LAWRENCE T BABBIO JR FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- LAWRENCE T BABBIO JR FOUNDATION (EIN 46-1601552)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-04-17
- IRS object ID
- 202601079349100605
- Schema version
- 2025v4.1
- 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
- All Oth Prog Rltd Investments Sch
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-04-17T08:32:43-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE MANHATTAN WEST | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10001 | 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 | 461601552 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Lawrence T Babbio Jr Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % GOLDMAN SACHS AYCO | InCareOfNm |
| Business Name Control | LAWR | BusinessNameControlTxt |
| Phone | 5186405000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O Goldman Sachs Ayco PO Box 15201 | AddressLine1Txt |
| City | Albany | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 122125201 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Lawrence Babbio Jr | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 5186405000 | PhoneNum |
| Signature | 2026-04-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Christine DiIonna | PreparerPersonNm |
| PTIN | P00999533 | PTIN |
| Phone | 2127733000 | PhoneNum |
| Preparation | 2026-04-16 | 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 | $7,131,977 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $4,303 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4,303 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $101,878 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $101,878 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $43,512 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $777,351 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $43,512 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $30,000 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $179,693 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $149,693 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $3,850 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,925 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,925 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $34,510 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $34,510 | OtherProfFeesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $250 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $250 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $38,610 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $36,435 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,175 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $781,200 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $781,200 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $819,810 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $36,435 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $783,375 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$640,117 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $113,258 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $686,527 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $353,287 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $353,287 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $800,189 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $860,233 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $3,052,284 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,245,667 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,918,457 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,300,449 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $5,039,260 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,399,143 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,131,977 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $5,039,260 | CapitalStockBOYAmt |
| Capital Stock EOY | $4,399,143 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,039,260 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,399,143 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,039,260 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,399,143 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,039,260 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$640,117 | ExcessRevenueOverExpensesAmt |
| Subtotal | $4,399,143 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $4,399,143 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES - WF#9489 | $304,789 | $233,579 | $71,210 | $71,210 |
| PUBLICLY TRADED SECURITIES - WF#0091 | $472,562 | $500,260 | -$27,698 | -$27,698 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $43,512 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,574 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,574 | SubtotalAmt |
| Tax Based On Investment Income | $1,574 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,465 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $6,465 | TotalPaymentsAndCreditsAmt |
| Overpayment | $4,891 | OverpaymentAmt |
| Applied To ES Tax | $4,891 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | 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 |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GOLDMAN SACHS AYCO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5186405000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 COLISEUM DRIVE | AddressLine1Txt |
| City | Cohoes | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12047 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| LAWRENCE T BABBIO JR | ||||||||
| C/O Goldman Sachs Ayco PO Box 15201 | Albany | NY | 122125201 | TRUSTEE | 1.0 | $0 | $0 | $0 |
| LAWRENCE T BABBIO III | ||||||||
| C/O Goldman Sachs Ayco PO Box 15201 | Albany | NY | 122125201 | TRUSTEE | 1.0 | $0 | $0 | $0 |
| ROBYN BABBIO | ||||||||
