THE JOHN S HILSON FAMILY FUND: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- THE JOHN S HILSON FAMILY FUND (EIN 13-6135887)
- Tax period
- 2024-07-01 to 2025-06-29
- Filed
- 2026-05-19
- IRS object ID
- 202611399349100331
- 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
- Contractor Compensation Expln
- Depreciation Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-19T14:26:12-05:00 | ReturnTs |
| Tax Period End | 2025-06-29 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOFFMAN MULLIGAN CPAS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 61 BROADWAY - SUITE 1601 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100062756 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136135887 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JOHN S HILSON FAMILY FUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % JANET MULLIGAN CPA | InCareOfNm |
| Business Name Control | JOHN | BusinessNameControlTxt |
| Phone | 2125831100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 61 BROADWAY Suite 1601 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10006 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM HILSON | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 2125831100 | PhoneNum |
| Signature | 2026-05-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| 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 | JANET MULLIGAN CPA | PreparerPersonNm |
| PTIN | P00850378 | PTIN |
| Phone | 2125831100 | PhoneNum |
| Preparation | 2026-05-08 | PreparationDt |
| 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) |
|---|---|---|
| Final Return | Yes (X) | FinalReturnInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $0 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $180,995 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $180,995 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $123,272 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,403,907 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $123,272 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $304,267 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $304,267 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $12,036 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $12,036 | LegalFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,932 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,932 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $58,736 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $58,736 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $73,704 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $60,668 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $12,036 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,627,925 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,627,925 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,701,629 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $60,668 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,639,961 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$4,397,362 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $243,599 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $55,607 | CashBOYAmt |
| Cash EOY | $0 | CashEOYAmt |
| Cash EOYFMV | $0 | CashEOYFMVAmt |
| Corporate Stock BOY | $3,065,076 | CorporateStockBOYAmt |
| Corporate Stock EOY | $0 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $0 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $1,273,555 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $4,394,238 | TotalAssetsBOYAmt |
