DISTRACTED GLOBE FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- DISTRACTED GLOBE FOUNDATION (EIN 36-4667713)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-11
- IRS object ID
- 202621319349102612
- 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
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-11T11:44:30-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 130436940 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANCHIN BLOCK & ANCHIN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 TIMES SQUARE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10036 | 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 | 364667713 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DISTRACTED GLOBE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DIST | BusinessNameControlTxt |
| Phone | 2128403456 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO ANCHIN - 3 TIMES SQUARE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10036 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WENDY VANDEN HEUVEL | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2128403456 | PhoneNum |
| Signature | 2026-05-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ADAM RUBINFELD | PreparerPersonNm |
| PTIN | P01542370 | PTIN |
| Phone | 2128403456 | PhoneNum |
| Preparation | 2026-05-08 | 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 | $26,299,780 | 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 | $18,102,125 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $3,687 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,687 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $182,434 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $182,434 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $341,636 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,361,582 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $890,644 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $4,716 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $4,716 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $18,634,598 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,081,481 | 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 |
| Legal Fees Rev And Expnss | $6,360 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $6,360 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,549 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,275 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,274 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $47,835 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $34,329 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $13,506 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,683 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $37 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,076 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $18 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $25 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $62,503 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $35,659 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $21,165 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,181,100 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,181,100 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,243,603 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $35,659 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,202,265 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $17,390,995 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,045,822 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $26,163 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,804,458 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,804,458 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $4,491,165 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $4,164,647 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $0 | CorporateStockBOYAmt |
| Corporate Stock EOY | $8,312,547 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $17,505,433 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,308,776 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,314,534 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $500,212 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $510,708 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $26,163 | TotalAssetsBOYAmt |
| Total Assets EOY | $17,417,158 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $26,299,780 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $26,163 | RetainedEarningBOYAmt |
