WOODSHOUSE FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- WOODSHOUSE FOUNDATION (EIN 13-6983078)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-13
- IRS object ID
- 202621339349103227
- 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 Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-13T14:08:28-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 132709344 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHEEHAN & COMPANY CPA PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 165 ORINOCO DRIVE | AddressLine1Txt |
| City | BRIGHTWATERS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11718 | 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 | 136983078 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WOODSHOUSE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WOOD | BusinessNameControlTxt |
| Phone | 2122966237 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 FAWCETT PLACE | AddressLine1Txt |
| City | GREENWICH | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06830 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WENDE RACTLIFFE | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 2122966237 | PhoneNum |
| Signature | 2026-05-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CYNTHIA BARRY | PreparerPersonNm |
| PTIN | P01281408 | PTIN |
| Phone | 6316657040 | 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 | $12,635,965 | 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 | $111,839 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $111,839 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,698,776 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,584,707 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,698,776 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $9,332 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $9,332 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,819,947 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,819,947 | 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 | $380 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $380 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $7,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $7,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,200 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,200 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $11,905 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $611 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $63,135 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $63,135 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $84,120 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $72,826 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,212,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,212,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,296,620 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $72,826 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,212,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$476,673 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,747,121 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $439,391 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $214,072 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $214,072 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $384,766 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $4,608,089 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,741,501 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $12,411,856 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $10,037 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $10,037 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $10,037 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $5,442,283 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,965,610 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $12,635,965 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,211,514 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,211,514 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $4,230,769 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,754,096 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,442,283 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,965,610 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,442,283 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,965,610 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,442,283 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$476,673 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,965,610 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,965,610 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| ST COVERED MORGAN STANLEY X9529 - G | P | $32,740 | $29,974 | $2,766 | $2,766 |
| LT COVERED MORGAN STANLEY X9529 - G | P | $1,423,823 | $939,059 | $484,764 | $484,764 |
| LT NONCOVERED MORGAN STANLEY X9529 - G | P | $269,131 | $47,287 | $221,844 | $221,844 |
| ST COVERED MORGAN STANLEY X9529 - W | P | $65,158 | $57,788 | $7,370 | $7,370 |
| LT COVERED MORGAN STANLEY X9529 - W | P | $566,588 | $267,716 | $298,872 | $298,872 |
| LT NONCOVERED MORGAN STANLEY X9529 - W | P | $230,839 | $34,998 | $195,841 | $195,841 |
| LT COVERED MORGAN STANLEY X2529 - B | P | $712,159 | $456,663 | $255,496 | $255,496 |
