ENOCH FOUNDATION CHARITABLE TR 100892: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- ENOCH FOUNDATION CHARITABLE TR 100892 (EIN 13-6989587)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-08
- IRS object ID
- 202631299349100203
- 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
- Compensation Explanation
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-08T23:26:31-05:00 | 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 | 136989587 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Enoch Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | ENOC | 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 | Robert Ferguson | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2026-05-06 | 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 | $48,384,552 | 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 | $97,092 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $97,092 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $747,994 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $747,994 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,927,028 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $18,916,771 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,978,025 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$3,741 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,981 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $4,768,373 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,825,092 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $5,000 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $5,000 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $457,156 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $437,156 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $20,000 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $57,375 | TaxesRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $2,474 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $2,474 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $79,596 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $366 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $79,081 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $601,601 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $437,522 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $106,555 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,060,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,060,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,661,601 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $437,522 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,166,555 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,106,772 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,387,570 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $7,711,046 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $950,035 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $950,035 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $5,324 | AcctRcvblAmt |
| Acct Rcvbl BOY | $6,950 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $5,324 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $5,324 | AcctRcvblEOYFMVAmt |
| US Government Obligations BOY | $3,827,353 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $6,950,160 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $7,045,570 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $13,221,367 | CorporateStockBOYAmt |
| Corporate Stock EOY | $17,453,064 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $36,655,853 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,882,286 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $3,421,318 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $3,480,420 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $157,677 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $133,550 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $247,350 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $26,806,679 | TotalAssetsBOYAmt |
| Total Assets EOY | $28,913,451 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $48,384,552 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $26,806,679 | RetainedEarningBOYAmt |
| Retained Earning EOY | $28,913,451 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $26,806,679 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $28,913,451 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $26,806,679 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $28,913,451 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $26,806,679 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,106,772 | ExcessRevenueOverExpensesAmt |
