KNEISEL FOUNDATION INC: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- KNEISEL FOUNDATION INC (EIN 04-3136120)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-15
- IRS object ID
- 202621359349101777
- Schema version
- 2025v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Decreases Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-15T09:50:48-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 331197384 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDERSEN TAX LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1700 EAST PUTNAM AVENUE SUITE 408 | AddressLine1Txt |
| City | OLD GREENWICH | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06870 | 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 | 043136120 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE KNEISEL FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KNEI | BusinessNameControlTxt |
| Phone | 9789225000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | GLOVSKY GLOVSKY 8 WASHINGTON STR | AddressLine1Txt |
| City | BEVERLY | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01915 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM J KNEISEL | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9789225000 | PhoneNum |
| Signature | 2026-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHRIS CARREIRA | PreparerPersonNm |
| PTIN | P01250834 | PTIN |
| Phone | 2039873660 | 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 | $4,908,493 | 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 |
| Interest On Sav Rev And Expnss | $53 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $53 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $71,362 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $71,362 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $184,577 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $392,256 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $184,577 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,383 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $258,375 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $255,992 | 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 | $2,156 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $2,156 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,550 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,775 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,775 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $35 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $35 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $7,741 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,775 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,966 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $453,050 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $453,050 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $460,791 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,775 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $458,016 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$202,416 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $253,217 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $36,002 | CashBOYAmt |
| Cash EOY | $15,558 | CashEOYAmt |
| Cash EOYFMV | $15,558 | CashEOYFMVAmt |
| Corporate Stock BOY | $1,915,106 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,780,479 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,300,037 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $649,502 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $599,713 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $592,898 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $2,600,610 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,395,750 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,908,493 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,305 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,305 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $421,408 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $421,408 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $2,177,897 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,973,037 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,600,610 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,395,750 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,600,610 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,395,750 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,600,610 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$202,416 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,398,194 | SubtotalAmt |
