THE LINDA AND LENNY BELL FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- THE LINDA AND LENNY BELL FAMILY FOUNDATION (EIN 27-6963832)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-07
- IRS object ID
- 202543119349101004
- 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
- Schedule B
- Depreciation Schedule
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-07T07:45:08-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | 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 | 276963832 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Linda and Lenny Bell Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | LIND | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Leonard Bell | PersonNm |
| Person Title | Co-Trustee | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2025-11-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | 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 | $76,058,547 | 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 | $3,794,378 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $36,655 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $36,655 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,367,444 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,367,444 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $990,087 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,644,685 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $990,087 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $35,354 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $35,354 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $6,223,918 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,429,540 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $111,138 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $111,138 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $41,799 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,899 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $80,836 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $17,048 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $63,788 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $233,773 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $131,085 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $63,788 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,891,309 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,641,309 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,125,082 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $131,085 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,705,097 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,098,836 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,298,455 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $351,743 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,802,014 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,802,014 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $2,071 | AcctRcvblBOYAmt |
| US Government Obligations BOY | $5,956,433 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $6,086,446 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $6,211,542 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $41,011,224 | CorporateStockBOYAmt |
| Corporate Stock EOY | $42,796,468 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $61,179,508 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $5,912,070 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $5,729,749 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $6,050,429 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $473,391 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $654,600 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $815,054 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $250,000 | OtherAssetsBOYAmt |
| Total Assets BOY | $53,956,932 | TotalAssetsBOYAmt |
| Total Assets EOY | $57,069,277 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $76,058,547 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $53,956,932 | RetainedEarningBOYAmt |
