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CLEVELAND H DODGE FOUNDATION INC: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
CLEVELAND H DODGE FOUNDATION INC (EIN 13-6015087)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-11-05
IRS object ID
202523099349100722
Schema version
2024v5.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2025-11-05T12:37:21-06:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN331374517PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PKF O'CONNOR DAVIES ADVISORY LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1245 PARK AVENUE 12TH FLOORAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10167ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN136015087EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CLEVELAND H DODGE FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCLEVBusinessNameControlTxt
Phone2129722800PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1515 MADISON AVENUE 1125AddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10022ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSARAH BARNETTPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone2129722800PhoneNum
Signature2025-11-04SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSCOTT BROWNPreparerPersonNm
PTINP02104034PTIN
Phone2122862600PhoneNum
Preparation2025-11-04PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$72,371,653FMVAssetsEOYAmt
Method Of Accounting OtherYes (X)MethodOfAccountingOtherInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$88,197InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$88,197InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$1,076,455DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,119,570DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$5,696,644NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$14,077,296GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$5,604,968CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$14,160OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$100,502OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$6,875,456TotalRevAndExpnssAmt
Total Net Invst Incm$6,913,237TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$298,162CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$298,162CompOfcrDirTrstDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$14,820PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$0PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$14,820PensionEmplBnftDsbrsChrtblAmt
Accounting Fees Rev And Expnss$36,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$34,000AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$589,968OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$464,544OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$125,424OtherProfFeesDsbrsChrtblAmt
Interest Net Invst Incm$1,877InterestNetInvstIncmAmt
Taxes Rev And Expnss$72,000TaxesRevAndExpnssAmt
Taxes Net Invst Incm$168TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Occupancy Rev And Expnss$105,020OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$0OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$105,020OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$84,152TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$84,152TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$49,466OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$19,794OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$49,466OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,249,588TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$486,383TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$711,044TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$2,140,232ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$2,140,232ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$3,389,820TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$486,383TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$2,851,276TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$3,485,636ExcessRevenueOverExpensesAmt
Net Investment Income$6,426,854NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$269,497CashBOYAmt
Cash EOY$334,549CashEOYAmt
Cash EOYFMV$334,549CashEOYFMVAmt
Sav And Temp Cash Invst BOY$1,584,294SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,280,751SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,280,751SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$6,724,586USGovernmentObligationsBOYAmt
US Government Obligations EOY$7,490,326USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$7,490,326USGovtObligationsEOYFMVAmt
Corporate Stock BOY$45,840,644CorporateStockBOYAmt
Corporate Stock EOY$49,311,700CorporateStockEOYAmt
Corporate Stock EOYFMV$49,311,700CorporateStockEOYFMVAmt
Corporate Bonds BOY$4,511,403CorporateBondsBOYAmt
Corporate Bonds EOY$4,786,645CorporateBondsEOYAmt
Corporate Bonds EOYFMV$4,786,645CorporateBondsEOYFMVAmt
Other Investments BOY$7,010,575OtherInvestmentsBOYAmt
Other Investments EOY$8,542,739OtherInvestmentsEOYAmt
Other Investments EOYFMV$8,542,739OtherInvestmentsEOYFMVAmt
Other Assets BOY$614,051OtherAssetsBOYAmt
Other Assets EOY$624,943OtherAssetsEOYAmt
Other Assets EOYFMV$624,943OtherAssetsEOYFMVAmt
Total Assets BOY$66,555,050TotalAssetsBOYAmt
Total Assets EOY$72,371,653TotalAssetsEOYAmt
Total Assets EOYFMV$72,371,653TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$66,018,050NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$71,834,653NoDonorRstrNetAssestsEOYAmt
Donor Rstr Net Assets BOY$537,000DonorRstrNetAssetsBOYAmt
Donor Rstr Net Assets EOY$537,000DonorRstrNetAssetsEOYAmt
Tot Net Ast Or Fund Balances BOY$66,555,050TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$72,371,653TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$66,555,050TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$72,371,653TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$66,555,050TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$3,485,636ExcessRevenueOverExpensesAmt
Other Increases$2,330,967OtherIncreasesAmt
Subtotal$72,371,653SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$72,371,653TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (17 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIESP$14,021,683$8,700,035$5,321,648$5,321,648
OCA OHA CREDIT FUND SEGREAGATED PORTFOLIOP$14,581$14,581
OCA VENBIO III SEGREGATED PORTFOLIOP$13,399$13,399
BLACKSTONE REAL ESTATE INCOME TRUSTP-$1,627-$1,627
OCA RA CAPITAL HEALTHCARE SEGREGATED PORTFOLIOP$157,895$157,895
