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
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
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)

(302) 234-5750
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$378,243,977
J 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... 7,450,705 7,225,717  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 27,316,027
b Gross sales price for all assets on line 6a 38,313,984
7 Capital gain net income (from Part IV, line 2)... 26,950,228
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)....... 1,025,163 39,254  
12 Total. Add lines 1 through 11........ 35,791,895 34,215,199  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 475,016 0   475,016
14 Other employee salaries and wages...... 468,398 0   468,398
15 Pension plans, employee benefits....... 298,845 0   298,845
16a Legal fees (attach schedule)......... 4,145 2,763   1,382
b Accounting fees (attach schedule)....... 56,314 56,314   0
c Other professional fees (attach schedule).... 2,780,812 2,780,812   0
17 Interest............... 970,241 970,241   0
18 Taxes (attach schedule) (see instructions)... 257,371 0   64,698
19 Depreciation (attach schedule) and depletion... 91,690 91,690  
20 Occupancy.............. 116,521 0   116,521
21 Travel, conferences, and meetings....... 14,731 0   14,731
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 728,642 5,145   673,854
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 6,262,726 3,906,965   2,113,445
25 Contributions, gifts, grants paid....... 14,051,095 14,051,095
26 Total expenses and disbursements. Add lines 24 and 25 20,313,821 3,906,965   16,164,540
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 15,478,074
b Net investment income (if negative, enter -0-) 30,308,234
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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............. 19,327,067 21,074,477 21,074,477
2 Savings and temporary cash investments.........      
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)....... 91,681,432 Click to see attachment
List of Attached Documents:
// Content
96,904,687
96,904,687
c Investments—corporate bonds (attach schedule)....... 24,992,911 Click to see attachment
List of Attached Documents:
// Content
25,646,078
25,646,078
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).......... 206,174,337 Click to see attachment
List of Attached Documents:
// Content
233,630,685
233,630,685
14 Land, buildings, and equipment: basis right arrow1,341,208
Less: accumulated depreciation (attach schedule) right arrow481,115 912,691 860,093 860,093
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
225,233
Click to see attachment
List of Attached Documents:
// Content
127,957
Click to see attachment
List of Attached Documents:
// Content
127,957
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 343,313,671 378,243,977 378,243,977
Liabilities 17 Accounts payable and accrued expenses.......... 60,587 135,727
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
384,321
Click to see attachment
List of Attached Documents:
// Content
317,962
23 Total liabilities (add lines 17 through 22)......... 444,908 453,689
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........... 342,868,763 377,790,288
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)..... 342,868,763 377,790,288
30 Total liabilities and net assets/fund balances (see instructions). 343,313,671 378,243,977
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
342,868,763
2
Enter amount from Part I, line 27a .....................
2
15,478,074
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
19,443,451
4
Add lines 1, 2, and 3 ..........................
4
377,790,288
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
377,790,288
Form 990-PF (2024)
Form 990-PF (2024)
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 THRU FIDELITY P 2024-01-01 2024-06-15
b THRU FIDELITY P 2019-01-01 2024-06-15
c SECURITY LITIGATION P 2019-01-01 2024-06-15
d THRU PARTNERSHIPS P    
e
(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 703,466   602,957 100,509
b 23,668,253   10,378,570 13,289,683
c 613     613
d 13,559,423     13,559,423
e
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       100,509
b       13,289,683
c       613
d       13,559,423
e
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 26,950,228
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) 1 421,284
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........................... 3 421,284
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- ..... 5 421,284
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 208,982
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 410,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 618,982
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 713
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 10 196,985
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow196,985 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
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 2024 or the taxable year beginning in 2024? 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 2024, 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 (2024)
Form 990-PF (2024)
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)
 
No
(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
 
 
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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
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 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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
0.00
0 0 0
C/O VAN BEUREN CHARITABLE FDN 449
THAMES ST UNIT 112
NEWPORT,RI028403283
ANDREA VAN BEUREN BOARD MEMBER & SECRETARY
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 BOARD MEMBER & 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
363,081 76,667 0
C/O VAN BEUREN CHARITABLE FDN 449
THAMES ST UNIT 112
NEWPORT,RI028403283
KIM L DAME ASSISTANT SECRETARY
40.00
111,935 51,069 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
150,380 59,094 0
C/O VAN BEUREN CHARITABLE FDN 449
THAMES ST UNIT 1
NEWPORT,RI028403283
MARYKATE BERGEN NONE
40.00
118,000 33,084 0
C/O VAN BEUREN CHARITABLE FDN 449
THAMES ST UNIT 1
NEWPORT,RI028403283
MARY JOHNSON NONE
40.00
104,545 43,781 0
C/O VAN BEUREN CHARITABLE FDN 449
THAMES ST UNIT 1
NEWPORT,RI028403283
KAILA ACHESON NONE
40.00
59,816 12,281 0
C/O VAN BEUREN CHARITABLE FDN 449
THAMES ST UNIT 1
NEWPORT,RI028403283
RACHEL CAPRONI NONE
40.00
35,657 22,870 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 (2024)
Form 990-PF (2024)
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 STATEGY FACILIATION RELATED TO ASSESSING BEHAVIORIAL HEALTH, CHILDREN'S LITERACY ECONOMIC DEVELOPMENT, LOCAL BROADBAND ACCESS AND BIKE PATH ACCESS 413,240
2 LEADERSHIP SERIES - WORKSHOP/TRAINING, ASSESSMENTS AND COACHINGTO STRENGTHEN STRATEGIC PARTNERSHIPS AND COLLECTIVE IMPACT 85,990
3   0
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 (2024)
Form 990-PF (2024)
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
341,107,466
b
Average of monthly cash balances.......................
1b
20,702,310
c
Fair market value of all other assets (see instructions)................
1c
1,035,895
d
Total (add lines 1a, b, and c).........................
1d
362,845,671
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
362,845,671
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
5,442,685
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
357,402,986
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
17,870,149
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
17,870,149
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
421,284
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
57,240
c
Add lines 2a and 2b............................
2c
478,524
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
17,391,625
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
17,391,625
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
17,391,625
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
16,164,540
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
16,164,540
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus
(b)
Years prior to 2023
(c)
2023
(d)
2024
1 Distributable amount for 2024 from Part X, line 7 17,391,625
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 9,273,802
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021......  
d From 2022......  
e From 2023......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 16,164,540
a Applied to 2023, but not more than line 2a 9,273,802
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 2024 distributable amount..... 6,890,738
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions .............
0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 ..........
10,500,887
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 2019 not
applied on line 5 or line 7 (see instructions) ...
0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ......
0
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023....  
e Excess from 2024....  
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, 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) 2024 (b) 2023 (c) 2022 (d) 2021
         
