Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
VAN BEUREN CHARITABLE FOUNDATION INC
C/O BRANDYWINE GROUP ADVISORS INC
Number and street (or P.O. box number if mail is not delivered to street address)501 MADISON AVE 17TH FL
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NEW YORK, NY10022
A Employer identification number

22-2773769
B Telephone number (see instructions)

(212) 319-2700
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$343,313,671J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 6,060,488 6,003,936  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 11,807,616
b Gross sales price for all assets on line 6a 11,807,616
7 Capital gain net income (from Part IV, line 2)... 11,807,616
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
2,045,142 2,045,142  
12 Total. Add lines 1 through 11........ 19,913,246 19,856,694  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 435,896 0   435,896
14 Other employee salaries and wages...... 428,937 0   428,937
15 Pension plans, employee benefits....... 257,221 0   257,221
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
8,958 5,972   2,986
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
52,891 52,891   0
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
2,527,282 2,527,282   0
17 Interest............... 401,694 401,694   0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
223,433 0   59,629
19 Depreciation (attach schedule) and depletion... 85,055 85,055  
20 Occupancy.............. 114,273 0   114,273
21 Travel, conferences, and meetings....... 21,575 0   21,575
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,045,268 5,081   633,340
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 5,602,483 3,077,975   1,953,857
25 Contributions, gifts, grants paid....... 11,898,623 11,898,623
26 Total expenses and disbursements. Add lines 24 and 25 17,501,106 3,077,975   13,852,480
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 2,412,140
b Net investment income (if negative, enter -0-) 16,778,719
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 14,658,669 19,327,067 19,327,067
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 82,375,918 Click to see attachment
List of Attached Documents:
// Content
91,681,432 		91,681,432
c Investments—corporate bonds (attach schedule)....... 23,646,466 Click to see attachment
List of Attached Documents:
// Content
24,992,911 		24,992,911
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 184,288,401 Click to see attachment
List of Attached Documents:
// Content
206,174,337 		206,174,337
14 Land, buildings, and equipment: basis right arrow1,306,886
Less: accumulated depreciation (attach schedule) right arrow394,195 955,130 912,691 912,691
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
114,377 		Click to see attachment
List of Attached Documents:
// Content
225,233 		Click to see attachment
List of Attached Documents:
// Content
225,233
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 306,038,961 343,313,671 343,313,671
Liabilities 17 Accounts payable and accrued expenses.......... 207,110 60,587
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
0 		Click to see attachment
List of Attached Documents:
// Content
384,321
23 Total liabilities (add lines 17 through 22)......... 207,110 444,908
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 305,831,851 342,868,763
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 305,831,851 342,868,763
30 Total liabilities and net assets/fund balances (see instructions). 306,038,961 343,313,671
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
305,831,851
2
Enter amount from Part I, line 27a .....................
2
2,412,140
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
34,624,772
4
Add lines 1, 2, and 3 ..........................
4
342,868,763
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
342,868,763
Form 990-PF (2023)
Form 990-PF (2023)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a SEC LIT/WASH SALES/ADJUSTMENTS P 2020-01-01 2023-06-01
b REALIZED GAINS & LOSSES P 2020-01-01 2023-06-01
c REALIZED GAINS & LOSSES P 2023-01-01 2023-06-01
d THRU PARTNERSHIPS P    
e THRU PARTNERSHIPS P 2023-01-01 2023-06-01
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 17,364     17,364
b 8,596,237     8,596,237
c 97,583     97,583
d 2,754,249     2,754,249
e 342,183     342,183
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       17,364
b       8,596,237
c       97,583
d       2,754,249
e       342,183
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 11,807,616
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 233,224
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 233,224
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 233,224
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 442,237
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 442,237
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 209,013
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow209,013 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowRI
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowBRANDYWINE TRUST COMPANY Telephone no.right arrow (302) 234-5750

Located atright arrow7234 LANCASTER PIKE SUITE 300AHOCKESSINDE ZIP+4right arrow19707
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2023? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2023.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
ARCHBOLD D VAN BEUREN VICE CHAIRMAN & SECRETARY
0.00 		0 0 0
C/O VAN BEUREN CHARITABLE FDN 449
THAMES ST UNIT 112
NEWPORT,RI028403283
ANDREA VAN BEUREN BOARD MEMBER
0.00 		0 0 0
C/O VAN BEUREN CHARITABLE FDN 449
THAMES ST UNIT 112
NEWPORT,RI028403283
STEPHEN L GLASCOCK BOARD MEMBER & ASS'T TREASURER
0.00 		0 0 0
C/O VAN BEUREN CHARITABLE FDN 449
THAMES ST UNIT 112
NEWPORT,RI028403283
HOPE HILL VAN BEUREN BOARD MEMBER
0.00 		0 0 0
C/O VAN BEUREN CHARITABLE FDN 449
THAMES ST UNIT 112
NEWPORT,RI028403283
BARBARA VAN BEUREN CHAIRMAN
0.00 		0 0 0
C/O VAN BEUREN CHARITABLE FDN 449
THAMES ST UNIT 112
NEWPORT,RI028403283
HELENE B VAN BEUREN BOARD MEMBER
0.00 		0 0 0
C/O VAN BEUREN CHARITABLE FDN 449
THAMES ST UNIT 112
NEWPORT,RI028403283
ROGER KASS TREASURER
0.00 		0 0 0
C/O VAN BEUREN CHARITABLE FDN 449
THAMES ST UNIT 112
NEWPORT,RI028403283
ELIZABETH R LYNN PRESIDENT & ASSISTANT TREA
40.00 		329,466 71,333 0
C/O VAN BEUREN CHARITABLE FDN 449
THAMES ST UNIT 112
NEWPORT,RI028403283
KIM L DAME ASSISTANT SECRETARY
40.00 		106,430 44,810 0
C/O VAN BEUREN CHARITABLE FDN 449
THAMES ST UNIT 112
NEWPORT,RI028403283
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
THOMAS BRENDLER NONE
40.00 		145,348 51,342 0
C/O VAN BEUREN CHARITABLE FDN 449
THAMES ST UNIT 1
NEWPORT,RI028403283
MARY JOHNSON NONE
40.00 		89,195 36,072 0
C/O VAN BEUREN CHARITABLE FDN 449
THAMES ST UNIT 1
NEWPORT,RI028403283
MARYKATE BERGEN NONE
40.00 		103,790 20,983 0
C/O VAN BEUREN CHARITABLE FDN 449
THAMES ST UNIT 1
NEWPORT,RI028403283
RACHEL CAPRONI NONE
40.00 		59,281 28,706 0
C/O VAN BEUREN CHARITABLE FDN 449
THAMES ST UNIT 1
NEWPORT,RI028403283
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1 FIELD BUILDING INITIATIVE - DATA, RESEARCH, CONVENING, EVALUATION AND STRATEGY FACILITATION RELATED TO ASSESSING BEHAVORIAL HEALTH, CHILDREN'S LITERACY, ECONOMIC DEVELOPMENT, LOCAL BROADBAND ACCESS & BIKE PATH ACCESS. 302,687
2 LEADERSHIP SERIES - WORKSHOP/TRAININGS, ASSESSMENT AND COACHING TO STRENGTHEN STRATEGIC PARTNERSHIPS AND COLLECTIVE IMPACT. 139,957
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
305,488,050
b
Average of monthly cash balances.......................
1b
19,820,786
c
Fair market value of all other assets (see instructions)................
1c
1,010,264
d
Total (add lines 1a, b, and c).........................
1d
326,319,100
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
326,319,100
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
4,894,787
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
321,424,313
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
16,071,216
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
16,071,216
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
233,224
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
233,224
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
15,837,992
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
15,837,992
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
15,837,992
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
13,852,480
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
13,852,480
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 15,837,992
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 7,288,290
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 13,852,480
a Applied to 2022, but not more than line 2a 7,288,290
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2023 distributable amount..... 6,564,190
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		9,273,802
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023....  
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2023, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2023)
Form 990-PF (2023)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

