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THE EMILY HALL TREMAINE FOUNDATION INC: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
THE EMILY HALL TREMAINE FOUNDATION INC (EIN 22-2533743)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-11-11
IRS object ID
202533159349102398
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)
Return2025-11-11T19:16:36-06:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN331374517PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PKF O'CONNOR DAVIES ADVISORY LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1245 PARK AVENUE 12TH FLOORAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP101670008ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN222533743EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE EMILY HALL TREMAINE FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlEMILBusinessNameControlTxt
Phone2036395544PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 803AddressLine1Txt
CityTOLLANDCityNm
State AbbreviationCTStateAbbreviationCd
ZIP060840803ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMICHELLE KNAPIKPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2036395544PhoneNum
Signature2025-11-11SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd
Form8822 B AttachedYes (X)Form8822BAttachedInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOSEPH L ALI CPAPreparerPersonNm
PTINP02093808PTIN
Phone2122862600PhoneNum
Preparation2025-11-11PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$97,591,238FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$5,163InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$5,163InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$455,577DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,880,631DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$13,936,843NetGainSaleAstRevAndExpnssAmt
Cap Gain Net Incm Net Invst Incm$5,319,966CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$90,037OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$3,591,126OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$14,487,620TotalRevAndExpnssAmt
Total Net Invst Incm$10,796,886TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$226,698CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$226,698CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$222,207OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$0OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$222,207OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$134,326PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$0PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$134,326PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$8,297LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$8,297LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$50,037AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$50,037AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$48,497OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$0OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$48,497OtherProfFeesDsbrsChrtblAmt
Interest Net Invst Incm$83,534InterestNetInvstIncmAmt
Taxes Rev And Expnss$136,087TaxesRevAndExpnssAmt
Taxes Net Invst Incm$55,533TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Occupancy Rev And Expnss$62,074OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$0OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$62,074OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$151,807TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$151,807TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$958,198OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$906,334OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$428,096OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,998,228TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,045,401TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,332,039TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$2,870,727ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$2,870,727ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$4,868,955TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,045,401TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$4,202,766TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$9,618,665ExcessRevenueOverExpensesAmt
Net Investment Income$9,751,485NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$10,252CashBOYAmt
Cash EOY$7,673CashEOYAmt
Cash EOYFMV$7,673CashEOYFMVAmt
Sav And Temp Cash Invst BOY$293,241SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$473,437SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$473,437SavAndTempCashInvstEOYFMVAmt