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 if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
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 (2024)
Form 990-PF (2024)
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

ACADEMY IN MANAYUNK INC

1200 RIVER ROAD
CONSHOCHOCKEN,PA19428
NONE PUBLIC CHARITY UNRESTRICTED GIFT 10,000

564 PARK AVENUE PRESERVATION FOUNDATION

564 PARK AVENUE
NEW YORK,NY10065
NONE PUBLIC CHARITY UNRESTRICTED GIFT 10,000

ACADEMY IN MANAYUNK INC

1200 RIVER ROAD
CONSHOCHOCKEN,PA19428
NONE PUBLIC CHARITY AIM HIGHER CAMPAIGN 50,000

ACADEMY OF MUSIC OF PHILADELPHIA

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

ALL SAINTS ACADEMY

915 WEST MAIN STREET
MIDDLETOWN,RI02842
NONE PUBLIC CHARITY PERSONALIZING EDUCATION FOR THE 21ST CENTURY LEARNER 60,770

ALLEN-CHASE FOUNDATION

PO BOX 7
DEERFIELD,MA01342
NONE PUBLIC CHARITY ANNUAL FUND 10,000

ALLEN-CHASE FOUNDATION

PO BOX 7
DEERFIELD,MA01342
NONE PUBLIC CHARITY UNRESTRICTED GIFT 10,000

AMENITY AID

33 PLAN WAY BUILDING 3B
WARWICK,RI02886
NONE PUBLIC CHARITY ACCESS TO HYGIENE PRODUCTS IN COLLABORATION WITH NEWPORT'S COMMUNITY SUPPORT NETWORK 16,000

AMERICAN PUBLIC MEDIA GROUP

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

AQUIDNECK LAND TRUST

790 AQUIDNECK AVENUE
MIDDLETOWN,RI02842
NONE PUBLIC CHARITY OPERATING SUPPORT FOR 3 YEARS 70,000

AQUIDNECK LAND TRUST

790 AQUIDNECK AVENUE
MIDDLETOWN,RI02842
NONE PUBLIC CHARITY EVENING AT HOME EVENT 10,000

AQUIDNECK LAND TRUST

790 AQUIDNECK AVENUE
MIDDLETOWN,RI02842
NONE PUBLIC CHARITY UNRESTRICTED GIFT 10,000

AQUIDNECK LAND TRUST

790 AQUIDNECK AVENUE
MIDDLETOWN,RI02842
NONE PUBLIC CHARITY ISLAND WIDE NOAA CLIMATE RESILIENCE GRANT 16,500

AQUIDNECK LAND TRUST

790 AQUIDNECK AVENUE
MIDDLETOWN,RI02842
NONE PUBLIC CHARITY INFRASTRUCTURE ASSESSMENT 10,000

ART & NEWPORT

289 INDIAN AVENUE
MIDDLETOWN,RI02842
NONE PUBLIC CHARITY UNRESTRICTED 10,000

ART 21 INC

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

ARTS GOWANUS

540 PRESIDENT STREET
BROOKLYN,NY11215
NONE PUBLIC CHARITY UNRESTRICTED 5,000

ATLANTIC THEATRE COMPANY

76 NINTH AVENUE
NEW YORK,NY10011
NONE PUBLIC CHARITY UNRESTRICTED 5,000

ATLANTIC THEATRE COMPANY

76 NINTH AVENUE
NEW YORK,NY10011
NONE PUBLIC CHARITY SUPPORT OF COMPANY OPERATIONS 50,000

BARNES FOUNDATION

2025 BENJAMIN FRANKLIN PKWY
PHILADELPHIA,PA19130
NONE PUBLIC CHARITY 2024 EXHIBITION FUND AND UNRESTRICTED 35,000

BATTLE OF RHODE ISLAND ASSCOIATION

424 VANDERBILT LANE
PORTSMOUTH,RI02871
NONE PUBLIC CHARITY ARCHAEOLOGICAL WORK AT BUTTS HILL 71,149

BEAM CENTER INC

60 SACKETT STREET
BROOKLYN,NY11231
NONE PUBLIC CHARITY UNRESTRICTED 5,000

BIKE NEWPORT

62 BROADWAY
NEWPORT,RI02840
NONE PUBLIC CHARITY SUPPORT RI 2.0 AND UNRESTRICTED 69,000

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 UNITED METHODIST CHURCH

PO BOX 1468
BOCA GRANDE,FL33921
NONE PUBLIC CHARITY BOCA GRANDE DISASTER FUND 30,000

BOCA GRANDE WOMANS CLUB

PO BOX 65
BOCA GRANDE,FL33921
NONE PUBLIC CHARITY SCHOLARSHIPS AND BOCA GRANDE DISASTER FUND 5,000

BOYS CLUBS & GIRLS CLUBS OF NEWPORT COUNTY

95 CHURCH STREET
NEWPORT,RI02840
NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 42,000

BOYS CLUBS & GIRLS CLUBS OF NEWPORT COUNTY

95 CHURCH STREET
NEWPORT,RI02840
NONE PUBLIC CHARITY UNRESTRICTED 5,000

BOYS CLUBS & GIRLS CLUBS OF NEWPORT COUNTY

95 CHURCH STREET
NEWPORT,RI02840
NONE PUBLIC CHARITY UNRESTRICTED 10,000

BRANDYWINE CONSERVANCY

PO BOX 141
CHADDS FORD,PA19317
NONE PUBLIC CHARITY UNRESTRICTED 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 UNRESTRICTED 10,000