564 PARK AVENUE PRESERVATION FOUNDATION

564 PARK AVENUE
NEW YORK,NY10065 		NONE PUBLIC CHARITY MAKING AN ENTRANCE CAMPAIGN 10,000

A BETTER SHOT FOUNDATION

9600 EAGLE PERSERVE DRIVE
ENGLEWOOD,FL342249172 		NONE PUBLIC CHARITY SCHOLARSHIP PROGRAM 25,000

ACADEMY IN MANAYUNK INC

1200 RIVER ROAD
CONSHOCHOCKEN,PA19428 		NONE PUBLIC CHARITY AIM HIGHER CAMPAIGN 180,000

ACADEMY OF MUSIC OF PHILADELPHIA

240 S BROAD STREET
PHILADELPHIA,PA19102 		NONE PUBLIC CHARITY ACADEMY OF MUSIC RESTORATION AND UNRESTRICTED SUPPORT 2,500

ALLEN-CHASE FOUNDATION

PO BOX 7646
DEERFIELD,MA01342 		NONE PUBLIC CHARITY ANNUAL FUND 20,000

AMENITY AID

55 JEFFERSON BLVD LL4
WARWICK,RI02888 		NONE PUBLIC CHARITY ACCESS TO HYGIENE PRODUCTS IN COLLABORATION WITH NEWPORT'S COMMUNITY SUPPORT NETWORK 20,150

AMERICAN PRAIRIE FOUNDATION

PO BOX 908
BOZEMAN,MT59771 		NONE PUBLIC CHARITY UNRESTRICTED 5,000

AMERICAN PUBLIC MEDIA GROUP

480 CEDAR STREET
ST PAUL,MN55101 		NONE PUBLIC CHARITY UNRESTRICTED 2,500

ANNUAL GOWANUS ARTISTA STUDIO TOUR

282 22ND STREET 3
BROOKLYN,NY11215 		NONE PUBLIC CHARITY UNRESTRICTED 5,000

AQUIDNECK COMMUNITY TABLE

PO BOX 1481
NEWPORT,RI02840 		NONE PUBLIC CHARITY CAPACITY SUPPORT 8,000

AQUIDNECK ISLAND PLANNING COMMISSION

55 JOHN CLARKE ROAD
MIDDLETOWN,RI02842 		NONE PUBLIC CHARITY UNSPENT FUNDS RETURNED -6,740

AQUIDNECK LAND TRUST

790 AQUIDNECK AVENUE
MIDDLETOWN,RI02842 		NONE PUBLIC CHARITY STRIKE FUND AND ASSOCIATED PROPERTIES RECOVERABLE GRANT -915,019

