CLERMONT FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization: CLERMONT FOUNDATION (EIN 04-6772671)
Tax period: 2025-01-01 to 2025-12-31
Filed: 2026-05-06
IRS object ID: 202611269349103521
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
Schedule B
Accounting Fees Schedule
Investments Corp Bonds Schedule
Investments Corp Stock Schedule
Other Decreases Schedule
Other Expenses Schedule
Other Increases Schedule
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2026-05-06T15:50:03-05:00	ReturnTs
Tax Period End	2025-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	920460586	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	PWC US TAX LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	101 SEAPORT BLVD STE 500	AddressLine1Txt
City	BOSTON	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	022102150	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	046772671	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	CLERMONT FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	CLER	BusinessNameControlTxt
Phone	6175631900	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	CO HOWARD COX 220 BOYLSTON ST 15	AddressLine1Txt
City	BOSTON	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	02116	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	HOWARD E COX JR	PersonNm
Person Title	PRESIDENT	PersonTitleTxt
Phone	6175631900	PhoneNum
Signature	2026-05-06	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	JENNIFER A LYDON	PreparerPersonNm
PTIN	P00987436	PTIN
Phone	6175305000	PhoneNum
Preparation	2026-05-06	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	$51,064,704	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	$5,689,600	ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss	$2,463,467	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$2,463,467	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$5,780,754	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$5,784,390	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$5,780,754	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$13,933,821	TotalRevAndExpnssAmt
Total Net Invst Incm	$8,244,221	TotalNetInvstIncmAmt
Total Adj Net Incm	$0	TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$13,271	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$0	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm	$0	CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$13,271	CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$18,414	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$18,414	AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm	$0	AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps	$0	AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss	$25,000	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$25,000	OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm	$0	OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl	$0	OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss	$149,506	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$0	TaxesNetInvstIncmAmt
Taxes Adj Net Incm	$0	TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl	$0	TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss	$500	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$0	OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm	$0	OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl	$500	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$206,691	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$43,414	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm	$0	TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$13,771	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$1,542,270	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$1,542,270	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$1,748,961	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$43,414	TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm	$0	TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl	$1,556,041	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$12,184,860	ExcessRevenueOverExpensesAmt
Net Investment Income	$8,200,807	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$42,999,194	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$49,713,268	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$49,713,268	SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY	$105,000	CorporateStockBOYAmt
Corporate Stock EOY	$105,000	CorporateStockEOYAmt
Corporate Stock EOYFMV	$450,000	CorporateStockEOYFMVAmt
Corporate Bonds BOY	$3,112,188	CorporateBondsBOYAmt
Corporate Bonds EOY	$3,125,780	CorporateBondsEOYAmt
Corporate Bonds EOYFMV	$901,436	CorporateBondsEOYFMVAmt
Total Assets BOY	$46,216,382	TotalAssetsBOYAmt
Total Assets EOY	$52,944,048	TotalAssetsEOYAmt
Total Assets EOYFMV	$51,064,704	TotalAssetsEOYFMVAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Capital Stock BOY	$46,216,382	CapitalStockBOYAmt
Capital Stock EOY	$52,944,048	CapitalStockEOYAmt
Additional Paid In Capital BOY	$0	AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY	$0	AdditionalPaidInCapitalEOYAmt
Retained Earning BOY	$0	RetainedEarningBOYAmt
Retained Earning EOY	$0	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$46,216,382	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$52,944,048	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$46,216,382	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$52,944,048	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$46,216,382	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$12,184,860	ExcessRevenueOverExpensesAmt
Other Increases	$323,560	OtherIncreasesAmt
Subtotal	$58,724,802	SubtotalAmt
Other Decreases	$5,780,754	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$52,944,048	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

