CEDAR HILL FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- CEDAR HILL FOUNDATION (EIN 13-3948444)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-14
- IRS object ID
- 202621349349103577
- 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
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-14T12:56:06-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | 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 | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133948444 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CEDAR HILL FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % HOFFMAN MULLIGAN CPAS LLP | InCareOfNm |
| Business Name Control | CEDA | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 S DEARBORN IL-0111 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60603 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JENNIFER POTTER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2125831100 | PhoneNum |
| Signature | 2026-05-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JANET MULLIGAN CPA | PreparerPersonNm |
| PTIN | P00850378 | PTIN |
| Phone | 2125831100 | PhoneNum |
| Preparation | 2026-05-06 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $17,613,101 | 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 | $499,888 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $499,888 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $78,150 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,141,698 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $78,150 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $578,038 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $578,038 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $5,750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,875 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $2,875 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $107,811 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $107,811 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $13,415 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,378 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $81 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $81 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $127,057 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $116,064 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,956 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $745,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $745,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $872,057 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $116,064 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $747,956 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$294,019 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $461,974 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $270,260 | CashBOYAmt |
| Cash EOY | $301,818 | CashEOYAmt |
| Cash EOYFMV | $301,818 | CashEOYFMVAmt |
| Corporate Stock BOY | $5,431,561 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,618,893 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $11,729,980 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $7,310,486 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $5,797,577 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $5,581,303 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $13,012,307 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,718,288 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $17,613,101 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $13,012,307 | CapitalStockBOYAmt |
| Capital Stock EOY | $12,718,288 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $13,012,307 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $12,718,288 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $13,012,307 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $12,718,288 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $13,012,307 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$294,019 | ExcessRevenueOverExpensesAmt |
| Subtotal | $12,718,288 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $12,718,288 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| SHORT-TERM PUBLICLY TRADED SECURITIES | P | 2025-12-31 | $1,127,394 | $1,029,566 | $97,828 | $97,828 |
| LONG-TERM PUBLICLY TRADED SECURITIES | P | 2025-12-31 | $1,882,636 | $2,041,163 | -$151,346 | -$158,527 |
| LONG-TERM CAPITAL GAINS DISTRIBUTION | 2025-12-31 | $131,668 | $131,668 | $131,668 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $78,150 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,421 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $6,421 | SubtotalAmt |
| Tax Based On Investment Income | $6,421 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,800 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $8,800 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $28 | EsPenaltyAmt |
| Overpayment | $2,351 | OverpaymentAmt |
| Applied To ES Tax | $2,351 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| 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 | HOFFMAN MULLIGAN CPAS LLP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2125831100 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 61 BROADWAY SUITE 1601 | 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 |
| 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 (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 |
|---|---|---|---|---|---|---|---|---|
| JENNIFER POTTER BROWN | ||||||||
| 10 SOUTH DEARBORN STREET | CHICAGO | IL | 60603 | PRESIDENT | 0 | $0 | $0 | $0 |
| WILLIAM PARSONS JR ESQ | ||||||||
| 10 SOUTH DEARBORN STREET | CHICAGO | IL | 60603 | 0 | 0 | $0 | $0 | $0 |
| MS JULIA THIERIOT | ||||||||
| 10 SOUTH DEARBORN STREET | CHICAGO | IL | 60603 | VICE PRESIDENT | 0 | $0 | $0 | $0 |
| CLARE POTTER | ||||||||
| 10 SOUTH DEARBORN STREET | CHICAGO | IL | 60603 | SECRETARY | 0 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JP MORGAN | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 270 PARK AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT ADVISORY | ServiceTypeTxt |