AQUIDNECK LAND TRUST

790 AQUIDNECK AVENUE
MIDDLETOWN,RI02842 		NONE PUBLIC CHARITY RENEWED GENERAL OPERATIONS & CAPACITY SUPPORT 77,975

AQUIDNECK LAND TRUST

790 AQUIDNECK AVENUE
MIDDLETOWN,RI02842 		NONE PUBLIC CHARITY NEWPORT OPEN SPACE PARTNERSHIP 50,000

ART & NEWPORT

289 INDIAN AVENUE
MIDDLETOWN,RI02842 		NONE PUBLIC CHARITY UNRESTRICTED 25,000

ART 21 INC

231 WEST 29TH
NEW YORK,NY10001 		NONE PUBLIC CHARITY UNRESTRICTED 5,000

ATLANTIC THEATRE COMPANY

336 W 20TH ST
NEW YORK,NY10011 		NONE PUBLIC CHARITY CAPITAL CAMPAIGN 150,000

ATLANTIC THEATRE COMPANY

76 NINTH AVENUE
NEW YORK,NY10011 		NONE PUBLIC CHARITY UNRESTRICTED 125,000

AURICLE COMMUNICATIONS

PO BOX 2011
JERSEY CITY,NJ07303 		NONE PUBLIC CHARITY UNRESTRICTED 2,500

BARNES FOUNDATION

2025 BENJAMIN FRANKLIN PKWY
PHILADELPHIA,PA19130 		NONE PUBLIC CHARITY 2023 EXHIBITION FUND AND UNRESTRICTED 35,000

BATTLE OF RHODE ISLAND ASSOCIATION

PO BOX 626
PORTSMOUTH,RI02871 		NONE PUBLIC CHARITY FORT RESTORATION PROJECT 65,000

BEAM CENTER

60 SACKETT ST
BOCA GRANDE,NY11231 		NONE PUBLIC CHARITY UNRESTRICTED 5,000

BIKE NEWPORT

62 BROADWAY
NEWPORT,RI11231 		NONE PUBLIC CHARITY RENEWED GENERAL OPERATIONS RI AND RIDE ISLAND 2.0 184,000

BLITHEWOLD

101 FERRY ROAD
BRISTOL,RI02809 		NONE PUBLIC CHARITY UNRESTRICTED 2,500

BOCA GRANDE HEALTH CLINIC

PO BOX 2340
BOCA GRANDE,FL33921 		NONE PUBLIC CHARITY UNRESTRICTED 50,000

BOCA GRANDE WOMANS CLUB

PO BOX 65
BOCA GRANDE,FL33921 		NONE PUBLIC CHARITY UNRESTRICTED 5,000

BOWERY RESIDENTS COMMITTEE

131 WEST 25TH ST
NEW YORK,NY10001 		NONE PUBLIC CHARITY UNRESTRICTED 2,000

BOY SCOUTS OF AMERICA

233 SCITUATE AVENUE
CRANSTON,RI02921 		NONE PUBLIC CHARITY SCOUTING PROGRAMS 3,000

BOYS CLUBS & GIRLS CLUBS OF NEWPORT COUNTY

95 CHURCH STREET
NEWPORT,RI02840 		NONE PUBLIC CHARITY GENERAL OPERATIONS 52,000

BOYS CLUBS & GIRLS CLUBS OF NEWPORT COUNTY

95 CHURCH STREET
NEWPORT,RI02840 		NONE PUBLIC CHARITY DESIGN AND CAPITAL EXPANSION AND EDUCATION PROGRAMS 2,122,000

BRANDYWINE CONSERVANCY

PO BOX 141
CHADDS FORD,PA19317 		NONE PUBLIC CHARITY ANNUAL FUND 2,500

BROOKLYN RAIL INC

253 36TH ST
BROOKLYN,NY11232 		NONE PUBLIC CHARITY UNRESTRICTED 5,000

BROOKS SCHOOL

1160 GREAT POND ROAD
NORTH ANDOVER,MA01845 		NONE PUBLIC CHARITY ANNUAL FUND 10,000

BRYN MAWR HOSPITAL FOUNDATION

240 NORTH RADNOR CHESTER ROAD STE
340
RADNOR,PA19087 		NONE PUBLIC CHARITY UNRESTRICTED 25,000

C THOMAS CLAGETT JR MEMORIAL CLINIC & REGATTA INC

231 INDIAN AVENUE
PORTSMOUTH,RI02871 		NONE PUBLIC CHARITY UNRESTRICTED 2,500

CARY INSTITUTE OF ECOSYSTEM STUDIES

PO BOX AB
MILLBROOK,NY12545 		NONE PUBLIC CHARITY UNRESTRICTED 2,500

CENTRAL PARK CONSERVANCY

14 EAST 60TH STREET
NEW YORK,NY10022 		NONE PUBLIC CHARITY UNRESTRICTED 15,000

CHILD AND FAMILY SERVICES OF NEWPORT

31 JOHN CLARKE ROAD
MIDDLETOWN,NY02842 		NONE PUBLIC CHARITY WORKFORCE RETENTION AND PIPELINE, PLAYGROUND IMPROVEMENTS 127,182

CHURCH COMMUNITY HOUSING CORPORATION

50 WASHINGTON SQUARE
NEWPORT,RI02840 		NONE PUBLIC CHARITY UNRESTRICTED 10,000

COLLEGE UNBOUND

325 PUBLIC ST
PROVIDENCE,RI02905 		NONE PUBLIC CHARITY NEWPORT TA TO BA EDUCATOR 90,000

COLLEGE UNBOUND

325 PUBLIC ST
PROVIDENCE,RI02905 		NONE PUBLIC CHARITY AQUIDNECK ISLAND COHORT BA COMPLETION 12,500

COMMON CAUSE EDUCATION FUND

245 WATERMAN ST
PROVIDENCE,RI02905 		NONE PUBLIC CHARITY UNRESTRICTED 10,000

COMMUNITY HELP IN PARK SLOPE

200 4TH AVE
BROOKLN,NY11217 		NONE PUBLIC CHARITY UNRESTRICTED 5,000

COMMUNITY HOUSING RESOURCE BOARD OF NEWPORT COUNTY

40 DR MARCUS WHEATLAND BLVD
NEWPORT,RI02840 		NONE PUBLIC CHARITY UNRESTRICTED 2,500

COMPANY OF THE REDWOOD LIBRARY & ATHENAEM

50 BELLEVUE AVE
NEWPORT,RI02840 		NONE PUBLIC CHARITY UNRESTRICTED AND ENDOWMENT FOR GENERAL OPERATIONS 115,000

CONANICUT ISLAND SAILING FOUNDATION

7 FELUCCA AVENUE
JAMESTOWN,RI02835 		NONE PUBLIC CHARITY SAILING PROGRAM 5,000

CONEXION LATINA NEWPORT

170 BROADWAY
NEWPORT,RI02840 		NONE PUBLIC CHARITY HISPANIC COMMUNITY ACCESS CENTER AND ASSOCIATED PROGRAMMING 147,000

COUNCIL ON FOUNDATIONS

1255 23RD STREET NW STE 200
WASHINGTON,DC20037 		NONE PUBLIC CHARITY UNRESTRICTED 1,000

DUTCHESS LAND CONSERVANCY

PO BOX 138
MILLBROOK,NY12545 		NONE PUBLIC CHARITY UNRESTRICTED 5,000

EAST BAY COMMUNITY ACTION PROGRAM

19 BROADWAY
NEWPORT,RI02840 		NONE PUBLIC CHARITY TO LAUNCH A BEHAVIORAL HEALTH COLLABORATION AND BABY STEPS EARLY CHILDHOOD LITERACY AND PARENT ENGAGEMENT PROGRAM 86,279

ECORI INC

10 DAVOL SQUARE
PROVIDENCE,RI02903 		NONE PUBLIC CHARITY INCREASE COVERAGE OF ENVIRONMENTAL ISSUES TOPICAL TO THE NEWPORT COUNTY AREA 50,000

ELKHORN MARINE CONSERVANCY

625 CLINTON SQUARE
ROCHESTER,NY14604 		NONE PUBLIC CHARITY CORAL RESTORATION PROJECT IN ANTIGUA, W.I. AND UNRESTRICTED 15,000

