WILLIAM AND LYNDA STEERE FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- WILLIAM AND LYNDA STEERE FOUNDATION (EIN 65-6286705)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-04-21
- IRS object ID
- 202631119349102503
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-04-21T09:50:57-07:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 873974110 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Corient Tax LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 518B Riverside Avenue | AddressLine1Txt |
| City | Westport | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06880 | 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 | 656286705 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | William & Lynda Steere Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WILL | BusinessNameControlTxt |
| Phone | 2032268997 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 2630 | AddressLine1Txt |
| City | Westport | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06880 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Elwood B Davis | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Phone | 2032268997 | PhoneNum |
| Signature | 2026-04-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Elwood B Davis | PreparerPersonNm |
| PTIN | P01265980 | PTIN |
| Phone | 2032268997 | PhoneNum |
| Preparation | 2026-04-21 | 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 | $14,059,049 | 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 | $12,282 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $12,282 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $324,473 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $324,473 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $149,246 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $585,080 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $74,623 | CapGainNetIncmNetInvstIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $5,795 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $491,796 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $411,378 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $2,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,500 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $32,512 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $32,512 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $11,000 | TaxesRevAndExpnssAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $0 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $46,012 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $35,012 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $960,530 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $960,530 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,006,542 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $35,012 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $960,530 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$514,746 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $376,366 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $490,827 | CashBOYAmt |
| Cash EOY | $907,758 | CashEOYAmt |
| Cash EOYFMV | $907,758 | CashEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| US Government Obligations BOY | $788,383 | USGovernmentObligationsBOYAmt |
| Corporate Stock BOY | $7,938,741 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,720,824 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $13,151,291 | 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 | $9,217,951 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,628,582 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $14,059,049 | 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 |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $9,217,951 | RetainedEarningBOYAmt |
| Retained Earning EOY | $8,628,582 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,217,951 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,628,582 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,217,951 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,628,582 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,217,951 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$514,746 | ExcessRevenueOverExpensesAmt |
| Subtotal | $8,703,205 | SubtotalAmt |
| Other Decreases | $74,623 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,628,582 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Unitedhealth Group Inc | PropertyDesc |
| How Acquired | D | HowAcquiredCd |
| Acquired | 2018-03-05 | AcquiredDt |
| Sold | 2025-07-07 | SoldDt |
| Gross Sales Price | $292,540 | GrossSalesPriceAmt |
| Depreciation | $0 | DepreciationAmt |
| Cost Or Other Basis | $217,917 | CostOrOtherBasisAmt |
| Gain Or Loss | $74,623 | GainOrLossAmt |
| FMV As Of123169 | $0 | FMVAsOf123169Amt |
| Adjusted Basis As Of123169 | $0 | AdjustedBasisAsOf123169Amt |
| Excess FMV Over Adjusted Bss | $0 | ExcessFMVOverAdjustedBssAmt |
| Gains Minus Excess Or Losses | $74,623 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $74,623 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,231 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,231 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,231 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,832 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $9,832 | TotalPaymentsAndCreditsAmt |
| Original Return Overpayment | -$9,832 | OriginalReturnOverpaymentAmt |
