CANEEL FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- CANEEL FAMILY FOUNDATION (EIN 45-3570598)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-04
- IRS object ID
- 202513089349101511
- 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 Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-04T14:27:43-06:00 | 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 | 453570598 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Caneel Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | CANE | 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 | John H Bruning | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2025-10-28 | 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 | $7,142,293 | 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 | $500,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $356 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $356 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $53,817 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $53,817 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $883,595 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,197,996 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $966,823 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $6,019 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $6,019 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,443,787 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,027,015 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $254 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $254 | OtherProfFeesNetInvstIncmAmt |
| Interest Rev And Expnss | $96 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $96 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $4,925 | TaxesRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $2,298 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $2,298 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $41,335 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $18,350 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $22,985 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $48,908 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $18,700 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $25,283 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $228,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $228,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $276,908 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $18,700 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $253,283 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,166,879 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,008,315 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $72,004 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $508,222 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $508,222 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $783,554 | CorporateStockBOYAmt |
| Corporate Stock EOY | $798,609 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,880,900 | CorporateStockEOYFMVAmt |
| Other Investments EOY | $715,606 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $753,171 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $855,558 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,022,437 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,142,293 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $855,558 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,022,437 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $855,558 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,022,437 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $855,558 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,022,437 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $855,558 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,166,879 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,022,437 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,022,437 | 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 | $1,197,996 | GrossSalesPriceAmt |
| Cost Or Other Basis | $231,173 | CostOrOtherBasisAmt |
| Gain Or Loss | $966,823 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $966,823 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $966,823 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $14,016 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $14,016 | SubtotalAmt |
| Tax Based On Investment Income | $14,016 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,500 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $11,400 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $14,900 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $884 | OverpaymentAmt |
| Applied To ES Tax | $884 | 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 | NY | 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 | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| 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 (8 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 |
|---|---|---|---|---|---|---|---|---|
| Barbara Bruning | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP, Dir | 1.0 | $0 | $0 | $0 |
| John H Bruning | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Pres | 1.0 | $0 | $0 | $0 |