BROOKLYN WORKFORCE INNOVATIONS-LEAP

621 DEGRAW ST
BROOKLYN,NY11217
NONE PUBLIC CHARITY UNRESTRICTED 5,000

BRYN MAWR HOSPITAL FOUNDATION

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

BUTLER HOSPITAL

345 BLACKSTONE BLVD
PROVIDENCE,RI02906
NONE PUBLIC CHARITY MEMORY AND AGING PROGRAM FACILITIES 250,000

C THOMAS CLAGETT JR MEMORIAL CLINIC & REGATTA INC

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

CARY INSTITUTE FOR GLOBAL GOOD

63 HUYCK RD
RENSSELAERVILLE,NY12147
NONE PUBLIC CHARITY UNRESTRICTED 2,500

CENTRAL PARK CONSERVANCY

717 5TH AVENUE
NEW YORK,NY10022
NONE PUBLIC CHARITY UNRESTRICTED 20,000

CHILD AND FAMILY SERVICES OF NEWPORT

31 JOHN CLARKE ROAD
MIDDLETOWN,NY02842
NONE PUBLIC CHARITY WORKFORCE RETENTION AND PIPELINE, BUILD NEWPORT COUNTY HEALTHCARE COLLABORATIVE'S CAPACITY TO ADDRESS THE WORKFORCE CRISIS. 22,300

CHURCH COMMUNITY HOUSING CORPORATION

50 WASHINGTON SQUARE
NEWPORT,RI02840
NONE PUBLIC CHARITY UNRESTRICTED 15,000

COMMON CAUSE EDUCATION FUND

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

COLLEGE UNBOUND

325 PUBLIC ST
PRIVIDENCE,RI02905
NONE PUBLIC CHARITY FINANCIAL AID FOR MATRICULATING STUDENTS 4,000

COLLEGE UNBOUND

325 PUBLIC ST
PRIVIDENCE,RI02905
NONE PUBLIC CHARITY NEWPORT TA TO BA EDUCATOR PATHWAY PROGRAM 90,000

DESIGNXRI

819 WESTMINSTER ST
PROVIDENCE,RI02903
NONE PUBLIC CHARITY NEWPORT LAUNCH AND DESIGN CATALYST 30,000

COMMUNITY CLOTHES CHARITY

1001 ROCK CREEK ROAD
BRYN MAWR,PA19010
NONE PUBLIC CHARITY UNRESTRICTED 5,000

COMMUNITY HELP IN PARK SLOPE

200 4TH ST
BROOKLYN,NY11217
NONE PUBLIC CHARITY UNRESTRICTED 5,000

CONANICUT ISLAND SAILING FOUNDATION

7 FELUCCA AVENUE
JAMESTOWN,RI02835
NONE PUBLIC CHARITY UNRESTRICTED 5,000

CONANICUT ISLAND SAILING FOUNDATION

7 FELUCCA AVENUE
JAMESTOWN,RI02835
NONE PUBLIC CHARITY CONDUCT INTERNAL ORGANIZATIONAL AUDIT 7,500

CONEXION LATINA NEWPORT

170 BROADWAY
NEWPORT,RI02840
NONE PUBLIC CHARITY HISPANIC COMMUNITY ACCESS CENTER AND ASSOCIATED PROGRAMMING 100,000

CONEXION LATINA NEWPORT

170 BROADWAY
NEWPORT,RI02840
NONE PUBLIC CHARITY UNRESTRICTED 10,000

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 TOWARDS THE RALLY FARMS ENDOWMENT 25,000

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 252,821

ECORI INC

10 DAVOL SQUARE
PROVIDENCE,RI02903
NONE PUBLIC CHARITY IMPROVE ORGANIZATIONAL SUSTAINABILITY 50,000

ELKHORN MARINE CONSERVANCY

625 CLINTON SQUARE
ROCHESTER,NY14604
NONE PUBLIC CHARITY SUPPORT CORAL RESTORATION IN ANTIGUA 10,000

ELKHORN MARINE CONSERVANCY

625 CLINTON SQUARE
ROCHESTER,NY14604
NONE PUBLIC CHARITY UNRESTRICTED 10,000

EMMA PENDLETON BRADLEY HOSPITAL

1011 VETERANS MEMORIAL PARKWAY
EAST PROVIDENCE,RI02915
NONE PUBLIC CHARITY UPDATE PLAYGROUND AND CLIMBING STRUCTURE 155,000

FABNEWPORT

PO BOX 3562
NEWPORT,RI02840
NONE PUBLIC CHARITY CONTINUED GROWTH OF NEWPORT EXPERIENCE 117,500

ENTREPRENEURSHIP FOR ALL INC

175 CABOT STREET SUITE 100
LOWELL,MA01854
NONE PUBLIC CHARITY LAUNCH OF THE EFORALL RHODE ISLAND PROGRAM 30,000

FABNEWPORT

PO BOX 3562
NEWPORT,RI02840
NONE PUBLIC CHARITY SUPPORT NEW POSITION FOCUSED ON PARTNER ENGAGEMENT AND RECRUITMENT 25,000