| Retained Earning EOY | $17,417,158 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $26,163 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $17,417,158 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $26,163 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $17,417,158 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $26,163 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $17,390,995 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $17,417,158 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $17,417,158 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| CAPITAL GAINS FROM PARTNERSHIPS | D | 2025-12-31 | $150 | $150 | $150 | ||
| 1,685 SHARES OF VITAL FARMS INC | D | 2025-01-22 | $73,310 | $67,840 | $67,840 | 2025-01-17 | $5,470 |
| 1,615 SHARES OF VITAL FARMS INC | D | 2025-08-21 | $78,019 | $72,777 | $72,777 | 2025-08-19 | $5,242 |
| FIDUCIARY TRUST #1338- PUBLICLY TRADED SECURITIES | D | 2025-12-31 | $634,461 | $249,352 | $249,352 | $385,109 | |
| 13,930 SHARES OF VITAL FARMS INC | D | 2025-03-11 | $448,397 | $403,179 | $403,179 | 2025-03-10 | $45,218 |
| FIDUCIARY TRUST #1390- PUBLICLY TRADED SECURITIES | D | 2025-12-31 | $1,043,120 | $13,221 | $13,221 | $1,029,899 | |
| CAPITAL GAINS DIVIDENDS | P | $84,125 | $84,125 | $84,125 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $890,644 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $14,537 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $14,537 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $14,537 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,500 | 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 | $3,500 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $11,037 | 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 | Yes (1) | 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 | ANCHIN BLOCK ANCHIN LLP | IndividualWithBooksNm |
| Phone | 2128403456 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 TIMES SQUARE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10036 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 |
|---|---|---|---|---|---|---|---|---|
| WENDY VANDEN HEUVEL | ||||||||
| C/O ANCHIN - 3 TIMES SQUARE | NEW YORK | NY | 10036 | PRESIDENT/DIRECTOR | 6.00 | $0 | $0 | $0 |
| PHILIPPE GOLDIN | ||||||||
| C/O ANCHIN - 3 TIMES SQUARE | NEW YORK | NY | 10036 | VICE PRESIDENT/DIRECTOR | 1.00 | $0 | $0 | $0 |
| ETTA BRANDMAN ESQ | ||||||||
| C/O ANCHIN - 3 TIMES SQUARE | NEW YORK | NY | 10036 | SECRETARY/DIRECTOR | 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 | $7,516,971 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $621,356 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,138,327 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,138,327 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $122,075 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,016,252 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $400,813 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $400,813 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $14,537 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $14,537 | TotalTaxAmt |
| Distributable Before Adj | $386,276 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $386,276 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $386,276 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,202,265 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,202,265 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $386,276 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $32,240 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $301,265 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $451,807 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $460,139 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $546,873 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,792,324 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,202,265 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $386,276 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $815,989 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,608,313 | 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 | $604,938 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,003,375 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $180,374 | ExcessFromYear3Amt |
| Excess From Year2 | $460,139 | ExcessFromYear2Amt |
| Excess From Year1 | $546,873 | ExcessFromYear1Amt |
