SCRIVAN FAMILY FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- SCRIVAN FAMILY FOUNDATION (EIN 26-1865266)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-04-24
- IRS object ID
- 202631149349100223
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-04-24T10:48:43-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | 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 | 261865266 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Scrivan Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | SCRI | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Millicent S Armstrong | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2026-04-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | 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 | $3,898,446 | 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 |
| Interest On Sav Rev And Expnss | $679 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $679 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $80,403 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $80,403 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $190,825 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $564,805 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $190,825 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $271,907 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $271,907 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Taxes Rev And Expnss | $5,465 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,465 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $8,010 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $7 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $8,003 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $13,475 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,472 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $8,003 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $164,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $164,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $177,975 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,472 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $172,503 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $93,932 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $270,435 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $8,688 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $175,464 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $175,464 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,963,645 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,890,801 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,722,982 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,972,333 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,066,265 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,898,446 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $1,972,333 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,066,265 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,972,333 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,066,265 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,972,333 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,066,265 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,972,333 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $93,932 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,066,265 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,066,265 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $564,805 | GrossSalesPriceAmt |
| Cost Or Other Basis | $373,980 | CostOrOtherBasisAmt |
| Gain Or Loss | $190,825 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $190,825 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $190,825 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,759 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,759 | SubtotalAmt |
| Tax Based On Investment Income | $3,759 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,565 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $2,565 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $1,194 | TaxDueAmt |
| 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 |
| 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Millicent S Armstrong | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Pres, Dir, Sec | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 2.0 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,442,904 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $161,431 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,604,335 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,604,335 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $54,065 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,550,270 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $177,514 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $177,514 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,759 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,759 | TotalTaxAmt |
| Distributable Before Adj | $173,755 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $173,755 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $173,755 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $172,503 | 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 | $172,503 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $173,755 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $170,074 | UndistributedIncomePYAmt |
| Qualifying Distributions | $172,503 | QualifyingDistributionsAmt |
| Applied To Year1 | $170,074 | AppliedToYear1Amt |
| Applied To Current Year | $2,429 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $171,326 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (29 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALLIANCE FOR CANCER GENE THERAPY INC | |||||||