| Overpayment | $4,601 | OverpaymentAmt |
| Applied To ES Tax | $4,601 | 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 | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | 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 | Elwood Davis | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2032268997 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 518B Riverside Ave | AddressLine1Txt |
| City | Westport | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 068800630 | 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 |
|---|---|---|---|---|---|---|---|---|
| Elwood B Davis | ||||||||
| 244 Saugatuck Avenue | Westport | CT | 06880 | Trustee | 0.25 | $0 | $0 | $0 |
| William C Steere | ||||||||
| 27471 Harbor Cove Court | Bonita Springs | FL | 34134 | Trustee | 0.25 | $0 | $0 | $0 |
| Lynda Steere | ||||||||
| 27471 Harbor Cove Court | Bonita Springs | FL | 34134 | Trustee | 0.25 | $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 | $12,933,901 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $508,185 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $13,442,086 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $13,442,086 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $201,631 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $13,240,455 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $662,023 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $662,023 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,231 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,231 | TotalTaxAmt |
| Distributable Before Adj | $656,792 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $656,792 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $656,792 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $960,530 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $960,530 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $656,792 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $1,568,324 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,105,619 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $769,540 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,570,400 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $951,345 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $5,965,228 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $960,530 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Remaining Distri From Corpus | $960,530 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $656,792 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $656,792 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $6,268,966 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $911,532 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $5,357,434 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,105,619 | ExcessFromYear4Amt |
| Excess From Year3 | $769,540 | ExcessFromYear3Amt |
| Excess From Year2 | $1,570,400 | ExcessFromYear2Amt |
| Excess From Year1 | $951,345 | ExcessFromYear1Amt |
| Excess From Current Year | $960,530 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (54 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Naples Philharmonic | ||||||
| 5833 Pelican Bay | Naples | FL | 34108 | PC | budget | $100,000 |
| Community Foundation Collier Co | ||||||
| 1110 Pine Ridge Suite 200 | Naples | FL | 34108 | PC | budget | $0 |
| Make A Wish Foundation | ||||||
| 3655 Bonita Beach Road | Bonita Springs | FL | 34134 | PC | budget | $0 |
| Flintridge Sacred Heart Academy | ||||||
| 440 Saint Katherine Dr | La Canada Flintridge | CA | 91011 | PC | budget | $100,000 |
| Lift Up | ||||||
| 466 N Mill Road | Aspen | CO | 81611 | PC | budget | $0 |
| All Blessing International | ||||||
| 920 Frederica Street | Owensboro | KY | 42301 | PC | budget | $0 |
| New York Botanical Garden | ||||||
| 200th Street and Kazimiroff Blvd | Bronx | NY | 10458 | PC | budget | $250,000 |
| NYU Langone Medical Center | ||||||
| 550 First Ave | New York | NY | 10016 | PC | budget | $0 |
| Habitat For Humanity | ||||||
| 1288 N Tamiami Trail | N Fort Myers | FL | 33903 | PC | budget | $15,000 |
| Branches | ||||||
| 11500 NW 12th avenue | Miami | FL | 33168 | PC | budget | $0 |
| Fairchild Botanical Garden | ||||||
| 10901 Old Cutter Road | Miami | FL | 33168 | PC | budget | $8,000 |
| Florida Gulf Coast UnivWGCU | ||||||
| 10501 FGCU Blvd S | Fort Myers | FL | 33965 | PC | budget | $10,000 |
| Metropolitan Museum | ||||||
| 1000 Fifth Avenue | New York | NY | 10028 | PC | budget | $150,000 |
| National Audubon Society | ||||||
| 225 Varick Street | New York | NY | 10014 | PC | budget | $0 |
| Memorial Sloan-Kettering Cancer Center | ||||||
| 663 Third Ave 28th Floor | New York | NY | 10017 | PC | budget | $0 |
| A Safe Haven For Newborns | ||||||
| 6955 NW 77th Avenue 302 | Miami | FL | 33166 | PC | budget | $0 |
| Nashville Zoo | ||||||
| 3777 Nolensville Pike | Nashville | TN | 37211 | PC | budget | $0 |
| Nashville Food Project | ||||||
| 5904 California Avenue | Nashville | TN | 37209 | PC | budget | $0 |
| Miami Children's Museum | ||||||
| 980 MacArthur Cswy | Maimi | FL | 33132 | PC | budget | $0 |
| Miami Diaper Bank | ||||||
| 2699 W79th Street 2 | Hialeah | FL | 33016 | PC | budget | $0 |
| Taps No Kill Animal shelter | ||||||
| 100 Taps Lane | Pekin | IL | 61554 | PC | budget | $0 |
| Blair Academy | ||||||