FABNEWPORT

PO BOX 3562
NEWPORT,RI02840
NONE PUBLIC CHARITY NEWPORT EXPERIENCE PROGRAM AND UNRESTRICTED 25,000

FOOD BANK FOR NEW YORK CITY

PO BOX 4706
HARTSDALE,NY10530
NONE PUBLIC CHARITY UNRESTRICTED 5,000

FOUR HEARTS FOUNDATION

106 CARNEGIE HARBOR DRIVE
PORTSMOUTH,RI02871
NONE PUBLIC CHARITY SUPPLEMENTAL CAPITAL FOR NEW TURNPIKE AVENUE PLAYGROUND 38,941

FOOD FOR THE POOR INC

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

FORT ADAMS TRUST

90 FORT ADAMS DRIVE
NEWPORT,RI02840
NONE PUBLIC CHARITY UNRESTRICTED 12,000

FRIENDS OF BOCA GRANDE COMMUNITY CENTER

PO BOX 1222
BOCA GRANDE,FL33921
NONE PUBLIC CHARITY SUPPORT RENOVATIONS AND IMPROVEMENTS AND $10K UNRESTRICTED 1,010,000

FRIENDS OF ISLAND CEMETERY

30 WARNER STREET
NEWPORT,RI02840
NONE PUBLIC CHARITY SUPPORT FAREWELL PLANNING WORKSHOP AND UNRESTRICTED 35,000

FRIENDS OF MVYRADIO INC

PO BOX 1420
WEST TISBURY,MA02575
NONE PUBLIC CHARITY UNRESTRICTED 2,000

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

FUNDERS NETWORK FOR SMART GROWTH AND LIVABLE COMMUNITIES

6705 SW 57TH AVENUESTE 700
CORAL GABLES,FL33143
NONE PUBLIC CHARITY UNRESTRICTED 7,500

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 UNRESTRICTED 20,000

GIRL SCOUTS OF SOUTHEASTERN NEW ENGLAND

500 GREENWICH AVENUE
WARWICK,RI02886
NONE PUBLIC CHARITY COMPLETION OF A MASTER PLAN FOR CAMP ROCKY FARM 275,000

GOWANUS CANAL CONSERVANCY

248 THIRD STREET
BROOKLYN,NY11215
NONE PUBLIC CHARITY UNRESTRICTED 6,500

GRANTMAKERS COUNCIL OF RHODE ISLAND

50 VALLEY STREET
PROVIDENCE,RI02909
NONE PUBLIC CHARITY UNRESTRICTED 12,800

GREEN OCEANS

PO BOX 976
LITTLE COMPTON,RI02837
NONE PUBLIC CHARITY UNRESTRICTED 10,000

GREATER GOOD CHARITIES

600 UNIVERSITY STREET STE1000
SEATTLE,WA98101
NONE PUBLIC CHARITY UNRESTRICTED 41,500

GROW SMART RHODE ISLAND

144 WESTMINSTER STREETSTE 303
PROVIDENCE,RI02903
NONE PUBLIC CHARITY GENERAL OPERATIONS AND NEW OPERATIONS MANAGER 146,400

HEIFER PROJECT INTERNATIONAL

1290 OLD SANDWICH ROAD
PLYMOUTH,MA02360
NONE PUBLIC CHARITY UNRESTRICTED 4,835

INTERNATIONAL MEDICAL CORPS

12400 WHILSHIRE BLVD SUITE 1500
LOS ANGELES,CA90025
NONE PUBLIC CHARITY UNRESTRICTED 11,000

INTERNATIONAL STUDIO AND CURATORIAL PROGRAM

1040 METROPOLITAN AVENUE
BROOKLYN,NY11215
NONE PUBLIC CHARITY UNRESTRICTED 10,000

INTERNATIONAL TENNIS HALL OF FAME

194 BELLEVUE AVENUE
NEWPORT,RI02840
NONE PUBLIC CHARITY TO SUPPORT AFTERSCHOOL AND SUMMER PROGRAMS 78,000

JAMESTOWN ART CENTER

18 VALLEY STREET
JAMESTOWN,RI02835
NONE PUBLIC CHARITY UNRESTRICTED IN LUKE RANDALL'S MEMORY 10,000

ISLAND ACADEMY

47 BEECHCROFT ROAD
GREENWICH,CT06830
NONE PUBLIC CHARITY UNRESTRICTED 12,500

IYRS SCHOOL OF TECHNOLOGY

449 THAMES ROAD
NEWPORT,RI02840
NONE PUBLIC CHARITY ANNUAL GIFTS, SUPPORT GALA, ANTIGUA SCHOLARSHIP FUND, WHARF DESIGN AND UNRESTRICTED 172,000

