STEELE FAMILY FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- STEELE FAMILY FOUNDATION (EIN 22-3431692)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-04-28
- IRS object ID
- 202631189349101003
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-04-28T10:05:52-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 160929175 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DOPKINS & COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 INTERNATIONAL DR | AddressLine1Txt |
| City | BUFFALO | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 142215794 | 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 | 223431692 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEELE FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STEE | BusinessNameControlTxt |
| Phone | 7725461840 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11450 SE DIXIE HIGHWAY | AddressLine1Txt |
| City | HOBE SOUND | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33455 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL STEELE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7725461840 | PhoneNum |
| Signature | 2026-04-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JILL COLOMBO | PreparerPersonNm |
| PTIN | P00872212 | PTIN |
| Phone | 7166348800 | PhoneNum |
| Preparation | 2026-04-24 | 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 | $12,782,107 | 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 | $255,160 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $255,160 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $32,009 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $32,009 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $32,009 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $287,169 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $287,169 | 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 |
| Taxes Rev And Expnss | $13,576 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $13,576 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $565,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $565,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $578,576 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $565,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$291,407 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $287,169 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1 | CashBOYAmt |
| Cash EOY | $1 | CashEOYAmt |
| Cash EOYFMV | $1 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $682,931 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $432,024 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $432,024 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $7,732,559 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,732,559 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $10,530,014 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,921,696 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,921,696 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,820,068 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $10,337,187 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,086,280 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $12,782,107 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $12,500 | GrantsPayableBOYAmt |
| Grants Payable EOY | $53,000 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $12,500 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $53,000 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,544,237 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,544,237 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $8,780,450 | RetainedEarningBOYAmt |