OCA BREDS III TE LLCP$24$24
OCA SILVER LAKE V TE LLCP$1,907$1,907
OCA CMTG LLCP$330$330
DAVIDSON KEMPNER LONG-TERM DISTRESSED OPPTY INTERNATIONAL VP$10,907$10,907
OCA TA XIV LLCP$1,159$1,159
OCA TBP VII LLCP-$44-$44
OCA THOMA BRAVO FUND XIV TE LLCP$5,437$5,437
OCA VOF LLCP-$1,212-$1,212
OCA FCC III LLCP$258$258
OCA PREFERRED INCOME LLCP$16,674$16,674
OCA VDF TE LLCP$8,019$8,019
CAPITAL GAINS DIVIDENDSP$55,613$55,613$55,613
FieldValueIRS element (for citing)
Capital Gain Net Income$5,604,968CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$89,333InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$89,333SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$89,333TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$88,276EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$40,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$128,276TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$38,943OverpaymentAmt
Applied To ES Tax$38,943AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressHTTPS://WWW.CHDODGEFOUNDATION.ORG/WebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1CLEVELAND H DODGE FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2129722800PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1515 MADISON AVENUEAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10022ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnYes (1)FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (21 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
WILLIAM D RUECKERT
515 MADISON AVENUE SUITE 1125NEW YORKNY10022PRESIDENT12.00$0$0$0
LOUIS E BLACK ESQ
515 MADISON AVENUE SUITE 1125NEW YORKNY10022SECRETARY2.00$0$0$0
JOHNSON GARRETT
515 MADISON AVENUE SUITE 1125NEW YORKNY10022VICE PRESIDENT2.00$0$0$0
CATHERINE O KERR
515 MADISON AVENUE SUITE 1125NEW YORKNY10022TREASURER1.00$0$0$0
SALLY DODGE
515 MADISON AVENUE SUITE 1125NEW YORKNY10022DIRECTOR ( EMERITUS AS OF 6/2024)1.00$0$0$0
BOLLING W HAXALL JR
515 MADISON AVENUE SUITE 1125NEW YORKNY10022DIRECTOR ( EMERITUS AS OF 6/2024)1.00$0$0$0
ERIC HUNT HOWELL
515 MADISON AVENUE SUITE 1125NEW YORKNY10022DIRECTOR1.00$0$0$0
CHARLOTTE W LENZNER
515 MADISON AVENUE SUITE 1125NEW YORKNY10022DIRECTOR1.00$0$0$0
CLEVELAND D RUECKERT
515 MADISON AVENUE SUITE 1125NEW YORKNY10022DIRECTOR1.00$0$0$0
MATTHEW CLEVELAND MOLE
515 MADISON AVENUE SUITE 1125NEW YORKNY10022DIRECTOR AS OF JUNE 20241.00$0$0$0
WILLIAM D KERR
515 MADISON AVENUE SUITE 1125NEW YORKNY10022DIRECTOR1.00$0$0$0
CLEVELAND D REA JR
515 MADISON AVENUE SUITE 1125NEW YORKNY10022DIRECTOR1.00$0$0$0
STEPHEN CAMPBELL
515 MADISON AVENUE SUITE 1125NEW YORKNY10022DIRECTOR THROUGH JUNE 20241.00$0$0$0
KATHARINE HAXALL CRONIN
515 MADISON AVENUE SUITE 1125NEW YORKNY10022DIRECTOR1.00$0$0$0
COLIN MACKINTOSH
515 MADISON AVENUE SUITE 1125NEW YORKNY10022DIRECTOR AS OF JUNE 20241.00$0$0$0
ALFRED H HOWELL JR
515 MADISON AVENUE SUITE 1125NEW YORKNY10022EMERITUS DIRECTOR1.00$0$0$0
BAYARD D REA
515 MADISON AVENUE SUITE 1125NEW YORKNY10022EMERITUS DIRECTOR1.00$0$0$0
INGRID R WARREN
515 MADISON AVENUE SUITE 1125NEW YORKNY10022EMERITUS DIRECTOR1.00$0$0$0
SARAH BARNETT
515 MADISON AVENUE SUITE 1125NEW YORKNY10022EXECUTIVE DIRECTOR40.00$197,230$0$0
EMILY MOMMSEN
515 MADISON AVENUE SUITE 1125NEW YORKNY10022FORMER EXECUTIVE DIRECTOR0.01$3,780$0$0
PHYLLIS CRISCUOLI
515 MADISON AVENUE SUITE 1125NEW YORKNY10022FORMER EXECUTIVE DIRECTOR0.01$97,152$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
BECK MACK AND OLIVER
330 MADISON AVENUENEW YORKNY10017INVESTMENT ADVISORS$186,998
AVITY INVESTMENT MANAGEMENT INC
80 FIELDPORT ROADGREENWICHCT06836INVESTMENT ADVISORS$158,781
FOUNDATION SOURCE
3333 NEW HYDE PARK ROAD SUITE 406NEW HYDE PARKNY11042ADMINISTRATIVE SERVICES$117,849
OFFIT CAPITAL ADVISORS LLC
485 LEXINGTON AVENEW YORKNY10017INVESTMENT ADVISORS$80,856
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$67,372,981AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$2,218,206AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$614,051FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$70,205,238TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$70,205,238AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,053,079CashDeemedCharitableAmt
Net Vl Noncharitable Assets$69,152,159NetVlNoncharitableAssetsAmt
Minimum Investment Return$3,457,608MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$3,457,608MinimumInvestmentReturnAmt
Tax Based On Investment Income$89,333TaxBasedOnInvestmentIncomeAmt
Total Tax$89,333TotalTaxAmt
Distributable Before Adj$3,368,275DistributableBeforeAdjAmt
Recoveries Qualfied Distri$12,500RecoveriesQualfiedDistriAmt
Distributable Before Ded$3,380,775DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$3,380,775DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$2,851,276ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$2,851,276QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$3,380,775DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr2$165,781ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$525,288ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$691,069TotalExcessDistributionCyovAmt
Qualifying Distributions$2,851,276QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$2,851,276AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$529,499ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$529,499ExcessDistributionCyovAppCYAmt
Total Corpus$161,570TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$161,570ExcessDistriCyovToNextYrAmt
Excess From Year1$161,570ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonSARAH BARNETT EXECUTIVE DIRECTORRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1515 MADISON AVE SUITE 1125AddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10022ZIPCd
FieldValueIRS element (for citing)
Recipient Phone2129722800RecipientPhoneNum
Form And Info And MaterialsSEE FOUNDATION'S WEBSITE HTTPS://WWW.CHDODGEFOUNDATION.ORG/GRANTSFormAndInfoAndMaterialsTxt
Submission DeadlinesSEE FOUNDATION'S WEBSITE HTTPS://WWW.CHDODGEFOUNDATION.ORG/GRANTSSubmissionDeadlinesTxt
Restrictions On AwardsSEE FOUNDATION'S WEBSITE HTTPS://WWW.CHDODGEFOUNDATION.ORG/GUIDELINESRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (293 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
AMERICAN MUSEUM OF NATURAL HISTORY
200 CENTRAL PARK WESTNEW YORKNY10024N/APCTHE SPRING LUNCH: SCIENCE, SOCIETY, AND OUR ENVIRONMENT$5,000
AMERICAN MUSEUM OF NATURAL HISTORY
200 CENTRAL PARK WESTNEW YORKNY10024N/APCGENERAL SUPPORT$25,000