| Excess From Current Year | $815,989 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | WENDY VANDEN HEUVEL | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (69 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| 52ND STREET PROJECT INC | ||||||||
| 789 TENTH AVENUE | NEW YORK | NY | 10019 | NONE | PC | GENERAL SUPPORT | $60,000 | |
| ABOUT FACE THEATRE COLLECTIVE | ||||||||
| 1922 W IRVING PARK RD | CHICAGO | IL | 60613 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| AMERICAN CONSERVATORY THEATRE FOUNDATION | ||||||||
| 415 GEARY ST | SAN FRANCISCO | CA | 941021222 | NONE | PC | BOLD ACCESS PROGRAM | $10,000 | |
| ARTEEAST INC | ||||||||
| 320 7TH AVE 182 | BROOKLYN | NY | 112154194 | NONE | PC | ACTION FOR HOPE | $5,000 | |
| ARTEQUITY COMMUNITY | ||||||||
| 556 S FAIR OAKS AVE | PASADENA | CA | 91105 | NONE | PC | GENERAL SUPPORT | $153,000 | |
| BARENBOIM-SAID FOUNDATION USA | ||||||||
| 435 RIVERSIDE DRIVE SUITE 122 | NEW YORK | NY | 10025 | NONE | PC | BARENBOIM-SAID CENTER FOR MUSIC IN RAMALLAH | $20,000 | |
| BOLINAS MUSEUM | ||||||||
| 48 WHARF ROAD | BOLINAS | CA | 94924 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| BRAZIL FOUNDATION | ||||||||
| 216 EAST 45TH STREET 1106 | NEW YORK | NY | 10017 | NONE | PC | FOR: INSTITUTO AUGUSTO BOAL FUND | $10,000 | |
| BREAD & PUPPET THEATRE INC | ||||||||
| 753 HEIGHTS RD | GLOVER | VT | 058399637 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| BROOKLYN ACADEMY OF MUSIC INC | ||||||||
| 30 LAFAYETTE AVE | BROOKLYN | NY | 112171430 | NONE | PC | FOR: MAHABHARATA SCREENING | $20,000 | |
| BROOKLYN ACADEMY OF MUSIC INC | ||||||||
| 30 LAFAYETTE AVE | BROOKLYN | NY | 112171430 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| CANADY FOUNDATION FOR THE ARTS | ||||||||
| 7104 9TH STREET NW | WASHINGTON | DC | 20012 | NONE | PC | ASHE FUND | $5,000 | |
| CHAPEL & YORK US FOUNDATION INC | ||||||||
| 1350 AVENUE OF THE AMERICAS FLOOR 2 | NEW YORK | NY | 10019 | NONE | PC | THIS GRANT IS FOR : GOOD CHANCE THEATRE | $10,000 | SUITE 266 |
| CLUBBED THUMB INC | ||||||||
| 440 LAFAYETTE ST 4TH FL | NEW YORK | NY | 10003 | NONE | PC | DIRECTOR'S FELLOWSHIP PROGRAM | $10,000 | |
| CLUBBED THUMB INC | ||||||||
| 440 LAFAYETTE ST 4TH FL | NEW YORK | NY | 10003 | NONE | PC | STILLWRIGHT WRITER'S RETREAT LED BY ERIK EHN | $20,000 | |
| DEEP MEDICINE CIRCLE | ||||||||
| 1720 BROADWAY 430 | OAKLAND | CA | 94612 | NONE | PC | GENERAL SUPPORT | $50,000 | |
| DOUBLE EDGE THEATRE PRODUCTIONS INCORPORATED | ||||||||
| 948 CONWAY ROAD | ASHFIELD | MA | 01330 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| DOWNCITY DESIGN | ||||||||
| 370 CRANSTON ST | PROVIDENCE | RI | 02907 | NONE | PC | DOWNCITY DESIGN / TEEN DESIGN PROGRAMS | $500 | |
| ELEPHANT CIRCLE | ||||||||
| 3548 G RD | PALISADE | CO | 815269788 | NONE | PC | THRIVING BIRTH WORKER'S OF NORTH CAROLINA | $40,500 | |
| FEEDING AMERICA | ||||||||
| 161 NORTH CLARK STREET SUITE 700 | CHICAGO | IL | 60601 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| FOOD RESEARCH & ACTION CENTER INC | ||||||||
| 11 DUPONT CIRCLE NW 500 | WASHINGTON | DC | 20036 | NONE | PC | WOMEN, INFANTS AND CHILDREN PROGRAM | $5,000 | |
| FRACTURED ATLAS INC | ||||||||
| PO BOX 55 | HARTSDALE | NY | 10530 | NONE | PC | WILLIAM KENTRIDGE : CENTER FOR LESS GOOD IDEAS | $4,100 | |
| FRESHGRASS PUBLIC FOUNDATION | ||||||||
| 1675 48TH AVE | SAN FRANCISCO | CA | 941222803 | NONE | PC | HAUS OF CODEC EMERGENCY SHELTER | $15,000 | |
| HAUS OF CODEC | ||||||||
| 133 MATHEWSON STREET UNIT 101 | PROVIDENCE | RI | 02903 | NONE | PC | GENERAL SUPPORT | $500 | |
| HOME FOR CONTEMPORARY THEATRE AND ART LTD | ||||||||
| 145 SIXTH AVENUE | NEW YORK | NY | 10013 | NONE | PC | FOR UPOR/LONDON'S LESSONS IN RESISTANCE PROJECT | $10,000 | |
| INTERNATIONAL THEATRE DEVELOPMENT INC | ||||||||
| 1519 W 36TH ST | BALTIMORE | MD | 21211 | NONE | PC | FOR : MALPASO DANCE COMPANY OF CUBA | $10,000 | |
| JOYCE THEATER FOUNDATION INC | ||||||||
| 175 EIGHTH AVENUE | NEW YORK | NY | 10011 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| JUDSON MEMORIAL CHURCH INC | ||||||||
| 239 THOMPSON ST | NEW YORK | NY | 10012 | NONE | PC | FOR: LA MAMA UMBRIA | $10,000 | |
| LA MAMA EXPERIMENTAL THEATRE CLUB INC | ||||||||
| 74A EAST 4TH STREET | NEW YORK | NY | 10003 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| LA MAMA EXPERIMENTAL THEATRE CLUB INC | ||||||||
| 74A EAST 4TH STREET | NEW YORK | NY | 10003 | NONE | PC | LA MAMA UMBRIA | $20,000 | |
