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SAMUEL J GORLITZ FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
SAMUEL J GORLITZ FOUNDATION (EIN 52-1439097)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-11-03
IRS object ID
202543079349100919
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)
Return2025-11-03T10:21:12-06:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN520807134PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GROSSBERG COMPANY LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line16500 ROCK SPRING DRIVE SUITE 200AddressLine1Txt
CityBETHESDACityNm
State AbbreviationMDStateAbbreviationCd
ZIP20817ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN521439097EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1GORLITZ FOUNDATION LTDBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlGORLBusinessNameControlTxt
Phone2029662108PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13935 MORRISON STREET NWAddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20015ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonARIEL ZUCKERMANPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone3012294046PhoneNum
Signature2025-10-30SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSAMIM ARDEISHARPreparerPersonNm
PTINP00822945PTIN
Phone3015711900PhoneNum
Preparation2025-10-23PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$4,265,265FMVAssetsEOYAmt
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$82,950InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$82,950InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$83,491DividendsRevAndExpnssAmt
Dividends Net Invst Incm$80,969DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$38,470NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$43,835GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$38,470CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$204,911TotalRevAndExpnssAmt
Total Net Invst Incm$202,389TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$8,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$8,000CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$1,925LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$1,925LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$0LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$3,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$3,000AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Expenses Rev And Expnss$14OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$14OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$12,939TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$12,939TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$154,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$154,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$166,939TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$12,939TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$154,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$37,972ExcessRevenueOverExpensesAmt
Net Investment Income$189,450NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$224,969SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$268,109SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$268,109SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$500,457CorporateStockBOYAmt