AMERICAN UNIVERSITY OF BEIRUT
3 DAG HAMMARSKJOLD PLAZA 8TH FLOORNEW YORKNY100172303N/APCGENERAL SUPPORT$25,000
BANK STREET COLLEGE OF EDUCATION
610 W 112TH STNEW YORKNY100251898N/APCTHE BANK STREET CELEBRATION$10,000
BOY SCOUTS OF AMERICA
155 E 56TH ST FL 2NEW YORKNY100222703N/APCGENERAL SUPPORT$5,000
BOYS CLUB OF NEW YORK INC
91 FIFTH AVE 7TH FLOORNEW YORKNY10003N/APCGENERAL SUPPORT$5,000
GIRL SCOUT COUNCIL OF GREATER NEW YORK INC
40 WALL ST STE 708NEW YORKNY100051395N/APCGENERAL SUPPORT$5,000
INTERNATIONAL COLLEGE-BEIRUT LEBANON
305 EAST 47TH STREET 10TH FLOORNEW YORKNY100172312N/APCGENERAL SUPPORT$5,000
INTERNATIONAL HOUSE
500 RIVERSIDE DRIVENEW YORKNY100273916N/APCGENERAL SUPPORT$25,000
NEAR EAST FOUNDATION
110 FAYETTE ST SUITE 710SYRACUSENY13202N/APCGENERAL SUPPORT$10,000
NEW YORK BOTANICAL GARDEN
2900 SOUTHERN BLVDBRONXNY104585126N/APCCONSERVATORY BALL$100,000
NEW YORK BOTANICAL GARDEN
2900 SOUTHERN BLVDBRONXNY104585126N/APCGENERAL SUPPORT$25,000
NEW YORK CITY MISSION SOCIETY
PO BOX 1721 2266 5TH AVENEW YORKNY10037N/APCGENERAL SUPPORT$5,000
RIVERDALE NEIGHBORHOOD HOUSE INC
5521 MOSHOLU AVEBRONXNY104712409N/APCGENERAL SUPPORT$10,000
RIVERDALE PRESBYTERIAN CHURCH
4765 HENRY HUDSON PARKWBRONXNY10471N/APCGENERAL SUPPORT$5,000
TEACHERS COLLEGE COLUMBIA UNIVERSITY
525 W 120TH STREET BOX 306NEW YORKNY10027N/APCGENERAL SUPPORT$25,000
THE AMERICAN NATIONAL RED CROSS - THE AMERICAN RED CROSS OF GREATER NEW YOR
520 WEST 49TH STREETNEW YORKNY10019N/APCGENERAL SUPPORT$10,000
THE CHILDRENS AID SOCIETY
117 WEST 124TH STREET 5TH FLOORNEW YORKNY10027N/APCGENERAL SUPPORT$10,000
THE NEW YORK PUBLIC LIBRARY ASTOR LENOX AND TILDEN FOUNDATIONS
270 MADISON AVE 12TH FLNEW YORKNY10016N/APCGENERAL SUPPORT$10,000
UNION SETTLEMENT ASSOC
237 E 104TH STNEW YORKNY100295404N/APCGENERAL SUPPORT$5,000
WAVE HILL INCORPORATED
675 W 252ND STBRONXNY104712840N/APCGENERAL SUPPORT$10,000
WAVE HILL INCORPORATED
675 W 252ND STBRONXNY104712840N/APCWAVE HILL SPRING GALA$25,000
WILDLIFE CONSERVATION SOCIETY
2300 SOUTHERN BOULEVARDBRONXNY104601068N/APCGENERAL SUPPORT$25,000
WILDLIFE CONSERVATION SOCIETY
2300 SOUTHERN BOULEVARDBRONXNY104601068N/APCWCS GALA$25,000
YOUNG MENS CHRISTIAN ASSOCIATION OF GREATER NEW YORK
5 W 63RD STNEW YORKNY100237162N/APCGENERAL SUPPORT$25,000
YOUNG MENS CHRISTIAN ASSOCIATION OF GREATER NEW YORK
5 W 63RD STNEW YORKNY100237162N/APCYMCA HEROES OF NY DINNER$25,000
YOUNG WOMENS CHRISTIAN ASSOCIATION OF THE CITY OF NEW YORK
50 BROADWAY 22ND FLOORNEW YORKNY100041607N/APCGENERAL SUPPORT$10,000
YOUNG MENS CHRISTIAN ASSOCIATION OF GREATER NEW YORK
5 W 63RD STNEW YORKNY100237162N/APCGOLF AND GALA 2024$10,000
BOY SCOUTS OF AMERICA
155 E 56TH ST FL 2NEW YORKNY100222703N/APCSCOUTREACH$15,000
ALL STAR CODE INC
276 5TH AVE RM 704 734NEW YORKNY100014527N/APC2025 PROGRAM SUPPORT$25,000
THE CENTER FOR ARCHITECTURE INC
536 LAGUARDIA PLNEW YORKNY100121401N/APCK-4TH GRADE SCHOOL PROGRAMS$25,000
FULL STEAM FORWARD INC
131 W 95TH STNEW YORKNY100256647N/APCPROGRAM KITS FOR IN PERSON, AFTER SCHOOL PROGRAMS IN NEW YORK CITY$15,000
GIRLS INCORPORATED OF NEW YORK CITY
25 BROADWAY 12TH FLOORNEW YORKNY10004N/APCPROGRAM SUPPORT$25,000
READWORKS INC
PO BOX 24673BROOKLYNNY11202N/APCTHE DEVELOPMENT OF AN INTERNAL DEPARTMENT FOR EARLY CHILDHOOD RESOURCES AND THE CREATION OF 40 NEW K-1 DECODABLE TEXTS$75,000
TEACHING MATTERS INC
475 RIVERSIDE DR STE 1600NEW YORKNY101150053N/APCJUMPSTART PROGRAM'S EXPANSION TO FIVE ADDITIONAL SCHOOLS IN NEW YORK CITY$50,000
BRONX LACROSSE INC
PO BOX 524542BRONXNY10452N/APCGENERAL OPERATING SUPPORT FOR FISCAL YEAR 2025$50,000
INTERNATIONAL COLLEGE-BEIRUT LEBANON
305 EAST 47TH STREET 10TH FLOORNEW YORKNY100172312N/APCGENERAL SUPPORT$25,000
WAVE HILL INCORPORATED
675 W 252ND STBRONXNY104712840N/APCGARDENERS' PARTY$3,500
YOUNG WOMENS CHRISTIAN ASSOCIATION OF THE CITY OF NEW YORK
50 BROADWAY 22ND FLOORNEW YORKNY100041607N/APCGENERAL SUPPORT$10,000
AMERICAN UNIVERSITY OF BEIRUT
3 DAG HAMMARSKJOLD PLAZA 8TH FLOORNEW YORKNY100172303N/APCAUB FUNDRAISING DINNER 2024$25,000
AMERICAN UNIVERSITY OF BEIRUT
3 DAG HAMMARSKJOLD PLAZA 8TH FLOORNEW YORKNY100172303N/APCAUB MEDICAL CENTER EMERGENCY RELIEF$100,000
THE CHILDRENS AID SOCIETY
117 WEST 124TH STREET 5TH FLOORNEW YORKNY10027N/APC2024 CHILDREN'S AID GALA$5,000
INTERNATIONAL COLLEGE-BEIRUT LEBANON
305 EAST 47TH STREET 10TH FLOORNEW YORKNY100172312N/APCTOGETHER WE STAND FUND$25,000
ANNE SAXELBY LEGACY FUND INC
135 EASTERN PKWY APT 12ABROOKLYNNY112386036N/APCASLF APPRENTICESHIP PROGRAM$5,000
MADISON SQUARE BOYS & GIRLS CLUB FOUNDATION INC
250 BRADHURST AVENEW YORKNY100391401N/APCAFTER SCHOOL POSITIVE YOUTH DEVELOPMENT PROGRAM$20,000
NEW YORK BOTANICAL GARDEN
2900 SOUTHERN BLVDBRONXNY104585126N/APCHOLIDAY TRAIN SHOW HOLIDAY PARTY$5,000
YOUNG MENS CHRISTIAN ASSOCIATION OF GREATER NEW YORK
5 W 63RD STNEW YORKNY100237162N/APCBROOKLYN DODGE YMCA$35,000
LITERACY PARTNERS INC
75 MAIDEN LANE SUITE 1102NEW YORKNY10038N/APCONLINE, ASYNCHRONOUS, 10 VIDEO SERIES TO COMPLEMENT THE SCIENCE OF READING WORKSHOPS$35,365
UNDER 21 - COVENANT HOUSE NEW YORK
460 W 41ST STNEW YORKNY100366801N/APCBRONX-BASED YOUTH DEVELOPMENT SPECIALIST SALARY SUPPORT$35,000
AMERICAN UNIVERSITY IN CAIRO
420 LEXINGTON AVE RM 1644NEW YORKNY101701699N/APCFOR THE BAYARD DODGE DISTINGUISHED VISITING PROFESSORSHIP$10,000
TEACHERS COLLEGE COLUMBIA UNIVERSITY
525 W 120TH STREET BOX 306NEW YORKNY10027N/APCFOR THE TRUSTEES FOR TOMORROW CAMPAIGN -- EXPENDABLE 4-YEAR GRANT FOR SCHOLARSHIPS FOR PH.D. STUDENTS$125,000
NEAR EAST FOUNDATION
110 FAYETTE ST SUITE 710SYRACUSENY13202N/APCEMERGENCY GRANT FOR LEBANON RELIEF$75,000
BANK STREET COLLEGE OF EDUCATION
610 W 112TH STNEW YORKNY100251898N/APCCHILDREN'S AID PROFESSIONAL LEARNING PROGRAM FOR EARLY CHILDHOOD EDUCATORS$75,000
INTERNATIONAL HOUSE
500 RIVERSIDE DRIVENEW YORKNY100273916N/APCTHE PROCEEDS FROM THIS GRANT SHOULD BE USED ONLY FOR FINANCIAL AID.$142,857
THE CHILDRENS AID SOCIETY
117 WEST 124TH STREET 5TH FLOORNEW YORKNY10027N/APCEARLY CHILDHOOD EDUCATION PROGRAM$50,000
YOUNG WOMENS CHRISTIAN ASSOCIATION OF THE CITY OF NEW YORK
50 BROADWAY 22ND FLOORNEW YORKNY100041607N/APCYWCA SALUTE GALA$10,000
WORLD CENTRAL KITCHEN INCORPORATED
PO BOX 96538WASHINGTONDC20090N/APCGENERAL SUPPORT$500
FIRST CONGREGATIONAL CHURCH OF ASHFIELD UCC
PO BOX 519ASHFIELDMA01330N/APCHILLTOWN CHURCH FOOD PANTRY$250
PINE COBBLE SCHOOL INC
163 GALE RDWILLIAMSTOWNMA012672808N/APCGENERAL SUPPORT$500
SUNSET HILL EDUCATIONAL INSTITUTE INC
PO BOX 435SOUTH SUTTONNH032730435N/APCGENERAL SUPPORT$100
