DEEDS FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- DEEDS FOUNDATION (EIN 13-3752427)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-13
- IRS object ID
- 202631339349100523
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-13T07:22:01-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 132709344 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHEEHAN & COMPANY CPA PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 165 ORINOCO DRIVE | AddressLine1Txt |
| City | BRIGHTWATERS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11718 | 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 | 133752427 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE DEEDS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DEED | BusinessNameControlTxt |
| Phone | 2122497212 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 188 EAST 70TH STREET APT 13D | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10021 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LAURA S BENNETT | PersonNm |
| Person Title | PRESIDENT & DIRECTOR | PersonTitleTxt |
| Phone | 2122497212 | PhoneNum |
| Signature | 2026-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEPHANIE I HANDEL | PreparerPersonNm |
| PTIN | P01630631 | PTIN |
| Phone | 6316657040 | 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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,075,121 | 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 | $127,319 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $14,359 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $14,359 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $102,878 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $102,878 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $711,500 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,030,460 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $711,500 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $956,056 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $828,737 | 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 | $7,726 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $3,863 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,403 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,202 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $26,337 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $26,337 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $8,832 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $141,891 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $191,189 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $33,402 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $459,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $459,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $650,189 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $33,402 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $459,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $305,867 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $795,335 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $105,766 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $903,422 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $903,422 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,480,185 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,506,857 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,021,457 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $675,502 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $157,041 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $150,242 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,261,453 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,567,320 