Prepaid Expenses BOY$98,610PrepaidExpensesBOYAmt
Prepaid Expenses EOY$6,000PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$6,000PrepaidExpensesEOYFMVAmt
Other Investments BOY$67,405,640OtherInvestmentsBOYAmt
Other Investments EOY$76,393,763OtherInvestmentsEOYAmt
Other Investments EOYFMV$95,220,066OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$1,601,378LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$309,885LandBldgEquipAccumDeprecAmt
Land BOY$978,828LandBOYAmt
Land EOY$1,291,493LandEOYAmt
Land EOYFMV$1,291,493LandEOYFMVAmt
Other Assets BOY$321,617OtherAssetsBOYAmt
Other Assets EOY$592,569OtherAssetsEOYAmt
Other Assets EOYFMV$592,569OtherAssetsEOYFMVAmt
Total Assets BOY$69,108,188TotalAssetsBOYAmt
Total Assets EOY$78,764,935TotalAssetsEOYAmt
Total Assets EOYFMV$97,591,238TotalAssetsEOYFMVAmt
Accounts Payable EOY$38,082AccountsPayableEOYAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$38,082TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$69,108,188NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$78,726,853NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$69,108,188TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$78,726,853TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$69,108,188TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$78,764,935TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$69,108,188TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$9,618,665ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$78,726,853SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$78,726,853TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyTHRU SCHEDULE K-1 - EHTF, LPPropertyDesc
How AcquiredPHowAcquiredCd
Gain Or Loss$5,319,966GainOrLossAmt
Gains Minus Excess Or Losses$5,319,966GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$5,319,966CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$135,546InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$135,546SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$135,546TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$98,610EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$350,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$448,610TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$1,146EsPenaltyAmt
Overpayment$311,918OverpaymentAmt
Applied To ES Tax$311,918AppliedToESTaxAmt
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 BylawsYes (1)ChangesToArticlesOrBylawsInd
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 StateCTOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1MICHELLE KNAPIK PRESIDENTBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2036395544PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 803AddressLine1Txt
CityTOLLANDCityNm
State AbbreviationCTStateAbbreviationCd
ZIP060840803ZIPCd
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 Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Transactions Fail To Qlfy As Exc0TransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsYes (1)MaintainedExpenditureRspnsInd
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 (24 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
PALMER DEPETRO
PO BOX 803TOLLANDCT060840803DIRECTOR, CHAIRPERSON3.00$0$0$0
HUNTER TREMAINE
PO BOX 803TOLLANDCT060840803DIRECTOR, CHAIRPERSON ELECT3.00$0$0$0
WHITNEY O'BRIEN
PO BOX 803TOLLANDCT060840803DIRECTOR, TREASURER3.00$0$0$0
MARILYN DEPETRO
PO BOX 803TOLLANDCT060840803DIRECTOR, SECRETARY3.00$0$0$0
CATE BULGER
PO BOX 803TOLLANDCT060840803DIRECTOR3.00$0$0$0
PORTER COLLINS
PO BOX 803TOLLANDCT060840803DIRECTOR3.00$0$0$0
CLEIGHTON DEPETRO
PO BOX 803TOLLANDCT060840803DIRECTOR3.00$0$0$0
DIANA DEPETRO
PO BOX 803TOLLANDCT060840803DIRECTOR3.00$0$0$0
WILLIAM O'BRIEN
PO BOX 803TOLLANDCT060840803DIRECTOR3.00$0$0$0
ALEXANDRA TREMAINE
PO BOX 803TOLLANDCT060840803DIRECTOR3.00$0$0$0
GEAN TREMAINE
PO BOX 803TOLLANDCT060840803DIRECTOR3.00$0$0$0
PAGE TREMAINE
PO BOX 803TOLLANDCT060840803DIRECTOR3.00$0$0$0
SARAH C TREMAINE
PO BOX 803TOLLANDCT060840803DIRECTOR3.00$0$0$0
TYLER TREMAINE
PO BOX 803TOLLANDCT060840803DIRECTOR3.00$0$0$0
CHAPPIE WICK
PO BOX 803TOLLANDCT060840803DIRECTOR3.00$0$0$0
EMILY WICK
PO BOX 803TOLLANDCT060840803DIRECTOR3.00$0$0$0
SAGE TREMAINE
PO BOX 803TOLLANDCT060840803ASSOCIATE DIRECTOR3.00$0$0$0
GRADY WICK
PO BOX 803TOLLANDCT060840803ASSOCIATE DIRECTOR (BEGAN 03/07/2024)3.00$0$0$0
ATWOOD COLLINS III
PO BOX 803TOLLANDCT060840803DIRECTOR EMERITUS3.00$0$0$0
BURTON G TREMAINE III
PO BOX 803TOLLANDCT060840803DIRECTOR EMERITUS3.00$0$0$0
JANET T STANLEY
PO BOX 803TOLLANDCT060840803DIRECTOR EMERITUS3.00$0$0$0
JOHN M TREMAINE