| Subtotal | $28,913,451 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $28,913,451 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| Publicly-traded Securities | $18,916,771 | $14,938,622 | $3,978,149 | $3,978,149 |
| Passthrough K1 Capital Gain/(Loss) | -$124 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,978,025 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $60,987 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $60,987 | SubtotalAmt |
| Tax Based On Investment Income | $60,987 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $54,389 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $54,389 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $666 | EsPenaltyAmt |
| Tax Due | $7,264 | 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 | 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 |
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 | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| 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 | Robert B Ferguson | 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 | Trustee | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1.0 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Douglass Winthrop Advisors LLC | |||||
| 521 Fifth Avenue 19th Floor | NEW YORK | NY | 10175 | Investment Mgmt | $202,789 |
| Bank of America NA | |||||
| PO Box 830269 | DALLAS | TX | 75283 | Investment Mgmt | $168,227 |
| Foundation Source | |||||
| 55 Walls Drive Ste 302 | Fairfield | CT | 06824 | Administrative | $78,033 |
| 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 | $45,015,729 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,420,905 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $47,436,634 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $47,436,634 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $711,550 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $46,725,084 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,336,254 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,336,254 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $60,987 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $60,987 | TotalTaxAmt |
| Distributable Before Adj | $2,275,267 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $2,275,267 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $2,275,267 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,166,555 | 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 | $2,166,555 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,275,267 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $2,039,116 | UndistributedIncomePYAmt |
| Prior Year1 | 2023 | PriorYear1Yr |
| Prior Year2 | 2022 | PriorYear2Yr |
| Prior Year3 | 2021 | PriorYear3Yr |
| Qualifying Distributions | $2,166,555 | QualifyingDistributionsAmt |
| Applied To Year1 | $2,039,116 | AppliedToYear1Amt |
| Applied To Current Year | $127,439 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $2,147,828 | 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 (28 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN COMMITTEE FOR THE WEIZMANN INSTITUTE OF S | |||||||
| 633 THIRD AVE 20TH FL | NEW YORK | NY | 10017 | N/A | PC | General & Unrestricted | $200,000 |
| BURR & BURTON ACADEMY | |||||||
| PO BOX 498 | MANCHESTER | VT | 05254 | N/A | PC | General & Unrestricted | $40,000 |
| CHOATE ROSEMARY HALL FOUNDATION INCORPORATED | |||||||
| 333 CHRISTIAN ST | WALLINGFORD | CT | 06492 | N/A | PC | General & Unrestricted | $100,000 |
| DORSET THEATRE FESTIVAL | |||||||
| PO BOX 510 | DORSET | VT | 05251 | N/A | PC | General & Unrestricted | $30,000 |
| FRIENDS OF HILDENE INC | |||||||
| PO BOX 377 | MANCHESTER | VT | 05254 | N/A | PC | General & Unrestricted | $40,000 |
| GREEN MOUNTAIN ACADEMY FOR LIFE LONG LEARNING INC | |||||||
| PO BOX 129 | DORSET | VT | 05251 | N/A | PC | General & Unrestricted | $35,000 |
| JAZZ AND CLASSICS FOR CHANGE INC | |||||||
| 56 FERN HILL RD | GHENT | NY | 12075 | N/A | PC | General & Unrestricted | $10,000 |
| JEWISH MUSEUM | |||||||
| 1109 5TH AVE | NEW YORK | NY | 10128 | N/A | PC | General & Unrestricted | $70,000 |
| LIGHTHOUSE INTERNATIONAL | |||||||
| 250 W 64TH ST | NEW YORK | NY | 10023 | N/A | PC | General & Unrestricted | $60,000 |
| MANCHESTER MUSIC FESTIVAL INC | |||||||
| 42 DILLINGHAM AVE PO BOX 33 | MANCHESTER | VT | 05254 | N/A | PC | General & Unrestricted | $35,000 |
| MANHATTAN SCHOOL OF MUSIC | |||||||
| 130 CLAREMONT AVE | NEW YORK | NY | 10027 | N/A | PC | General & Unrestricted | $35,000 |
| MAVERICK CONCERTS INC | |||||||
| PO BOX 9 | WOODSTOCK | NY | 12498 | N/A | PC | General & Unrestricted | $10,000 |
| METROPOLITAN OPERA ASSOCIATION INC | |||||||
| 30 LINCOLN CENTER PLZ | NEW YORK | NY | 10023 | N/A | PC | General & Unrestricted | $155,000 |