| Total Assets EOY | $0 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $0 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $4,394,238 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $0 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,394,238 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $0 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,394,238 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $0 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,394,238 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$4,397,362 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3,124 | OtherIncreasesAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | CAPITAL GAIN DISTRIBUTIONS | PropertyDesc |
| Gross Sales Price | $19,775 | GrossSalesPriceAmt |
| Gain Or Loss | $19,775 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $19,775 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $123,272 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,386 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,386 | SubtotalAmt |
| Tax Based On Investment Income | $3,386 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,337 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $2,337 | TotalPaymentsAndCreditsAmt |
| Tax Due | $1,049 | 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 | Yes (true) | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | 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 | JANET MULLIGAN CPA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2125831100 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | HOFFMAN MULLIGAN 61 BROADWAY 160 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10006 | 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 |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| WILLIAM HILSON | ||||||||
| 61 BROADWAY | NEW YORK | NY | 10006 | PRESIDENT | 1.0 | $0 | $0 | $0 |
| DWIGHT HILSON | ||||||||
| 61 BROADWAY | NEW YORK | NY | 10006 | VICE PRESIDENT | 1.0 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MORGAN STANLEY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1290 AVE OF THE AMERICAS | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INV ADVISORY | ServiceTypeTxt |
| Compensation | $58,736 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $7,626,653 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $58,894 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,685,547 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,685,547 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $115,283 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,570,264 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $376,445 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $376,445 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,386 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,386 | TotalTaxAmt |
| Distributable Before Adj | $373,059 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $373,059 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $373,059 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,639,961 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $4,639,961 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $373,059 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $360,272 | UndistributedIncomePYAmt |
| Prior Year1 | 2022 | PriorYear1Yr |
| Prior Year2 | 2021 | PriorYear2Yr |
| Prior Year3 | 2020 | PriorYear3Yr |
| Total For Prior Years | $14,416 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,639,961 | QualifyingDistributionsAmt |
| Applied To Year1 | $360,272 | AppliedToYear1Amt |
| Applied To Current Year | $373,059 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,906,630 | RemainingDistriFromCorpusAmt |
