
1 GUEST STREETBOSTONMA021352016PCMOLLY OF DENALI SEASON 4/5: EXTENDING OUR IMPACT$100,000
CHARITYVEST - WHITE MOUNTAIN APACHE TRIBE OF THE FORT APACHE RESERVATION AZ
PO BOX 708FORT APACHEAZ85926PCOPERATING SUPPORT FOR YOUTH PROGRAMMING AT NDEE BIKIYAA, THE PEOPLE'S FARM$25,000
CHARITYVEST - WILD EARTH ALLIES
2 WISCONSIN CIRCLE SUITE 900CHEVY CHASEMD208157003PCGENERAL OPERATIONS$25,000
CHARITYVEST - WILD EARTH ALLIES
2 WISCONSIN CIRCLE SUITE 900CHEVY CHASEMD208157003PCGENERAL OPERATIONS$25,000
CHARITYVEST - WILD FARM ALLIANCE
PO BOX 2570WATSONVILLECA95077PCEXPANDING THE ADOPTION OF WILD FARMING PRACTICES TO SUPPORT RESILIENT FOOD SYSTEMS$10,000
CHARITYVEST - WOMEN IN FILM & VIDEO INC
1200 18TH STREET NW SUITE 300WASHINGTONDC20036PCGENERAL OPERATIONS$50,000
CHARITYVEST - WOMEN IN FILM & VIDEO INC
1200 18TH STREET NW SUITE 300WASHINGTONDC20036PCGENERAL OPERATIONS$25,000
CHARITYVEST - WPKN INCORPORATED
277 FAIRFIELD AVENUEBRIDGEPORTCT066044227PCGENERAL OPERATIONS$10,000
CHARITYVEST - ZUNI YOUTH ENRICHMENT PROJECT
PO BOX 447 13 CHIMONI DRZUNINM873270447PCGENERAL OPERATIONS$100,000
FOODCORPS INC
1140 SE 7TH AVENUE STE 110PORTLANDOR97214PCCONNECTING ALL CHILDREN TO NUTRITIOUS FOOD IN SCHOOLS$1,500,000
TIDES CENTER
PMB 104 8770 W BRYN MAWR AVENUECHICAGOIL606313515PCNATIONAL FARM TO SCHOOL NETWORK: ECOSYSTEM BUILDING AROUND FOOD JUSTICE FOR KIDS$10,000SUITE 1300
SERIOUSFUN CHILDREN'S NETWORK
230 EAST AVENUE SUITE 107NORWALKCT06885PCGENERAL OPERATIONS$3,500,000
GRAPEVINE 2024 - CAMELOT FOR CHILDREN
2354 W EMAUS AVEALLENTOWNPA181036605PCGENERAL OPERATIONS$10,000
GRAPEVINE 2024 - CAMP NO WORRIES INC
58 E OAK AVEMOORESTOWNNJ080572538PCGENERAL OPERATIONS$10,000
GRAPEVINE 2024 - CASA OF NORTHWEST ARKANSAS INC
3825 CAWOOD LNSPRINGDALEAR727625237CASA OF NWA - FOR THE KIDS$10,000
GRAPEVINE 2024 - END HUNGER CONNECTICUT INC
800 CONNECTICUT BOULEVARD SUITEEAST HARTFORDCT06108GENERAL OPERATIONS$10,000302A
GRAPEVINE 2024 - FOXG1 RESEARCH INC
1 LUCKENBACH LNSANDS POINTNY110501903GENERAL OPERATIONS$10,000
GRAPEVINE 2024 - HARLEM GROWN INC
127TH WEST 127TH STREET ROOM 418NEW YORKNY10027FOOD JUSTICE AND NUTRITION EDUCATION FOR YOUTH$10,000ANNEX
GRAPEVINE 2024 - INTERTRIBAL AGRICULTURE COUNCIL
PO BOX 958BILLINGSMT591030958REGENERATIVE AGRICULTURE PROGRAMMING FOR NATIVE YOUTH$10,000
GRAPEVINE 2024 - KIDS' FOOD BASKET
1300 PLYMOUTH AVE NEGRAND RAPIDSMI495055604KIDS' FOOD BASKET FARM: NURTURING A GENERATION OF YOUTH TO EMBRACE HEALTHY EATING AND LIFESTYLES THROUGH EXPERIENTIAL EDUCATION AND ENGAGEMENT IN UBRAN AGRICULTURE$10,000
GRAPEVINE 2024 - MID-FAIRFIELD CHILD GUIDANCE CENTER
100 EAST AVENUENORWALKCT06851GENERAL OPERATIONS$10,000
GRAPEVINE 2024 - THE KIDS RANCH
BOX 219BARABOOWI53913KIDS RANCH - LITERACY, MENTAL WELLNESS, AND CAMP FOR CHILDREN$10,000
GRAPEVINE 2024 - THE MONTANA PARTNERSHIP TO END CHILDHOOD HUNGER INC
2936 FERGUSON AVEBOZEMANMO59718BUILDING RURAL SCHOOL NETWORKS$10,000
GRAPEVINE 2024 - THE NOTAH BEGAY III FOUNDATION INC
290 PRAIRIE STAR RDSANTA ANA PUEBLONM870045939NATIVE YOUTH LEADERSHIP PROGRAMS$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$12,000,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,685,313ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Business900003BusinessCd
Unrelated Business Taxbl Incm$7,037UnrelatedBusinessTaxblIncmAmt
Exclusion15ExclusionCd
Exclusion$13,547,258ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$15,000ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$7,037UnrelatedBusinessTaxblIncmAmt
Exclusion$15,217,571ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$15,224,608TotalIncomeProducingActyAmt

