MARILYN AND MARSHALL BUTLER FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- MARILYN AND MARSHALL BUTLER FOUNDATION (EIN 13-3591664)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-15
- IRS object ID
- 202611359349102486
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-15T11:07:56-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 061667465 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PRAGER METIS CPAS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14 PENN PLAZA SUITE 1800 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10122 | 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 | 133591664 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BUTLER FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BUTL | BusinessNameControlTxt |
| Phone | 8668885157 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO SHEILA PAPEZ PO BOX 11270 | AddressLine1Txt |
| City | PRESCOTT | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 86304 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LAWRENCE BUTLER | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8668885157 | PhoneNum |
| Signature | 2026-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL DURANT | PreparerPersonNm |
| PTIN | P01758383 | PTIN |
| Phone | 2126430099 | 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 | $3,800,479 | 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 |
| Dividends Rev And Expnss | $118,215 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $118,215 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $105,270 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $510,432 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $105,270 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $223,485 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $223,485 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $11,445 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,723 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $5,722 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $19,157 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $19,157 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,443 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,443 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $250 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $250 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $35,295 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $29,323 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,972 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $108,686 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $108,686 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $143,981 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $29,323 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $114,658 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $79,504 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $194,162 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $58,228 | CashBOYAmt |
| Cash EOY | $103,501 | CashEOYAmt |
| Cash EOYFMV | $103,501 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $52,592 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $67,565 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $67,565 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $2,500 | AcctRcvblAmt |
| Acct Rcvbl BOY | $2,500 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $2,500 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $2,500 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $1,052,737 | CorporateStockBOYAmt |
