TAO JONES CHARITABLE FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- TAO JONES CHARITABLE FOUNDATION INC (EIN 46-4160093)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-17
- IRS object ID
- 202533219349102453
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-17T10:08:01-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 FIRST ST SE STE 800 | AddressLine1Txt |
| City | CEDAR RAPIDS | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 524011425 | 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 | 464160093 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TAO JONES CHARITABLE FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TAOJ | BusinessNameControlTxt |
| Phone | 6178345737 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 SOUTH POINTE DRIVE 2305 | AddressLine1Txt |
| City | MIAMI BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33139 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOSEPH S DEITCH | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6177993385 | 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 | SHAWNA HULS | PreparerPersonNm |
| PTIN | P01315330 | PTIN |
| Phone | 3192985333 | PhoneNum |
| Preparation | 2025-11-13 | PreparationDt |
| 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 | $24,458,622 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $654,142 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $652,377 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,177,631 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,836,869 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,177,631 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$47,162 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$47,162 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,784,611 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,782,846 | 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 |
| Accounting Fees Rev And Expnss | $13,272 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $23,370 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,370 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $254 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $254 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $36,896 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,370 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $254 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,241,200 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,241,200 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,278,096 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,370 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,241,454 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,493,485 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,777,476 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $4,698,920 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $779,092 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $779,092 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $8,164,088 | CorporateStockBOYAmt |
| Corporate Stock EOY | $9,398,351 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $13,378,142 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,293,259 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $5,199,590 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $7,684,929 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $10,301,388 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $19,355,857 | TotalAssetsBOYAmt |
| Total Assets EOY | $17,862,372 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $24,458,622 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $19,355,857 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $17,862,372 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $19,355,857 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $17,862,372 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $19,355,857 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $17,862,372 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $19,355,857 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,493,485 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $17,862,372 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $17,862,372 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $4,035,199 | $3,659,238 | $375,961 | $375,961 |
