VRANOS FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- VRANOS FOUNDATION (EIN 13-3948273)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-13
- IRS object ID
- 202523179349101802
- 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
- Accounting Fees Schedule
- Expenditure Responsibility Stmt
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Notes Loans Rcvbl Long Sch
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-13T10:01:39-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 941687665 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BANK OF AMERICA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1532 AFT | AddressLine1Txt |
| City | PENNINGTON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08534 | 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 | 133948273 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VRANOS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | VRAN | BusinessNameControlTxt |
| Phone | 2128809896 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1532 AFT | AddressLine1Txt |
| City | PENNINGTON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08534 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL VRANOS | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2128809896 | PhoneNum |
| Signature | 2025-10-21 | 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 | KAREN J KISER | PreparerPersonNm |
| PTIN | P00146417 | PTIN |
| Phone | 8888663275 | PhoneNum |
| Preparation | 2025-10-21 | 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 | $330,043 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $3,458,592 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $17,539 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $17,539 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,881,915 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,702,614 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,881,915 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $59,828 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $6,417,874 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,899,454 | TotalNetInvstIncmAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,250 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,250 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $4,132 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,479 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,653 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $40,972 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $572 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $609 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $609 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $46,963 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,660 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,903 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,601,903 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,601,903 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,648,866 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,660 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,604,806 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,769,008 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,895,794 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $15,207 | CashBOYAmt |
| Cash EOY | $1 | CashEOYAmt |
| Cash EOYFMV | $1 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $53,971 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $36,818 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $36,818 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Nts And Loans Rcvbl | $250,000 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $250,000 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $250,000 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $250,000 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $214,439 | CorporateStockBOYAmt |
