JOSEPH AND JOAN CULLMAN CONSERVATION FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- JOSEPH AND JOAN CULLMAN CONSERVATION FOUNDATION INC (EIN 20-1499645)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-17
- IRS object ID
- 202513219349107566
- 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
- Depreciation Schedule
- 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 | 2025-11-17T17:47:05-06:00 | 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 | 201499645 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Joseph and Joan Cullman Conservation | BusinessNameLine1Txt |
| Business Name Line2 | Foundation Inc | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | JOSE | 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 | JOEL H TREISMAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2025-11-15 | 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 | $8,344,611 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $27,130 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $27,130 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $71,618 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $71,618 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,608,866 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $8,454,061 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,684,480 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $7,856 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $15,368 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,715,470 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,798,596 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $34,563 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $34,563 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $2,358 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $258 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $49,382 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $30,736 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $16,195 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $86,303 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $65,557 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $16,195 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $337,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $337,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $423,303 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $65,557 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $353,195 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,292,167 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,733,039 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $112,359 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $412,127 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $412,127 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $494,438 | USGovernmentObligationsBOYAmt |
| Corporate Stock BOY | $3,821,042 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,377,763 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,765,704 | CorporateStockEOYFMVAmt |
| Other Investments EOY | $3,930,116 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,166,780 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,427,839 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,720,006 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,344,611 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $4,427,839 | RetainedEarningBOYAmt |
| Retained Earning EOY | $7,720,006 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,427,839 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,720,006 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,427,839 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,720,006 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,427,839 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,292,167 | ExcessRevenueOverExpensesAmt |
| Subtotal | $7,720,006 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $7,720,006 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| Publicly-traded Securities | $8,454,061 | $4,780,021 | $3,674,040 | $3,674,040 |
| Passthrough K1 Capital Gain/(Loss) | $10,440 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,684,480 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $51,889 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $51,889 | SubtotalAmt |
| Tax Based On Investment Income | $51,889 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $635 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $55,700 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $56,335 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $37 | EsPenaltyAmt |
| Overpayment | $4,409 | OverpaymentAmt |
| Applied To ES Tax | $4,409 | 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 | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Michael Cardozo | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Sec, Treas, VP | 1.0 | $0 | $0 | $0 |
| Joel Treisman | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Pres | 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 | $4,895,292 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $705,784 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,707,835 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,308,911 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,308,911 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $124,634 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,184,277 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $409,214 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $409,214 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $51,889 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $51,889 | TotalTaxAmt |
| Distributable Before Adj | $357,325 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $357,325 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $357,325 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $353,195 | 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 | $353,195 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $357,325 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $331,374 | UndistributedIncomePYAmt |