| MUSEUM OF MODERN ART | |||||||
| 11 W 53RD ST | NEW YORK | NY | 10019 | N/A | PC | General & Unrestricted | $85,000 |
| NEW YORK CITY CENTER INC | |||||||
| 130 WEST 56TH ST | NEW YORK | NY | 10019 | N/A | PC | General & Unrestricted | $50,000 |
| NEW YORK PUBLIC RADIO | |||||||
| PO BOX 1550 | NEW YORK | NY | 10116 | N/A | PC | General & Unrestricted | $60,000 |
| NYU LANGONE HEALTH SYSTEM | |||||||
| 550 1ST AVE | NEW YORK | NY | 10016 | N/A | SO II | General & Unrestricted | $200,000 |
| PHILHARMONIC-SYMPHONY SOCIETY OF NEW YORK INC | |||||||
| 10 LINCOLN CENTER PLZ | NEW YORK | NY | 10023 | N/A | PC | General & Unrestricted | $130,000 |
| SOUTHERN VERMONT ARTS CENTER INCORPORATED | |||||||
| PO BOX 617 | MANCHESTER | VT | 05254 | N/A | PC | General & Unrestricted | $40,000 |
| SPHINX ORGANIZATION INC | |||||||
| 2200 HUNT ST STE 461 | DETROIT | MI | 48207 | N/A | PC | General & Unrestricted | $40,000 |
| ST LUKES CHAMBER ENSEMBLE INC | |||||||
| 450 W 37TH ST STE 502 | NEW YORK | NY | 10018 | N/A | PC | General & Unrestricted | $115,000 |
| TACONIC MUSIC INC | |||||||
| PO BOX 732 | MANCHESTER | VT | 05254 | N/A | PC | General & Unrestricted | $5,000 |
| THE CARNEGIE HALL CORPORATION | |||||||
| 881 7TH AVENUE | NEW YORK | NY | 10019 | N/A | PC | General & Unrestricted | $140,000 |
| THE METROPOLITAN MUSEUM OF ART | |||||||
| 1000 FIFTH AVE | NEW YORK | NY | 10028 | N/A | PC | General & Unrestricted | $120,000 |
| THOMAS COLE HISTORIC HOUSE | |||||||
| 218 SPRING ST | CATSKILL | NY | 12414 | N/A | PC | General & Unrestricted | $60,000 |
| WATERSIDE SCHOOL INC | |||||||
| 770 PACIFIC ST | STAMFORD | CT | 06902 | N/A | PC | General & Unrestricted | $85,000 |
| WHITNEY MUSEUM OF AMERICAN ART | |||||||
| 99 GANSEVOORT ST | NEW YORK | NY | 10014 | N/A | PC | General & Unrestricted | $100,000 |
| WOODSTOCK SYMPHONY ORCHESTRA INC | |||||||
| PO BOX 711 | WOODSTOCK | NY | 12498 | N/A | PC | General & Unrestricted | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,060,000 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $97,092 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $747,994 | 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 | $3,927,028 | 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 (2 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|---|
| K-1 Inc/Loss | 525990 | -$5,722 | 14 | $1,959 |
| CLASS ACTION LAWSUIT PROCEEDS | 01 | $22 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$5,722 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $4,774,095 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,768,373 | 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 |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Robert B Ferguson | PersonNm |
| Short Explanation | *ROBERT B. FERGUSON, TRUSTEE OF THE ENOCH FOUNDATION (THE "FOUNDATION") IS A PARTNER AT THE ADVISORY FIRM OF ROBERT B. FERGUSON & CO. INC., A DISQUALIFIED PERSON WHICH PROVIDES INVESTMENT MANAGEMENT SERVICES TO THE FOUNDATION. DURING THE TAXABLE YEAR ENDING DECEMBER 31, 2025, THE FOUNDATION PAID $45,622 FOR INVESTMENT MANAGEMENT SERVICES RENDERED BY SUCH DISQUALIFIED PERSON AS REPORTED IN FORM 990-PF, PART I, LINE 16C. SUCH INVESTMENT FIRM BILLED THE FOUNDATION AT OR BELOW THE RATE IT CHARGES ITS OTHER CLIENTS. | ShortExplanationTxt |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (36 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AERCAP IRELAND CAP DESIGNATED | $44,630 | $44,569 |
| AMEREN CORP - 0.000% - 03/15/2 | $35,466 | $36,032 |
| AMERICAN ELECTRIC POWER CO INC | $33,653 | $33,754 |
| AON CORP - 4.500% - 12/15/2028 | $195,896 | $202,453 |
| AT&T INC - 4.550% - 11/01/2032 | $28,967 | $28,849 |
| BARCLAYS - 2.279% - 11/24/2027 | $71,970 | $73,792 |
| BAT CAPITAL CORP - 5.630% - 08 | $35,558 | $36,551 |
| CAPITAL ONE FINANCIAL CORP - 6 | $35,286 | $36,626 |
| CITIGRP COML MTG TR 2016-C2 - | $170,844 | $173,491 |
| COMCAST CORP - 5.300% - 05/15/ | $39,873 | $40,973 |
| DIAMONDBACK ENERGY INC - 5.550 | $40,056 | $41,191 |
| FNMA PBX0388 - 4.500% - 12/31/ | $161,760 | $166,190 |
| FORD CR AUTO LEASE 2024-B - 4. | $174,102 | $173,962 |
| GENERAL MOTORS FINANCIAL CO IN | $34,975 | $35,063 |
| GLOBAL PAYMENTS INC - 5.200% - | $59,846 | $60,091 |
| GOLDMAN SACHS GROUP INC NOTE - | $57,426 | $58,985 |
| HCA INC - 3.625% - 03/15/2032 | $71,888 | $75,685 |
| IQVIA INC - 6.250% - 02/01/202 | $258,537 | $263,661 |
| JPMORGAN CHASE & CO - 4.920% - | $95,569 | $96,797 |
| MARKEL - 3.350% - 09/17/2029 | $242,417 | $242,144 |
| MARTIN MARIETTA MATERIALS - 3. | $190,274 | $198,431 |
| META PLATFORMS INC - 4.880% - | $60,196 | $59,920 |
| MORGAN STANLEY - 5.320% - 07/1 | $69,909 | $72,209 |
| NISSAN AUTO REC TR 2024-B - 4. | $174,462 | $174,915 |