| Richard Bruning | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| John Dent | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Sec | 1.0 | $0 | $0 | $0 |
| Lane Dent | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Susan Miller | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Robert H Sanders | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Treas | 1.0 | $0 | $0 | $0 |
| John Hyatt Sanders II | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| 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 | $5,271,638 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $74,798 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $452,521 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,798,957 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,798,957 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $86,984 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,711,973 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $285,599 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $285,599 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $14,016 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $14,016 | TotalTaxAmt |
| Distributable Before Adj | $271,583 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $271,583 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $271,583 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $253,283 | 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 | $253,283 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $271,583 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $237,394 | UndistributedIncomePYAmt |
| Qualifying Distributions | $253,283 | QualifyingDistributionsAmt |
| Applied To Year1 | $237,394 | AppliedToYear1Amt |
| Applied To Current Year | $15,889 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $255,694 | 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 | Barbara Bruning | ContributingManagerNm |
| Contributing Manager | John H Bruning | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (35 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALZHEIMER'S DISEASE AND RELATED DISORDERS ASSOCIAT | |||||||
| PO BOX 96011 | WASHINGTON | DC | 20090 | N/A | PC | General & Unrestricted | $5,000 |
| AMERICARES FOUNDATION INC | |||||||
| 88 HAMILTON AVE | STAMFORD | CT | 06902 | N/A | PC | General & Unrestricted | $5,000 |
| ATHLETES FOR HOPE | |||||||
| 6006 PRINCETON AVE | GLEN ECHO | MD | 20812 | N/A | PC | Charitable Event | $14,000 |
| BOYS & GIRLS CLUB OF MONMOUTH COUNTY | |||||||
| 1201 MONROE AVE | ASBURY PARK | NJ | 07712 | N/A | PC | General & Unrestricted | $5,000 |
| CENTER FOR YOUTH SERVICES INC | |||||||
| 905 MONROE AVE | ROCHESTER | NY | 14620 | N/A | PC | Community Schools Coalition of Monroe County | $15,000 |
| CHRIS BABCOCK ART PREP | |||||||
| 5907 CALIFORNIA ST | SAN FRANCISCO | CA | 94121 | N/A | PC | General & Unrestricted | $500 |
| DELPHI DRUG & ALCOHOL COUNCIL INC | |||||||
| 72 HINCHEY RD | ROCHESTER | NY | 14624 | N/A | PC | Charitable Event | $500 |
| ENVIRO COMMUNITY LIVING CENTER | |||||||
| PO BOX 791248 | PAIA | HI | 96779 | N/A | PC | Hungry Heroes Hawaii | $25,000 |
| FISHER HOUSE FOUNDATION INC | |||||||
| 12300 TWINBROOK PKWY STE 410 | ROCKVILLE | MD | 20852 | N/A | PC | General & Unrestricted | $2,500 |
| GIRLS HELPING GIRLS PERIOD | |||||||
| 38 GLENSIDE RD | SOUTH ORANGE | NJ | 07079 | N/A | PC | General & Unrestricted | $1,000 |
| GREATER ROCHESTER SUMMER LEARNING ASSOCIATION INC | |||||||
| C/O CHILDRENS INSTITUTE 274 N GOO | ROCHESTER | NY | 14607 | N/A | PC | General & Unrestricted | $5,000 |
| HONOR FLIGHT ROCHESTER INC | |||||||
| PO BOX 23581 | ROCHESTER | NY | 14692 | N/A | PC | General & Unrestricted | $1,000 |
| INNOCENCE PROJECT INC | |||||||
| 40 WORTH ST RM 701 | NEW YORK | NY | 10013 | N/A | PC | General & Unrestricted | $5,000 |
| LEUKEMIA & LYMPHOMA SOCIETY INC | |||||||
| PO BOX 22324 | NEW YORK | NY | 10087 | N/A | PC | General & Unrestricted | $5,000 |
| MID ATLANTIC AMATEUR HOCKEY ASSOCIATION | |||||||
| 251 E GLEN AVE | RIDGEWOOD | NJ | 07450 | N/A | PC | Special Hockey Atlantic District | $9,500 |
| N Y POLICE AND FIRE WIDOWS & CHILDRENS BENEFIT FUN | |||||||
| PO BOX 26837 | NEW YORK | NY | 10087 | N/A | PC | Charitable Event | $1,500 |
| NAACP LEGAL DEFENSE AND EDUCATIONAL FUND INC | |||||||
| 40 RECTOR ST 5TH FL | NEW YORK | NY | 10006 | N/A | PC | General & Unrestricted | $2,000 |
| NATIONWIDE CHILDRENS HOSPITAL INC | |||||||
| 525 E MOUND ST | COLUMBUS | OH | 43215 | N/A | PC | Charitable Event | $2,000 |
| OPEN MEDICINE FOUNDATION INC | |||||||
| 29302 LARO DR | AGOURA HILLS | CA | 91301 | N/A | PC | General & Unrestricted | $30,000 |
| PARTNERS IN HEARING INC | |||||||
| PO BOX 572 | MOUNT KISCO | NY | 10549 | N/A | PC | General & Unrestricted | $1,000 |
| PELOTONIA | |||||||
| 2281 KENNY RD STE 450 | COLUMBUS | OH | 43210 | N/A | PC | General & Unrestricted | $2,000 |
| PENFIELD POP WARNER FOOTBALL INC | |||||||
| PO BOX 141 | PENFIELD | NY | 14526 | N/A | PC | General & Unrestricted | $1,000 |
| R COMMUNITY BIKES INC | |||||||
| PO BOX 26471 | ROCHESTER | NY | 14626 | N/A | PC | General & Unrestricted | $5,000 |