PO BOX 803TOLLANDCT060840803DIRECTOR EMERITUS3.00$0$0$0
PHILIP STANLEY
PO BOX 803TOLLANDCT060840803DIRECTOR EMERITUS3.00$0$0$0
MICHELLE KNAPIK
PO BOX 803TOLLANDCT060840803PRESIDENT40.00$226,698$43,090$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee BenefitsEmployeeBenefitsAmtExpense AccountExpenseAccountAmt
HEATHER PONTONIO
PO BOX 803TOLLANDCT060840803SENIOR PROGRAM DIREC40.00$124,712$50,291$0
RENIE BESAW
PO BOX 803TOLLANDCT060840803ACCOUNTING MANAGER20.00$73,045$9,126$0
FieldValueIRS element (for citing)
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
BERSHTEIN VOLPE & MCKEON PC
900 CHAPEL STREET 11TH FLOORNEW HAVENCT065102889PROPERTY TAX ASSESSMENT, LAND USE, ETC.$130,625
ROGER FERRIS & PARTNERS LLC
1 WILTON ROADWESTPORTCT068803109ARCHITECTURAL FIRM$130,000
PKF O'CONNOR DAVIES
500 MAMARONECK AVENUE SUITE 301HARRISONNY105281648FINANCIAL STATEMENT AUDIT AND TAX RETURN PREPARATION$50,037
FieldValueIRS element (for citing)
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$93,523,627AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$645,896AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$94,169,523TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$94,169,523AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,412,543CashDeemedCharitableAmt
Net Vl Noncharitable Assets$92,756,980NetVlNoncharitableAssetsAmt
Minimum Investment Return$4,637,849MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$4,637,849MinimumInvestmentReturnAmt
Tax Based On Investment Income$135,546TaxBasedOnInvestmentIncomeAmt
Total Tax$135,546TotalTaxAmt
Distributable Before Adj$4,502,303DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$4,502,303DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$4,502,303DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$4,202,766ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$312,665CharitableAssetsAcquisPaidAmt
Qualifying Distributions$4,515,431QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$4,502,303DistributableAsAdjustedAmt
Undistributed Income PY$2,836,823UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$4,515,431QualifyingDistributionsAmt
Applied To Year1$2,836,823AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$1,678,608AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$2,823,695UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (190 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
22MOHAWKS
2 COMMERCIAL STREETSHARONMA02067N/APCCOMMUNITY PROJECTS - GENERAL OPERATING$15,000
ACE MENTOR PROGRAM OF GREATER BOSTON
1 PLEASURE ISLAND ROAD SUITE 2AWAKEFIELDMA01880N/APCEDUCATION - GENERAL OPERATING$2,500
ADAM J LEWIS ACADEMY
500 STATE STREETBRIDGEPORTCT06604N/APCEDUCATION - GENERAL OPERATING$10,000
AIM ACADEMY
1200 RIVER ROADCONSHOHOCKENPA19428N/APCEDUCATION - PROJECT/PROGRAM$1,400
AIM ACADEMY
1200 RIVER ROADCONSHOHOCKENPA19428N/APCEDUCATION - PROJECT/PROGRAM$45,000
AIM ACADEMY
1200 RIVER ROADCONSHOHOCKENPA19428N/APCEDUCATION - PROJECT/PROGRAM$125,000
AIR COLLABORATIVE
8003 CLEARFIELD ROADFREDERICKMD21702N/APCVISUAL ART - PROJECT/PROGRAM$6,500
ALBEMARLE HOUSING IMPROVEMENT PROGRAM
2127 BERKMAR DRIVECHARLOTTESVILLEVA22901N/APCCOMMUNITY PROJECTS - GENERAL OPERATING$1,000
AMERICAN CIVIL LIBERTIES UNION FOUNDATION INC
125 BROAD STREET 18TH FLOORNEW YORKNY10004N/APCCOMMUNITY PROJECTS - GENERAL OPERATING$5,000
ANGELS AMONG US PET RESCUE INC
PO BOX 821ALPHARETTAGA30009N/APCCOMMUNITY PROJECTS - GENERAL OPERATING$2,250
ART AND CULTURE TOGETHER INC
305 KNOWLTON STREETBRIDGEPORTCT06608N/APCVISUAL ARTS - GENERAL OPERATING$10,000
ARTISTS ASSOCIATION OF NANTUCKET
24 AMELIA DRIVE SUITE 1NANTUCKETMA02554N/APCVISUAL ARTS - GENERAL OPERATING$1,500
ARTPACE INC
445 N MAIN AVENUESAN ANTONIOTX78205N/APCVISUAL ART - PROJECT/PROGRAM$10,000
ARTS & BUSINESS COUNCIL OF GREATER BOSTON INC
15 CHANNEL CENTER STREET SUITE 103BOSTONMA02210N/APCVISUAL ART - PROJECT/PROGRAM$20,000
ARTS DESIGN ALUMNI RESEARCH
PO BOX 25682PROVIDENCERI02905N/APCVISUAL ART - PROJECT/PROGRAM$10,500
ARTS DESIGN ALUMNI RESEARCH
PO BOX 25682PROVIDENCERI02905N/APCVISUAL ART - PROJECT/PROGRAM$50,000
ASIAN COMMUNITY DEVELOPMENT CORP
38 OAK STREETBOSTONMA02111N/APCCOMMUNITY PROJECTS - GENERAL OPERATING$5,000
ASPETUCK LAND TRUST INC
PO BOX 444WESTPORTCT06881N/APCENVIRONMENT - GENERAL OPERATING$2,500
BABSON COLLEGE
231 FOREST STREETWELLESLEYMA02457N/APCEDUCATION - GENERAL OPERATING$5,000
BILLION OYSTER PROJECT
BATTERY MARINE BUILDING SLIP 7NEW YORKNY10004N/APCEDUCATION - GENERAL OPERATING$5,000
BOSTON BALLET INC
19 CLARENDON STREETBOSTONMA02116N/APCCOMMUNITY PROJECTS - GENERAL OPERATING$2,500
BROOKLINE FOOD PANTRY INC
PO BOX 45BROOKLINEMA02446N/APCCOMMUNITY PROJECTS - GENERAL OPERATING$2,500