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,075,121 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $4,261,453 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $4,567,320 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,261,453 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,567,320 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,261,453 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,567,320 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,261,453 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $305,867 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,567,320 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,567,320 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| BNY MELLON #8710 (PUBLICLY TRADED SECURITIES) | P | $2,998,814 | $2,318,960 | $679,854 | $679,854 |
| CAPITAL GAINS DIVIDENDS | P | $31,646 | $31,646 | $31,646 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $711,500 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $11,055 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $11,055 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $11,055 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,560 | 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 | $6,560 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $4,495 | TaxDueAmt |
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 | NY | 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 | LAURA BENNETT | IndividualWithBooksNm |
| Phone | 2122497212 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 188 EAST 70TH STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10021 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| LAURA S BENNETT | ||||||||
| 188 EAST 70TH STREET APT 13D | NEW YORK | NY | 10021 | PRESIDENT; DIRECTOR | 6.00 | $0 | $0 | $0 |
| MARK BRADY | ||||||||
| 28 EAST 73RD STREET APT 9E | NEW YORK | NY | 10021 | VICE PRESIDENT; SECRETARY; DIRECTOR | 1.00 | $0 | $0 | $0 |
| DAVID LAUGHLIN | ||||||||
| 389 SOUTH LAKE DRIVE | PALM BEACH | FL | 33480 | TREASURER; DIRECTOR | 1.00 | $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 | $6,143,081 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $527,137 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,670,218 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,670,218 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $100,053 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,570,165 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $328,508 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $328,508 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $11,055 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $11,055 | TotalTaxAmt |
| Distributable Before Adj | $317,453 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $317,453 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $317,453 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $459,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $459,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $317,453 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $23,473 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $7,967 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $48,156 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $69,740 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $105,913 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $255,249 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $459,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $317,453 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $141,547 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $396,796 | 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 | $23,473 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $373,323 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $7,967 | ExcessFromYear4Amt |