Field	Value	IRS element (for citing)
Property	8,000 SHS META PLATFORMS INC CLASS A COMMON STOCK	PropertyDesc
How Acquired	D	HowAcquiredCd
Sold	2025-02-10	SoldDt
Gross Sales Price	$5,784,390	GrossSalesPriceAmt
Cost Or Other Basis	$3,636	CostOrOtherBasisAmt
Gain Or Loss	$5,780,754	GainOrLossAmt
Gains Minus Excess Or Losses	$5,780,754	GainsMinusExcessOrLossesAmt

Field	Value	IRS element (for citing)
Capital Gain Net Income	$5,780,754	CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss	$0	NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$113,991	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$113,991	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$113,991	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$120,000	EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce	$0	ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid	$0	ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld	$0	BackupWithholdingWithheldAmt
Total Payments And Credits	$120,000	TotalPaymentsAndCreditsAmt
Es Penalty	$0	EsPenaltyAmt
Overpayment	$6,009	OverpaymentAmt
Applied To ES Tax	$6,009	AppliedToESTaxAmt
Refund	$0	RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	0	LegislativePoliticalActyInd
More Than100 Spent	0	MoreThan100SpentInd
Form1120 POL Filed	0	Form1120POLFiledInd
Section4955 Organization Tax	$0	Section4955OrganizationTaxAmt
Section4955 Managers Tax	$0	Section4955ManagersTaxAmt
Tax Reimbursed	$0	TaxReimbursedAmt
Activities Not Previously Rpt	0	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	0	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	0	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	0	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (1)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (1)	AtLeast5000InAssetsInd
Org Report Or Register State	MA	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (1)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	0	PrivateOperatingFoundationInd
New Substantial Contributors	0	NewSubstantialContributorsInd
Own Controlled Entity	0	OwnControlledEntityInd
Donor Advised Fund	0	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (1)	ComplyWithPublicInspRqrInd
Website Address	N/A	WebsiteAddressTxt
Individual With Books	BROWN ADVISORY CORP	IndividualWithBooksNm
Phone	8572442202	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	100 HIGH STREET 27TH FLOOR	AddressLine1Txt
City	BOSTON	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	02110	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	0	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	0	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	0	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	0	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	0	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	0	TransferAstDisqualifiedPrsnInd
Payment To Government Official	0	PaymentToGovernmentOfficialInd
Uncorrected Prior Acts	0	UncorrectedPriorActsInd
Undistributed Income PY	0	UndistributedIncomePYInd
Business Holdings	0	BusinessHoldingsInd
Jeopardy Investments	0	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	0	UncorrectedPYJeopardyInvstInd
Influence Legislation	0	InfluenceLegislationInd
Influence Election	0	InfluenceElectionInd
Grants To Individuals	0	GrantsToIndividualsInd
Grants To Organizations	0	GrantsToOrganizationsInd
Noncharitable Purpose	0	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	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
HOWARD E COX JR
220 BOYLSTON STREET 1510	BOSTON	MA	02216	TRUSTEE	2.00	$0	$0	$0
JULIE DOE
220 BOYLSTON STREET 1510	BOSTON	MA	02216	EXECUTIVE DIRECTOR	2.00	$13,271	$0	$0
WENDY BINGHAM
220 BOYLSTON STREET 1510	BOSTON	MA	02216	DIRECTOR OF PHILANTHROPY	2.00	$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