BROOKLINE FOUNDATION INC
PO BOX 470652BROOKLINEMA02146N/APCEDUCATION - GENERAL OPERATING$5,000
CAPTAIN PLANET FOUNDATION INC
133 LUCKIE STREET 2ND FLOORATLANTAGA30303N/APCENVIRONMENT - GENERAL OPERATING$2,500
CATHOLIC ACADEMY OF BRIDGEPORT
63 PEQUONNOCK STREETBRIDGEPORTCT06604N/APCCOMMUNITY PROJECTS - GENERAL OPERATING$1,500
CHARLESTON ANIMAL SOCIETY
2455 REMOUNT ROADNORTH CHARLESTONSC29406N/APCCOMMUNITY PROJECTS - GENERAL OPERATING$2,250
CHARLOTTE STREET
3333 WYOMING STREETKANSAS CITYMO64111N/APCVISUAL ART - PROJECT/PROGRAM$10,000
CHARLOTTESVILLE AREA COMMUNITY FOUNDATION
PO BOX 1767CHARLOTTESVILLEVA22902N/APCCOMMUNITY PROJECTS - GENERAL OPERATING$1,775
CHIEFS FOR CHANGE
1455 PENNSYLVANIA AVENUE SUITEWASHINGTONDC20004N/APCEDUCATION - PROJECT/PROGRAM$35,000400-311
CHILDREN'S HEALTHCARE OF ATLANTA FOUNDATION INC
1575 NE EXPRESSWAYATLANTAGA30329N/APCCOMMUNITY PROJECTS - GENERAL OPERATING$5,000
CITIZENS FOR A HEALTHY BAY
535 DOCK STREET SUITE 213TACOMAWA98402N/APCENVIRONMENT - GENERAL OPERATING$2,000
CLEVELAND BOTANICAL GARDENS
11030 EAST BOULEVARDCLEVELANDOH44106N/APCCOMMUNITY PROJECTS - GENERAL OPERATING$2,000
CLEVELAND CLINIC FOUNDATION
9500 EUCLID AVENUECLEVELANDOH44195N/APCCOMMUNITY PROJECTS - GENERAL OPERATING$5,000
CLEVELAND MUSEUM OF ART
11150 EAST BOULEVARDCLEVELANDOH44106N/APCVISUAL ARTS - GENERAL OPERATING$1,000
COLCHESTER LAND TRUST INC
PO BOX 93COLCHESTERCT06415N/APCENVIRONMENT - GENERAL OPERATING$500
COMMUNITY INVESTMENT COLLABORATIVE
PO BOX 2976CHARLOTTESVILLEVA22902N/APCCOMMUNITY PROJECTS - GENERAL OPERATING$500
CONNECTICUT AUDUBON SOCIETY INC
2325 BURR STREETFAIRFIELDCT06824N/APCCOMMUNITY PROJECTS - GENERAL OPERATING$2,500
CONNECTICUT COUNCIL FOR PHILANTHROPY
75 CHARTER OAKHARTFORDCT06106N/APCENVIRONMENT - PROJECT/PROGRAM$50,000
CONNECTICUT WOMEN'S HALL OF FAME
320 FITCH STREET SCHWARTZ HALL B3NEW HAVENCT06515N/APCEDUCATION - GENERAL OPERATING$8,000
CREATIVE WACO
712 AUSTIN AVENUEWACOTX76701N/APCVISUAL ART - PROJECT/PROGRAM$35,000
CULTURAL ALLIANCE OF FAIRFIELD COUNTY
GATE LODGE AT MATTHEWS PARK 301NORWALKCT06850N/APCCOMMUNITY PROJECTS - GENERAL OPERATING$2,250WEST AVENUE
CULTURE PUSH
241 E 7TH STREET SUITE 3CNEW YORKNY10009N/APCVISUAL ART - PROJECT/PROGRAM$7,500
DATAHAVEN
1146 CHAPEL STREET SUITE 202NEW HAVENCT06511N/APCENVIRONMENT - PROJECT/PROGRAM$20,000
DELAWARE ART MUSEUM
2301 KENTMERE PARKWAYWILMINGTONDE19806N/APCVISUAL ART - PROJECT/PROGRAM$10,000
DENISON UNIVERSITY
100 W COLLEGE STREETGRANTVILLEOH43023N/APCEDUCATION - GENERAL OPERATING$30,000
DORF
5701 LEWOOD DRIVEAUSTINTX78745N/APCVISUAL ART - PROJECT/PROGRAM$20,000
EAGLEBROOK SCHOOL
PO BOX 7DEERFIELDMA01342N/APCEDUCATION - GENERAL OPERATING$20,000
EAR COMMUNITY INC
PO BOX 2040BROOMFIELDCO80038N/APCCOMMUNITY PROJECTS - GENERAL OPERATING$2,500
EARLYBIRD EDUCATION
163 HIGHLAND AVENUE SUITE 1067NEEDHAMMA02494N/ANCEDUCATION - PROJECT/PROGRAM$150,000
EAST LYME PUBLIC SCHOOLS
30 CHESTERFIELD ROADEAST LYMECT06333N/APCENVIRONMENT - GENERAL OPERATING$1,000
EDITH WHARTON RESTORATION INC
PO BOX 974 2 PLUNKETT STREETLENOXMA01240N/APCCOMMUNITY PROJECTS - GENERAL OPERATING$1,000
ETHEL WALKER SCHOOL INC
230 BUSHY HILL ROADSIMSBURYCT06070N/APCEDUCATION - GENERAL OPERATING$7,000
ETHEL WALKER SCHOOL INC
230 BUSHY HILL ROADSIMSBURYCT06070N/APCEDUCATION - GENERAL OPERATING$20,000
FAIRFIELD COUNTRY DAY SCHOOL
2970 BRONSON ROADFAIRFIELDCT06824N/APCEDUCATION - GENERAL OPERATING$2,000
FAIRFIELD FOUNDATION FOR EDUCATION INC
PO BOX 320561FAIRFIELDCT06825N/APCEDUCATION - GENERAL OPERATING$2,500
FAIRFIELD HISTORICAL SOCIETY INC
370 BEACH ROADFAIRFIELDCT06824N/APCCOMMUNITY PROJECTS - GENERAL OPERATING$1,000
FAY SCHOOL INC
PO BOX 9106SOUTHBOROUGHMA01772N/APCEDUCATION - GENERAL OPERATING$1,000
FAY SCHOOL INC
PO BOX 9106SOUTHBOROUGHMA01772N/APCEDUCATION - GENERAL OPERATING$2,000
FISHERS ISLAND COMMUNITY CENTER INC
PO BOX 464FISHERS ISLANDNY06930N/APCCOMMUNITY PROJECTS - GENERAL OPERATING$1,000
FISHERS ISLAND CONSERVANCY INC
PO BOX 553FISHERS ISLANDNY06390N/APCENVIRONMENT - GENERAL OPERATING$500
FISHERS ISLAND CONSERVANCY INC
PO BOX 553FISHERS ISLANDNY06390N/APCENVIRONMENT - GENERAL OPERATING$1,000
FISHERS ISLAND FIRE DEPARTMENT
PO BOX 123FISHERS ISLANDNY06390N/APCCOMMUNITY PROJECTS - GENERAL OPERATING$500
FISHERS ISLAND LIBRARY ASSOCIATION
PO BOX 366FISHERS ISLANDNY06390N/APCCOMMUNITY PROJECTS - GENERAL OPERATING$500
FISHERS ISLAND RECREATIONAL PATH FOUNDATION
PO BOX 619FISHERS ISLANDNY06390N/APCCOMMUNITY PROJECTS - GENERAL OPERATING$500
FISHERS ISLAND RECREATIONAL PATH FOUNDATION
PO BOX 619FISHERS ISLANDNY06390N/APCCOMMUNITY PROJECTS - GENERAL OPERATING$2,200