| Excess From Year3 | $48,156 | ExcessFromYear3Amt |
| Excess From Year2 | $69,740 | ExcessFromYear2Amt |
| Excess From Year1 | $105,913 | ExcessFromYear1Amt |
| Excess From Current Year | $141,547 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (41 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| 564 PARK AVENUE RESTORATION FOUNDATION | ||||||
| 564 PARK AVENUE | NEW YORK | NY | 10032 | PC | GENERAL SUPPORT AND FOR THE COLONY CLUB - EXTERIOR RESTORATION | $2,000 |
| AMERICAN BALLET THEATRE | ||||||
| 8902 BROADWAY FLOOR 3 | NEW YORK | NY | 10018 | PC | GENERAL SUPPORT | $3,500 |
| AMERICAN FEDERATION FOR AGING RESEARCH | ||||||
| 55 WEST 39 STREET 16TH FL | NEW YORK | NY | 10018 | PC | GENERAL SUPPORT | $30,000 |
| AMERICARES | ||||||
| 88 HAMILTON AVENUE | STAMFORD | CT | 06902 | PC | HURRICANE MELISSA RELIEF $20,000; GENERAL SUPPORT $30,000 | $50,000 |
| BREAD FOR THE WORLD INSTITUTE | ||||||
| 425 3RD ST SW STE 1200 | WASHINGTON | DC | 20024 | PC | GENERAL SUPPORT | $5,000 |
| CARNEGIE HALL SOCIETY | ||||||
| 881 7TH AVENUE | NEW YORK | NY | 10019 | PC | GENERAL SUPPORT | $7,500 |
| CATHOLIC CHARITIES ARCHDIOCESE OF NY | ||||||
| 4111 BROADWAY | NEW YORK | NY | 10033 | PC | FEEDING OUR NEIGHBORS PROGRAM AND GENERAL SUPPORT | $20,000 |
| CENTRAL PARK CONSERVANCY | ||||||
| 14 E 60TH ST | NEW YORK | NY | 10022 | PC | GENERAL SUPPORT | $2,500 |
| CHURCH OF ST THOMAS MORE | ||||||
| 65 EAST 89TH STREET | NEW YORK | NY | 10128 | PC | GENERAL SUPPORT | $6,000 |
| CITY HARVEST | ||||||
| 6 EAST 32 STREET 5TH FLOOR | NEW YORK | NY | 10016 | PC | GENERAL SUPPORT | $15,000 |
| COMMON PANTRY OF NEW YORK | ||||||
| 8 EAST 109TH ST | NEW YORK | NY | 10029 | PC | GENERAL SUPPORT | $12,000 |
| CORNELIA CONNELLY CENTER | ||||||
| 220 E 4TH STREET | NEW YORK | NY | 10009 | PC | GENERAL SUPPORT | $15,000 |
| DOCTORS WITHOUT BORDERS | ||||||
| 40 RECTOR ST 16TH FLOOR | NEW YORK | NY | 10006 | PC | GENERAL SUPPORT | $2,000 |
| FOOD BANK FOR NEW YORK CITY | ||||||
| 39 BROADWAY | NEW YORK | NY | 10006 | PC | GENERAL SUPPORT | $12,000 |
| GREGORIAN UNIVERSITY FOUNDATION | ||||||
| 106 WEST 56TH STREET | NEW YORK | NY | 10019 | PC | GENERAL SUPPORT | $5,000 |
| HANDS TOGETHER | ||||||
| 10 CENTER STREET | CHICOPEE | MA | 01013 | PC | GENERAL SUPPORT | $5,000 |
| HOLY APOSTLES SOUP KITCHEN | ||||||
| 296 NINTH AVENUE | NEW YORK | NY | 10001 | PC | GENERAL SUPPORT | $12,000 |
| LEARNING ALLY | ||||||
| 545 5TH AVE SUITE 1005 | NEW YORK | NY | 10017 | PC | GENERAL SUPPORT | $6,000 |
| LEE PESKY LEARNING CENTER | ||||||
| 3324 EDLER STREET | BOISE | ID | 83705 | PC | GENERAL SUPPORT | $10,000 |
| MARY MANNING WALSH HOME | ||||||
| 1339 YORK AVENUE AT 72ND ST | NEW YORK | NY | 10021 | PC | GENERAL SUPPORT | $5,000 |
| MASTER DRAWINGS ASSOCIATION | ||||||
| 225 MADISON AVENUE | NEW YORK | NY | 10016 | PC | GENERAL SUPPORT | $33,000 |
| MEMORIAL SLOAN KETTERING CANCER CENTER | ||||||
| 1275 YORK AVENUE | NEW YORK | NY | 10065 | PC | GENERAL SUPPORT | $5,000 |
| MERCY CORP | ||||||
| PO BOX 2669 DEPT W | PORTLAND | OR | 97208 | PC | GENERAL SUPPORT | $1,000 |
| MERCY SHIPS | ||||||
| PO BOX 2020 | GARDEN VALLEY | TX | 75771 | PC | GENERAL SUPPORT | $1,000 |
| MISS PORTER'S SCHOOL | ||||||
| 60 MAIN STREET | FARMINGTON | CT | 06032 | PC | GENERAL SUPPORT | $5,000 |
| NATIONAL GALLERY OF ART | ||||||
| 6TH AND CONSTITUTION AVE NW | WASHINGTON | DC | 20565 | PC | DEPARTMENT OF DRAWINGS AND PRINTS, FOR ACQUISITION OF EUROPEAN MASTER DRAWINGS | $5,000 |
| NEW YORK CITY BALLET | ||||||
| 20 LINCOLN CENTER | NEW YORK | NY | 10023 | PC | NEW COMBINATIONS FUND | $25,000 |
| RONALD MCDONALD HOUSE | ||||||