Corporate Stock EOY$495,092CorporateStockEOYAmt
Corporate Stock EOYFMV$2,414,262CorporateStockEOYFMVAmt
Other Investments BOY$37,604OtherInvestmentsBOYAmt
Other Investments EOY$37,604OtherInvestmentsEOYAmt
Other Investments EOYFMV$82,697OtherInvestmentsEOYFMVAmt
Other Assets BOY$1,500,000OtherAssetsBOYAmt
Other Assets EOY$1,500,197OtherAssetsEOYAmt
Other Assets EOYFMV$1,500,197OtherAssetsEOYFMVAmt
Total Assets BOY$2,263,030TotalAssetsBOYAmt
Total Assets EOY$2,301,002TotalAssetsEOYAmt
Total Assets EOYFMV$4,265,265TotalAssetsEOYFMVAmt
Deferred Revenue BOY$1,080,909DeferredRevenueBOYAmt
Deferred Revenue EOY$1,080,909DeferredRevenueEOYAmt
Other Liabilities BOY$200OtherLiabilitiesBOYAmt
Other Liabilities EOY$200OtherLiabilitiesEOYAmt
Total Liabilities BOY$1,081,109TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,081,109TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$1,447,224AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$1,447,224AdditionalPaidInCapitalEOYAmt
Retained Earning BOY-$265,303RetainedEarningBOYAmt
Retained Earning EOY-$227,331RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,181,921TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,219,893TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,263,030TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,301,002TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,181,921TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$37,972ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,219,893SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,219,893TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
FEDERAL REALTY INVT TRUST2003-11-252024-12-19$30,672$5,365$25,307$25,307
CAPITAL GAINS DIVIDENDS$13,163$13,163$13,163P
FieldValueIRS element (for citing)
Capital Gain Net Income$38,470CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,633InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$2,633SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$2,633TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$4,240EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$4,240TotalPaymentsAndCreditsAmt
Es Penalty$7EsPenaltyAmt
Overpayment$1,600OverpaymentAmt
Applied To ES Tax$1,600AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateMDOrgReportOrRegisterStateCd
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
Individual With BooksTHE FOUNDATIONIndividualWithBooksNm
Phone2029662108PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12130 N STAVE STREETAddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60647ZIPCd
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 Prsn0FurnGoodsDisqualifiedPrsnInd
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 Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
PAULA GORLITZ
623 GREGORY AVENUEWILMETTEIL60091VICE PRESIDENT20.00$0$0$0
CHRISTOPHER T SMITH
3935 MORRISON STREET NWWASHINGTONDC20015TREASURER20.00$0$0$0
ARIEL ZUCKERMAN
2130 N STAVE STREETCHICAGOIL60647PRESIDENT50.00$8,000$0$0
ERIC ZUCKERMAN
298 N 7TH ST APT 3ABROOKLYNNY11211SECRETARY5.00$0$0$0
STEVEN ZUCKERMAN
623 GREGORY AVENUEWILMETTEIL60091ASSISTANT SECRETARY20.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