FISHERS ISLAND RECREATIONAL PATH FOUNDATION
PO BOX 619FISHERS ISLANDNY06390N/APCCOMMUNITY PROJECTS - GENERAL OPERATING$5,150
FOOD BACKPACKS 4 KIDS
PO BOX 173GIG HARBORWA98335N/APCCOMMUNITY PROJECTS - GENERAL OPERATING$2,000
FREE LIBRARY OF PHILADELPHIA FOUNDATION
1901 VINE STREET SUITE 111PHILADELPHIAPA19103N/APCEDUCATION - PROJECT/PROGRAM$88,527
GIORNO POETRY SYSTEMS
222 BOWERYNEW YORKNY10012N/APCVISUAL ART - PROJECT/PROGRAM$10,000
GRAY AREA
2665 MISSION STSAN FRANCISCOCA94110N/APCVISUAL ART - PROJECT/PROGRAM$5,000
GREAT PLAINS INSTITUTE
2801 21ST AVENUE S SUITE 220MINNEAPOLISMN55407N/APCENVIRONMENT - PROJECT/PROGRAM$110,000
GREATER CLEVELAND SPORTS HALL OF FAME INC
2001 CROCKER ROAD SUITE 510WESTLAKEOH44145N/APCCOMMUNITY PROJECTS - GENERAL OPERATING$2,000
GREATER HOUSTON ROWING CLUB
PO BOX 834SUGAR LANDTX77487N/APCCOMMUNITY PROJECTS - GENERAL OPERATING$8,000
GREENS FARMS ACADEMY
PO BOX 998GREEN FARMSCT06838N/APCEDUCATION - GENERAL OPERATING$500
GREENS FARMS ACADEMY
PO BOX 998GREEN FARMSCT06838N/APCEDUCATION - GENERAL OPERATING$1,000
GREENS FARMS ACADEMY
PO BOX 998GREEN FARMSCT06838N/APCEDUCATION - GENERAL OPERATING$10,000
GREENS FARMS ACADEMY
PO BOX 998GREEN FARMSCT06838N/APCEDUCATION - GENERAL OPERATING$18,500
GREENWAVE ORGANIZATION CORP
315 FRONT STREETNEW HAVENCT06513N/APCENVIRONMENT - GENERAL OPERATING$500
GREENWAVE ORGANIZATION CORP
315 FRONT STREETNEW HAVENCT06513N/APCENVIRONMENT - PROJECT/PROGRAM$150,000
HARBOR WILDWATCH
3207 HARBORVIEW DRIVEGIG HARBORWA98335N/APCENVIRONMENT - GENERAL OPERATING$2,000
HATHAWAY BROWN SCHOOL
196000 N PARK BOULEVARDSHAKER HEIGHTSOH44122N/APCEDUCATION - GENERAL OPERATING$20,000
HENRY L FERGUSON MUSEUM
PO BOX 554FISHERS ISLANDNY06390N/APCCOMMUNITY PROJECTS - GENERAL OPERATING$1,000
HIGH POINT ARTS COUNCIL
121 S CENTENNIAL STREETHIGH POINTNC27260N/APCVISUAL ART - PROJECT/PROGRAM$15,000
HILLSIDE SCHOOL
404 ROBIN HILL ROADMARLBOROUGHMA01752N/APCEDUCATION - GENERAL OPERATING$9,550
HOUSTON ARTS ALLIANCE
5280 CAROLINE STREET SUITE 100HOUSTONTX77004N/APCVISUAL ART - PROJECT/PROGRAM$25,000
HOUSTON FOOD BANK
535 PORTWALL STREETHOUSTONTX77029N/APCCOMMUNITY PROJECTS - GENERAL OPERATING$100
HOUSTON FOOD BANK
535 PORTWALL STREETHOUSTONTX77029N/APCCOMMUNITY PROJECTS - GENERAL OPERATING$1,000
INDEPENDENT CURATORS INTERNATIONAL
401 BROADWAY SUITE 1620NEW YORKNY10013N/APCVISUAL ART - PROJECT/PROGRAM$10,000
INTERNATIONAL LANDSCAPE LIGHTING INSTITUTE INC
14352 KILLION STREETSHERMAN OAKSCA91401N/APCCOMMUNITY PROJECTS - GENERAL OPERATING$5,000
ISLAND HEALTH PROJECT
PO BOX 344FISHERS ISLANDNY06390N/APCCOMMUNITY PROJECTS - GENERAL OPERATING$500
ISLAND HEALTH PROJECT
PO BOX 344FISHERS ISLANDNY06390N/APCCOMMUNITY PROJECTS - GENERAL OPERATING$3,250
ISLAND HEALTH PROJECT
PO BOX 344FISHERS ISLANDNY06390N/APCCOMMUNITY PROJECTS - GENERAL OPERATING$3,500
JOAN
1206 MAPLE AVENUE SUITE 715LOS ANGELESCA90015N/APCVISUAL ART - PROJECT/PROGRAM$6,000
KENT SCHOOL CORPORATION
PO BOX 2006KENTCT06757N/APCEDUCATION - GENERAL OPERATING$2,000
KEY PENINSULA CIVIC CENTER
PO BOX 82VAUGHNWA98394N/APCCOMMUNITY PROJECTS - GENERAL OPERATING$2,000
KEY PENINSULA NEWS
PO BOX 3VAUGHNWA98394N/APCCOMMUNITY PROJECTS - GENERAL OPERATING$1,000
LITTLE SISTERS FUND
PO BOX 909HAILEYID83333N/APCCOMMUNITY PROJECTS - GENERAL OPERATING$7,500
LITTLE SISTERS FUND
PO BOX 909HAILEYID83333N/APCEDUCATION - GENERAL OPERATING$100
LONGBRANCH FOUNDATION
PO BOX 111LAKEBAYWA98349N/APCCOMMUNITY PROJECTS - GENERAL OPERATING$1,000
LOOMIS INSTITUTE
4 BATCHELDER ROADWINDSORCT06095N/APCEDUCATION - GENERAL OPERATING$5,000
METRO SQUASH NFP
6100 S COTTAGE GROVE AVENUECHICAGOIL60637N/APCCOMMUNITY PROJECTS - GENERAL OPERATING$10,000
MID ATLANTIC ARTS
201 NORTH CHARLES STREET SUITE 401BALTIMOREMD21201N/APCVISUAL ART - PROJECT/PROGRAM$10,000
MID-AMERICA ARTS ALLIANCE
2018 BALTIMORE AVENUEKANSAS CITYMO64108N/APCVISUAL ART - PROJECT/PROGRAM$15,000
MIDDLEBURY COLLEGE
700 EXCHANGE STREET SUITE 214MIDDLEBURYVT05753N/APCEDUCATION - GENERAL OPERATING$3,500
MOCA WESTPORT
19 NEWTOWN TURNPIKEWESTPORTCT06880N/APCCOMMUNITY PROJECTS - GENERAL OPERATING$1,500
MOONSHOT INITIATIVE INC
18 FIRST AVENUEKINGSTONNY12401N/APCVISUAL ART - PROJECT/PROGRAM$10,000
NANTUCKET CONSERVATION FOUNDATION INC
PO BOX 13NANTUCKETMA02554N/APCENVIRONMENT - GENERAL OPERATING$1,000
NANTUCKET LAND COUNCIL INC
6 ASH LANE PO BOX 502NANTUCKETMA02551N/APCENVIRONMENT - GENERAL OPERATING$1,000
NANTUCKET MARIA MITCHELL ASSOCIATION
4 VESTAL STREETNANTUCKETMA02554N/APCEDUCATION - GENERAL OPERATING$1,000
NATIONAL SAILING HALL OF FAME MUSEUM INC
365 THAMES STREETNEWPORTRI02840N/APCCOMMUNITY PROJECTS - GENERAL OPERATING$500
NEIGHBORHOOD STUDIOS OF FAIRFIELD COUNTY