GARRISON FOREST SCHOOL INC
300 GARRISON FOREST RDOWINGS MILLSMD211174007N/APCGENERAL SUPPORT$250
HARBOR CAMPS INC
867 BOYLSTON STBOSTONMA021162774N/APCGENERAL SUPPORT$100
MIGRANT JUSTICE INC
179 S WINOOSKI AVE STE 202BURLINGTONVT054014594N/APCGENERAL SUPPORT$150
WILDLIFE CONSERVATION SOCIETY
2300 SOUTHERN BOULEVARDBRONXNY104601068N/APCGENERAL SUPPORT$1,000
CHESAPEAKE BAY OUTWARD BOUND SCHOOL INC
1900 EAGLE DRBALTIMOREMD212077353N/APCFOR THE CORNERSTONE FUND$19,830
SOUTHERN ALLEGHENIES MUSEUM OF ART
1210 11TH AVEALTOONAPA166013416N/APCGENERAL SUPPORT$2,000
BRIDGERCARE
1288 N 14TH AVE STE 201BOZEMANMT597158535N/APCGENERAL SUPPORT$1,025
MOUNT SINAI HOSPITAL
ONE GUSTAVE L LEVY PLACE BOX 1049NEW YORKNY10029N/APCMOUNT SINAI ADOLESCENT HEALTH CENTER$1,000
ANTIQUE BOAT MUSEUM
750 MARY STCLAYTONNY136241119N/APCLIBRARY$10,000
PRESIDENT & TRUSTEES OF COLBY COLLEGE
173 MAIN ST SUITE 201WATERVILLEME04901N/APCCREW TEAM$100
PRESIDENT & TRUSTEES OF COLBY COLLEGE
173 MAIN ST SUITE 201WATERVILLEME04901N/APCGENERAL SUPPORT$700
LIGONIER VALLEY SCHOOL DISTRICT FOUNDATION INC
PO BOX 763LIGONIERPA156580763N/APCGENERAL SUPPORT$1,000
AMERICAN COMMUNITY SCHOOL AT BEIRUT -LEBANON
3 DAG HAMMARSKJOLD PLAZA 8TH FLNEW YORKNY100172322N/APCGENERAL SUPPORT$100
BERNI & MURCER INC
81 NORFIELD RDWESTONCT068832214N/APCGENERAL SUPPORT$250
MUSIC ON THE HILL INC
PO BOX 510GEORGETOWNCT068290510N/APCGENERAL SUPPORT$250
WESTON HISTORICAL SOCIETY INC
PO BOX 1092WESTONCT068830092N/APCGENERAL SUPPORT$250
ANTIQUE BOAT MUSEUM
750 MARY STCLAYTONNY136241119N/APCGENERAL SUPPORT$250
PRESIDENT AND TRUSTEES OF BATES COLLEGE
2 ANDREWS ROADLEWISTONME04240N/APCGENERAL SUPPORT$500
KUTZTOWN UNIVERSITY FOUNDATION
PO BOX 151KUTZTOWNPA195300151N/APCMARCIA (FERDINAND) HAXALL MEMORIAL SCHOLARSHIP$1,000
ANIMAL RESCUE LEAGUE OF BOSTON
10 ANNAS PLDEDHAMMA020264042N/APCGENERAL SUPPORT$1,000
CAPE COD HEALTHCARE INC
PO BOX 370HYANNISMA02601N/APCGENERAL SUPPORT$2,500
OSTERVILLE FREE LIBRARY CORPORATION
43 WIANNO AVEOSTERVILLEMA026552028N/APCGENERAL SUPPORT$1,000
CONCORD ACADEMY
166 MAIN STCONCORDMA017422445N/APCGENERAL SUPPORT$250
INTERNATIONAL HOUSE
500 RIVERSIDE DRIVENEW YORKNY100273916N/APCGENERAL SUPPORT$4,000
CONNECTICUT INSTITUTE FOR REFUGEES AND IMMIGRANTS INC
670 CLINTON AVENUEBRIDGEPORTCT06605N/APCGENERAL SUPPORT$500
COTOCHESET HISTORIC PRESERVATION TRUST INC
107 SEA VIEW AVENUEOSTERVILLEMA026552228N/APCGENERAL SUPPORT$500
MAPLE STREET FOUNDATION INC
322 MAPLE STMANCHESTR CTRVT052554410N/APCGENERAL SUPPORT$250
BOWDOIN COLLEGE
4100 COLLEGE STATIONBRUNSWICKME04011N/APCGENERAL SUPPORT$200
PUTNEY SCHOOL INC
ELM LEA FARM 418 HOUGHTON BROOK RDPUTNEYVT05346N/APCGENERAL SUPPORT$125
ST CHRISTOPHERS SCHOOL FOUNDATION
711 SAINT CHRISTOPHERS RDRICHMONDVA232262708N/APCGENERAL SUPPORT$175
CAPE COD YOUNG MENS CHRISTIAN ASSOCIATION INC
100 INDEPENDENCE DR STE 2HYANNISMA026011898N/APCUPPER CAPE YMCA CAPITAL CAMPAIGN$20,000
ETHEL WALKER SCHOOL INC
230 BUSHY HILL RDSIMSBURYCT060702637N/APCGENERAL SUPPORT$10,000
FOUNDATIONS IN EDUCATION INC
238 JEWETT AVEBRIDGEPORTCT066062845N/APCGENERAL SUPPORT$300
NORFIELD CONGREGATIONAL CHURCH
64 NORFIELD ROADWESTONCT06883N/APCOUTREACH/NIGHT AT RACES$500
MONTANA STATE UNIVERSITY- KGLT PUBLIC RADIO
PO BOX 174240BOZEMANMT59717N/APCGENERAL SUPPORT$300
AVENUES FOR JUSTICE INC
100 CENTRE ST RM 1541NEW YORKNY100134308N/APCGENERAL SUPPORT$1,000
NATURAL RESOURCES DEFENSE COUNCIL INC
40 WEST 20TH STREET 11TH FLOORNEW YORKNY10011N/APCGENERAL SUPPORT$150
PINE COBBLE SCHOOL INC
163 GALE RDWILLIAMSTOWNMA012672808N/APCGENERAL SUPPORT$500
SAVE THE RIVER INC
409 RIVERSIDE DRCLAYTONNY136241024N/APCGENERAL SUPPORT$350
THE WHITE MOUNTAIN SCHOOL
63 GREEN STCONCORDNH033014243N/APCGENERAL SUPPORT$3,000
NORTH COUNTRY SCHOOL INC
4382 CASCADE RDLAKE PLACIDNY129464145N/APCNCS SCHOLARSHIP$150
VIRGINIA TECH FOUNDATION INC
902 PRICES FORK RD STE 4500BLACKSBURGVA24061N/APCCOLLEGE OF ENGINEERING ANNUAL FUND$150
MENDELSSOHN CLUB OF PHILADELPHIA
1901 S 9TH ST SPACE 609PHILADELPHIAPA191482392N/APCGENERAL SUPPORT$2,000
TRUSTEES OF PRINCETON UNIVERSITY
PO BOX 5357PRINCETONNJ08543N/APCCLASS OF 1969 55TH REUNION CAMPAIGN$4,600
NEW YORK BOTANICAL GARDEN
2900 SOUTHERN BLVDBRONXNY104585126N/APCTHE RUTH REA HOWELL FAMILY GARDEN$4,000
IMMANUEL PRESBYTERIAN CHURCH
1125 SAVILE LNMCLEANVA221011833N/APCGENERAL SUPPORT$15,000
CONCORD ACADEMY
166 MAIN STCONCORDMA017422445N/APCGENERAL SUPPORT$150
INTERNATIONAL COLLEGE-BEIRUT LEBANON
305 EAST 47TH STREET 10TH FLOORNEW YORKNY100172312N/APCANNUAL APPEAL$4,000
INTERNATIONAL HOUSE
500 RIVERSIDE DRIVENEW YORKNY100273916N/APCGENERAL SUPPORT$10,000
CONNECTICUT INSTITUTE FOR REFUGEES AND IMMIGRANTS INC
670 CLINTON AVENUEBRIDGEPORTCT06605N/APCGENERAL SUPPORT$8,000
NORFIELD CONGREGATIONAL CHURCH
64 NORFIELD ROADWESTONCT06883N/APCGENERAL SUPPORT$4,000
PHILADELPHIA YEARLY MEETING OF FRIENDS
1515 CHERRY STREETPHILADELPHIAPA19102N/APCGENERAL SUPPORT$2,000
CHAPIN SCHOOL LTD
100 E END AVENEW YORKNY100287403N/APCGENERAL SUPPORT$1,000
TRINITY EPISCOPAL SCHOOLS CORPORATION
139 W 91ST STNEW YORKNY100241326N/APCGENERAL SUPPORT$1,000
BELMONT HILL SCHOOL INC
350 PROSPECT STBELMONTMA024782656N/APCGENERAL SUPPORT$1,000
CHESTNUT HILL SCHOOL
428 HAMMOND STCHESTNUT HILLMA024671229N/APCGENERAL SUPPORT$8,000
CHURCH OF THE REDEEMER
5603 N CHARLES STBALTIMOREMD212102006N/APCGENERAL SUPPORT$3,750
EVERGREEN HOUSE FOUNDATION INC
4545 N CHARLES STBALTIMOREMD212102601N/APCEVERGREEN HOUSE FOUNDATION ENDOWMENT$20,000
ANTIQUE BOAT MUSEUM
750 MARY STCLAYTONNY136241119N/APCGENERAL SUPPORT$5,000
THOUSAND ISLANDS LAND TRUST INC
135 JOHN STCLAYTONNY136241013N/APCGENERAL SUPPORT$250
THOUSAND ISLANDS LAND TRUST INC
135 JOHN STCLAYTONNY136241013N/APCGENERAL SUPPORT$8,000
NATIONAL PEDIATRIC CANCER FOUNDATION INC
5550 W EXECUTIVE DR STE 200TAMPAFL336091046N/APCGENERAL SUPPORT$250
ORANGE COUNTY COASTKEEPER
3151 AIRWAY AVE STE F110COSTA MESACA926264621N/APCMPA WATCH$2,400
WAVE HILL INCORPORATED
675 W 252ND STBRONXNY104712840N/APCANNUAL GALA SUPPORT$6,000
WAYPOINT CHURCH INC
225 GOSPEL DRPONTE VEDRAFL320818203N/APCGENERAL SUPPORT$20,000
LA POSADA FOUNDATION
350 E MORNINGSIDE RDGREEN VALLEYAZ856145152N/APCLA POSADA FOUNDATION SCHOLARSHIP PROGRAM$2,000
WAYPOINT CHURCH INC
225 GOSPEL DRPONTE VEDRAFL320818203N/APCGENERAL SUPPORT$9,000
CONCORD ACADEMY
166 MAIN STCONCORDMA017422445N/APCCENTENNIAL CAMPAIGN$14,956
WESTPORT LAND CONSERVATION TRUST INC
PO BOX 3975WESTPORTMA027900298N/APCLAND PROTECTION$5,044
DIRECT RELIEF
6100 WALLACE BECKNELL RDSANTA BARBARACA931173265N/APCGENERAL SUPPORT$1,000