| Retained Earning EOY | $57,069,277 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $53,956,932 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $57,069,277 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $53,956,932 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $57,069,277 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $53,956,932 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,098,836 | ExcessRevenueOverExpensesAmt |
| Other Increases | $13,509 | OtherIncreasesAmt |
| Subtotal | $57,069,277 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $57,069,277 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $6,644,685 | GrossSalesPriceAmt |
| Cost Or Other Basis | $5,654,598 | CostOrOtherBasisAmt |
| Gain Or Loss | $990,087 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $990,087 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $990,087 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $31,949 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $31,949 | SubtotalAmt |
| Tax Based On Investment Income | $31,949 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $24,039 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $8,400 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $32,439 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $490 | OverpaymentAmt |
| Applied To ES Tax | $490 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CT | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | 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 |
|---|---|---|---|---|---|---|---|---|
| Leonard Bell | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Co-Trustee | 1.0 | $0 | $0 | $0 |
| Linda Bell | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Co-Trustee | 1.0 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Goldman Sachs & CO LLC | |||||
| 200 WEST STREET | NEW YORK | NY | 10282 | Investment Mgmt | $111,138 |
| Foundation Source | |||||
| 55 Walls Drive Suite 302 | Fairfield | CT | 06824 | Administrative | $63,788 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $68,362,003 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $909,594 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $815,054 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $70,086,651 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $70,086,651 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,051,300 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $69,035,351 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,451,768 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,451,768 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $31,949 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $31,949 | TotalTaxAmt |
| Distributable Before Adj | $3,419,819 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $13,509 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,433,328 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $3,433,328 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,705,097 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $2,705,097 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,433,328 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $2,333,081 | UndistributedIncomePYAmt |
| Qualifying Distributions | $2,705,097 | QualifyingDistributionsAmt |
| Applied To Year1 | $2,333,081 | AppliedToYear1Amt |
| Applied To Current Year | $372,016 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $3,061,312 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Leonard Bell | ContributingManagerNm |
| Contributing Manager | Linda Bell | 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 RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICA VOTES EDUCATION FUND | |||||||
| 1155 CONNECTICUT AVE NW STE 600 | WASHINGTON | DC | 20036 | N/A | PC | General & Unrestricted | $950,000 |
| AMERICAN INDEPENDENT FOUNDATION | |||||||