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

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1JOSEPH DOMINIC LAULETTA REVOCABLE TRUSTBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line16320 VENTURE DRIVE SUITE 104AddressLine1Txt
CityLAKEWOOD RANCHCityNm
State AbbreviationFLStateAbbreviationCd
ZIP34202ZIPCd
FieldValueIRS element (for citing)
Total Contributions$307,400TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$73,319Amt
Net Investment Income$10,410NetInvestmentIncomeAmt
Disbursements Charitable Prps$37,171DisbursementsCharitablePrpsAmt

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp (3 entries)

IdentifierIdentifierTxtForm And Line ReferenceFormAndLineReferenceDescMedium ExplanationMediumExplanationTxt
DISCLOSUREFROM 990-PF, PART VII-A, LINE 11PART VII-A , LINE 11 DISCLOSURE:THE FOUNDATION OWNS THE FOLLOWING INTERESTS IN THE FOLLOWING ENTITIES:NEWMAN'S OWN, INC. EIN: 06-1067660 100.0%SALAD KING, INC. EIN: 20-3562871 100.0%NO LIMIT, LLC EIN: 16-1709583 99.9%NO REAL ESTATE, LLC EIN: 46-3665850 99.9%SALAD KING, INC., NO LIMIT, LLC AND NO REAL ESTATE, LLC ARE PASS THROUGH ENTITIES. AS SUCH, THE FOUNDATION RECEIVES NORMAL DISTRIBUTIONS OF EACH ENTITY'S EARNINGS. NEWMAN'S OWN, INC., PREVIOUSLY A PASS THROUGH ENTITY, BECAME A C CORPORATION AS OF JANUARY 1, 2010. DURING 2024, NO DIVIDENDS WERE PAID.
DISCLOSUREFORM 990-PFTHE FOUNDATION'S POLICY IS TO RESERVE CASH AND/OR CASH EQUIVALENTS TO PAY FUTURE GRANTS.
DISCLOSUREFORM 990-PF, PART V11-B, LINE 1PART VIII, LINE 1 DISCLOSURE:THE COMPENSATION PAID, EMPLOYEE BENEFIT PLAN CONTRIBUTIONS, AND AVERAGE HOURS PER WEEK ARE BASED ON ALLOCATIONS AMONG NEWMAN'S OWN FOUNDATION AND ITS CONTROLLED ENTITIES. THE AMOUNTS REFLECTED ON THE 990-PF REPRESENT THE AMOUNTS ATTRIBUTABLE TO AND FUNDED BY NEWMAN'S OWN FOUNDATION ONLY. THE AVERAGE HOURS PER WEEK ASSUMES A WORK WEEK OF 40 HOURS FOR THE COMPENSATED OFFICERS.

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$20,480,758USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$20,480,758USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemPARTNERSHIP INVESTMENT INTERESTSCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$187,640,382BookValueAmt
EOYFMV$187,640,443EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$46,935LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$68,788DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescDUE FROM NOIDesc
BOY Book Value$574BOYBookValueAmt
EOY Book Value$0EOYBookValueAmt
EOYFMV$0EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescBOOK/TAX DIFFERENCES FROM BROKERAGE ACCOUNT - NET US TREASURY INTERESTDesc
Amt$1,477,282Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ADVERTISING$115,494$0$112,389
GENERAL ADMINISTRATIVE EXPENSES$47,154$0$50,267
INFORMATION TECHNOLOGY$110,903$0$112,467
OFFICE EXPENSE$7,057$0$7,121
INSURANCE$113,192$0$138,310
CHARITABLE PROGRAMING EXPENSES$10,050$0$10,050

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
PASS THROUGH ROYALTY INCOME FROM NO LIMIT, LLC$13,525,319$13,525,319$13,525,319
S CORPORATION K-1 FLOW THROUGH FROM SALAD KING, INC.$7,037$0$7,037
PASS THROUGH INCOME FROM SOUTHOCEAN REAL ESTATE PARTNERS-$4,703-$4,270-$4,703
PASS THROUGH RENTAL REAL ESTATE INCOME FROM NO REAL ESTATE, LLC$26,642$26,642$26,642

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAINSDesc
Amt$1,026,244Amt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail (3 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmt
DUE TO NO LIMIT$26,966$26,966
DUE TO NO REAL ESTATE$10,565$0
DUE TO NEWMAN'S OWN, INC.$0$49,635

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryOTHER PROFESSIONAL FEESCategoryTxt
Amt$369,215Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$412,261DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL EXCISE TAXCategoryTxt
Amt$223,848Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Transfers Frm Controlled Entities TransfersFrmControlledEntities

Transfers From Controlled Ent TransfersFromControlledEntGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1NO LIMIT LLCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1ONE MORNINGSIDE DRIVE NORTHAddressLine1Txt
CityWESTPORTCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06880ZIPCd
FieldValueIRS element (for citing)
EIN161709583EIN
DescDISTRIBUTION OF LLC ROYALTIESDesc
Amt$0Amt
FieldValueIRS element (for citing)
Total$12,846,574TotalAmt