EMMA PENDLETON BRADLEY HOSPITAL

1011 VETERANS MEMORIAL PARKWAY
EAST PROVIDENCE,RI02915 		NONE PUBLIC CHARITY MENTAL HEALTH FIRST AID 20,340

FABNEWPORT

PO BOX 3562
NEWPORT,RI02840 		NONE PUBLIC CHARITY NEWPORT EXPERIENCE PROGRAM AND UNRESTRICTED 177,646

FOOD BANK FOR NEW YORK CITY

PO BOX 470
HARTSDALE,NY10530 		NONE PUBLIC CHARITY UNRESTRICTED 5,000

FOOD FOR THE POOR INC

6401 LYONS ROAD
COCONUT CREEK,FL33073 		NONE PUBLIC CHARITY UNRESTRICTED 2,500

FOUR HEARTS FOUNDATION

106 CARNEGIE HARBOR DRIVE
PORTSMOUTH,RI02871 		NONE PUBLIC CHARITY REPLACE TURNPIKE PLAYGROUND 100,000

FRIENDS OF BOCA GRANDE COMMUNITY CENTER

PO BOX 1222
BOCA GRANDE,FL33921 		NONE PUBLIC CHARITY UNRESTRICTED 10,000

FRIENDS OF ISLAND CEMETERY

30 WARNER STREET
NEWPORT,RI02840 		NONE PUBLIC CHARITY RENOVATION OF ADMIN BUILDING 40,000

FRIENDS OF LITTLE COMPTON WELLNESS CENTER INC

115 EAST MAIN ROAD
LITTLE COMPTON,RI02837 		NONE PUBLIC CHARITY SENIOR WELLNESS SERIES 8,000

FRIENDS OF NEWPORT SKATEPARK

36 WASHINGTON SQUARE
NEWPORT,RI02840 		NONE PUBLIC CHARITY UNRESTRICTED 10,000

FRIENDS OF UPPER EAST SIDE HISTORIC DISTRICT INC

966 LEXINGTON AVENUE 3E
NEW YORK,NY10021 		NONE PUBLIC CHARITY UNRESTRICTED 2,500

FRIENDS SEMINARY

222 E 16TH ST
NEW YORK,NY10003 		NONE PUBLIC CHARITY FINANCIAL AID 5,000

GARDEN CONSERVANCY

PO BOX 219
NEW YORK,NY10516 		NONE PUBLIC CHARITY UNRESTRICTED 2,500

GASPARILLA ISLAND CONSERVATION & IMPROVEMENT ASSOCIATION

PO BOX 446
BOCA GRANDE,FL33921 		NONE PUBLIC CHARITY BIKE PATH LANDSCAPE 20,000

GNOME INC

1510 HIGHLAND AVE
FALL RIVER,MA02720 		NONE PUBLIC CHARITY LAUNCH NEWPORT HUB FOR SURF THERAPY/ADVENTURE SPORTS 58,800

GOWANUS CANAL CONSERVANCY

248 THIRD STREET
BROOKLYN,NY11215 		NONE PUBLIC CHARITY UNRESTRICTED 10,000

GRANTMAKERS COUNCIL OF RHODE ISLAND

50 VALLEY STREET
PROVIDENCE,RI02909 		NONE PUBLIC CHARITY UNRESTRICTED 3,000

GRANTMAKERS FOR EFFECTIVE ORGANIZATIONS

1310 L STREET NW STE 650
WASHINGTON,DC20005 		NONE PUBLIC CHARITY UNRESTRICTED 3,590

GREATER GOOD CHARITIES

600 UNIVERSITY STREET STE1000
SEATTLE,WA98101 		NONE PUBLIC CHARITY SPAY AND NEUTER PROGRAM 50,000

GROW SMART RHODE ISLAND

144 WESTMINSTER STREETSTE 303
PROVIDENCE,RI02903 		NONE PUBLIC CHARITY RENEWED GENERAL OPERATIONS 68,650

HEIFER PROJECT INTERNATIONAL

1290 OLD SANDWICH ROAD
PLYMOUTH,MA02360 		NONE PUBLIC CHARITY UNRESTRICTED 5,000

INJURED MARINE SEMPER FI FUND

825 COLLEGE BLV
OCEANSIDE,CA92057 		NONE PUBLIC CHARITY UNRESTRICTED 5,000

INTERNATIONAL MEDICAL CORPS

12400 WHILSHIRE BLVD SUITE 1500
LOS ANGELES,CA90025 		NONE PUBLIC CHARITY UNRESTRICTED 10,000

INTERNATIONAL STUDIO & CURATORIAL PROGRAM

1040 METROPOLITAN AVE
BROOKLN,NY11211 		NONE PUBLIC CHARITY UNRESTRICTED 10,000

INTERNATIONAL TENNIS HALL OF FAME

194 BELLVUE AVE
NEWPORT,RI02840 		NONE PUBLIC CHARITY AFTER SCHOOL AND SUMMER PROGRAMS 29,000

IYRS SCHOOL OF TECHNOLOGY & TRADES

449 THAMES ST
NEWPORT,RI02840 		NONE PUBLIC CHARITY POWER OF 100 SCHOLARSHIP, WHARF DESIGN AND GENERAL SUPPORT 115,000

JAMES L MAHER CENTER

906 AQUIDNECK AVENUE
MIDDLETOWN,RI02842 		NONE PUBLIC CHARITY COMMUNITY NEEDS ASSESSMENT PLAN 19,870

JAMESTOWN ART CENTER

18 VALLEY STREET
JAMESTOWN,RI02835 		NONE PUBLIC CHARITY UNRESTRICTED 5,000

JAMESTOWN SCHOOL DEPARTMENT

76 MELROSE AVE
JAMESTOWN,RI02835 		NONE PUBLIC CHARITY MELROSE SCHOOL PLAYGROUND RENOVATION 30,000

LEAGUE OF WOMAN VOTERS

1 RICHMOND SQUARE
PROVIDENCE,RI02906 		NONE PUBLIC CHARITY UNRESTRICTED 10,000

LITTLE COMPTON FOODBANKS

PO BOX 590
LITTLE COMPTON,RI02837 		NONE PUBLIC CHARITY PURCHASE FRESH FRUIT/VEGETABLES FROM LOCAL FARMERS 5,000

LOOKING UPWARDS

438 EAST MAIN ROAD
MIDDLETOWN,RI02842 		NONE PUBLIC CHARITY FOR THE INCREDIBLE YEARS PROGRAM AND LAUNCH OF DIALECTICAL BEHAVIORAL THERAPY FOR ADOLESCENTS 100,000