| Other Investments BOY | $754,980 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $40,542 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $43,224 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,288,597 | TotalAssetsBOYAmt |
| Total Assets EOY | $327,361 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $330,043 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,288,597 | CapitalStockBOYAmt |
| Capital Stock EOY | $327,361 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,288,597 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $327,361 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,288,597 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $327,361 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,288,597 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,769,008 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,057,605 | SubtotalAmt |
| Other Decreases | $2,730,244 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $327,361 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (89 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 1152. BANCO BILBAO VIZCAYA ARGENTARIA S A SPONSORED ADR | 2020-05-12 | 2024-03-13 | $12,960 | $3,339 | $9,621 | $9,621 |
| 1150. BANCO BILBAO VIZCAYA ARGENTARIA S A SPONSORED ADR | 2020-10-06 | 2024-03-13 | $12,938 | $3,334 | $9,604 | $9,604 |
| 6815. BERKSHIRE HATHAWAYINC DEL CL B NEW | 2012-12-17 | 2024-01-24 | $2,565,135 | $613,611 | $1,951,524 | $1,951,524 |
| 522. DISCO CORP SHS ADR | 2022-10-04 | 2024-03-13 | $17,319 | $4,104 | $13,215 | $13,215 |
| 1600. ISHARES RUSSELL 2500 ETF | 2023-01-05 | 2024-02-02 | $96,159 | $84,592 | $11,567 | $11,567 |
| 64. ISHARES RUSSELL 2500 ETF | 2023-09-14 | 2024-02-02 | $3,846 | $3,624 | $222 | $222 |
| 2414. ISHARES RUSSELL 2500 ETF | 2024-01-24 | 2024-02-02 | $145,080 | $146,651 | -$1,571 | -$1,571 |
| 322. ISHARES RUSSELL 2500 ETF | 2024-01-24 | 2024-03-08 | $20,611 | $19,562 | $1,049 | $1,049 |
| 274. ISHARES RUSSELL 2500 ETF | 2024-01-24 | 2024-04-08 | $17,574 | $16,646 | $928 | $928 |
| 83. ISHARES RUSSELL 2500 ETF | 2024-01-24 | 2024-05-29 | $5,210 | $5,042 | $168 | $168 |
| 715. ISHARES RUSSELL 2500 ETF | 2024-01-24 | 2024-06-06 | $44,972 | $43,436 | $1,536 | $1,536 |
| 108. ISHARES RUSSELL 2500 ETF | 2024-01-24 | 2024-06-14 | $6,664 | $6,561 | $103 | $103 |
| 174. ISHARES RUSSELL 2500 ETF | 2024-01-24 | 2024-08-27 | $11,612 | $10,571 | $1,041 | $1,041 |
| 82. ISHARES RUSSELL 2500 ETF | 2024-01-24 | 2024-09-11 | $5,225 | $4,982 | $243 | $243 |
| 37. ISHARES RUSSELL 2500 ETF | 2024-01-24 | 2024-09-12 | $2,384 | $2,248 | $136 | $136 |
| 642. ISHARES RUSSELL 2500 ETF | 2024-01-24 | 2024-09-16 | $42,685 | $39,002 | $3,683 | $3,683 |
| 167. ISHARES RUSSELL 2500 ETF | 2024-01-24 | 2024-10-04 | $11,255 | $10,145 | $1,110 | $1,110 |
| 159. ISHARES RUSSELL 2500 ETF | 2024-01-24 | 2024-10-31 | $10,802 | $9,659 | $1,143 | $1,143 |
| 68. ISHARES RUSSELL 2500 ETF | 2024-03-13 | 2024-10-31 | $4,620 | $4,360 | $260 | $260 |
| 195. ISHARES RUSSELL 2500 ETF | 2024-02-27 | 2024-10-31 | $13,248 | $12,260 | $988 | $988 |
| 180. ISHARES RUSSELL 2500 ETF | 2024-03-13 | 2024-11-21 | $12,757 | $11,541 | $1,216 | $1,216 |
| 37. ISHARES RUSSELL 2500 ETF | 2024-03-13 | 2024-12-03 | $2,731 | $2,372 | $359 | $359 |
| 11. ELI LILLY CO | 2024-02-07 | 2024-11-19 | $7,925 | $8,033 | -$108 | -$108 |
| 88. ELI LILLY CO | 2024-02-06 | 2024-11-19 | $63,401 | $61,613 | $1,788 | $1,788 |
| 44. ELI LILLY CO | 2023-03-06 | 2024-11-19 | $31,701 | $14,061 | $17,640 | $17,640 |
| 173. ELI LILLY CO | 2022-09-06 | 2024-11-19 | $124,642 | $53,447 | $71,195 | $71,195 |