| RANNEY SCHOOL | |||||||
| 235 HOPE RD | TINTON FALLS | NJ | 07724 | N/A | PC | Welcome Center | $10,000 |
| ROCHESTER GENERAL COLLEGE OF HEALTH CAREERS | |||||||
| 470 SKYVIEW CENTRE PKWY | ROCHESTER | NY | 14622 | N/A | PC | General Scholarship Fund | $5,000 |
| SAN FRANCISCO DAY SCHOOL | |||||||
| 350 MASONIC AVE | SAN FRANCISCO | CA | 94118 | N/A | PC | General & Unrestricted | $2,500 |
| SAN FRANCISCO DAY SCHOOL | |||||||
| 350 MASONIC AVE | SAN FRANCISCO | CA | 94118 | N/A | PC | Breakthrough SF | $15,000 |
| STEPHEN SILLER TUNNEL TO TOWERS FOUNDATION | |||||||
| 2361 HYLAN BLVD | STATEN ISLAND | NY | 10306 | N/A | PC | General & Unrestricted | $1,500 |
| THE BAY SCHOOL OF SAN FRANCISCO | |||||||
| 35 KEYES AVE | SAN FRANCISCO | CA | 94129 | N/A | PC | Continuation of professional education programs for The Bay School faculty | $5,000 |
| THE BAY SCHOOL OF SAN FRANCISCO | |||||||
| 35 KEYES AVE | SAN FRANCISCO | CA | 94129 | N/A | PC | General & Unrestricted | $5,000 |
| THE OLYMPIC CLUB FOUNDATION | |||||||
| 524 POST ST | SAN FRANCISCO | CA | 94102 | N/A | PC | General & Unrestricted | $1,000 |
| UNIVERSITY AT BUFFALO FOUNDATION INC | |||||||
| PO BOX 900 | BUFFALO | NY | 14226 | N/A | PC | The Tracey I. Wheeler Scholarship Scholarship Fund | $4,000 |
| VISION TO LEARN | |||||||
| 12100 WILSHIRE BLVD STE 1275 | LOS ANGELES | CA | 90025 | N/A | PC | General & Unrestricted | $500 |
| WASHINGTON NATIONAL CATHEDRAL | |||||||
| 3101 WISCONSIN AVE NW | WASHINGTON | DC | 20016 | N/A | PC | NCS Purple and Gold Fund | $10,000 |
| YMCA OF GREATER ROCHESTER | |||||||
| 444 E MAIN ST | ROCHESTER | NY | 14604 | N/A | PC | For the operational needs of the Schottland Family Branch, specifically for the following: New chairs for group exercise programs, new play structure for Child Watch program, & improvements to audio receivers in studios | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $228,000 | 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 | $356 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $53,817 | 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 | $883,595 | 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 | $6,019 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $943,787 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $943,787 | 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 | Bruning John H | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16 Chipmunk Trail | AddressLine1Txt |
| City | Pittsford | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14534 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $500,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Depreciation Schedule DepreciationSchedule
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Form 926 | IdentifierTxt |
| Form And Line Reference | Form 926 | FormAndLineReferenceDesc |
| Medium Explanation | 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. | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (29 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBVIE INC | $5,201 | $4,993 |
| ALPHABET INC CL A | $11,776 | $13,179 |
| AMAZON COM | $13,178 | $15,221 |
| APPLE INC | $357,869 | $4,922,192 |
| BERKSHIRE HATHAWAY INC. CLASS | $6,292 | $6,185 |
| BLACKROCK INC | $8,628 | $8,824 |
| BROADCOM INC | $4,753 | $5,029 |
| CORNING INC | $214,262 | $728,007 |
| CUMMINS INC | $3,411 | $3,590 |
| ELI LILLY & CO | $7,531 | $6,470 |
| FISERV, INC | $3,868 | $3,887 |
| HOME DEPOT INC | $6,196 | $5,982 |
| JP MORGAN CHASE | $6,571 | $7,033 |
| META PLATFORMS INC | $5,800 | $5,875 |
| MICROSOFT CORP | $20,554 | $20,293 |
| MONSTER BEVERAGE CORP | $4,160 | $4,097 |
| MSCI INC | $5,484 | $5,485 |
| NETFLIX INC | $4,267 | $4,974 |
| PALO ALTO NETWORKS INC | $2,384 | $2,307 |
| PROCTER GAMBLE CO | $4,650 | $4,585 |
| SALESFORCE.COM | $3,391 | $3,939 |
| SPDR BARCLAYS CAPITAL 1-3 MONT | $1,459 | $1,454 |
| SPDR S&P 500 ETF TRUST | $75,353 | $72,911 |
| TESLA MOTORS INC | $1,857 | $3,460 |
| THE BLACKSTONE GROUP INC CL A | $3,969 | $4,092 |
| THERMO FISHER SCIENTIFIC INC | $639 | $600 |
| US BANCORP | $4,731 | $4,714 |
| VISA INC | $6,481 | $7,046 |
| WALT DISNEY HOLDINGS CO | $3,894 | $4,476 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ARES PRIVATE MARKETS FUND CLAS | $100,000 | $102,844 |
| BLACKSTONE PRIVATE EQUITY STRA | $256,937 | $274,332 |
| FVP GROWTH PARTNERS, LP | $99,948 | $119,150 |
| HRCP TE INVESTORS, LP | $8,721 | $7,895 |
| NORTH HAVEN PRIVATE INCOME FUN | $250,000 | $248,950 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $22,563 | $22,563 | |
| Bank Charges | $10,563 | $10,563 | |
| Digital Subscriptions | $172 | $172 | |
| K-1 Exp BLACKSTONE PRIVATE EQU | $1,576 | $1,576 | |
| K-1 Exp FVP GROWTH PARTNERS, L | $6,176 | $6,176 | |
| K-1 Exp HRCP TE INVESTORS, LP | $35 | $35 | |
| State or Local Filing Fees | $250 | $250 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| K-1 Inc/Loss BLACKSTONE PRIVATE EQUITY STRATEGIES | $6,013 | $6,013 |
| K-1 Inc/Loss HRCP TE INVESTORS, LP | $6 | $6 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $254 | Amt |
| Net Investment Income | $254 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2024 | $3,500 |
| 990-PF Excise Tax for 2023 | $1,425 |