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$2,429,325AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$291,590AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,720,915TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,720,915AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$40,814CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,680,101NetVlNoncharitableAssetsAmt
Minimum Investment Return$134,005MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$134,005MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,633TaxBasedOnInvestmentIncomeAmt
Total Tax$2,633TotalTaxAmt
Distributable Before Adj$131,372DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$131,372DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$131,372DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$154,000ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$154,000QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$131,372DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr4$9,451ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr1$208,612ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$218,063TotalExcessDistributionCyovAmt
Qualifying Distributions$154,000QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$131,372AppliedToCurrentYearAmt
Remaining Distri From Corpus$22,628RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$240,691TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$240,691ExcessDistriCyovToNextYrAmt
Excess From Year4$9,451ExcessFromYear4Amt
Excess From Year1$208,612ExcessFromYear1Amt
Excess From Current Year$22,628ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerPAULA GORLITZContributingManagerNm
Contributing ManagerCHRISTOPHER T SMITHContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonGORLITZ FOUNDATION LTDRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line13935 MORRISON STREET NWAddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20015ZIPCd
FieldValueIRS element (for citing)
Recipient Phone2029662108RecipientPhoneNum
Form And Info And MaterialsAPPLICATIONS BY LETTER STATING NAME OF ORGANIZATION, CHARITABLE PURPOSE, AMOUNT REQUESTED AND PROPOSED USE OF AMOUNT TO BE PROVIDED BY THE FOUNDATION.FormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsANY RECOGNIZED CHARITY-NO GEOGRAPHICAL RESTRICTIONS OR OTHER LIMITATIONSRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (75 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ACLU FOUNDATION
125 BROAD STREET 18TH FLOORNEW YORKNY10004NCNATIONAL LEGAL DEFENSE FOR VULNERABLE POPULATIONS & CIVIL RIGHTS$5,000
ALIGHT
PO BOX 1002MINNEAPOLISMN55480NCINTERNATIONAL HUMANITARIAN ASSISTANCE TO REFUGEES/DISPLACED PERSONS$2,000
ALLEY CAT ALLIES
7920 NORFOLK AVE STE 600BETHESDAMD20814NCMARYLAND FERAL CAT RESCUE$1,000
ALLIES IN ARTS
PO BOX 39875LOS ANGELESCA90039NCTO SUPPORT ARTISTS WHO ARE WOMEN, BIPOC, AND QUEER ALL OF WHOM ARE UNDERREPRESENTED INDIVIDUALS IN CREATIVE INDUSTRIES.T$500
AMERICAN FARMLAND TRUST
1150 CONNECTICUT AVE NW SUITE 600WASHINGTONDC20036NCFARM LAND PRESEVATION$1,000
AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE (JDC)
220 E 42ND ST STE 400NEW YORKNY10017NCJEWISH REFLIEF AND HUMANITARIAN AID$1,000
AMERICAN JEWISH WORLD SERVICE
PO BOX 568ETNANH03750NCINTERNATIONAL HUMAN RIGHTS ORGANIZATION$3,000
AMERICAN NEAR EAST REFUGEE AID (ANERA)
1111 14TH ST NW STE 400WASHINGTONDC20005NCPROVIDE RESOURCES AND AID TO PEOPLE IN MUSLIM COUNTRIES$2,000
ANIMAL WELFARE INSTITUTE