LUCY'S HEARTH

19 VALLEY ROAD
MIDDLETOWN,RI02842 		NONE PUBLIC CHARITY RENEWED OPERATING SUPPORT 65,000

MADISON SQUARE PARK CONSERVANCY

PO BOX 1814
NEW YORK,NY10159 		NONE PUBLIC CHARITY UNRESTRICTED 20,000

MARTIN LUTHER KING COMMUNITY CENTER INC

20 DR MARCUS F WHEATLAND BLVD
NEWPORT,RI02840 		NONE PUBLIC CHARITY GENERAL OPERATING AND FACILITY RENOVATION 108,611

MASS DESIGN GROUP

334 BOYLSTON ST UNIT 400
BOSTON,MA02116 		NONE PUBLIC CHARITY CAPACITY SUPPORT 5,341

MAYSLES INSTITUTE INC

343 LENOX AVENUE
NEW YORK,NY10027 		NONE PUBLIC CHARITY UNRESTRICTED 2,500

MEALS ON WHEELS OF RI INC

70 BATH STREET
PROVIDENCE,RI02908 		NONE PUBLIC CHARITY RENEWED GENERAL OPERATIONS 55,000

MEMORIAL SLOAN KETTERING CANCER CENTER

633 THIRD AVENUE 5TH FLR
NEW YORK,NY10017 		NONE PUBLIC CHARITY UNRESTRICTED 15,000

MIDDLETOWN PUBLIC SCHOOLS

130 VALLEY ROAD
MIDDLETOWN,RI02842 		NONE PUBLIC CHARITY UNSPENT FUNDS -78,955

MILL REEF FUND

C/O JP MORGAN
DETROIT,MI48278 		NONE PUBLIC CHARITY UNRESTRICTED 105,000

MILLBROOK ENGINE & LADDER

PO BOX 202
MILLBROOK,NY12545 		NONE PUBLIC CHARITY ANNUAL TREE MAINTENANCE 2,000

MISSIONWOLF

PO BOX 1211
WESTCLIFFE,CO81252 		NONE PUBLIC CHARITY UNRESTRICTED 5,000

MSRED ALUMNI ASTRAL DEVELOPMENT

138 WEST 25TH ST 9TH FLR
NEW YORK,NY10001 		NONE PUBLIC CHARITY FOR THE ANNUAL FUND 10,000

MUSEUM OF THE CITY OF NEW YORK

1220 FIFTH AVENUE
NEW YORK,NY10029 		NONE PUBLIC CHARITY UNRESTRICTED 10,000

MYSTIC SEAPORT MUSEUM INC

75 GREENMANVILLE AVENUE
MYSTIC,CT06355 		NONE PUBLIC CHARITY EDUCATION FUND 5,000

NATIONAL DANCE INSTITUTE

217 WEST 147TH ST
NEW YORK,NY10039 		NONE PUBLIC CHARITY UNRESTRICTED 2,500

NAVAL WAR COLLEGE FOUNDATION

686 CUSHING ROAD
NEWPORT,RI02841 		NONE PUBLIC CHARITY CAPACITY SUPPORT, ANNUAL FUNDS 165,000

NEW YORK LANDMARKS CONSERVANCY

ONE WHITEHALL STREET
NEW YORK,NY10004 		NONE PUBLIC CHARITY UNRESTRICTED 5,000

NEW YORK PUBLIC RADIO

PO BOX 1550
NEW YORK,NY10116 		NONE PUBLIC CHARITY UNRESTRICTED 2,500

NEW YORK SUN WORKS

157 COLUMBUS AVE
NEW YORK,NY10023 		NONE PUBLIC CHARITY UNRESTRICTED 5,000

NEWPORT ART MUSEUM

76 BELLEVUE AVENUE
NEWPORT,RI02840 		NONE PUBLIC CHARITY UNRESTRICTED AND MUSEUM SIGNAGE 48,396

NEWPORT COUNTY COMMUNITY MENTAL HEALTH CENTER

127 JOHNNY CAKE HILL ROAD
MIDDLETOWN,RI02842 		NONE PUBLIC CHARITY BEHAVORIAL HEALTH CLINIC PREPARATION 175,000

NEWPORT COUNTY DEVELOPMENT COUNCIL

513 BROADWAY STE 218
NEWPORT,RI02840 		NONE PUBLIC CHARITY CONNECT GREATER NEWPORT 50,000

NEWPORT COUNTY WOMEN'S RESOURCE CENTER

114 TOURO STREET
NEWPORT,RI02840 		NONE PUBLIC CHARITY RENEWED UNRESTRICTED SUPPORT, CAMPUS PLANNING AND DESIGN,STRATEGIC PLAN, AND CAPITAL READINESS ASSESSMENT 90,000

NEWPORT FESTIVALS FOUNDATION

PO BOX 3865
NEWPORT,RI02840 		NONE PUBLIC CHARITY UNRESTRICTED 25,000

NEWPORT FILM INC

174 BELLEVUE AVE SUITE 314
NEWPORT,RI02840 		NONE PUBLIC CHARITY STRATEGIC PLANNING, AUDIENCE RESEARCH AND UNRESTRICTED 139,625

NEWPORT HISTORICAL SOCIETY

82 TOURO STREET
NEWPORT,RI02840 		NONE PUBLIC CHARITY FOR DOCUMENTING THE LIVES OF AFRICANS, AFRICAN-AMERICANS AND INDIGENOUS PEOPLES IN COLONIAL NEWPORT AND TO SUPPORT THE NEWPORT SHOW 25,000

NEWPORT HOSPITAL FOUNDATION

11 FRIENDSHIP STREET
NEWPORT,RI02840 		NONE PUBLIC CHARITY FOR THE WORKFORCE WELLBEING MENTAL HEALTH INITIATIVE PILOT, AND ADOLESCENT BEHAVIORAL HEALTH 117,500

NEWPORT PARTNERSHIPS FOR FAMILIES

170 BROADWAY
NEWPORT,RI02840 		NONE PUBLIC CHARITY RENEWED SUPPORT FOR SUMMER PROGRAMS 43,000

NEWPORT PUBLIC LIBRARY

300 SPRING STREET
NEWPORT,RI02840 		NONE PUBLIC CHARITY UNRESTRICTED 5,000

NEWPORT PUBLIC SCHOOLS

109 OLD FORT ROAD
NEWPORT,RI02840 		NONE PUBLIC CHARITY ADDITIONAL EXTERIOR GLASS AND ASSOCIATED SHADES AND TINTING IN THE NEW ROGERS HIGH SCHOOL 1,276,367

NEWPORT RESTORATION FOUNDATION

51 TOURO STREET
NEWPORT,RI02840 		NONE PUBLIC CHARITY UNRESTRICTED 65,600

NEWPORT TREE CONSERVANCY

29 FRANKLIN STREET
NEWPORT,RI02840 		NONE PUBLIC CHARITY MUNICIPAL TREE PLANTING PROGRAM 35,000

NEWPORT YMCA

792 VALLEY ROAD
MIDDLETOWN,RI02842 		NONE PUBLIC CHARITY RENOVATION CHILD CARE CENTER 431,407

NEWPORT YMCA

792 VALLEY ROAD
MIDDLETOWN,RI02842 		NONE PUBLIC CHARITY RHODY SQUASH PROGRAM 5,000

NEWPORT YOUNG MENS CHRISTIAN ASSOCIATION

792 VALLEY ROAD
MIDDLETOWN,RI02842 		NONE PUBLIC CHARITY FACILITY PLANNING DESIGN 36,000

NIGHTINGALE BAMFORD SCHOOL

20 EAST 92ND STREET
NEW YORK,NY10128 		NONE PUBLIC CHARITY ANNUAL FUND 20,000

NORMAN BIRD SANCTUARY TRUST

583 THIRD BEACH ROAD
MIDDLETOWN,RI02842 		NONE PUBLIC CHARITY UNRESTRICTED 33,000

NY PRESBYTERIAN HOSPITAL

850 THIRD AVE
NEW YORK,NY10022 		NONE PUBLIC CHARITY UNRESTRICTED 10,000

OCEAN CONSERVANCY INC

1350 CONNECTICUT AVE
WASHINGTON,DC20036 		NONE PUBLIC CHARITY UNRESTRICTED 10,000

OLANA PARTNERSHIP

PO BOX 199
HUDSON,NY12534 		NONE PUBLIC CHARITY UNRESTRICTED 2,500

OPEN PATHS COUNSELING CENTER

301 NPRAIRIE AVENUE STE 510
INGLEWOOD,CA90301 		NONE PUBLIC CHARITY UNRESTRICTED 2,000

OPERATION OPPORTUNITY FOUNDATION

1012 14TH STREET NW STE 1200
WASHINGTON,DC20005 		NONE PUBLIC CHARITY UNRESTRICTED 5,000

PA SOCIETY-PREVENTION OF CRUELTY TO ANIMALS

350 E ERIE AVENUE
PHILADELPHIA,PA19134 		NONE PUBLIC CHARITY UNRESTRICTED 5,000

PARENT SUPPORT NETWORK OF RHODE ISLAND

535 CENTERVILLE ROAD STE 202
WARWICK,RI02886 		NONE PUBLIC CHARITY PEER SUPPORT MODEL FOR YOUTH AND FAMILY BEHAVIORAL HEALTH AND PEER RECOVERY SUPPORT SERVICES FOR ADULTS IN NEWPORT COUNTY 100,000

