JOEL DEAN FOUNDATION INC: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- JOEL DEAN FOUNDATION INC (EIN 13-6097306)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-15
- IRS object ID
- 202631359349102688
- Schema version
- 2025v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-15T11:33:03-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 112473984 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LESHKOWITZ & COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 45 BROADWAY 8TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10006 | 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 | 136097306 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOEL DEAN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOEL | BusinessNameControlTxt |
| Phone | 3016561227 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO JURRIEN DEAN 7422 HAMPDEN LANE | AddressLine1Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20814 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JURRIEN DEAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3016561227 | PhoneNum |
| Signature | 2026-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSHUA WEICHSELBAUM | PreparerPersonNm |
| PTIN | P01484724 | PTIN |
| Phone | 2125325550 | PhoneNum |
| Preparation | 2026-05-13 | 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 | $12,750,958 | 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 | $194,642 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $194,642 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $539,152 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $760,000 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $539,152 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $733,794 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $733,794 | 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 |
| Accounting Fees Rev And Expnss | $4,963 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,482 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,481 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $11,076 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $250 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $125 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $125 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $16,289 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,607 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,606 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $539,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $539,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $555,289 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,607 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $541,606 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $178,505 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $731,187 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $5,946 | CashBOYAmt |
| Cash EOY | $14,657 | CashEOYAmt |
| Cash EOYFMV | $14,657 | CashEOYFMVAmt |
| Other Investments BOY | $4,106,885 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,276,679 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $12,736,301 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,112,831 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,291,336 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $12,750,958 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $4,112,831 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $4,291,336 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,112,831 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,291,336 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,112,831 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,291,336 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,112,831 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $178,505 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,291,336 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,291,336 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | 5325.948 SHS OF STOCK VNGRD TTL STK MKT I | PropertyDesc |