| Corporate Stock EOY | $848,702 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,944,587 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $245,358 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $304,219 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $301,344 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,228,124 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,388,591 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,380,982 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,639,539 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,715,078 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,800,479 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $2,639,539 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,715,078 | 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 | $2,639,539 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,715,078 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,639,539 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,715,078 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,639,539 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $79,504 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,719,043 | SubtotalAmt |
| Other Decreases | $3,965 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,715,078 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| JP MORGAN CAP TRANSACTIONS 1006 | $211,507 | $206,662 | $4,845 | $4,845 | |
| JP MORGAN CAP TRANSACTIONS 1006 | $269,869 | $198,500 | $71,369 | $71,369 | |
| JP MORGAN CAP TRANSACTIONS 1006 | $716 | $716 | $716 | P | |
| JP MORGAN CAP TRANSACTIONS 1006 | $28,340 | $28,340 | $28,340 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $105,270 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,699 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,699 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,699 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $592 | 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 | $592 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $81 | EsPenaltyAmt |
| Tax Due | $2,188 | TaxDueAmt |
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 | NY | 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 | WWW.BUTLERFAMILYFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | PRAGER METIS CPAS LLC | IndividualWithBooksNm |
| Phone | 2126430099 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14 PENN PLAZA 18TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10122 | 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| MARILYN BUTLER | ||||||||
| PO BOX S3 | ASPEN | CO | 81611 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| LAWRENCE BUTLER | ||||||||
| PO BOX S3 | ASPEN | CO | 81611 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| MICHAEL BUTLER | ||||||||
| PO BOX S3 | ASPEN | CO | 81611 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| HILLARY BUTLER | ||||||||
| PO BOX S3 | ASPEN | CO | 81611 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| ELIOT BUTLER | ||||||||
| PO BOX S3 | ASPEN | CO | 81611 | TRUSTEE | 1.00 | $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 | $3,492,263 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $117,392 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,609,655 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,609,655 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $54,145 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,555,510 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $177,776 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $177,776 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,699 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,699 | TotalTaxAmt |