| 770. NOVO-NORDISK A S ADR | 2020-01-28 | 2024-03-13 | $102,425 | $23,156 | $79,269 | $79,269 |
| 83. NVIDIA CORP 00 | 2021-04-12 | 2024-01-24 | $51,129 | $12,585 | $38,544 | $38,544 |
| 40. NVIDIA CORP 00 | 2021-04-09 | 2024-01-24 | $24,640 | $5,720 | $18,920 | $18,920 |
| 73. NVIDIA CORP 00 | 2022-10-17 | 2024-01-24 | $44,969 | $8,653 | $36,316 | $36,316 |
| 981. S&P DEPOSITARY RECEIPTS SERIES 1 | 2023-01-05 | 2024-02-02 | $482,486 | $371,995 | $110,491 | $110,491 |
| 1452. S&P DEPOSITARY RECEIPTS SERIES 1 | 2024-01-24 | 2024-02-02 | $714,139 | $708,286 | $5,853 | $5,853 |
| 181. S&P DEPOSITARY RECEIPTS SERIES 1 | 2024-01-24 | 2024-03-08 | $92,692 | $88,292 | $4,400 | $4,400 |
| 172. S&P DEPOSITARY RECEIPTS SERIES 1 | 2024-01-24 | 2024-04-08 | $89,297 | $83,902 | $5,395 | $5,395 |
| 98. S&P DEPOSITARY RECEIPTS SERIES 1 | 2024-01-24 | 2024-05-29 | $51,563 | $47,804 | $3,759 | $3,759 |
| 418. S&P DEPOSITARY RECEIPTS SERIES 1 | 2024-01-24 | 2024-06-06 | $223,068 | $203,900 | $19,168 | $19,168 |
| 95. S&P DEPOSITARY RECEIPTS SERIES 1 | 2024-01-24 | 2024-06-14 | $51,496 | $46,341 | $5,155 | $5,155 |
| 55. S&P DEPOSITARY RECEIPTS SERIES 1 | 2024-01-24 | 2024-08-27 | $30,880 | $26,829 | $4,051 | $4,051 |
| 62. S&P DEPOSITARY RECEIPTS SERIES 1 | 2024-01-24 | 2024-09-11 | $34,020 | $30,244 | $3,776 | $3,776 |
| 20. S&P DEPOSITARY RECEIPTS SERIES 1 | 2024-01-24 | 2024-09-12 | $11,095 | $9,756 | $1,339 | $1,339 |
| 349. S&P DEPOSITARY RECEIPTS SERIES 1 | 2024-01-24 | 2024-09-16 | $196,304 | $170,242 | $26,062 | $26,062 |
| 94. S&P DEPOSITARY RECEIPTS SERIES 1 | 2024-01-24 | 2024-10-04 | $53,627 | $45,853 | $7,774 | $7,774 |
| 36. S&P DEPOSITARY RECEIPTS SERIES 1 | 2024-03-13 | 2024-10-31 | $20,636 | $18,591 | $2,045 | $2,045 |
| 143. S&P DEPOSITARY RECEIPTS SERIES 1 | 2024-02-27 | 2024-10-31 | $81,972 | $72,271 | $9,701 | $9,701 |
| 58. S&P DEPOSITARY RECEIPTS SERIES 1 | 2024-01-24 | 2024-10-31 | $33,247 | $28,292 | $4,955 | $4,955 |
| 101. S&P DEPOSITARY RECEIPTS SERIES 1 | 2024-03-13 | 2024-11-21 | $59,560 | $52,159 | $7,401 | $7,401 |
| 20. S&P DEPOSITARY RECEIPTS SERIES 1 | 2024-03-13 | 2024-12-03 | $12,068 | $10,329 | $1,739 | $1,739 |
| 2742. HEALTH CARE SELECT SPDR | 2011-09-22 | 2024-01-24 | $382,232 | $111,641 | $270,591 | $270,591 |
| 314. TENARIS S A ADR | 2020-10-06 | 2024-03-13 | $12,212 | $3,247 | $8,965 | $8,965 |
| .5 TOKYO ELECTRON LTD SHS | 2020-01-28 | 2024-03-13 | $62 | $19 | $43 | $43 |
| 164. TOKYO ELECTRON LTD SHS | 2020-03-03 | 2024-03-13 | $20,457 | $5,875 | $14,582 | $14,582 |
| 59.5 TOKYO ELECTRON LTD SHS | 2020-03-03 | 2024-03-13 | $7,422 | $2,131 | $5,291 | $5,291 |
| 506. UNICREDITO SPA ADR | 2022-08-30 | 2024-03-13 | $8,898 | $2,363 | $6,535 | $6,535 |
| 4572. VANGUARD FTSE DEVELOPED MARKETS ETF | 2023-01-05 | 2024-02-02 | $216,985 | $193,578 | $23,407 | $23,407 |
| 7251. VANGUARD FTSE DEVELOPED MARKETS ETF | 2024-01-24 | 2024-02-02 | $344,130 | $342,755 | $1,375 | $1,375 |
| 112. VANGUARD FTSE DEVELOPED MARKETS ETF | 2023-07-03 | 2024-02-02 | $5,315 | $5,183 | $132 | $132 |
| 979. VANGUARD FTSE DEVELOPED MARKETS ETF | 2024-01-24 | 2024-03-08 | $48,935 | $46,277 | $2,658 | $2,658 |
| 767. VANGUARD FTSE DEVELOPED MARKETS ETF | 2024-01-24 | 2024-04-08 | $38,292 | $36,256 | $2,036 | $2,036 |
| 382. VANGUARD FTSE DEVELOPED MARKETS ETF | 2024-01-24 | 2024-05-29 | $19,052 | $18,057 | $995 | $995 |
| 2156. VANGUARD FTSE DEVELOPED MARKETS ETF | 2024-01-24 | 2024-06-06 | $110,222 | $101,914 | $8,308 | $8,308 |
| 230. VANGUARD FTSE DEVELOPED MARKETS ETF | 2024-01-24 | 2024-06-14 | $11,374 | $10,872 | $502 | $502 |
| 394. VANGUARD FTSE DEVELOPED MARKETS ETF | 2024-01-24 | 2024-08-27 | $20,639 | $18,624 | $2,015 | $2,015 |
