THE@MILTON AND DOROTHY SARNOFF RAYMOND FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- THE@MILTON AND DOROTHY SARNOFF RAYMOND FOUNDATION (EIN 35-6803768)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-03-03
- IRS object ID
- 202620629349100122
- Schema version
- 2025v4.0
- 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
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-03-03T15:20:39-06:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 331521965 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TRI-POINT TAX & ACCOUNTING SERVICES | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 182 ADAMS RD | AddressLine1Txt |
| City | WILLIAMSTOWN | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01267 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 356803768 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MILTON & DOROTHY SARNOFF RAYMOND FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % ELIZABETH L HUGHES | InCareOfNm |
| Business Name Control | MILT | BusinessNameControlTxt |
| Phone | 4134585722 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 147 | AddressLine1Txt |
| City | Williamstown | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01267 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ELIZABETH L HUGHES | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 4134585722 | PhoneNum |
| Signature | 2026-02-11 | SignatureDt |
| Discuss With Paid Preparer | false | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JULIE P ARNOLD | PreparerPersonNm |
| PTIN | P00420848 | PTIN |
| Phone | 4134585722 | PhoneNum |
| Preparation | 2026-03-03 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | 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 | $23,835,226 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $28,725 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $28,725 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $905,830 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $905,830 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$232,585 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,306,937 | GrossSalesPriceAmt |
| Other Income Rev And Expnss | $31,000 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $31,000 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $732,970 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $965,555 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $51,918 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $11,700 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $11,700 | AccountingFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $13,691 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $13,691 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $1,120 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,120 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $78,429 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $26,511 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,055,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,055,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,133,429 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $26,511 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,055,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$400,459 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $939,044 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $5 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $465,770 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $416,867 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $416,867 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $12,769,963 | CorporateStockBOYAmt |