AMERICAN FOUNDATION FOR SUICIDE PREVENTION
199 WATER ST 11TH FLOORNEW YORKNY10038N/APCGENERAL SUPPORT$250
ANIMAL RESCUE LEAGUE OF BOSTON
10 ANNAS PLDEDHAMMA020264042N/APCGENERAL SUPPORT$1,000
SCHOODIC INSTITUTE AT ACADIA NATIONAL PARK
9 ATTERBURY CIRWINTER HARBORME046933431N/APCGENERAL SUPPORT$3,000
AT HOME IN ALEXANDRIA
3139 MOUNT VERNON AVEALEXANDRIAVA223052669N/APCGENERAL SUPPORT$2,000
BOWDOIN COLLEGE
4100 COLLEGE STATIONBRUNSWICKME04011N/APCALUMNI FUND$2,500
CARPENTERS SHELTER INC
930 N HENRY STALEXANDRIAVA223141621N/APCGENERAL SUPPORT$1,000
MAINE COAST HERITAGE TRUST
1 BOWDOIN MILL ISLAND SUITE 201TOPSHAMME04086N/APCGENERAL SUPPORT$2,500
VENTURA BOTANICAL GARDENS INC
PO BOX 3127VENTURACA930063127N/APCGENERAL SUPPORT$200
WHEATON COLLEGE
26 E MAIN STNORTONMA027662311N/APCGENERAL SUPPORT$3,000
ANTIQUE BOAT MUSEUM
750 MARY STCLAYTONNY136241119N/APCGENERAL SUPPORT$2,000
CALIFORNIA STATE PARKS FOUNDATION
33 NEW MONTGOMERY STREET SUITE 520SAN FRANCISCOCA94105N/APCGENERAL SUPPORT$250
LIGONIER VALLEY HISTORICAL SOCIETY
1386 US 30LAUGHLINTOWNPA15655N/APCGENERAL SUPPORT$3,000
NATIONAL PARKS CONSERVATION ASSOCIATION
777 6TH ST NW STE 700WASHINGTONDC20001N/APCGENERAL SUPPORT$250
PROTESTANT EPISCOPAL DIOCESE OF MASSACHUSETTS
138 TREMONT STBOSTONMA021111318N/APCST PETERS EPISCOPAL CHURCH OF CAPE COD$2,000
COASTAL MOUNTAINS LAND TRUST
101 MOUNT BATTIE STCAMDENME048431519N/APCGENERAL SUPPORT$1,500
BARD COLLEGE
PO BOX 5000ANNANDALEONHUDSONNY125045000N/APCBARD PRISON INTITIATIVE$250
KUTZTOWN UNIVERSITY FOUNDATION
PO BOX 151KUTZTOWNPA195300151N/APCMARCIA (FERDINAND) HAXALL MEMORIAL SCHOLARSHIP$1,000
KUTZTOWN UNIVERSITY FOUNDATION
PO BOX 151KUTZTOWNPA195300151N/APCMARCIA (FERDINAND) HAXALL MEMORIAL SCHOLARSHIP$1,000
NATRONA COUNTY PUBLIC LIBRARY FOUNDATION
307 E 2ND STCASPERWY826012505N/APCGENERAL SUPPORT$1,628
PAUL SMITHS COLLEGE OF ARTS AND SCIENCES
PO BOX 265PAUL SMITHSNY129700265N/APCGENERAL SUPPORT$2,000
SCIENCE ZONE
222 E COLLINS DRCASPERWY82601N/APCGENERAL SUPPORT$1,123
ST JAMES EPISCOPAL CHURCH
865 MADISON AVENUENEW YORKNY10021N/APCGENERAL SUPPORT$20,000
VERMONT HUTS ASSOCIATION LTD
262 CADY HILL RDSTOWEVT056725228N/APCANNUAL APPEAL$1,000
WYOMING COMMUNITY FOUNDATION
1472 N 5TH STREET STE 201LARAMIEWY82072N/APCPLATTE RIVER TRUST AGENCY ENDOWMENT FUND$1,118
COALITION FOR THE HOMELESS INC
1234 MASSACHUSETTES AVEWASHINGTONDC200054526N/APCGENERAL SUPPORT$2,500
SONOMA COUNTRY DAY SCHOOL
4400 DAY SCHOOL PLSANTA ROSACA954038221N/APCGARRETT FAMILY FUND FOR THE ARTS$7,698
SONOMA LAND TRUST
822 5TH STSANTA ROSACA954044517N/APCGENERAL SUPPORT$6,584
NEW YORK BOTANICAL GARDEN
2900 SOUTHERN BLVDBRONXNY104585126N/APCHOLIDAY TRAIN SHOW FAMILY PARTY$4,000
POPE MEMORIAL FRONTIER ANIMAL SHELTER INC
4473 BARTON ORLEANS RDORLEANSVT058609028N/APCGENERAL SUPPORT$4,000
SAVE THE RIVER INC
409 RIVERSIDE DRCLAYTONNY136241024N/APCGENERAL SUPPORT$4,000
YOUNG MENS CHRISTIAN ASSOCIATION OF GREATER NEW YORK
5 W 63RD STNEW YORKNY100237162N/APCGENERAL SUPPORT$10,000
AGRICULTURAL STEWARDSHIP ASSOCIATION
2531 STATE ROUTE 40GREENWICHNY128342301N/APCGENERAL SUPPORT$100
ANTIQUE BOAT MUSEUM
750 MARY STCLAYTONNY136241119N/APCGENERAL SUPPORT$250
BENNINGTON MUSEUM INC
75 MAIN STBENNINGTONVT052012827N/APCGENERAL SUPPORT$250
CROSSING THRESHOLDS INC
PO BOX 446NEW CANAANCT06840N/APCGENERAL SUPPORT$10,000
PTA COLORADO CONGRESS
2300 S SAINT PAUL STDENVERCO802105536N/APCGENERAL SUPPORT$500
WMHT EDUCATIONAL TELECOMMUNICATIONS INC
4 GLOBAL VIEWTROYNY121808368N/APCGENERAL SUPPORT$50
CASPER COLLEGE FOUNDATION
125 COLLEGE DRCASPERWY826014612N/APCFOR SUPPORT OF THE TATE GEOLOGICAL MUSUEM FOSSIL PREPARATION LABORATORY$6,503
GILMAN SCHOOL INC
5407 ROLAND AVEBALTIMOREMD21210N/APCGENERAL SUPPORT$1,000
ROLAND PARK COUNTRY SCHOOL INC
5204 ROLAND AVEBALTIMOREMD212101934N/APCANNUAL FUND- ATHLETICS (CREW)$1,000
UNION OF CONCERNED SCIENTISTS INC
2 BRATTLE SQUARE SUITE 6CAMBRIDGEMA021383756N/APCGENERAL SUPPORT$1,500
FARMINGTON LAND TRUST INC
119 COPPERMINE RDUNIONVILLECT060851404N/APCGENERAL SUPPORT$500
FORT LIGONIER ASSOCIATION
200 S MARKET STLIGONIERPA156581242N/APCGENERAL SUPPORT$3,000
OPEN CAMPUS MEDIA INC
1 THOMAS CIR NW STE 700WASHINGTONDC200055800N/APCGENERAL SUPPORT$12,000
LUNGEVITY FOUNDATION
228 S WABASH AVE STE 700CHICAGOIL606042375N/APCGENERAL SUPPORT$6,668
HANCOCK COUNTY TRUSTEES OF PUBLIC RESERVATIONS
PO BOX 1478ELLSWORTHME046051478N/APCARCHIVES PROJECT$5,000
NATIONAL AUDUBON SOCIETY INC - AUDUBON ROCKIES
116 N COLLEGE AVE STE 1FORT COLLINSCO80524N/APCAUDUBON ROCKIES$10,000
BRIDGERCARE
1288 N 14TH AVE STE 201BOZEMANMT597158535N/APCGENERAL SUPPORT$5,000
HELP CENTER INC
421 E PEACH STBOZEMANMT597153029N/APCGENERAL SUPPORT$500
MISS PORTERS SCHOOL INC
60 MAIN STFARMINGTONCT060322232N/APCGENERAL SUPPORT$250
PLATTE RIVER TRAILS TRUST
PO BOX 1228CASPERWY826021228N/APCGENERAL SUPPORT$10,000
SOLOMON WRIGHT PUBLIC LIBRARY CORPORATION
PO BOX 400POWNALVT052610400N/APCGENERAL SUPPORT$200
THE WILD FUND INC
PO BOX 1151HAILEYID833331121N/APCGENERAL SUPPORT$7,000
VERMONT PUBLIC CO
365 TROY AVECOLCHESTERVT054463126N/APCGENERAL SUPPORT$200
MARIN FOSTER CARE ASSOCIATION
55 MITCHELL BLVD STE 2SAN RAFAELCA949032010N/APCGENERAL SUPPORT$2,000
SONOMA COUNTRY DAY SCHOOL
4400 DAY SCHOOL PLSANTA ROSACA954038221N/APCGENERAL SUPPORT$2,200
EVERGREEN HIGH SCHOOL EDUCATIONFOUNDATION
29300 BUFFALO PARK RDEVERGREENCO804397432N/APCGENERAL SUPPORT$200
MCCLENDON CENTER
1629 K ST NW STE 1100WASHINGTONDC200061640N/APCGENERAL SUPPORT$2,500
CONNECT US INC
1000 LAFAYETTE BLVD 2ND FLBRIDGEPORTCT06604N/APCGENERAL SUPPORT$250
BLUE HILL HERITAGE TRUST INC
PO BOX 222BLUE HILLME046140222N/APCGENERAL SUPPORT$250
CONNECTICUT INSTITUTE FOR REFUGEES AND IMMIGRANTS INC
670 CLINTON AVENUEBRIDGEPORTCT06605N/APCGALA$2,000
FRIENDS OF MCGILL UNIVERSITY INC
PO BOX 28137NEW YORKNY10087N/APCARTS AND SCIENCES '71 INTERNATIONAL ENDOWMENT FUND$2,500
KEARSARGE UNITARIAN UNIVERSALIST FELLOWSHIP
PO BOX 1578NEW LONDONNH03257N/APCGENERAL SUPPORT$3,000
MEDITATION GROUPS INC
PO BOX 566OJAICA930240566N/APCGENERAL SUPPORT$200
THE OJAI VALLEY LAND CONSERVANCY
PO BOX 1092OJAICA93024N/APCGENERAL SUPPORT$347
AMERICAN UNIVERSITY OF BEIRUT
3 DAG HAMMARSKJOLD PLAZA 8TH FLOORNEW YORKNY100172303N/APCGENERAL SUPPORT$840
NEAR EAST FOUNDATION
110 FAYETTE ST SUITE 710SYRACUSENY13202N/APCGENERAL SUPPORT$835
PROTESTANT EPISCOPAL CATHEDRAL FOUNDATION OF THE D OF C
3101 WISCONSIN AVE NWWASHINGTONDC20016N/APCGENERAL SUPPORT$2,500
CASPER FAMILY YMCA
1611 CASPER MOUNTAIN RDCASPERWY826015401N/APCGENERAL SUPPORT$1,135