KENYON COLLEGE

101 SCOTT LANE
GAMBLER,OH43022
NONE PUBLIC CHARITY ANNUAL FUND 5,000

LAWRENCEVILLE SCHOOL

PO BOX 6125
LAWRENCEVILLE,NJ08648
NONE PUBLIC CHARITY UNRESTRICTED 5,000

LEAGUE OF WOMAN VOTERS EDUCATION FUND

ONE RICHMOND SQUARE SUITE 220A
WEST PROVIDENCE,RI02903
NONE PUBLIC CHARITY UNRESTRICTED 10,000

LUCY'S HEARTH

19 VALLEY ROAD
MIDDLETOWN,RI02842
NONE PUBLIC CHARITY GENERAL OPERATIONS 2024 65,000

MADISON SQUARE PARK CONSERVANCY

PO BOX 1814
NEW YORK,NY10159
NONE PUBLIC CHARITY UNRESTRICTED 5,000

MARTIN LUTHER KING COMMUNITY CENTER INC

20 DR MARCUS F WHEATLAND BLVD
NEWPORT,RI02840
NONE PUBLIC CHARITY GENERAL OPERATIONS AND UNRESTRICTED 110,000

MEALS ON WHEELS OF RI INC

70 BATH STREET
PROVIDENCE,RI02908
NONE PUBLIC CHARITY GENERAL OPERATIONS AND ORENEWED OPERATING SUPPORTT 40,000

MEMORIAL SLOAN KETTERING CANCER CENTER

633 THIRD AVENUE 5TH FLR
NEW YORK,NY10017
NONE PUBLIC CHARITY UNRESTRICTED 10,000

MIDDLETOWN PUBLIC SCHOOLS

130 VALLEY ROAD
MIDDLETOWN,RI02842
NONE PUBLIC CHARITY ESTABLISH A MULTI-LANGUAGE LEARNER COLLABORATIVE 281,500

MILLBROOK FIRE DEPARTMENT

PO BOX 202
MILLBROOK,NY12545
NONE PUBLIC CHARITY UNRESTRICTED 2,500

MILL REEF FUND

C/O JP MORGAN
DETROIT,MI48278
NONE PUBLIC CHARITY SUPPORT ISLAND ACADEMY GIFT AND UNRESTRICTED 115,000

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 UNRESTRICTED 5,000

NARRAGANSETT COUNCIL - BOY SCOUTS OF AMERICA

223 SCITUATE AVENUE
CRANSTON,RI02920
NONE PUBLIC CHARITY SUPPORT SCOUTING 5,000

NAVAL WAR COLLEGE FOUNDATION

686 CUSHING ROAD
NEWPORT,RI02841
NONE PUBLIC CHARITY SUPPORT SENTINEL OF THE SEA EVENT, ANNUAL FUNDS 155,000

NATIONAL DANCE INSTITUTE

217 WEST 147TH ST
NEW YORK,NY10001
NONE PUBLIC CHARITY UNRESTRICTED 5,000

NEW YORK PRESBYTERIAN HOSPITAL

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

NEW YORK LANDMARKS CONSERVANCY

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

NEW YORK SUN WORKS INC

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

NEWPORT ART MUSEUM

76 BELLEVUE AVENUE
NEWPORT,RI02840
NONE PUBLIC CHARITY CAPITAL IMPROVEMENTS, SUMMER BENEFIT AND UNRESTRICTED 96,810

NEWPORT COMMUNITY SCHOOL

55 BROADWAY
NEWPORT,RI02840
NONE PUBLIC CHARITY GED ATTAINMENT AND ADULT LEARNERS CAREER PATHWAYS 55,074

NEWPORT COUNTY COMMUNITY MENTAL HEALTH CENTER

127 JOHNNY CAKE HILL ROAD
MIDDLETOWN,RI02842
NONE PUBLIC CHARITY PLANNING AND DESIGN OF NEW FACILITY, TRANSITIONS OF CARE 299,128

NEWPORT COUNTY DEVELOPMENT COUNCIL

513 BROADWAY STE 218
NEWPORT,RI02840
NONE PUBLIC CHARITY CONTINUED SUPPORT OF CONNECT GREATER NEWPORT 110,000

NEWPORT COUNTY YANA CLUB

770 AQUIDNECK AVE
MIDDLETOWN,RI02842
NONE PUBLIC CHARITY BOARD TRAINING 2,500

NEWPORT FESTIVALS FOUNDATION

PO BOX 3865
NEWPORT,RI02840
NONE PUBLIC CHARITY UNRESTRICTED 45,000

NEWPORT COUNTY YMCA

792 VALLEY ROAD
NEWPORT,RI02840
NONE PUBLIC CHARITY SUPPLEMENTAL CAPITAL FOR CHILDCARE CENTER 325,000

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 365,000

NEWPORT HOSPITAL FOUNDATION

11 FRIENDSHIP STREET
NEWPORT,RI02840
NONE PUBLIC CHARITY SUPPORT OF ADOLESCENT BEHAVORIAL UNIT AND UNRESTRICTED 1,195,000

NEWPORT MIDDLE PASSAGE & PORT MAKER PROJECT

PO BOX 4706
MIDDLETOWN,RI02842
NONE PUBLIC CHARITY FOR EDUCATIONAL PROGRAMMING 5,000

NEWPORT PARTNERSHIPS FOR FAMILIES

31 JOHN CLARKE ROAD
NEWPORT,RI02842
NONE PUBLIC CHARITY READING REAPS REWARDS AND STRATEGIC PLANNING AND TO COORDINATE MEMBER WORKING GROUPS 48,925

NEWPORT LIVE

PO BOX 2548
NEWPORT,RI02840
NONE PUBLIC CHARITY UNRESTRICTED 2,000

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 THE NEW ROGERS HIGH SCHOOL 2,128,280

NEWPORT RESTORATION FOUNDATION

51 TOURO STREET
NEWPORT,RI02840
NONE PUBLIC CHARITY 18TH ANNUAL DORIS DUKE HISTORIC PRESERVATION AWARDS IN HONOR OF HOPE H VAN BEUREN 30,000

NEWPORT TREE CONSERVANCY

29 FRANKLIN STREET
NEWPORT,RI02840
NONE PUBLIC CHARITY GENERAL OPERATING AND UNRESTRICTED 35,000

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 THE CONSERVATION CREW AND UNRESTRICTED 124,445

NEWPORTFILM INC

174 BELLEVUE AVENUE
NEWPORT,RI02840
NONE PUBLIC CHARITY SUPPORT DEVELOPMENT OF OUTDOORS PROGRAM GUIDE, 2024 SUMMER BENEFIT, AND UNRESTRICTED 142,193