| CAPITAL GAINS DIVIDENDS | P | $801,670 | $801,670 | $801,670 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,177,631 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $24,707 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $24,707 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $24,707 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $15,054 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $36,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $51,054 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $26,347 | OverpaymentAmt |
| Applied To ES Tax | $26,347 | 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 | FL | 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 | GRAHAM SEED | IndividualWithBooksNm |
| Phone | 6178345737 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 FIRST AVENUE 6TH FLOOR | AddressLine1Txt |
| City | NEEDHAM | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02492 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| JOSEPH S DEITCH | ||||||||
| 100 SOUTH POINTE DRIVE UNIT 2305 | MIAMI BEACH | FL | 33139 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| MATTHEW F DEITCH | ||||||||
| 100 SOUTH POINTE DRIVE UNIT 2305 | MIAMI BEACH | FL | 33139 | VICE PRESIDENT | 0.00 | $0 | $0 | $0 |
| ERIC BRENMAN | ||||||||
| 250 FIRST AVENUE SUITE 302 | NEEDHAM | MA | 02494 | SECRETARY & TREASURER | 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 | $22,344,218 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,286,258 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $313,514 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $25,943,990 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $25,943,990 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $389,160 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $25,554,830 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,277,742 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,277,742 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $24,707 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $24,707 | TotalTaxAmt |
| Distributable Before Adj | $1,253,035 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,253,035 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,253,035 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,241,454 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,241,454 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,253,035 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $213,170 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $213,170 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,241,454 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,253,035 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,988,419 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,201,589 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,201,589 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $213,170 | ExcessFromYear1Amt |
| Excess From Current Year | $1,988,419 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (54 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ADRIENNE ARSHT CENTER FOUNDATION | |||||||
| 1300 BISCAYNE BLVD | MIAMI | FL | 33132 | PC | GENERAL SUPPORT | $10,000 | |
| ALL HANDS AND HEARTS | |||||||
| 8951 WILMOT HIGHWAY | MER ROUGE | LA | 71261 | PC | GENERAL SUPPORT | $50,000 | |
| AMNESTY INTERNATIONAL OF THE USA | |||||||
| 311 W 43RD STREET 7TH FLOOR | NEW YORK | NY | 10036 | PC | GENERAL SUPPORT | $25,000 | |
| ANIMAL RESCUE LEAGUE OF BOSTON | |||||||
| 10 ANNAS PLACE | DEDHAM | MA | 02026 | PC | GENERAL SUPPORT | $500 | |
| BAPTIST HEALTH OF SOUTH FLORIDA FOUNDATION | |||||||