| LA MAMA EXPERIMENTAL THEATRE CLUB INC | ||||||||
| 74A EAST 4TH STREET | NEW YORK | NY | 10003 | NONE | PC | GENERAL SUPPORT | $3,000 | |
| LAMA YESHE WISDOM ARCHIVE | ||||||||
| 6 GOOSE POND RD | LINCOLN | MA | 017732506 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| MABOU MINES DEVELOPMENT FOUNDATION INC | ||||||||
| PO BOX 777 PETER STUYVESANT STATION | NEW YORK | NY | 10009 | NONE | PC | GENERAL SUPPORT | $15,000 | |
| NEW DRAMATISTS INC | ||||||||
| 424 WEST 44TH STREET | NEW YORK | NY | 10036 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| NEW YORK SHAKESPEARE FESTIVAL | ||||||||
| 425 LAFAYETTE STREET | NEW YORK | NY | 10003 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| NEW YORK THEATRE WORKSHOP INC | ||||||||
| 79 E 4TH ST | NEW YORK | NY | 10003 | NONE | PC | GENERAL SUPPORT | $15,000 | |
| NOOR THEATRE | ||||||||
| PO BOX 1063 | NEW YORK | NY | 10276 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| NOTCH THEATRE COMPANY | ||||||||
| PO BOX 1144 | NEW YORK | NY | 10029 | NONE | PC | GENERAL SUPPORT | $30,000 | |
| ONE ART COMMUNITY CENTER | ||||||||
| 1431-39 N 52ND ST | PHILADELPHIA | PA | 19131 | NONE | PC | SACRED SEEDS | $15,000 | |
| ONE SQUARE WORLD | ||||||||
| 71 PETER PARLEY ROAD 2 | BOSTON | MA | 02130 | NONE | PC | GENERAL SUPPORT | $500 | |
| ORFEO ENSEMBLE INC | ||||||||
| S PLANT 190 CLAREMONT AVE APT 5A | NEW YORK | NY | 10027 | NONE | PC | GENERAL SUPPORT | $15,000 | |
| PAINTED BRIDE ART CENTER INC | ||||||||
| 4029 CAMBRIDGE STREET | PHILADELPHIA | PA | 19104 | NONE | PC | THE COLORED GIRLS MUSEUM | $10,000 | |
| PERSEVERANCE THEATRE INCORPORATED | ||||||||
| 914 THIRD ST | DOUGLAS | AK | 99824 | NONE | PC | FOR BLACK ALASKAN ART MATTERS AND CONSORTIUM OF ASIAN AMERICAN THEATERS AND ARTISTS | $20,000 | |
| PICK UP PERFORMANCE COMPANY INC | ||||||||
| 440 W 34TH ST | NEW YORK | NY | 10001 | NONE | PC | FOR: THE LGBTQ+ ARTISTS ARCHIVE | $10,000 | |
| POWERCORPSPHL | ||||||||
| 2300 W MASTER STREET | PHILADELPHIA | PA | 19121 | NONE | PC | GENERAL SUPPORT | $30,000 | |
| PRODUCER HUB INC | ||||||||
| 113 ADAMS DRIVE | PRINCETON | NJ | 08540 | NONE | PC | FOR: THE WHOLE OF TIME | $10,000 | |
| PROVIDENCE EYE | ||||||||
| 50 MAUDE ST | PROVIDENCE | RI | 02908 | NONE | PC | GENERAL SUPPORT | $500 | |
| PUBLIC TRUST | ||||||||
| 4017 WALNUT STREET | PHILADELPHIA | PA | 19104 | NONE | PC | BLACK SPATIAL RELICS REGRANTING FOR THE CONJURE FUND 2025/2026 COHORT | $20,000 | |
| RAFT FOUNDATION INC | ||||||||
| 418 BROADWAY 4137 | ALBANY | NY | 12207 | NONE | PC | SOLIDARITY FESTIVAL, THEATER WORKERS FOR A CEASEFIRE | $7,500 | |
| REFUGEE DEVELOPMENT CENTER INC | ||||||||
| 5509 S PENNSYLVANIA AVE | LANSING | MI | 48911 | NONE | PC | GENERAL SUPPORT | $500 | |
| SAFE SPACE PICTURES FOUNDATION | ||||||||
| 9963 ROBBINS DR | BEVERLY HILLS | CA | 902121641 | NONE | PC | CLOSE UP INITIATIVE | $100,000 | |
| SAN FRANCISCO FOOD BANK | ||||||||
| 900 PENNSYLVANIA AVENUE | SAN FRANCISCO | CA | 94107 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| SEVENTH REGIMENT ARMORY CONSERVANCY INC DBA PARK AVENUE ARMORY | ||||||||
| 643 PARK AVENUE | NEW YORK | NY | 10065 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| SHEARED INC | ||||||||
| 974 BRECKENRIDGE LANE 104 | LOUISVILLE | KY | 40207 | NONE | PC | FOR:THE KNOCK SHADOW | $5,000 | |
| SIGNATURE THEATRE COMPANY INC | ||||||||
| 480 WEST 42ND STREET | NEW YORK | NY | 10036 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| SPACE ON THE FARM INC | ||||||||
| PO BOX 699 | NEW YORK | NY | 10013 | NONE | PC | FOR: FAMILY RESIDENCY AT COLORADO LODGE | $10,000 | |
| TEACH WITH AFRICA | ||||||||
| 2269 CHESTNUT STREET 151 | SAN FRANCISCO | CA | 94123 | NONE | PC | GENERAL SUPPORT | $30,000 | |
| THE CENTER FOR UNDERSTANDING IN CONFLICT | ||||||||
| 829 SONOMA AVE | SANTA ROSA | CA | 954044757 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| THE GRADUATE CENTER FOUNDATION INC | ||||||||
| 365 FIFTH STREET 8TH FLOOR | NEW YORK | NY | 10016 | NONE | PC | FOR : THE DOWN TO EARTH FESTIVAL @ THE SEGAL THEATER CENTER | $10,000 | |
| THE PERFORMANCE ZONE INC | ||||||||
| 225 WEST 34TH STREET FLOOR 9 | NEW YORK | NY | 10122 | NONE | PC | FOR: NEW ROOTS AT WALHALLA FARM | $2,500 | |
| THEATRE COMMUNICATIONS GROUP INC | ||||||||
| 520 EIGHTH AVENUE FLOOR 20 SUITE | NEW YORK | NY | 100184156 | NONE | PC | GENERAL SUPPORT | $10,000 | 2000 |
| THEATRE OF THE OPPRESSED NYC | ||||||||