| 275. VANGUARD FTSE DEVELOPED MARKETS ETF | 2024-01-24 | 2024-09-11 | $13,945 | $12,999 | $946 | $946 |
| 76. VANGUARD FTSE DEVELOPED MARKETS ETF | 2024-01-24 | 2024-09-12 | $3,877 | $3,593 | $284 | $284 |
| 1822. VANGUARD FTSE DEVELOPED MARKETS ETF | 2024-01-24 | 2024-09-16 | $94,568 | $86,126 | $8,442 | $8,442 |
| 463. VANGUARD FTSE DEVELOPED MARKETS ETF | 2024-01-24 | 2024-10-04 | $24,105 | $21,886 | $2,219 | $2,219 |
| 126. VANGUARD FTSE DEVELOPED MARKETS ETF | 2024-03-13 | 2024-10-31 | $6,296 | $6,317 | -$21 | -$21 |
| 707. VANGUARD FTSE DEVELOPED MARKETS ETF | 2024-02-27 | 2024-10-31 | $35,328 | $34,494 | $834 | $834 |
| 359. VANGUARD FTSE DEVELOPED MARKETS ETF | 2024-01-24 | 2024-10-31 | $17,939 | $16,970 | $969 | $969 |
| 535. VANGUARD FTSE DEVELOPED MARKETS ETF | 2024-03-13 | 2024-11-21 | $26,222 | $26,823 | -$601 | -$601 |
| 115. VANGUARD FTSE DEVELOPED MARKETS ETF | 2024-03-13 | 2024-12-03 | $5,814 | $5,766 | $48 | $48 |
| 3727. VANGUARD FTSE EMERGING MARKETS ETF | 2024-01-24 | 2024-02-02 | $147,234 | $149,825 | -$2,591 | -$2,591 |
| 2396. VANGUARD FTSE EMERGING MARKETS ETF | 2023-01-05 | 2024-02-02 | $94,653 | $96,008 | -$1,355 | -$1,355 |
| 424. VANGUARD FTSE EMERGING MARKETS ETF | 2024-01-24 | 2024-03-08 | $17,708 | $17,045 | $663 | $663 |
| 470. VANGUARD FTSE EMERGING MARKETS ETF | 2024-01-24 | 2024-04-08 | $19,944 | $18,894 | $1,050 | $1,050 |
| 293. VANGUARD FTSE EMERGING MARKETS ETF | 2024-01-24 | 2024-05-29 | $12,738 | $11,779 | $959 | $959 |
| 1032. VANGUARD FTSE EMERGING MARKETS ETF | 2024-01-24 | 2024-06-06 | $44,942 | $41,486 | $3,456 | $3,456 |
| 214. VANGUARD FTSE EMERGING MARKETS ETF | 2024-01-24 | 2024-06-14 | $9,347 | $8,603 | $744 | $744 |
| 123. VANGUARD FTSE EMERGING MARKETS ETF | 2024-01-24 | 2024-08-27 | $5,516 | $4,945 | $571 | $571 |
| 156. VANGUARD FTSE EMERGING MARKETS ETF | 2024-01-24 | 2024-09-11 | $6,806 | $6,271 | $535 | $535 |
| 43. VANGUARD FTSE EMERGING MARKETS ETF | 2024-01-24 | 2024-09-12 | $1,893 | $1,729 | $164 | $164 |
| 929. VANGUARD FTSE EMERGING MARKETS ETF | 2024-01-24 | 2024-09-16 | $41,409 | $37,346 | $4,063 | $4,063 |
| 328. VANGUARD FTSE EMERGING MARKETS ETF | 2024-01-24 | 2024-10-04 | $16,024 | $13,186 | $2,838 | $2,838 |
| 190. VANGUARD FTSE EMERGING MARKETS ETF | 2024-01-24 | 2024-10-31 | $8,822 | $7,638 | $1,184 | $1,184 |
| 265. VANGUARD FTSE EMERGING MARKETS ETF | 2024-02-27 | 2024-10-31 | $12,304 | $11,027 | $1,277 | $1,277 |
| 103. VANGUARD FTSE EMERGING MARKETS ETF | 2024-03-13 | 2024-10-31 | $4,782 | $4,324 | $458 | $458 |
| 254. VANGUARD FTSE EMERGING MARKETS ETF | 2024-03-13 | 2024-11-21 | $11,489 | $10,663 | $826 | $826 |
| 53. VANGUARD FTSE EMERGING MARKETS ETF | 2024-03-13 | 2024-12-03 | $2,429 | $2,225 | $204 | $204 |
| 184. AERCAP HOLDINGS N.V. SHS | 2020-04-06 | 2024-03-13 | $15,484 | $3,943 | $11,541 | $11,541 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,881,915 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $40,252 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $40,252 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $40,252 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $40,400 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $40,400 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $1 | EsPenaltyAmt |
| Overpayment | $147 | OverpaymentAmt |
| Applied To ES Tax | $147 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | 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 | JAMES LEDLEY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2128809896 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 53 FOREST AVE | AddressLine1Txt |
| City | GREENWICH | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06870 | 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 | Yes (true) | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (true) | MaintainedExpenditureRspnsInd |