| Distributable Before Adj | $175,077 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $175,077 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $175,077 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $114,658 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $114,658 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $175,077 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $29,687 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $114,658 | QualifyingDistributionsAmt |
| Applied To Year1 | $29,687 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $84,971 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $90,106 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (93 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ABANDONED CHILDREN'S FUND | |||||||
| 2360 MENDOCINO AVE | SANTA ROSA | CA | 95403 | PC | GENERAL | $100 | |
| ACES | |||||||
| 1995 HAMILTON MILL PKWY | DACULA | GA | 300192996 | PC | GENERAL | $1,200 | |
| ALS ASSOCIATION | |||||||
| 1275 K STREET NW SUITE 250 | WASHINGTON | DC | 20005 | PC | GENERAL | $100 | |
| ALZHEIMER'S DISEASE RESEARCH FOUNDATION | |||||||
| 34 WASHINGTON ST SUITE 200 | WELLESLEY HILLS | MA | 02481 | PC | GENERAL | $100 | |
| AMERICAN DIABETES ASSOCIATION | |||||||
| 2451 CRYSTAL DRIVE SUITE 900 | ARLINGTON | VA | 22202 | PC | GENERAL | $50 | |
| AMERICAN INDIAN EDUCATION FUND | |||||||
| 633 W 5TH STREET 26TH FLOOR | LOS ANGELES | CA | 90071 | PC | GENERAL | $100 | |
| AMERICAN KIDNEY FUND | |||||||
| 11921 ROCKVILLE PIKE SUITE 300 | ROCKVILLE | MD | 20852 | PC | GENERAL | $100 | |
| AMERICAN LEPROSY MISSIONS | |||||||
| 120 BROADUS AVE | GREENVILLE | SC | 29601 | PC | GENERAL | $50 | |
| AMERICANS HELPING AMERICANS | |||||||
| 18053 ROSELAWN ST | DETROIT | MI | 48221 | PC | GENERAL | $50 | |
| AMERICANS UNITED | |||||||
| 1150 CONNECTICUT AVE NW SUITE 500 | WASHINGTON | DC | 20036 | PC | GENERAL | $100 | |
| AMNESTY INTERNATIONAL | |||||||
| 311 W 43RD STREET 7TH FLOOR | NEW YORK | NY | 10036 | PC | GENERAL | $100 | |
| ARTHRITIS FOUNDATION | |||||||
| 1355 PEACHTREE ST SUITE 600 | ATLANTA | GA | 30309 | PC | GENERAL | $75 | |
| ASCENDIGO AUTISM SERVICES INC | |||||||
| 818 INDUSTRY PLACE | CARBONDALE | CO | 81623 | PC | GENERAL | $25,500 | |
| ASPEN COMMUNITY FOUNDATION | |||||||
| 455 GOLD RIVERS COURT SUITE 515 | BASALT | CO | 81621 | PC | GENERAL | $1,500 | |
| ASPEN PUBLIC RADIO | |||||||
| 110 EAST HALLAM STREET SUITE 134 | ASPEN | CO | 81611 | PC | GENERAL | $500 | |
| ASPEN VALLEY HEALTH FOUNDATION | |||||||
| 401 CASTLE CREEK RD | ASPEN | CO | 81611 | PC | GENERAL | $1,000 | |
| AUTISM SPEAKS INC | |||||||
| 1 EAST 33RD STREET 4TH FLOOR | NEW YORK | NY | 10016 | PC | GENERAL | $5,000 | |
| BEST BUDDIES INTERNATIONAL | |||||||
| 100 SOUTHEAST SECOND STREET SUITE | MIAMI | FL | 33131 | PC | GENERAL | $5,000 | 2200 |
| BRAUN HUTS | |||||||
| PO BOX 7937 | ASPEN | CO | 81612 | PC | GENERAL | $500 | |
| BRILLIANT DETROIT | |||||||
| 5675 LARKINS STREET | DETROIT | MI | 48210 | PC | GENERAL | $500 | |
| BROWN HOT SYSTEM | |||||||
| 2217 WELCH STREET | HOUSTON | TX | 770195617 | PC | GENERAL | $500 | |
| CARE | |||||||
| 151 ELLIS STREET NE | ATLANTA | GA | 30303 | PC | GENERAL | $100 | |
| CATE SCHOOL | |||||||
| 125 NY-340 | SPARKILL | NY | 10976 | PC | GENERAL | $25,000 | |