BENNINGTON MUSEUM INC
75 MAIN STBENNINGTONVT052012827N/APCGENERAL SUPPORT$150
FRIENDS OF TRYON CREEK PARK
11321 S TERWILLIGER BLVDPORTLANDOR972197704N/APCGENERAL SUPPORT$1,000
LAKEWOOD THEATRE COMPANY
368 S STATE STLAKE OSWEGOOR970343936N/APCGENERAL SUPPORT$1,000
ORCHARD FRIENDS SCHOOL A NEW JERSEY NONPROFIT CORPORATION
405 LINDEN AVERIVERTONNJ080771306N/APCGENERAL SUPPORT$13,400
WIND & OAR BOAT SCHOOL
14808 UPLANDS DRLAKE OSWEGOOR970342758N/APCGENERAL SUPPORT$500
AUSBON SARGENT LAND PRESERVATION TRUST
PO BOX 2040NEW LONDONNH032572040N/APCGENERAL SUPPORT$100
KEARSARGE FOOD HUB
11 W MAIN STBRADFORDNH032213332N/APCGENERAL SUPPORT$100
NATURAL RESOURCES DEFENSE COUNCIL INC
40 WEST 20TH STREET 11TH FLOORNEW YORKNY10011N/APCGENERAL SUPPORT$500
NEW HAMPSHIRE ASSOCIATION OF CONSERVATION COMMISSIONS
54 PORTSMOUTH STCONCORDNH033015486N/APCGENERAL SUPPORT$50
UNITARIAN UNIVERSALIST SERVICE COMMITTEE INC
689 MASSACHUSETTS AVENUECAMBRIDGEMA02139N/APCGENERAL SUPPORT$100
VOICES OF COMMUNITY ACTIVISTS & LEADERS-VOCAL-NY-INC
PO BOX 170374BROOKLYNNY11217N/APCUPSTATE DOWNSTATE HOUSING ALLIANCE$250
WILLIAMS COLLEGE
100 SPRING ST SUITE 201WILLIAMSTOWNMA012672566N/APCALUMNI FUND$250
AMERICAN NEAR EAST REFUGEE AID INC
1111 14TH ST NW 400WASHINGTONDC20005N/APCGENERAL SUPPORT$1,375
AMERICAN NEAR EAST REFUGEE AID INC
1111 14TH ST NW 400WASHINGTONDC20005N/APCGENERAL SUPPORT$1,375
AMERICAN NEAR EAST REFUGEE AID INC
1111 14TH ST NW 400WASHINGTONDC20005N/APCGENERAL SUPPORT$3,750
AMERICAN FRIENDS SERVICE COMMITTEE
1501 CHERRY STPHILADELPHIAPA191021403N/APCGENERAL SUPPORT$1,000
AMERICAN NEAR EAST REFUGEE AID INC
1111 14TH ST NW 400WASHINGTONDC20005N/APCGENERAL SUPPORT$925
AMERICAN UNIVERSITY OF BEIRUT
3 DAG HAMMARSKJOLD PLAZA 8TH FLOORNEW YORKNY100172303N/APCGENERAL SUPPORT$5,000
DANA HALL SCHOOLS
PO BOX 9010WELLESLEYMA024829010N/APCGENERAL SUPPORT$500
DILLARD UNIVERSITY
2601 GENTILLY BLVDNEW ORLEANSLA701223043N/APCGENERAL SUPPORT$500
FAIRFIELD COUNTRY DAY SCHOOL CORPORATION
2970 BRONSON RDFAIRFIELDCT068242003N/APCGENERAL SUPPORT$500
HAMPSHIRE COLLEGE TRUSTEES
893 WEST STAMHERSTMA010023372N/APCGENERAL SUPPORT$500
HOPE FUNDS FOR CANCER RESEARCH
174 BELLEVUE AVE STE 208NEWPORTRI028403582N/APCGENERAL SUPPORT$5,000
INTERNATIONAL HOUSE
500 RIVERSIDE DRIVENEW YORKNY100273916N/APCGENERAL SUPPORT$5,000
INTERNATIONAL HOUSE
500 RIVERSIDE DRIVENEW YORKNY100273916N/APCGENERAL SUPPORT$6,500
TEACHERS COLLEGE COLUMBIA UNIVERSITY
525 W 120TH STREET BOX 306NEW YORKNY10027N/APCGENERAL SUPPORT$5,000
TRUSTEES OF HAMILTON COLLEGE
198 COLLEGE HILL ROADCLINTONNY133231218N/APCGENERAL SUPPORT$1,000
UNIVERSITY OF NEW HAMPSHIRE FOUNDATION INCORPORATED
9 EDGEWOOD RDDURHAMNH03824N/APCGENERAL SUPPORT$1,000
WAVE HILL INCORPORATED
675 W 252ND STBRONXNY104712840N/APCGENERAL SUPPORT$1,000
YOUNG MENS CHRISTIAN ASSOCIATION OF GREATER NEW YORK
5 W 63RD STNEW YORKNY100237162N/APCGENERAL SUPPORT$1,000
FRED HUTCHINSON CANCER CENTER
1100 FAIRVIEW AVE N MAIL STOPSEATTLEWA98109N/APCFOR GRAFT VS HOST DISEASE RESEARCH$1,000J5-200
THE REFORMED CHURCH
PO BOX 397BRONXVILLENY107080397N/APCGENERAL SUPPORT$6,000
SOLOMON WRIGHT PUBLIC LIBRARY CORPORATION
PO BOX 400POWNALVT052610400N/APCGENERAL SUPPORT$100
LEHIGH UNIVERSITY
125 GOODMAN DRIVEBETHLEHEMPA18015N/APC2025 LEHIGH FUND UNRESTRICTED$500
PROTESTANT EPISCOPAL CATHEDRAL FOUNDATION OF THE D OF C
3101 WISCONSIN AVE NWWASHINGTONDC20016N/APCGENERAL SUPPORT$2,000
WYOMING SYMPHONY ORCHESTRA
225 S DAVID STCASPERWY826017510N/APCGENERAL SUPPORT$3,000
ANTIQUE BOAT MUSEUM
750 MARY STCLAYTONNY136241119N/APCGENERAL SUPPORT$500
ASSOCIATION OF MATERIALS AND METHODS IN PALEONTOLOGY
3310 W BRAKER LANE SUITE 300-242AUSTINTX787587853N/APCMCCARTY STUDENT TRAVEL FUND$200
MERCER ISLAND YOUTH AND FAMILY SERVICES FOUNDATION
PO BOX 1084MERCER ISLANDWA980401084N/APCGENERAL SUPPORT$500
NORTHERN VIRGINIA COMMUNITY COLLEGE EDUCATIONAL FOUNDATION INC
4001 WAKEFIELD CHAPEL ROAD 275ANNADALEVA220033724N/APCGENERAL SUPPORT$1,500
ST CHRISTOPHERS SCHOOL FOUNDATION
711 SAINT CHRISTOPHERS RDRICHMONDVA232262708N/APCANNUAL APPEAL$200
THOUSAND ISLANDS LAND TRUST INC
135 JOHN STCLAYTONNY136241013N/APCGENERAL SUPPORT$500
TRUSTEES OF PHILLIPS ACADEMY
180 MAIN STANDOVERMA018104166N/APCGENERAL SUPPORT$1,000
UNITARIAN UNIVERSALIST SERVICE COMMITTEE INC
689 MASSACHUSETTS AVENUECAMBRIDGEMA02139N/APCGENERAL SUPPORT$100
CENTER FOR REPRODUCTIVE RIGHTS INC
199 WATER STREET 22ND FLOORNEW YORKNY100383533N/APCGENERAL SUPPORT$250
INTERNATIONAL RESCUE COMMITTEE INC
PO BOX 6068ALBERT LEAMN56007N/APCGENERAL SUPPORT$600
VERMONT HUTS ASSOCIATION LTD
262 CADY HILL RDSTOWEVT056725228N/APCGENERAL SUPPORT$100
WORLD CENTRAL KITCHEN INCORPORATED
PO BOX 96538WASHINGTONDC20090N/APCGENERAL SUPPORT$323
ACADEMY AT CHARLEMONT
1359 ROUTE 2 ECHARLEMONTMA01339N/APCGENERAL SUPPORT$256
ANTIQUE BOAT MUSEUM
750 MARY STCLAYTONNY136241119N/APCIN HONOR OF D. BARTON HAXALL$501
FIRST CONGREGATIONAL CHURCH OF ASHFIELD UCC
PO BOX 519ASHFIELDMA01330N/APCHILLTOWN CHURCHES FOOD PANTRY$250
FRANKLIN LAND TRUST INC
PO BOX 450SHELBURNE FLSMA013700450N/APCGENERAL SUPPORT$250
FRENCHMAN BAY CONSERVANCY
PO BOX 150HANCOCKME046400150N/APCGENERAL SUPPORT$100
KUTZTOWN UNIVERSITY FOUNDATION
PO BOX 151KUTZTOWNPA195300151N/APCMARCIA HAXALL MEMORIAL SCHOLARSHIP FUND$500
MARY LYON FOUNDATION INC
PO BOX 184SHELBURNE FALLSMA013700184N/APCGENERAL SUPPORT$250
MERCER ISLAND SCHOOLS FOUNDATION
PO BOX 1243MERCER ISLANDWA980401243N/APCGENERAL SUPPORT$500
NEW ENGLAND PUBLIC MEDIA INC
44 HAMPDEN STSPRINGFIELDMA01103N/APCGENERAL SUPPORT$510
SAVE THE RIVER INC
409 RIVERSIDE DRCLAYTONNY136241024N/APCGENERAL SUPPORT$510
ST LAWRENCE UNIVERSITY
23 ROMODA DRCANTONNY13617N/APCGENERAL SUPPORT$150
THE FOOD BANK OF WESTERN MASSACHUSETTS INC
25 CAREW STCHICOPEEMA010204503N/APCGENERAL SUPPORT$500
THOUSAND ISLANDS LAND TRUST INC
135 JOHN STCLAYTONNY136241013N/APCGENERAL SUPPORT$500
TROUT UNLIMITED - VALLEY FORGE CHAPTER OF TROUT UNLIMITED
PO BOX 1356WEST CHESTERPA19380N/APCGENERAL SUPPORT$100
ANDOVER EDUCATIONAL FUND INC
PO BOX 32ANDOVERME042160032N/APCJOHN AND EUNICE FOX SCHOLARSHIP$2,000
BOYS & GIRLS CLUBS OF ST HELENA & CALISTOGA INC
1420 TAINTER STSAINT HELENACA945741949N/APCGENERAL SUPPORT$11,940
CORPORATION OF ST TIMOTHYS SCHOOL
8400 GREENSPRING AVESTEVENSONMD211530643N/APCGENERAL SUPPORT$300
ORGANIC CONSUMERS ASSOCIATION
6771 SOUTH SILVER HILL DRIVEFINLANDMN55603N/APCGENERAL SUPPORT$50
PINE COBBLE SCHOOL INC
163 GALE RDWILLIAMSTOWNMA012672808N/APCGENERAL SUPPORT$250
PLANNED PARENTHOOD OF NORTHERN NEW ENGLAND