| Other Decreases | $2,444 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,395,750 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | 2025-12-31 | $56 | $56 | $0 | $0 |
| PUBLICLY TRADED SECURITIES | P | 2025-12-31 | $392,200 | $207,623 | $184,577 | $184,577 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $184,577 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,520 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,520 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,520 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,518 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $5,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $7,518 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $7 | EsPenaltyAmt |
| Overpayment | $3,991 | OverpaymentAmt |
| Applied To ES Tax | $3,991 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | MA | 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 | ANTHONY P FUSCO | IndividualWithBooksNm |
| Phone | 9789225000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8 WASHINGTON STREET | AddressLine1Txt |
| City | BEVERLY | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01915 | 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 (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| WILLIAM J KNEISEL | ||||||||
| 50 MASCONOMO STREET | MANCHESTER | MA | 01944 | PRESIDENT & DIRECTOR | 0.00 | $0 | $0 | $0 |
| ANNE H KNEISEL | ||||||||
| 50 MASCONOMO STREET | MANCHESTER | MA | 01944 | VICE PRESIDENT & DIRECTOR | 0.00 | $0 | $0 | $0 |
| WILLIAM J KNEISEL | ||||||||
| 50 MASCONOMO STREET | MANCHESTER | MA | 01982 | TREASURER | 0.00 | $0 | $0 | $0 |
| ANTHONY P FUSCO | ||||||||
| 63 SHARON ROAD | HAMILTON | MA | 01944 | CLERK | 0.00 | $0 | $0 | $0 |
| WILLIAM J PARSONS JR | ||||||||
| 16 CHERRYWOOD ROAD | LOCUST VALLEY | NY | 11560 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| PAULA A RYAN | ||||||||
| 615 ELY AVENUE | PELHAM MANOR | NY | 10803 | DIRECTOR | 0.00 | $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 | $4,734,830 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $11,244 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,746,074 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,746,074 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $71,191 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,674,883 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $233,744 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $233,744 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,520 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,520 | TotalTaxAmt |
| Distributable Before Adj | $230,224 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $230,224 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $230,224 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $458,016 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $458,016 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $230,224 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $114,178 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $129,410 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $138,811 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $171,457 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $144,347 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $698,203 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $458,016 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $230,224 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $227,792 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $925,995 | 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 | $114,178 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $811,817 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $129,410 | ExcessFromYear4Amt |
| Excess From Year3 | $138,811 | ExcessFromYear3Amt |
| Excess From Year2 | $171,457 | ExcessFromYear2Amt |
| Excess From Year1 | $144,347 | ExcessFromYear1Amt |
| Excess From Current Year | $227,792 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | WILLIAM J KNEISEL | ContributingManagerNm |
| Contributing Manager | ANNE H KNEISEL | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (64 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ADIRONDACK FOUNDATION | |||||||
| 304 BEAR CLUB ROAD | LAKE PLACID | NY | 12946 | NONE | PC | GENERAL PURPOSE | $1,500 |
| AUTISM SPEAKS | |||||||
| 50 F ST NW SUITE 360 | WASHINGTON | DC | 20001 | NONE | PC | GENERAL PURPOSE | $500 |