| Acquired | 2010-11-08 | AcquiredDt |
| Sold | 2025-11-04 | SoldDt |
| Gross Sales Price | $760,000 | GrossSalesPriceAmt |
| Cost Or Other Basis | $220,848 | CostOrOtherBasisAmt |
| Gain Or Loss | $539,152 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $539,152 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $539,152 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $10,163 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $10,163 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $10,163 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,240 | 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 | $7,240 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $2,923 | 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 | JURRIEN DEAN | IndividualWithBooksNm |
| Phone | 3016561227 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7422 HAMPDEN LANE | AddressLine1Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 208141366 | 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 |
|---|---|---|---|---|---|---|---|---|
| JURRIEN DEAN | ||||||||
| 7422 HAMPDEN LANE | BETHESDA | MD | 20814 | PRES., TREAS. | 2.00 | $0 | $0 | $0 |
| GILLIAN DEAN | ||||||||
| 14701 FARWELL AVE | SARATOGA | CA | 95070 | V. PRES.,DIR. | 2.00 | $0 | $0 | $0 |
| JOEL DEAN JR | ||||||||
| 14 HOPKE AVE | HASTINGSONHUDSON | NY | 10706 | V. PRES.,DIR. | 2.00 | $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 | $12,179,416 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $9,510 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $12,188,926 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $12,188,926 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $182,834 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $12,006,092 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $600,305 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $600,305 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $10,163 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $10,163 | TotalTaxAmt |
| Distributable Before Adj | $590,142 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $590,142 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $590,142 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $541,606 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $541,606 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $590,142 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $539,427 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $541,606 | QualifyingDistributionsAmt |
| Applied To Year1 | $539,427 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,179 | 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 | $587,963 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (81 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AGAINST MALARIA FOUNDATION | ||||||||
| PO BOX 7247-6370 | PHILADELPHIA | PA | 191706370 | N/A | PC | PROGRAM SUPPORT | $7,500 | |
| ALPERT MEDICAL SCHOOL OF BROWN UNIVERSITY | ||||||||
| BOX 1893 | PROVIDENCE | RI | 02912 | N/A | PC | PROGRAM SUPPORT | $1,000 | |
| AMERICAN CIVIL LIBERTIES UNION FOUNDATION | ||||||||
| 125 BROAD STREET 18TH FLOOR | NEW YORK | NY | 10004 | N/A | PC | PROGRAM SUPPORT | $12,500 | |
| AMERICAN SCHOOL OF CLASSICAL STUDIES AT ATHENS | ||||||||