| 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 |
|---|---|---|---|---|---|---|
| JAMES LEDLEY | ||||||
| 551 FIFTH AVE 18TH FL | NEW YORK | NY | 10176 | TRUSTEE | 0 | $0 |
| MICHAEL VRANOS | ||||||
| 53 FOREST AVE 3RD FL | OLD GREENWICH | CT | 06870 | TRUSTEE | 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 |
| 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 | $1,221,485 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $92,021 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,313,506 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,313,506 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $19,703 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,293,803 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $64,690 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $64,690 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $40,252 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $40,252 | TotalTaxAmt |
| Distributable Before Adj | $24,438 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $24,438 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $24,438 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,604,806 | 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 | $4,604,806 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $24,438 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,211,220 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $2,609,010 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $3,162,730 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $4,807,740 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $3,774,945 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $15,565,645 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,604,806 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $24,438 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $4,580,368 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $20,146,013 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $1,211,220 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $18,934,793 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,609,010 | ExcessFromYear4Amt |
| Excess From Year3 | $3,162,730 | ExcessFromYear3Amt |
| Excess From Year2 | $4,807,740 | ExcessFromYear2Amt |
| Excess From Year1 | $3,774,945 | ExcessFromYear1Amt |
| Excess From Current Year | $4,580,368 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MICHAEL VRANOS | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (49 entries)
| Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PERUVIAN PAWS ASSOCIATION | ||||||||||||
| CALL ALCANFORES 427 | LIMA | MIRAFLORES | PE | 15074 | N/A | PC | UNRESTRICTED GENERAL | $37,000 | ||||
| AFRICA TRANSFORMATIONAL INITIATIVE | ||||||||||||
| N/A | PC | UNRESTRICTED GENERAL | $50,000 | 11 TOLL GATE RD | LITITZ | PA | 17543 | |||||
| HARVARD UNIVERSITY | ||||||||||||
| N/A | PC | STEM CELL INSTITUTE | $1,715,736 | 1033 MASSACHUSETTS AVENUE | CAMBRIDGE | MA | 021385366 | |||||
| WORCESTER POLYTECHNIC INSTITUTE | ||||||||||||
| N/A | PC | UNRESTRICTED GENERAL | $50,000 | 100 INSTITUTE ROAD | WORCESTER | MA | 01609 | |||||
| YALE NEW HAVEN HOSPITAL | ||||||||||||
| N/A | PC | UNRESTRICTED GENERAL | $25,000 | PO BOX 1849 | NEW HAVEN | CT | 06508 | |||||
| HOPKINS SCHOOL | ||||||||||||
| N/A | PC | UNRESTRICTED GENERAL | $100,000 | 986 FOREST ROAD | NEW HAVEN | CT | 06515 | |||||
| YALE UNIVERSITY | ||||||||||||
| N/A | PC | UNRESTRICTED GENERAL | $250,000 | PO BOX 2038 | NEW HAVEN | CT | 06521 | |||||
| CLC OF FAIRFIELD COUNTY | ||||||||||||
| N/A | PC | UNRESTRICTED GENERAL | $25,000 | 64 PALMERS HILL ROAD | STAMFORD | CT | 06902 | |||||
| DOMUS | ||||||||||||