| 800 MAINE AVE SW | WASHINGTON | DC | 20024 | N/A | PC | General & Unrestricted | $200,000 |
| CONGREGATION B'NAI JACOB | |||||||
| 75 RIMMON RD | WOODBRIDGE | CT | 06525 | N/A | PC | Building Fund | $50,000 |
| FAIR HAVEN COMMUNITY HEALTH CLINIC INC | |||||||
| 374 GRAND AVE | NEW HAVEN | CT | 06513 | N/A | PC | General & Unrestricted | $25,000 |
| FLORIDA ALLIANCE FOR CIVIC ENGAGEMENT INC | |||||||
| 25550 SW 152ND AVE | HOMESTEAD | FL | 33032 | N/A | PC | General & Unrestricted | $75,000 |
| FRIENDS OF THE CHILMARK PRE-SCHOOL INC | |||||||
| 8 STATE RD 425 | CHILMARK | MA | 02535 | N/A | PC | General & Unrestricted | $50,000 |
| GREENBURGH HEBREW CENTER | |||||||
| 515 BROADWAY | DOBBS FERRY | NY | 10522 | N/A | PC | General Fund and Campaign for GHC Fund | $25,000 |
| HOSPICE OF MARTHAS VINEYARD INC | |||||||
| 455 STATE RD PMB 244 | VINEYARD HAVEN | MA | 02568 | N/A | PC | General & Unrestricted | $25,000 |
| MARTHAS VINEYARD HEBREW CENTER | |||||||
| PO BOX 692 | VINEYARD HVN | MA | 02568 | N/A | PC | Annual Appeal | $20,000 |
| MARTHAS VINEYARD HEBREW CENTER | |||||||
| PO BOX 692 | VINEYARD HVN | MA | 02568 | N/A | PC | General & Unrestricted | $41,800 |
| MARTHAS VINEYARD HOSPITAL INC | |||||||
| PO BOX 1477 | OAK BLUFFS | MA | 02557 | N/A | PC | General & Unrestricted | $25,000 |
| MV YOUTH INC | |||||||
| 5 BASSWOOD LN | CHILMARK | MA | 02535 | N/A | PC | General & Unrestricted | $10,000 |
| NEW VENTURE FUND | |||||||
| PO BOX 37734 | BALTIMORE | MD | 21297 | N/A | PC | Civic Responsibility Project | $100,000 |
| NEW VENTURE FUND | |||||||
| PO BOX 37734 | BALTIMORE | MD | 21297 | N/A | PC | Voter Engagement Fund - Culture of Voting Initiative | $400,000 |
| PARKINSONS FOUNDATION INC | |||||||
| 5757 WATERFORD DISTRICT DR STE 310 | MIAMI | FL | 33126 | N/A | PC | General & Unrestricted | $25,000 |
| PRIME COALITION INC | |||||||
| 625 MASSACHUSETTS AVE 2ND FLOOR | CAMBRIDGE | MA | 02139 | N/A | PC | General & Unrestricted | $263,509 |
| SECURE COMMUNITY NETWORK INC | |||||||
| 350 W HUBBARD ST STE 470 | CHICAGO | IL | 60654 | N/A | PC | General & Unrestricted | $500,000 |
| SHERIFFS MEADOW FOUNDATION | |||||||
| PO BOX 3000 PMB 3162 | WEST TISBURY | MA | 02575 | N/A | PC | General & Unrestricted | $25,000 |
| STRATTON FAMILY FUND LIMITED | |||||||
| 74 FOUNDERS HILL RD | STRATTON MOUNTAIN | VT | 05155 | N/A | PC | General & Unrestricted | $5,000 |
| SUSTAINABLE MARKETS FOUNDATION | |||||||
| 40 W 37TH ST STE 1000 | NEW YORK | NY | 10018 | N/A | PC | General & Unrestricted | $1,000 |
| THE JEWISH FEDERATION OF GREATER NEW HAVEN INC | |||||||
| 360 AMITY RD | WOODBRIDGE | CT | 06525 | N/A | PC | Security Fund | $25,000 |
| WHITE PLAINS HOSPITAL MEDICAL CENTER | |||||||
| 41 E POST RD | WHITE PLAINS | NY | 10601 | N/A | PC | General & Unrestricted | $25,000 |
| YALE NEW HAVEN HOSPITAL | |||||||
| 20 YORK ST | NEW HAVEN | CT | 06510 | N/A | PC | General & Unrestricted | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,891,309 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $36,655 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,367,444 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $990,087 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | K-1 Inc/Loss | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $35,354 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $2,429,540 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,429,540 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Bell Leonard | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | TWO INTERNATIONAL PLACE | AddressLine1Txt |
| City | Boston | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $3,794,378 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (20 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | ADVANCED MICRO DEVICES INC AMD, 791 sh. | $99,733 | 2024-12-24 |
| 1 | ALPHABET INC CL C GOOG, 1900 sh. | $373,225 | 2024-12-24 |
| 1 | APPLE INC AAPL, 7106 sh. | $1,824,466 | 2024-12-24 |
| 1 | ARISTA NETWORKS ANET, 496 sh. | $56,450 | 2024-12-24 |
