TWO LIGHTS FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- TWO LIGHTS FOUNDATION INC (EIN 47-1342003)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-13
- IRS object ID
- 202533179349102588
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-13T13:46:35-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 331197384 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDERSEN TAX LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1177 AVENUE OF THE AMERICAS 18TH | AddressLine1Txt |
| Address Line2 | FLOOR | AddressLine2Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 471342003 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TWO LIGHTS FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TWOL | BusinessNameControlTxt |
| Phone | 6462135100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 61020 | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80206 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROGER S GOODELL | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 6462135100 | PhoneNum |
| Signature | 2025-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAN DEPAOLI | PreparerPersonNm |
| PTIN | P00371138 | PTIN |
| Phone | 6462135100 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $10,609,988 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $170,920 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $170,920 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $52,680 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $302,131 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $52,680 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $223,600 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $223,600 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $6,535 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,200 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $3,335 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $8,562 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $877 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $7,570 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $7,570 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $22,667 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $11,647 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,335 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,313,820 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,313,820 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,336,487 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $11,647 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,317,155 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,112,887 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $211,953 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,065,556 | CashBOYAmt |
| Cash EOY | $193,998 | CashEOYAmt |
| Cash EOYFMV | $193,998 | CashEOYFMVAmt |
| Corporate Stock BOY | $5,033,630 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,815,661 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $9,823,527 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $392,694 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $406,706 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $367,948 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $186,017 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $150,445 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $224,515 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $6,677,897 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,566,810 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,609,988 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $2,131,864 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,131,864 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $4,546,033 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,434,946 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,677,897 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,566,810 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,677,897 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,566,810 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,677,897 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,112,887 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,800 | OtherIncreasesAmt |
| Subtotal | $5,566,810 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,566,810 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| INGALLS & SNYDER - 9670 | $1,869 | -$1,869 | -$1,869 | ||
| INGALLS & SNYDER - 9670 | $4,010 | -$4,010 | -$4,010 | ||
| FIDELITY - 8003 | $18,264 | $6,789 | $6,789 | $25,053 | |
| FIDELITY - 8003 | $192,130 | $81,060 | $81,060 | $273,190 | |
| FIDELITY - 8003 - CAP GAIN DISTRIBUTION | $3,888 | $3,888 | $3,888 | ||
| LOSS ON DISPOSITION OF ARROWMARK GLOBAL OPPORTUNITY FUND | $32,931 | -$32,931 | -$32,931 | P | |
| ARROWMARK GLOBAL OPPORTUNITY FUND | $247 | -$247 | -$247 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $52,680 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,946 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,946 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,946 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,369 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $3,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $6,369 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $3,423 | OverpaymentAmt |
| Applied To ES Tax | $3,423 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | CO ANDERSEN TAX LLC D DEPAOLI | IndividualWithBooksNm |
| Phone | 6462135100 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1177 AVENUE OF THE AMERICAS 18TH | AddressLine1Txt |
| Address Line2 | FLOOR | AddressLine2Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ROGER S GOODELL | ||||||||
| PO BOX 61020 | DENVER | CO | 80206 | TREASURER AND SECRETARY | 0.00 | $0 | $0 | $0 |
| JANE S GOODELL | ||||||||
| PO BOX 61020 | DENVER | CO | 80206 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $10,160,915 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $326,763 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,487,678 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $10,487,678 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $157,315 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,330,363 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $516,518 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $516,518 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,946 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,946 | TotalTaxAmt |