| BABSON COLLEGE | |||||||
| 231 FOREST STREET | BABSON PARK | MA | 02457 | NONE | PC | GENERAL PURPOSE | $2,500 |
| BEVERLY BOOTSTRAPS | |||||||
| 35 PARK STREET | BEVERLY | MA | 01915 | NONE | PC | GENERAL PURPOSE | $2,500 |
| BEVERLY HOSPITAL | |||||||
| 85 HERRICK STREET | BEVERLY | MA | 01915 | NONE | PC | GENERAL PURPOSE | $2,500 |
| BROOKWOOD SCHOOL | |||||||
| 1 BROOKWOOD ROAD | MANCHESTER | MA | 01944 | NONE | PC | GENERAL PURPOSE | $62,000 |
| CAPE ANN MUSEUM | |||||||
| 27 PLEASANT STREET | GLOUCESTER | MA | 01930 | NONE | PC | GENERAL PURPOSE | $55,000 |
| CHANGE IS SIMPLE | |||||||
| 100 CUMMINGS CENTER SUITE 227Q | BEVERLY | MA | 01915 | NONE | PC | GENERAL PURPOSE | $2,500 |
| CHARLOTTE COUNTRY DAY SCHOOL | |||||||
| 1440 CARMEL ROAD | CHARLOTTE | NC | 28226 | NONE | PC | GENERAL PURPOSE | $12,500 |
| CONNECTICUT COLLEGE | |||||||
| 270 MOHEGAN AVE PKWY | NEW LONDON | CT | 06320 | NONE | PC | GENERAL PURPOSE | $2,500 |
| CONSERVATION LAW FOUNDATION | |||||||
| 62 SUMMER STREET | BOSTON | MA | 02110 | NONE | PC | GENERAL PURPOSE | $2,000 |
| DARTMOUTH COLLEGE | |||||||
| 6016 MCNUTT HALL | HANOVER | NH | 03755 | NONE | PC | GENERAL PURPOSE | $10,000 |
| FLYING KITES | |||||||
| 770 LEGACY PLACE | DEDHAM | MA | 02026 | NONE | PC | GENERAL PURPOSE | $2,500 |
| GREENWICH UNITED WAY | |||||||
| 500 WEST PUTNAM AVENUE 415 | GREENWICH | CT | 06830 | NONE | PC | GENERAL PURPOSE | $2,500 |
| HARVARD BUSINESS SCHOOL | |||||||
| SOLDIERS FIELD | BOSTON | MA | 02163 | NONE | PC | GENERAL PURPOSE | $27,500 |
| HOOPER FUND | |||||||
| PO BOX 544 | MANCHESTER | MA | 01944 | NONE | PC | GENERAL PURPOSE | $15,000 |
| HOPKINS SCHOOL | |||||||
| 986 FOREST ROAD | NEW HAVEN | CT | 06515 | NONE | PC | GENERAL PURPOSE | $56,000 |
| HORIZONS NATIONAL | |||||||
| 120 POST ROAD W202 | WESTPORT | CT | 06880 | NONE | PC | GENERAL PURPOSE | $1,000 |
| ISLAND ACADEMY | |||||||
| 63 WEST 125 TH STREET 4TH FLOOR | NEW YORK | NY | 10027 | NONE | PC | GENERAL PURPOSE | $5,000 |
| KNEISEL HALL | |||||||
| 54 MAIN STREET | BLUE HILL | ME | 04614 | NONE | PC | GENERAL PURPOSE | $500 |
| M E C T | |||||||
| PO BOX 2895 | ALBANY | NY | 12220 | NONE | PC | GENERAL PURPOSE | $7,500 |
| METROPOLITAN OPERA | |||||||
| 30 LINCOLN CENTER | NEW YORK | NY | 10023 | NONE | PC | GENERAL PURPOSE | $10,000 |
| NEW YORK PUBLIC RADIO | |||||||
| 160 VARICK STREET | NEW YORK | NY | 10013 | NONE | PC | GENERAL PURPOSE | $1,000 |
| NORTH SHORE CDC | |||||||
| 96 LAFAYETTE STREET | SALEM | MA | 01970 | NONE | PC | GENERAL PURPOSE | $2,500 |
| NORTH SHORE NURSERY SCHOOL | |||||||
| 90 PLANDOME ROAD | MANHASSET | NY | 11030 | NONE | PC | GENERAL PURPOSE | $2,000 |
| PEABODY ESSEX MUSEUM | |||||||
| 161 ESSEX STREET | SALEM | MA | 01970 | NONE | PC | GENERAL PURPOSE | $2,500 |
| PINGREE SCHOOL | |||||||
| 537 HIGHLAND STREET | SOUTH HAMILTON | MA | 01982 | NONE | PC | GENERAL PURPOSE | $25,000 |
| ROCKPORT MUSIC | |||||||
| 37 MAIN STREET | ROCKPORT | MA | 01966 | NONE | PC | GENERAL PURPOSE | $5,000 |
| SALEM SOUND COASTWATCH | |||||||
| 12 FEDERAL STREET | SALEM | MA | 01970 | NONE | PC | GENERAL PURPOSE | $500 |
| SANGER HEART & VASCULAR INSTITUTION ADVANCEMENT FUND | |||||||
| 7800 PROVIDENCE ROAD SUITE 208 | CHARLOTTE | NC | 28226 | NONE | PC | GENERAL PURPOSE | $5,000 |
| SQUASH HAVEN | |||||||
| 70 TOWER PKWY | NEW HAVEN | CT | 06511 | NONE | PC | GENERAL PURPOSE | $1,000 |
| STAMFORD HOSPITAL | |||||||
| ONE HOSPITAL PLAZA | STAMFORD | CT | 06902 | NONE | PC | GENERAL PURPOSE | $1,000 |
| SURFRIDER FOUNDATION | |||||||
| 942 CALLE NEGOCIO SUITE 350 | SAN CLEMENTE | CA | 92673 | NONE | PC | GENERAL PURPOSE | $2,500 |
| THE TAFT SCHOOL | |||||||
| 110 WOODBURY ROAD | WATERTOWN | CT | 06795 | NONE | PC | GENERAL PURPOSE | $27,500 |
| THE TRUSTEES OF RESERVATIONS | |||||||
| 454 W 155TH STREET | NEW YORK | NY | 10032 | NONE | PC | GENERAL PURPOSE | $2,000 |
| THIRTEENWNET | |||||||
| 825 EIGHT AVENUE | NEW YORK | NY | 10019 | NONE | PC | GENERAL PURPOSE | $1,000 |
| W G B H EDUCATIONAL FOUNDATION | |||||||
| 1 GUEST STREET | BOSTON | MA | 02135 | NONE | PC | GENERAL PURPOSE | $500 |
| W S H U | |||||||
| 5151 PARK AVENUE | FAIRFIELD | CT | 06825 | NONE | PC | GENERAL PURPOSE | $500 |
| WATERSIDE SCHOOL | |||||||
| 770 PACIFIC STREET | STAMFORD | CT | 06902 | NONE | PC | GENERAL PURPOSE | $1,000 |
| WOMEN'S HEALTH RESEARCH AT YALE | |||||||
| 135 COLLEGE STREET SUITE 220 | NEW HAVEN | CT | 06510 | NONE | PC | GENERAL PURPOSE | $1,000 |
| VISITATION PARISH | |||||||