784 HERCULES DRIVE SUITE 110COLCHESTERVT05446N/APCGENERAL SUPPORT$300
PRESERVATION TRUST OF VERMONT INC
90 MAIN ST STE 304MONTPELIERVT056023242N/APCGENERAL SUPPORT$100
RURAL EDUCATION ACTION PROJECT
46 E STATE STMONTPELIERVT056023009N/APCGENERAL SUPPORT$100
SAVE THE RIVER INC
409 RIVERSIDE DRCLAYTONNY136241024N/APCGENERAL SUPPORT$100
THOUSAND ISLANDS LAND TRUST INC
135 JOHN STCLAYTONNY136241013N/APCGENERAL SUPPORT$150
TRUSTEES OF PRINCETON UNIVERSITY
PO BOX 5357PRINCETONNJ08543N/APCPRINCETON INTERNSHIPS IN CIVIC SERVICE$2,000
VERMONT FOODBANK
33 PARKER ROADBARREVT05641N/APCGENERAL SUPPORT$200
VERMONT LAND TRUST INC
8 BAILEY AVEMONTPELIERVT056022101N/APCGENERAL SUPPORT$150
WAMC
318 CENTRAL AVEALBANYNY122062522N/APCGENERAL SUPPORT$50
AMERICAN FARMLAND TRUST
1150 CONNECTICUT AVE NW STE 600WASHINGTONDC20036N/APCGENERAL SUPPORT$100
BIODIVERSITY FOR A LIVABLE CLIMATE
227 HURLEY STREETCAMBRIDGEMA021412158N/APCGENERAL SUPPORT$100
CATAMOUNT TRAIL ASSOCIATION
1 MILL STREETBURLINGTONVT054011530N/APCGENERAL SUPPORT$60
FRANKLIN UNIVERSITY SWITZERLAND INC
405 LEXINGTON AVE 26TH FLOORNEW YORKNY101742699N/APCGENERAL SUPPORT$200
GRINDSTONE ISLAND RESEARCH & HERITAGE CENTER
PO BOX 6CLAYTONNY136240006N/APCGENERAL SUPPORT$100
UNITARIAN UNIVERSALIST ASSOCIATION
PO BOX 55019BOSTONMA022058253N/APCGENERAL SUPPORT$150
AMERICAN UNIVERSITY OF BEIRUT
3 DAG HAMMARSKJOLD PLAZA 8TH FLOORNEW YORKNY100172303N/APCGENERAL SUPPORT$2,250
ALBEMARLE SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS
3355 BERKMAR DRCHARLOTTESVILLEVA22901N/APCGENERAL SUPPORT$500
BARD COLLEGE
PO BOX 5000ANNANDALEONHUDSONNY125045000N/APCBARD PRISON INITIATIVE$1,750
HARRASEEKET FOUNDATION
200 LITTLE FALLS ST STE 508FALLS CHURCHVA220464302N/APCGENERAL SUPPORT$100
NATIONAL PARKS CONSERVATION ASSOCIATION
777 6TH ST NW STE 700WASHINGTONDC20001N/APCGENERAL SUPPORT$50
4 PAWS RESCUE TEAM INC
PO BOX 2908MERRIFIELDVA221162908N/APCGENERAL SUPPORT$500
THE BEMENT SCHOOL INC
94 OLD MAIN STDEERFIELDMA013425005N/APCGENERAL SUPPORT$1,000
CONNECTICUT INSTITUTE FOR REFUGEES AND IMMIGRANTS INC
670 CLINTON AVENUEBRIDGEPORTCT06605N/APCGENERAL SUPPORT$1,000
NORFIELD CONGREGATIONAL CHURCH
64 NORFIELD ROADWESTONCT06883N/APCNORFIELD/CIRI REFUGEE FUND$1,000
WORLD CENTRAL KITCHEN INCORPORATED
PO BOX 96538WASHINGTONDC20090N/APCGENERAL SUPPORT$250
THE REFORMED CHURCH
PO BOX 397BRONXVILLENY107080397N/APCMARY HOCH FOUNDATION'S PROGRAMS SUPPORTING PEACEBUILDERS IN CONFLICT ZONES IN THE HORN OF AFRICA$10,000
WAMC
318 CENTRAL AVEALBANYNY122062522N/APCGENERAL SUPPORT$151
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$2,140,232TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$88,197ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Business901101BusinessCd
Unrelated Business Taxbl Incm$3UnrelatedBusinessTaxblIncmAmt
Exclusion01ExclusionCd
Exclusion$1,076,452ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion01ExclusionCd

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Business901101BusinessCd
Unrelated Business Taxbl Incm$8UnrelatedBusinessTaxblIncmAmt
Exclusion18ExclusionCd
Exclusion$5,696,636ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp (3 entries)

DescDescBusinessBusinessCdUnrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmtExclusionExclusionCdExclusionExclusionAmt
OTHER PARTNERSHIP INCOME (UBIT)901101-$8,07601$8,076
GRANT REFUND01$12,500
LITIGATION PROCEEDS01$1,660

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm-$8,065UnrelatedBusinessTaxblIncmAmt
Exclusion$6,883,521ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$6,875,456TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryAUDIT AND TAX SERVICESCategoryTxt
Amt$36,000Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$34,000DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (44 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ABBVIE INC 3.600% 05/14/2025$99,587$99,587
ALABAMA PWR CO GLBL 2022B NT 3.750% 09/1/2027$97,792$97,792
AMAZON COM 5.200% 12/03/2025$100,529$100,529
AMERICAN ELECTRIC POWER CO INC 4.300% 12/01/2028$97,681$97,681
APPLE INC 3.250% 02/23/2026$98,794$98,794
BANK AMER CORP BOND 3.248% 10/21/2027$96,369$96,369
BERKSHIRE HATHAWAY NOTE 3.125% 03/15/2026$98,466$98,466
BP CAP MKTS AMER 3.410% 02/11/2026$98,776$98,776
BRISTOL MYERS 3.200% 06/15/2026$98,237$98,237
CIGNA CORP 3.250% 04/15/2025$99,519$99,519
COMCAST CORP 3.375% 08/15/2025$99,145$99,145
CONOCOPHILLIPS 4.300% 08/15/2028$98,515$98,515
CONSTELLATION BRANDS INC SR 4.7500% 12/01/25$99,994$99,994
DUKE ENERGY CO 3.200% 01/15/2027$97,345$97,345
INTEL CORP 3.75% 03/25/2027$97,550$97,550
JPMORGAN CHASE & CO BOND PERPETUAL 3.650% 06/01/2026$193,910$193,910
LENNAR 4.750% 05/30/2025$99,883$99,883
LOCKHEED MARTIN CORP NOTE 5.100% 11/15/2027$101,531$101,531
MARSH & MCLENNAN COS INC 3.500% 03/10/2025$99,804$99,804
PEPSICO INC 2.750% 04/30/2025$99,454$99,454
PFIZER INVESTMENT ENTERPRISES 4.650% 05/19/2025$350,140$350,140
SPECTRA ENERGY PARTNERS LP 3.500% 03/15/2025$99,669$99,669
SYSCO CORP 3.750% 10/01/2025$99,353$99,353
UNITED TECH CORP 3.950% 8/16/2025$99,471$99,471
VERIZON COMMUNICATIONS INC 4.329% 09/21/2028$98,122$98,122
WELLS FARGO CO 4.100% 06/03/2026$98,926$98,926
WISONSIN ENERGY CORP 3.550% 06/15/2025$127,105$127,105
CONSOLIDATED EDISON 5.100% 06/15/2033$97,246$97,246
METLIFE INC 6.375% 06/15/2034$107,643$107,643
ENTERGY ARKANSAS LLC 5.300% 9/15/2033$100,683$100,683
NEXTERA ENERGY CAPITAL HOLDING 5.250% 03/15/2034$98,919$98,919
EVERSOURCE ENERGY GLBL -GG NT 5.950% 07/15/2034$102,471$102,471
ROPER TECHNOLOGIES INC SR NT 34 4.900% 10/15/2034$96,149$96,149
HONEYWELL INTERNATIONAL INC 5.000% 03/01/2035$98,059$98,059
COMCAST CORP 4.000% 08/15/2035$92,205$92,205
ENTERPRISE PRODUCTS 5.750% 03/01/2035$101,617$101,617
LOWES COMPANIES INC 6.650% 09/15/2037$108,995$108,995
MIDAMERICAN ENERGY H 6.500% 09/15/2037$106,536$106,536
OHIO EDISON CO 1M GLBL 8.250% 10/15/2038$123,294$123,294
JPMORGAN CHASE & CO 3.625% 12/01/2027$97,154$97,154
TOYOTA MOTOR CREDIT CORP 5.000% 03/19/2027$100,890$100,890
AMERICAN EXPRESS CO 5.282% 07/27/2029$101,116$101,116
WASTE MGMT INC DEL SR GLBL NT 29 4.875% 02/15/2029$100,528$100,528
GALLAGHER ARTHUR J & CO SR 6.500% 02/15/2034$107,473$107,473

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (52 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ABBOTT LABORATORIES TICKER ABT -7000 SHARES$791,770$791,770
ACCENTURE PLC TICKER ACN -2125 SHARES$747,554$747,554
ALPHABET INC CLASS C TICKER GOOG -4560 SHARES$868,405$868,405
ALPHABET INC CLASS C TICKER GOOG -10500 SHARES$1,999,620$1,999,620