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$2,155,369	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$48,872,041	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$51,027,410	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$51,027,410	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$765,411	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$50,261,999	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$2,513,100	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$2,513,100	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$113,991	TaxBasedOnInvestmentIncomeAmt
Total Tax	$113,991	TotalTaxAmt
Distributable Before Adj	$2,399,109	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$2,399,109	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$2,399,109	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$1,556,041	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$1,556,041	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$2,399,109	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr5	$3,301,299	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$67,798	ExcessDistributionCyovYr4Amt
Total Excess Distribution Cyov	$3,369,097	TotalExcessDistributionCyovAmt
Qualifying Distributions	$1,556,041	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$1,556,041	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$0	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$843,068	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$843,068	ExcessDistributionCyovAppCYAmt
Total Corpus	$2,526,029	TotalCorpusAmt
Prior Year Undistributed Incm	$0	PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax	$0	PriorYearDeficiencyOrTaxAmt
Taxable1	$0	Taxable1Amt
Taxable2	$0	Taxable2Amt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3	$0	CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5	$2,458,231	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$67,798	ExcessDistriCyovToNextYrAmt
Excess From Year4	$67,798	ExcessFromYear4Amt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	HOWARD E COX JR	ContributingManagerNm
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (72 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient Foundation StatusRecipientFoundationStatusCd	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt	Address Line2RecipientUSAddress/AddressLine2Txt
AMERICAN HEART ASSOCIATION
7272 GREENVILLE AVENUE	DALLAS	TX	75231	PC	GENERAL OPERATING	$25,000
ASPEN INSTITUTE
2300 N STREET SUITE 700	WASHINGTON	DC	20037	PC	GENERAL OPERATING	$105,000
BOSTON SYMPHONY ORCHESTRA
301 MASSACHUSETTS AVE	BOSTON	MA	02115	PC	GENERAL OPERATING	$5,000
BOYS AND GIRLS CLUBS OF PALM BEACH COUNTY
800 NORTHPOINT PKWY STE 204	WEST PALM BEACH	FL	33407	PC	GENERAL OPERATING	$15,000
BRIGHAM AND WOMEN'S HOSPITAL
75 FRANCIS STREET	BOSTON	MA	02115	PC	GENERAL OPERATING	$20,000
BROOKINGS INSTITUTION
1775 MASSACHUSETTS AVE NW	WASHINGTON	DC	20036	PC	GENERAL OPERATING	$25,000
BUSINESS EXECUTIVES FOR NATIONAL SECURITY
1030 15TH STREET NW SUITE 200 EAST	WASHINGTON	DC	20005	PC	GENERAL OPERATING	$100,000
CATHOLIC SCHOOLS FOUNDATION
67 BATTERYMARCH STREET 6TH FLOOR	BOSTON	MA	02110	PC	GENERAL OPERATING	$10,000
CENTER FOR CREATIVE EDUCATION
2400 METROCENTRE BLVD	WEST PALM BEACH	FL	33407	PC	GENERAL OPERATING	$2,500
CITIZENS FOR NATIONAL SECURITY
3100 KRAMER LN APT 34	AUSTIN	TX	78758	PC	GENERAL OPERATING	$5,000
COLLEGIATE SCHOOL
260 W 78TH STREET	NEW YORK	NY	10024	PC	GENERAL OPERATING	$2,000