150 ELM STREETBRIDGEPORTCT06604N/APCCOMMUNITY PROJECTS - GENERAL OPERATING$3,000
NEPP INC
63 SAINT JOHNS ROADWILTONCT06897N/APCENVIRONMENT - GENERAL OPERATING$1,000
NEUHAUS EDUCATION CENTER
4433 BISSONETBELLAIRETX77401N/APCEDUCATION - PROJECT/PROGRAM$30,000
NEW ENGLAND EQUINE RESCUE-NORTH INC
52 ASH STREETWEST NEWBURYMA01985N/APCCOMMUNITY PROJECTS - GENERAL OPERATING$5,000
NEW YORK FOUNDATION FOR THE ARTS
29 W 38TH STREET 9TH FLOORNEW YORKNY10018N/APCVISUAL ART - PROJECT/PROGRAM$8,915
NO GREATER SACRIFICE FOUNDATION
1101 PENNSYLVANIA AVENUE NW SUITEWASHINGTONDC20004N/APCCOMMUNITY PROJECTS - GENERAL OPERATING$2,000300
NORTH CAROLINA ARTS FOUNDATION
PO BOX 26263RALEIGHCT27611N/APCCOMMUNITY PROJECTS - GENERAL OPERATING$1,000
OHIO-WESLEYAN UNIVERSITY
61 S SANDUSKY STREETDELAWAREOH43015N/APCEDUCATION - GENERAL OPERATING$1,000
OHIO-WESLEYAN UNIVERSITY
61 S SANDUSKY STREETDELAWAREOH43015N/APCEDUCATION - GENERAL OPERATING$2,000
PA BRANCH INTERNATIONAL DYSLEXIA ASSOCIATION
PO BOX 562PHOENIXVILLEPA19460N/APCEDUCATION - PROJECT/PROGRAM$90,000
PEQUOT LIBRARY ASSOCIATION
720 PEQUOT AVENUESOUTHPORTCT06890N/APCCOMMUNITY PROJECTS - GENERAL OPERATING$4,000
PEQUOT LIBRARY ASSOCIATION
720 PEQUOT AVENUESOUTHPORTCT06890N/APCCOMMUNITY PROJECTS - GENERAL OPERATING$5,000
PRATT INSTITUTE
200 WILLOUGHBY AVENUEBROOKLYNNY11205N/APCVISUAL ART - PROJECT/PROGRAM$25,000
PRATT INSTITUTE
200 WILLOUGHBY AVENUEBROOKLYNNY11205N/APCVISUAL ART - PROJECT/PROGRAM$50,000
PREBLE STREET
55 PORTLAND STREETPORTLANDME04101N/APCCOMMUNITY PROJECTS - GENERAL OPERATING$17,750
PROVIDENCE PORTLAND MEDICAL FOUNDATION
4805 NE GLISAN STREET SUITE 1G14PORTLANDOR97213N/APCCOMMUNITY PROJECTS - GENERAL OPERATING$2,900
PROVIDENCE PORTLAND MEDICAL FOUNDATION
4805 NE GLISAN STREET SUITE 1G14PORTLANDOR97213N/APCCOMMUNITY PROJECTS - GENERAL OPERATING$3,000
RAISING A READER
3 SCHOOL STREET 3RD FLOORBOSTONMA02108N/APCEDUCATION - GENERAL OPERATING$5,550
RENBROOK SCHOOL
2865 ALBANY AVENUEWEST HARFORDCT06117N/APCEDUCATION - GENERAL OPERATING$1,000
ROSIE'S PLACE INC
889 HARRISON AVENUEBOSTONMA02118N/APCCOMMUNITY PROJECTS - GENERAL OPERATING$2,500
ROW NEW YORK
110 W 40TH STREET SUITE 602NEW YORKNY10018N/APCCOMMUNITY PROJECTS - GENERAL OPERATING$2,000
SACRED HEART UNIVERSITY
5151 PARK AVENUEFAIRFIELDCT06825N/APCEDUCATION - GENERAL OPERATING$5,000
SALISBURY SCHOOL
251 CANAAN ROADSALISBURYCT06068N/APCEDUCATION - GENERAL OPERATING$5,000
SAVE THE SOUND
900 CHAPEL STREET SUITE 2022NEW HAVENCT06510N/APCENVIRONMENT - GENERAL OPERATING$2,500
SCHENCK SCHOOL INC
282 MOUNT PARAN ROAD NWATLANTAGA30327N/APCEDUCATION - GENERAL OPERATING$3,500
SEA TURTLE CONSERVANCY
4581 NW 6TH STREET SUITE AGAINESVILLEFL32609N/APCENVIRONMENT - GENERAL OPERATING$2,000
SECOND STREET GALLERY INC
115 SECOND STREETCHARLOTTESVILLEVA22904N/APCVISUAL ARTS - GENERAL OPERATING$750
SHENANDOAH VALLEY ART CENTER INC
PO BOX 907WAYNESBOROVA22980N/APCVISUAL ARTS - GENERAL OPERATING$750
SHEPHERD CENTER FOUNDATION INC
2020 PEACHTREE ROADATLANTAGA30309N/APCCOMMUNITY PROJECTS - GENERAL OPERATING$5,000
SHORELINE ARTS ALLIANCE
63 WALL STREETMADISONCT06443N/APCVISUAL ART - PROJECT/PROGRAM$15,000
SOUTHPORT CONGREGATIONAL UNITED CHURCH
524 PEQUOT AVENUESOUTHPORTCT06890N/APCCOMMUNITY PROJECTS - GENERAL OPERATING$5,000
ST JOHN'S SCHOOL
2401 CLAREMONT LANEHOUSTONTX77019N/APCEDUCATION - GENERAL OPERATING$10,000
ST THOMAS MORE CATHOLIC CHURCH
374 MIDDLESEX ROADDARIENCT06820N/APCCOMMUNITY PROJECTS - GENERAL OPERATING$1,000
SUFFIELD ACADEMY
185 NORTH MAIN STREETSUFFIELDCT06078N/APCEDUCATION - GENERAL OPERATING$1,500
SUFFIELD ACADEMY
185 NORTH MAIN STREETSUFFIELDCT06078N/APCEDUCATION - GENERAL OPERATING$2,500
SUFFOLK UNIVERSITY
73 TREMONT STREETBOSTONMA02108N/APCEDUCATION - GENERAL OPERATING$5,000
SUSTAINABLE CT INC
PO BOX 300STORRSCT06268N/APCENVIRONMENT - GENERAL OPERATING$58,446
SUSTAINABLE CT INC
PO BOX 300STORRSCT06268N/APCENVIRONMENT - GENERAL OPERATING$131,014
SUSTAINABLE CT INC
PO BOX 300STORRSCT06268N/APCENVIRONMENT - PROJECT/PROGRAM$30,000
SUSTAINABLE CT INC
PO BOX 300STORRSCT06268N/APCENVIRONMENT - PROJECT/PROGRAM$100,000
SUSTAINABLE CT INC
PO BOX 300STORRSCT06268N/APCENVIRONMENT - PROJECT/PROGRAM$100,000
TAFT SCHOOL CORPORATION
110 WOODBURY ROADWATERTOWNCT06795N/APCEDUCATION - GENERAL OPERATING$3,500
TARA FARM RESCUE
670 BABCOCK HILL ROADCOVENTRYCT06238N/APCCOMMUNITY PROJECTS - GENERAL OPERATING$500
TEACH FOR AMERICA - GREATER PHILADELPHIA
100 W OXFORD STREET SUITE E-3000PHILADELPHIAPA19122N/APCEDUCATION - PROJECT/PROGRAM$50,000
TEN DIRECTIONS INC
318 W MAIN STREETCHESTERCT06412N/APCCOMMUNITY PROJECTS - GENERAL OPERATING$10,000
THE ANDREW K DWYER FOUNDATION
