PETER B & ADELINE W RUFFIN FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- PETER B & ADELINE W RUFFIN FOUNDATION INC (EIN 13-6170484)
- Tax period
- 2024-12-01 to 2025-11-30
- Filed
- 2026-04-06
- IRS object ID
- 202630969349100013
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-04-06T07:20:49-07:00 | ReturnTs |
| Tax Period End | 2025-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 812613197 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KDM Financial Services Inc | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4400 North Federal Hwy | AddressLine1Txt |
| City | BOCA RATON | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33431 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136170484 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PETER B AND ADELINE W RUFFIN FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PETE | BusinessNameControlTxt |
| Phone | 5612781199 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 102 GOLDENEYE DRIVE | AddressLine1Txt |
| City | JOHNS ISLAND | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29455 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRIAN T MCANANEY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5612781199 | PhoneNum |
| Signature | 2026-04-06 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMIE FISCHER | PreparerPersonNm |
| PTIN | P02074380 | PTIN |
| Phone | 5612781199 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $29,883,126 | 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 | $3,586 | InterestOnSavRevAndExpnssAmt |
| Dividends Rev And Expnss | $431,772 | DividendsRevAndExpnssAmt |
| Net Gain Sale Ast Rev And Expnss | $3,695,252 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,308,323 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,700,222 | CapGainNetIncmNetInvstIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $4,130,610 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,700,222 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $140,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $140,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $3,500 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $0 | OtherProfFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $33,313 | TaxesRevAndExpnssAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $31,312 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $208,125 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $140,000 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,618,200 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,618,200 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,826,325 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $140,000 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,618,200 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$695,715 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,560,222 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,501 | CashBOYAmt |
| Cash EOY | $1,820 | CashEOYAmt |
| Cash EOYFMV | $1,820 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $140,514 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $443,961 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $443,961 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| US Government Obligations BOY | $1,638,690 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $921,627 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $17,503,767 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,185,874 | CorporateStockBOYAmt |
| Corporate Stock EOY | $903,456 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $11,933,578 | CorporateStockEOYFMVAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,966,579 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,270,864 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $29,883,126 | TotalAssetsEOYFMVAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $2,966,579 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $2,270,864 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,966,579 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,270,864 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,966,579 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,270,864 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,966,579 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$695,715 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,270,864 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,270,864 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | SEE ATTACHED | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2020-01-01 | AcquiredDt |