PEAK GRANTMAKING INC

1701 PENNSYLVANIA AVE NW STE200
WASHINGTON,DC20006 		NONE PUBLIC CHARITY UNRESTRICTED 2,250

PENNSYLVANIA ACADEMY OF FINE ARTS

118 NORTH BROAD STREET
PHILADELPHIA,PA19102 		NONE PUBLIC CHARITY UNRESTRICTED 3,500

PER SCHOLAS

804 EAST 138TH ST
BRONX,NY10454 		NONE PUBLIC CHARITY ANNUAL FUND 5,000

PHILADELPHIA ORCHESTRA ASSOCIATION

1 S BROAD STREET
PHILADELPHIA,PA19107 		NONE PUBLIC CHARITY UNRESTRICTED 5,000

POMFRET SCHOOL

398 POMFRET STREET
POMFRET,CT06258 		NONE PUBLIC CHARITY ANNUAL FUND 10,000

PRESERVATION SOCIETY OF NEWPORT COUNTY

424 BELLEVUE AVENUE
NEWPORT,RI02840 		NONE PUBLIC CHARITY IMPROVEMENTS AT THE BREAKERS 400,000

PRESERVATION SOCIETY OF NEWPORT COUNTY

424 BELLEVUE AVENUE
NEWPORT,RI02840 		NONE PUBLIC CHARITY UNRESTRICTED 20,000

PRESERVE RHODE ISLAND

950 NORTH MAIN ST
PROVIDENCE,RI02905 		NONE PUBLIC CHARITY AQUIDNECK STONE WALL INITIATIVE 172,230

PROSPECT PARK ALLIANCE INC

95 PROSPECT PARK WEST
BROOKLYN,NY11215 		NONE PUBLIC CHARITY UNRESTRICTED 5,000

PROTECT OUR WINTERS

4676 BROADWAY STREET
BOULDER,CO80304 		NONE PUBLIC CHARITY UNRESTRICTED 20,000

PUPPIES BEHIND BARS

263 WEST 38TH STREET
NEW YORK,NY10018 		NONE PUBLIC CHARITY UNRESTRICTED 2,500

REACH OUT AND READ RHODE ISLAND

1 RICHMOND SQ STE 222W
PROVIDENCE,RI02906 		NONE PUBLIC CHARITY AQUIDNECK ISLAND PEDIATRICIAN PARTNERSHIP 7,200

RED HOOK INITIATIVE

767 HICKS STREET
BROOKLYN,NY11231 		NONE PUBLIC CHARITY UNRESTRICTED 5,000

RHODE ISLAND ARTS FOUNDATION AT NEWPORT

42 DEARBORN STREET
NEWPORT,RI02840 		NONE PUBLIC CHARITY RENEWED SUPPORT FOR THE MUSIC FESTIVAL 18,000

RHODE ISLAND ASSOCIATION FOR INFANT MENTAL HEALTH

350 POINT STREET
PROVIDENCE,RI02903 		NONE PUBLIC CHARITY COMMUNITY OF PRACTICE IN INFANT MENTAL HEALTH IN THE EARLY INTERVENTION SYSTEM 199,888

RHODE ISLAND COALITION FOR CHILDREN AND FAMILIES EDUCATION FUND INC

623 ATWELLS AVENUE
PROVIDENCE,RI02909 		NONE PUBLIC CHARITY BUILD CAPACITY FOR BEHAVIORAL HEALTH SYSTEM 110,000

RHODE ISLAND COMMUNITY FOOD BANK

200 NIANTIC AVENUE
PROVIDENCE,RI02907 		NONE PUBLIC CHARITY GENERAL OPERATIONS, INNOVATION FUND 85,000

RHODE ISLAND KIDS COUNT

ONE UNION STATION
PROVIDENCE,RI02903 		NONE PUBLIC CHARITY GENERAL OPERATIONS AND TO SUSTAIN/IMPROVE SCHOOL BASED MENTAL HEALTH SUPPORT IN NEWPORT 54,000

RHODE ISLAND PARENT INFORMATION NETWORK

300 JEFFERSON BLVD
WARWICK,RI02888 		NONE GOVERNMENTAL UNIT COMMUNITY COLLABORATION FOR SYSTEMIC SOLUTIONS IN EARLY CHILDHOOD SPECIAL EDUCATION 100,000

RHODE ISLAND PBS FOUNDATION

50 PARK LANE
PROVIDENCE,RI02907 		NONE PUBLIC CHARITY ANNUAL FUND 25,000

RHODE ISLAND PUBLIC RADIO

ONE UNION STATION
PROVIDENCE,RI02903 		NONE PUBLIC CHARITY UNRESTRICTED 22,000

RIHUB

225 DYER ST
PROVIDENCE,RI02903 		NONE PUBLIC CHARITY INNOVATION/ENTREPRENEURSHIP IN THE GREATER NEWPORT AREA 50,400

ROBERT POTTER LEAGUE FOR ANIMALS INC

87 OLIPHANT LANE
MIDDLETOWN,RI02842 		NONE PUBLIC CHARITY GENERAL OPERATIONS, STRATEGIC PLAN AND A ONE-TIME GRANT TO ADDRESS RISING FOOD,SHELTER AND VETERINARY NEEDS ON AQUIDNECK ISLAND 128,000

ROYAL AFRICAN FOUNDATION

473 12TH AVENUE
SALT LAKE CITY,UT84103 		NONE PUBLIC CHARITY UNRESTRICTED 5,000

ROYAL PALM PLAYERS

PO BOX 954
BOCA GRANDE,FL33921 		NONE PUBLIC CHARITY COMMUNITY THEATER 3,500

SAIL NEWPORT

60 FORT ADAMS DRIVE
NEWPORT,RI02840 		NONE PUBLIC CHARITY CAPACITY SUPPORT 5,000

SAIL TO PREVAIL

PO BOX 1264
NEWPORT,RI02840 		NONE PUBLIC CHARITY ADAPTIVE SAILING PROGRAM 30,000

SAINT CLARE HOME

309 SPRING STREET
NEWPORT,RI02840 		NONE PUBLIC CHARITY TRANSPORTATION AND WATER MITIGATION REPAIRS 200,691

SALVE REGINA UNIVERSITY

100 OCHRE POINT AVENUE
NEWPORT,RI02840 		NONE PUBLIC CHARITY PATHWAY PROGRAM 48,327

SALVE REGINA UNIVERSITY

100 OCHRE POINT AVENUE
NEWPORT,RI02840 		NONE PUBLIC CHARITY MCKILLOP LIBRARY RENOVATION 360,000

SAVE THE BAY INC

100 SAVE THE BAY DRIVE
PROVIDENCE,RI02905 		NONE PUBLIC CHARITY TO IMPROVE WATER QUALITY, HABITAT AND COASTAL RESILIENCY IN NEWPORT COUNTY 50,000