| C/O Goldman Sachs Ayco PO Box 15201 | Albany | NY | 122125201 | TRUSTEE | 1.0 | $0 | $0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $6,865,417 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $482,910 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,348,327 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,348,327 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $110,225 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,238,102 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $361,905 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $361,905 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,574 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,574 | TotalTaxAmt |
| Distributable Before Adj | $360,331 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $360,331 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $360,331 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $783,375 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $783,375 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $360,331 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2023 | PriorYear1Yr |
| Prior Year2 | 2022 | PriorYear2Yr |
| Prior Year3 | 2021 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $28,364 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $45,826 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $53,950 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $509,407 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $385,913 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,023,460 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $783,375 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $360,331 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $423,044 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,446,504 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $28,364 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,418,140 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $45,826 | ExcessFromYear4Amt |
| Excess From Year3 | $53,950 | ExcessFromYear3Amt |
| Excess From Year2 | $509,407 | ExcessFromYear2Amt |
| Excess From Year1 | $385,913 | ExcessFromYear1Amt |
| Excess From Current Year | $423,044 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | LAWRENCE T BABBIO JR | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Collegiate School | |||||||
| 301 Freedom Place South | new york | NY | 10069 | NONE | PC | GENERAL CHARITABLE PURPOSES | $25,000 |
| American Museum of Natural History | |||||||
| 200 Central Park West | NEW YORK | NY | 10024 | none | PC | GENERAL CHARITABLE PURPOSES | $1,000 |
| Gettysburg College | |||||||
| 300 N Washington St | Gettysburg | PA | 17325 | none | PC | GENERAL CHARITABLE PURPOSES | $25,000 |
| Saint Peter's Preparatory School | |||||||
| 144 Grand St | Jersey City | NJ | 07302 | none | PC | GENERAL CHARITABLE PURPOSES | $152,500 |
| The Fund for Park Ave | |||||||
| 445 Park Avenue 9th floor | NEW YORK | NY | 10022 | none | PC | GENERAL CHARITABLE PURPOSES | $5,000 |
| Stevens Institute of Technology | |||||||
| 1 Castle Point Terrace | Hoboken | NY | 07302 | None | PC | GENERAL CHARITABLE PURPOSES | $460,000 |
| National September 11 Memorial & Museum | |||||||
| 180 Greenwich Street | new york | NY | 10007 | none | PC | GENERAL CHARITABLE PURPOSES | $500 |
| The New York Landmarks Conservancy | |||||||
| One Whitehall St | new york | NY | 10004 | none | PC | GENERAL CHARITABLE PURPOSES | $100 |
| Mayo Clinic | |||||||
| 200 1st Street SW | Rochester | MN | 55905 | none | PC | GENERAL CHARITABLE PURPOSES | $1,000 |
| St Patrick's Cathedral | |||||||
| 5th avenue | new york | NY | 10022 | none | PC | GENERAL CHARITABLE PURPOSES | $100 |
| Memorial Sloan Kettering Cancer Center | |||||||
| 1275 York Avenue | new york | NY | 10065 | none | PC | GENERAL CHARITABLE PURPOSES | $25,000 |
| New York-Presbyterian Hospital | |||||||
| 5141 Broadway | New York | NY | 10034 | none | PC | GENERAL CHARITABLE PURPOSES | $50,000 |
| The Museum of Modern Art | |||||||
| 11 West 53rd Street | new york | NY | 10019 | none | PC | GENERAL CHARITABLE PURPOSES | $1,000 |
| Lehigh University | |||||||
| 306 S NEW ST SUITE 464 | Bethlehem | PA | 180151652 | NONE | PC | GENERAL CHARITABLE PURPOSES | $35,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $781,200 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,303 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $101,878 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $43,512 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCISE TAX REFUND | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $30,000 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $179,693 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $179,693 | 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 | $3,850 | Amt |
| Net Investment Income | $1,925 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,925 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | WF 489 - SEE ATTCHED LIST | StockNm |
| EOY Book Value | $3,245,667 | EOYBookValueAmt |
| EOYFMV | $5,918,457 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $800,189 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $860,233 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ISHARES IBONDS ETF 12-2025 | AT COST | $0 | $0 |
| US TREAS SEC STRIPPED 11/15/26 | $0 | $0 | |
| US TREAS STRIPS 11/15/27 | $0 | $0 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | STATE FILING FEES | Desc |
| Revenue And Expenses Per Books | $250 | RevenueAndExpensesPerBooksAmt |
| Disbursements Charitable Prps | $250 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Excise Tax Refund | Desc |
| Revenue And Expenses Per Books | $30,000 | RevenueAndExpensesPerBooksAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $34,510 | Amt |
| Net Investment Income | $34,510 | NetInvestmentIncomeAmt |