| Sold | 2025-11-30 | SoldDt |
| Gross Sales Price | $4,308,325 | GrossSalesPriceAmt |
| Depreciation | $0 | DepreciationAmt |
| Cost Or Other Basis | $608,103 | CostOrOtherBasisAmt |
| Gain Or Loss | $3,700,222 | GainOrLossAmt |
| FMV As Of123169 | $0 | FMVAsOf123169Amt |
| Adjusted Basis As Of123169 | $0 | AdjustedBasisAsOf123169Amt |
| Excess FMV Over Adjusted Bss | $0 | ExcessFMVOverAdjustedBssAmt |
| Gains Minus Excess Or Losses | $3,700,222 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,700,222 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $49,487 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $49,487 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $49,487 | TaxBasedOnInvestmentIncomeAmt |
| Original Return Tax Paid | $0 | OriginalReturnTaxPaidAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $2,966 | EsPenaltyAmt |
| Tax Due | $52,453 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| 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 | EDWARD | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2124275727 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1192 PARK AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10128 | 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 |
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 |
|---|---|---|---|---|---|---|---|---|
| KEVIN G MCANANEY | ||||||||
| 1192 PARK AVENUE | NEW YORK | NY | 10128 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| BRIAN T MCANANEY | ||||||||
| 1192 PARK AVENUE | NEW YORK | NY | 10128 | PRESIDENT | 10.00 | $140,000 | $0 | $0 |
| SHEILA K KOSTANECKI | ||||||||
| 1192 PARK AVENUE | NEW YORK | NY | 10128 | TRUSTEE | 0.00 | $0 | $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 |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $0 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $0 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $0 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $0 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $0 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $0 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $49,487 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $49,487 | TotalTaxAmt |
| Distributable Before Adj | $0 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $0 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,618,200 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $4,618,200 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $4,729,200 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,729,200 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,618,200 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Remaining Distri From Corpus | $4,618,200 | RemainingDistriFromCorpusAmt |
| Total Corpus | $9,347,400 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $9,347,400 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $4,729,200 | ExcessFromYear1Amt |
| Excess From Current Year | $4,618,200 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (57 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| THE COLLEGE FOUNDATION OF UVA | ||||||
| 2110 OLD IVY RD | CHARLOTTESVILLE | VA | 22903 | POF | UNRESTRICTED | $625,000 |
| WOODBERRY FOREST SCHOOL | ||||||
| 898 WOODBERRY FOREST RD | WOODBERRY FOREST | VA | 22989 | POF | UNRESTRICTED | $500,000 |
| SAINT DOMINIC'S FAMILY SERVICES | ||||||
| 853 LONGWOOD AVE | BRONX | NY | 10459 | PC | UNRESTRICTED | $15,000 |
| STUDENT SPONSOR PARTNERS | ||||||
| 424 MADISON AVE | NEW YORK | NY | 10017 | PC | UNRESTRICTED | $20,000 |
| UNIVERSITY OF NOTRE DAME | ||||||
| MAIN BUILDING | NOTRE DAME | IN | 46556 | POF | UNRESTRICTED | $100,000 |
| SAINT MARY'S COLLEGE | ||||||
| LE MANS HALL | NOTRE DAME | IN | 46556 | POF | UNRESTRICTED | $250,000 |
| FORDHAM PREP | ||||||
| 441 E FORDHAM RD | NEW YORK | NY | 10006 | POF | UNRESTRICTED | $25,000 |
| MALTA HOUSE OF GOOD COUNSEL | ||||||
| 26 ROCKROSE WAY | BALLSTON SPA | NY | 12020 | PC | UNRESTRICTED | $50,000 |