900 PENNSYLVANIA AVE SEWASHINGTONDC20003NCIMPROVE THE WELFARE OF ANIMALS EVERYWHERE$1,000
BIG LIFE FOUNDATION USA
1715 N HERON DRRIDGEFIELDWA98642NCEMPLOY MAASAI RANGERS TO PREVENT BIG GAME POACHING AND SAFEGUARD LAND$1,000
CARBON180
650 MASSACHUSETTS AVE NW SUITE 600WASHINGTONDC20001NCTO DESIGN AND CHAMPION EQUITABLE, SCIENCE-BASED POLICIES THAT BRING CARBON REMOVAL SOLUTIONS TO GIGATON SCALE$1,000
CHIMP HAVEN
13600 CHIMPANZEE PLKEITHVILLELA71047NCPROVIDE AND PROMOTE THE BEST CARE OF SANCTUARY CHIMPANZEES AND INSPIRE ACTION FOR THE SPECIES WORLDWIDE.$1,000
COMMITTEE TO PROTECT JOURNALISTS (CPJ)
PO BOX 2675NEW YORKNY10108NCPROMOTES PRESS FREEDOM WORLDWIDE AND DEFENDS THE RIGHT OF JOURNALISTS TO REPORT THE NEWS SAFELY AND WITHOUT FEAR OF REPRISAL.$2,000
COMPASSION WITHOUT BORDERS
1130 BUTLER AVESANTA ROSACA95407NCBRINGS BRIGHTER FUTURES TO ANIMALS IN NEED ON BOTH SIDES OF THE BORDER.$1,000
CONSERVATION LANDS FOUNDATION
835 E 2ND AVE STE 314DURANGOCO81301NCPROTECT US PUBLIC LANDS FROM OIL, DRILLING, MINING, DEVELOPMENT$2,000
EARTHJUSTICE
50 CALIFORNIA ST STE 500SAN FRANCISCOCA94111NCINTERNATIONAL ENVIRONMENTAL LAW GROUP$6,000
EDEN REFORESTATION PROJECTS
303 W FOOTHILL BLVD UNIT 13GLENDORACA91741NCHIRES INDIGENOUS PEOPLE IN GLOBAL SOUTH TO PLANT AND CARE FOR NATIVE FOREST SPECIES$2,000
ENGENDERHEALTH INC
MAIL CODE 7348 PO BOX 7247PHILADELPHIAPA19170NCCOMMITTED TO ADVANCING SEXUAL AND REPRODUCTIVE HEALTH AND RIGHTS AND GENDER EQUALITY.$3,000
ENVIRONMENTAL DEFENSE FUND
PO BOX 98051WASHINGTONDC20077NCINTERNATIONAL WILDLIFE PROTECTION & CLIMATE SCIENCE GROUP$6,000
EQUAL JUSTICE INITIATIVE
122 COMMERCE STMONTGOMERYAL36104NCINITIATIVE IS COMMITTED TO ENDING MASS INCARCERATION AND EXCESSIVE PUNISHMENT IN THE UNITED STATES, TO CHALLENGING RACIAL AND ECONOMIC INJUSTICE, AND TO PROTECTING BASIC HUMAN RIGHTS FOR THE MOST VULNERABLE PEOPLE IN AMERICAN SOCIETY.$3,000
FARM SANCTUARY
PO BOX 150WATKINS GLENNY14891NCCOMBAT THE ABUSES OF FACTORY FARMING, ADVOCATE FOR INSTITUTIONAL REFORMS, AND ENCOURAGE A NEW AWARENESS AND UNDERSTANDING OF FARM ANIMALS AND THE BENEFITS OF PLANT-BASED LIVING. IN RECENT YEARS, SCIENCE HAS CONFIRMED THE INHUMANE AND DESTRUCTIVE IMPACT OF ANIMAL AGRICULTURE A FOOD SYSTEM BASED ON INTERRELATED OPPRESSION AND INJUSTICE.$1,000
FREEDOM OF THE PRESS FOUNDATION
49 FLATBUSH AVE 1017BROOKLYNNY11217NCBUILD SECURE COMMUNICATIONS TOOLS USED BY MANY OF THE WORLDS TOP INVESTIGATIVE NEWS ORGANIZATIONS.$500
FRIENDS OF THE EARTH
PO BOX 7010MERRIFIELDVA20005NCINTERNATIONAL ENVIRONMENTAL GROUP NETWORK$5,000
FRIENDS TO THE FORLORN PITBULL RESCUE INC
PO BOX 2316DALLASGA30132NCTO PROMOTE RESPONSIBLE PITBULL OWNERSHIP, PROVIDE BREED EDUCATION, COMBAT PET OVERPOPULATION, FIGHT UNFAIR LEGISLATION, FIND QUALIFIED HOMES FOR SOUND PITBULL-TYPE DOGS AND OTHER DOGS IN NEED IN GEORGIA, AND HELP PEOPLE AND ANIMALS WITHIN OUR COMMUNITY.$500
GIVEDIRECTLY INC
PO BOX 3221NEW YORKNY10008NCPROFIT THAT LETS DONORS LIKE YOU SEND MONEY DIRECTLY TO THE WORLDS POOREST HOUSEHOLDS.$2,000
HEART TO HEART INTERNATIONAL
11550 RENNER BLVDLENEXAKS66219NCTO IMPROVE ACCESS TO HEALTH THROUGHOUT THE UNITED STATES AND THE WORLD. THROUGH HHI'S WORK, PEOPLE IN NEED RECEIVE MEDICATIONS, DIRECT MEDICAL CARE, HYGIENE SUPPLIES AND MEDICAL SUPPLIES.$2,000
IMMIGRATION DEFENSE PROJECT