| LT NONCOVERED MORGAN STANLEY X2529 - B | P | $284,269 | $52,446 | $231,823 | $231,823 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,698,776 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $24,285 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $24,285 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $24,285 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $11,800 | 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 | $11,800 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $12,485 | 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 | CT | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | WENDE RACTLIFFE THOMAS FRAME | IndividualWithBooksNm |
| Phone | 2122966237 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE FAWCETT PLACE | AddressLine1Txt |
| City | GREENWICH | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06830 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| WENDE RACTLIFFE | ||||||||
| 4201 BLOOMFIELD ROAD | SEBASTOPOL | CA | 95472 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| GRETCHEN BIGGS | ||||||||
| 15 FENWAY ROAD | WESTERLY | RI | 02891 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| BARTON W BIGGS | ||||||||
| 4026 RIVER ROAD | FABER | VA | 22938 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| THOMAS FRAME | ||||||||
| 1 FAWCETT PLACE | GREENWICH | CT | 06830 | INVESTMENT MANAGER | 10.00 | $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 | $12,609,486 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $311,798 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $10,037 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $12,931,321 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $12,931,321 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $193,970 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $12,737,351 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $636,868 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $636,868 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $24,285 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $24,285 | TotalTaxAmt |
| Distributable Before Adj | $612,583 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $612,583 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $612,583 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,212,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,212,500 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $612,583 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $317,972 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $674,370 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $827,893 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $580,171 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $440,719 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,841,125 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,212,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $612,583 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,599,917 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $4,441,042 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $317,972 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $4,123,070 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $674,370 | ExcessFromYear4Amt |
| Excess From Year3 | $827,893 | ExcessFromYear3Amt |
| Excess From Year2 | $580,171 | ExcessFromYear2Amt |
| Excess From Year1 | $440,719 | ExcessFromYear1Amt |
| Excess From Current Year | $1,599,917 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (27 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ANTHROPOSOPHIC PRESS INC DBA STEINER BOOKS | ||||||||||||
| PO BOX 58 | HUDSON | NY | 12534 | NONE | PC | TO SUPPORT THE ORGANIZATION'S MISSION | $7,500 | |||||
| ASSOC AAVIC TEAM | ||||||||||||
| NONE | PC | TO SUPPORT THE ORGANIZATION'S MISSION | $12,000 | 3 PLACE JULES FERRY | YZEURE | YZEURE | FR | 03400 | ||||
| BRUCE MUSEUM INC | ||||||||||||
| 1 MUSEUM DR | GREENWICCH | CT | 06830 | NONE | PC | TO SUPPORT THE ORGANIZATION'S MISSION | $40,000 | |||||
| CHORUS OF WESTERLEY | ||||||||||||
| 119 HIGH STREET | WESTERLY | RI | 02891 | NONE | PC | TO SUPPORT THE ORGANIZATION'S MISSION | $15,000 | |||||
| CHRISTIAN COMMUNITY | ||||||||||||
| 309 W 74TH STREET | NEW YORK | NY | 10023 | NONE | PC | TO SUPPORT THE ORGANIZATION'S MISSION | $6,000 | |||||
| CORNELL UNIVERSITY | ||||||||||||
| 377 PINE TREE RD | ITHACA | NY | 14850 | NONE | PC | TO SUPPORT THE ORGANIZATIONS MISSION | $10,000 | |||||
| FAIRFIELD UNIVERSITY | ||||||||||||
| 1073 N BENSON RD | FAIRFIELD | CT | 06824 | NONE | PC | TO SUPPORT THE ORGANIZATIONS MISSION | $40,000 | |||||
| GRADALIS | ||||||||||||
| 7004 LA CUESTA LN | CITRUS HEIGHTS | CA | 95621 | NONE | PC | TO SUPPORT THE ORGANIZATIONS MISSION | $50,000 | |||||
| GREENWICH HOSPITAL | ||||||||||||
| 5 PERRYRIDGE ROAD | GREENWICH | CT | 06830 | NONE | PC | TO SUPPORT THE ORGANIZATIONS MISSION | $30,000 | |||||
| GRUNT STYLE FOUNDATION | ||||||||||||
| 900 BROADWAY ST | SAN ANTONIO | TX | 78215 | NONE | PC | TO SUPPORT THE ORGANIZATIONS MISSION | $17,000 | |||||
| HORSE OF CT | ||||||||||||
| 43 WILBUR ROAD | WASHINGTON | CT | 06777 | NONE | PC | TO SUPPORT THE ORGANIZATIONS MISSION | $10,000 | |||||
| IMPACT SOCIETY GLOBAL | ||||||||||||
| 110 E 25TH ST | NEW YORK CITY | NY | 10010 | NONE | PC | TO SUPPORT THE ORGANIZATION'S MISSION | $25,000 | |||||
| LAKOTA WALDORF SOCIETY | ||||||||||||
| PO BOX 527 | KYLE | SD | 57752 | NONE | PC | TO SUPPORT THE ORGANIZATION'S MISSION | $15,000 | |||||
| LAW PROJECT FOR PSYCHIATRIC RIGHTS | ||||||||||||