| 6855 RED ROAD | CORAL GABLES | FL | 33143 | PC | GENERAL SUPPORT | $100,000 | |
| BELONG CENTER INC | |||||||
| 67 WEST ST OFFICE 337 | BROOKLYN | NY | 11222 | PC | GENERAL SUPPORT | $4,000 | |
| BETH ISRAEL DEACONESS MEDICAL CENTER | |||||||
| 33 BROOKLINE AVE | BOSTON | MA | 02215 | PC | GENERAL SUPPORT | $100,000 | |
| BRIDGE OVER TROUBLED WATERS | |||||||
| 47 WEST STREET 4TH FLOOR | BOSTON | MA | 02111 | PC | GENERAL SUPPORT | $25,000 | |
| CHARITY NAVIGATOR | |||||||
| 299 MARKET STREET SUITE 250 | SADDLE BROOK | NJ | 07663 | PC | GENERAL SUPPORT | $100 | |
| COMBINED JEWISH PHILANTHROPIES | |||||||
| KRAFT FAMILY BUILDING 126 HIGH | BOSTON | MA | 02110 | PC | GENERAL SUPPORT | $10,000 | STREET |
| COMMONWEALTH CARES FUND INC | |||||||
| ONE EAST 75TH STREET | NEW YORK | NY | 10021 | PC | GENERAL SUPPORT | $50,000 | |
| CURE AND ERA | |||||||
| 36799 S DICKEY PRAIRIE ROAD | MOLALLA | OR | 97038 | PC | GENERAL SUPPORT | $1,000 | |
| DANA-FARBER CANCER INSTITUTE | |||||||
| 450 BROOKLINE AVENUE | BOSTON | MA | 02115 | PC | CHAIR ENDOWMENT | $1,400,000 | |
| DANA-FARBER CANCER INSTITUTE | |||||||
| 450 BROOKLINE AVENUE | BOSTON | MA | 02115 | PC | AI AND MACHINE LEARNING SUPPORT | $100,000 | |
| DANA-FARBER CANCER INSTITUTE | |||||||
| 450 BROOKLINE AVENUE | BOSTON | MA | 02115 | PC | CENTERS FOR EARLY DETECTION AND INTERCEPTION SUPPORT | $200,000 | |
| DOCTORS WITHOUT BORDERS | |||||||
| 40 RECTOR STREET 16TH FLOOR | NEW YORK | NY | 10006 | PC | GENERAL SUPPORT | $50,000 | |
| FACING HISTORY AND OURSELVES | |||||||
| 89 SOUTH ST STE 401 | BOSTON | MA | 02111 | PC | GENERAL SUPPORT | $5,000 | |
| GREATER WORCESTER COMMUNITY FOUNDATION | |||||||
| 1 MERCANTILE ST SUITE 10 | WORCESTER | MA | 01608 | PC | GENERAL SUPPORT | $100,000 | |
| HALE EDUCATION | |||||||
| 80 CARBY ST | WESTWOOD | MA | 02090 | PC | GENERAL SUPPORT | $10,000 | |
| HALEY HOUSE | |||||||
| 23 DARTMOUTH ST | BOSTON | MA | 02116 | PC | GENERAL SUPPORT | $5,000 | |
| HARVARD MEDICAL SCHOOL | |||||||
| 1033 MASSACHUSETTS AVE STE 3 | CAMBRIDGE | MA | 02138 | PC | SYNTHETICS BIOLOGY FUND SUPPORT | $50,000 | |
| HARVARD MEDICAL SCHOOL | |||||||
| 1033 MASSACHUSETTS AVE STE 3 | CAMBRIDGE | MA | 02138 | PC | Q-FASTER FUND SUPPORT | $50,000 | |
| HEALTH NETWORK FOUNDATION | |||||||
| 110 S MARTIN LUTHER KIND JR DR | INDIANOLA | IN | 38751 | PC | GENERAL SUPPORT | $25,000 | |
| IHELP INC | |||||||
| 747 SE 27TH DR | HOMESTEAD | FL | 33033 | PC | GENERAL SUPPORT | $5,000 | |
| INTERMOUNTAIN FOUNDATION | |||||||
| PO BOX 86537 | TUCSON | AZ | 85754 | PC | GENERAL SUPPORT | $100,000 | |
| INTERNATIONAL CENTER OF PHOTOGRAPHY | |||||||
| 79 ESSEX STREET | NEW YORK | NY | 10002 | PC | GENERAL SUPPORT | $200 | |
| JACKSON HEALTH FOUNDATION | |||||||
| 1500 NW 12TH AVE STE 1117 | MIAMI | FL | 33136 | PC | GENERAL SUPPORT | $100,000 | |
| MAGEE-WOMEN'S RESEARCH INSTITUTE AND FOUNDATION | |||||||
| 3240 CRAFT PL STE 100 | PITTSBURGH | PA | 15213 | PC | GENERAL SUPPORT | $100,000 | |
| MAINE ADAPTIVE SPORTS AND RECREATION | |||||||
| 2 MAIN STREET | BETHEL | ME | 04217 | PC | GENERAL SUPPORT | $1,000 | |
| MASSACHUSETTS GENERAL HOSPITAL | |||||||
| 55 FRUIT ST | BOSTON | MA | 02114 | PC | GENERAL SUPPORT | $101,000 | |
| MIAMI WATERKEEPER | |||||||
| PO BOX 141596 | CORAL GABLES | FL | 33114 | PC | GENERAL SUPPORT | $500 | |
| MUSEUM OF FINE ARTS BOSTON | |||||||
| 465 HUNTINGTON AVENUE | BOSTON | MA | 02115 | PC | GENERAL SUPPORT | $3,000 | |
| NATIONAL ORGANIZATION FOR ALBINISM AND HYPOPIGMENTATION (NOAH) | |||||||
| PO BOX 959 | EAST HAMSTEAD | NH | 03826 | PC | GENERAL SUPPORT | $1,000 | |
| NATIONAL PUBLIC RADIO INC | |||||||
| 1111 NORTH CAPITOL STREET NE | WASHINGTON | DC | 20002 | PC | GENERAL SUPPORT | $10,000 | |
| NEVADA DONOR NETWORK | |||||||
| 2055 E SAHARA AVE | LAS VEGAS | NV | 89104 | PC | GENERAL SUPPORT | $35,000 | |
| NINOS DE LA LUZ | |||||||
| 2245 NW 14TH ST | MIAMI | FL | 33125 | PC | GENERAL SUPPORT | $500 | |
| ONE DROP FOUNDATION | |||||||
| 950 GRIER DR | LAS VEGAS | NV | 89119 | PC | GENERAL SUPPORT | $11,900 | |