756 GUARD HILL ROADBEDFORDMA10506N/APCCOMMUNITY PROJECTS - GENERAL OPERATING$1,500
THE ANDREW K DWYER FOUNDATION
756 GUARD HILL ROADBEDFORDMA10506N/APCCOMMUNITY PROJECTS - GENERAL OPERATING$2,000
THE ART INSTITUTE OF CHICAGO
111 S MICHIGAN AVENUECHICAGOIL60603N/APCVISUAL ART - PROJECT/PROGRAM$150,000
THE BOSTON HOUSE HOPE AND HEALING FOR CHILDREN WITH CANCER
229 KENT STREETBROOKLINEMA02446N/APCCOMMUNITY PROJECTS - GENERAL OPERATING$5,000
THE ELLA PROJECT
400 ESPLANADE AVENUENEW ORLEANSLA70116N/APCVISUAL ART - PROJECT/PROGRAM$25,000
THE LEARNING ALLIANCE
PO BOX 2647VERO BEACHFL32961N/APCEDUCATION - GENERAL OPERATING$40,000
THE LEARNING ALLIANCE
PO BOX 2647VERO BEACHFL32961N/APCEDUCATION - PROJECT/PROGRAM$155,000
THE LIGHTHOUSE WORKS INC
PO BOX 385FISHERS ISLANDNY06390N/APCVISUAL ARTS - GENERAL OPERATING$2,000
THE LIGHTHOUSE WORKS INC
PO BOX 385FISHERS ISLANDNY06390N/APCVISUAL ARTS - GENERAL OPERATING$7,500
THE MUSTARD SEED PROJECT OF KEY PENINSULA
PO BOX 182VAUGHNWA98394N/APCCOMMUNITY PROJECTS - GENERAL OPERATING$2,000
THE WAYSIDE INN
72 WAYSIDE INN ROADSUDBURYMA01776N/APCCOMMUNITY PROJECTS - GENERAL OPERATING$5,000
TRIANGLE ARTWORKS
3119 BIRNAMWOOD ROADRALEIGHNC27607N/APCVISUAL ART - PROJECT/PROGRAM$47,000
TSM 14 ENTERPRISE CORP
2046 CROGHAN DRIVECARNEGIEPA15106N/APCCOMMUNITY PROJECTS - GENERAL OPERATING$10,000
TWO WATERS ARTS ALLIANCE
PO BOX 868VAUGHNWA98394N/APCVISUAL ARTS - GENERAL OPERATING$2,000
UNITED WAY-THOMAS JEFFERSON AREA
200 GARRETT STREET SUITE 1CHARLOTTESVILLEVA22902N/APCCOMMUNITY PROJECTS - GENERAL OPERATING$10,000
UNIVERSITY HOSPITALS HEALTH SYSTEMS INC
11100 EUCLID AVENUECLEVELANDOH44106N/APCCOMMUNITY PROJECTS - GENERAL OPERATING$3,550
UNIVERSITY HOSPITALS HEALTH SYSTEMS INC
11100 EUCLID AVENUECLEVELANDOH44106N/APCCOMMUNITY PROJECTS - GENERAL OPERATING$5,550
UNIVERSITY OF TEXAS AT AUSTIN
305 E 23RD STREETAUSTINTX78712N/APCEDUCATION - GENERAL OPERATING$10,000
USA SWIMMING FOUNDATION INC
1 OLYMPIC PLAZACOLORADO SPRINGSCO80909N/APCCOMMUNITY PROJECTS - GENERAL OPERATING$3,000
VANDERBILT UNIVERSITY MUSEUM OF ART
COHEN MEMORIAL HALL 1220 21STNASHVILLETN37203N/APCVISUAL ART - PROJECT/PROGRAM$5,000AVENUE SOUTH
VIA COLLABORATIVE ARTS CORPORATION
3109 BEVERLEY ROADBROOKLYNNY11226N/APCVISUAL ARTS - GENERAL OPERATING$1,000
VIRGINIA MUSEUM OF FINE ARTS FOUNDATION
200 N BOULEVARDRICHMONDVA23220N/APCVISUAL ARTS - GENERAL OPERATING$1,000
VIRGINIA TECH FOUNDATIONWVTF PUBLIC RADIO
3520 KINGSBURY ROADROANOKEVA24014N/APCCOMMUNITY PROJECTS - GENERAL OPERATING$1,000
WALSH PARK BENEVOLENT CORP
PO BOX 684FISHERS ISLANDNY06390N/APCCOMMUNITY PROJECTS - GENERAL OPERATING$5,000
WE CAN CORPORATION
783 ROUTE 28HARWICH PORTMA02646N/APCCOMMUNITY PROJECTS - GENERAL OPERATING$5,000
WELLESLEY COLLEGE
106 CENTRAL STREETWELLESLEYMA02481N/APCEDUCATION - GENERAL OPERATING$10,000
WESTERN RESERVE LAND CONSERVANCY
3850 CHAGRIN RIVER ROADMORELAND HILLSOH44022N/APCENVIRONMENT - GENERAL OPERATING$1,500
WESTMINSTER SCHOOLS INC
1424 W PACES FERRY ROAD NWATLANTAGA30327N/APCEDUCATION - GENERAL OPERATING$50,000
WESTPORT WRITERS WORKSHOP I INC
25 SYLVAN ROAD S SUITE JWESTPORTCT06881N/APCCOMMUNITY PROJECTS - GENERAL OPERATING$3,000
WETA-TV-FM
2775 SOUTH QUINCY STREETARLINGTONVA22206N/APCEDUCATION - PROJECT/PROGRAM$75,000
WILLIAM RAVEIS CHARITABLE FUND INC
7 TRAP FALLS ROADSHELTONCT06484N/APCCOMMUNITY PROJECTS - GENERAL OPERATING$3,500
WILLIAMS COLLEGE
75 PARK STREETWILLIAMSTOWNMA01267N/APCEDUCATION - GENERAL OPERATING$3,500
WORTHY JOHNSON SCHOLARSHIP TRUST INC
PO BOX 75SOUTHPORTCT06880N/APCCOMMUNITY PROJECTS - GENERAL OPERATING$2,750
WORTHY JOHNSON SCHOLARSHIP TRUST INC
PO BOX 75SOUTHPORTCT06880N/APCEDUCATION - GENERAL OPERATING$5,000
YELLOW TULIP PROJECT
63 FEDERAL STREETPORTLANDME04101N/APCCOMMUNITY PROJECTS - GENERAL OPERATING$3,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$2,870,727TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (11 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AAMC FOUNDATION
205 LEXINGTON AVENUE SUITE 901NEW YORKNY10016N/APCVISUAL ART - PROJECT/PROGRAM$140,000
AIM ACADEMY
1200 RIVER ROADCONSHOHOCKENPA19428N/APCEDUCATION - PROJECT/PROGRAM$123,600
ARTS DESIGN ALUMNI RESEARCH
PO BOX 25682PROVIDENCERI02905N/APCVISUAL ART - PROJECT/PROGRAM$39,500
GREENWAVE ORGANIZATION CORP
315 FRONT STREETNEW HAVENCT06513N/APCENVIRONMENT - PROJECT/PROGRAM$150,000
HOUSTON ARTS ALLIANCE
5280 CAROLINE STREET SUITE 100HOUSTONTX77004N/APCVISUAL ART - PROJECT/PROGRAM$25,000
MID ATLANTIC ARTS
201 NORTH CHARLES STREET SUITE 401BALTIMOREMD21201N/APCVISUAL ART - PROJECT/PROGRAM$10,000
MID-AMERICA ARTS ALLIANCE
2018 BALTIMORE AVEKANSAS CITYMO64108N/APCVISUAL ART - PROJECT/PROGRAM$15,000
PRATT INSTITUTE