| Corporate Stock EOY | $11,798,193 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $22,402,960 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $388,808 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,009,027 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,015,399 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $13,624,546 | TotalAssetsBOYAmt |
| Total Assets EOY | $13,224,087 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $23,835,226 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $14,654,501 | CapitalStockBOYAmt |
| Capital Stock EOY | $14,452,912 | CapitalStockEOYAmt |
| Retained Earning BOY | -$1,029,955 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$1,228,825 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $13,624,546 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $13,224,087 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $13,624,546 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $13,224,087 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $13,624,546 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$400,459 | ExcessRevenueOverExpensesAmt |
| Subtotal | $13,224,087 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $13,224,087 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $13,053 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $13,053 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $13,053 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $11,720 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $11,720 | TotalPaymentsAndCreditsAmt |
| Tax Due | $1,333 | TaxDueAmt |
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 |
| 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 |
| Individual With Books | ELIZABETH L HUGHES | IndividualWithBooksNm |
| Phone | 4134585722 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 147 | AddressLine1Txt |
| City | Williamstown | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01267 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| ANDREW R LAITMAN | ||||||||
| PO BOX 144 | Pemberton | NJ | 08068 | TRUSTEE | 0.00 | $17,306 | $0 | $0 |
| CATHERINE L BURKE | ||||||||
| 23 BELLE AVE | San Rafael | CA | 94901 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| ELIZABETH L HUGHES | ||||||||
| PO BOX 147 | Williamstown | MA | 01267 | TRUSTEE | 0.00 | $17,306 | $0 | $0 |
| PAUL L BURKE | ||||||||
| 23 BELLE AVE | San Rafael | CA | 94901 | TRUSTEE | 0.00 | $17,306 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $21,993,293 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $441,319 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $22,434,612 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $22,434,612 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $336,519 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $22,098,093 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,104,905 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,104,905 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $13,053 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $13,053 | TotalTaxAmt |
| Distributable Before Adj | $1,091,852 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,091,852 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,091,852 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,055,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,055,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,091,852 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $703 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $108,293 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $35,967 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $902 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $145,865 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,055,000 | QualifyingDistributionsAmt |