| 405 E 73RD ST | NEW YORK | NY | 10021 | PC | GENERAL SUPPORT | $10,000 |
| SCAN HARBOR NEW YORK | ||||||
| 345 EAST 102ND ST 3RD FL | NEW YORK | NY | 10029 | PC | GENERAL SUPPORT | $28,000 |
| SMITH COLLEGE MUSEUM OF ART | ||||||
| 20 ELM STREET | NORTHAMPTON | MA | 01063 | PC | GENERAL SUPPORT | $5,000 |
| SPENCE SCHOOL | ||||||
| 22 EAST 91ST STREET | NEW YORK | NY | 10128 | PC | ANNUAL FUND | $5,000 |
| STOREFRONT ACADEMY | ||||||
| 70 E 129TH STREET | NEW YORK | NY | 10035 | PC | GENERAL SUPPORT | $7,000 |
| THE CARDINAL'S APPEAL | ||||||
| 1011 FIRST AVENUE 14TH FL | NEW YORK | NY | 10022 | PC | GENERAL SUPPORT | $5,000 |
| THE DOE FUND | ||||||
| 345 E 102ND ST 305 | NEW YORK | NY | 10028 | PC | GENERAL SUPPORT | $6,000 |
| THE FRICK COLLECTION | ||||||
| 1 EAST 70TH STREET | NEW YORK | NY | 10021 | PC | GENERAL SUPPORT | $7,500 |
| THE METROPOLITAN OPERA | ||||||
| 30 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | PC | GENERAL SUPPORT | $6,500 |
| THE MORGAN LIBRARY & MUSEUM | ||||||
| 225 MADISON AVENUE | NEW YORK | NY | 10016 | PC | FAIRFAX MURRAY SOCIETY & GENERAL SUPPORT | $65,000 |
| THE NATURE CONSERVANCY | ||||||
| 322 8TH AVENUE | NEW YORK | NY | 10001 | PC | GENERAL SUPPORT | $1,000 |
| THE ROCKEFELLER UNIVERSITY | ||||||
| 1230 YORK AVENUE | NEW YORK | NY | 10065 | PC | GENERAL SUPPORT | $2,500 |
| THE TRUSTEES OF COLUMBIA UNIVERSITY | ||||||
| 535 WEST 116TH STREET | NEW YORK | NY | 10027 | PC | PANCREAS CENTER | $5,000 |
| THE 30 BIRDS FOUNDATION | ||||||
| 1290 AVENUE OF THE AMERICAS | NEW YORK | NY | 10104 | PC | GENERAL SUPPORT | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $459,000 | 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 |
| Exclusion | $14,359 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $102,878 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $711,500 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $828,737 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $828,737 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | THE ESTATE OF DIANE NIXON | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21 EAST 87TH STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10128 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $127,319 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $6,403 | Amt |
| Net Investment Income | $3,202 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (88 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 102 PHILLIPS 66 | $11,589 | $13,162 |
| 105 ASSURANT INC | $16,392 | $25,289 |
| 117 EMERSON ELECTRIC CO | $15,743 | $15,528 |
| 1186 ISHARES TR S & P SMALLCAP 600 | $66,863 | $142,533 |
| 120 AMERICAN INTERNATIONAL GROUP INC | $3,360 | $10,266 |
| 120 SCHWAB CHARLES CORP NEW | $10,509 | $11,989 |
| 121 HARRIS CORPORATION | $28,544 | $35,522 |
| 124 BERKSHIRE HATHAWAY INC DEL CL B | $45,554 | $62,329 |
| 124 ILLUMINA INC | $15,166 | $16,264 |
| 130 AMETEK INC NEW | $23,320 | $26,690 |
| 130 SERVICENOW INC. | $26,660 | $19,915 |
| 13078.187 BNY MELLON INTERNATIONAL STOCK FUND CLY | $241,392 | $281,966 |
| 1376 NVIDIA CORP | $105,019 | $256,624 |
| 145 HOWMET AEROSPACE INC | $9,558 | $29,728 |
| 15 IDEXX LABS INC. | $7,966 | $10,148 |
| 150 NEWMONT MINING CORP | $6,736 | $14,978 |
| 151 BROADCOM INC | $28,808 | $52,261 |
| 159 CME GROUP INC | $11,216 | $16,931 |
| 162 JP MORGAN CHASE & CO | $21,254 | $52,200 |
| 17 GE VERNOVA LLC | $2,986 | $11,111 |
| 170 COMERICA INC. | $11,532 | $14,778 |
| 1734 APPLE INC | $15,568 | $471,405 |
| 180 DELTA AIRLINES INC. | $10,853 | $12,492 |
| 197 GILEAD SCIENCES INC | $21,259 | $24,180 |
| 200 ALCON, INC | $17,319 | $15,762 |
| 200 BRISTOL-MYERS SQUIBB COMPANY | $10,841 | $10,788 |
| 200 CRH PLC | $12,033 | $24,960 |