| 406 G STREET SUITE 206 | ANCHORAGE | AK | 99501 | NONE | PC | TO SUPPORT THE ORGANIZATIONS MISSION | $22,000 | |||||
| LIBRARY CIRCLE OF FRIENDS | ||||||||||||
| PO BOX 133 | PHILMONT | NY | 12565 | NONE | PC | TO SUPPORT THE ORGANIZATION'S MISSION | $50,000 | |||||
| MEADOWBROOK WALDORF SCHOOL | ||||||||||||
| 300 KINGSTON ROAD | KINGSTON | RI | 02892 | NONE | PC | TO SUPPORT THE ORGANIZATION'S MISSION | $15,000 | |||||
| MILWAUKEE MONTESSORI SOCIETY INC | ||||||||||||
| 345 NORTH 95TH STREET | MILWAUKEE | WI | 53226 | NONE | PC | TO SUPPORT THE ORGANIZATION'S MISSION | $100,000 | |||||
| MS GIFT FUND (MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INC) | ||||||||||||
| 8910 PURDUE RD 500 | INDIANAPOLIS | IN | 46268 | NONE | PC | TO SUPPORT THE ORGANIZATION'S MISSION. | $300,000 | |||||
| NORTH BRANCH SCHOOL | ||||||||||||
| 221 MICKENS ROAD | AFTON | VA | 22920 | NONE | PC | TO SUPPORT THE ORGANIZATION'S MISSION | $162,000 | |||||
| PERISCOPE FOUNDATION | ||||||||||||
| 30 7TH ST E STE 2000 | ST PAUL | MN | 55101 | NONE | PC | TO SUPPORT THE ORGANIZATIONS MISSION | $60,000 | |||||
| QUINCY INSTITUTE FOR RESPONSIBLE STATECRAFT | ||||||||||||
| 2000 PENNSYLVANIA AVE 7000 | WASHINGTON | DC | 20006 | NONE | PC | TO SUPPORT THE ORGANIZATION'S MISSION | $50,000 | |||||
| REAL ORGANIC PROJECT INC | ||||||||||||
| 82 WILSON ROAD | EAST THETFORD | VT | 05043 | NONE | PC | TO SUPPORT THE ORGANIZATION'S MISSION | $50,000 | |||||
| RESTORE CHILDHOOD | ||||||||||||
| 2248 BROADWAY STE 1325 | NEW YORK CITY | NY | 10024 | NONE | PC | TO SUPPORT THE ORGANIZATIONS MISSION | $10,000 | |||||
| RSF SOCIAL FINANCE | ||||||||||||
| PO BOX 2007 | SAN FRANCISCO | CA | 94126 | NONE | PC | TO SUPPORT THE ORGANIZATIONS MISSION | $100,000 | |||||
| SCIENTIFIC ALLIANCE FOR EDUCATION | ||||||||||||
| 561 SHUNPIKE ROAD | SHEFFIELD | MA | 01257 | NONE | PC | TO SUPPORT THE ORGANIZATION'S MISSION. | $10,000 | |||||
| SELF REALIZATION FELLOWSHIP | ||||||||||||
| 217 EAST 28TH STREET | NEW YORK | NY | 10016 | NONE | PC | TO SUPPORT THE ORGANIZATION'S MISSION. | $1,000,000 | |||||
| THREEFOLD EDUCATIONAL FOUNDATION | ||||||||||||
| 285 HUNGRY HOLLOW ROAD | CHESTNUT RIDGE | NY | 10977 | NONE | PC | TO SUPPORT THE ORGANIZATION'S MISSION | $6,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,212,500 | 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 | $111,839 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $1,698,776 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|
| ROYALTIES | $9,307 |
| 1099-MISC OTHER INCOME | $25 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $111,839 | ExclusionAmt |
| Related Or Exempt Function Incm | $1,708,108 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,819,947 | 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 | 8 | LineNumberTxt |
| Relationship Statement | THE FOUNDATION IS SOLELY A GRANT-MAKING ORGANIZATION AND INVESTS FUNDS TO PRODUCE INCOME TO MAKE SUCH GRANTS AND TO PAY EXPENSES OF ADMINISTERING THE FOUNDATION. THE AMOUNT SHOWN ON LINE 8 IS NOT DERIVED FROM ANY "TRADE OR BUSINESS" CONDUCTED BY THE FOUNDATION, BUT MERELY REFLECTS A NORMAL RETURN ON THE FOUNDATION'S ASSETS. | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $7,500 | Amt |
| Net Investment Income | $7,500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (25 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 3480 ALPHABET INC CL C (GOOGL) | $108,328 | $1,092,024 |
| 2000 ALPHABET INC CL A (GOOGL) | $36,158 | $626,000 |
| 4275 AMAZON | $421,903 | $986,756 |
| 95 AUTOZONE | $109,390 | $322,193 |
| 1090 MASTERCARD | $56,427 | $622,259 |
| 650 AUTOMATIC DATA PROCESSING INC (ADP) | $165,225 | $167,200 |
| 1630 VISA | $60,873 | $571,657 |
| 2690 APPLE | $49,155 | $731,303 |
| 243 MARKEL | $208,403 | $522,365 |
| 940 STRYKER CORP | $64,989 | $330,382 |
| 1475 BERKSHIRE HATHAWAY | $210,104 | $741,409 |
| 1050 META PLATFORMS INC CL A (FB) | $113,695 | $693,095 |
| 2030 MICROSOFT CORP | $96,189 | $981,749 |
| 1420 JPMORGAN CHASE & CO (JPM) | $137,783 | $457,552 |
| 1550 UNION PACIFIC | $162,216 | $358,546 |
| 1070 HOME DEPOT (HD) | $305,753 | $368,187 |
| 750 S&P GLOBAL INC COM (SPGI) | $282,598 | $391,943 |
| 457 ASML HOLDING NV NY REG NEW (ASML) | $324,899 | $488,926 |
| 2000 OLD DOMINION FREIGHT LINE (ODFL) | $315,964 | $313,600 |
| 365 MSCI INC COM (MSCI) | $171,081 | $209,411 |
| 450 ACCENTURE PLC IRELAND CL A (ACN) | $111,759 | $120,735 |
| 2240 HERSHEY (HSY) | $335,899 | $407,635 |
| 323 METTLER TOLEDO INTL (MTD) | $382,387 | $450,323 |
| 4320 NETFLIX INC (NFLX) | $458,760 | $405,043 |
| MSILF GOVERNMENT INST (MVRXX) | $51,563 | $51,563 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | HONEYCOMB - IMBY NEWSPAPER | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $10,037 | BookValueAmt |
| EOYFMV | $10,037 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $380 | LegalFeesAmt |
| Net Investment Income | $380 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT EXPENSES | $62,960 | $62,960 | $0 |
| AAA ANNUAL SERVICE FEE | $175 | $175 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| ROYALTIES | $9,307 | $9,307 | $9,307 |
| 1099-MISC OTHER INCOME | $25 | $25 | $25 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONSULTING FEES | CategoryTxt |
| Amt | $1,200 | Amt |
| Net Investment Income | $1,200 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $611 | $611 | $0 |
| EXCISE TAXES | $11,294 | $0 | $0 |