| 1 | ASML HOLDING NV NY REG SHS ASML, 79 sh. | $56,690 | 2024-12-24 |
| 1 | AUTODESK, INC ADSK, 231 sh. | $69,059 | 2024-12-24 |
| 1 | SALESFORCE.COM CRM, 46 sh. | $15,773 | 2024-12-24 |
| 1 | TOKYO ELECTRON LTD TOELY, 313 sh. | $23,801 | 2024-12-24 |
| 1 | FERRARI NV RACE, 150 sh. | $64,837 | 2024-12-24 |
| 1 | INTUIT INTU, 210 sh. | $134,570 | 2024-12-24 |
| 1 | NRG ENERGY NRG, 1082 sh. | $100,485 | 2024-12-24 |
| 1 | ONEOK INC OKE, 1093 sh. | $111,065 | 2024-12-24 |
| 1 | ROYAL CARRIBEAN CRUISE RCL, 126 sh. | $30,085 | 2024-12-24 |
| 1 | S&P GLOBAL INC COM SPGI, 51 sh. | $25,576 | 2024-12-24 |
| 1 | AUTOZONE INC AZO, 11 sh. | $35,967 | 2024-12-24 |
| 1 | BOSTON SCIENTIFIC BSX, 510 sh. | $46,091 | 2024-12-24 |
| 1 | BROADCOM INC AVGO, 2230 sh. | $529,656 | 2024-12-24 |
| 1 | CHIPOTLE MEX GRILL CMG, 1300 sh. | $80,626 | 2024-12-24 |
| 1 | CONOCOPHILLIPS COP, 638 sh. | $61,580 | 2024-12-24 |
| 1 | CONSTELLATION ENERGY GROUP INC CEG, 239 sh. | $54,643 | 2024-12-24 |
Depreciation Schedule DepreciationSchedule
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (3 entries)
| IdentifierIdentifierTxt | Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|---|
| FORM 8865 | FORM 8865 | THE FOUNDATION HAS PREPARED THIS FORM TO THE BEST OF ITS ABILITY BASED ON THE LIMITED INFORMATION PROVIDED TO IT BY THE INVESTMENT ON WHICH THE FOUNDATION IS REPORTING AND ON THE BASIS OF HAVING RECEIVED NO INFORMATION TO THE CONTRARY. ANY MISSING OR INCOMPLETE INFORMATION IS DUE TO THE FOUNDATION'S INABILITY TO OBTAIN SUCH INFORMATION AND IS NOT A WILLFUL ATTEMPT TO WITHHOLD SUCH INFORMATION. |
| FORM 926 | FORM 926 | The Foundation has prepared these forms to the best of its ability based on the limited information provided to it by the investment on which the Foundation is reporting and on the basis of having received no information to the contrary. Any missing or incomplete information is due to the Foundation's inability to obtain such information and is not a willful attempt to withhold such information. |
| FORM 990-PF, PARTS I AND XIV | FORM 990-PF, PARTS I AND XIV | TOTAL Part I, Line 25, Column (a) and Part XIV, Line 3a: $2,891,309 Less amount not treated as qualifying distribution: $250,000 TOTAL Part I, Line 25, Column (d): $2,641,309 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (59 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 3M CO SER F - 3.375% - 03/01/2 | $177,474 | $188,645 |
| ALPHABET INC NOTE - 1.998% - 0 | $88,472 | $91,461 |
| AMGEN INC NOTE CALL MAKE WHOLE | $82,653 | $84,549 |
| AUTONATION INC - 4.750% - 06/0 | $60,279 | $61,783 |
| BANK AMER CORP MTN - 4.000% - | $99,900 | $99,950 |
| BANK NEW YORK MELLON - 3.442% | $176,931 | $188,071 |
| BANK OF AMERICA CORP NOTE - 3. | $80,914 | $85,919 |
| BANK OF AMERICA VAR 27 - 0.000 | $33,557 | $36,230 |
| BAT CAPITAL CORP NOTE CALL MAK | $106,169 | $114,510 |
| BOEING CO - 2.700% - 02/01/202 | $63,661 | $70,532 |
| BP CAP MARKETS - 3.119% - 05/0 | $175,623 | $185,624 |
| BRISTOL-MYERS SQUIBB - 1.450% | $217,343 | $218,726 |
| BROADCOM INC - 3.500% - 01/15/ | $79,478 | $87,609 |
| CAPITAL ONE FINL CORP NT - 1.8 | $119,563 | $134,158 |
| CBOE GLOBAL MKTS INC NOTE - 3. | $78,308 | $79,510 |
| CHARLES SCHWAB CORP - 5.000% - | $51,602 | $47,769 |
| CIGNA CORP NEW SER C NOTE - 3. | $98,587 | $105,011 |
| CITIGROUP INC NOTE - 1.122% - | $134,343 | $151,730 |
| CROWN CASTLE INTL CORP NOTE CA | $94,915 | $102,981 |
| DELL INT LLC / EMC CORP - 4.90 | $93,773 | $98,285 |
| DISNEY WALT CO MTNS - 1.850% - | $133,511 | $144,966 |
| DOLLAR GEN CORP - 3.500% - 04/ | $102,748 | $104,545 |
| DOW CHEMICAL CO SER B - 4.800% | $119,336 | $125,295 |
| EBAY INC - 3.600% - 06/05/2027 | $95,402 | $97,532 |
| ENTERPRISE PRODS OPER LLC NOTE | $58,747 | $60,486 |
| FISERV INC NOTE - 2.650% - 06/ | $89,249 | $89,252 |
| FOX CORP SER B - 4.709% - 01/2 | $120,252 | $124,538 |
| GENERAL MOTORS - 2.700% - 08/2 | $39,230 | $44,405 |
| GENERAL MOTORS CO - 5.000% - 1 | $40,731 | $44,791 |