AMAZON COM INC TICKER AMZN -5095 SHARES$1,117,792$1,117,792
AMERICAN EXPRESS CO TICKER AXP -3000 SHARES$890,370$890,370
AMGEN INC TICKER AMGN -1950 SHARES$508,248$508,248
AMPHENOL CORP CLASS A TICKER APH -9320 SHARES$647,274$647,274
APOLLO GLOBAL MANAGEMENT INC TICKER APO -15500 SHARES$2,559,980$2,559,980
APPLE INC TICKER AAPL -5035 SHARES$1,260,865$1,260,865
APPLIED MATERIALS INC TICKER AMAT -2719 SHARES$442,191$442,191
ARTHUR J GALLAGHER & CO TICKER AJG -5500 SHARES$1,561,175$1,561,175
BECTON DICKINSON AND CO TICKER BDX -2820 SHARES$639,773$639,773
BERKSHIRE HATHAWAY INC. CLASS B TICKER BRK-B -1340 SHARES$607,395$607,395
BLACKSTONE INC TICKER BX -13500 SHARES$2,327,670$2,327,670
CHEVRON CORP TICKER CVX -2415 SHARES$349,789$349,789
COSTAR GROUP, INC TICKER CSGP -11000 SHARES$787,490$787,490
CREDIT ACCEPTANCE CORP MICH TICKER CACC -3500 SHARES$1,643,110$1,643,110
ECOLAB INC TICKER ECL -2540 SHARES$595,173$595,173
ENSTAR GROUP LTD ORD TICKER ESGR -3000 SHARES$966,150$966,150
ENTERPRISE PRODUCTS PARTNERS L TICKER EPD -15000 SHARES$470,400$470,400
FISERV INC TICKER FISV -9000 SHARES$1,848,780$1,848,780
FERGUSON PLC TICKER FERG -5000 SHARES$867,850$867,850
FORTREA HOLDINGS INC TICKER FTRE -52000 SHARES$969,800$969,800
HILTON WORLDWIDE HOLDINGS INC TICKER HLT -6700 SHARES$1,655,972$1,655,972
JOHNSON & JOHNSON TICKER JNJ -4705 SHARES$680,437$680,437
JPMORGAN CHASE & CO TICKER JPM -3500 SHARES$838,985$838,985
LABORATORY CORP OF AMERICA HOL TICKER LH -4500 SHARES$1,031,940$1,031,940
MARSH & MCLENNAN COS INC TICKER MMC -3495 SHARES$742,373$742,373
MASTERCARD INCORPORATED TICKER MA -1300 SHARES$684,541$684,541
META PLATFORMS INC-CLASS A TICKER META -1430 SHARES$837,279$837,279
MICROSOFT CORP TICKER MSFT -2695 SHARES$1,135,943$1,135,943
MICROSOFT CORP TICKER MSFT -3700 SHARES$1,559,550$1,559,550
PEPSICO INC TICKER PEP -3760 SHARES$571,746$571,746
RTX CORP TICKER RTX -6170 SHARES$713,992$713,992
RUSH ENTERPRISES INC TICKER RUSHA -19000 SHARES$1,041,010$1,041,010
SCHWAB CHARLES CORP TICKER SCHW -16000 SHARES$1,184,160$1,184,160
SERVICE NOW TICKER NOW -815 SHARES$863,998$863,998
SHERWIN-WILLIAMS CO/THE TICKER SHW -1700 SHARES$577,881$577,881
TEXAS INSTRUMENTS INC TICKER TXN -3650 SHARES$684,412$684,412
THERMO FISHER SCIENTIFIC INC TICKER TMO -1220 SHARES$634,681$634,681
TJX COMPANIES INC TICKER TJX -4475 SHARES$540,625$540,625
VISA INC COM CL A TICKER V -2455 SHARES$775,878$775,878
WATERS CORP TICKER WAT -3300 SHARES$1,224,234$1,224,234
ZURN WATER SOLUTIONS TICKER ZWS -33000 SHARES$1,230,900$1,230,900
CARRIER GLOBAL CORP TICKER CARR -8145 SHARES$555,978$555,978
CHIPOTLE MEXCAN GRILL INC TICKER CMG -10480 SHARES$631,944$631,944
G.E HEALTHCARE TECHNOLOGIES INC TICKER GEHC -7810 SHARES$610,586$610,586
NEXTERA ENERGY INC TICKER NEE -9905 SHARES$710,089$710,089
NVIDIA CORP TICKER NVDA -7060 SHARES$948,087$948,087
UBER TECHNOLOGIES INC TICKER UBER -9185 SHARES$554,039$554,039
ASHTEAD GROUP TICKER AHT -10000 SHARES$621,816$621,816

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$7,490,326USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$7,490,326USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (45 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
LORD ABBETT SHORT DURATION INCOME FUND - 41549.064 UNITSFMV$160,379$160,379
CREDIT SUISSE STRATEGIC - 16923.27 UNITSFMV$161,279$161,279
EATON VANCE FLOATING - 16067.518 UNITSFMV$160,997$160,997
VANGUARD BD INDEX FD INC - 88348.99 UNITSFMV$837,548$837,548
VANGUARD RUSSELL 3000 TICKER VTHR -2658 SHARESFMV$690,389$690,389
HOUND PARTNERS VARIABLE BETA FUNDFMV$289,128$289,128
DAVIDSON KEMPNER LT DISTRESSED OPP INTL VFMV$286,071$286,071
OCA BRAIDWELL LLCFMV$264,224$264,224
OCA BREDS III TE LLCFMV$9,545$9,545
OCA BREDS IV TE LLCFMV$124,819$124,819
OCA CHP SEGREGATED PORTFOLIOFMV$400,995$400,995
OCA CMTG LLCFMV$46,225$46,225
OCA CROSSHARBOR 2021 TE LLCFMV$67,946$67,946
OCA DKLDO VI SEGREGATED PORTFOLIOFMV$58,318$58,318
OCA FCC III LLCFMV$91,191$91,191
OCA FCC IV LLCFMV$24,617$24,617
OCA LMMI IV SEGREGATED PORTFOLIOFMV$89,145$89,145
OCA OHA CREDIT FUND SEGREGATED PORTFOLIOFMV$15,580$15,580
OCA PENOPPS PV I SEGREGATED PORTFOLIOFMV$62,829$62,829
OCA RA CAPITAL HEALTHCARE SEGREGATED PORTFOLIOFMV$40,924$40,924
OCA SILVER LAKE V TE LLCFMV$67,049$67,049
OCA SILVER LAKE VI TE LLCFMV$154,349$154,349
OCA SSA SEGREAGTED PORTFOLIOFMV$495,756$495,756
OCA TA XIV LLCFMV$122,145$122,145
OCA TBP VII LLCFMV$72,466$72,466
OCA TF SEGREGATED PORTFOLIOFMV$209,392$209,392
OCA THOMA BRAVO FUND XIV TE LLCFMV$122,900$122,900
OCA VDFTE LLCFMV$91,251$91,251
OCA VENBIO III SEGREGATED PORTFOLIOFMV$50,432$50,432
OCA VENBIO IV SEGREGATED PORTFOLIOFMV$35,112$35,112
OCA VOF LLCFMV$44,953$44,953
SCGE OFFSHORE FUND LPFMV$377,993$377,993
SURGOCAP OFFSHORE FUND LPFMV$424,675$424,675
OCA BCP IV SEGREGATED PORTFOLIOFMV$42,257$42,257
OCA JPAF SEGREGATED PORTFOLIOFMV$326,967$326,967
OCA NEW MTN NET LEASE PTN IIFMV$41,302$41,302
OCA PREFERRED INCOME STRATEGYFMV$346,367$346,367
OCA VIKING GLOBAL EQUITIES (OCA VHF)FMV$389,205$389,205
OCA BREP XFMV$32,893$32,893
OCA EQ SEGREGATED PORTFOLIOFMV$33,856$33,856
OCA H SPECIALITY LENDING INT VI SEG PORTFOLIOFMV$26,615$26,615
OCA DHIF III SEGREGATED PORTFOLIOFMV$55,100$55,100
OCA RA CAPITAL HEALTHCARE II SEGREGATED PORTFOLIOFMV$326,962$326,962
OCA NUT TREE DRAWDOWN II LLCFMV$21,641$21,641
MASS INVESTORS GROWTH STOCK FUND-I -16967.652 SHARESFMV$748,952$748,952

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (3 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ARTWORK$537,000$537,000$537,000
SECURITY DEPOSIT$77,051$77,051$77,051
REDEMPTIONS RECEIVABLE$10,892$10,892

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INSURANCE$20,946$0$20,946
OFFICE EXPENSES$25,601$0$25,601
PAYROLL PROCESSING FEES$2,630$0$2,630
BANK EXPENSES$289$0$289
OTHER PARTNERSHIP EXPENSES$0$19,794$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (3 entries)

DescDescNet Investment IncomeNetInvestmentIncomeAmtRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtAdjusted Net IncomeAdjustedNetIncomeAmt
OTHER PARTNERSHIP INCOME$98,842
GRANT REFUND$12,500$12,500
LITIGATION PROCEEDS$1,660$1,660$1,660

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAINS ON INVESTMENTSDesc
Amt$2,330,967Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ADMINISTRATIVE FEES$117,849$0$117,849
INVESTMENT MANAGEMENT FEES$464,544$464,544$0
CONSULTING FEES$7,575$0$7,575

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL EXCISE$72,000$0$0
FOREIGN TAXES$0$168$0