| N/A | PC | UNRESTRICTED GENERAL | $35,000 | 83 LOCKWOOD AVENUE | STAMFORD | CT | 06902 | |||||
| SAVE THE SOUND | ||||||||||||
| N/A | PC | UNRESTRICTED GENERAL | $10,000 | 900 CHAPEL STREET | NEW HAVEN | CT | 06510 | |||||
| PACIFIC HOUSE INC | ||||||||||||
| N/A | PC | UNRESTRICTED GENERAL | $47,000 | PO BOX 1252 | STAMFORD | CT | 069041252 | |||||
| HANG TIME | ||||||||||||
| N/A | PC | UNRESTRICTED GENERAL | $25,000 | 1000 LAFAYETTE BLVD | BRIDGEPORT | CT | 06604 | |||||
| WOMEN'S MENTORING NETWORK INC | ||||||||||||
| N/A | PC | UNRESTRICTED GENERAL | $5,000 | 141 FRANKLIN STREET | STAMFORD | CT | 06901 | |||||
| LEA'S FDN FOR LEUKEMIA RESEARCH INC | ||||||||||||
| N/A | PC | UNRESTRICTED GENERAL | $25,000 | 522 COTTAGE GROVE ROAD | BLOOMFIELD | CT | 06002 | |||||
| HEARTSHARE HUMAN SERVICES | ||||||||||||
| N/A | PC | UNRESTRICTED GENERAL | $5,000 | 330 JAY STREET | BROOKLYN | NY | 11201 | |||||
| THE METROPOLITAN OPERA | ||||||||||||
| N/A | PC | UNRESTRICTED GENERAL | $75,000 | 30 LINCOLN CENTER | NEW YORK | NY | 10023 | |||||
| HOSPITAL FOR SPECIAL SURGERY | ||||||||||||
| N/A | PC | UNRESTRICTED GENERAL | $138,167 | 535 EAST 70TH STREET | NEW YORK | NY | 10021 | |||||
| PHILOPTOCHOS SOCIAL SERVICES | ||||||||||||
| N/A | PC | UNRESTRICTED GENERAL | $10,000 | 126 E 37TH STREET | NEW YORK | NY | 10016 | |||||
| MEMORIAL SLOAN KETTERING CANCER CENTER | ||||||||||||
| N/A | PC | UNRESTRICTED GENERAL | $500,000 | 1275 YORK AVENUE | NEW YORK | NY | 100656007 | |||||
| CASA NYC | ||||||||||||
| N/A | PC | UNRESTRICTED GENERAL | $71,000 | 121 SIXTH AVENUE | NEW YORK | NY | 100131510 | |||||
| NY POLICE FIRE WIDOWS CHILDRENS FUND | ||||||||||||
| N/A | PC | UNRESTRICTED GENERAL | $25,000 | PO BOX 26837 | NEW YORK | NY | 10019 | |||||
| ROBIN HOOD FOUNDATION | ||||||||||||
| N/A | PC | UNRESTRICTED GENERAL | $35,000 | 826 BROADWAY | NEW YORK | NY | 100034826 | |||||
| EAST HARLEM SCHOOL AT EXODUS HOUSE | ||||||||||||
| N/A | PC | UNRESTRICTED GENERAL | $55,000 | 309 EAST 103RD STREET | NEW YORK | NY | 10029 | |||||
| VIENNESE OPERA BALL | ||||||||||||
| N/A | PC | UNRESTRICTED GENERAL | $10,000 | 442 5TH AVENUE | NEW YORK | NY | 10018 | |||||
| GABRIELLES ANGEL FOUNDATION FOR CANCER | ||||||||||||
| N/A | PC | UNRESTRICTED GENERAL | $65,000 | 142 W 57TH STREET | NEW YORK | NY | 100193590 | |||||
| COLUMBIA UNIVERSITY | ||||||||||||
| N/A | PC | UNRESTRICTED GENERAL | $235,000 | 615 WEST 131 STREET | NEW YORK | NY | 100277922 | |||||
| IRC - INTERNATIONAL RESCUE COMMITTEE | ||||||||||||
| N/A | PC | UNRESTRICTED GENERAL | $50,000 | 122 E 42ND STREET | NEW YORK | NY | 101681299 | |||||
| WORLD CHILDHOOD FOUNDATION | ||||||||||||
| N/A | PC | UNRESTRICTED GENERAL | $35,000 | 900 THIRD AVENUE | NEW YORK | NY | 10022 | |||||
| STAMFORD POLICE FOUNDATION | ||||||||||||
| N/A | PC | UNRESTRICTED GENERAL | $5,000 | 725 BEDFORD STREET | STAMFORD | CT | 069011102 | |||||
| COMMUNITY FOUNDATION OF NJ | ||||||||||||
| N/A | PC | UNRESTRICTED GENERAL | $50,000 | PO BOX 33835 | MORRISTOWN | NJ | 07963 | |||||
| THE OPEN DOOR SHELTER INC | ||||||||||||
| N/A | PC | UNRESTRICTED GENERAL | $38,000 | 4 MERRITT STREET | NORWALK | CT | 068543605 | |||||
| ECSA ELLINGTON CMTY SCHOLARSHIP ASSN | ||||||||||||
| N/A | PC | UNRESTRICTED GENERAL | $20,000 | PO BOX 54 | ELLINGTON | CT | 060290054 | |||||
| VILLA MARIA ACADEMY | ||||||||||||
| N/A | PC | UNRESTRICTED GENERAL | $15,000 | 370 OLD LINCOLN HWY | MALVERN | PA | 193553026 | |||||
| HILDEGARD BEHRENS FOUNDATION | ||||||||||||
| N/A | PC | UNRESTRICTED GENERAL | $30,000 | 276 RIVERSIDE DRIVE | NEW YORK | NY | 10025 | |||||
| WORLD MISSION BAPTIST CHURCH | ||||||||||||
| N/A | PC | UNRESTRICTED GENERAL | $8,000 | 62 S SAN THOMAS AQUINO RD | CAMPBELL | CA | 950082562 | |||||
| CHICAGO HOPE ACADEMY | ||||||||||||