OCEAN CONSERVANCY

1300 19TH ST NW
WASHINGTON,DC20036
NONE PUBLIC CHARITY UNRESTRICTED 10,000

OVERBROOK SCHOOL FOR THE BLIND

6333 MALVERN AVENUE
PHILADELPHIA,PA19151
NONE PUBLIC CHARITY IN MEMORY OF NICOLAS LENTZ 25,000

OPEN PATHS COUNSELING CENTER

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

PA SOCIETY-PREVENTION OF CRUELTY TO ANIMALS

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

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

PHILADELPHIA MUSEUM OF ART

PO BOX 7646
PHILADELPHIA,PA19101
NONE PUBLIC CHARITY UNRESTRICTED 5,000

PHILADELPHIA ORCHESTRA ASSOCIATION

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

POLARIS MEP

315 IRON HORSE WAY
PROVIDENCE,RI02908
NONE PUBLIC CHARITY REFUND OF SUPPORT START UP OF ADVANCE MATERIALS INNOVATION CENTER -32,076

PHILLIPS ACADEMY ANDOVER

180 MAIN STREET
ANDOVER,MA01810
NONE PUBLIC CHARITY ADDISON GALLERY-HEDDA STERN PURCHASE AND FINANCIAL AID 55,000

POMFRET SCHOOL

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

PORTSMOUTH SCHOOL DEPARTMENT

29 MIDDLE ROAD
PORTSMOUTH,RI02871
NONE PUBLIC CHARITY PURCHASE AND INSTALLATION OF GREENHOUSE SUPPORT INCLUSIVE LEARNING CENTER 139,415

PROJECT UNDERCOVER INC

50 GRECO LANE
WARWICK,RI02886
NONE PUBLIC CHARITY SUPPORT EMERGENCY DIAPER NEEDS IN NEWPORT 14,500

PRESERVATION SOCIETY OF NEWPORT COUNTY

424 BELLEVUE AVENUE
NEWPORT,RI02840
NONE PUBLIC CHARITY RESTORE BREAKERS' TERRACE, LE FETE DU JARDIN EVENT, MAP STONE WALLS. UNRESTRICTED 1,545,000

PRESERVE RHODE ISLAND

957 NORTH MAIN ST
PROVIDENCE,RI02904
NONE PUBLIC CHARITY AQUIDNECK STONE WALL INITIATIVE 36,259

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 5,000

REACH OUT AND READ RHODE ISLAND

1 RICHMOND SQ STE 222W
PROVIDENCE,RI02906
NONE PUBLIC CHARITY SUPPORT LITERACY 7,200

RED HOOK INITIATIVE

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

REDWOOD LIBRARY AND ATHENAEUM

50 BELLEVUE AVE
NEWPORT,RI02840
NONE PUBLIC CHARITY SUPPORT 2024 SUMMER PARTY 10,000

RAILS TO TRAILS CONSERVANCY

2445 M STREET NW
WASHINGTON,DE20037
NONE PUBLIC CHARITY UNRESTRICTED 3,500

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 199,395

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 AND ONE-TIME GRANT TO ADDRESS RISING FOOD AND TRANSPORTATION COSTS 60,000

RHODE ISLAND COMMUNITY FOUNDATION

1 UNION STATION
PROVIDENCE,RI02903
NONE PUBLIC CHARITY CAPACITY BUILDING COHORT/WORKSHOPS 71,000

RHODE ISLAND ASSOCIATION FOR THE EDUCATION OF CHILDREN

501 CENTERVILLE ROAD
WARWICK,RI02886
NONE PUBLIC CHARITY GATHERING, ANALYZING AND SHARING DATA ON CHILDREN'S NEEDS AND ACCESS IN NEWPORT COUNTY 173,900