| Applied To Current Year | $1,055,000 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $36,852 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $36,852 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $109,013 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $109,013 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $72,144 | ExcessFromYear4Amt |
| Excess From Year3 | $35,967 | ExcessFromYear3Amt |
| Excess From Year2 | $902 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (103 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| NATIONAL BUILDING MUSEUM | ||||||
| 401 F ST NW | Washington | DC | 20001 | PC | CHARITABLE | $15,000 |
| THE PHILLIPS COLLECTION | ||||||
| 1600 21ST ST NW | Washington | DC | 20009 | PC | CHARITABLE | $15,000 |
| THE STUDIO THEATRE | ||||||
| 1501 14TH ST NW | Washington | DC | 20005 | PC | CHARITABLE | $10,000 |
| NATURE FORWARD | ||||||
| 8940 JONES MILL RD | Chevy Chase | MD | 20815 | PC | CHARITABLE | $5,000 |
| WILLIAMSTOWN ART CONSERVATION CTR | ||||||
| 227 SOUTH ST | Williamstown | MA | 01267 | PC | CHARITABLE | $10,000 |
| CLARK ART MUSEUM | ||||||
| SOUTH STREET | Williamstown | MA | 01267 | PC | CHARITABLE | $15,000 |
| MASS MOCA | ||||||
| 87 MARSHALL ST | North Adams | MA | 01247 | PC | CHARITABLE | $15,000 |
| SKIDMORE COLLEGE | ||||||
| 815 NORTH BROADWAY | Saratoga Springs | NY | 12866 | PC | CHARITABLE | $10,000 |
| RAINBOW FAMILIES | ||||||
| 5614 CONNECTICUT AVE NW | Washington | DC | 20015 | PC | CHARITABLE | $10,000 |
| NATIONAL MUSEUM OF WOMEN IN THE ART | ||||||
| 1250 NEW YORK AVE NW | Washington | DC | 20005 | PC | CHARITABLE | $10,000 |
| LILLIAN ALBERT JEWISH MUSEUM | ||||||
| 575 3RD ST NW | Washington | DC | 20001 | PC | CHARITABLE | $10,000 |
| SCIENCE HISTORY INSTITUTE | ||||||
| 315 CHESTNUT STREET | Philadelphia | PA | 19106 | PC | CHARITABLE | $2,000 |
| VISUAL PERFORMING ARTS CENTER | ||||||
| 700 TRYON STREET | Charlotte | NC | 28202 | PC | CHARITABLE | $3,000 |
| THE WASHINGTON CHORUS | ||||||
| 945 G STREET NW 211 | Washington | DC | 20001 | PC | CHARITABLE | $2,000 |
| ACTORS NET OF BUCKS COUNTY | ||||||
| 635 N DELMORR AVE | Morrisville | PA | 19067 | PC | CHARITABLE | $5,000 |
| CAMDEN COUNTY HISTORICAL SOCIETY | ||||||
| 1900 PARK BLVD | Camden | NJ | 08103 | PC | CHARITABLE | $1,000 |
| FRIENDS OF THE BEAR PUBLIC LIBRARY | ||||||
| PO BOX 668 | Bear | DE | 19701 | PC | CHARITABLE | $2,000 |
| FRIENDS OF THE HANCOCK HOUSE | ||||||
| PO BOX 78 | HANCOCK BRIDGE | NJ | 08078 | PC | CHARITABLE | $1,000 |
| FRIENDS OF THE KIRKWOOD LIBRARY | ||||||
| 6000 KIRKWOOD HWY | Wilmington | DE | 19808 | PC | CHARITABLE | $2,000 |
| FRIENDS OF THE PEMBERTON LIBRARY | ||||||
| 16 BROADWAY ST | Browns Mills | NJ | 08015 | PC | CHARITABLE | $3,000 |
| GREENWOOD LAKE LIBRARY | ||||||
| PO BOC 1139 | Greenwood Lake | NY | 10925 | PC | CHARITABLE | $1,000 |
| INTERFAITH CAREGIVERS | ||||||
| PO BOX 188 | HADDONFIELD | NJ | 08023 | PC | CHARITABLE | $3,000 |
| VOORHEES ANIMAL SHELTER | ||||||
| 419 COOPER RD | Voorhees | NJ | 08043 | PC | CHARITABLE | $5,000 |
| WORLD CENTRAL KITCHEN | ||||||
| 200 MASSACHUSETTS AVE NW | Washington | DC | 200011436 | PC | CHARITABLE | $20,000 |
| JEWISH COMMUNITY FEDERATION | ||||||
| 121 STEUART ST | San Francisco | CA | 94105 | PC | CHARITABLE | $15,000 |
| SAN FRANCISCO-MARIN FOOD BANK | ||||||
| 900 PENNSYLVANIA AVE | San Francisco | CA | 94107 | PC | CHARITABLE | $20,000 |
| 92Y | ||||||
| 1395 LEXINGTON AVE | New York | NY | 10128 | PC | CHARITABLE | $10,000 |
| ANTI-DEFAMATION LEAGUE | ||||||
| 823 UNION PLAZA | New York | NY | 10017 | PC | CHARITABLE | $25,000 |
| CARNEGIE HALL | ||||||