| 758 8TH AVE SUITE 300 | NEW YORK | NY | 10036 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| TIBET FUND | ||||||||
| 241 EAST 32ND STREET | NEW YORK | NY | 10016 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| TRANSIT BOOKS | ||||||||
| 2301 TELEGRAPH AVE | OAKLAND | CA | 94612 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| UNDER THE RADAR FESTIVAL INC | ||||||||
| 157 13TH ST | BROOKLYN | NY | 112154702 | NONE | PC | GENERAL SUPPORT | $30,000 | |
| WILBURY THEATRE GROUP | ||||||||
| 475 VALLEY STREET | PROVIDENCE | RI | 02908 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| WOOLLY MAMMOTH THEATRE CO | ||||||||
| 641 D ST NW | WASHINGTON | DC | 200042904 | NONE | PC | GENERAL SUPPORT | $30,000 | |
| WORLD CENTRAL KITCHEN INCORPORATED | ||||||||
| 200 MASSACHUSETTS AVE NW 7TH FLR | WASHINGTON | DC | 20001 | NONE | PC | LA FIRES | $10,000 | |
| ZACCHO S F | ||||||||
| 1001 PENNSYLVANIA AVE NW | WASHINGTON | DC | 20004 | NONE | PC | GENERAL SUPPORT | $120,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,181,100 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,687 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $182,434 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,716 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $341,636 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $532,473 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $532,473 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1 | LineNumberTxt |
| Relationship Statement | N/A | RelationshipStatementTxt |
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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| JKW FOUNDATION TR UA 092597 | |||||||
| 1 | C/O ANCHIN - 3 TIMES SQUARE | NEW YORK | NY | 10036 | $17,497,187 | Yes (X) | Yes (X) |
| WENDY VANDEN HEUVEL | |||||||
| 2 | C/O ANCHIN - 3 TIMES SQUARE | NEW YORK | NY | 10036 | $604,938 | Yes (X) | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (116 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 2,830 SHARES OF AMAZON.COM INC | $226,197 | 2025-09-03 |
| 1 | 735 SHARES OF AMERICAN TOWER CORP | $123,135 | 2025-09-03 |
| 1 | 1,605 SHARES OF ARES MANAGEMENT CORP | $61,971 | 2025-09-03 |
| 1 | 537 SHARES OF ARTHUR J GALLAGHER & CO | $123,734 | 2025-09-03 |
| 1 | 3,700 SHARES OF ASTRAZENECA PLC | $135,614 | 2025-09-03 |
| 1 | 8,025 SHARES OF ISHARES CORE MSCI EMERGING MARKETS ETF | $380,863 | 2025-09-03 |
| 1 | 3,707 SHARES OF APPLE INC | $128,359 | 2025-09-03 |
| 1 | 8,891 SHARES OF ISHARES MSCI EAFE ETF | $610,768 | 2025-09-03 |
| 1 | 3,450 SHARES OF ISHARES MSCI EAFE SMALL-CAP ETF | $173,875 | 2025-09-03 |
| 1 | 2,082 SHARES OF JPMORGAN CHASE & CO | $215,013 | 2025-09-03 |
| 1 | 1,800 SHARES OF ISHARES RUSSELL 2000 ETF | $214,458 | 2025-09-03 |
| 1 | 2,625 SHARES OF LAM RESEARCH CORP | $45,205 | 2025-09-03 |
| 1 | 575 SHARES OF MASTERCARD INC | $107,096 | 2025-09-03 |
| 1 | 300 SHARES OF MCDONALD'S CORP | $55,824 | 2025-09-03 |
| 1 | 534 SHARES OF META PLATFORMS INC | $265,757 | 2025-09-03 |
| 1 | 2,950 SHARES OF MORGAN STANLEY | $122,083 | 2025-09-03 |
| 1 | 6,352 SHARES OF NVIDIA CORP | $28,192 | 2025-09-03 |
| 1 | 1,750 SHARES OF PEPSICO INC | $176,550 | 2025-09-03 |
| 1 | 1,500 SHARES OF ABBOTT LABORATORIES | $103,504 | 2025-09-03 |
| 1 | 519 SHARES OF AIR PRODUCTS AND CHEMICALS INC | $123,199 | 2025-09-03 |
| 1 | 329 SHARES OF BLACKROCK INC | $120,061 | 2025-09-03 |
| 1 | 1,100 SHARES OF BROADCOM INC | $51,457 | 2025-09-03 |
| 1 | 24,479.579 UNITS OF CALVERT INTERNATIONAL EQUITY FUND | $604,500 | 2025-09-03 |
| 1 | 12,621.101 UNITS OF CLEARBRIDGE INTERNATIONAL GROWTH FUND | $826,562 | 2025-09-03 |
| 1 | 341 SHARES OF COSTCO WHOLESALE CORP | $67,959 | 2025-09-03 |
| 1 | 1,052 SHARES OF DANAHER CORP | $86,298 | 2025-09-03 |
| 1 | 682 SHARES OF EATON CORP PLC | $97,489 | 2025-09-03 |
| 1 | 341 SHARES OF ELI LILLY & CO | $276,826 | 2025-09-03 |
| 1 | 900 SHARES OF EVERGY INC | $65,788 | 2025-09-03 |
| 1 | 735 SHARES OF IQVIA HOLDINGS INC | $72,285 | 2025-09-03 |
| 1 | 82 SHARES OF NETFLIX INC | $99,086 | 2025-09-03 |
| 1 | 1,161 SHARES OF O'REILLY AUTOMOTIVE INC | $108,444 | 2025-09-03 |
| 1 | 677 SHARES OF PALO ALTO NETWORKS INC | $114,239 | 2025-09-03 |
| 1 | 400 SHARES OF QUANTA SERVICES INC | $135,730 | 2025-09-03 |
| 1 | 1,316 SHARES OF CHARLES SCHWAB CORP/THE | $56,243 | 2025-09-03 |
| 1 | 540 SHARES OF STRYKER CORP | $104,804 | 2025-09-03 |
| 1 | 160 SHARES OF SYNOPSYS INC | $93,343 | 2025-09-03 |