| N/A | PC | UNRESTRICTED GENERAL | $100,000 | 2189 WEST BOWLER STREET | CHICAGO | IL | 606124201 | |||||
| MAYO CLINIC | ||||||||||||
| N/A | PC | UNRESTRICTED GENERAL | $250,000 | 200 FIRST STREET SW | ROCHESTER | MN | 559050001 | |||||
| HEDGE FUNDS CARE INC | ||||||||||||
| N/A | PC | UNRESTRICTED GENERAL | $75,000 | 330 7TH AVENUE STE 2B | NEW YORK | NY | 100015759 | |||||
| STARELIEF AND PET ASSISTANCE INC | ||||||||||||
| N/A | PC | UNRESTRICTED GENERAL | $10,000 | PO BOX 3035 | STAMFORD | CT | 069050035 | |||||
| FOUNDATION FOR FINANCIAL JOURNALISM | ||||||||||||
| N/A | PC | UNRESTRICTED GENERAL | $10,000 | 3819 PARK AVENUE | WILMINGTON | NC | 284036720 | |||||
| DUKE UNIVERSITY HEALTH SYSTEM INC | ||||||||||||
| N/A | PC | UNRESTRICTED GENERAL | $100,000 | 324 BLACKWELL STREET | DURHAM | NC | 277013659 | |||||
| COVENANT HOUSE NEW ORLEANS | ||||||||||||
| N/A | PC | UNRESTRICTED GENERAL | $5,000 | 611 NORTH RAMPART STREET | NEW ORLEANS | LA | 70112 | |||||
| DAILY GIVING INC | ||||||||||||
| N/A | PC | UNRESTRICTED GENERAL | $5,000 | 222 WESTCHESTER AVENUE | WHITE PLAINS | NY | 10604 | |||||
| REGENERATIVE SPORTSCARE FOUNDATION INC | ||||||||||||
| N/A | PC | UNRESTRICTED GENERAL | $50,000 | 377 OAK STREET | GARDEN CITY | NY | 11530 | |||||
| BIG BROTHERS BIG SISTERS OF FSW | ||||||||||||
| N/A | PC | UNRESTRICTED GENERAL | $10,000 | 2975 WESTCHESTER AVENUE | PURCHASE | NY | 105772580 | |||||
| NATIONAL KIDNEY FOUNDATION OF ARIZONA | ||||||||||||
| N/A | PC | UNRESTRICTED GENERAL | $5,000 | 360 E CORONADO ROAD | PHOENIX | AZ | 85004 | |||||
| WONDER GIRLS USA INC | ||||||||||||
| N/A | PC | UNRESTRICTED GENERAL | $5,000 | 27 HEATHER LANE | MAHWAH | NJ | 074301513 | |||||
| RESTAURANT TRADE ASSOCIATION ALLIANCE | ||||||||||||
| N/A | PC | UNRESTRICTED GENERAL | $2,000 | 148 MIDDLE BEACH ROAD | MADISON | CT | 06443 | |||||
| UNIVERSITY OF SOUTHERN CALIFORNIA | ||||||||||||
| N/A | PC | UNRESTRICTED GENERAL | $100,000 | 3551 TROUSDALE PARKWAY ST | LOS ANGELES | CA | 90089 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,601,903 | 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 |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $17,539 | 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 | $2,881,915 | 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 | EXCISE TAX REFUND | Desc |
| Exclusion | 1 | ExclusionCd |
| Exclusion | $59,828 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $2,959,282 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,959,282 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
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 (11 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | Address Line2ContributorUSAddress/AddressLine2Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| MICHAEL VRANOS | |||||||
| 1 | C/O GRIFFIN ASSET MANAGEMENT | 230 PARK AVE 4TH FLOOR | NEW YORK | NY | 10169 | $25,512 | Yes (X) |
| MICHAEL VRANOS | |||||||
| 2 | C/O GRIFFIN ASSET MANAGEMENT | 230 PARK AVE 4TH FLOOR | NEW YORK | NY | 10169 | $17,534 | Yes (X) |
| MICHAEL VRANOS | |||||||
| 3 | C/O GRIFFIN ASSET MANAGEMENT | 230 PARK AVE 4TH FLOOR | NEW YORK | NY | 10169 | $2,522,129 | Yes (X) |
| MICHAEL VRANOS | |||||||
| 4 | C/0 GRIFFIN ASSET MANAGEMENT | 230 PARK AVE 4TH FLOOR | NEW YORK | NY | 10169 | $228,319 | Yes (X) |
| MICHAEL VRANOS | |||||||
| 5 | C/O GRIFFIN ASSET MANAGEMENT | 230 PARK AVE 4TH FLOOR | NEW YORK | NY | 10169 | $102,637 | Yes (X) |
| MICHAEL VRANOS | |||||||
| 6 | C/O GRIFFIN ASSET MANAGEMENT | 230 PARK AVE 4TH FLOOR | NEW YORK | NY | 10169 | $116,133 | Yes (X) |
| MICHAEL VRANOS | |||||||
| 7 | C/O GRIFFIN ASSET MANAGEMENT | 230 PARK AVE 4TH FLOOR | NEW YORK | NY | 10169 | $382,543 | Yes (X) |
| MICHAEL VRANOS | |||||||
