RICE FAMILY CHARITABLE FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- RICE FAMILY CHARITABLE FOUNDATION (EIN 20-5632137)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-04-03
- IRS object ID
- 202620939349100512
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-04-03T08:15:32-04:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 205632137 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Rice Family Charitable Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | RICE | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | William P Rice | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2026-03-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 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 | $2,316,504 | 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 | $1,648 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,648 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $63,894 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $63,894 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $24,476 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $335,436 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $24,476 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $90,018 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $90,018 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Taxes Rev And Expnss | $2,223 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $488 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $12,666 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $115 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $12,551 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $14,889 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $603 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $12,551 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $87,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $87,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $101,889 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $603 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $99,551 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$11,871 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $89,415 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $37,859 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $36,358 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $36,358 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,529,269 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,518,899 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,280,146 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,567,128 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,555,257 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,316,504 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $1,567,128 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,555,257 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,567,128 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,555,257 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,567,128 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,555,257 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,567,128 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$11,871 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,555,257 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,555,257 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $335,436 | GrossSalesPriceAmt |
| Cost Or Other Basis | $310,960 | CostOrOtherBasisAmt |
| Gain Or Loss | $24,476 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $24,476 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $24,476 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,243 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,243 | SubtotalAmt |
| Tax Based On Investment Income | $1,243 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,100 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $1,100 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $143 | TaxDueAmt |
| 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 | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (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 |
|---|---|---|---|---|---|---|---|---|
| Lynn L Rice | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Paige S Rice | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| William P Rice | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Pres, Dir, Sec | 1.0 | $0 | $0 | $0 |