| 1 | 2,600 SHARES OF TJX COS INC/THE | $128,167 | 2025-09-03 |
| 1 | 2,552 SHARES OF WALMART INC | $164,394 | 2025-09-03 |
| 1 | 2,750 SHARES OF ALPHABET INC | $271,433 | 2025-09-03 |
| 1 | 775.00 SHARES OF TEXAS INSTRUMENTS INC | $130,419 | 2025-09-03 |
| 1 | 850.00 SHARES OF LOWE'S COS INC | $80,315 | 2025-09-03 |
| 1 | 2,315.00 SHARES OF MICROSOFT CORP | $236,380 | 2025-09-03 |
| 1 | 3,460 SHARES OF NEXTERA ENERGY INC | $152,483 | 2025-09-03 |
| 1 | 598.00 SHARES OF ORACLE CORP | $82,737 | 2025-09-03 |
| 1 | 142 SHARES OF SERVICENOW INC | $22,407 | 2025-09-03 |
| 1 | 1,500.00 SHARES OF CANADIAN PACIFIC KANSAS CITY LTD | $111,304 | 2025-09-03 |
| 1 | 262.00 SHARES OF NORTHROP GRUMMAN CORP | $123,639 | 2025-09-03 |
| 1 | 792.00 SHARES OF REPUBLIC SERVICES INC | $115,856 | 2025-09-03 |
| 1 | 575.00 SHARES OF SALESFORCE INC | $84,734 | 2025-09-03 |
| 1 | 800 SHARES OF ECOLAB INC | $115,353 | 2025-09-03 |
| 1 | 8,584.035 UNITS OF BOSTON TRUST SMID CAP FUND | $214,000 | 2025-09-03 |
| 1 | 592.00 SHARES OF DOVER CORP | $87,841 | 2025-09-03 |
| 1 | 3,435.00 SHARES OF ISHARES CMBS ETF | $173,684 | 2025-09-15 |
| 1 | 200,000.00 PAR VALUE OF GOLDMAN SACHS GROUP INC/THE VARIABLE 3.436% 24 FEB 2043 | $151,974 | 2025-09-15 |
| 1 | 130,000.00 PAR VALUE OF NEW MEXICO ST MTGE FIN AUTH TXBL-CLASS I-SER D 29 MAY 2025 6.25% 01 MAR 2056 | $135,518 | 2025-09-15 |
| 1 | 135,000.00 PAR VALUE OF CVS HEALTH CORP 6% 01 JUN 2044 | $134,183 | 2025-09-15 |
| 1 | 100,000.00 PAR VALUE OF OREGON ST DEPT OF ADMIN SVCS L TXBL-SER B 06 MAY 2025 5.281% 01 APR 2037 | $100,000 | 2025-09-15 |
| 1 | 100,000.00 PAR VALUE OF TRUIST FINANCIAL CORP VARIABLE 6.047% 08 JUN 2027 | $100,000 | 2025-09-15 |
| 1 | 100,000.00 PAR VALUE OF COMMONSPIRIT HEALTH 3.347% 01 OCT 2029 | $100,000 | 2025-09-15 |
| 1 | 30,000.00 PAR VALUE OF ESCAMBIA CNTY FL HLTH FACS AUT TXBL-REF-HEALTH CARE FACS REV 12 FEB 2020 3.60 | $30,000 | 2025-09-15 |
| 1 | 105,000.00 PAR VALUE OF CAPITAL ONE FINANCIAL CORP VARIABLE 5.268% 10 MAY 2033 | $105,000 | 2025-09-15 |
| 1 | 135,000.00 PAR VALUE OF THERMO FISHER SCIENTIFIC INC 5.2% 31 JAN 2034 | $134,792 | 2025-09-15 |
| 1 | 105,000.00 PAR VALUE OF HONEYWELL INTERNATIONAL INC 4.75% 01 FEB 2032 | $104,692 | 2025-09-15 |
| 1 | 1,137.00 SHARES OF ISHARES J.P. MORGAN USD EMERGING MARKETS BOND ETF | $119,929 | 2025-09-15 |
| 1 | 140,000.00 PAR VALUE OF CITIGROUP INC VARIABLE 6.27% 17 NOV 2033 | $140,000 | 2025-09-15 |
| 1 | 75,000.00 PAR VALUE OF COLORADO ST HSG & FIN AUTH TXBL-REF-SUSTAINABLE BOND-CLAS 21 JAN 2021 2.119% | $75,000 | 2025-09-15 |
| 1 | 90,000.00 PAR VALUE OF SOUTHERN CALIFORNIA GAS CO 5.2% 01 JUN 2033 | $89,824 | 2025-09-15 |
| 1 | 50,000.00 PAR VALUE OF MINNESOTA ST HSG FIN AGY TXBL-SER L 14 SEP 2023 6.25% 01 JUL 2053 | $51,155 | 2025-09-15 |
| 1 | 120,000.00 PAR VALUE OF PUBLIC SERVICE ENTERPRISE GROUP INC 5.4% 15 MAR 2035 | $119,981 | 2025-09-15 |
| 1 | 130,000.00 PAR VALUE OF MCDONALD'S CORP 4.95% 03 MAR 2035 | $129,808 | 2025-09-15 |
| 1 | 105,000.00 PAR VALUE OF FLORIDA ST HSG FIN CORP REVENU TXBL-HOMEOWNER MTGE-SER 6 12 OCT 2023 6.5% 01 | $107,057 | 2025-09-15 |
| 1 | 115,000.00 PAR VALUE OF SUTTER HEALTH 2.294% 15 AUG 2030 | $115,000 | 2025-09-15 |
| 1 | 85,000.00 PAR VALUE OF US BANCORP VARIABLE 5.775% 12 JUN 2029 | $85,000 | 2025-09-15 |
| 1 | 120,000.00 PAR VALUE OF STATE STREET CORP VARIABLE 4.164% 04 AUG 2033 | $120,000 | 2025-09-15 |
| 1 | 105,000.00 PAR VALUE OF AUTOMATIC DATA PROCESSING INC 4.45% 09 SEP 2034 | $104,623 | 2025-09-15 |
| 1 | 105,000.00 PAR VALUE OF FLORIDA POWER & LIGHT CO 5.3% 15 JUN 2034 | $108,726 | 2025-09-15 |
| 1 | 130,000.00 PAR VALUE OF LAS CRUCES NM GROSS RECPTS TAX TXBL 20 FEB 2025 5.62% 01 JUN 2044 | $130,000 | 2025-09-15 |
| 1 | 100,000.00 PAR VALUE OF FORT DODGE IA TXBL-ANNUAL APPROPRIATION-SER 26 MAR 2025 5.469% 01 JUN 2036 | $100,000 | 2025-09-15 |
| 1 | 95,000.00 PAR VALUE OF NORTH PLATTE NE COMB UTILITIES TXBL-SER B 14 AUG 2025 5.158% 15 DEC 2036 | $95,000 | 2025-09-15 |
| 1 | 40,000.00 PAR VALUE OF KENTUCKY ST HSG CORP SF MTGE TXBL-SF MTGE-SER B 31 JAN 2024 5.711% 01 JUL 204 | $40,000 | 2025-09-15 |
| 1 | 105,000.00 PAR VALUE OF COMCAST CORP 4.6% 15 OCT 2038 | $107,545 | 2025-09-15 |
| 1 | 95,000.00 PAR VALUE OF JPMORGAN CHASE & CO VARIABLE 5.35% 01 JUN 2034 | $95,000 | 2025-09-15 |
| 1 | 100,000.00 PAR VALUE OF GREENVILLE-SPARTANBURG SC ARPT TXBL-SER B 29 AUG 2024 5.106% 01 JUL 2035 | $100,000 | 2025-09-15 |
| 1 | 75,000.00 PAR VALUE OF MISSISSIPPI ST HOME CORP SF MT TXBL-SER D 09 AUG 2023 6.5% 01 DEC 2053 | $77,182 | 2025-09-15 |