| PNC FINL - 5.582% - 06/12/2029 | $71,734 | $72,628 |
| ROPER TECHNOLOGIES INC - 3.800 | $195,216 | $199,631 |
| ROYAL BANK CDA - 5.200% - 07/2 | $45,472 | $45,319 |
| ROYALTY PHARMA PLC - 5.200% - | $34,361 | $35,249 |
| SCHWAB CHERLES NOTE - 6.136% - | $42,392 | $43,683 |
| SHELL FIN US INC - 4.750% - 01 | $54,919 | $55,029 |
| TARGA RESOURCES CORP - 6.150% | $36,610 | $36,845 |
| TOYOTA AUTO REC TR 2024-D - 4. | $175,068 | $176,223 |
| US TREASURY NOTE - 1.250% - 05 | $211,132 | $218,123 |
| VERIZON COMM INC - 5.000% - 05 | $100,000 | $100,012 |
| WELLS FARGO & CO - 5.240% - 01 | $41,001 | $41,421 |
| WESTERN MIDSTREAM OPERATING LP | $29,853 | $29,923 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (60 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALPHABET INC CL A | $502,715 | $4,211,414 |
| AMAZON COM | $644,709 | $923,280 |
| AMERICAN TOWER REIT INC | $262,238 | $263,355 |
| AON PLC CL A | $310,383 | $529,320 |
| APPLE INC | $264,098 | $333,029 |
| BECTON DICKINSON & CO | $203,856 | $194,070 |
| BERKSHIRE HATHAWAY INC. CLASS | $317,900 | $1,962,847 |
| BROADCOM INC | $184,216 | $328,795 |
| BROOKFIELD ASSET MANAGEMENT LT | $291,968 | $471,510 |
| CANADIAN NATL RAILWAY CO | $520,673 | $494,250 |
| CHUBB LIMITED | $87,749 | $312,120 |
| COMPAGNIE FINANCIERE RICHEMONT | $215,513 | $322,950 |
| CONSTELLATION ENERGY GROUP INC | $188,116 | $305,579 |
| COSTCO WHOLESALE CORPORATION | $425,346 | $771,794 |
| COUPANG ORD SHS CL A | $205,888 | $153,335 |
| DEERE CO | $700,182 | $977,697 |
| EATON CORP PLC | $188,375 | $203,846 |
| EOG RESOURCES INC | $141,240 | $115,511 |
| EXXON MOBIL CORP | $345,570 | $421,190 |
| FASTENAL COMPANY | $228,644 | $401,300 |
| GOLDMAN SACHS GROUP | $225,848 | $395,550 |
| HARTFORD FINANCIALSERVICES GRO | $58,491 | $210,145 |
| HOME DEPOT INC | $180,592 | $516,150 |
| ISHARES MSCI GLBL SEL MTLS & M | $258,577 | $313,431 |
| ISHARES TRUST MSCI EAFE INDEX | $1,329,038 | $1,479,342 |
| JP MORGAN CHASE | $175,466 | $233,610 |
| LINDE PLC COM | $311,264 | $277,154 |
| MARKEL CORP | $527,107 | $1,074,825 |
| MARTIN MARIETTA MATLS INC | $272,969 | $498,128 |
| MARVELL TECHNOLOGY, INC | $107,312 | $104,950 |
| MASTERCARD INC | $256,511 | $1,484,288 |
| META PLATFORMS INC | $173,700 | $1,320,180 |
| METTLER-TOLEDO INTL | $388,505 | $418,257 |
| MICROSOFT CORP | $240,989 | $3,900,394 |
| MONSTER BEVERAGE CORP | $179,991 | $460,020 |
| NIKE INC-CL B | $279,160 | $318,550 |
| NVIDIA CORP | $582,120 | $953,948 |
| PALANTIR TECHNOLOGIES INC | $105,500 | $102,206 |
| PALO ALTO NETWORKS INC | $174,640 | $184,200 |
| PRINCIPAL MIDCAP FUND; R6 | $1,000,001 | $952,553 |
| QUANTA SVCS INC | $183,643 | $310,214 |
| RAYTHEON TECHNOLOGIES CORP | $156,568 | $183,400 |
| ROPER INDUSTRIES | $302,868 | $333,848 |
| S&P GLOBAL INC COM | $337,442 | $522,590 |
| SHERWIN-WILLIAMS CO | $355,541 | $486,045 |
| STRYKER CORPORATION | $387,368 | $702,940 |
| TEXAS PACIFIC LAND CORPORATION | $278,432 | $387,747 |
| THE BLACKSTONE GROUP INC CL A | $73,061 | $318,299 |
| THERMO FISHER SCIENTIFIC INC | $29,076 | $463,560 |
| TJX COMPANIES INC | $241,396 | $673,580 |
| TRACTOR SUPPLY CO COM | $382,034 | $437,588 |
| TRANSDIGM GRP INC | $230,204 | $531,940 |
| UBER | $252,419 | $490,260 |
| UNION PACIFIC | $152,225 | $148,045 |
| VERTIV CL A | $200,573 | $302,149 |
| VISA INC | $72,144 | $629,524 |
| WAL-MART STORES INC | $263,496 | $344,814 |
| WASTE MANAGEMENT INC | $179,898 | $176,867 |
| WELLS FARGO & CO | $158,169 | $156,576 |
| WILLIAMS COS | $159,347 | $160,794 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $6,950,160 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $7,045,570 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | ENERGY TRANSFER LP | CategoryOrItemTxt |
| Book Value | $133,550 | BookValueAmt |
| EOYFMV | $247,350 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | General Consultations | CategoryTxt |
| Legal Fees | $5,000 | LegalFeesAmt |
| Disbursements Charitable Prps | $5,000 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $78,033 | $78,033 | |
| K-1 Exp ENERGY TRANSFER LP | $515 | $366 | |
| Postage/Delivery Service | $298 | $298 | |
| State or Local Filing Fees | $750 | $750 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| K-1 Inc/Loss ENERGY TRANSFER LP | -$3,763 | $1,959 |
| Class Action Lawsuit Proceeds | $22 | $22 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Investment Management Services | $437,156 | $437,156 | |
| PHILANTHROPIC CONSULTING SRVCS | $20,000 | $20,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2025 | $54,300 |
| 990-PF Extension for 2024 | $2,700 |
| 990-T Income Tax for 2024 | $9 |
| State Income Tax 2024 | $250 |
| STATE MISCELLANEOUS FEE | $116 |