| Retained Earning EOY | $8,489,043 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,324,687 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,033,280 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,337,187 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,086,280 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,324,687 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$291,407 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $10,033,280 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $10,033,280 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | CAPITAL GAINS DIVIDENDS | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $32,009 | GrossSalesPriceAmt |
| Gain Or Loss | $32,009 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $32,009 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $32,009 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,992 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,992 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,992 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,200 | 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 | $7,200 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $3,208 | OverpaymentAmt |
| Applied To ES Tax | $3,208 | 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 | NJ | 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 | MICHAEL C STEELE | IndividualWithBooksNm |
| Phone | 2127089216 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O BESSEMER 100 WOODBRIDGE CTR DR | AddressLine1Txt |
| City | WOODBRIDGE | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07931 | 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 |
|---|---|---|---|---|---|---|---|---|
| MICHAEL C STEELE | ||||||||
| 11450 SE DIXIE HIGHWAY | HOBE SOUND | FL | 33455 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| ANNE L STEELE HALE | ||||||||
| 401 OLD TAOS HWY APT NO 222 | SANTA FE | NM | 87501 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| SUSAN JENNINGS | ||||||||
| 403 OCEAN ONE LANE | N PALM BEACH | FL | 33408 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| EDWARD L STEELE | ||||||||
| 955 E MORNINGSTAR LN | TEMPE | AZ | 85283 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| JENNA SCANLAN | ||||||||
| 500 HILLCREST DRIVE | SANTA FE | NM | 87501 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| BROOKE RICKETTS | ||||||||
| 430 SHERIDAN ROAD | WILMETTE | IL | 60091 | TRUSTEE | 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 | $12,281,812 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $12,281,812 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $12,281,812 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $184,227 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $12,097,585 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $604,879 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $604,879 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,992 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,992 | TotalTaxAmt |
| Distributable Before Adj | $600,887 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $600,887 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $600,887 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $565,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $565,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $600,887 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $517,837 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $565,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $517,837 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $47,163 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $553,724 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MICHAEL C STEELE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O BESSEMER TR 100 WOODBRIDGE CTR | AddressLine1Txt |
| Address Line2 | DRIVE | AddressLine2Txt |