| 96 CUMMINGS POINT RD | STAMFORD | CT | 06902 | N/A | PC | General & Unrestricted | $5,000 |
| ALZHEIMER'S ASSOCIATION | |||||||
| 200 EXECUTIVE BLVD STE 4B | SOUTHINGTON | CT | 06489 | N/A | PC | General & Unrestricted | $10,000 |
| AMYOTROPHIC LATERAL SCLEROSIS ASSN | |||||||
| 1300 WILSON BLVD STE 600 | ARLINGTON | VA | 22209 | N/A | PC | General & Unrestricted | $12,000 |
| BREAST CANCER ALLIANCE INC | |||||||
| 48 MAPLE AVE | GREENWICH | CT | 06830 | N/A | PC | General & Unrestricted | $5,000 |
| BRUCE MUSEUM INC | |||||||
| 1 MUSEUM DR | GREENWICH | CT | 06830 | N/A | PC | General & Unrestricted | $10,000 |
| BRUNSWICK SCHOOL INC | |||||||
| 100 MAHER AVE | GREENWICH | CT | 06830 | N/A | PC | General & Unrestricted | $3,500 |
| DUCKS UNLIMITED INC | |||||||
| ONE WATERFOWL WAY | MEMPHIS | TN | 38120 | N/A | PC | General & Unrestricted | $1,000 |
| GREENWICH ACADEMY INC | |||||||
| 200 N MAPLE AVE | GREENWICH | CT | 06830 | N/A | PC | General & Unrestricted | $3,500 |
| GREENWICH POINT CONSERVANCY INC | |||||||
| PO BOX 300 | OLD GREENWICH | CT | 06870 | N/A | PC | General & Unrestricted | $2,000 |
| HOBART AND WILLIAM SMITH COLLEGES | |||||||
| 300 PULTENEY ST | GENEVA | NY | 14456 | N/A | PC | General & Unrestricted | $6,000 |
| INDIAN RIVER HOSPITAL FOUNDATION INC | |||||||
| PO BOX 128 | VERO BEACH | FL | 32961 | N/A | SO I | General & Unrestricted | $5,000 |
| INDIAN RIVER LAND TRUST INC | |||||||
| 3150 CARDINAL DR STE 201 | VERO BEACH | FL | 32963 | N/A | PC | General & Unrestricted | $2,000 |
| INSTITUTE OF WORLD POLITICS | |||||||
| 1521 16TH ST NW | WASHINGTON | DC | 20036 | N/A | PC | General & Unrestricted | $5,000 |
| JOHNS ISLAND COMMUNITY SERVICE LEAGUE | |||||||
| 4445 N HWY A1A SUITE 234 | VERO BEACH | FL | 32963 | N/A | PC | General & Unrestricted | $5,000 |
| MAINE ISLAND TRAIL ASSOCIATION | |||||||
| 100 KENSINGTON ST 2ND FL | PORTLAND | ME | 04103 | N/A | PC | General & Unrestricted | $1,000 |
| MCKEE BOTANICAL GARDEN INC | |||||||
| 350 US HWY 1 | VERO BEACH | FL | 32962 | N/A | PC | General & Unrestricted | $2,000 |
| MEDECINS SANS FRONTIERES USA INC | |||||||
| PO BOX 5030 | HAGERSTOWN | MD | 21741 | N/A | PC | General & Unrestricted | $9,000 |
| MEMORIAL SLOAN-KETTERING CANCER CENTER | |||||||
| 1275 YORK AVE | NEW YORK | NY | 10065 | N/A | PC | General & Unrestricted | $6,000 |
| MISS HALLS SCHOOL INC | |||||||
| 492 HOLMES RD | PITTSFIELD | MA | 01201 | N/A | PC | General & Unrestricted | $10,000 |
| NATIONAL PARK FOUNDATION | |||||||
| 1500 K ST NW STE 700 | WASHINGTON | DC | 20005 | N/A | PC | General & Unrestricted | $3,000 |
| NATIONAL SAILING HALL OF FAME MUSEUM INC | |||||||
| 365 THAMES ST | NEWPORT | RI | 02840 | N/A | PC | General & Unrestricted | $1,000 |
| PLANNED PARENTHOOD OF SOUTHERN NEW ENGLAND INC | |||||||
| 345 WHITNEY AVE | NEW HAVEN | CT | 06511 | N/A | PC | General & Unrestricted | $5,000 |
| RIVERSIDE THEATRE INC | |||||||
| 3250 RIVERSIDE PARK DR | VERO BEACH | FL | 32963 | N/A | PC | General & Unrestricted | $8,000 |
| THE FIRST CONGREGATIONAL CHURCH OF GREENWICH | |||||||
| 108 SOUND BEACH AVE | OLD GREENWICH | CT | 06870 | N/A | PC | General & Unrestricted | $10,000 |
| THE LEARNING ALLIANCE INC | |||||||
| 2066 14TH AVE STE 102 | VERO BEACH | FL | 32960 | N/A | PC | General & Unrestricted | $8,500 |
| VERO BEACH MUSEUM OF ART INC | |||||||
| 3001 RIVERSIDE PARK DR | VERO BEACH | FL | 32963 | N/A | PC | General & Unrestricted | $16,000 |
| VERO BEACH MUSEUM OF ART INC | |||||||
| 3001 RIVERSIDE PARK DR | VERO BEACH | FL | 32963 | N/A | PC | Capital Improvemernt Program | $3,000 |
| VISITING NURSE ASSOCIATION & HOSPICE FOUNDATION IN | |||||||
| 920 37TH PL 101 | VERO BEACH | FL | 32960 | N/A | SO I | General & Unrestricted | $4,000 |
| YOUTH SAILING FOUNDATION OF INDIAN RIVER COUNTY | |||||||
| PO BOX 612 | VERO BEACH | FL | 32961 | N/A | PC | General & Unrestricted | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $164,500 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $679 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $80,403 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $190,825 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $271,907 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $271,907 | 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 |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (20 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBVIE INC | $46,359 | $114,245 |
| APPLE INC | $34,259 | $190,302 |
| BROADCOM INC | $72,390 | $259,575 |
| CARETRUST REIT, INC | $22,383 | $24,408 |
| COEUR MINING | $27,565 | $26,745 |
| EMERSON ELECTRIC CO | $31,438 | $124,093 |
| EXXON MOBIL CORP | $913,314 | $1,369,468 |
| HUBBELL INCORPORATED | $93,713 | $377,493 |
| ITURAN | $21,038 | $21,505 |
| JPMORGAN CHASE & CO 4.550% PFD | $58,360 | $58,200 |
| LOWES COMPANIES INC | $77,770 | $138,667 |
| MANULIFE FIN CORP | $12,800 | $15,419 |
| MICROSOFT CORP | $51,135 | $120,905 |
| MITSUI & COMPANY, LTD. - ADR | $132,761 | $351,840 |
| NVIDIA CORP | $23,186 | $23,313 |
| PARKER HANNIFIN CP | $54,634 | $92,291 |
| SHERWIN-WILLIAMS CO | $78,909 | $129,612 |
| SPDR S&P DIVIDEND ETF | $63,343 | $91,846 |
| TAIWAN SEMICONDUCTOR MFG CO LT | $51,413 | $167,140 |
| WILLDAN GROUP INC | $24,031 | $25,915 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $7,978 | $7,978 | |
| Bank Charges | $7 | $7 | |
| State or Local Filing Fees | $25 | $25 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2025 | $2,500 | |
| 990-PF Extension for 2024 | $1,500 | |
| Foreign Tax Paid | $1,465 | $1,465 |