| 321 WALL STREET | PRINCETON | NJ | 085401515 | N/A | PC | PROGRAM SUPPORT | $1,200 | |
| APPALACHIAN MOUNTAIN CLUB | ||||||||
| 10 CITY SQUARE | BOSTON | MA | 02129 | N/A | PC | PROGRAM SUPPORT | $2,000 | |
| AUSTIN PETS ALIVE | ||||||||
| 1156 WEST CESAR CHAVEZ | AUSTIN | TX | 78703 | N/A | PC | PROGRAM SUPPORT | $2,000 | |
| BARBARA BUSH CHILDREN'S HOSPITAL | ||||||||
| 22 BRAMHALL STREET | PORTLAND | ME | 04102 | N/A | PC | PROGRAM SUPPORT | $2,000 | |
| BELLE FOUNDATION | ||||||||
| PO BOX 8601 | SAN JOSE | CA | 95155 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| BEREA COLLEGE | ||||||||
| CPO 2216 | BEREA | KY | 40404 | N/A | PC | ENDOWMENT | $52,000 | |
| BREAKTHROUGH CENTRAL TEXAS | ||||||||
| 3100 E 5TH STREET SUITE 375 | AUSTIN | TX | 78702 | N/A | PC | PROGRAM SUPPORT | $2,000 | |
| BUCKNELL UNIVERSITY | ||||||||
| 1 DENT DRIVE | LEWISBURG | PA | 17837 | N/A | PC | PROGRAM SUPPORT | $1,000 | |
| CAMP JOY FOUNDATION | ||||||||
| PO BOX 417 | CLARKSVILLE | OH | 45113 | N/A | PC | PROGRAM SUPPORT | $11,050 | |
| CAPE ELIZABETH LAND TRUST | ||||||||
| 330 OCEAN HOUSE ROAD | CAPE ELIZABETH | ME | 04107 | N/A | PC | PROGRAM SUPPORT | $2,000 | |
| CAPITAL AREA FOOD BANK | ||||||||
| 4900 PUERTO RICO AVENUE NE | WASHINGTON DC | DC | 20017 | N/A | PC | PROGRAM SUPPORT | $5,000 | |
| CHINQUAPIN PREPARATORY SCHOOL | ||||||||
| 2615 E WALLISVILLE ROAD | HIGHLANDS | TX | 775623199 | N/A | PC | PROGRAM SUPPORT | $1,500 | |
| CHRIST HOUSE | ||||||||
| PO BOX 21467 | WASHINGTON DC | DC | 200099996 | N/A | PC | PROGRAM SUPPORT | $5,000 | |
| CITY LIGHTS THEATER COMPANY | ||||||||
| PO BOX 720640 | SAN JOSE | CA | 95172 | N/A | PC | PROGRAM SUPPORT | $4,000 | |
| CLASSICAL KDFC | ||||||||
| 201 THIRD STREET SUITE 1200 | SAN FRANCISCO | CA | 94103 | N/A | PC | PROGRAM SUPPORT | $5,000 | |
| COLUMBIA COLLEGE | ||||||||
| PO BOX 1523 | NEW YORK | NY | 10008 | N/A | PC | PROGRAM SUPPORT | $3,000 | |
| COLUMBIA UNIVERSITY | ||||||||
| 516 WEST 168TH STREET 3RD FLOOR | NEW YORK | NY | 10032 | N/A | PC | PROGRAM SUPPORT | $5,000 | |
| COLUMBIA UNIVERSITY | ||||||||
| 622 WEST 113TH STREET | NEW YORK | NY | 10025 | N/A | PC | DEAN BIOLOGICAL SCIENCES FUND | $27,000 | |
| DEERFIELD ACADEMY | ||||||||
| PO BOX 306 | DEERFIELD | MA | 01342 | N/A | PC | PROGRAM SUPPORT | $1,000 | |
| DISABILITY RIGHTS EDUCATION DEFENSE FUND | ||||||||
| 3075 ADELINE STREET SUITE 210 | DEERFIELD | MA | 01342 | N/A | PC | PROGRAM SUPPORT | $7,500 | |
| FAMILY PROMISE | ||||||||
| 71 SUMMIT AVE | SUMMIT | NJ | 07901 | N/A | PC | PROGRAM SUPPORT | $1,000 | |
| FREEDOM READS | ||||||||
| 2666 STATE STREET SUITE 5A | HAMDEN | CT | 06517 | N/A | PC | PROGRAM SUPPORT | $5,000 | |
| FRIENDS AND BENEFACTORS OF MARYMOUNT INTERNATIONAL SCHOOL OF PARIS | ||||||||
| 101 PARK AVENUE SUITE 3500 | NEW YORK | NY | 10178 | N/A | PC | DIGITAL LAB EQUIPMENT, COMPUTER TECHNOLOGY, SOFTWARE AND APS | $26,500 | |
| FRIENDS OF ACADIA | ||||||||
| PO BOX 45 | BAR HARBOR | ME | 04609 | N/A | PC | PROGRAM SUPPORT | $7,000 | |
| FRIENDS OF FORT WILLIAMS PARK | ||||||||
| 299 OCEAN HOUSE RD | CAPE ELIZABETH | ME | 04107 | N/A | PC | PROGRAM SUPPORT | $2,000 | |
| GEORGETOWN DAY SCHOOL | ||||||||
| 4200 DAVENPORT STREET | WASHINGTON | DC | 200164560 | N/A | PC | PROGRAM SUPPORT | $1,500 | |
| GOOD SHEPHARD FOOD BANK | ||||||||
| PO BOX 1807 | AUBURN | ME | 042117807 | N/A | PC | PROGRAM SUPPORT | $2,000 | |
| GREATER AUSTIN YMCA | ||||||||
| 55 N IH 35 | AUSTIN | TX | 78702 | N/A | PC | EAST COMMUNITIES ANNUAL CAMPAIGN | $2,000 | |
| GREEN ACRES SCHOOL | ||||||||
| 1701 DANVILLE DRIVE | ROCKVILLE | MD | 20852 | N/A | PC | PROGRAM SUPPORT | $2,000 | |
| HARVARD COLLEGE | ||||||||