| 54 GROVE ST | CLINTON | CT | 06413 | NONE | PC | GENERAL PURPOSE | $500 |
| ADIRONDACK LAND TRUST | |||||||
| 2861 NY-73 | KEENE | NY | 12942 | NONE | PC | GENERAL PURPOSE | $1,000 |
| COLUMBIA UNIVERSITY | |||||||
| 116TH ST BROADWAY | NEW YORK | NY | 10027 | NONE | PC | GENERAL PURPOSE | $5,000 |
| GLOUCHESTER MARINE GENOMICS INSTITUTE | |||||||
| 417 MAIN ST | GLOUCHESTER | MA | 01930 | NONE | PC | GENERAL PURPOSE | $1,000 |
| SHOALS MARINE LABORATORY | |||||||
| 315 MARKET ST | PORTSMOUTH | NH | 03801 | NONE | PC | GENERAL PURPOSE | $2,500 |
| SUPPORTIVE LIVING | |||||||
| 9 OAKLAND ST | LEXINGTON | MA | 02420 | NONE | PC | GENERAL PURPOSE | $500 |
| 4TH OF JULY COMMITTEE | |||||||
| PO BOX 471 | ST CHARLES | IL | 60174 | NONE | PC | GENERAL PURPOSE | $100 |
| PINE ORCHARD CHAPEL | |||||||
| 25 CHAPEL DRIVE | BRANFORD | CT | 06405 | NONE | PC | GENERAL PURPOSE | $250 |
| DUNHAM HOUSE | |||||||
| 2112 W GALENA BLVD | AURORA | IL | 60506 | NONE | PC | GENERAL PURPOSE | $5,000 |
| ATLANTIC SALMON FEDERATION | |||||||
| PO BOX 807 | CALAIS | ME | 04619 | NONE | PC | GENERAL PURPOSE | $2,000 |
| BRIGHAM & WOMEN'S HOSPITAL | |||||||
| 75 FRANCIS ST | BOSTOM | MA | 02115 | NONE | PC | GENERAL PURPOSE | $25,000 |
| CARAMOOR CENTER FOR MUSIC AND THE ARTS | |||||||
| 149 GIRDLE RIDGE RD | KATONAH | NY | 10536 | NONE | PC | GENERAL PURPOSE | $2,500 |
| COS COB VOLUNTEER FIRE COMPANY | |||||||
| 551 E PUTNAM AVE | COS COB | CT | 06807 | NONE | PC | GENERAL PURPOSE | $100 |
| EMMANUEL CHURCH | |||||||
| 285 LYONS PLAIN RD | WESTON | CT | 06883 | NONE | PC | GENERAL PURPOSE | $1,500 |
| FIRST PARISH CHURCH CONGREGATIONAL | |||||||
| 10 CENTRAL ST | MANCHESTERBYTHESEA | MA | 01944 | NONE | PC | GENERAL PURPOSE | $2,500 |
| INNER COMPASS INITIATIVE INC | |||||||
| 29 BISHOP RD | WEST HARTFORD | CT | 06119 | NONE | PC | GENERAL PURPOSE | $7,500 |
| JANE'S FUND | |||||||
| 1808 EAST BOULEVARD | CHARLOTTE | NC | 28203 | NONE | PC | GENERAL PURPOSE | $2,500 |
| MANCHESTER TROOP 3 BOY SCOUTS | |||||||
| 74 SCHOOL STREET | MANCHESTER | MA | 01944 | NONE | PC | GENERAL PURPOSE | $10,000 |
| MANCHESTER BY THE SEA MUSEUM | |||||||
| 10 UNION ST | MANCHESTERBYTHESEA | MA | 01944 | NONE | PC | GENERAL PURPOSE | $100 |
| MEMORIAL SLOAN KETTERING CANCER CENTER | |||||||
| 1275 YORK AVE | NEW YORK | NY | 10065 | NONE | PC | GENERAL PURPOSE | $1,000 |
| MIDDLEBURY COLLEGE | |||||||
| 110 CHARLES AVE | MIDDLEBURY | VT | 05753 | NONE | PC | GENERAL PURPOSE | $15,000 |
| THIRTY SIX EAST SIXTY SECOND STREET FOUNDATION INC | |||||||
| 36 EAST 62ND ST | NEW YORK | NY | 10065 | NONE | PC | GENERAL PURPOSE | $1,000 |
| UNITED WAY OF MASSACHUSSETTS BAY | |||||||
| 9 CHANNEL CENTER STREET | BOSTON | MA | 02210 | NONE | PC | GENERAL PURPOSE | $1,000 |
| GREENWICH LAND TRUST | |||||||
| 370 ROUND HILL RD | GREENWICH | CT | 06831 | NONE | PC | GENERAL PURPOSE | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $453,050 | 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 | $53 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $71,362 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,383 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $184,577 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $258,375 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $258,375 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ANDERSEN TAX | CategoryTxt |
| Amt | $5,550 | Amt |
| Net Investment Income | $2,775 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,775 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | JPM STRAT INC OPP FD-CL I | BondNm |
| EOY Book Value | $599,713 | EOYBookValueAmt |
| EOYFMV | $592,898 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| INVESCO QQQ TRUST SERIES 1 | $738,870 | $2,100,326 |
| SPDR S&P 500 ETF TRUST | $518,572 | $1,650,246 |
| VANGUARD ENERGY ETF | $265,269 | $310,896 |
| VANGUARD REAL ESTATE ETF | $257,768 | $238,569 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (2 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| DAVIS POLK & WARDWELL | $2,025 | $0 | $2,025 |
| GLOVSKY & GLOVSKY | $131 | $0 | $131 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BASIS ADJUSTMENT | Desc |
| Amt | $2,444 | Amt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | JPM #13001 - NONDIVIDEND DISTRIBUTION | Desc |
| Revenue And Expenses Per Books | $2,383 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MA PC FORM - 2024 FEE | CategoryTxt |
| Amt | $35 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $35 | DisbursementsCharitablePrpsAmt |