| Total Corpus | $3,906,630 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $14,416 | PriorYearUndistributedIncmAmt |
| Taxable1 | $14,416 | Taxable1Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $3,906,630 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $3,906,630 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (76 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PRATT INSTITUTE | ||||||||||||
| 200 WILLOUGHBY AVE | BROOKLYN | NY | 11205 | NONE | PC | GENERAL PURPOSE | $25,000 | |||||
| SILVERMINE ARTS CENTER | ||||||||||||
| 1037 SILVERMINE RD | NEW CANAAN | CT | 06840 | NONE | PC | GENERAL PURPOSE | $5,000 | |||||
| FRIENDS OF KAREN | ||||||||||||
| 217 WEST 18TH STREET UNIT 2015 | NEW YORK | NY | 10011 | NONE | PC | GENERAL PURPOSE | $2,500 | |||||
| THE BIG DOG RANCH RESCUE | ||||||||||||
| 14444 OKEECHOBEE BLVD | LOXAHATCHEE GROVES | FL | 33470 | NONE | PC | GENERAL PURPOSE | $15,000 | |||||
| LEEDS ENDOWMENT | ||||||||||||
| 435 SOUTHERN BLVD | WEST PALM BEACH | FL | 33405 | NONE | PC | GENERAL PURPOSE | $10,000 | |||||
| WEST PALM BEACH FISHING CLUB | ||||||||||||
| 201 5TH STREET | WEST PALM BEACH | FL | 33401 | NONE | PC | GENERAL PURPOSE | $5,000 | |||||
| BOSTON UNIVERSITY | ||||||||||||
| 233 BAY STATE ROAD | BOSTON | MA | 02215 | NONE | PC | GENERAL PURPOSE | $15,000 | |||||
| DEERFIELD ACADEMY | ||||||||||||
| 7 BOYDEN LANE | DEERFIELD | MA | 01342 | NONE | PC | GENERAL PURPOSE | $10,000 | |||||
| ONE STORY | ||||||||||||
| 232 3RD ST A108 | BROOKLYN | NY | 11215 | NONE | PC | GENERAL PURPOSE | $10,000 | |||||
| KELLOGG SCHOOL OF MANAGEMENT | ||||||||||||
| 2211 CAMPUS DR | EVANSTON | IL | 60208 | NONE | PC | GENERAL PURPOSE | $10,000 | |||||
| VERMONT COLLEGE OF FINE ARTS | ||||||||||||
| 36 COLLEGE ST | MONTPELIER | VT | 05602 | NONE | PC | GENERAL PURPOSE | $5,000 | |||||
| THE HUMANE SOCIETY | ||||||||||||
| 1255 23RD STREET NW | WASHINGTON | DC | 20037 | NONE | PC | GENERAL PURPOSE | $2,500 | SUITE 450 | ||||
| BOSTON UNIVERSITY | ||||||||||||
| 1 BOSTON UNIVERSITY ROAD | BOSTON | MA | 02215 | NONE | PC | GENERAL PURPOSE | $2,500 | |||||
| NAACP LEGAL DEFENSE & EDUCATION | ||||||||||||
| 40 RECTOR ST 5 | NEW YORK | NY | 10006 | NONE | PC | GENERAL PURPOSE | $1,000 | |||||
| BONEFISH & TARPON TRUST | ||||||||||||
| 2937 SW 27TH AVE SUITE 203 | MIAMI | FL | 33133 | NONE | PC | GENERAL PURPOSE | $1,000 | |||||
| TROUT UNLIMITED | ||||||||||||
| 1777 N KENT STREET SUITE 100 | ARLINGTON | VA | 22209 | NONE | PC | GENERAL PURPOSE | $1,000 | |||||
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | ||||||||||||
| 220 EAST 42ND ST | NEW YORK | NY | 10017 | NONE | PC | GENERAL PURPOSE | $500 | |||||
| SMILE TRAIN | ||||||||||||
| 633 3RD AVE FLOOR 9 | NEW YORK | NY | 10017 | NONE | PC | GENERAL PURPOSE | $500 | |||||
| INTERNATIONAL JUSTICE | ||||||||||||
| PO BOX 96961 | WASHINGTON | DC | 200906961 | NONE | PC | GENERAL PURPOSE | $500 | |||||
| ST JOHN PAUL II ACADEMY | ||||||||||||
| 139 MENAHAN ST | BROOKLYN | NY | 11221 | NONE | PC | GENERAL PURPOSE | $2,500 | |||||
| AMNESTY INTERNATIONAL | ||||||||||||
| 311 W 43RD ST FLOOR 7 | NEW YORK | NY | 10036 | NONE | PC | GENERAL PURPOSE | $500 | |||||
| NEW HOPE CHARITIES INC | ||||||||||||
| 626 NORTH DIXIE HIGHWAY | WEST PALM BEACH | FL | 33401 | NONE | PC | GENERAL PURPOSE | $4,000 | |||||
| GRATEFUL GATHERINGS | ||||||||||||
| 1528 WEBSTER STREET | OAKLAND | CA | 94612 | NONE | PC | GENERAL PURPOSE | $2,000 | |||||
| NATIONAL MS SOCIETY | ||||||||||||
| 733 3RD AVE FLOOR 3 | NEW YORK | NY | 10017 | NONE | PC | GENERAL PURPOSE | $1,000 | |||||