SCIENCE & MATH INVESTIGATIVE LEARNING EXPERIENCE

18 GLADYS VALLEY CENTER
CORVALLIS,OR97331 		NONE PUBLIC CHARITY AFTERSCHOOL PROGRAMS 28,209

ST JOHNS LODGE FOOD BANK

81 SPRAGUE STREET
PORTSMOUTH,RI02871 		NONE PUBLIC CHARITY UNRESTRICTED 2,500

ST MICHAELS COUNTRY DAY SCHOOL

180 RHODE ISLAND AVENUE
NEWPORT,RI02840 		NONE PUBLIC CHARITY UNRESTRICTED 10,000

ST ANDREWS EPISCOPAL CHURCH

PO BOX 272
BOCA GRANDE,FL33921 		NONE PUBLIC CHARITY UNRESTRICTED 2,000

ST BERNARD'S SCHOOL

4 EAST 98TH STREET
NEW YORK,NY10029 		NONE PUBLIC CHARITY 50TH ANNIVERSARY FUND 57,500

ST COLUMBA - THE BERKELEY MEMORIAL CHAPEL

55 VAUCLUSE AVENUE
MIDDLETOWN,RI02842 		NONE PUBLIC CHARITY ENDOWMENT FOR OPERATIONS 32,000

ST COLUMBA CHAPEL HISTORIC PRESERVATION

55 VAUCLUSE AVENUE
MIDDLETOWN,RI02842 		NONE PUBLIC CHARITY CAPITAL CAMPAIGN UNRESTRICTED 40,000

ST GEORGE'S SCHOOL

PO BOX 1910
NEWPORT,RI02840 		NONE PUBLIC CHARITY ANNUAL FUND 25,000

STPAUL'S UNITED METHODIST

12 MARLBOROUGH ST
NEWPORT,RI02840 		NONE PUBLIC CHARITY MAIN CHURCH SIDING REPLACEMENT 75,000

STAR KIDS SCHOLARSHIP PROGRAM

PO BOX 6214
MIDDLETOWN,RI02842 		NONE PUBLIC CHARITY TUITION ASSISTANCE AND ONE-ON-ONE TUTORING FOR NEWPORT COUNTY STUDENTS 67,000

STRATEGIC PREVENTION PARTNERSHIPS

73 JOHN DYER ROAD
COMPTON,RI02837 		NONE PUBLIC CHARITY EXPANSION OF PROGRAMMING THROUGH THE NO WRONG DOOR SYSTEM OF CARE 117,797

STREETSQUASH

40 WEST 116TH ST
NEW YORK,NY10026 		NONE PUBLIC CHARITY UNRESTRICTED 2,500

STUDIO INCAMMINATI

1901 S 9TH STREET
PHILADELPHIA,PA19148 		NONE PUBLIC CHARITY ANNUAL FUND 5,000

STUDIO MUSEUM IN HARLEM

144 WEST 125TH STREET
NEW YORK,NY10027 		NONE PUBLIC CHARITY UNRESTRICTED 10,000

SUNCOAST HUMANE SOCIETY

6781 SAN CASA DRIVE
ENGLEWOOD,FL34224 		NONE PUBLIC CHARITY UNRESTRICTED 10,000

TAFT SCHOOL

110 WOODBURY ROAD
WATERTOWN,CT06795 		NONE PUBLIC CHARITY ANNUAL FUND 20,000

THE CHILDREN'S HOSPITAL OF PHILADEPHIA

3401 CIVIC CENTER DR
PHILADELPHIA,PA19104 		NONE PUBLIC CHARITY UNRESTRICTED 15,000

THE FUNDERS NETWORK INC

2000 PONCE DE LEON DR
CORAL GABLES,FL33134 		NONE GOVERNMENTAL UNIT UNRESTRICTED 7,500

THE GLADNEY FUND

6300 JOHN RYAN DRIVE
FORT WORTH,TX76132 		NONE PUBLIC CHARITY UNRESTRICTED 5,000

THE HOPE PROGRAM

1 SMITH STREET 4TH FLR
BROOKLYN,NY11201 		NONE PUBLIC CHARITY UNRESTRICTED 15,000

THE ISLAND SCHOOL

PO BOX 1090
BOCA GRANDE,FL33921 		NONE PUBLIC CHARITY ANNUAL FUND 10,000

THE PHILANTHROPY ROUNDTABLE

1120 20TH ST NW
WASHINGTON,DC20036 		NONE PUBLIC CHARITY UNRESTRICTED 1,000

THE TRUSTEES OF THE LAWRENCEVILLE SCHOOL

2500 MAIN STREET
LAWRENCE TOWNSHIP,NJ08648 		NONE PUBLIC CHARITY ANNUAL FUND 5,000

THIRD OPTION FOUNDATION

111160-C1 SOUTH LAKE DRIVE
RESTON,VA20191 		NONE PUBLIC CHARITY UNRESTRICTED 10,000

THIRD SECTOR NEW ENGLAND INC

89 SOUTH ST STE 700 LINCOLN PLAZA
BOSTON,MA02111 		NONE PUBLIC CHARITY GENERAL OPERATING 20,500

THROUGHLINE LEARNING

PO BOX 9207
PROVIDENCE,RI02940 		NONE PUBLIC CHARITY NEWPORT NAVIGATORS PROJECT 143,962

THUNDERMIST HEALTH CENTER

171 SERVICE AVENUE
WARWICK,RI02886 		NONE PUBLIC CHARITY PILOT SCHOOL-BASED TELEHEALTH SERVICES 76,075

TIVERTON SCHOOL DEPARTMENT

100 NORTH BRAYTON RD REAR
TIVERTON,RI02878 		NONE PUBLIC CHARITY TEACHER PROFESSIONAL DEVELOPMENT 54,819

TOURO SYNAGOGUE FOUNDATION

85 TOURO STREET
NEWPORT,RI02840 		NONE PUBLIC CHARITY UNRESTRICTED 5,000

TOWN OF LITTLE COMPTON

PO BOX 226
LITTLE COMPTON,RI02837 		NONE PUBLIC CHARITY SUPPORTING INFORMED AND PARTICIPATORY PLANNING IN LITTLE COMPTON 71,440

TOWN OF PORTSMOUTH RHODE ISLAND

2200 EAST MAIN ROAD
PORTSMOUTH,RI02871 		NONE PUBLIC CHARITY DOG PARK EXPANSION 37,400

TRUSTEES OF COLUMBIA UNIVERSITY

404 AVERY HALL
NEW YORK,NY10027 		NONE PUBLIC CHARITY ANNUAL FUND 5,000

TRUSTEES OF COLUMBIA

403 AVERY HALL
NEW YORK,NY10027 		NONE PUBLIC CHARITY UNRESTRICTED 32,500

TRUSTEES OF PHILLIPS ACADEMY

180 MAIN STREET
ANDOVER,MA01810 		NONE PUBLIC CHARITY ADDISON GALLERY FOR THE CHASE HALL PURCHASE AND TOWARD FINANCIAL AID 30,000

TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA

210 SOUTH 34TH STREET
PHILADELPHIA,PA19104 		NONE PUBLIC CHARITY UNRESTRICTED 2,500

UNDERDOG RESCUE

PO BOX 16453
ST LOUIS PARK,MN55416 		NONE PUBLIC CHARITY UNRESTRICTED 10,000

UNIVERSITY OF RI FOUNDATION

79 UPPER COLLEGE RD
KINGSTON,RI02881 		NONE PUBLIC CHARITY ENVIROMENTAL SCIENCE FELLOWSHIP FOR LOCAL JOURNALISTS AND WRIU TOWER REPLACEMENT FUND 96,000