| Compensation | $107,811 | CompensationAmt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $16,503,571 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $450,768 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $16,954,339 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $16,954,339 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $254,315 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $16,700,024 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $835,001 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $835,001 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,421 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,421 | TotalTaxAmt |
| Distributable Before Adj | $828,580 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $828,580 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $828,580 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $747,956 | 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 | $747,956 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $828,580 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2023 | PriorYear1Yr |
| Prior Year2 | 2022 | PriorYear2Yr |
| Prior Year3 | 2021 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $69,589 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $69,589 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $747,956 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $747,956 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $69,589 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $69,589 | ExcessDistributionCyovAppCYAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $11,035 | UndistributedIncomeCYAmt |
| 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 (19 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| NEW CANAAN CARES | ||||||||
| 848 WEED STREET | NEW CANAAN | CT | 06840 | NONE | PC | GENERAL PURPOSE | $5,000 | |
| THE CATHEDRAL SCHOOL OF ST JOHN THE DIVINE | ||||||||
| 1047 AMSTERDAM AVENUE | NEW YORK | NY | 10025 | NONE | PC | GENERAL PURPOSE | $30,000 | |
| THE PERCH MUSIC & ARTS WORKSHOP | ||||||||
| 2321 EMERALD STREET | PHILADELPHIA | PA | 19125 | NONE | PC | GENERAL PURPOSE | $70,000 | |
| HUNTER'S CMT4B3 RESEARCH FOUNDATION | ||||||||
| 77 GARDEN ROAD | SCARSDALE | NY | 10583 | NONE | PC | GENERAL PURPOSE | $15,000 | |
| COX SCIENCE CENTER & AQUARIUM | ||||||||
| 4801 DREHER TRAIL N | WEST PALM BEACH | FL | 33405 | NONE | PC | GENERAL PURPOSE | $60,000 | |
| AN OPEN BOOK FOUNDATION | ||||||||
| 508 KENNEDY ST NW 309 | WASHINGTON DC | DC | 20011 | NONE | PC | GENERAL PURPOSE | $20,000 | |
| HOSPITAL FOR SPECIAL SURGERY | ||||||||
| 535 EAST 70TH STREET | NEW YORK | NY | 10021 | NONE | PC | GENERAL PURPOSE | $75,000 | |
| COLD SPRING HARBOR LABORATORY | ||||||||
| ONE BUNGTOWN ROAD | COLD SPRING HARBOR | NY | 11724 | NONE | PC | GENERAL PURPOSE | $65,000 | |
| THE RIVER SCHOOL | ||||||||
| 4880 MACARTHUR BLVD NW | WASHINGTON DC | DC | 20007 | NONE | PC | GENERAL PURPOSE | $35,000 | |
| YOUCANFREEUS FOUNDATION | ||||||||
| PO BOX 271596 | FLOWER MOUND | TX | 75027 | NONE | PC | GENERAL PURPOSE | $100,000 | |
| DC KINCARE ALLIANCE | ||||||||
| 1101 CONNECTICUT AVENUE NW | WASHINGTON DC | DC | 20036 | NONE | PC | GENERAL PURPOSE | $20,000 | STE 450 |
| HORIZONS AT NEW CANAAN COUNTRY SCHOOL | ||||||||
| 635 FROGTOWN ROAD | NEW CANAAN | CT | 06840 | NONE | PC | GENERAL PURPOSE | $25,000 | |
| THE HALO FOUNDATION | ||||||||
| 1600 GENESSEE STREET | KANSAS CITY | MO | 64102 | NONE | PC | GENERAL PURPOSE | $50,000 | SUITE 200 |
| SMITHSONIAN INSTITUTION ZOO | ||||||||
| 3001 CONNECTICUT AVE NW | WASHINGTON | DC | 20008 | NONE | PC | GENERAL PURPOSE | $50,000 | |
| SAINT SACREMENT | ||||||||
| 4879 LAKE SHORE DR | BOLTON LANDING | NY | 12814 | NONE | PC | GENERAL PURPOSE | $5,000 | |
| CHARITIES AID FOUNDATION AMERICA | ||||||||
| 225 REINEKERS LANE | ALEXANDRIA | VA | 22314 | NONE | PC | GENERAL PURPOSE | $45,000 | |
| EDESIA INC | ||||||||
| 550 ROMANO VINEYARD WAY | NORTH KINGSTOWN | RI | 02852 | NONE | PC | GENERAL PURPOSE | $20,000 | |
| AMERICARES FOUNDATION INC | ||||||||
| 88 HAMILTON AVENUE | STAMFORD | CT | 06902 | NONE | PC | GENERAL PURPOSE | $25,000 | |
| RAIR (RECYCLED ARTIST IN RESIDENCY) | ||||||||
| 7333 MILNOR STREET | PHILADELPHIA | PA | 19136 | NONE | PC | GENERAL PURPOSE | $30,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $745,000 | 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 | $499,888 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $78,150 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LITIGATION SETTLEMENT | Desc |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $578,038 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $578,038 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $5,750 | Amt |
| Net Investment Income | $2,875 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,875 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (11 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ISHARES US TREASURY BOND ETF | $316,642 | $314,890 |
| PIMCO INCOME FUND-INS | $132,678 | $126,459 |
| VANGUARD TOTAL BOND MARKET | $566,397 | $556,043 |
| VANGUARD MORTGAGE-BACKED SEC | $188,773 | $192,086 |
| VANGUARD INT-TERM CORPORATE | $238,760 | $253,093 |
| SIX CIRCLES ULTR SHRT DUR | $120,887 | $121,421 |
| VANGUARD TOTAL INTL BOND ETF | $1,044,416 | $977,079 |
| VANGUARD TTL INTL BND-ADM | $540,770 | $481,127 |
| SIX CIRCLES GLOBAL BOND | $2,192,671 | $2,097,589 |
| SIX CIRCLES CREDIT OPPORT | $330,075 | $344,845 |
| VANGUARD TL BD MKT IDX-ADM | $125,508 | $116,671 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FIDELITY 500 INDEX FUND | $3,413,444 | $6,835,459 |
| SIX CIRCLES US UNCONSTR EQ | $1,356,289 | $2,297,168 |
| SIX CIRCLES INTL UNCON EQ | $964,993 | $1,409,064 |
| JPMORGAN BETABUILDERS EUR ETF | $173,902 | $179,365 |
| JPMORGAN BETABUILDERS JAP ETF | $314,902 | $439,752 |
| JPMORGAN BETABUILDERS DEVELO | $234,217 | $258,924 |
| JPMORGAN BETABUILDERS CANADA | $161,146 | $310,248 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| FILING FEES | $81 | $81 |
| OTHER EXPENSES |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LITIGATION SETTLEMENT | Desc |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $107,811 | Amt |
| Net Investment Income | $107,811 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FEDERAL TAXES PAID | $8,037 | |
| FOREIGN TAXES PAID | $5,378 | $5,378 |