| William P Rice Jr | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,243,244 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $44,795 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,288,039 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,288,039 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $34,321 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,253,718 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $112,686 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $112,686 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,243 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,243 | TotalTaxAmt |
| Distributable Before Adj | $111,443 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $111,443 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $111,443 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $99,551 | 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 | $99,551 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $111,443 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $99,500 | UndistributedIncomePYAmt |
| Qualifying Distributions | $99,551 | QualifyingDistributionsAmt |
| Applied To Year1 | $99,500 | AppliedToYear1Amt |
| Applied To Current Year | $51 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $111,392 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Lynn L Rice | ContributingManagerNm |
| Contributing Manager | William P Rice | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (33 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACADEMY AT OCEAN REEF INC | |||||||
| 395 S HARBOR DR | KEY LARGO | FL | 33037 | N/A | PC | General & Unrestricted | $4,000 |
| ALDEN KINDRED OF AMERICA INC | |||||||
| PO BOX 2754 | DUXBURY | MA | 02331 | N/A | PC | Alden Building Campaign | $2,500 |
| COLONIAL WILLIAMSBURG FOUNDATION | |||||||
| 301 1ST ST | WILLIAMSBURG | VA | 23185 | N/A | PC | General & Unrestricted | $1,000 |
| CROSSROADS FOR KIDS INC | |||||||
| 119 MYRTLE ST | DUXBURY | MA | 02332 | N/A | PC | General & Unrestricted | $8,000 |
| CURE ALZHEIMER'S FUND | |||||||
| 34 WASHINGTON ST SUITE 230 | WELLESLEY HILLS | MA | 02481 | N/A | PC | General & Unrestricted | $2,000 |
| DANA FARBER CANCER INSTITUTE INC | |||||||
| PO BOX 849168 | BOSTON | MA | 02284 | N/A | PC | General & Unrestricted | $1,000 |
| DUXBURY BAY MARITIME SCHOOL INC | |||||||
| 457 WASHINGTON ST | DUXBURY | MA | 02332 | N/A | PC | General & Unrestricted | $7,500 |
| DUXBURY BEACH RESERVATION INC | |||||||
| PO BOX 2593 | DUXBURY | MA | 02331 | N/A | PC | General & Unrestricted | $3,500 |
| DUXBURY RURAL AND HISTORICAL SOCIETY INC | |||||||
| PO BOX 2865 | DUXBURY | MA | 02331 | N/A | PC | General & Unrestricted | $2,000 |
| DYC HISTORICAL PRESERVATION FOUNDATION INC | |||||||
| 489 WASHINGTON ST | DUXBURY | MA | 02332 | N/A | PC | General & Unrestricted | $5,000 |
| FISHER HOUSE FOUNDATION INC | |||||||
| 12300 TWINBROOK PKWY STE 410 | ROCKVILLE | MD | 20852 | N/A | PC | General & Unrestricted | $1,000 |
| FRIENDS OF DANA-FARBER CANCER INSTITUTE | |||||||
| 450 BROOKLINE AVE - SW120 | BOSTON | MA | 02215 | N/A | SO I | General & Unrestricted | $1,000 |
| FRIENDS OF THE EVERGLADES INC | |||||||
| 900 SE FEDERAL HWY 323 | STUART | FL | 34994 | N/A | PC | General & Unrestricted | $1,000 |
| HACKLEY SCHOOL | |||||||
| 293 BENEDICT AVE | TARRYTOWN | NY | 10591 | N/A | PC | Anton and Lydia Rice Inspirational Teacher Award Fund | $5,000 |
| HOLDERNESS SCHOOL | |||||||
| PO BOX 1879 | PLYMOUTH | NH | 03264 | N/A | PC | General & Unrestricted | $3,000 |
| ICAHN SCHOOL OF MEDICINE AT MOUNT SINAI | |||||||
| ONE GUSTAVE L LEVY PL BOX 1049 | NEW YORK | NY | 10029 | N/A | PC | Seaver Center for Autism | $1,000 |
| MANOMET INC | |||||||
| PO BOX 1770 | MANOMET | MA | 02345 | N/A | PC | General & Unrestricted | $500 |
| MEDECINS SANS FRONTIERES USA INC | |||||||
| PO BOX 5030 | HAGERSTOWN | MD | 21741 | N/A | PC | General & Unrestricted | $2,000 |
| MYSTIC SEAPORT MUSEUM INC | |||||||
| 75 GREENMANVILLE AVE | MYSTIC | CT | 06355 | N/A | PC | General & Unrestricted | $500 |
| NATIONAL MARITIME HISTORICAL SOCIETY | |||||||
| 1000 N DIVISION ST STE 4 | PEEKSKILL | NY | 10566 | N/A | PC | General & Unrestricted | $500 |
| OCEAN REEF COMMUNITY FOUNDATION INC | |||||||