UNIVERSITY OF VERMONT

411 MAIN ST
BURLINGTON,VT05401 		NONE PUBLIC CHARITY TO SUPPORT FILM STUDIES 25,000

VNS OF NEWPORT & BRISTOL COUNTIES

1184 EAST MAIN ROAD
PORTSMOUTH,RI02871 		NONE PUBLIC CHARITY MARKETING COMMUNICATIONS STRATEGY 40,320

VNS OF NEWPORT & BRISTOL COUNTIES

1184 EAST MAIN ROAD
PORTSMOUTH,RI02871 		NONE PUBLIC CHARITY GENERAL OPERATIONS 10,000

WESLEYAN UNIVERSITY

318 HIGH STREET
MIDDLETOWN,CT06459 		NONE PUBLIC CHARITY FILM CENTER CAMPAIGN AND FINANCIAL AID 160,000

WHYY INC

PO BOX 900
GREENCASTLE,PA17225 		NONE PUBLIC CHARITY UNRESTRICTED 5,000

WILDLIFE REHABILITATORS ASSOCIATION OF RI

2865 TOWER HILL RD
SAUNDERSTOWN,RI02874 		NONE PUBLIC CHARITY UNRESTRICTED 2,500

WOMAN & INFANTS HOSPITAL OF RI

101 DUDLEY ST
PROVIDENCE,RI02905 		NONE PUBLIC CHARITY NEW LABOR AND DELIVERY CENTER 1,000,000

WOODS HOLE OCEANOGRAPHIC INSTITUTION

266 WOOD HOLE ROAD
WOOD HOLE,MA02543 		NONE PUBLIC CHARITY PRESIDENT'S ANNUAL FUND 50,000

WORLD MONUMENT FUND

600 FIFTH AVE
NEW YORK,NY10020 		NONE PUBLIC CHARITY ANNUAL FUND 10,000

WREXHAM FOUNDATION

201913 YALE STATION
NEW HAVEN,CT06520 		NONE PUBLIC CHARITY UNRESTRICTED 10,000

YALE UNIVERSITY

PO BOX 2038
NEW HAVEN,CT06521 		NONE PUBLIC CHARITY ANNUAL FUND 7,500
Total .................................right arrow 3a 11,898,623
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 6,003,936 56,552
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....     14 2,045,142  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 11,807,616  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 19,856,694 56,552
13Total. Add line 12, columns (b), (d), and (e)..................
13
19,913,246
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
4 TAX EXEMPT INTEREST
Form 990-PF (2023)
Form 990-PF (2023)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
VAN BEUREN CHARITABLE FOUNDATION INC
 
C/O BRANDYWINE GROUP ADVISORS INC
EIN:
22-2773769
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING 52,891 52,891   0

TY 2023 InvestmentsCorpBondsSchedule
Name:
VAN BEUREN CHARITABLE FOUNDATION INC
 
C/O BRANDYWINE GROUP ADVISORS INC
EIN:
22-2773769
Name of Bond End of Year Book Value End of Year Fair Market Value
FIXED INCOME OBLIGATIONS 24,992,911 24,992,911

TY 2023 InvestmentsCorpStockSchedule
Name:
VAN BEUREN CHARITABLE FOUNDATION INC
 
C/O BRANDYWINE GROUP ADVISORS INC
EIN:
22-2773769
Name of Stock End of Year Book Value End of Year Fair Market Value
MARKETABLE SECURITIES 91,681,432 91,681,432

TY 2023 InvestmentsOtherSchedule2
Name:
VAN BEUREN CHARITABLE FOUNDATION INC
 
C/O BRANDYWINE GROUP ADVISORS INC
EIN:
22-2773769
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
LIMITED PARTNERSHIPS AT COST 205,802,661 205,802,661
OPERATING LEASE AT COST 371,676 371,676

TY 2023 LegalFeesSchedule
Name:
VAN BEUREN CHARITABLE FOUNDATION INC
 
C/O BRANDYWINE GROUP ADVISORS INC
EIN:
22-2773769
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL 8,958 5,972   2,986


TY 2023 OtherAssetsSchedule
Name:
VAN BEUREN CHARITABLE FOUNDATION INC
 
C/O BRANDYWINE GROUP ADVISORS INC
EIN:
22-2773769
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
INCOME RECEIVABLE 88,252    
SECURITY DEPOSIT/PREPAID EXP 12,439 16,547 16,547
PREPAID EXCISE TAX 13,686 208,686 208,686


TY 2023 OtherExpensesSchedule
Name:
VAN BEUREN CHARITABLE FOUNDATION INC
 
C/O BRANDYWINE GROUP ADVISORS INC
EIN:
22-2773769
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OFFICE OPERATING EXPENSE 124,522 0   124,522
FILING FEES/MISC 267 178   89
INSURANCE 14,710 4,903   9,807
NON DEDUCTIBLE EXP THRU PARTNERSHIP 60,382 0   0
TRAINING/TUITION 32,004 0   32,004
SPECIAL INITIATIVES 417,919 0   417,919
CONSULTING 47,874 0   47,874
COMMUNITY EVENTS 1,125 0   1,125
UBTI FROM PASSTHROUGH 346,465 0   0


TY 2023 OtherIncomeSchedule2
Name:
VAN BEUREN CHARITABLE FOUNDATION INC
 
C/O BRANDYWINE GROUP ADVISORS INC
EIN:
22-2773769
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
ORD INCOME (LOSS) THRU PARTNERSHIPS 2,045,142 2,045,142 2,045,142


TY 2023 OtherIncreasesSchedule
Name:
VAN BEUREN CHARITABLE FOUNDATION INC
 
C/O BRANDYWINE GROUP ADVISORS INC
EIN:
22-2773769
Description Amount
CHANGE IN MARKET VALUE OF SECURITIES 34,543,298
2022 AUDIT ADJUSTMENT 81,474


TY 2023 OtherLiabilitiesSchedule
Name:
VAN BEUREN CHARITABLE FOUNDATION INC
 
C/O BRANDYWINE GROUP ADVISORS INC
EIN:
22-2773769
Description Beginning of Year - Book Value End of Year - Book Value
OPERATING LEASE LIABILITY 0 384,321


TY 2023 OtherProfessionalFeesSchedule
Name:
VAN BEUREN CHARITABLE FOUNDATION INC
 
C/O BRANDYWINE GROUP ADVISORS INC
EIN:
22-2773769
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT SERVICES 2,527,282 2,527,282   0


TY 2023 TaxesSchedule
Name:
VAN BEUREN CHARITABLE FOUNDATION INC
 
C/O BRANDYWINE GROUP ADVISORS INC
EIN:
22-2773769
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL EXCISE TAX/UBTI TAX 163,804 0   0
PAYROLL TAXES 59,629 0   59,629