| CENTER FOR VICTIMS OF TORTURE | |||||||
| ST PAUL | ST PAUL | MN | 55114 | PC | GENERAL | $100 | |
| CENTRAL PARK CONSERVANCY | |||||||
| 14 EAST 60TH STREET 8TH FLOOR | NEW YORK | NY | 10022 | PC | GENERAL | $100 | |
| CHABAD OF ASPEN | |||||||
| 435 WEST MAIN STREET | ASPEN | CO | 81611 | PC | GENERAL | $1,406 | |
| CHALLENGE ASPEN | |||||||
| PO BOX 6639 | SNOWMASS VILLAGE | CO | 81615 | PC | GENERAL | $2,500 | |
| CHILDREN'S CANCER RESEARCH FUND - ISRAEL | |||||||
| 52 VANDERBILT AVENUE SUITE 1510 | NEW YORK | NY | 10017 | PC | GENERAL | $100 | |
| CHILDREN'S HUNGER RELIEF FUND | |||||||
| 2360 PROFESSIONAL DR | SANTA ROSA | CA | 95403 | PC | GENERAL | $100 | |
| CITY HARVEST INC | |||||||
| 6 EAST 32ND STREET 5TH FLOOR | NEW YORK | NY | 10016 | PC | GENERAL | $150 | |
| CITY MEALS ON WHEELS | |||||||
| 355 LEXINGTON AVE | NEW YORK | NY | 10017 | PC | GENERAL | $100 | |
| COALITION FOR THE HOMELESS | |||||||
| 129 FULTON ST | NEW YORK | NY | 10038 | PC | GENERAL | $150 | |
| COLEL CHABAD | |||||||
| 806 EASTERN PARKWAY | BROOKLYN | NY | 11213 | PC | GENERAL | $500 | |
| DISABLED AMERICAN VETERANS | |||||||
| 3725 ALEXANDRIA PIKE | COLD SPRING | KY | 41076 | PC | GENERAL | $500 | |
| DOCTORS WITHOUT BORDERS | |||||||
| 40 RECTOR STREET 16TH FLOOR | NEW YORK | NY | 10006 | PC | GENERAL | $1,500 | |
| DOROT | |||||||
| 171 WEST 85TH STREET | NEW YORK | NY | 10024 | PC | GENERAL | $500 | |
| EPILEPSY FOUNDATION | |||||||
| 8301 PROFESSIONAL PLACE | LANDOVER | MD | 20785 | PC | GENERAL | $1,850 | |
| FAMILIAL DYSAUTONOMIA FOUNDATION | |||||||
| 315 WEST 39TH STREET SUITE 701 | NEW YORK | NY | 10018 | PC | GENERAL | $1,500 | |
| FARM COLLECTIVE | |||||||
| 5701 BURTON ROAD | ORCHARD | NY | 14127 | PC | GENERAL | $500 | |
| FEED THE CHILDREN | |||||||
| 333 N MERIDIAN | OKLAHOMA CITY | OK | 73107 | PC | GENERAL | $100 | |
| FEEDING AMERICA | |||||||
| 35 EAST WACKER DRIVE STE 2000 | CHICAGO | IL | 60601 | PC | GENERAL | $150 | |
| FINCA INTERNATIONAL | |||||||
| 1201 15TH STREET NW 8TH FLOOR | WASHINGTON | DC | 20005 | PC | GENERAL | $100 | |
| FOOD & WATER ACTION FUND | |||||||
| 1616 P ST NW STE 300 | WASHINGTON | DC | 20036 | PC | GENERAL | $50 | |
| FOOD BANK OF THE ROCKIES | |||||||
| 10700 E 45TH AVE | DENVER | CO | 80239 | PC | GENERAL | $1,500 | |
| FOOD FOR THE POOR INC | |||||||
| 6401 LYONS ROAD | COCONUT CREEK | FL | 33073 | PC | GENERAL | $150 | |
| FOUNTAIN HOUSE | |||||||
| 425 W 47TH ST | NEW YORK | NY | 10036 | PC | GENERAL | $200 | |
| FRESH AIR FUND | |||||||
| 633 THIRD AVENUE 14TH FLOOR | NEW YORK | NY | 10017 | PC | GENERAL | $1,600 | |
| FRIENDS OF YAD SARAH | |||||||
| 445 PARK AVENUE SUITE 1702 | NEW YORK | NY | 10022 | PC | GENERAL | $250 | |
| FRIENDSHIP CIRCLE | |||||||
| 212 N GASKINS RD | RICHMOND | VA | 232385526 | PC | GENERAL | $5,000 | |
| GOLSHIM L'CHAIM - SKI TO LIVE | |||||||
| 435 W MAIN ST | ASPEN | CO | 81611 | PC | GENERAL | $1,800 | |
| GUIDE DOGS FOR THE BLIND | |||||||
| PO BOX 151200 | SAN RAFAEL | CA | 94915 | PC | GENERAL | $100 | |
| GUIDING EYES FOR THE BLIND | |||||||
| 611 GRANITE SPRINGS ROAD | YORKTOWN HEIGHTS | NY | 10598 | PC | GENERAL | $100 | |
| HEBREW FREE BURIAL ASSOCIATION | |||||||
| 125 MAIDEN LANE 5B | NEW YORK | NY | 10038 | PC | GENERAL | $100 | |
| HEIFER INTERNATIONAL | |||||||
| PO BOX 727 | LITTLE ROCK | AR | 72203 | PC | GENERAL | $100 | |
| INTERNATIONAL RESCUE COMMITTEE | |||||||
| 122 E 42ND ST | NEW YORK | NY | 10168 | PC | GENERAL | $100 | |
| ISRAEL TENNIS & EDUCATION CENTERS | |||||||
| 165 EAST 56TH STREET 2ND FLOOR | NEW YORK | NY | 10022 | PC | GENERAL | $2,500 | |