| BROOKLYN JESUIT PREP | ||||||
| 925 37 STREET | BROOKLYN | NY | 11210 | POF | UNRESTRICTED | $20,000 |
| CRISTO REY HIGH SCHOOL | ||||||
| 112 E 106TH STREET | NEW YORK | NY | 10029 | POF | UNRESTRICTED | $20,000 |
| CITYLAX | ||||||
| 65 W 89 ST | NEW YORK | NY | 10024 | PC | UNRESTRICTED | $25,000 |
| SOUNDWATERS | ||||||
| 1281 COVE RD | STAMFORD | CT | 06902 | PC | UNRESTRICTED | $30,000 |
| RON JOHNSON SCHOLAR PROGRAM | ||||||
| 485 HILLSDALE DR | CHARLOTTESVILLE | VA | 22901 | PC | UNRESTRICTED | $50,000 |
| FRIENDS OF FISHER HOUSE | ||||||
| PO BOX 1678 | CHARLESTON | SC | 29402 | PC | UNRESTRICTED | $25,000 |
| FIDELCO GUIDE DOG FOUNDATION | ||||||
| PO BOX 142 | BLOOMFIELD | CT | 06002 | PC | UNRESTRICTED | $25,000 |
| GUIDE DOG FOUNDATION FOR THE BLIND | ||||||
| 371 NY-25 | SMITHTOWN | NY | 11787 | PC | UNRESTRICTED | $25,000 |
| VIRGINIA ATHLETIC FOUNDATION | ||||||
| 1815 STADIUM RD | CHARLOTTESVILLE | VA | 22903 | PCPC | UNRESTRICTED | $45,000 |
| BARRIER ISLAND FREE CLINIC | ||||||
| 3226 MAYBANK HWY | JOHNS ISLAND | SC | 29455 | PC | UNRESTRICTED | $30,000 |
| KIAWAH CARES FOUNDATION | ||||||
| 23 BEACH WALKER DR | KIAWAH ISLAND | SC | 39455 | PC | UNRESTRICTED | $35,000 |
| CORNELIA CONNOLY CENTER | ||||||
| 220 E 4TH ST | NEW YORK | NY | 10009 | PC | UNRESTRICTED | $30,000 |
| AMERICAN INDIAN COLLEGE FUND | ||||||
| 8333 GREENWOOD BLVD | DENVER | CO | 80221 | POF | UNRESTRICTED | $75,000 |
| SAINT IGNATIUS SCHOOL | ||||||
| 740 MANICA ST | BRONX | NY | 10474 | POF | UNRESTRICTED | $30,000 |
| TUNNELS TO TOWERS FOUNDATION | ||||||
| 2361 HYLAND BLVD | STATEN ISLAND | NY | 10306 | PC | UNRESTRICTED | $150,000 |
| FIRST RESPONDERS CHILDREN'S FOUNDATION | ||||||
| 38 E 32 ST | NEW YORK | NY | 10016 | PC | UNRESTRICTED | $100,000 |
| GYAC | ||||||
| 4835 43 AVE | VERO BEACH | FL | 32967 | POF | UNRESTRICTED | $50,000 |
| VERO BEACH ART MUSEUM | ||||||
| 2301 RIVERSIDE BEACH DR | VERO BEACH | FL | 32968 | POF | UNRESTRICTIVE | $5,000 |
| CAMPHAVEN | ||||||
| PO BOX 2459 | VRO BEACH | FL | 32963 | PC | UNRESTRICTED | $5,000 |
| GYAC YOUTH ORCHESTRA | ||||||
| 3850 20TH ST | VERO BEACH | FL | 32960 | POF | UNRESTRICTED | $5,000 |
| HABITAT FOR HUMANITY | ||||||
| 322 W LAMAR ST | AMERICUS | GA | 31709 | PC | UNRESTRICTED | $5,000 |
| HOPE FOR FAMILIES CENTER | ||||||
| 720 4TH STREET | VERO BEACH | FL | 32962 | PC | UNRESTRICTED | $50,000 |
| PROJECT 100 VERO BEACH | ||||||
| PO BOX 673725 | VERO BEACH | FL | 32964 | PC | UNRESTRICTED | $1,200 |
| ENVIORMENTAL LEARNING CENTER | ||||||
| 255 LIVE OAK DR | VERO BEACH | FL | 32963 | PC | UNRESTRICTED | $10,000 |
| BIKEWALK INDIAN RIVER COUNTY INC | ||||||
| PO BOX 1792 | VERO BEACH | FL | 32961 | PC | UNRESTRICTED | $5,000 |
| CLEVELAND HOSPITAL INDIAN RIVER | ||||||
| 1000 36TH ST | VERO BEACH | FL | 32960 | PC | UNRESTRICTIVE | $5,000 |
| SAINT MARY'S COLLEGE MADELEVA FUND | ||||||
| LE MANS HALL | NOTRE DAME | IN | 46556 | POF | UNRESTRICTIVE | $6,000 |
| SAINT MARY'S SCHOLARSHIP FUND | ||||||
| LE MANS HALL | NOTRE DAME | IN | 46556 | POF | UNRESTRICTIVE | $100,000 |
| TYKES AND TEENS | ||||||
| 900 SE OCEAN BLVD | STURT | FL | 34994 | PC | UNRESTRICTIVE | $10,000 |
| INDIAN RIVER FOOD BANK | ||||||
| 2206 16TH AVENUE | VERO BEACH | FL | 32960 | PC | UNRESTRICTIVE | $50,000 |
| CATHOLIC CHARITIES OF NY | ||||||
| 125 E 10TH ST | NEW YORK | NY | 10029 | PC | UNRESTRICTIVE | $100,000 |
| THE ELM PROJECT | ||||||
| 88 HAMILTON AVE | STAMFORD | CT | 06902 | PC | UNRESTRICTIVE | $40,000 |
| KIPP FOUNDATION | ||||||
| 345 SPEAR ST | SAN FRANCISCO | CA | 94105 | PC | UNRESTRICTIVE | $50,000 |
| TEACH FOR AMERICA | ||||||
| PO BOX 411139 | BOSTON | MA | 02241 | PC | UNRESTRICTIVE | $50,000 |
| CAPITAL AREA FOOD BANK | ||||||
| 4900 PUERTO RICO AVENUE NE | WASHINGTON | DC | 20017 | PC | UNRESTRICTIVE | $50,000 |
| GIVEWELL TOP CHARITIES FUND | ||||||
| 1714 FRANKLIN STREET | OAKLAND | CA | 94612 | PC | UNRESTRICTIVE | $100,000 |
| AMERICAN RED CROSS | ||||||
| PO BOX 37839 | BOONE | IA | 30037 | PC | UNRESTRICTIVE | $500,000 |
| FATHER FLANAGAN'S BOYS TOWN | ||||||
| 4100 CRAWFORD STREET | BOYS TOWN | NE | 68010 | PC | UNRESTRICTIVE | $100,000 |
| SAMARITAN'S PURSE | ||||||
| PO BOX 3000 | BOONE | NC | 28607 | PC | UNRESTRICTIVE | $100,000 |