| Qualifying Distributions | $353,195 | QualifyingDistributionsAmt |
| Applied To Year1 | $331,374 | AppliedToYear1Amt |
| Applied To Current Year | $21,821 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $335,504 | 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 | NONE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (27 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ADIRONDACK CENTER FOR LOON CONSERVATION | |||||||
| PO BOX 195 | RAY BROOK | NY | 12977 | N/A | PC | General & Unrestricted | $1,000 |
| ADIRONDACK COUNCIL INC | |||||||
| PO BOX D2 | ELIZABETHTOWN | NY | 12932 | N/A | PC | General & Unrestricted | $20,000 |
| ADIRONDACK LAND TRUST INC | |||||||
| PO BOX 130 | KEENE | NY | 12942 | N/A | PC | General & Unrestricted | $15,000 |
| ADIRONDACK PUBLIC OBSERVATORY INC | |||||||
| PO BOX 1332 | TUPPER LAKE | NY | 12986 | N/A | PC | Adirondack Sky Center | $1,000 |
| ALLIANCE TO PROTECT NANTUCKET SOUND INC | |||||||
| 4 BARNSTABLE RD | HYANNIS | MA | 02601 | N/A | PC | General & Unrestricted | $5,000 |
| AMERICAN MUSEUM OF NATURAL HISTORY | |||||||
| 200 CENTRAL PARK W | NEW YORK | NY | 10024 | N/A | PC | Center for Biodiversity | $15,000 |
| ATLANTIC SALMON FEDERATION INC | |||||||
| PO BOX 807 | CALAIS | ME | 04619 | N/A | PC | Charitable Event | $15,000 |
| ATLANTIC SALMON FEDERATION INC | |||||||
| PO BOX 807 | CALAIS | ME | 04619 | N/A | PC | General & Unrestricted | $30,000 |
| CARY INSTITUTE OF ECOSYSTEM STUDIES INC | |||||||
| 2801 SHARON TPKE | MILLBROOK | NY | 12545 | N/A | PC | General & Unrestricted | $12,000 |
| CENTRAL PARK CONSERVANCY INC | |||||||
| 717 FIFTH AVE | NEW YORK | NY | 10022 | N/A | PC | General & Unrestricted | $3,000 |
| EARTHPLACE THE NATURE DISCOVERY CENTER INC | |||||||
| 10 WOODSIDE LN | WESTPORT | CT | 06880 | N/A | PC | General & Unrestricted | $10,000 |
| LEAGUE OF CONSERVATION VOTERS EDUCATION FUND | |||||||
| 740 15TH ST NW 7TH FL | WASHINGTON | DC | 20005 | N/A | PC | General & Unrestricted | $3,000 |
| MARINE MAMMAL ALLIANCE NANTUCKET INC | |||||||
| PO BOX 3625 | NANTUCKET | MA | 02584 | N/A | PC | General & Unrestricted | $5,000 |
| NANTUCKET CONSERVATION FOUNDATION INC | |||||||
| PO BOX 13 | NANTUCKET | MA | 02554 | N/A | PC | General & Unrestricted | $5,000 |
| NANTUCKET LAND AND WATER COUNCIL INC | |||||||
| PO BOX 502 | NANTUCKET | MA | 02554 | N/A | PC | General & Unrestricted | $5,000 |
| NANTUCKET MARIA MITCHELL ASSOC | |||||||
| 4 VESTAL ST | NANTUCKET | MA | 02554 | N/A | PC | General & Unrestricted | $5,000 |
| NANTUCKET SHELLFISH ASSOCIATION INC | |||||||
| 45 SPARKS AVE 2ND FL | NANTUCKET | MA | 02554 | N/A | PC | General & Unrestricted | $5,000 |
| NANTUCKET SUSTAINABLE DEVELOPMENT CORPORATION | |||||||
| 14 FEDERAL ST STE 2 | NANTUCKET | MA | 02554 | N/A | PC | General & Unrestricted | $5,000 |
| NATURAL RESOURCES DEFENSE COUNCIL INC | |||||||
| 40 WEST 20TH ST 11TH FLOOR | NEW YORK | NY | 10011 | N/A | PC | General & Unrestricted | $20,000 |
| NATURE CONSERVANCY - ADIRONDACK CHAPTER | |||||||
| PO BOX 65 | KEENE VALLEY | NY | 12943 | N/A | PC | General & Unrestricted | $15,000 |
| NEW YORK BOTANICAL GARDEN | |||||||
| 2900 SOUTHERN BLVD | BRONX | NY | 10458 | N/A | PC | General & Unrestricted | $5,000 |
| ONONDAGA AUDUBON SOCIETY INC ONONDAGA AUDUBON SOCI | |||||||
| PO BOX 620 | SYRACUSE | NY | 13201 | N/A | PC | General & Unrestricted | $12,000 |
| PAUL SMITHS COLLEGE OF ARTS AND SCIENCES | |||||||
| PO BOX 265 | PAUL SMITHS | NY | 12970 | N/A | PC | General & Unrestricted | $20,000 |
| SMITHSONIAN INSTITUTION | |||||||
| MRC 937 PO BOX 37012 | WASHINGTON | DC | 20013 | N/A | PC | JFC 3rd Library of Natural History | $25,000 |
| THE WILD CENTER | |||||||
| 45 MUSEUM DR | TUPPER LAKE | NY | 12986 | N/A | PC | General & Unrestricted | $25,000 |
| WILDLIFE CONSERVATION NETWORK INC | |||||||
| 209 MISSISSIPPI ST | SAN FRANCISCO | CA | 94107 | N/A | PC | General & Unrestricted | $5,000 |
| WORLD WILDLIFE FUND INC | |||||||
| 1250 24TH ST NW | WASHINGTON | DC | 20037 | N/A | PC | General & Unrestricted | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $337,000 | 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 | $27,130 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $71,618 | 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 | $3,608,866 | 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 |
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | -$7,512 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $15,368 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$7,512 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,722,982 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,715,470 | 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 |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BLACKROCK STRAT INC OPP PORTFO | $397,169 | $401,253 |
| SPDR S&P 500 ETF TRUST | $2,980,594 | $3,364,451 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BBR ABSOLUTE RETURN | $350,000 | $367,451 |
| BBR ALO FUND, LLC | $1,700,000 | $1,827,689 |
| BBR EQUITY LONG/SHORT, LTD | $1,250,000 | $1,306,681 |
| BBR FIXED INCOME OPPORTUNITIES | $421,711 | $419,959 |
| BBR PRIVATE LP | $208,405 | $245,000 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $15,945 | $15,945 | |
| Bank Charges | $7 | $7 | |
| K-1 Exp BBR FIXED INCOME OPPOR | $1,479 | $1,479 | |
| K-1 Exp BBR PRIVATE LP | $31,701 | $29,250 | |
| 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 BBR FIXED INCOME OPPORTUNITIES FUND | $13,510 | $13,510 |
| K-1 Inc/Loss BBR PRIVATE LP | -$5,654 | $1,858 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $34,563 | Amt |
| Net Investment Income | $34,563 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2024 | $600 | |
| 990-PF Extension for 2023 | $1,500 | |
| Foreign Tax Paid | $258 | $258 |