PO BOX 1765NEW YORKNY10027NCTO COMBAT AN EMERGING HUMAN RIGHTS CRISIS: THE TARGETING OF IMMIGRANTS FOR MASS IMPRISONMENT AND DEPORTATION.$1,000
INTERNATIONAL FUND FOR ANIMAL WELFARE
290 SUMMER STREETYARMOUTH PORTMA02675NCWORKS AROUND THE GLOBE TO RESCUE AND REHABILITATE ANIMALS, END ILLEGAL WILDLIFE TRADE, AND CONSERVE HABITATS.$1,000
INTERNATIONAL REFUGEE ASSISTANCE PROJECT
PO BOX 21917NEW YORKNY10087NCLEGAL ADVOCACY FOR REFUGEES$3,000
INTERNATIONAL RELIEF TEAMS
3545 CAMINO DEL RIO S STE ASAN DIEGOCA92108NCHUMANITARIAN/MEDICAL ASSISTANCE TO DISASTER VICTIMS AND IMPOVERISHED$3,000
INTERNATIONAL RESCUE COMMITTEE
PO BOX 6068ALBERT LEAMN56007NCHUMANITARIAN AID FOR WAR, REFUGEE, EMERGENCY SITUATIONS$3,000
JANE GOODALL INSTITUTE USA
1120 20TH ST NW STE 520SWASHINGTONDC20036NCINTERNATIONAL WILDLIFE & ENVIRONMENTAL PROTECTION$1,000
JANE'S DUE PROCESS
1401 LAVACA ST PMB 41363AUSTINTX78701NCHELPS YOUNG PEOPLE IN TEXAS NAVIGATE PARENTAL CONSENT LAWS AND ABORTION BANS TO CONFIDENTIALLY ACCESS ABORTION AND BIRTH CONTROL.$1,000
JEWISH COUNCIL FOR THE AGING
12320 PARKLAWN DRROCKVILLEMD20852NCPROVIDES THE PROGRAMS AND SERVICES THAT SUPPORT OLDER ADULTS AND THEIR FAMILIES AND BUILDS BRIDGES ACROSS GENERATIONS.$2,000
KENNEL TO COUCH
704 MONTRAVEL COURTBEL AIRMD21015NCGROUP THAT TEAMS WITH SHELTERS AND COMMUNITY PARTNERS TO REMOVE AT RISK PIT BULLS FROM SHELTERS AND PROVIDE THE SUPPORT AND INCENTIVES NEEDED TO ENCOURAGE THE ADOPTION OF OUR SPONSORED PITTIES.$1,000
KIDS IN NEED FOUNDATION
2719 PATTON RDROSEVILLEMN55113NCMANAGES PROGRAMS TO ASSIST WITH ISSUES SUCH AS FINDING AND SELECTING CHILD CARE AND CHILD CARE FINANCIAL ASSISTANCE TO FAMILIES. CHILDREN AND FAMILIES BENEFIT FROM THESE PROGRAMS, ALLOWING PARENTS TO GO TO WORK AND ATTEND SCHOOL, CONTRIBUTE TO THE ECONOMY AND STRENGTHEN THEIR FAMILIES AND THE COMMUNITY.$2,000
LAWYERS FOR GOOD GOVERNMENT FOUNDATION
6218 GEORGIA AVE NW UNIT 5001WASHINGTONDC20011NCLEGAL SERVICE PROVIDER FOR IMMIGRANTS & REFUGEES TOWARD FAMILY REUNIFICATION$5,000
LIVE LIKE ROO FOUNDATION
566 W LAKE ST SUITE 227CHICAGOIL60661NCPROVIDE SUPPORT AND FINANCIAL ASSISTANCE TO FAMILIES WHOSE PET PFACES A CANCER DIAGNOSIS$500
MIDDLE EAST CHILDREN'S ALLIANCE (MECA)
1101 8TH STREETBERKELEYCA94710NCPROVIDING EMERGENCY ASSISTANCE TO FAMILIES WHO HAVE FLED THEIR HOMES TO SEEK SHELTER WITH RELATIVES AS WELL AS PROCURING EMERGENCY MEDICAL SUPPLIES FOR HOSPITALS AND CLINICS.$1,000
MIDWEST SOARRING FOUNDATION
PO BOX 275LYONSIL60534NCWORK TOWARD REPATRIATION, PROTECT SACRED SITES, EDUCATE THE PUBLIC AND PROMOTE COMMUNITY BUILDING AMONG ALL PEOPLE REGARDING INDIGENOUS LIFEWAYS.$500
NAACP LEGAL DEFENSE & EDUCATION FUND INC
40 RECTOR ST 5TH FLNEW YORKNY10006NCNATIONAL ORGANIZATION PROVIDING LITIGATION/ADVOCACY FOR RACIAL JUSTICE$5,000
NATIONAL IMMIGRATION LAW CENTER
PO BOX 743013LOS ANGELESCA90074NCADVOCATES FOR LOW-INCOME IMMIGRANTS AND THEIR FAMILIES$1,000
NATIVE AMERICAN ADVANCEMENT FOUNDATION
PO BOX 64877TUCSONAZ85718NCHELP STRENGTHEN NATIVE AMERICAN COMMUNITIES IN THE AREAS OF EDUCATION, HEALTH AND WELLNESS, HOUSING, FOOD SUSTAINABILITY, ENVIRONMENT, ANIMAL WELFARE, AND OPENING ECONOMIC OPPORTUNITIES ON TRIBAL LANDS.$1,000
NATIVE AMERICAN RIGHTS FUND
250 ARAPAHOE AVEBOULDERCO80302NCLEGAL ADVOCACY FOR NATIVE AMERICAN GROUPS$3,000
NATURAL RESOURCES DEFENSE COUNCIL
40 W 20TH ST 11TH FLOORNEW YORKNY10011NCINTERNATIONAL LEGAL/SCIENTIFIC GROUP PROTECTING ENVIRONMENT$5,000