| 881 SEVENTH AVE | New York | NY | 10019 | PC | CHARITABLE | $25,000 |
| AMERICAN RED CROSS GREATER NY | ||||||
| 520 WEST 49TH ST | New York | NY | 10017 | PC | CHARITABLE | $25,000 |
| UJA FEDERATION OF NY | ||||||
| 130 EAST 95TH ST | New York | NY | 10019 | PC | CHARITABLE | $50,000 |
| WNET CHANNEL 13 | ||||||
| 450 WEST 33RD ST | New York | NY | 10019 | PC | CHARITABLE | $25,000 |
| URJ CAMP NEWMAN | ||||||
| 4088 PORTER CREEK RD | Santa Rosa | CA | 95404 | PC | CHARITABLE | $10,000 |
| YOUTH IN ARTS | ||||||
| 917 C STREET | San Rafael | CA | 94901 | PC | CHARITABLE | $10,000 |
| ST VINCENT DE PAUL | ||||||
| 68 MARSHALL ST | North Adams | MA | 01247 | PC | CHARITABLE | $20,000 |
| SAN FRANCISCO-MARIN FOOD BANK | ||||||
| 900 PENNSYLVANIA AVE | San Francisco | CA | 94107 | PC | CHARITABLE | $20,000 |
| NAMI MARIN | ||||||
| 555 NORTHGATE DR 280 | San Rafael | CA | 94903 | PC | CHARITABLE | $20,000 |
| MCLA | ||||||
| 375 CHURCH ST | North Adams | MA | 01247 | PC | CHARITABLE | $10,000 |
| FIRST CANDLE | ||||||
| 21 LOCUST AVE | New Canaan | CT | 06840 | PC | CHARITABLE | $20,000 |
| NATIONAL MUSEUM OF WOMEN IN ARTS | ||||||
| 1250 NEW YORK AVE NW | Washington | DC | 20005 | PC | CHARITABLE | $20,000 |
| ACTION YOUTH MEDIA | ||||||
| 900 WAYNE AVE | Silver Spring | MD | 20910 | PC | CHARITABLE | $15,000 |
| FRIENDS OF LIBRARY-MONTGOMERY CTY | ||||||
| 21 MARYLAND AVE STE 310 | Rockville | MD | 20850 | PC | CHARITABLE | $10,000 |
| NATURE FORWARD | ||||||
| 8940 JONES MILL ROAD | Chevy Chase | MD | 20815 | PC | CHARITABLE | $10,000 |
| ART STREAM INC | ||||||
| 8401 CONNECTICUT AVE | Chevy Chase | MD | 20815 | PC | CHARITABLE | $10,000 |
| COMMUNITY BRIDGES | ||||||
| 8757 GEORGIA AVE | Silver Spring | MD | 20910 | PC | CHARITABLE | $10,000 |
| CAPITAL JEWISH MUSEUM | ||||||
| PO BOX 791104 | Baltimore | MD | 212791104 | PC | CHARITABLE | $10,000 |
| THE STUDIO THEATRE | ||||||
| 1501 14TH ST NW | Washington | DC | 20005 | PC | CHARITABLE | $20,000 |
| MANNA FOOD CENTER | ||||||
| 9311 GAITHER RD | Gaithersburg | MD | 20877 | PC | CHARITABLE | $15,000 |
| DC HISTORY CENTER | ||||||
| 801 K ST NW | Washington | DC | 20001 | PC | CHARITABLE | $20,000 |
| PRESIDENT LINCOLNS COTTAGE | ||||||
| 140 ROCK CREEK CHURCH RD | Washington | DC | 20011 | PC | CHARITABLE | $10,000 |
| RAINBOW PLACE SHELTER | ||||||
| 215 W MONTGOMERY AVE | Rockville | MD | 20850 | PC | CHARITABLE | $10,000 |
| WORLD CENTRAL KITCHEN | ||||||
| 200 MASSACHUSETTS AVE NW | Washington | DC | 200011436 | PC | CHARITABLE | $20,000 |
| FOLGER SHAKESPEARE LIBRARY | ||||||
| 201 EAST CAPITOL STREET SE | Washington | DC | 200031004 | PC | CHARITABLE | $10,000 |
| HOPE CONNECTIONS FOR CANCER SUPPORT | ||||||
| 10100 LAUREATE WAY | Bethesda | MD | 20814 | PC | CHARITABLE | $10,000 |
| IMMIGRANT REFUGEE OUTREACH CTR | ||||||
| PO BOX 11371 | Mc Lean | VA | 22102 | PC | CHARITABLE | $10,000 |
| NATIONAL CTR FOR CHILDREN FAMILY | ||||||
| 6301 GREENTREE RD | Bethesda | MD | 20817 | PC | CHARITABLE | $10,000 |
| HUMAN RIGHTS CAMPAIGN | ||||||
| 1640 RHODE ISLAND AVE NW | Washington | DC | 200363278 | PC | CHARITABLE | $10,000 |
| BERKSHIRE DANCE THEATRE | ||||||
| 46 HOWLAND AVE | Adams | MA | 01220 | PC | CHARITABLE | $1,000 |
| BRAND NEW SHERIFF | ||||||
| 9611 BROODALE RD | Charlotte | NC | 28215 | PC | CHARITABLE | $1,000 |
| CLEAR PATH | ||||||
| 8 CHICATABUT RD | Norfolk | MA | 02056 | PC | CHARITABLE | $1,000 |
| COMMUNITY LEGAL AID | ||||||
| 152 N ST STE E-155 | Pittsfield | MA | 01201 | PC | CHARITABLE | $1,000 |
| GATEWAY HORSEWORKS | ||||||
| PO BOX 1328 | Malvern | PA | 19355 | PC | CHARITABLE | $1,000 |
| HERITAGE UNIVERSITY EARLY CHILDHOOD | ||||||