| Distributable Before Adj | $513,572 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $513,572 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $513,572 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,317,155 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,317,155 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $513,572 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,039,902 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,441,400 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $978,071 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $692,703 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,253,688 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $5,405,764 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,317,155 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $513,572 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $803,583 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $6,209,347 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $1,039,902 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $5,169,445 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,441,400 | ExcessFromYear4Amt |
| Excess From Year3 | $978,071 | ExcessFromYear3Amt |
| Excess From Year2 | $692,703 | ExcessFromYear2Amt |
| Excess From Year1 | $1,253,688 | ExcessFromYear1Amt |
| Excess From Current Year | $803,583 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ROGER S GOODELL | ContributingManagerNm |
| Contributing Manager | JANE S GOODELL | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BIG BROTHERS BIG SISTERS OF AMERICA | ||||||
| 2202 N WESTSHORE BLVD SUITE 455 | TAMPA | FL | 33607 | PC | GENERAL USE | $22,120 |
| DIA ART FOUNDATION | ||||||
| 535 W 22ND ST | NEW YORK | NY | 10011 | PC | GENERAL USE | $618,000 |
| PORTLAND MUSEUM OF ART | ||||||
| SEVEN CONGRESS SQUARE | PORTLAND | ME | 04101 | PC | GENERAL USE | $10,000 |
| REFORMED CHURCH OF BRONXVILLE | ||||||
| 180 PONDFIELD ROAD | BRONXVILLE | NY | 10708 | PC | GENERAL USE | $12,000 |
| OPEN SPACE INSTITUTE | ||||||
| 1370 BROADWAY 5TH FLOOR | NEW YORK | NY | 10018 | PC | GENERAL USE | $24,200 |
| PUPPIES BEHIND BARS | ||||||
| 263 WEST 38TH STREET 4TH FLOOR | NEW YORK | NY | 10018 | PC | GENERAL USE | $1,000 |
| JANSEN MEMORIAL HOSPICE | ||||||
| 670 WHITE PLAINS ROAD SUITE 213 | SCARSDALE | NY | 10583 | PC | GENERAL USE | $1,000 |
| GOODWILL INDUSTRIES NYNJ | ||||||
| 25 ELM PLACE 3RD FLOOR | BROOKLYN | NY | 11201 | PC | GENERAL USE | $2,300 |
| KETCHA OUTDOORS | ||||||
| 336 BLACK POINT RD | SCARBOROUGH | ME | 04074 | PC | GENERAL USE | $3,000 |
| WOMEN'S COACHING ALLIANCE | ||||||
| 127 CLARENDON RD | BURLINGAME | CA | 94010 | PC | GENERAL USE | $57,500 |
| RADICAL HOPE INC | ||||||
| 9 STACEY CIRCLE | CONCORD | MA | 01742 | PC | GENERAL USE | $25,000 |
| SANCTUARY FOR FAMILIES | ||||||
| PO BOX 1406 WALL STREET STATION | NEW YORK | NY | 10268 | PC | GENERAL USE | $25,000 |
| SESAME WORKSHOP | ||||||
| 1900 BROADWAY | NEW YORK | NY | 10023 | PC | GENERAL USE | $2,500 |
| KAPLAN JCC ON THE PALISADES | ||||||
| 411 EAST CLINTON AVENUE | TENAFLY | NJ | 07670 | PC | GENERAL USE | $2,500 |
| YOU GOTTA BELIEVE | ||||||
| 254 W 31ST STREET 5TH FLOOR | NEW YORK | NY | 10001 | PC | GENERAL USE | $1,000 |
| DESTINATION COLLEGE | ||||||
| 100 CALIFORNIA RD | MOUNT VERNON | NY | 10552 | PC | GENERAL USE | $1,000 |
| THE PICTURE HOUSE REGIONAL FILM CENTER | ||||||
| 175 WOLFS LANE | PELHAM | NY | 10803 | PC | GENERAL USE | $500 |
| PROUTS NECK HISTORICAL SOCIETY | ||||||
| PO BOX 993 | SCARBOROUGH | ME | 04070 | PC | GENERAL USE | $200 |
| BRONXVILLE SCHOOL FOUNDATION INC | ||||||
| 177 PONDFIELD RD | BRONXVILLE | NY | 10708 | PC | GENERAL USE | $1,000 |
| THE GIRLS FOUNDATION OF TANZANIA | ||||||
| PO BOX 11224 | PORTLAND | ME | 04104 | PC | GENERAL USE | $1,000 |
| MAINSPRINGS | ||||||
| PO BOX 4541 | TULSA | OK | 74159 | PC | GENERAL USE | $1,000 |
| COMMUNITY FUND OF BRONXVILLE EASTCHESTER TUCKAHOE INC | ||||||
| 15 PARK PLACE | BRONXVILLE | NY | 10708 | PC | GENERAL USE | $2,000 |
| CHAUTAUQUA INSTITUTION | ||||||
| PO BOX 28 | CHAUTAUQUA | NY | 14722 | PC | GENERAL USE | $500,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,313,820 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $170,920 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $52,680 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $223,600 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $223,600 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VANGUARD TOTAL BOND MARKET INDEX ADMIRAL (VBTLX) | $237,834 | $211,766 |
| DODGE & COX INCOME FL I (DODIX) | $168,872 | $156,182 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (8 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| INGALLS & SNYDER - 9670 - EQUITIES | $414,268 | $667,894 |
| SPDR S&P500 ETF TRUST TRUST UNIT DEPOSITARY RECEIPT (SPY) | $1,305,592 | $2,894,550 |
| VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF (VEA) | $132,759 | $193,671 |
| VANGUARD INDEX FUNDS S&P 500 ETF USD (VOO) | $2,163,295 | $4,338,262 |
| VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF (VTI) | $525,692 | $1,202,712 |
| INVESCO QQQ TR UNIT SER 1 (QQQ) | $103,301 | $305,716 |
| ARTISAN INTL VALUE FUND INSTL (APHKX) | $110,798 | $156,497 |
| OAKMARK INTL FUND INSTL (OANIX) | $59,956 | $64,225 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| SCHWAB STRATEGIC TR US TIPS ETF (SCHP) | AT COST | $72,864 | $69,379 |
| ISHARES GOLD TR ISHARES NEW (IAU) | AT COST | $77,581 | $153,085 |
| FIDELITY GOVT MMKT PREMIUM CLASS | AT COST | $0 | $2,051 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INGALLS & SNYDER | Desc |
| Revenue And Expenses Per Books | $7,570 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $7,570 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BASIS ADJUSTMENT | Desc |
| Amt | $1,800 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CORPORATION SERVICE COMPANY EXPENSE | $135 | $0 | $135 |
| ANDERSEN TAX | $6,400 | $3,200 | $3,200 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES WITHHELD | $877 | $877 | $0 |
| DE TAX PAID | $25 | $0 | $0 |
| FEDERAL TAXES PAID | $7,660 | $0 | $0 |