| City | WOODBRIDGE | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07095 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2127089216 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATIONS SHOULD BE SUBMITTED IN WRITING | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (53 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICA'S VETDOGS | |||||||
| 371 E JERICHO TPKE | SMITHTOWN | NY | 11787 | N/A | PC | MEDICAL | $7,500 |
| BE NOLA INCORPORATED | |||||||
| PO BOX 56506 | NEW ORLEANS | LA | 70156 | N/A | PC | EDUCATIONAL | $7,000 |
| BELLA'S ANGELS | |||||||
| 1655 PALM BEACH LAKES BOULEVARD 504 | WEST PALM BEACH | FL | 33401 | N/A | PC | COMMUNITY WELLNESS | $3,000 |
| BREAKTHROUGH SANTA FE | |||||||
| 1101 CAMINO DE CRUZ BLANCA | SANTA FE | NM | 87505 | N/A | PC | EDUCATIONAL | $5,000 |
| CANTERBURY SCHOOL | |||||||
| 101 ASPETUCK AVE | NEW MILFORD | CT | 06776 | N/A | PC | EDUCATIONAL | $30,000 |
| COMMUNITIES IN SCHOOLS NEW MEXICO | |||||||
| 300 CATRON SUITE A | SANTA FE | NM | 87501 | N/A | PC | EDUCATIONAL | $2,500 |
| COVENANT HOUSE NEW ORLEANS | |||||||
| 611 N RAMPART ST | NEW ORLEANS | LA | 70112 | N/A | PC | COMMUNITY WELLNESS | $2,500 |
| CUBS CHARITIES COMMUNITY FUND | |||||||
| 205 N MICHIGAN AVE 4300 | CHICAGO | IL | 60601 | N/A | PC | CHILD/YOUTH EDUCATION AND COMMUNITY HEALTH AND WELLNESS | $27,500 |
| CURE ALZHEIMER'S FUND | |||||||
| 34 WASHINGTON ST SUITE 230 | WELLESLEY HILLS | MA | 02481 | N/A | PC | MEDICAL | $42,500 |
| DIG DEEP-APPALACHIA WATER PROJECT | |||||||
| PO BOX 26779 | LOS ANGELES | CA | 90026 | N/A | PC | EDUCATIONAL | $3,750 |
| DIG DEEP-NAVAJO WATER PROJECT | |||||||
| 932 WILSON ST SUITE 2D | LOS ANGELES | CA | 90021 | N/A | PC | COMMUNITY WELLNESS | $3,750 |
| EQUAL JUSTICE INITIATIVE | |||||||
| 122 COMMERCE STREET | MONTGOMERY | AL | 36104 | N/A | PC | EDUCATIONAL | $7,500 |
| EVANS SCHOLARS | |||||||
| ONE BRIAR ROAD | GOLF | IL | 600290301 | N/A | PC | EDUCATIONAL | $25,000 |
| EVERY THIRD SATURDAY | |||||||
| 5402 43RD AVENUE S | MINNEAPOLIS | MN | 55417 | N/A | PC | COMMUNITY WELLNESS | $30,000 |
| FIRSTLINE SCHOOLS | |||||||
| 2620 CONTI STREET | NEW ORLEANS | LA | 70119 | N/A | PC | EDUCATIONAL | $23,000 |
| FOOD DEPOT | |||||||
| 1222 A SILER ROAD | SANTA FE | NM | 87507 | N/A | PC | EDUCATIONAL | $2,500 |
| FREDONIA COLLEGE FOUNDATION | |||||||
| 272 CENTRAL AVE | FREDONIA | NY | 14063 | N/A | PC | EDUCATIONAL | $25,000 |
| GERARD'S HOUSE | |||||||
| PO BOX 28693 | SANTA FE | NM | 87505 | N/A | PC | EDUCATIONAL | $5,000 |
| GIVEDIRECTLY INC | |||||||
| PO BOX 3221 | NEW YORK | NY | 10008 | N/A | PC | COMMUNITY WELLNESS | $10,000 |
| GROWING UP NEW MEXICO | |||||||
| 440 CERRILLOS RD | SANTA FE | NM | 87501 | N/A | PC | EDUCATIONAL | $5,000 |
| HAZELDEN BETTY FORD FOUNDATION | |||||||
| 322 8TH AVENUE 12TH FLOOR | NEW YORK CITY | NY | 10001 | N/A | PC | MEDICAL | $5,000 |
| HOMEBOY INDUSTRIES | |||||||
| 130 BRUNO ST | LOS ANGELES | CA | 90012 | N/A | PC | COMMUNITY WELLNESS | $30,000 |
| JEREMIAH PROGRAM | |||||||
| 615 1ST AVE NE SUITE 210 | MINNEAPOLIS | MN | 55413 | N/A | PC | PUBLIC ASSISTANCE | $6,000 |
| JUPITER MEDICAL CENTER FOUNDATION | |||||||
| 1210 S OLD DIXIE HWY | JUPITER | FL | 33458 | N/A | PC | EDUCATIONAL | $10,000 |
| KIWIMBI INTERNATIONAL | |||||||
| PO BOX 465 | GLADSTONE | NJ | 07934 | N/A | PC | EDUCATIONAL | $2,500 |
| MAKE THE ROAD NEW YORK | |||||||
| 301 GROVE STREET | BROOKLYN | NY | 11237 | N/A | PC | COMMUNITY WELLNESS | $3,000 |
| MEMORIAL SLOAN-KETTERING CANCER CENTER | |||||||
| 1275 YORK AVENUE | NEW YORK | NY | 10065 | N/A | PC | MEDICAL | $10,000 |
| MOD DIAPER DOLLARS | |||||||
| 70 EAST LAKE STREET SUITE 410 | CHICAGO | IL | 60601 | N/A | PC | COMMUNITY WELLNESS | $6,000 |
| MS FOUNDATION FOR WOMEN | |||||||
| 12 METROTECH CENTER 26TH FLOOR | BROOKLYN | NY | 11201 | N/A | PC | MEDICAL | $6,500 |
| NANTZ NATIONAL ALZHEIMER CENTER | |||||||
| 16605 SOUTHWEST FRWY SUITE 400 | SUGAR LAND | TX | 77479 | N/A | PC | MEDICAL | $10,000 |