| PO BOX 419209 | BOSTON | MA | 022419209 | N/A | PC | PROGRAM SUPPORT | $2,000 | |
| HARVEY MUDD COLLEGE | ||||||||
| 301 PLATT BOULEVARD | CLAREMONT | CA | 917115990 | N/A | PC | PROGRAM SUPPORT | $3,000 | |
| HASTINGS HISTORICAL SOCIETY | ||||||||
| 407 BROADWAY | HASTINGSONHUDSON | NY | 10706 | N/A | PC | PROGRAM SUPPORT | $2,400 | |
| HASTINGS-ON-HUDSON UNION FREE SCHOOL DISTRICT | ||||||||
| 27 FARRAGUT AVENUE | HASTINGSONHUDSON | NY | 10706 | N/A | PC | PROGRAM SUPPORT | $6,500 | |
| HASTINGS-ON-HUDSON VILLAGE | ||||||||
| 7 MAPLE STREET | HASTINGSONHUDSON | NY | 10706 | N/A | PC | PROGRAM SUPPORT | $2,350 | |
| HUMANE SOCIETY OF THE UNITED STATES | ||||||||
| 1255 23RD STREET NW SUITE 450 | WASHINGTON | DC | 20037 | N/A | NC | PROGRAM SUPPORT | $7,500 | |
| INK PEOPLE CENTERS FOR ARTS AND CULTURE | ||||||||
| 627 3RD ST | EUREKA | CA | 95501 | N/A | PC | PROGRAM SUPPORT | $5,000 | |
| INSTITUTE OF CONTEMPORARY ART | ||||||||
| 560 SOUTH FIRST STREET | SAN JOSE | CA | 95113 | N/A | PC | PROGRAM SUPPORT | $10,000 | |
| INTERNATIONAL WOLF CENTER | ||||||||
| 7100 NORTHLAND CIRCLE N SUITE 205 | MINNEAPOLIS | MN | 55428 | N/A | PC | PROGRAM SUPPORT | $1,000 | |
| JAZZ FORUM ARTS | ||||||||
| 1 DIXON LANE | TARRYTOWN | NY | 10591 | N/A | PC | PROGRAM SUPPORT | $1,500 | |
| JOHNS HOPKINS CENTER FOR TALENTED YOUTH | ||||||||
| PO BOX 64710 | BALTIMORE | MD | 21264 | N/A | PC | ENDOWMENT | $500 | |
| JOHNS HOPKINS UNIVERSITY | ||||||||
| 3400 N CHARLES STREET | BALTIMORE | MD | 21218 | N/A | PC | ENDOWMENT | $71,000 | |
| KEALING MIDDLE SCHOOL | ||||||||
| 1607 PENNSYLVANIA AVENUE | AUSTIN | TX | 78702 | N/A | NC | PROGRAM SUPPORT | $2,000 | |
| KETCHA OUTDOORS | ||||||||
| 336 BLACK POINT RD | SCARBOROUGH | ME | 04074 | N/A | PC | PROGRAM SUPPORT | $2,000 | |
| KQED PUBLIC RADIO | ||||||||
| 2601 MARIPOSA STREET | SAN FRANCISCO | CA | 941101426 | N/A | PC | PROGRAM SUPPORT | $5,000 | |
| KUT AUSTIN | ||||||||
| 300 W DEAN KEETON ST A0704 | AUSTIN | TX | 787121061 | N/A | PC | PROGRAM SUPPORT | $1,000 | |
| LITTLE RED SCHOOL HOUSE | ||||||||
| 272 SIXTH AVENUE | NEW YORK | NY | 10014 | N/A | PC | PROGRAM SUPPORT | $500 | |
| MAGNOLIA MONTESSSORI FOR ALL | ||||||||
| 5100 PECAN BROOK DRIVE | AUSTIN | TX | 78724 | N/A | PC | PROGRAM SUPPORT | $1,000 | |
| MAINE COAST HERITAGE TRUST | ||||||||
| 1 BOWDOIN MILL ISLAND STE 201 | TOPHSHAM | ME | 04086 | N/A | PC | PROGRAM SUPPORT | $2,000 | |
| MAINE COMMUNITY FOUNDATION | ||||||||
| 245 MAIN STREET | ELLSWORTH | ME | 04605 | N/A | PC | PROGRAM SUPPORT | $2,000 | |
| MAINE NEEDS | ||||||||
| PO BOX 4174 | PORTLAND | ME | 04101 | N/A | PC | PROGRAM SUPPORT | $2,000 | |
| MASSACHUSETTS AUDOBON SOCIETY | ||||||||
| 208 SOUTH GREAT ROAD | LINCOLN | MA | 01773 | N/A | PC | PROGRAM SUPPORT | $1,000 | |
| MASSACHUSETTS GENERAL HOSPITAL | ||||||||
| 125 NASHUA STREET SUITE 540 | BOSTON | MA | 02114 | N/A | PC | PROGRAM SUPPORT | $3,000 | |
| MONTALVO ARTS CENTER | ||||||||
| 15400 MONTALVO ROAD PO BOX 158 | SARATOGA | CA | 95071 | N/A | PC | PROGRAM SUPPORT | $6,000 | |
| NATIONAL ALLIANCE ON MENTAL ILLNESS | ||||||||
| 4301 WILSON BOULEVARD SUITE 300 | ARLINGTON | VA | 22203 | N/A | PC | PROGRAM SUPPORT | $5,000 | |
| OBERLIN COLLEGE | ||||||||
| PO BOX 72110 | CLEVELAND | OH | 441920002 | N/A | PC | ENDOWMENT | $3,000 | |
| OPERA SAN JOSE | ||||||||
| 2149 PARAGON DRIVE | SAN JOSE | CA | 95131 | N/A | PC | PROGRAM SUPPORT | $112,000 | |
| PARAMOUNT THEATRE | ||||||||
| 713 CONGRESS AVENUE | AUSTIN | TX | 78701 | N/A | PC | PROGRAM SUPPORT | $1,000 | |
| PEOPLE'S CLINIC AUSTIN CO DEVELOPMENT OFFICE | ||||||||
| 1101 CAMINO LA COSTA | AUSTIN | TX | 78752 | N/A | PC | PROGRAM SUPPORT | $2,000 | |
| PROPUBLICA | ||||||||