| 8 | C/O GRIFFIN ASSET MANAGEMENT | 230 PARK AVE 4TH FLOOR | NEW YORK | NY | 10169 | $11,977 | Yes (X) |
| MICHAEL VRANOS | |||||||
| 9 | C/O GRIFFIN ASSET MANAGEMENT | 230 PARK AVE 4TH FLOOR | NEW YORK | NY | 10169 | $27,986 | Yes (X) |
| MICHAEL VRANOS | |||||||
| 10 | C/O GRIFFIN ASSET MANAGEMENT | 230 PARK AVE 4TH FLOOR | NEW YORK | NY | 10169 | $8,670 | Yes (X) |
| MICHAEL VRANOS | |||||||
| 11 | C/O GRIFFIN ASSET MANAGEMENT | 230 PARK AVE 4TH FLOOR | NEW YORK | NY | 10169 | $15,152 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (11 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 2302 SHS BANCO BILBAO VIZCAYA | $25,512 | 2024-03-12 |
| 2 | 522 SHS DISCO CORP | $17,534 | 2024-03-12 |
| 3 | 6815 SHS BERKSHIRE HATHAWAY | $2,522,129 | 2024-01-23 |
| 4 | 316 SHS ELI LILLY | $228,319 | 2024-11-18 |
| 5 | 770 SHS NOVO-NORDISK | $102,637 | 2024-03-12 |
| 6 | 196 SHS NVIDIA | $116,133 | 2024-01-23 |
| 7 | 2742 SHS HEALTH CARE SELECT | $382,543 | 2024-01-23 |
| 8 | 314 SHS TENARIS S A | $11,977 | 2024-03-14 |
| 9 | 224 SHS TOKYO ELECTRON | $27,986 | 2024-03-12 |
| 10 | 506 SHS UNICREDITO SPA | $8,670 | 2024-03-12 |
| 11 | 184 SHS AERCAP HOLDINGS | $15,152 | 2024-03-12 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE | CategoryTxt |
| Amt | $1,250 | Amt |
| Disbursements Charitable Prps | $1,250 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (3 entries)
| Address Line1ForeignAddress/AddressLine1Txt | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PERUVIAN PAWS ASSOC | ||||||||||||
| JIRON STA LEONOR 6438 | LIMA | PE | 15074 | 2024-12-01 | $19,750 | VETERINARIAN FEES, FOOD, TRANSPORTATION, CONSTRUCTION | $19,750 | 10/6/2025 | ||||
| HILDEGARDE BEHRENS FDN | ||||||||||||
| 2024-10-09 | $30,000 | LINDERMANN YOUNG ARTIST DEVELOPMENT PROGRAM | $30,000 | 10/7/2025 | 276 RIVERSIDE DR STE 12F | NEW YORK | NY | 10025 | ||||
| AFRICAN TRANSFORMATIONAL INITIATIVE | ||||||||||||
| 2024-10-04 | $50,000 | Multi-Agency Collaboration Training to combat transnational wildlife and forest crimes in Africa | $50,000 | 10/11/2025 | 11 TOLL GATE RD | LITITZ | PA | 17543 | ||||
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CLASS A SHARES PREFERRED | StockNm |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 78462F103 SPDR S&P 500 ETF TRU | AT COST | $20,141 | $22,857 |
| 46435G268 ISHARES RUSSELL 2500 | AT COST | $4,360 | $4,624 |
| 921943858 VANGUARD FTSE DEVELO | AT COST | $11,381 | $10,855 |
| 922042858 VANGUARD INTL EQTY I | AT COST | $4,660 | $4,888 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ADJ MARKET VALUE TO TAX COST | $2,426,886 |
| TAX COST ADJ | $303,358 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INVESTMENT FEE | Desc |
| Revenue And Expenses Per Books | $609 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $609 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCISE TAX REFUND | Desc |
| Revenue And Expenses Per Books | $59,828 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch
Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLongGrp
Borrower Name BorrowerNameGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHICAGO HOPE ACADEMY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Insider Relationship | NONE | InsiderRelationshipTxt |
| Loan Original | $250,000 | LoanOriginalAmt |
| Balance Due | $250,000 | BalanceDueAmt |
| Interest | 0 | InterestRt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMNT MNGMNT FEES (NON-DED | CategoryTxt |
| Amt | $4,132 | Amt |
| Net Investment Income | $2,479 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,653 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $363 | $363 | $0 |
| EXCISE TAX ESTIMATES | $40,400 | $0 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $209 | $209 | $0 |