NATURE FOR JUSTICE
2235 MERIDIAN STFALLS CHURCHVA22046NCHARNESS NATURE-BASED SOLUTIONS (NBS) TO BENEFIT FRONTLINE COMMUNITIES CONFRONTING THE CLIMATE CRISIS.$2,000
PARTNERS IN HEALTH
PO BOX 996FREDERICKMD21705NCINTERNATIONAL MEDICAL AID$6,000
PEACE FOR PITS
PO BOX 5430VILLA PARKIL60181NCFOCUSES ON FINDING LOVING, CARING HOMES FOR BULLY BREEDS IN NEED OF HELP.$500
PERFORMING ANIMAL WELFARE SOCIETY (PAWS)
PO BOX 849GALTCA95632NCRESCUES ABANDON OR ABUSED PERFORMING ANIMALS AND VICTIMS OF EXOTIC ANIMAL TRADE.$500
PHYSICIANS COMMITTEE FOR RESPONSIBLE MEDICINE
5100 WISCONSIN AVE NW STE 400WASHINGTONDC20016NCRESEARCH & ADVOCACY ON SUSTAINABLE AGRICULTURE, GLOBAL WARMING, NUCLEAR POWER$2,000
PLANNED PARENTHOOD FEDERATION OF AMERICA
PO BOX 97166WASHINGTONDC20090NCNATIONAL REPRODUCTIVE AND PRIMARY HEALTHCARE PROVIDER$7,000
POLAR BEARS INTERNATIONAL
PO BOX 3008BOZEMANMT59772NCCONSERVATION ORGANIZATION DEDICATED SOLELY TO WILD POLAR BEARS$500
RAICES
1305 N FLORES STSAN ANTONIOTX78212NCLEGAL SERVICE PROVIDER FOR IMMIGRANTS & REFUGEES IN TEXAS$2,000
REWILD
PO BOX 129AUSTINTX78767NCPROTECT CRITICAL BIODIVERSITY AND PREVENT EXTINCTION OF ENDANGERED PLANT AND ANIMAL SPECIES IN CONJUNCTION WITH INDIGENOUS COMMUNITIES$2,000
REPORTERS COMMITTEE FOR FREEDOM OF THE PRESS
1156 15TH ST NW STE 1020WASHINGTONDC20005NCPROVIDES LEGAL SUPPORT AND RESOURCES TO JOURNALIST$500
REPRODUCTIVE FREEDOM FOR ALL FOUNDATION
1725 EYE STREET NW STE 900WASHINGTONDC20006NCPOLITICAL/LEGAL ADVOCACY FOR REPRODUCTIVE RIGHTS$2,000
RYAN PROGRAM RESIDENCY TRAINING (MAIL TO UCSF)
LOCKBOX 45339SAN FRANCISCOCA94145NCTO INCREASE AND STRENGTHEN TRAINING OPPORTUNITIES IN ABORTION AND CONTRACEPTION FOR RESIDENTS IN OBSTETRICS AND GYNECOLOGY AND TO ENCOURAGE AND SUPPORT RESIDENTS EXPOSURE TO EVIDENCE-BASED CLINICAL CARE AND RESEARCH IN THE FIELD OF FAMILY PLANNING.$1,000
SAVE THE CHIMPS
PO BOX 12220FORT PIERCEFL34979NCTO PROVIDE SANCTUARY AND EXEMPLARY CARE TO CHIMPANZEES IN NEED.$1,000
SHELDRICK WILDLIFE TRUST USA
25283 CABOT ROAD SUITE 101LAGUNA HILLSCA92653NCAS ONE OF AFRICAS OLDEST WILDLIFE CHARITIES AND A LEADING CONSERVATION ORGANISATION, THE SHELDRICK WILDLIFE TRUST (SWT) EMBRACES ALL MEASURES THAT COMPLEMENT THE CONSERVATION, PRESERVATION AND PROTECTION OF WILDLIFE.$3,000
SIERRA CLUB FOUNDATION
2101 WEBSTER ST STE 1250OAKLANDCA94612NCNATIONAL ENVIRONMENTAL PROTECTION GROUP$4,500
SPHINX ORGANIZATION
2200 HUNT STREET STE 461DETROITMI48207NCDEDICATED TO TRANSFORMING LIVES THROUGH THE POWER OF THE ARTS.$500
SYRIAN AMERICAN MEDICAL SOCIETY FOUNDATION
PO BOX 34115WASHINGTONDC20043NCASSIST SYRIAN REFUGEES WITH THERAPY AND PSYCHOSOCIAL SUPPORT$1,000
THE CONSERVATION FUND
1655 N FORT MYER DRARLINGTONVA22209NCNATIONAL ENVIRONMENTAL PRESERVATION GROUP$4,000
THE GOOD FOOD INSTITUTE
PO BOX 96503 PMB 42019WASHINGTONDC20090NCTHINK TANK WORKING TO MAKE THE GLOBAL FOOD SYSTEM BETTER FOR THE PLANET, PEOPLE, AND ANIMALS.$1,000
THE MARINE MAMMAL CENTER
2000 BUNKER ROAD FORT CRONKHITESAUSALITOCA94656NCADVANCES OCEAN HEALTH THROUGH MARINE MAMMAL RESCUE AND REHABILITATION, RESEARCH, AND EDUCATION.$1,000
THE NATURE CONSERVANCY
4245 N FAIRFAX DR STE 100ARLINGTONVA22203NCINTERNATIONAL ENVIRONMENTAL CONSERVATION GROUP$4,000
THE STREET DOG COALITION