| JACOB BURNS FILM CENTER | ||||||||||||
| 364 MANVILLE ROAD | PLEASANTVILLE | NY | 10570 | NONE | PC | GENERAL PURPOSE | $1,000 | |||||
| HEAL TRAFFICKING | ||||||||||||
| PO BOX 96961 | WASHINGTON | DC | 200906961 | NONE | PC | GENERAL PURPOSE | $1,000 | |||||
| THE 1898 FOUNDATION INC | ||||||||||||
| 160 HARTFORD TURNPIKE | HAMDEN | CT | 06517 | NONE | PC | GENERAL PURPOSE | $1,000 | |||||
| HOPE CHICAGO | ||||||||||||
| 303 E WACKER DR 360 | CHICAGO | IL | 60601 | NONE | PC | GENERAL PURPOSE | $1,000 | |||||
| PRATT INSTITUTE LEGEND | ||||||||||||
| 200 WILLOUGHBY AVE | BROOKLYN | NY | 11205 | NONE | PC | GENERAL PURPOSE | $10,000 | |||||
| PRATT INSTITUTE | ||||||||||||
| 200 WILLOUGHBY AVE | BROOKLYN | NY | 11205 | NONE | PC | GENERAL PURPOSE | $5,000 | |||||
| EAGLEBROOK SCHOOL | ||||||||||||
| 271 PINE NOOK RD | DEERFIELD | MA | 01342 | NONE | PC | GENERAL PURPOSE | $3,000 | |||||
| MARINE CORPS-LAW ENFORCEMENT FOUNDATION INC | ||||||||||||
| 273 COLUMBUS AVENUE 10 | TUCKAHOE | NY | 10707 | NONE | PC | GENERAL PURPOSE | $1,000 | |||||
| ST ANDREWS SCHOOL | ||||||||||||
| 350 NOXONTOWN ROAD | MIDDLETOWN | DE | 19709 | NONE | PC | GENERAL PURPOSE | $25,000 | |||||
| THE BIG DOG RANCH RESCUE | ||||||||||||
| 14444 OKEECHOBEE BLVD | LOXAHATCHEE GROVES | FL | 33470 | NONE | PC | GENERAL PURPOSE | $10,000 | |||||
| DIABETES RESEARCH INSTITUTE | ||||||||||||
| 259 W 30TH ST SUITE 402 | NEW YORK | NY | 10001 | NONE | PC | GENERAL PURPOSE | $10,000 | |||||
| DEFENDER FUND | ||||||||||||
| NONE | PC | GENERAL PURPOSE | $10,000 | DROR 13 | ZICHRON YAAKOV | IS | 3091785 | |||||
| MANHATTANVILLE COLLEGE | ||||||||||||
| 2900 PURCHASE ST | PURCHASE | NY | 10577 | NONE | PC | GENERAL PURPOSE | $10,000 | |||||
| COLUMBIA UNIVERSITY | ||||||||||||
| 116TH AND BROADWAY | NEW YORK | NY | 10027 | NONE | PC | GENERAL PURPOSE | $1,000 | |||||
| PLANNED PARENTHOOD OF SOUTHERN NEW ENGLAND | ||||||||||||
| 345 WHITNEY AVE | NEW HAVEN | CT | 06511 | NONE | PC | GENERAL PURPOSE | $1,000 | |||||
| SOUTHERN POVERTY LAW CENTER | ||||||||||||
| 400 WASHINGTON AVE | MONTGOMERY | AL | 36104 | NONE | PC | GENERAL PURPOSE | $500 | |||||
| NATIONAL PARKS CONSERVATION ASSOCIATION | ||||||||||||
| 256 W 36TH ST | NEW YORK | NY | 10018 | NONE | PC | GENERAL PURPOSE | $500 | |||||
| MISSOURI REVIEW | ||||||||||||
| 453 MCREYNOLDS HALL | COLUMBIA | MO | 65211 | NONE | PC | GENERAL PURPOSE | $250 | |||||
| COLLEGIATE SCHOOL | ||||||||||||
| 301 FREEDOM PLACE SOUTH | NEW YORK | NY | 10069 | NONE | PC | GENERAL PURPOSE | $200 | |||||
| GREENWICH EMERGENCY MEDICAL CENTER | ||||||||||||
| 1111 EAST PUTNAM AVENUETE 201 | RIVERSIDE | CT | 06878 | NONE | PC | GENERAL PURPOSE | $200 | |||||
| CLMP - COUNCIL OF LITERARY MAGAZINES & PRESSES | ||||||||||||
| 154 CHRISTOPHER ST SUITE 3C | NEW YORK | NY | 10014 | NONE | PC | GENERAL PURPOSE | $100 | |||||
| THE SUN | ||||||||||||
| 109 N ROBERSON STREET | CHAPEL HILL | NC | 27516 | NONE | PC | GENERAL PURPOSE | $100 | |||||
| FRACTURED ATLAS | ||||||||||||
| 228 PARK AVE S 56651 | NEW YORK CITY | NY | 100031502 | NONE | PC | GENERAL PURPOSE | $1,000 | |||||
| LAKE WORTH CHRISTIAN SCHOOL | ||||||||||||
| 7592 HIGH RIDGE ROAD | BOYNTON BEACH | FL | 33426 | NONE | PC | GENERAL PURPOSE | $25,000 | |||||
| PRATT INSTITUTE | ||||||||||||
| 200 WILLOUGHBY AVE | BROOKLYN | NY | 11205 | NONE | PC | GENERAL PURPOSE | $25,000 | |||||
| SILVERMINE ARTS CENTER | ||||||||||||
| 1037 SILVERMINE RD | NEW CANAAN | CT | 06840 | NONE | PC | GENERAL PURPOSE | $5,000 | |||||
| EAGLEBROOK SCHOOL | ||||||||||||