| 3240 FORT ROAD | Toppenish | WA | 98948 | PC | CHARITABLE | $1,000 |
| HICKORY COMMUNITY THEATRE | ||||||
| 30 3RD ST NW | Hickory | NC | 28601 | PC | CHARITABLE | $1,000 |
| JACKIE ROBINSON FOUNDATION | ||||||
| 75 VARICK STREET 2ND FLOOR | New York | NY | 100131917 | PC | CHARITABLE | $1,000 |
| LAMANCHA ANIMAL RESCUE | ||||||
| PO BOX 656 | Unionville | PA | 19375 | PC | CHARITABLE | $1,000 |
| MAHWAH LIBRARY | ||||||
| 100 RIDGE RD | Mahwah | NJ | 07430 | PC | CHARITABLE | $1,000 |
| THE OASIS ANIMAL SANCTUARY | ||||||
| 698 CENTRAL AVE | Franklinville | NJ | 08322 | PC | CHARITABLE | $1,000 |
| OLD FRIENDS SENIOR DOG SANCTUARY | ||||||
| 765 NONAVILLE RD | Mount Juliet | TN | 37122 | PC | CHARITABLE | $1,000 |
| OPERATION PAPERBACK | ||||||
| PO BOX 347 | Dunstable | MA | 01827 | PC | CHARITABLE | $1,000 |
| PAW IT 4WARD | ||||||
| PO BOX 163 | Cherry Hill | NJ | 08003 | PC | CHARITABLE | $1,000 |
| PHILLY GOAT PROJECT | ||||||
| 6336 ARDLEIGH ST | Philadelphia | PA | 19138 | PC | CHARITABLE | $1,000 |
| COBBLE HILL FARM | ||||||
| 580 HENDERSON RD | Williamstown | MA | 01267 | PC | CHARITABLE | $1,000 |
| FULL HART PET PANTRY | ||||||
| 2447 ELLWOOD AVE | Atco | NJ | 08004 | PC | CHARITABLE | $1,000 |
| OCEAN CITY LIBRARY | ||||||
| 1735 SIMPSON AVE | Ocean City | NJ | 08226 | PC | CHARITABLE | $1,000 |
| REMEDY HALL | ||||||
| 906 MAIN ST | Williamstown | MA | 01267 | PC | CHARITABLE | $1,000 |
| SKYLANDS ANIMAL SANCTUARY | ||||||
| 50 COMPTON RD | WANTAGE | NJ | 07461 | PC | CHARITABLE | $1,000 |
| STONE RIDGE LIBRARY FOUNDATION | ||||||
| 3700 MAIN ST | Stone Ridge | NY | 12484 | PC | CHARITABLE | $1,000 |
| TIMOTHY SCHOOL TIM | ||||||
| 973 OLD LANCASTER RD | Berwyn | PA | 19312 | PC | CHARITABLE | $1,000 |
| WEST END LIBRARY | ||||||
| 45 BALLPARK RD | Laurelton | PA | 17835 | PC | CHARITABLE | $1,000 |
| BIKES FOR THE WORLD | ||||||
| 11720 PARKLAWN DRIVE | Rockville | MD | 20852 | PC | CHARITABLE | $1,000 |
| DALTON FREE PUBLIC LIBRARY | ||||||
| 42 MAIN STREET | Dalton | MA | 01226 | PC | CHARITABLE | $1,000 |
| CAPITAL HILL BOYS CLUB ART GALLERY | ||||||
| 2424 SKYLAND PLACE SE | Washington | DC | 20020 | PC | CHARITABLE | $20,000 |
| SIGNATURE THEATER | ||||||
| 480 W 42ND ST | New York | NY | 10036 | PC | CHARITABLE | $10,000 |
| NATIONAL BUILDING MUSEUM | ||||||
| 401 F ST NW | Washington | DC | 20001 | PC | CHARITABLE | $10,000 |
| PLANET WORD MUSEUM | ||||||
| 925 13TH ST | Washington | DC | 20005 | PC | CHARITABLE | $10,000 |
| SAN FRANCISCO-MARIN FOOD BANK | ||||||
| 900 PENNSYLVANIA AVE | San Francisco | CA | 94107 | PC | CHARITABLE | $20,000 |
| FRIENDS OF LIBRARY-MONTGOMERY CITY | ||||||
| 21 MARYLAND AVE STE 310 | Rockville | MD | 20850 | PC | CHARITABLE | $10,000 |
| ACTION YOUTH MEDIA | ||||||
| 900 WAYNE AVE | Silver Spring | MD | 20910 | PC | CHARITABLE | $10,000 |
| RITTER CENTER | ||||||
| PO BOX 3517 | San Rafael | CA | 94912 | PC | CHARITABLE | $15,000 |
| CANAL ALLIANCE | ||||||
| 91 LARKSPUR ST | San Rafael | CA | 94901 | PC | CHARITABLE | $15,000 |
| ST VINCENT DE PAUL | ||||||
| 68 MARSHALL ST | North Adams | MA | 01247 | PC | CHARITABLE | $20,000 |
| THE PHILLIPS COLLECTION | ||||||
| 1600 21ST ST NW | Washington | DC | 20009 | PC | CHARITABLE | $10,000 |
| UNITED CHURCH HOMES | ||||||
| 170 E CENTER ST | Marion | OH | 43302 | PC | CHARITABLE | $25,000 |
| CAPITAL CARING | ||||||
| 3180 FAIRVIEW PARK DR | Falls Church | VA | 22042 | PC | CHARITABLE | $25,000 |
| HEALTHY AGING COALITION | ||||||
| PO BOX 114 | Rhinelander | WI | 54501 | PC | CHARITABLE | $25,000 |
| RENEWAL HOUSE | ||||||
| PO BOX 280356 | Nashville | TN | 37228 | PC | CHARITABLE | $10,000 |
| FRIENDS OF SLIGO CREEK | ||||||
| PO BOX 11572 | Takoma Park | MD | 20913 | PC | CHARITABLE | $10,000 |