| THURGOOD MARSHAL COLLEGE FUND | ||||||
| 901 F STREET NW | WASHINGTON | DC | 20004 | PC | UNRESTRICTIVE | $250,000 |
| UNITED WAY OF THE NATIONAL CAPITAL AREA | ||||||
| 1015 15TH STRET NW | WASHINGTON | DC | 20005 | PC | UNRESTRICTIVE | $50,000 |
| FEEDING AMERICA | ||||||
| 161 NORTH CLARK STREET | CHICAGO | IL | 60601 | PC | UNRESTRICTIVE | $250,000 |
| PARTNERSHIP SCHOOLS | ||||||
| 450 LEXINGTON AVENUE 3035 | NEW YORK | NY | 10163 | PC | UNRESTRICTIVE | $30,000 |
| SPACE COAST SYMPHONY ORCHESTRA | ||||||
| PO BOX 237646 | COCOA | FL | 32923 | POF | UNRESTRICTIVE | $1,000 |
| FOLDS OF HONOR | ||||||
| 5971 N PATRIOT DRIVE | OWASSA | OK | 74055 | PC | UNRESTRICTIVE | $50,000 |
| ELIZABETH SETON CHILDREN CENTER | ||||||
| 300 CORPORATE BOULEVARD SOUTH | YONKERS | NY | 10701 | PC | UNRESTRICTIVE | $10,000 |
| KERR COUNTY FLOOD RELIEF FUND | ||||||
| 241 EARL GARRETT STREET | KERRVILLE | TX | 78028 | PC | UNRESTRICTIVE | $100,000 |
| CARE USA | ||||||
| 151 ELLIS STREET NE | ATLANTA | GA | 30303 | PC | UNRESTRICTIVE | $150,000 |
| COVENANT HOUSE | ||||||
| PO BOX 758636 | TOPEKA | KS | 66675 | PC | UNRESTRICTIVE | $30,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,618,200 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $3,586 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $431,772 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $3,695,252 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $4,130,610 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,130,610 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | N/A | LineNumberTxt |
| Relationship Statement | . | RelationshipStatementTxt |
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 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (19 entries)
| AssetAssetDesc | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt | Sales ExpenseSalesExpenseAmt |
|---|---|---|---|---|
| 2000 SH VANGUARD TOTL STKMKT IND-AD | $319,520 | $48,359 | $271,161 | |
| 1000 SH SOLVENTUM CORP | $73,546 | $8,666 | $64,705 | $175 |
| 2000 SH WEC ENERGY GROUP INC | $219,610 | $16,142 | $203,018 | $450 |
| 2000 SH 3M CO INC | $313,420 | $22,821 | $289,999 | $600 |
| 3000 SH PHILIP MORRIS INTERNATIONAL INC | $486,162 | $49,416 | $435,846 | $900 |
| 2000 SH DUPONT DE NEMOURS INC | $130,087 | $28,351 | $101,461 | $275 |
| 2000 SH OF MERCK & CO INC | $151,044 | $7,173 | $143,571 | $300 |
| 4000 SH PFIZER INC | $93,261 | $16,044 | $76,992 | $225 |
| 2000 SH EXXON MOBIL CORP | $204,800 | $20,571 | $183,829 | $400 |
| 2000 SH EXXON MOBIL CORP | $216,144 | $13,928 | $201,760 | $456 |
| 2000 SH CONSOLIDATED EDISON INC | $186,855 | $43,675 | $142,775 | $405 |
| 3000 SH NOVO NORDISK A/S ADR | $255,063 | $440 | $254,116 | $507 |
| 250000 SH APPLE | $250,000 | -$4,844 | $254,844 | |
| 4000 SH NOVO NORDISK A/S ADR | $436,027 | $586 | $435,357 | $84 |
| 2000 SH MERCK & CO INC | $201,422 | $16,536 | $184,844 | $42 |
| 1000 SH IBM CORP | $228,064 | $21,489 | $206,551 | $24 |
| 2000 SH CISCO SYSTEMS INC | $119,201 | $14,114 | $105,048 | $39 |
| 1000 SH NOVO NORDISK A/S ADR | $110,154 | $147 | $109,986 | $21 |
| 3000 SH MERCK & CO INC | $313,943 | $24,803 | $289,077 | $63 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (14 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 4000 EXXON MOBIL CORP | $37,904 | $463,680 |
| 2000 3M CO | $31,007 | $344,100 |
| 10000 ALTRIA GROUP INC | $73,052 | $590,100 |
| 6000 PHILIP MORRIS INTERNATIONAL INC | $102,338 | $944,880 |
| 6000 WAL MART STORES INC | $16,962 | $663,060 |
| 8140 PFIZER INC | $57,643 | $209,524 |
| 13000 CISCO SYSTEMS INC | $66,431 | $1,000,220 |
| 3000 IBM CORP | $88,532 | $925,740 |
| 10000 MICROSOFT CORP | $106,468 | $4,920,100 |
| 18000 AT&T INC | $104,636 | $468,360 |
| 6000 VERIZON COMMUNICATIONS INC | $93,030 | $246,660 |
| 1200 CONSOLIDATED EDISON INC | $26,205 | $120,432 |
| 1583 DUKE ENERGY CORPORATION | $38,717 | $196,197 |
| 7500 W E C ENERGY GROUP INC | $60,531 | $840,525 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| BANK AND PROCESSING FEES | $16,919 |
| FOREIGN TAXES | $8,393 |
| TRUSTEE FEES | $6,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| PAYROLL TAX EXPENSE | $10,752 |
| TRUSTEE FEES | $6,000 |
| BANK AND PROCESSING FEES | $8,168 |
| FOREIGN TAXES | $8,393 |