| 271 PINE NOOK RD | DEERFIELD | MA | 01342 | NONE | PC | GENERAL PURPOSE | $5,000 | |||||
| PRATT INSTITUTE | ||||||||||||
| 200 WILLOUGHBY AVE | BROOKLYN | NY | 11205 | NONE | PC | GENERAL PURPOSE | $15,000 | |||||
| SPCA WESTCHESTER | ||||||||||||
| 590 N STATE ROAD | BRIARCLIFF MANOR | NY | 10510 | NONE | PC | GENERAL PURPOSE | $1,000 | |||||
| SILVERMINE COMMUNITY ASSOCIATION | ||||||||||||
| 115 NEW CANAAN AVENUE PMB 704 | NORWALK | CT | 06850 | NONE | PC | GENERAL PURPOSE | $1,000 | |||||
| MEMORIAL SLOANE KETTERING CANCER CENTER | ||||||||||||
| 1275 YORK AVENUE | NEW YORK | NY | 10065 | NONE | PC | GENERAL PURPOSE | $1,000 | |||||
| BMW MOA FOUNDATION | ||||||||||||
| 2350 HIGHWAY 101 S | GREER | SC | 29651 | NONE | PC | GENERAL PURPOSE | $1,000 | |||||
| NEW CANAAN COMMUNITY FOUNDATION | ||||||||||||
| 111 CHERRY STREET | NEW CANAAN | CT | 06840 | NONE | PC | GENERAL PURPOSE | $750 | |||||
| STAYING PUT IN NEW CANAAN INC | ||||||||||||
| 58 PINE STREET | NEW CANAAN | CT | 06840 | NONE | PC | GENERAL PURPOSE | $750 | |||||
| STRAYS AND OTHERS INC | ||||||||||||
| 18 LOCUST AVENUE 473 | NEW CANAAN | CT | 06840 | NONE | PC | GENERAL PURPOSE | $750 | |||||
| NEW CANAAN BEAUTIFICATION LEAGUE | ||||||||||||
| PO BOX 4 | NEW CANAAN | CT | 06840 | NONE | PC | GENERAL PURPOSE | $750 | |||||
| NEW CANAAN NATURE CENTER | ||||||||||||
| 14444 OENOKE RIDGE | NEW CANAAN | CT | 06840 | NONE | PC | GENERAL PURPOSE | $500 | |||||
| THE BIG DOG RANCH RESCUE | ||||||||||||
| 14444 OKEECHOBEE BLVD | LOXAHATCHEE GROVES | FL | 33470 | NONE | PC | GENERAL PURPOSE | $10,000 | |||||
| DEFENDER FUND | ||||||||||||
| NONE | PC | GENERAL PURPOSE | $10,000 | DROR 13 | Zikhron Yaakov | IS | 3091785 | |||||
| THE CROHN'S AND COLITIS FOUNDATION | ||||||||||||
| 733 THIRD AVE SUITE 510 | NEW YORK | NY | 10017 | NONE | PC | GENERAL PURPOSE | $1,500 | |||||
| NORTHWESTERN UNIVERSITY | ||||||||||||
| 633 CLARK ST | EVANSTON | IL | 60208 | NONE | PC | GENERAL PURPOSE | $1,000 | |||||
| WHITBY SCHOOL | ||||||||||||
| 969 LAKE AVE | GREENWICH | CT | 06831 | NONE | PC | GENERAL PURPOSE | $600 | |||||
| DEERFIELD ACADEMY | ||||||||||||
| 7 BOYDEN LANE | DEERFIELD | MA | 01342 | NONE | PC | GENERAL PURPOSE | $515 | |||||
| PROJECT SUNSHINE | ||||||||||||
| 211 EAST 43RD 401 | NEW YORK | NY | 10017 | NONE | PC | GENERAL PURPOSE | $500 | |||||
| UNIVERSITY OF RICHMOND | ||||||||||||
| 410 WESTHAMPTON WAY | RICHMOND | VA | 23173 | NONE | PC | GENERAL PURPOSE | $500 | |||||
| MANHATTANVILLE COLLEGE | ||||||||||||
| 2900 PURCHASE ST | PURCHASE | NY | 10577 | NONE | PC | GENERAL PURPOSE | $30,000 | |||||
| JOHN S HILSON FAM FUND TR AGREEMENT 04112023 | ||||||||||||
| 61 BROADWAY STE 1601 | NEW YORK | NY | 10006 | NONE | PC | GENERAL PURPOSE | $1,466,508 | |||||
| JOHN S HILSON FAM FUND TR AGREEMENT 04112023 | ||||||||||||
| 61 BROADWAY STE 1601 | NEW YORK | NY | 10006 | NONE | GENERAL PURPOSE | $38,219 | ||||||
| HILSON FAM FUND TR AGREEMENT 04292023 | ||||||||||||
| 61 BROADWAY STE 1601 | NEW YORK | NY | 10006 | NONE | PC | GENERAL PURPOSE | $1,352,872 | |||||
| HILSON FAM FUND TR AGREEMENT 04292023 | ||||||||||||
| 61 BROADWAY STE 1601 | NEW YORK | NY | 10006 | NONE | PC | GENERAL PURPOSE | $38,219 | |||||
| THE HILSON PARKER FUND TRUST UA DTD 4242023 | ||||||||||||
| 61 BROADWAY STE 1601 | NEW YORK | NY | 10006 | NONE | GENERAL PURPOSE | $1,331,923 | ||||||
| THE HILSON PARKER FUND TRUST UA DTD 4242023 | ||||||||||||