| 35 OCEAN REEF DR STE 148 | KEY LARGO | FL | 33037 | N/A | PC | General & Unrestricted | $3,000 |
| OCEAN REEF CULTURAL CENTER INC | |||||||
| 200 ANCHOR DR | KEY LARGO | FL | 33037 | N/A | PC | Producer Fund | $5,000 |
| PIONEER INSTITUTE INC | |||||||
| 185 DEVONSHIRE ST STE 1101 | BOSTON | MA | 02110 | N/A | PC | General & Unrestricted | $1,500 |
| SAMARITANS PURSE | |||||||
| PO BOX 3000 | BOONE | NC | 28607 | N/A | PC | Jamaican aid | $1,000 |
| SOCIETY FOR THE PRESERVATION OF NEW ENGLAND ANTIQU | |||||||
| 151 ESSEX ST 2ND FLOOR | HAVERHILL | MA | 01832 | N/A | PC | General & Unrestricted | $500 |
| SOUTH SHORE CONSERVATORY OF MUSIC INC | |||||||
| PO BOX 1523 | DUXBURY | MA | 02331 | N/A | PC | General & Unrestricted | $1,000 |
| STEPHEN SILLER TUNNEL TO TOWERS FOUNDATION | |||||||
| 2361 HYLAN BLVD | STATEN ISLAND | NY | 10306 | N/A | PC | General & Unrestricted | $4,000 |
| THE BRIGHAM & WOMENS HOSPITAL INC | |||||||
| 263 HUNTINGTON AVE 318 | BOSTON | MA | 02115 | N/A | PC | General & Unrestricted | $10,000 |
| TRUSTEES OF RESERVATIONS | |||||||
| 200 HIGH ST 4TH FL | BOSTON | MA | 02110 | N/A | PC | General & Unrestricted | $1,500 |
| UDT-SEAL MUSEUM ASSOCIATION INC | |||||||
| 3300 NORTH HWY A1A | FORT PIERCE | FL | 34949 | N/A | PC | General & Unrestricted | $2,000 |
| UNIVERSITY OF MIAMI | |||||||
| PO BOX 248073 | CORAL GABLES | FL | 33124 | N/A | PC | The Frost School of Music | $500 |
| USS CONSTITUTION MUSEUM INC | |||||||
| PO BOX 291812 | CHARLESTOWN | MA | 02129 | N/A | PC | General & Unrestricted | $2,500 |
| VIETNAM VETERANS WORKSHOP INC | |||||||
| 17 COURT ST | BOSTON | MA | 02108 | N/A | PC | General & Unrestricted | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $87,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,648 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $63,894 | 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 | $24,476 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $90,018 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $90,018 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (47 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABS | $35,491 | $56,631 |
| ABBVIE INC | $37,054 | $56,894 |
| AIR PRODS & CHEM INC | $32,023 | $35,324 |
| AMERICAN HEALTHCARE REIT, INC | $44,568 | $71,531 |
| AMERICAN TOWER REIT INC | $48,987 | $38,099 |
| ANALOG DEVICES INC | $10,896 | $50,443 |
| AVERY DENNISON CORP | $28,365 | $53,291 |
| BROADRIDGE FINANCIAL | $14,742 | $50,213 |
| CBOE HOLDINGS INC | $16,531 | $41,917 |
| CHEVRON CORP | $48,334 | $45,723 |
| CHUBB LIMITED | $19,029 | $50,876 |
| CME GROUP, INC | $43,863 | $66,358 |
| CNH GLOBAL NV | $56,937 | $44,302 |
| CROWN CASTLE INTL | $44,289 | $39,992 |
| DIAGEO PLC ADS | $42,859 | $29,677 |
| ENTERGY CORP | $13,760 | $32,813 |
| EVEREST GROUP, LTD | $35,396 | $44,794 |
| FERGUSON PLC | $32,213 | $42,968 |
| GENUINE PARTS COMPANY | $28,473 | $34,552 |
| GOLDMAN SACHS GROUP | $40,700 | $84,384 |
| HUBBELL INCORPORATED | $8,086 | $32,864 |
| IDACORP INC HLDG CO | $39,702 | $50,371 |
| JOHNSON & JOHNSON | $47,575 | $70,777 |
| JP MORGAN CHASE | $30,719 | $89,898 |
| LAMAR ADVERTISING CO CL A REIT | $33,327 | $57,594 |
| LOCKHEED MARTIN CORP | $30,280 | $38,694 |
| LVMH MOET HENN UNSP | $45,250 | $51,728 |
| M&T BANK CORP | $25,539 | $34,252 |
| MARATHON PETROLEUM CORP | $5,380 | $33,339 |
| MCDONALD'S CORP | $50,669 | $56,236 |
| MICROSOFT CORP | $8,800 | $53,198 |
| MID-AMERICA APT COMMUNITIES IN | $45,546 | $41,812 |
| NESTLE S.A | $45,383 | $45,340 |
| PEPSICO INC | $39,062 | $47,075 |
| PNC FINANCIAL GROUP INC | $30,887 | $48,634 |
| PROGRESSIVE CORP OHIO | $15,296 | $44,861 |
| RAYTHEON TECHNOLOGIES CORP | $30,581 | $65,290 |
| RIO TINTO PLC SPONSORED ADR | $43,542 | $54,020 |
| RPM INTERNATIONAL INC | $26,814 | $44,720 |
| SHELL ADR EACH REPRESENTING 2 | $48,402 | $56,727 |
| SUN COMMUNITIES INC | $27,408 | $41,510 |
| TEXAS PACIFIC LAND CORPORATION | $9,085 | $43,945 |
| THE HERSHEY COMPANY | $38,557 | $50,954 |
| UNILEVER PLC AMER | $18,959 | $30,803 |
| UNION PACIFIC | $43,413 | $49,965 |
| WATSCO INC | $11,359 | $25,271 |
| XCEL ENERGY INC | $44,768 | $49,486 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $12,526 | $12,526 | |
| Bank Charges | $115 | $115 | |
| State or Local Filing Fees | $25 | $25 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2025 | $1,100 | |
| 990-PF Excise Tax for 2024 | $635 | |
| Foreign Tax Paid | $488 | $488 |