| PO Box 600 | Blairstown | NJ | 07825 | PC | budget | $0 |
| Judicial Watch | ||||||
| 425 3rd Street SW | Washington | DC | 20024 | PC | budget | $0 |
| Leland Stanford Junior University | ||||||
| 326 Galvez Street | Stanford | CA | 94305 | PC | budget | $0 |
| Special Equestrian | ||||||
| PO Box 61528 | Fort Myers | FL | 33906 | PC | budget | $15,000 |
| Lee Health Foundation | ||||||
| 9800 South Healthpark Drive | Fort Myers | FL | 33908 | PC | budget | $100,000 |
| NYS NSDAR | ||||||
| 20 W 44th Street | New York | NY | 34108 | PC | budget | $0 |
| United Way of Bonita Bay | ||||||
| 7273 Concourse Drive | Fort Myers | FL | 33908 | PC | budget | $0 |
| Adam J Lewis Academy | ||||||
| 246 Lenox Avenue | Bridgeport | CT | 06605 | PC | budget | $0 |
| Beaux Arts | ||||||
| 1301 Stanford drive | Coral Gables | FL | 33146 | PC | budget | $0 |
| ACES | ||||||
| 100 Puppy Smith St | Aspen | CO | 81611 | PC | budget | $0 |
| New York University | ||||||
| 25 west Fourth St | New York | NY | 10012 | PC | Rheumatology Fund | $0 |
| United Way of Lee County | ||||||
| 7273 Concourse drive | Fort Myers | FL | 33908 | PC | budget | $0 |
| Aspen Legal Service | ||||||
| PO Box 1890 | Glenwood Springs | CO | 81602 | PC | budget | $0 |
| United Hospital Fund | ||||||
| 1411 Broadway 12th floor | New York | NY | 10018 | PC | budget | $5,000 |
| Rockin Christmas Fund | ||||||
| 8260 College Parkway | Fort Myers | FL | 33919 | PC | budget | $15,000 |
| Crimson Tide Foundation | ||||||
| Box 870343 | Tuscaloosa | AL | 35487 | PC | budget | $10,000 |
| Nicklaus Children's Hospital Foundation | ||||||
| 3100 SW 62nd Ave | Miami | FL | 33155 | PC | budget | $9,130 |
| Pinecrest Gardens | ||||||
| 11000 Red Road | Pinecrest | FL | 33156 | PC | budget | $0 |
| St Josephs Indian School | ||||||
| 1301 N Main Street | Chaimberlain | SD | 57325 | PC | budget | $6,000 |
| Auburn University Foundation | ||||||
| PO Box 3140 | Auburn | AL | 368313140 | PC | budget | $0 |
| Pan Mass Challenge | ||||||
| 77 4th Avenue | Needham | MA | 02494 | PC | budget | $0 |
| Phi Mu Foundation | ||||||
| 400 Westpark Drive | Peachtree City | GA | 30269 | PC | budget | $0 |
| The Apawamis Foundation | ||||||
| 2 Club Road | Rye | NY | 10580 | PC | budget | $0 |
| Florida Sheriffs Association | ||||||
| 2617 Mahan Drive | Tallahassee | FL | 32308 | PC | budget | $0 |
| Hoover Institution | ||||||
| 434 Galvez Mall | Stanford | CA | 943056003 | PC | budget | $100,000 |
| Latino Action Foundation | ||||||
| 13 Birch Drive | Freehold | NJ | 077281727 | PC | budget | $15,000 |
| Marine Corps Heritage Fund | ||||||
| 1775 Semper Fidelis Way | Triangle | VA | 22172 | PC | budget | $10,000 |
| National Legal and Policy Center | ||||||
| 107 Park Washington Court | Falls Church | VA | 22046 | PC | budget | $3,000 |
| NYU School of Medicine | ||||||
| 550 1st Avenue | New York | NY | 10016 | PC | budget | $0 |
| The Hundred Year Association of New York | ||||||
| PO Box 3966 | New York | NY | 101633966 | PC | budget | $10,000 |
| The Family Tree of Life Center | ||||||
| 1701 NW 66th ST | Miami | FL | 33147 | PC | budget | $9,400 |
| Williams Syndrome Association | ||||||
| 243 Broadway Unit 9188 | Newark | NJ | 07104 | PC | budget | $10,000 |
| Friends of Zanmi Beni | ||||||
| 6201 Riviera Drive | Coral Gables | FL | 33134 | PC | budget | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $960,530 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $12,282 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $324,473 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $74,623 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $411,378 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $411,378 | 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 | Corient Tax Preparation | CategoryTxt |
| Amt | $2,500 | Amt |
| Net Investment Income | $2,500 | NetInvestmentIncomeAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | United Healthcare | AssetDesc |
| Acquired | 2018-03 | AcquiredDt |
| How Acquired | Donated | HowAcquiredTxt |
| Sold | 2025-07 | SoldDt |
| Gross Sales Price | $292,540 | GrossSalesPriceAmt |
| Basis | $217,917 | BasisAmt |
| Total Net | $74,623 | TotalNetAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (12 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ChevronTexaco | $658,412 | $2,127,644 |
| Vanguard S&P 500 | $2,058,375 | $2,563,080 |
| Met Life | $281,885 | $789,400 |
| iShares Expanded Tech | $353,400 | $622,514 |
| iShares S&P Small cap | $300,051 | $393,699 |
| T Rowe Price Global Technology | $720,965 | $1,217,798 |
| Blackstone Secured Lending | $847,733 | $719,731 |
| Vanguard Growth Index ETF | $610,508 | $2,049,012 |
| Vanguard High Dividend ETF | $311,712 | $611,395 |
| Golub BDC | $311,852 | $271,400 |
| Powershares QQQ | $666,075 | $933,751 |
| Vanguard Dividend Appreciation | $599,856 | $851,867 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Difference between book and market | Desc |
| Amt | $74,623 | Amt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | non-dividend dist. | Desc |
| Revenue And Expenses Per Books | $5,795 | RevenueAndExpensesPerBooksAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Corient Investment Adv | CategoryTxt |
| Amt | $32,512 | Amt |
| Net Investment Income | $32,512 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Excise taxes | CategoryTxt |
| Amt | $11,000 | Amt |