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 PUBLIC RADIO

ONE UNION STATION
PROVIDENCE,RI02903
NONE PUBLIC CHARITY SUPPORT NEW DIGITAL PLATFORM AND UNRESTRICTED 122,000

RHODE ISLAND COALITION FOR THE HOMELESS

225 DYER STREET
PROVIDENCE,RI02903
NONE PUBLIC CHARITY DEI CONSULTATION 10,000

ROSE ISLAND LIGHTHOUSE FOUNDATION

1 WASHINGTON ST
NEWPORT,RI02840
NONE PUBLIC CHARITY SUPPORT FUND DEVELOPMENT CONSULTING 6,160

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 105,000

SAIL 250 NEW YORK INC

519 EAST 86TH ST
NEW YORK,NY10028
NONE PUBLIC CHARITY 250TH ANNIVERSARY IN NYC 25,000

ROYAL PALM PLAYERS

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

SAIL TO PREVAIL

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

SAINT MICHAEL'S COUNTY DAY SCHOOL

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

SALVE REGINA UNIVERSITY

100 OCHRE POINT AVENUE
NEWPORT,RI02840
NONE PUBLIC CHARITY TO PILOT THE MCCAULEY COLLEGE PATHWAY PROGRAM 130,322

SARGENT REHABILITATION CENTER

800 QUAKER LANE
WARWICK,RI02818
NONE PUBLIC CHARITY SUPPORT STUDENT PARTICIPATION IN ACTIVITIES 13,750

SAVE THE BAY INC

100 SAVE THE BAY DRIVE
PROVIDENCE,RI02905
NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 60,000

SEMPER FI FUND

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

SOCIAL ENTERPRISE GREENHOUSE

10 DAVOL SQUARE
PROVIDENCE,RI02903
NONE PUBLIC CHARITY REFUND SUPPORT EMERGING ENTERPRISES -4,500

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 ANNUAL FUND 27,500

ST COLUMBA - THE BERKELEY MEMORIAL CHAPEL

55 VAUCLUSE AVENUE
MIDDLETOWN,RI02842
NONE PUBLIC CHARITY ENDOWMENT FOR OPERATIONS 147,800

ST COLUMBA CHAPEL HISTORIC PRESERVATION

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

ST GEORGE'S SCHOOL

PO BOX 1910
NEWPORT,RI02840
NONE PUBLIC CHARITY FINANCIAL AID AND TEACHERS SALARIES 135,000

STAR KIDS SCHOLARSHIP PROGRAM

PO BOX 6214
MIDDLETOWN,RI02842
NONE PUBLIC CHARITY UNRESTRICTED 5,000

STRATEGIC PREVENTION PARTNERSHIPS

73 JOHN DYER ROAD
COMPTON,RI02837
NONE PUBLIC CHARITY EXPANSION OF PROGRAMMING THROUGH THE NO WRONG DOOR SYSTEM OF CARE 100,000

STREET SQUASH USA

40 WEST 116TH ST
NEW YORK,NY10026
NONE PUBLIC CHARITY UNRESTRICTED 5,000

STUDIO INCAMMINATI

1901 S 9TH STREET
PHILADELPHIA,PA19148
NONE PUBLIC CHARITY UNRESTRICTED 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 20,000

TAFT SCHOOL

110 WOODBURY ROAD
WATERTOWN,CT06795
NONE PUBLIC CHARITY ANNUAL FUND AND TO BENEFIT TAFT SCHOOL 145,000

THE FOUNDATION FOR INTEGRATED CARE

1045 WARWICK AVENUE
WARWICK,RI02888
NONE PUBLIC CHARITY PILOT INTERGRATED BEHAVORIAL HEALTH SERVICES 120,000

THE FOUNDATION FOR THE NEW ENGLAND MEDICAL INNOVATION

150 CHESTNUT STREET
PROVIDENCE,RI02840
NONE PUBLIC CHARITY DEVELOP RELATIONSHIPS AND NETWORKS 30,000

THE HOUSING HOTLINE

40 DR MARCUS WHEATLAND BLVD
NEWPORT,RI02840
NONE PUBLIC CHARITY HELP PROVIDE TEMPORARY HOUSING TO THOSE IN NEED 25,000

THE ISLAND SCHOOL

PO BOX 1090
BOCA GRANDE,FL33921
NONE PUBLIC CHARITY UNRESTRICTED 25,000

THE PHILANTHROPY ROUNDTABLE

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

THE SAILING MUSEUM AND NATIONAL SAILING HALL OF FAME

365 THAMES ST
NEWPORT,RI02840
NONE PUBLIC CHARITY UNRESTRICTED 10,000

THE OLANA PARTNERSHIP

5720 NY-9G
HUDSON,NY12534
NONE PUBLIC CHARITY UNRESTRICTED 2,500

THROUGHLINE LEARNING

PO BOX 9207
PROVIDENCE,RI02940
NONE PUBLIC CHARITY INCREASING SCHOOL AND COMMUNITY ORGANIZATION AND HUMAN RESOURCE ASSESSMENT 109,000

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 20,000

THUNDERMIST HEALTH CENTER

171 SERVICE AVENUE
WARWICK,RI02886
NONE PUBLIC CHARITY PILOT SCHOOL-BASED TELEHEALTH SERVICES 50,782

TOURO SYNAGOGUE FOUNDATION

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

TRINITY CHURCH

1 QUEEN ANNE SQUARE
NEWPORT,RI02840
NONE PUBLIC CHARITY UNRESTRICTED 10,000

TRUSTEES OF COLUMBIA

403 AVERY HALL
NEW YORK,NY10027
NONE PUBLIC CHARITY ANNUAL FUND AND UNRESTRICTED 17,500

TURNING AROUND MINISTRIES INC

50 DR MARCUS WHEAT BLVD
NEWPORT,RI02840
NONE PUBLIC CHARITY TWO COHORTS TO PARTICIPATE IN A 14 WEEK LIFE SKILLS/JOB READINESS PROGRAM 40,580

TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA

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

WARRIOR SCHOLAR PROJECT

201 NORTH UNION ST
ALEXANDRIA,VA22314
NONE PUBLIC CHARITY UNRESTRICTED 10,000

UNDERDOG RESCUE

PO BOX16453
ST LOUIS PARK,MN55416
NONE PUBLIC CHARITY UNRESTRICTED 2,000

UNIVERSITY OF RI FOUNDATION

79 UPPER COLLEGE RD
KINGSTON,RI02881
NONE PUBLIC CHARITY SUPPORT TOWER REPLACEMENT FUND 2,000

UNIVERSITY OF VERMONT

411 MAIN ST
BURLINGTON,VT05401
NONE PUBLIC CHARITY ANNUAL FUND AND TOWARDS DOCUMENTARY STORYTELLING 30,000

UNIVERSITY OF RICHMOND

221 RICHMOND PLACE
RICHMOND,VA23173
NONE PUBLIC CHARITY JEPSON SCHOOL OF LEADERSHIP 5,000

VNS OF NEWPORT & BRISTOL COUNTIES

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

WESLEYAN UNIVERSITY

318 HIGH STREET
MIDDLETOWN,CT06459
NONE PUBLIC CHARITY FILM CENTER CAMPAIGN AND FINANCIAL AID 155,000

WEILL CORNELL MEDICINE

PO BOX 22497
NEW YORK,NY10087
NONE PUBLIC CHARITY DIVISION OF CHILD & ADOLESCENT PSYCHIATRY 45,000

WHYY INC

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

WOODS HOLE OCEANOGRAPHIC INSTITUTION

266 WOOD HOLE ROAD
WOOD HOLE,MA02543
NONE PUBLIC CHARITY UNRESTRICTED 10,000

WFMU-AURICLE COMMUNICATIONS

PO BOX 2011
JERSEY CITY,NJ07303
NONE PUBLIC CHARITY SUPPORT FUNDRAISING MARATHON 2,000

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

CHARITABLE PARTNERSHIP FUND

PO BOX 13276
PORTLAND,OR97213
NONE PUBLIC CHARITY AUXART SUPPORT 2,000

CHILDREN'S HOSPITAL OF PHILADELPHIA FOUNDATION

3401 CIVIC CENTER BLVD
PHILADELPHIA,PA19101
NONE PUBLIC CHARITY UNRESTRICTED IN HONOR OF LILIANE HAUB 5,000

CHILDREN'S HOSPITAL OF PHILADELPHIA FOUNDATION

3401 CIVIC CENTER BLVD
PHILADELPHIA,PA19101
NONE PUBLIC CHARITY SUPPORT HOLIDAY BOUTIQUE 2,500

CHILDREN'S HOSPITAL OF PHILADELPHIA FOUNDATION

3401 CIVIC CENTER BLVD
PHILADELPHIA,PA19101
NONE PUBLIC CHARITY UNRESTRICTED 7,500

FRIENDS OF NEWPORT SKATEPARK

36 WASHINGTON SQUARE
NEWPORT,RI02840
NONE PUBLIC CHARITY SUPPORT STORMWATER ASSESSMENT AND DESIGN PLAN 130,000

GLADNEY CENTER FOR ADOPTION

6300 JOHN RYAN DRIVE
FORT WORTH,TX76132
NONE PUBLIC CHARITY SUPPORT GLADNEY FUND 5,000

GNOME INC

1510 HIGHLAND AVENUE
FALL RIVER,MA02720
NONE PUBLIC CHARITY SUPPORT PROGRAM EXPANSION 62,500

WILDLIFE REHABILITATORS ASSOCIATION OF RI

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

WNYC-NEW YORK PUBLIC RADIO

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

WOMENS RESOURCE CENTER OF NEWPORT COUNTY

PO BOX 3204
NEWPORT,RI02840
NONE PUBLIC CHARITY COUNSELING PROGRAM 30,000

WORLD CENTRAL KITCHEN

2001 L STREET NW
WASHINGTON,DC20036
NONE PUBLIC CHARITY UNRESTRICTED 2,000

WORLD MONUMENT FUND

600 FIFTH AVENUE
NEW YORK,NY10020
NONE PUBLIC CHARITY PRESIDENT CIRCLE AND UNRESTRICTED 25,000

AQUIDNECK LAND TRUST

790 AQUIDNECK AVENUE
MIDDLETOWN,RI02842
NONE PUBLIC CHARITY RECOVERABLE GRANT -603,000

NEWPORT PRIDE

42 SPRING STREET
NEWPORT,RI02840
NONE PUBLIC CHARITY UNRESTRICTED 49,487
Total .................................right arrow 3a 14,051,095
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2024)
Form 990-PF (2024)
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 7,225,717 224,988
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 ..... 523000 985,909 14 39,254  
8 Gain or (loss) from sales of assets other than
inventory ............
523000 381,949 18 26,950,228 -16,150
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) .. 1,367,858 34,215,199 208,838
13Total. Add line 12, columns (b), (d), and (e)..................
13
35,791,895
(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 INCOME
8 SALE OF NON-INVESTMENT FIXED ASSETS
Form 990-PF (2024)
Form 990-PF (2024)
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 Right Arrow
Firm's EIN Right Arrow
Firm's address Right Arrow


Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 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 56,314 56,314   0

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

TY 2024 GainLossSaleOtherAssetsSch
Name:
VAN BEUREN CHARITABLE FOUNDATION INC
 
C/O BRANDYWINE GROUP ADVISORS INC
EIN:
22-2773769
Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
LOSS ON DISPOSAL OF FIXED ASSET 2019-01 PURCHASED 2024-06   280 16,430 COST 0 -16,150  
THRU PARTNERSHIPS - UBTI   PURCHASED     381,949   COST 0 381,949  

TY 2024 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 25,646,078 25,646,078

TY 2024 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 96,904,687 96,904,687

TY 2024 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 233,332,970 233,332,970
OPERATING LEASE AT COST 297,715 297,715

TY 2024 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 4,145 2,763   1,382


TY 2024 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 0 115,518 115,518
SECURITY DEPOSIT / PREPAID EXP 16,547 12,439 12,439
PREPAID EXCISE TAX 208,686 0 0


TY 2024 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 129,930 0   129,930
FILING FEES 72 48   24
INSURANCE 15,292 5,097   10,195
NON DEDUCTIBLE EXP THRU PARTNERSHIP 36,087 0   0
TRAINING/TUITION 26,021 0   12,465
SPECIAL INITIATIVES 299,836 0   299,836
CONSULTING 109,760 0   109,760
COMMUNITY EVENTS 111,644 0   111,644


TY 2024 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 39,254 39,254 39,254
ORD INCOME (LOSS) THRU PARTNERSHIPS - UBTI 985,909 0 985,909


TY 2024 OtherIncreasesSchedule
Name:
VAN BEUREN CHARITABLE FOUNDATION INC
 
C/O BRANDYWINE GROUP ADVISORS INC
EIN:
22-2773769
Description Amount
CHANGE IN MARKET VALUE OF SECURITIES 19,426,449
PRIOR PERIOD AUDIT ADJUSTMENT 17,002


TY 2024 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 LIABILLITY 384,321 313,975
INCOME TAXES PAYABLE 0 3,987


TY 2024 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 2,780,812 2,780,812   0


TY 2024 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 192,673 0   0
PAYROLL TAXES 64,698 0   64,698