COX SCIENCE CENTER AND AQUARIUM
4801 DREHER TRAIL N	WEST PALM BEACH	FL	33405	PC	GENERAL OPERATING	$50,000
EAST END HOSPICE
PO BOX 1048	WESTHAMPTON BEACH	NY	11978	PC	GENERAL OPERATING	$10,000
FRIENDS OF CLERMONT
87 CLERMONT AVENUE	GERMANTOWN	NY	12526	PC	GENERAL OPERATING	$1,000
FRIENDS OF WESTHAMPTON AMBULANCE
3 HAZELWOOD AVENUE	WESTHAMPTON BEACH	NY	11978	PC	GENERAL OPERATING	$100
GLADES ACADEMY FOUNDATION
1 N CLEMATIS ST STE 200	WEST PALM BEACH	FL	33401	PC	GENERAL OPERATING	$20,000
GLAZER HALL
70 ROYAL POINCIANA WAY STE 970	PALM BEACH	FL	33480	PC	GENERAL OPERATING	$100,000
HOPE FOR DEPRESSION RESEARCH
40 W 57TH STREET SUITE 1440	NEW YORK	NY	10065	PC	GENERAL OPERATING	$5,000
MILITARY ORDER OF THE WORLD
435 N LEE ST	ALEXANDRIA	VA	22314	PC	GENERAL OPERATING	$1,000
MUSEUM OF FINE ARTS BOSTON
465 HUNTINGTON AVENUE	BOSTON	MA	02115	PC	GENERAL OPERATING	$30,000
NATIONAL AIR AND SPACE SOCIETY
6TH ST AND INDEPENDENCE AVE SW	WASHINGTON	DC	20560	PC	GENERAL OPERATING	$1,000
NEW YORK HISTORICAL SOCIETY
170 CENTRAL PARK WEST	NEW YORK	NY	10024	PC	GENERAL OPERATING	$1,000
NORTON MUSEUM OF ART
1451 S OLIVE AVENUE	WEST PALM BEACH	FL	33401	PC	GENERAL OPERATING	$50,000
PALM BEACH CIVIC ASSOCIATION
139 NORTH COUNTY RD SUITE 33	PALM BEACH	FL	33480	PC	GENERAL OPERATING	$5,000
PALM BEACH COUNTRY CLUB FOUNDATION
760 N OCEAN BLVD	PALM BEACH	FL	33480	PC	GENERAL OPERATING	$10,000
PALM BEACH POLICE & FIRE FOUNDATION
139 NORTH COUNTY ROAD SUITE 26	WEST PALM BEACH	FL	33407	PC	GENERAL OPERATING	$10,000
PALM BEACH ZOO CONSERVATION
1301 SUMMIT BLVD	WEST PALM BEACH	FL	33405	PC	GENERAL OPERATING	$10,000
PRINCETON UNIVERSITY
PO BOX 291	PRINCETON	NJ	08544	PC	GENERAL OPERATING	$61,000
QUOGUE JUNIOR THEATER TROUPE
BOX 427	QUOGUE	NY	11959	PC	GENERAL OPERATING	$2,500
SHELIA MCBRIDE JAMES SCHOLARSHIP FUND
35 POTUNK LANE	WESTHAMPTON BEACH	NY	11978	PC	GENERAL OPERATING	$1,000
SOUTHAMPTON HOSPITAL FOUNDATION
240 MEETING HOUSE LANE	SOUTHAMPTON	NY	11968	PC	GENERAL OPERATING	$100,000
ST ANDREW'S DUNE CHURCH
PO BOX 1245	SOUTHAMPTON	NY	11968	PC	GENERAL OPERATING	$5,150
ST CHRISTOPHER'S EPISCOPAL CHURCH
1063 HAVERHILL ROAD	WEST PALM BEACH	FL	33417	PC	GENERAL OPERATING	$13,000
THE CHURCH OF BETHESDA BY THE SEA
141 SOUTH COUNTY ROAD	PALM BEACH	FL	33480	PC	GENERAL OPERATING	$15,000
THE JAMES C FERRER EDUCATION FUND
200 TUCKAHOE ROAD	SOUTHAMPTON	NY	11968	PC	GENERAL OPERATING	$2,000
THE NATIONAL WWII MUSEUM
945 MAGAZINE STREET	NEW ORLEANS	LA	70130	PC	GENERAL OPERATING	$2,500
THE ORDER OF ST JOHN
1850 M STREET SUITE 1070	WASHINGTON	DC	20036	PC	GENERAL OPERATING	$2,000
THE PRESERVATION FOUNDATION OF PALM BEACH
311 PERUVIAN AVENUE	PALM BEACH	FL	33480	PC	GENERAL OPERATING	$20,000
THE SOCIETY OF THE CINCINNATI
2118 MASSACHUSETTS AVENUE NW	WASHINGTON	DC	20008	PC	GENERAL OPERATING	$12,500
THE SOCIETY OF THE FOUR ARTS
100 FOUR ARTS PLAZA	PALM BEACH	FL	33480	PC	GENERAL OPERATING	$25,000
TOWN OF PALM BEACH UNITED WAY
44 COCOANUT ROW SUITE M201	PALM BEACH	FL	33480	PC	GENERAL OPERATING	$10,000
TRUSTEES OF DARTMOUTH COLLEGE
6066 DEVELOPMENT OFFICE	HANOVER	NH	03755	PC	GENERAL OPERATING	$100,000
USSGA MEMORIAL FUND
CO MGA 49 KNOLLWOOD RD	ELMSFORD	NY	10523	PC	GENERAL OPERATING	$1,000
WOODS HOLE OCEANOGRAPHIC INSTITUTION
FENNO HOUSE 183 OYSTER POND ROAD MS	WOODS HOLE	MA	02543	PC	GENERAL OPERATING	$10,000	40
GENTLEMAN OF THE GARDEN
12765 FOREST HILL BLVD STE 1315	WELLINGTON	FL	33414	PC	GENERAL OPERATING	$7,500
THE BOYS CLUB OF NY
91 5TH AVE FL 7	NEW YORK	NY	10003	PC	GENERAL OPERATING	$1,500