| NATIONAL PARTNERSHIP FOR WOMEN AND FAMILIES | |||||||
| 1725 EYE ST NW SUITE 950 | WASHINGTON | DC | 20006 | N/A | PC | COMMUNITY WELLNESS | $5,000 |
| NEW MEXICO WOMEN | |||||||
| 1807 2ND STREET SUITE 76 | SANTA FE | NM | 87505 | N/A | PC | COMMUNITY WELLNESS | $2,500 |
| ONE GOAL | |||||||
| 911 FLATBUSH AVE | BROOKLYN | NY | 11226 | N/A | PC | EDUCATIONAL | $6,000 |
| PRECIOUS BLOOD MINISTRY | |||||||
| 5114 S ELIZABETH STREET | CHICAGO | NY | 60609 | N/A | PC | EDUCATIONAL | $3,000 |
| PROFESSIONAL CHILDREN'S SCHOOL | |||||||
| 132 W 60TH ST | NEW YORK | NY | 10023 | N/A | PC | EDUCATIONAL | $5,000 |
| PROSPERITY NOW | |||||||
| 1200 G STREET NW SUITE 400 | WASHINGTON | DC | 20005 | N/A | PC | COMMUNITY WELLNESS | $5,000 |
| READING QUEST | |||||||
| 991 CAMINO CONSUELO | SANTA FE | NM | 87507 | N/A | PC | COMMUNITY WELLNESS | $2,500 |
| ROW NOLA | |||||||
| 5958 ST BERNARD AVE | NEW ORLEANS | LA | 70122 | N/A | PC | COMMUNITY WELLNESS | $15,000 |
| SANTA FE COMMUNITY FOUNDATION | |||||||
| 501 HALONA STREET | SANTA FE | NM | 87505 | N/A | PC | EDUCATIONAL | $2,500 |
| SANTA FE INTERNATIONAL LITERARY FESTIVAL | |||||||
| 101 W MARCY ST SUITE 210 | SANTA FE | NM | 87501 | N/A | PC | EDUCATIONAL | $5,000 |
| SANTA FE PREP | |||||||
| 1101 CAMINO DE CRUZ BLANCA | SANTA FE | NM | 87505 | N/A | PC | COMMUNITY WELLNESS | $40,000 |
| SKY CENTERNEW MEXICO SUICIDE PREVENTION | |||||||
| 4164 S MEADOWS RD | SANTA FE | NM | 87507 | N/A | PC | MEDICAL | $5,000 |
| SOLACE SEXUAL ASSAULT SERVICES | |||||||
| 6601 VALENTINE WAY | SANTA FE | NM | 87507 | N/A | PC | COMMUNITY WELLNESS | $2,500 |
| SOUTHHAMPTON FRESH AIR HOME | |||||||
| 36 BARKERS ISLAND RD | SOUTHAMPTON | NY | 11968 | N/A | PC | MEDICAL | $10,000 |
| ST ELIZABETH SHELTER-CASA | |||||||
| 804 ALARID STREET | SANTA FE | NM | 87505 | N/A | PC | EDUCATIONAL | $2,500 |
| THE CARA PROGRAM | |||||||
| 237 S DESPLAINES | CHICAGO | IL | 60661 | N/A | PC | EDUCATIONAL | $6,000 |
| THE COLORECTAL CANCER ALLIANCE | |||||||
| 1025 VERMONT AVENUE SUITE 1066 | WASHINGTON | DC | 20005 | N/A | PC | MEDICAL | $30,000 |
| TRANSGENDER RESOURCE CENTER OF NEW MEXICO | |||||||
| 5600 DOMINGO RD | ALBUQUERQUE | NM | 87108 | N/A | PC | EDUCATIONAL | $6,500 |
| UNITED WOMEN OF COLOR | |||||||
| PO BOX 296 | CAPSHAW | AL | 35742 | N/A | PC | COMMUNITY WELLNESS | $30,000 |
| URBAN UPBOUND | |||||||
| 12-11 40TH AVE | LIC | NY | 11101 | N/A | PC | COMMUNITY WELLNESS | $7,000 |
| WEST PALM BEACH GOLF COMMUNITY TRUST | |||||||
| 3535 MILITARY TRL STE 101 | JUPITER | FL | 33458 | N/A | PC | COMMUNITY WELLNESS | $5,000 |
| WOMEN GOLFERS GIVE BACK | |||||||
| 600 WEST GERMANTOWN PIKE STE 400 | PLYMOUTH MEETING | PA | 19462 | N/A | PC | EDUCATIONAL | $2,000 |
| YOUTH EMPOWERMENT PROJECT | |||||||
| 1600 ORETHA CASTLE HALEY BLVD | NEW ORLEANS | LA | 70113 | N/A | PC | EDUCATIONAL | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $565,000 | 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 |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $255,160 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $32,009 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $287,169 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $287,169 | 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 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VANGUARD HI YLD CORP PTFL | $421,696 | $465,536 |
| DODGE & COX INCOME FD | $1,500,000 | $1,354,532 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VANGUARD LARGE CAP INDX AD | $4,225,297 | $6,872,809 |
| VANGUARD INTL GROWTH ADM | $850,000 | $584,211 |
| VANGUARD TOTAL INT ST IDX | $788,223 | $928,412 |
| VANGUARD EXTD MKT ADMIRAL | $1,869,039 | $2,144,582 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX ON INVESTMENTS | $11,042 | $0 | $0 |
| FOREIGN TAXES WITHHELD | $2,534 | $0 | $0 |