| SKIDMORE COLLEGE- TANG25 ENDOWMENT | ||||||
| 815 N BROADWAY | Saratoga Springs | NY | 12866 | PC | CHARITABLE | $20,000 |
| SKIDMORE COLLEGE | ||||||
| 815 N BROADWAY | Saratoga Springs | NY | 12866 | PC | CHARITABLE | $10,000 |
| NATIONAL MUSEUM OF WOMEN IN ARTS | ||||||
| 1250 NEW YORK AVE NW | Washington | DC | 20005 | PC | CHARITABLE | $15,000 |
| YMCA GOLDEN GATE SILICON VALLEY | ||||||
| 375 S THIRD STREET | San Jose | CA | 95112 | PC | CHARITABLE | $10,000 |
| THE PHILLIPS COLLECTION | ||||||
| 1600 21ST ST NW | Washington | DC | 20009 | PC | CHARITABLE | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,055,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $28,725 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $905,830 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $934,555 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $934,555 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $11,700 | Amt |
| Net Investment Income | $11,700 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (26 entries)
| AssetAssetDesc | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Sales ExpenseSalesExpenseAmt | Total NetTotalNetAmt | Accumulated DepreciationAccumulatedDepreciationAmt |
|---|---|---|---|---|---|
| H&E EQUIPMENT SERVICES | $359,534 | $146,843 | $0 | $212,691 | $0 |
| GILEAD SCIENCES INC | $51,139 | $33,525 | $0 | $17,614 | $0 |
| SUNRISE COMMUNICATIONS | $40,978 | $34,693 | $0 | $6,285 | $0 |
| MRC GLOBAL INC | $25,199 | $23,831 | $0 | $1,368 | $0 |
| ESPEY MANUFACTURING | $22,111 | $15,110 | $0 | $7,001 | $0 |
| GAMING & LEISURE PROPERTIES IN | $469,066 | $427,921 | $0 | $41,145 | $0 |
| ARCOSA INC | $33,381 | $10,823 | $0 | $22,558 | $0 |
| PENNANTPARK INVESTMENT CORP | $71,607 | $68,360 | $0 | $3,247 | $0 |
| GENCOR INDUSTRIES INC | $44,010 | $39,353 | $0 | $4,657 | $0 |
| SIRIUS XM HOLDINGS | $46,146 | $70,038 | $0 | -$23,892 | $0 |
| OLIN CORP | $24,213 | $49,875 | $0 | -$25,662 | $0 |
| SUNRISE COMMUNICATIONS | $61,467 | $68,982 | $0 | -$7,515 | $0 |
| MRC GLOBAL INC | $25,199 | $30,980 | $0 | -$5,781 | $0 |
| LIBERTY GLOBAL LTD | $48,721 | $76,786 | $0 | -$28,065 | $0 |
| REALTY INCOME CORP | $56,703 | $57,861 | $0 | -$1,158 | $0 |
| BAXTER INTL INC | $11,233 | $23,545 | $0 | -$12,312 | $0 |
| YORK WATER CO | $90,875 | $131,030 | $0 | -$40,155 | $0 |
| FLUOR CORP | $122,831 | $128,437 | $0 | -$5,606 | $0 |
| FLUOR CORP | $102,359 | $113,046 | $0 | -$10,687 | $0 |
| FUTUREFUEL CORP | $19,240 | $21,195 | $0 | -$1,955 | $0 |
| OVINTIV INC | $205,737 | $298,951 | $0 | -$93,214 | $0 |
| SOTHERLY HOTELS INC | $8,294 | $62,517 | $0 | -$54,223 | $0 |
| WIDEOPENWEST INC | $56,029 | $119,367 | $0 | -$63,338 | $0 |
| SPORTSMAN WAREHOUSE HLDGS | $18,074 | $21,141 | $0 | -$3,067 | $0 |
| SOTHERLY HOTELS INC | $146,308 | $231,302 | $0 | -$84,994 | $0 |
| SOTHERLY HOTELS | $146,483 | $234,010 | $0 | -$87,527 | $0 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | STIFEL | BondNm |
| EOY Book Value | $1,009,027 | EOYBookValueAmt |
| EOYFMV | $1,015,399 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | STIFEL | StockNm |
| EOY Book Value | $11,798,193 | EOYBookValueAmt |
| EOYFMV | $22,402,960 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| WIREBANK FEES | $55 | $55 | $0 | $0 |
| LETTERHEADEPS | $306 | $306 | $0 | $0 |
| NYS ANNUAL FEE | $750 | $750 | $0 | $0 |
| ROUNDING | $9 | $9 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | VOIDED CHECKS | Desc |
| Revenue And Expenses Per Books | $31,000 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $31,000 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| TAXES PAID | $13,445 | $13,445 | $0 | $0 |
| OTHER TAXES | $246 | $246 | $0 | $0 |