| JEWISH FOUNDATION FOR THE RIGHTEOUS | |||||||
| 80 MAIN STREET SUITE 380 | WEST ORANGE | NJ | 07052 | PC | GENERAL | $50 | |
| LIGHTHOUSE GUILD INTERNATIONAL INC | |||||||
| 250 WEST 64TH STREET | NEW YORK | NY | 10023 | PC | GENERAL | $200 | |
| LUKEMIA & LYMPHOMA SOCIETY | |||||||
| 3 INTERNATIONAL DRIVE SUITE 200 | RYE BROOK | NY | 10573 | PC | GENERAL | $100 | |
| MACULAR DEGENERATION ASSOCIATION | |||||||
| 5969 CATTLERIDGE BLVD SUITE 100 | SARASOTA | FL | 34232 | PC | GENERAL | $50 | |
| MACULAR DEGENERATION RESEARCH | |||||||
| 22512 GATEWAY CENTER DRIVE | CLARKBURG | MD | 20871 | PC | GENERAL | $150 | |
| MEALS ON WHEELS | |||||||
| 1550 CRYSTAL DRIVE SUITE 1004 | ARLINGTON | VA | 22202 | PC | GENERAL | $1,500 | |
| MERCY SHIPS | |||||||
| 15862 STATE HIGHWAY 110 NORTH | LINDALE | TX | 75771 | PC | GENERAL | $100 | |
| NAMI | |||||||
| 4301 WILSON BLVD SUITE 300 | ARLINGTON | VA | 22203 | PC | GENERAL | $100 | |
| NATIONAL BREAST CANCER RESEARCH CENTER | |||||||
| 28 WEST 44TH STREET SUITE 609 | NEW YORK | NY | 10036 | PC | GENERAL | $100 | |
| NATIONAL DIABETES FUND | |||||||
| 259 WEST 30TH STREET SUITE 402 | NEW YORK | NY | 10001 | PC | GENERAL | $50 | |
| NATIONAL GLAUCOMA RESEARCH | |||||||
| 251 POST STREET SUITE 600 | SAN FRANCISCO | CA | 94108 | PC | GENERAL | $50 | |
| NATIONAL JEWISH HEALTH | |||||||
| 1400 JACKSON STREET | DENVER | CO | 80206 | PC | GENERAL | $100 | |
| NATIVE AMERICAN CHILDREN'S FUND | |||||||
| 24 EAST PALISADE BASIN DRIVE | RED LODGE | MT | 59068 | PC | GENERAL | $100 | |
| NATURE CONSERVANCY THE | |||||||
| 4245 FAIRFAX DR 100 | ARLINGTON | VA | 22203 | PC | GENERAL | $500 | |
| NEW YORK BOTANICAL GARDEN | |||||||
| 2900 SOUTHERN BLVD | BRONX | NY | 10458 | PC | GENERAL | $100 | |
| NRDC | |||||||
| 40 WEST 20TH STREET 11TH FLOOR | NEW YORK | NY | 10011 | PC | GENERAL | $1,000 | |
| OPERATION HOMEFRONT | |||||||
| 1355 CENTRAL PARKWAY SOUTH SUITE | SAN ANTONIO | TX | 78232 | PC | GENERAL | $50 | 100 |
| PARKINSON'S RESEARCH FOUNDATION | |||||||
| 5969 CATTLERIDGE BLVD SUITE 100 | SARASOTA | FL | 34232 | PC | GENERAL | $150 | |
| PAWS OF WAR | |||||||
| 127 SMITHTOWN BLVD | NESCONSET | NY | 11767 | PC | GENERAL | $100 | |
| PLANNED PARENTHOOD FEDERATION OF AMERICA | |||||||
| 123 WILLIAMS ST | NEW YORK | NY | 10038 | PC | GENERAL | $1,500 | |
| PROJECT HOPE | |||||||
| 255 CARTER HALL LANE PO BOX 250 | MILLWOOD | VA | 22646 | PC | GENERAL | $100 | |
| PUBLIC CITIZEN | |||||||
| 1600 20TH ST NW | WASHINGTON | DC | 20009 | PC | GENERAL | $50 | |
| READING IS FUNDAMENTAL | |||||||
| 750 FIRST STREET NE SUITE 920 | WASHINGTON | DC | 20002 | PC | GENERAL | $100 | |
| RED CLOUD INDIAN SCHOOL | |||||||
| 100 MISSION DRIVE | PINE RIDGE | SD | 57770 | PC | GENERAL | $150 | |
| SALVATION ARMY GNY | |||||||
| 120 WEST 14TH STREET | NEW YORK | NY | 100117393 | PC | GENERAL | $100 | |
| SAVE THE CHILDREN FEDERATION | |||||||
| 501 KINGS HIGHWAY EAST SUITE 400 | FAIRFIELD | CT | 06825 | PC | GENERAL | $50 | |
| SHRINER'S HOSPITAL FOR CHILDREN | |||||||
| 2900 ROCKY POINT DRIVE | TAMPA | FL | 33607 | PC | GENERAL | $100 | |
| SOARING EAGLE | |||||||
| 922 WYOMING AVE | BILLINGS | MT | 59101 | PC | GENERAL | $250 | |
| SOUTH WEST RESERVATION AID | |||||||
| 16415 ADDISON ROAD SUITE 200 | ADDISON | TX | 75011 | PC | GENERAL | $105 | |
| SPECIAL OLYMPICS NY | |||||||
| 504 BALLTOWN ROAD | SCHNECTADY | NY | 12304 | PC | GENERAL | $100 | |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | |||||||
| 220 E 42ND ST | NEW YORK | NY | 10017 | PC | GENERAL | $1,000 | |