VENETIAN HERITAGE
PO BOX 1358	NEW YORK	NY	10150	PC	GENERAL OPERATING	$20,000
CHAPEL AND YORK US FOUNDATION
1352 AVENUE OF THE AMERICAS FL 2	NEW YORK	NY	10019	PC	GENERAL OPERATING	$63,270
FUTURE WAVEMAKERS LIVINGSTON
230 SUNRISE AVE SUITE B-418	PALM BEACH	FL	33480	PC	GENERAL OPERATING	$2,500
THE GREATER WESTHAMPTON HISTORICAL MUSEUM
101 MILL RD	WESTHAMPTON BEACH	NY	11978	PC	GENERAL OPERATING	$1,000
ELEPHANT FAMILY USA
17-18 HAYWARDS PLACE	HERCULES	CA	94547	PC	GENERAL OPERATING	$11,000
THE 1882 HOUSE FOUNDATION
191 CLYDE ST	CHESTNUT HILL	MA	02467	PC	GENERAL OPERATING	$100,000
PEGGY ADAMS ANIMAL RESCUE
3200 N MILITARY TRAIL	WEST PALM BEACH	FL	33409	PC	GENERAL OPERATING	$5,000
CLOVE VALLEY FOUNDATION
9 CLUB HOUSE LANE	LAGRANGEVILLE	NY	12540	PC	GENERAL OPERATING	$1,000
IBG FOUNDATION
477 MADISON AVE FL 10	NEW YORK	NY	10022	PC	GENERAL OPERATING	$1,000
FRIENDS OF WESTHAMPTON FIRE DEPARTMENT
92 SUNSET AVE	WESTHAMPTON BEACH	NY	11978	PC	GENERAL OPERATING	$500
NORTHERN NY COMMUNITY FOUNDATION
131 WASHINGTON ST	WATERTOWN	NY	13601	PC	GENERAL OPERATING	$5,000
ST MARKS CHURCH
PO BOX 887	WESTHAMPTON BEACH	NY	11978	PC	GENERAL OPERATING	$2,000
BATHING CORPORATION OF SOUTHAMPTON SCHOLARSHIP FOUNDATION
PO BOX 1311	SOUTHAMPTON	NY	11969	PC	GENERAL OPERATING	$1,000
QUOGUE WILDLIFE REFUGE
PO BOX 492	QUOGUE	NY	11959	PC	GENERAL OPERATING	$5,000
ASSOCIATION OF FUNDRAISING PROFESSIONALS
PO BOX 18279	WEST PALM BEACH	FL	33416	PC	GENERAL OPERATING	$5,000
FRIENDS OF SMITHSONIAN
PO BOX 37012	WASHINGTON	DC	20013	PC	GENERAL OPERATING	$1,250
CIA OFFICERS MEMORIAL FOUNDATION
PO BOX 405	HERNDON	VA	20172	PC	GENERAL OPERATING	$5,000
WIKIMEDIA FOUNDATION
PO BOX 98204	WASHINGTON	DC	20090	PC	GENERAL OPERATING	$50,000
FIRST SERVE
260 CRANDON BLVD STE 32202	KEY BISCAYNE	FL	33149	PC	GENERAL OPERATING	$1,500
AOPA FOUNDATION
421 AVIATION WAY	FREDERICK	MD	21701	PC	GENERAL OPERATING	$5,000
UNIVERSITY OF MIAMI
PO BOX 248106	CORAL GABLES	FL	33124	PC	GENERAL OPERATING	$20,000
PROMISE FUND OF FL
211 VIA TORTUGA	PALM BEACH	FL	33480	PC	GENERAL OPERATING	$10,000
BATH & TENNIS HISTORIC BLDG PRESERVATION FOUNDATION
1170 S OCEAN BLVD	PALM BEACH	FL	33480	PC	GENERAL OPERATING	$200,000
WHITE HOUSE HISTORICAL ASSOCIATION
740 JACKSON PL NW	WASHINGTON	DC	20006	PC	GENERAL OPERATING	$10,000
EVEREST LEADERSHIP ACADEMY
PO BOX 587	CHAPPAQUA	NY	10514	PC	GENERAL OPERATING	$5,000
FRIENDS OF WESTHAMPTON FREE LIBRARY
7 LIBRARY AVE	WESTHAMPTON BEACH	FL	11978	PC	GENERAL OPERATING	$1,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$1,542,270	TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut	$0	TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$2,463,467	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$5,780,754	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$8,244,221	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$8,244,221	TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	0	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	0	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	0	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	0	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	0	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	0	ReimbursementArrangementsInd
Loans Or Loan Guarantees	0	LoansOrLoanGuaranteesInd
Performance Of Services Etc	0	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	0	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	0	RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
General Rule	Yes (X)	GeneralRuleInd