| 1 | 160,000.00 PAR VALUE OF NORTH CAROLINA ST HSG FIN AGY TXBL-SUSTAINABLE BOND-1998 TRU 07 FEB 2024 5.6 | $160,000 | 2025-09-15 |
| 1 | 105,000.00 PAR VALUE OF CARMEL IN WTRWKS REVENUE TXBL-REF-SER B 29 JUL 2024 5.401% 01 MAY 2035 | $105,000 | 2025-09-15 |
| 1 | 70,000.00 PAR VALUE OF SOUTH BEND IN REDEV AUTH TXBL-MADISON LIFESTYLE DT PROJ 18 JUL 2024 5.32% 01 | $70,000 | 2025-09-15 |
| 1 | 55,000.00 PAR VALUE OF ARIZONA BRD OF RGTS TXBL-SUSTAINABLE BOND-SER C 27 APR 2022 4.116% 01 JUL 204 | $55,000 | 2025-09-15 |
| 1 | 50,000.00 PAR VALUE OF CALIFORNIA ST BUILD AMERICA BONDS-STEM CELL 28 APR 2009 4.988% 01 APR 2039 | $50,000 | 2025-09-15 |
| 1 | 95,000.00 PAR VALUE OF FEDERAL HOME LOAN MORTGAGE CORP 4.5% 25 SEP 2028 | $92,872 | 2025-09-15 |
| 1 | 75,000.00 PAR VALUE 6,045.107 CURRENT FACE OF FREDDIE MAC GOLD POOL FG G08615 3.5% 01 NOV 2044 | $6,329 | 2025-09-15 |
| 1 | 210,000.00 PAR VALUE OF UNITED STATES TREASURY NOTE/BOND 1.375% 31 DEC 2028 | $206,005 | 2025-09-15 |
| 1 | 25,000.00 PAR VALUE OF UNITED STATES TREASURY NOTE/BOND 1.5% 15 AUG 2026 | $22,960 | 2025-09-15 |
| 1 | 75,000.00 PAR VALUE 5,154.089 CURRENT FACE OF FREDDIE MAC GOLD POOL FG G08585 3.5% 01 MAY 2044 | $5,281 | 2025-09-15 |
| 1 | 465,000.00 PAR VALUE OF UNITED STATES TREASURY NOTE/BOND 4.625% 15 MAY 2044 | $468,340 | 2025-09-15 |
| 1 | 255,000.00 PAR VALUE OF UNITED STATES TREASURY NOTE/BOND 4.75% 15 NOV 2043 | $272,694 | 2025-09-15 |
| 1 | 55,000.00 PAR VALUE OF UNITED STATES TREASURY NOTE/BOND 2.25% 15 FEB 2027 | $51,865 | 2025-09-15 |
| 1 | 435,000.00 PAR VALUE 287,248.966 CURRENT FACE OF FANNIE MAE POOL FN MA4208 2% 01 DEC 2050 | $296,383 | 2025-09-15 |
| 1 | 75,000.00 PAR VALUE 7,559.185 CURRENT FACE OF FANNIE MAE POOL FN AX9528 3.5% 01 FEB 2045 | $7,942 | 2025-09-15 |
| 1 | 460,000.00 PAR VALUE 80,215.38 CURRENT FACE OF FANNIE MAE POOL FN MA3834 3% 01 NOV 2049 | $81,061 | 2025-09-15 |
| 1 | 355,000.00 PAR VALUE OF UNITED STATES TREASURY NOTE/BOND .625% 15 AUG 2030 | $354,210 | 2025-09-15 |
| 1 | 410,000.00 PAR VALUE 265,455.828 CURRENT FACE OF FANNIE MAE POOL FN MA4182 2% 01 NOV 2050 | $273,896 | 2025-09-15 |
| 1 | 410,000.00 PAR VALUE 211,866.266 CURRENT FACE OF FANNIE MAE POOL FN MA4183 2.5% 01 NOV 2050 | $221,309 | 2025-09-15 |
| 1 | 90,000.00 PAR VALUE OF UNITED STATES TREASURY NOTE/BOND 4.75% 15 FEB 2037 | $126,728 | 2025-09-15 |
| 1 | 410,000.00 PAR VALUE 219,900.269 CURRENT FACE OF FANNIE MAE POOL FN MA4210 2.5% 01 DEC 2050 | $229,779 | 2025-09-15 |
| 1 | 95,000.00 PAR VALUE 6,636.913 CURRENT FACE OF FREDDIE MAC GOLD POOL FG G08581 3.5% 01 APR 2044 | $6,800 | 2025-09-15 |
| 1 | 265,000.00 PAR VALUE OF UNITED STATES TREASURY NOTE/BOND 2.375% 15 MAY 2029 | $268,706 | 2025-09-15 |
| 1 | 240,000.00 PAR VALUE 26,310.77 CURRENT FACE OF FANNIE MAE POOL FN MA3745 3.5% 01 AUG 2049 | $26,968 | 2025-09-15 |
| 1 | 110,000.00 PAR VALUE OF BANK OF AMERICA CORP VARIABLE 5.015% 22 JUL 2033 | $111,781 | 2025-09-15 |
| 1 | 35,000.00 PAR VALUE OF BANK OF AMERICA CORP VARIABLE 5.015% 22 JUL 2033 | $35,567 | 2025-09-15 |
| 1 | 5,000.00 PAR VALUE OF KENTUCKY ST HSG CORP HSG REVEN TXBL-REF-SER A 29 JUN 2016 3.5% 01 JAN 2040 | $5,163 | 2025-09-15 |
| 1 | 507,462.72 UNITS OF CIM ENTERPRISE LOAN FUND, L.P. | $495,364 | 2025-11-03 |
| 2 | 1,685 SHARES OF VITAL FARMS INC | $75,024 | 2025-01-17 |
| 2 | 13,930 SHARES OF VITAL FARMS INC | $449,939 | 2025-03-10 |
| 2 | 1,615 SHARES OF VITAL FARMS INC | $79,975 | 2025-08-19 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,549 | Amt |
| Net Investment Income | $1,275 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,274 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (18 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AUTOMATIC DATA PROCESSING INC 4.45% 09 SEP 2034 | $104,623 | $104,683 |
| BANK OF AMERICA CORP VARIABLE 5.015% 22 JUL 2033 | $147,348 | $147,849 |
| CAPITAL ONE FINANCIAL CORP VARIABLE 5.268% 10 MAY 2033 | $105,000 | $107,692 |
| CITIGROUP INC VARIABLE 6.625% | $125,000 | $127,034 |
| COMCAST CORP 4.6% 15 OCT 2038 | $107,545 | $97,756 |
| COMMONSPIRIT HEALTH 3.347% 01 OCT 2029 | $100,000 | $96,637 |
| CVS HEALTH CORP 6% 01 JUN 2044 | $134,183 | $136,101 |
| GOLDMAN SACHS GROUP INC/THE VARIABLE 3.436% 24 FEB 2043 | $151,974 | $156,656 |
| HONEYWELL INTERNATIONAL INC 4.75% 01 FEB 2032 | $104,692 | $107,115 |
| ISHARES J.P. MORGAN EM LOCAL CURRENCY BOND ETF | $268,843 | $269,166 |
| JPMORGAN CHASE & CO VARIABLE 5.35% 01 JUN 2034 | $95,000 | $98,706 |