| GLOBAL PMTS INC NOTE - 2.150% | $32,614 | $35,068 |
| HEALTHCARE TRUST OF AMER - 3.5 | $37,580 | $40,074 |
| INTERNATIONAL BUSINESS MACHINE | $82,826 | $85,928 |
| JPMORGAN CHASE & CO - 2.005% - | $178,348 | $194,866 |
| JPMORGAN CHASE & CO NOTE CALL | $34,340 | $37,470 |
| KIMCO RLTY CORP NOTE CALL - 2. | $119,976 | $130,573 |
| KROGER CO/THE SENIOR BOND - 4. | $61,978 | $62,166 |
| LAM RESEARCH CORP - 3.750% - 0 | $66,728 | $69,282 |
| MORGAN STANLEY - 1.512% - 07/2 | $34,299 | $37,070 |
| MORGAN STANLEY SER I MTN CALL | $79,699 | $89,149 |
| MPLX LP - 1.750% - 03/01/2026 | $106,894 | $118,748 |
| NEVADA POWER CO SER CC NOTE - | $94,632 | $100,175 |
| NXP B V / NXP FDG LLC / NXP US | $104,679 | $110,919 |
| ORACLE CORP - 2.800% - 04/01/2 | $80,079 | $87,385 |
| PIEDMONT NATURAL GAS - 3.500% | $168,790 | $181,915 |
| REALTY INCOME CORP NOTE - 3.00 | $133,945 | $144,119 |
| ROYAL BANK OF CANADA - 4.650% | $171,582 | $176,758 |
| SABINE PASS LIQUEFACTION LLC - | $27,855 | $28,264 |
| SOUTHERN CO SER 2019 B - 5.113 | $32,264 | $32,266 |
| SRS CCD - 3.750% - 06/01/2026 | $104,960 | $114,204 |
| STANLEY BLACK &DECKER INC - 3. | $134,034 | $139,673 |
| STATE STR CORP NOTE - 2.203% - | $158,118 | $172,001 |
| SUMITOMO MITSUI FIN GRP INC NO | $169,623 | $180,967 |
| TRUIST FINL CORP SER G - 4.123 | $60,919 | $61,846 |
| TRUIST FINL CORP SER G MTN - 5 | $41,114 | $40,310 |
| UNION PAC CORP NT - 2.750% - 0 | $132,402 | $140,017 |
| US BANCORP MTN - 2.215% - 01/2 | $70,143 | $72,052 |
| VERIZON - 3.000% - 03/22/2027 | $74,903 | $80,166 |
| WELLS FARGO & CO NEW DEPOSITAR | $107,757 | $99,500 |
| WELLS FARGO & CO SER U MTN - 3 | $113,917 | $118,635 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (27 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ADVANCED MICRO DEVICES INC | $99,733 | $95,545 |
| ALPHABET INC CL C | $373,225 | $361,836 |
| APPLE INC | $1,824,466 | $1,779,485 |
| ARISTA NETWORKS | $56,450 | $54,823 |
| ASML HOLDING NV NY REG SHS | $56,690 | $54,753 |
| AUTODESK, INC | $69,059 | $68,277 |
| AUTOZONE INC | $35,967 | $35,222 |
| BOSTON SCIENTIFIC | $46,091 | $45,553 |
| BROADCOM INC | $529,656 | $517,003 |
| CHIPOTLE MEX GRILL | $80,626 | $78,390 |
| CONOCOPHILLIPS | $61,580 | $63,270 |
| CONSTELLATION ENERGY GROUP INC | $54,643 | $53,467 |
| DB X TRACKERS MSCI EAFE HEDGED | $1,822,100 | $2,180,497 |
| FERRARI NV | $64,838 | $63,726 |
| INTUIT | $134,570 | $131,985 |
| ISHARES RUSSELL 2000 | $3,173,118 | $4,030,973 |
| ISHARES TRUST MSCI EAFE INDEX | $1,759,487 | $2,227,093 |
| NEBIUS GROUP N V | $12,645 | $6,149 |
| NRG ENERGY | $100,485 | $97,618 |
| OIL CO LUKOIL PJSC SPON ADR RE | $32,651 | $2,499 |
| ONEOK INC | $111,065 | $109,737 |
| ROYAL CARRIBEAN CRUISE | $30,085 | $29,067 |
| S&P GLOBAL INC COM | $25,576 | $25,400 |
| SALESFORCE.COM | $15,773 | $15,379 |
| SPDR S&P 500 ETF TRUST | $28,582,089 | $45,114,680 |
| T. ROWE PRICE INSTL HIGH YIELD | $3,619,999 | $3,913,453 |
| TOKYO ELECTRON LTD | $23,801 | $23,628 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $6,086,446 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $6,211,542 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FRANKLIN VENTURES INVESTMENTS, | $299,287 | $299,185 |
| VINTAGE IX A OFFSHORE SCSP | $355,313 | $515,869 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $63,788 | $63,788 | |
| K-1 Exp FRANKLIN VENTURES INVE | $411 | $411 | |
| K-1 Exp VINTAGE IX A OFFSHORE | $16,637 | $16,637 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | K-1 Inc/Loss VINTAGE IX A OFFSHORE SCSP | Desc |
| Revenue And Expenses Per Books | $35,354 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $35,354 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RETURNED GRANT | Desc |
| Amt | $13,509 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $111,138 | Amt |
| Net Investment Income | $111,138 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2024 | $22,600 | |
| 990-PF Extension for 2023 | $16,300 | |
| Foreign Tax Paid | $2,899 | $2,899 |