| ONE WISH PROJECT | |||||||
| 89 MAIN ST SUITE 300 | ANDOVER | MA | 01810 | PC | GENERAL SUPPORT | $500 | |
| OPPORTUNITY VILLAGE FOUNDATION | |||||||
| 6050 S BUFFALO DR | LAS VEGAS | NV | 89113 | PC | GENERAL SUPPORT | $10,000 | |
| PACHAMAMA ALLIANCE | |||||||
| 1009 GENERAL KENNEDY AVE | SAN FRANCISCO | CA | 94129 | PC | GENERAL SUPPORT | $5,000 | |
| PAN-MASS CHALLENGE | |||||||
| 77 4TH AVE | NEEDHAM | MA | 02494 | PC | GENERAL SUPPORT | $500 | |
| PEREZ ART MUSEUM | |||||||
| 1103 BISCAYNE BLVD | MIAMI | FL | 33132 | PC | GENERAL SUPPORT | $10,000 | |
| PROTECT DEMOCRACY PROJECT | |||||||
| 2020 PENNSYLVANIA AVENUE NW 163 | WASHINGTON | DC | 20006 | PC | GENERAL SUPPORT | $100,000 | |
| SHELTERBOX | |||||||
| PO BOX 5055 | SANTA BARBARA | CA | 93150 | PC | GENERAL SUPPORT | $75,000 | |
| SMITHSONIAN INSTITUTION | |||||||
| 1000 JEFFERSON DRIVE SW | WASHINGTON | DC | 20560 | PC | GENERAL SUPPORT | $10,000 | |
| THE JUST ONE PROJECT | |||||||
| 1401 N DECATUR BLVD SUITE 34 | LAS VEGAS | NV | 89108 | PC | GENERAL SUPPORT | $10,000 | |
| THE LENNY ZAKIM FUND | |||||||
| 33 ARCH STREET 26TH FLOOR | BOSTON | MA | 02110 | PC | GENERAL SUPPORT | $5,000 | |
| THE OTHER SIDE VILLAGE | |||||||
| 1882 W INIDIANA AVE | SALT LAKE CITY | UT | 84104 | PC | GENERAL SUPPORT | $20,000 | |
| UNITED STATES HOLOCAUST MEMORIAL MUSEUM | |||||||
| 100 RAOUL WALLENBERG PLACE SW | WASHINGTON | DC | 20024 | PC | GENERAL SUPPORT | $1,000 | |
| UNIVERSITY OF MIAMI | |||||||
| 1320 S DIXIE HWY STE 100 | CORAL GABLES | FL | 33146 | PC | GENERAL SUPPORT | $107,500 | |
| UNIVERSITY OF NEVADA - RENO FOUNDATION | |||||||
| 1664 N VIRGINIA ST | RENO | NV | 89557 | PC | GENERAL SUPPORT | $10,000 | |
| WGBH EDUCATION FOUNDATION | |||||||
| ONE GUEST STREET | BOSTON | MA | 02135 | PC | GENERAL SUPPORT | $10,000 | |
| WIKIMEDIA FOUNDATION | |||||||
| 1 MONTGOMERY ST STE 1600 | SAN FRANCISCO | CA | 94104 | PC | GENERAL SUPPORT | $2,000 | |
| WORCESTER CENTER FOR PERFORMING ARTS | |||||||
| 2 SOUTHBRIDGE ST | WORCESTER | MA | 01608 | PC | GENERAL SUPPORT | $25,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,241,200 | 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 | $654,142 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,177,631 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP INCOME/(LOSS) | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | -$47,162 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,784,611 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,784,611 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $13,272 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMERICAN BEACON SMALL CAP VAL R5 | $698,808 | $877,110 |
| BAILLIE GIFFORD INTL ALPHA INSTL | $609,795 | $655,890 |
| BERKSHIRE HATHAWAY IN CL A | $41,839 | $2,773,932 |
| MFS VALUE FUND CLASS I | $2,971,284 | $3,754,911 |
| TRANSAMERICA INTL EQUITY CL I | $924,550 | $976,492 |
| GOLDMAN SACHS GQG PARTNERS INTL | $1,056,812 | $886,323 |
| NYLI WINSLOW LRG CAP GROWTH FUND | $3,095,263 | $3,453,484 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ISHARES CORE S&P US VALUE ETF | AT COST | $3,559,584 | $5,570,574 |
| ISHARES RUSSEL 1000 VALUE ETF | AT COST | $1,456,160 | $1,696,409 |
| VANGUARD INDEX FDS VANGUARD GROWTH | AT COST | $2,005,514 | $2,063,689 |
| VANGUARD SMALL CAP VALUE & INDEX FDS VALUE | AT COST | $346,353 | $657,202 |
| XPV WATER FUND III LP | AT COST | $317,318 | $313,514 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ANNUAL FILINGS, REGISTRATIONS, LICENSES | Desc |
| Revenue And Expenses Per Books | $254 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $254 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP INCOME/(LOSS) | Desc |
| Revenue And Expenses Per Books | -$47,162 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | -$47,162 | NetInvestmentIncomeAmt |
| Adjusted Net Income | -$47,162 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX | $5,370 | $5,370 | $0 |
| EXCISE TAX | $18,000 | $0 | $0 |