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	1	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	HOWARD E COX JR	BusinessNameLine1Txt

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	220 BOYLSTON STREET 1510	AddressLine1Txt
City	BOSTON	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	02216	ZIPCd

Field	Value	IRS element (for citing)
Total Contributions	$5,689,600	TotalContributionsAmt
Noncash Contribution	Yes (X)	NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

Field	Value	IRS element (for citing)
Contributor	1	ContributorNum
Noncash Property	800 SHS META PLATFORMS INC CLASS A COMMON STOCK	NoncashPropertyDesc
Fair Market Value	$5,689,600	FairMarketValueAmt
Received	2025-02-06	ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	ACCOUNTING FEES	CategoryTxt
Amt	$18,414	Amt
Net Investment Income	$18,414	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

Field	Value	IRS element (for citing)
Bond	NINE ENERGY SERVICE INC	BondNm
EOY Book Value	$3,125,780	EOYBookValueAmt
EOYFMV	$901,436	EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Field	Value	IRS element (for citing)
Stock	MEDICAL INFORMATION TECHNOLOGY	StockNm
EOY Book Value	$105,000	EOYBookValueAmt
EOYFMV	$450,000	EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

Field	Value	IRS element (for citing)
Desc	EXCESS FMV OVER COST BASIS CONTRIBUTED	Desc
Amt	$5,780,754	Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

Field	Value	IRS element (for citing)
Desc	STATE FILING FEE	Desc
Revenue And Expenses Per Books	$500	RevenueAndExpensesPerBooksAmt
Net Investment Income	$0	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt
Disbursements Charitable Prps	$500	DisbursementsCharitablePrpsAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (2 entries)

DescDesc	AmtAmt
COMPENSATION PAID TO OFFICERS	$13,271
TIMING DIFFERENCE OF GRANTS & OTHER ADJUSTMENTS	$310,289

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Field	Value	IRS element (for citing)
Category	FIDELITY MANAGEMENT FEES	CategoryTxt
Amt	$25,000	Amt
Net Investment Income	$25,000	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Adjusted Net IncomeAdjustedNetIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
2025 FEDERAL QUARTERLY ESTIMATES	$120,000	$0	$0	$0
FEDERAL BALANCE DUE	$29,506	$0	$0	$0