200 WILLOUGHBY AVENUEBROOKLYNNY11205N/APCVISUAL ART - PROJECT/PROGRAM$140,000
SUSTAINABLE CT INC
PO BOX 300STORRSCT06268N/APCENVIRONMENT - GENERAL OPERATING$271,554
SUSTAINABLE CT INC
PO BOX 300STORRSCT06268N/APCENVIRONMENT - PROJECT/PROGRAM$200,000
THE ELLA PROJECT
400 ESPLANADE AVENUENEW ORLEANSLA70116N/APCVISUAL ART - PROJECT/PROGRAM$25,000
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$1,139,654TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Program Service Revenue Dtl ProgramServiceRevenueDtl

FieldValueIRS element (for citing)
DescCONFERENCE REGISTRATION INCOMEDesc
Related Or Exempt Function Incm$14,232RelatedOrExemptFunctionIncmAmt

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$5,163ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$455,577ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$13,936,843ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescOTHER INCOME THRU EHTF, LPDesc
Exclusion14ExclusionCd
Exclusion$75,805ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$14,473,388ExclusionAmt
Related Or Exempt Function Incm$14,232RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$14,487,620TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number1ALineNumberTxt
Relationship StatementREGISTRATION FEES FOR CONFERENCE TO PROMOTE "ARTIST'S THRIVE" INITITATIVE.RelationshipStatementTxt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryFINANCIAL STATEMENT AUDIT AND TAX RETURN PREPARATIONCategoryTxt
Amt$50,037Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$50,037DisbursementsCharitablePrpsAmt

Expenditure Responsibility Stmt ExpenditureResponsibilityStmt

Expenditure Responsibility ExpenditureResponsibilityGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1EARLYBIRD EDUCATIONBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1163 HIGHLAND AVENUE SUITE 1067AddressLine1Txt
CityNEEDHAMCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02494ZIPCd
FieldValueIRS element (for citing)
Grant2024-07-12GrantDt
Grant$150,000GrantAmt
Purpose Of GrantEDUCATION - PROJECT/PROGRAMPurposeOfGrantTxt
Any Diversion By GranteeTO THE GRANTOR'S KNOWLEDGE, NO FUNDS HAVE BEEN DIVERTED.AnyDiversionByGranteeTxt
Results Of VerificationTHE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT(S) FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT(S) WAS MADE.ResultsOfVerificationTxt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp

FieldValueIRS element (for citing)
AssetEHTF, LPAssetDesc
How AcquiredPURCHASEDHowAcquiredTxt
Basis MethodCOSTBasisMethodTxt
Sales Expense$0SalesExpenseAmt
Total Net$13,936,843TotalNetAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemEHTF, LP (99.998% INTEREST)CategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$76,393,763BookValueAmt
EOYFMV$95,220,066EOYFMVAmt

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp (4 entries)

Category Or ItemCategoryOrItemTxtCost Or Other BasisCostOrOtherBasisAmtAccumulated DepreciationAccumulatedDepreciationAmtBook ValueBookValueAmtEOYFMVEOYFMVAmt
LAND$120,000$0$120,000$120,000
BUILDINGS AND BUILDING IMPROVEMENTS$1,171,493$0$1,171,493$1,171,493
OFFICE EQUIPMENT$78,866$78,866$0
LEASEHOLD IMPROVEMENTS$231,019$231,019$0

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryGENERAL AND ADMINISTRATIVE LEGAL COUNSELCategoryTxt
Legal Fees$8,297LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$8,297DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (3 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ARTWORKS$27,467$27,467$27,467
DEPOSITS$19,150$15,102$15,102
INVESTMENT REDEMPTION IN TRANSIT$275,000$550,000$550,000

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
OFFICE AND OTHER EXPENSES$52,718$0$52,718
INSURANCE$19,868$0$19,868
PROGRAM RELATED EXPENSES$355,510$0$355,510
OTHER DEDUCTIONS THRU EHTF, LP$530,102$906,334$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (7 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
THRU SCHEDULE K-1 - ORDINARY BUSINESS INCOME (LOSS)$0$53,524$0
THRU SCHEDULE K-1 - NET RENTAL REAL ESTATE INCOME$0-$7,156$0
THRU SCHEDULE K-1 - ROYALTIES$0$1,180$0
THRU SCHEDULE K-1 - OTHER PORTFOLIO INCOME (LOSS)$0$492,179$0
THRU SCHEDULE K-1 - OTHER INCOME (LOSS)$0$3,051,399$0
CONFERENCE REGISTRATION INCOME$14,232$14,232
OTHER INCOME THRU EHTF, LP$75,805$75,805

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
PROPERTY HISTORICAL DESIGNATION CONSULTANTS$5,000$0$5,000
PROPERTY DESIGN AND PUBLIC RELATIONS CONSULTANTS$43,497$0$43,497

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL EXCISE TAX$135,546$0$0
FEDERAL AND STATE UNRELATED BUSINESS INCOME TAX$541$0$0
FOREIGN TAXES WITHHELD THRU SCHEDULE K-1$0$55,533$0