| MCDONALD'S CORP 4.95% 03 MAR 2035 | $129,808 | $131,740 |
| META PLATFORMS INC 4.875% 15 NOV 2035 | $179,968 | $179,759 |
| STATE STREET CORP VARIABLE 4.164% 04 AUG 2033 | $120,000 | $117,690 |
| SUTTER HEALTH 2.294% 15 AUG 2030 | $115,000 | $105,759 |
| THERMO FISHER SCIENTIFIC INC 5.2% 31 JAN 2034 | $134,792 | $141,037 |
| TRUIST FINANCIAL CORP VARIABLE 6.047% 08 JUN 2027 | $100,000 | $100,805 |
| US BANCORP VARIABLE 5.775% 12 JUN 2029 | $85,000 | $88,349 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (53 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ISHARES CORE MSCI EMERGING MARKETS ETF | $380,863 | $539,441 |
| BOSTON TRUST SMID CAP FUND | $214,000 | $210,996 |
| ISHARES RUSSELL 2000 ETF | $214,458 | $443,088 |
| ABBOTT LABORATORIES | $103,504 | $187,935 |
| AIR PRODUCTS AND CHEMICALS INC | $123,199 | $128,203 |
| ALPHABET INC | $271,433 | $862,950 |
| AMAZON.COM INC | $201,590 | $583,975 |
| AMERICAN TOWER CORP | $123,135 | $129,044 |
| APPLE INC | $128,359 | $1,007,785 |
| ARES MANAGEMENT CORP | $61,971 | $259,416 |
| ARTHUR J GALLAGHER & CO | $81,107 | $91,094 |
| BLACKROCK INC | $120,061 | $352,142 |
| BROADCOM INC | $51,457 | $380,710 |
| CHARLES SCHWAB CORP/THE | $40 | $100 |
| COSTCO WHOLESALE CORP | $67,959 | $294,058 |
| DANAHER CORP | $65,798 | $188,172 |
| DOVER CORP | $87,841 | $115,582 |
| EATON CORP PLC | $97,489 | $217,224 |
| ECOLAB INC | $115,353 | $210,016 |
| ELI LILLY & CO | $276,826 | $366,466 |
| EVERGY INC | $65,788 | $65,241 |
| IQVIA HOLDINGS INC | $72,285 | $165,676 |
| JPMORGAN CHASE & CO | $215,013 | $670,862 |
| LAM RESEARCH CORP | $45,205 | $449,348 |
| LOWE'S COS INC | $80,315 | $204,986 |
| MASTERCARD INC | $107,096 | $328,256 |
| MCDONALD'S CORP | $55,824 | $91,689 |
| META PLATFORMS INC | $265,757 | $352,488 |
| MICROSOFT CORP | $220,042 | $1,042,201 |
| MORGAN STANLEY | $122,083 | $523,714 |
| NETFLIX INC | $99,086 | $76,883 |
| NEXTERA ENERGY INC | $152,483 | $277,769 |
| NORTHROP GRUMMAN CORP | $123,639 | $149,395 |
| NVIDIA CORP | $28,192 | $1,184,648 |
| ORACLE CORP | $82,737 | $116,556 |
| O'REILLY AUTOMOTIVE INC | $108,444 | $105,895 |
| PALO ALTO NETWORKS INC | $114,239 | $124,703 |
| PEPSICO INC | $74,531 | $116,251 |
| QUANTA SERVICES INC | $135,730 | $168,824 |
| REPUBLIC SERVICES INC | $115,856 | $167,849 |
| SALESFORCE INC | $55,261 | $99,341 |
| SERVICENOW INC | $22,407 | $108,765 |
| STRYKER CORP | $104,804 | $189,794 |
| TEXAS INSTRUMENTS INC | $130,419 | $134,455 |
| TJX COS INC/THE | $128,167 | $399,386 |
| WALMART INC | $164,394 | $284,318 |
| ASTRAZENECA PLC | $135,614 | $340,141 |
| CALVERT INTERNATIONAL EQUITY FUND | $604,500 | $661,683 |
| CANADIAN PACIFIC KANSAS CITY LTD | $111,304 | $110,445 |
| CLEARBRIDGE INTERNATIONAL GROWTH FUND | $826,562 | $935,602 |
| ISHARES MSCI EAFE ETF | $610,768 | $853,803 |
| ISHARES MSCI EAFE SMALL-CAP ETF | $173,875 | $267,479 |
| ISHARES CMBS ETF | $173,684 | $168,590 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $2,970,236 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $2,637,199 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $1,520,929 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $1,527,448 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | CIM ENTERPRISE LOAN FUND, L.P. | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $500,212 | BookValueAmt |
| EOYFMV | $510,708 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $6,360 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6,360 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| NYS FILING FEE | $25 | $0 | $25 |
| REIMBURSEMENT TO THE ESTATE OF JEAN STEIN | $1,033 | $0 | $0 |
| OTHER DEDUCTIONS FROM PTE | $18 | $18 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET SECTION 1293 QEF ORDINARY INCOME | Desc |
| Revenue And Expenses Per Books | $4,716 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $4,716 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $4,716 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOUNDATION SOURCE - ADMIN EXP | $18,008 | $4,502 | $13,506 |
| FIDUCIARY TRUST COMPANY INVESTMENT FEES | $29,827 | $29,827 | $0 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JKW FOUNDATION TR UA 092597 | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O ANCHIN - 3 TIMES SQUARE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10036 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX ON NET INVESTMENT INCOME | $4,646 | $0 | $0 |
| FOREIGN TAX PAID | $37 | $37 | $0 |