2519 S SHIELDS STREET SUITE 1K 589FORT COLLINSCO80526NCTO PROVIDE FREE VETERINARY CARE TO PETS OF PEOPLE EXPERIENCING HOMELESSNESS. USING A ONE HEALTH APPROACH TO STREET MEDICINE AND POP-UP STREET CLINICS, WE CARE FOR BOTH ENDS OF THE LEASH.$500
THE TRUST FOR PUBLIC LAND
PO BOX 889336LOS ANGELESCA90088NCNATIONAL ENVIRONMENTAL PROTECTION & PARK CREATION$2,000
UNION OF CONCERNED SCIENTISTS
2 BRATTLE SQUARECAMBRIDGEMA02138NCPUTS RIGOROUS, INDEPENDENT SCIENCE INTO ACTION, DEVELOPING SOLUTIONS AND ADVOCATING FOR A HEALTHY, SAFE, AND JUST FUTURE.$1,000
VILLAGEREACH
210 S HUDSON ST SUITE 307SEATTLEWA98134NCBUILD PEOPLE-CENTERED HEALTH SOLUTIONS THAT IMPROVE EQUITY AND ACCESS TO CARE.$3,000
WATERKEEPER ALLIANCE
180 MAIDEN LANE STE 603NEW YORKNY10038NCINTERNATIONAL WATER PATROL & PROTECTION$2,000
WILD HEARTS PET CARE
2814 N CALIFORNIA AVECHICAGOIL60618NCHOME-LIKE CARE CENTER SPECIALIZING IN ANIMAL REHABILITATION AND BOARDING SERVICES FOR PETS WITH HEALTH CONCERNS, DECREASED MOBILITY, AND SENIOR NEEDS.$500
WILDLIFE CONSERVATION SOCIETY
PO BOX 96215WASHINGTONDC20090NCTO CONSERVE THE WORLD'S LARGEST WILD PLACES IN 14 PRIORITY REGIONS, HOME TO MORE THAN 50% OF THE WORLD'S BIODIVERSITY$1,000
WOLF HAVEN INTERNATIONAL
3111 OFFUT LAKE ROAD SETENINOWA98589NCTO CONSERVE AND PROTECT WOLVES AND THEIR HABITAT.$500
YOUNG CENTER FOR IMMIGRANT CHILDREN'S RIGHTS
2245 S MICHIGAN AVE STE 301CHICAGOIL60616NCA CHAMPION FOR THE RIGHTS AND BEST INTERESTS OF UNACCOMPANIED IMMIGRANT CHILDREN,$2,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$154,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$82,950ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$83,491ExclusionAmt

Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp

FieldValueIRS element (for citing)
Business531390BusinessCd

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$38,470ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$204,911ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$204,911TotalIncomeProducingActyAmt

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)
CategoryACCOUNTING FEESCategoryTxt
Amt$3,000Amt
Net Investment Income$3,000NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (11 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
BRISTOL MEYERS SQUIBB CO 300 SHARES$7,200$16,968
CITIGROUP INC COM NEW 200 SHS$5,826$14,078
COMCAST CORP NEW CLASS A 200 SHS$4,445$15,012
EXXON MOBIL CORP 700 SHARES$29,872$75,299
FEDERAL REALTY 19900 SHS.$376,946$2,123,692
J P MORGAN CHASE & CO 200 SH$8,396$47,942
JOHNSON AND JOHNSON CO 100 SHS$6,379$14,462
MCDONALDS CORP 200 SHS$12,240$57,978
PFIZER INC DEL 1200 SHS$14,241$15,918
VERIZON COMM COM 800 SHARES$28,766$31,992
VIATRIS INC$781$921

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
AMER FUNDS INCOME FUND OF AMERICA CL F2 988.064 SHSFMV$14,974$24,089
SPDR S&P 500 ETF TRUST 100 SHARESFMV$22,630$58,608

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$1,925LegalFeesAmt
Net Investment Income$1,925NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
INSTALLMENT NOTE$1,500,000$1,500,000$1,500,000
DIVIDEND RECEIVABLE$0$197$197

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescBANK FEESDesc
Revenue And Expenses Per Books$14RevenueAndExpensesPerBooksAmt
Net Investment Income$14NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescDUE TO CRIS SMITHDesc
BOY Book Value$200BOYBookValueAmt
EOY Book Value$200EOYBookValueAmt