| 200 NETFLIX COM INC | $11,069 | $18,752 |
| 2080 ALPHABET INC | $21,167 | $651,040 |
| 209 VERALTO CORPORATION | $18,984 | $20,854 |
| 21 CASEYS GENERAL STORES INC. | $11,761 | $11,607 |
| 22 CUMMINS INC. | $9,400 | $11,230 |
| 22 INTUITIVE SURGICAL INC | $8,491 | $12,460 |
| 220 DOLBY LABORATORIES INC. | $17,093 | $14,128 |
| 226 JOHNSON & JOHNSON | $20,592 | $46,771 |
| 23 SPOTIFY TECHNOLOGY S.A | $14,235 | $13,356 |
| 230 VOYA FINANCIAL INC | $9,815 | $17,133 |
| 233 EXXON MOBIL CORP | $18,630 | $28,039 |
| 240 COSTAR GROUP INC | $20,924 | $16,138 |
| 240 ESTEE LAUDER COMPANIES CLASS A | $22,092 | $25,133 |
| 240 OMNICOM GROUP INC. | $17,631 | $19,380 |
| 25 AXON ENTERPRISE, INC. | $18,237 | $14,198 |
| 250 BENTLEY SYSTEMS INC. | $10,325 | $9,541 |
| 253 THE WALT DISNEY COMPANY | $27,940 | $28,784 |
| 2653.0514 JOHN HANCOCK FUNDS III- DISCIPLINED VALUE MID CAP FUND | $75,000 | $72,853 |
| 284 ISHARES S&P 500 INDEX FUND | $169,150 | $194,523 |
| 289 ISHARES RUSSELL 1000 GROWTH | $101,766 | $136,784 |
| 300 DOMINION RES INC VA NEW | $14,604 | $17,577 |
| 350 INTERNATIONAL PAPER CO | $16,786 | $13,787 |
| 350 OLD REPUBLIC INTL CORP | $15,858 | $15,974 |
| 3593 ISHARES MSCI EMERGING MARKETS EX CHINA ETF | $199,656 | $261,139 |
| 390 LAS VEGAS SANDS CORP | $14,313 | $25,385 |
| 41 HUBSPOT, INC. | $22,106 | $16,453 |
| 410 AT&T INC | $7,436 | $10,184 |
| 43 AON PLC/IRELAND A | $15,447 | $15,174 |
| 430 E Q T CORPORATION | $19,896 | $23,048 |
| 450 MEDTRONIC, PLC ADR | $37,474 | $43,227 |
| 467 ILLINOIS TOOL WORKS | $22,645 | $115,022 |
| 48 GOLDMAN SACHS GROUP INC. | $28,838 | $42,192 |
| 50 UNITEDHEALTH GROUP INC | $10,813 | $16,506 |
| 500 CHEWY, INC | $9,343 | $16,525 |
| 51 TRANE TECHNOLOGIES PUBLIC LIMITED CO | $7,188 | $19,849 |
| 510 PFIZER INC | $13,418 | $12,699 |
| 53 SYNOPSYS INC. | $23,860 | $24,895 |
| 530 FREEPORT MCMORAN COPPER & GOLD INC | $25,928 | $26,919 |
| 540 C S X CORP | $13,977 | $19,575 |
| 541 MICROSOFT CORPORATION | $56,721 | $261,638 |
| 556 ISHARES RUSSELL 2000 INDEX FUND | $102,432 | $136,865 |
| 608 AMAZON.COM INC | $83,264 | $140,339 |
| 610 CISCO SYSTEMS INC. | $38,831 | $46,988 |
| 62 TEXAS INSTRUMENTS INC. | $11,131 | $10,756 |
| 6241 ISHARES CORE MSCI (IEFA) | $449,656 | $558,320 |
| 65 THERMO FISHER SCIENTIFIC INC. | $33,708 | $37,664 |
| 68 META PLATFORMS INC. | $45,553 | $44,886 |
| 69 CAPITAL ONE FINANCIAL CORPORATION | $13,151 | $16,723 |
| 69 SHOPIFY INC. | $7,111 | $11,107 |
| 73 MARATHON PETROLEUM CORP | $11,004 | $11,872 |
| 75 APPLIED MATERIALS INC | $10,215 | $19,274 |
| 77 CONSTELLATION ENERGY | $8,950 | $27,202 |
| 780 BANK OF AMERICA CORP | $25,533 | $42,900 |
| 79 HUBBELL INC COM | $30,265 | $35,085 |
| 81 DOVER CORP | $14,206 | $15,814 |
| 84 HUMANA INC. | $22,638 | $21,515 |
| 8538.689 G Q G PARTNERS EMERGING MARKETS EQUITY FUND | $145,755 | $151,989 |
| 9222 ISHARES TR S & P MIDCAP 400 INDEX FUND | $418,699 | $608,652 |
| 960 FORD MOTOR COMPANY | $10,426 | $12,595 |
| 97 DIAMONDBACK ENERGY INC | $13,794 | $14,582 |
| 98 REPLIGEN CORP | $11,886 | $16,058 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | 12,009.72 BNY MELLON BOND FUND | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $157,041 | BookValueAmt |
| EOYFMV | $150,242 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $7,726 | LegalFeesAmt |
| Net Investment Income | $3,863 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK CHARGES | $4 | $0 | $0 |
| OFFICE EXPENSES | $108 | $0 | $0 |
| OTHER EXPENSE - TRANSFERS TO OTHER TRUSTS | $141,779 | $0 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $26,337 | Amt |
| Net Investment Income | $26,337 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FILING FEES | $250 | $0 | $0 |
| FEDERAL TAX | $8,582 | $0 | $0 |