| 61 BROADWAY STE 1601 | NEW YORK | NY | 10006 | NONE | GENERAL PURPOSE | $38,219 | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,627,925 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $180,995 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $123,272 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $304,267 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $304,267 | 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 |
Contractor Compensation Expln ContractorCompensationExpln
Contractor Comp Expln ContractorCompExplnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Person | MORGAN STANLEY | ContractorPersonNm |
| Explanation | MORGAN STANLEY PROVIDES INVESTMENT ADVISORY SERIVCES RELATING TO THE FOUNDNATION'S INVESTMENTS | ExplanationTxt |
Depreciation Schedule DepreciationSchedule
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)
| AssetAssetDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | 2025-06 | $2,311,886 | $2,203,994 | $107,892 |
| PUBLICLY TRADED SECURITIES | 2025-06 | $72,246 | $76,641 | -$4,395 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (39 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| LONG SECURITIES - MS #4935 | $0 | $0 |
| LONG SECURITIES - MS #6513 | $0 | $0 |
| IRONWOOD MULTI STRA-349.020SHS | $0 | $0 |
| ADVANCED MICRO DEV - 500 SHS | $0 | $0 |
| ALPHABET INC CL A - 2000 SHS | $0 | $0 |
| ALPHABET INC CL C - 2000 SHS | $0 | $0 |
| AMAZON COM INC - 2000 SHS | $0 | $0 |
| AMERICAN EXPRESS CO - 1000 SHS | $0 | $0 |
| AMGEN INC - 750 SHS | $0 | $0 |
| APPLE INC - 2000 SHS | $0 | $0 |
| BECTON DICKINSON & CO -225 SHS | $0 | $0 |
| BLACKSTONE INC - 1500 SHS | $0 | $0 |
| BROADCOM INC - 50 SHS | $0 | $0 |
| CHEVRON CORP - 400 SHS | $0 | |
| CISCO SYS INC - 2000 SHS | $0 | $0 |
| COMCAST - 3000 SHS | $0 | $0 |
| ELI LILLY&CO - 115 SHS | $0 | $0 |
| FEDEX CORP - 750 SHS | $0 | $0 |
| HONEYWELL - 1000 SHS | $0 | $0 |
| JOHNSON & JOHNSON - 1000 SHS | $0 | $0 |
| JPMORGAN CHASE - 1500 SHS | $0 | |
| KNIGHT-SWIFT TRAN - 1700 SHS | $0 | $0 |
| LINDE PLC - 140 SHS | $0 | $0 |
| MICROSOFT - 1100 SHS | $0 | $0 |
| NESTLE SPON - 1500 SHS | $0 | $0 |
| NORTHROP GRU - 150 SHS | $0 | $0 |
| PALO ALTO - 420 SHS | $0 | $0 |
| PEPSICO - 1000 SHS | $0 | $0 |
| PROLOGIS INC - 880 SHS | $0 | $0 |
| RTX CORP - 1200 SHS | $0 | $0 |
| THERMO FISHER - 69 SHS | $0 | $0 |
| UNITEDHEALTH - 350 SHS | $0 | |
| VERIZON COM - 2500 SHS | $0 | $0 |
| VISA INC - 200 SHS | $0 | $0 |
| WALMART - 3000 SHS | $0 | |
| ISHARES BOND ETF - 2380 SHS | $0 | $0 |
| SPDR PORTFOLIO - 4936 SHS | $0 | |
| THE INDIA FUND - 4120 SHS | $0 | |
| VANGUARD ST - 2510 SHS | $0 | $0 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $12,036 | LegalFeesAmt |
| Disbursements Charitable Prps | $12,036 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (9 entries)
| DescDesc | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt | BOY Book ValueBOYBookValueAmt |
|---|---|---|---|
| INVESCO GOVT MNY - 4927.17 SHS | $0 | $0 | |
| FIRST EAGLE - 12610.34 SHS | $0 | $0 | $300,000 |
| HARTFORD WORLD - 8973.175 SHS | $0 | $0 | $96,341 |
| LAZARD EMERGING - 4793.315 SHS | $0 | $145,945 | |
| LOOMIS SAYLES - 16742.89 SHS | $0 | $215,885 | |
| MET WEST TOT - 19296.371 SHS | $0 | $0 | $211,547 |
| OAKMARK INT'L - 3916.219 SHS | $0 | $103,837 | |
| OAKMARK SMALL - 6758.888 SHS | $0 | $100,000 | |
| WASATCH EM - 39072.039 SHS | $0 | $0 | $100,000 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT MANAGEMENT FEES | Desc |
| Revenue And Expenses Per Books | $58,736 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $58,736 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RETURN OF CAPITAL | Desc |
| Amt | $3,124 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FEDERAL EXCISE TAX | $1,000 | |
| FOREIGN TAX | $1,932 | $1,932 |