| TANGER HILLEL AT BROOKLYN COLLEGE | |||||||
| 2901 CAMPUS ROAD | BROOKLYN | NY | 11210 | PC | GENERAL | $6,000 | |
| TEAM BLUELINE | |||||||
| 2804 W HWY 54 PMB 240 | PEACHTREE CITY | GA | 30269 | PC | GENERAL | $100 | |
| USA FOR UNHCR | |||||||
| 259 WEST 30TH STREET | NEW YORK | NY | 10001 | PC | GENERAL | $100 | |
| VALLEY SETTLEMENT | |||||||
| 33-41 TOMPKINS ST | WEST ORANGE | NJ | 07052 | PC | GENERAL | $1,500 | |
| VNS HEALTH | |||||||
| 220 E 42ND ST | NEW YORK | NY | 10017 | PC | GENERAL | $100 | |
| WOMEN FOR WOMEN INTERNATIONAL | |||||||
| 2000 M STREET NW SUITE 200 | WASHINGTON | DC | 20036 | PC | GENERAL | $50 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $108,686 | 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 | $118,215 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $105,270 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $223,485 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $223,485 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $11,445 | Amt |
| Net Investment Income | $5,723 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,722 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (5 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 72201F-49-0 PIMCO INCOME FD-INS-TICKER PIMIX | $37,962 | $35,731 |
| 83002G108 SIX CIRCLES ULTRA SHORT DURATION | $34,795 | $34,882 |
| 54401E143 LORD ABBETT SHRT DUR INC | $73,121 | $69,250 |
| 92206C-87-0 VANGUARD INT-TERM CORPORATE | $51,832 | $55,191 |
| 921937-83-5 VANGUARD TOTAL BOND MARKET | $106,509 | $106,290 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 78462F-10-3 SPDR S&P 500 ETF TRUST | $287,989 | $1,060,386 |
| 46641Q-22-5 JPMORGAN BETABUILDERS | $31,127 | $58,590 |
| 315911-75-0 FIDELITY 500 INDEX | $9,007 | $9,149 |
| 83002G-40-5 SIX CIRCLES INTERNATIONAL | $199,287 | $299,228 |
| 83302G-30-6 SIX CIRCLES US UNCONSTRAINED | $285,081 | $480,276 |
| 92206C-77-1 VANGUARD MORTGAGE-BACKED SEC | $36,211 | $36,958 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (12 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 83002G-87-6 SIX CIRCLES MULTI-STRAT | AT COST | $106,276 | $106,112 |
| 46641Q-21-7 JPMORGAN BETABUILDERS JAPAN ETF | AT COST | $62,332 | $89,572 |
| 83002G-70-2 SIX CIRCLES GLOBAL BOND | AT COST | $623,977 | $583,931 |
| 46641Q688 JPM BETABUILDERS DEVELOPED ASIA | AT COST | $45,285 | $52,922 |
| 64128R-60-8 NEUBERGER BERMAN LONG SH-INS | AT COST | $31,340 | $36,329 |
| 09257V508 BLACKSTONE ALT MULTI-STRAT | AT COST | $49,874 | $51,162 |
| 46641Q-19-1 JPMORGAN BETABUILDERS EUROPE ETF | AT COST | $54,843 | $57,394 |
| ARTWORK-MIRIAM CABESSA | AT COST | $4,000 | $4,000 |
| 83002G-88-4 SIS CIRCLES CREDIT OPPORT | AT COST | $69,935 | $73,514 |
| 92203J-40-7 VANGUARD TOTAL INTL BND ETF | AT COST | $230,640 | $216,087 |
| 72201U-63-8 PIMCO MRTG OPP & BND-INST | AT COST | $17,948 | $18,043 |
| 46429B-26-7 ISHARES US TREASURY BOND ETF | AT COST | $92,141 | $91,916 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNCASHED CONTRIBUTION | Desc |
| Amt | $3,965 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NYS FILING FEE | Desc |
| Revenue And Expenses Per Books | $250 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $250 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MGMT FEES | CategoryTxt |
| Amt | $19,157 | Amt |
| Net Investment Income | $19,157 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX BASED ON INVESTMENT INCOME | $3,308 | $3,308 | $0 |
| FOREIGN TAXES PAID ON INVESTMENT INCOME | $1,135 | $1,135 | $0 |