| 155 AVENUE OF THE AMERICAS 13TH | NEW YORK | NY | 10013 | N/A | PC | PROGRAM SUPPORT | $5,000 | FLOOR |
| SAN JOSE MUSEUM OF ART | ||||||||
| 110 SOUTH MARKET STREET | SAN JOSE | CA | 95113 | N/A | PC | PROGRAM SUPPORT | $5,000 | |
| STANFORD UNIVERSITY | ||||||||
| PO BOX 20466 | STANFORD | CA | 943090466 | N/A | PC | PROGRAM SUPPORT | $1,000 | |
| STANFORD UNIVERSITY | ||||||||
| PO BOX 20466 | STANFORD | CA | 943090466 | N/A | PC | FINANCIAL AID | $1,000 | |
| STUDENT CONSERVATION ASSOCIATION | ||||||||
| 689 RIVER ROAD | CHARLESTOWN | NH | 03603 | N/A | PC | PROGRAM SUPPORT | $5,000 | |
| SWARTHMORE COLLEGE JOEL DEAN RESEARCH PROGRAM | ||||||||
| 500 COLLEGE AVENUE | SWARTHMORE | PA | 19081 | N/A | PC | ENDOWMENT | $1,000 | |
| THE BLACK FAIRY GODMOTHER FOUNDATION | ||||||||
| SUITE 2600 | NEWARK | NJ | 07102 | N/A | PC | PROGRAM SUPPORT | $5,000 | |
| THE MARET SCHOOL | ||||||||
| 3000 CATHEDRAL AVENUE NW | WASHINGTON | DC | 20008 | N/A | PC | PROGRAM SUPPORT | $500 | |
| THE MEDICAL LETTER | ||||||||
| 145 HUGUENOT STREET SUITE 312 | NEW ROCHELLE | NY | 10801 | N/A | PC | PROGRAM SUPPORT | $5,000 | |
| THE NATURE CONSERVANCY | ||||||||
| 4245 NORTH FAIRFAX DRIVE SUITE 100 | ARLINGTON | VA | 22203 | N/A | PC | PROGRAM SUPPORT | $5,000 | |
| THE UNIVERSITY OF TEXAS AT AUSTIN | ||||||||
| PO BOX 7458 | AUSTIN | TX | 787137458 | N/A | PC | PROGRAM SUPPORT | $1,000 | |
| THEATRE WORKS | ||||||||
| PO BOX 50458 | PALO ALTO | CA | 943030458 | N/A | PC | PROGRAM SUPPORT | $2,000 | |
| UNIVERSITY OF CHICAGO | ||||||||
| 5235 S HARPER COURT 4TH FLOOR | CHICAGO | IL | 60615 | N/A | PC | SCHOLARSHIP AID | $1,000 | |
| UNTERMYER GARDENS CONSERVANCY | ||||||||
| 945 NORTH BROADWAY | YONKERS | NY | 10701 | N/A | PC | PROGRAM SUPPORT | $2,000 | |
| VANDERBILT UNIVERSITY | ||||||||
| PMB 407727 2301 VANDERBILT PLACE | NASHVILLE | TN | 372039700 | N/A | PC | PROGRAM SUPPORT | $1,000 | |
| WAMU 885 FM | ||||||||
| PO BOX 98101 | WASHINGTON DC | DC | 200908101 | N/A | PC | PROGRAM SUPPORT | $5,000 | |
| WAYNFLETE SCHOOL | ||||||||
| 360 SPRING STREET | PORTLAND | ME | 04102 | N/A | PC | PROGRAM SUPPORT | $6,000 | |
| WESLEYAN UNIVERSITY | ||||||||
| 55 HIGH STREET | MIDDLETOWN | CT | 06457 | N/A | PC | PROGRAM SUPPORT | $1,000 | |
| WHITMAN COLLEGE | ||||||||
| 345 BOYER AVENUE | WALLA WALLA | WA | 99362 | N/A | PC | PROGRAM SUPPORT | $9,000 | |
| YMCA OF SILICON VALLEY | ||||||||
| 13500 QUITO ROAD | SARATOGA | CA | 95070 | N/A | PC | PROGRAM SUPPORT | $4,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $539,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $194,642 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $539,152 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $733,794 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $733,794 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,963 | Amt |
| Net Investment Income | $2,482 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,481 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| VANGUARD FEDERAL MONEY MARKET FUND | AT COST | $1,450 | $1,450 |
| SHORT-TERM BOND INDEX FUND ADMIRAL SHARES | AT COST | $1,149,753 | $1,143,775 |
| TAX-MANAGED SMALL CAP FUND ADMIRAL SHARES | AT COST | $459,042 | $1,301,798 |
| TOTAL STOCK MARKET INDEX FUND INSTITUTIONAL SHARES | AT COST | $2,666,434 | $10,289,278 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NYS FILING FEE | Desc |
| Revenue And Expenses Per Books | $250 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $125 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $125 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES | CategoryTxt |
| Amt | $11,076 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |