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
THE EMILY HALL TREMAINE FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 803
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
TOLLAND, CT060840803
A Employer identification number

22-2533743
B Telephone number (see instructions)

(203) 639-5544
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$97,591,238J 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 5,163 5,163  
4 Dividends and interest from securities... 455,577 1,880,631  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment
List of Attached Documents:
// Content
13,936,843
b Gross sales price for all assets on line 6a  
7 Capital gain net income (from Part IV, line 2)... 5,319,966
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
90,037 3,591,126  
12 Total. Add lines 1 through 11........ 14,487,620 10,796,886  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 226,698 0   226,698
14 Other employee salaries and wages...... 222,207 0   222,207
15 Pension plans, employee benefits....... 134,326 0   134,326
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
8,297 0   8,297
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
50,037 0   50,037
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
48,497 0   48,497
17 Interest...............   83,534    
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
136,087 55,533   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 62,074 0   62,074
21 Travel, conferences, and meetings....... 151,807 0   151,807
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
958,198 906,334   428,096
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,998,228 1,045,401   1,332,039
25 Contributions, gifts, grants paid....... 2,870,727 2,870,727
26 Total expenses and disbursements. Add lines 24 and 25 4,868,955 1,045,401   4,202,766
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 9,618,665
b Net investment income (if negative, enter -0-) 9,751,485
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............. 10,252 7,673 7,673
2 Savings and temporary cash investments......... 293,241 473,437 473,437
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.......... 98,610 6,000 6,000
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
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).......... 67,405,640 Click to see attachment
List of Attached Documents:
// Content
76,393,763 		95,220,066
14 Land, buildings, and equipment: basis right arrow1,601,378
Less: accumulated depreciation (attach schedule) right arrow309,885 978,828 Click to see attachment
List of Attached Documents:
// Content
1,291,493 		1,291,493
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
321,617 		Click to see attachment
List of Attached Documents:
// Content
592,569 		Click to see attachment
List of Attached Documents:
// Content
592,569
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 69,108,188 78,764,935 97,591,238
Liabilities 17 Accounts payable and accrued expenses..........   38,082
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)    
23 Total liabilities (add lines 17 through 22)......... 0 38,082
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........... 69,108,188 78,726,853
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)..... 69,108,188 78,726,853
30 Total liabilities and net assets/fund balances (see instructions). 69,108,188 78,764,935
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
69,108,188
2
Enter amount from Part I, line 27a .....................
2
9,618,665
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
78,726,853
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
78,726,853
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 SCHEDULE K-1 - EHTF, LP P    
b
c
d
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       5,319,966
b
c
d
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       5,319,966
b
c
d
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 5,319,966
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) 1 135,546
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........................... 3 135,546
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- ..... 5 135,546
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 98,610
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 350,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 448,610
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 1,146
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 10 311,918
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow311,918 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 changesClick to see attachment
List of Attached Documents:
// Content
....
3
Yes
 
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 arrowCT
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 arrowMICHELLE KNAPIK PRESIDENT Telephone no.right arrow (203) 639-5544

Located atright arrowPO BOX 803TOLLANDCT ZIP+4right arrow060840803
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)
Yes
 
(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 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)
Yes
 
(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
 
No
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
Yes
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment
List of Attached Documents:
// Content
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
PALMER DEPETRO DIRECTOR, CHAIRPERSON
3.00 		0 0 0
PO BOX 803
TOLLAND,CT060840803
HUNTER TREMAINE DIRECTOR, CHAIRPERSON ELECT
3.00 		0 0 0
PO BOX 803
TOLLAND,CT060840803
WHITNEY O'BRIEN DIRECTOR, TREASURER
3.00 		0 0 0
PO BOX 803
TOLLAND,CT060840803
MARILYN DEPETRO DIRECTOR, SECRETARY
3.00 		0 0 0
PO BOX 803
TOLLAND,CT060840803
CATE BULGER DIRECTOR
3.00 		0 0 0
PO BOX 803
TOLLAND,CT060840803
PORTER COLLINS DIRECTOR
3.00 		0 0 0
PO BOX 803
TOLLAND,CT060840803
CLEIGHTON DEPETRO DIRECTOR
3.00 		0 0 0
PO BOX 803
TOLLAND,CT060840803
DIANA DEPETRO DIRECTOR
3.00 		0 0 0
PO BOX 803
TOLLAND,CT060840803
WILLIAM O'BRIEN DIRECTOR
3.00 		0 0 0
PO BOX 803
TOLLAND,CT060840803
ALEXANDRA TREMAINE DIRECTOR
3.00 		0 0 0
PO BOX 803
TOLLAND,CT060840803
GEAN TREMAINE DIRECTOR
3.00 		0 0 0
PO BOX 803
TOLLAND,CT060840803
PAGE TREMAINE DIRECTOR
3.00 		0 0 0
PO BOX 803
TOLLAND,CT060840803
SARAH C TREMAINE DIRECTOR
3.00 		0 0 0
PO BOX 803
TOLLAND,CT060840803
TYLER TREMAINE DIRECTOR
3.00 		0 0 0
PO BOX 803
TOLLAND,CT060840803
CHAPPIE WICK DIRECTOR
3.00 		0 0 0
PO BOX 803
TOLLAND,CT060840803
EMILY WICK DIRECTOR
3.00 		0 0 0
PO BOX 803
TOLLAND,CT060840803
SAGE TREMAINE ASSOCIATE DIRECTOR
3.00 		0 0 0
PO BOX 803
TOLLAND,CT060840803
GRADY WICK ASSOCIATE DIRECTOR (BEGAN 03/07/2024)
3.00 		0 0 0
PO BOX 803
TOLLAND,CT060840803
ATWOOD COLLINS III DIRECTOR EMERITUS
3.00 		0 0 0
PO BOX 803
TOLLAND,CT060840803
BURTON G TREMAINE III DIRECTOR EMERITUS
3.00 		0 0 0
PO BOX 803
TOLLAND,CT060840803
JANET T STANLEY DIRECTOR EMERITUS
3.00 		0 0 0
PO BOX 803
TOLLAND,CT060840803
JOHN M TREMAINE DIRECTOR EMERITUS
3.00 		0 0 0
PO BOX 803
TOLLAND,CT060840803
PHILIP STANLEY DIRECTOR EMERITUS
3.00 		0 0 0
PO BOX 803
TOLLAND,CT060840803
MICHELLE KNAPIK PRESIDENT
40.00 		226,698 43,090 0
PO BOX 803
TOLLAND,CT060840803
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
HEATHER PONTONIO SENIOR PROGRAM DIREC
40.00 		124,712 50,291 0
PO BOX 803
TOLLAND,CT060840803
RENIE BESAW ACCOUNTING MANAGER
20.00 		73,045 9,126 0
PO BOX 803
TOLLAND,CT060840803
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
BERSHTEIN VOLPE & MCKEON PC PROPERTY TAX ASSESSMENT, LAND USE, ETC. 130,625
900 CHAPEL STREET 11TH FLOOR
NEW HAVEN,CT065102889
ROGER FERRIS & PARTNERS LLC ARCHITECTURAL FIRM 130,000
1 WILTON ROAD
WESTPORT,CT068803109
PKF O'CONNOR DAVIES FINANCIAL STATEMENT AUDIT AND TAX RETURN PREPARATION 50,037
500 MAMARONECK AVENUE SUITE 301
HARRISON,NY105281648
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  
2  
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 (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
93,523,627
b
Average of monthly cash balances.......................
1b
645,896
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
94,169,523
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
94,169,523
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
1,412,543
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
92,756,980
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
4,637,849
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
4,637,849
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
135,546
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
135,546
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
4,502,303
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
4,502,303
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
4,502,303
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
4,202,766
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
312,665
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
4,515,431
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 4,502,303
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 2,836,823
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$ 4,515,431
a Applied to 2023, but not more than line 2a 2,836,823
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..... 1,678,608
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 .......... 		2,823,695
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

22MOHAWKS

2 COMMERCIAL STREET
SHARON,MA02067 		N/A PC COMMUNITY PROJECTS - GENERAL OPERATING 15,000

ACE MENTOR PROGRAM OF GREATER BOSTON

1 PLEASURE ISLAND ROAD SUITE 2A
WAKEFIELD,MA01880 		N/A PC EDUCATION - GENERAL OPERATING 2,500

ADAM J LEWIS ACADEMY

500 STATE STREET
BRIDGEPORT,CT06604 		N/A PC EDUCATION - GENERAL OPERATING 10,000

AIM ACADEMY

1200 RIVER ROAD
CONSHOHOCKEN,PA19428 		N/A PC EDUCATION - PROJECT/PROGRAM 1,400

AIM ACADEMY

1200 RIVER ROAD
CONSHOHOCKEN,PA19428 		N/A PC EDUCATION - PROJECT/PROGRAM 45,000

AIM ACADEMY

1200 RIVER ROAD
CONSHOHOCKEN,PA19428 		N/A PC EDUCATION - PROJECT/PROGRAM 125,000

AIR COLLABORATIVE

8003 CLEARFIELD ROAD
FREDERICK,MD21702 		N/A PC VISUAL ART - PROJECT/PROGRAM 6,500

ALBEMARLE HOUSING IMPROVEMENT PROGRAM

2127 BERKMAR DRIVE
CHARLOTTESVILLE,VA22901 		N/A PC COMMUNITY PROJECTS - GENERAL OPERATING 1,000

AMERICAN CIVIL LIBERTIES UNION FOUNDATION INC

125 BROAD STREET 18TH FLOOR
NEW YORK,NY10004 		N/A PC COMMUNITY PROJECTS - GENERAL OPERATING 5,000

ANGELS AMONG US PET RESCUE INC

PO BOX 821
ALPHARETTA,GA30009 		N/A PC COMMUNITY PROJECTS - GENERAL OPERATING 2,250

ART AND CULTURE TOGETHER INC

305 KNOWLTON STREET
BRIDGEPORT,CT06608 		N/A PC VISUAL ARTS - GENERAL OPERATING 10,000

ARTISTS ASSOCIATION OF NANTUCKET

24 AMELIA DRIVE SUITE 1
NANTUCKET,MA02554 		N/A PC VISUAL ARTS - GENERAL OPERATING 1,500

ARTPACE INC

445 N MAIN AVENUE
SAN ANTONIO,TX78205 		N/A PC VISUAL ART - PROJECT/PROGRAM 10,000

ARTS & BUSINESS COUNCIL OF GREATER BOSTON INC

15 CHANNEL CENTER STREET SUITE 103
BOSTON,MA02210 		N/A PC VISUAL ART - PROJECT/PROGRAM 20,000

ARTS DESIGN ALUMNI RESEARCH

PO BOX 25682
PROVIDENCE,RI02905 		N/A PC VISUAL ART - PROJECT/PROGRAM 10,500

ARTS DESIGN ALUMNI RESEARCH

PO BOX 25682
PROVIDENCE,RI02905 		N/A PC VISUAL ART - PROJECT/PROGRAM 50,000

ASIAN COMMUNITY DEVELOPMENT CORP

38 OAK STREET
BOSTON,MA02111 		N/A PC COMMUNITY PROJECTS - GENERAL OPERATING 5,000

ASPETUCK LAND TRUST INC

PO BOX 444
WESTPORT,CT06881 		N/A PC ENVIRONMENT - GENERAL OPERATING 2,500

BABSON COLLEGE

231 FOREST STREET
WELLESLEY,MA02457 		N/A PC EDUCATION - GENERAL OPERATING 5,000

BILLION OYSTER PROJECT

BATTERY MARINE BUILDING SLIP 7
NEW YORK,NY10004 		N/A PC EDUCATION - GENERAL OPERATING 5,000

BOSTON BALLET INC

19 CLARENDON STREET
BOSTON,MA02116 		N/A PC COMMUNITY PROJECTS - GENERAL OPERATING 2,500

BROOKLINE FOOD PANTRY INC

PO BOX 45
BROOKLINE,MA02446 		N/A PC COMMUNITY PROJECTS - GENERAL OPERATING 2,500

BROOKLINE FOUNDATION INC

PO BOX 470652
BROOKLINE,MA02146 		N/A PC EDUCATION - GENERAL OPERATING 5,000

CAPTAIN PLANET FOUNDATION INC

133 LUCKIE STREET 2ND FLOOR
ATLANTA,GA30303 		N/A PC ENVIRONMENT - GENERAL OPERATING 2,500

CATHOLIC ACADEMY OF BRIDGEPORT

63 PEQUONNOCK STREET
BRIDGEPORT,CT06604 		N/A PC COMMUNITY PROJECTS - GENERAL OPERATING 1,500

CHARLESTON ANIMAL SOCIETY

2455 REMOUNT ROAD
NORTH CHARLESTON,SC29406 		N/A PC COMMUNITY PROJECTS - GENERAL OPERATING 2,250

CHARLOTTE STREET

3333 WYOMING STREET
KANSAS CITY,MO64111 		N/A PC VISUAL ART - PROJECT/PROGRAM 10,000

CHARLOTTESVILLE AREA COMMUNITY FOUNDATION

PO BOX 1767
CHARLOTTESVILLE,VA22902 		N/A PC COMMUNITY PROJECTS - GENERAL OPERATING 1,775

CHIEFS FOR CHANGE

1455 PENNSYLVANIA AVENUE SUITE
400-311
WASHINGTON,DC20004 		N/A PC EDUCATION - PROJECT/PROGRAM 35,000

CHILDREN'S HEALTHCARE OF ATLANTA FOUNDATION INC

1575 NE EXPRESSWAY
ATLANTA,GA30329 		N/A PC COMMUNITY PROJECTS - GENERAL OPERATING 5,000

CITIZENS FOR A HEALTHY BAY

535 DOCK STREET SUITE 213
TACOMA,WA98402 		N/A PC ENVIRONMENT - GENERAL OPERATING 2,000

CLEVELAND BOTANICAL GARDENS

11030 EAST BOULEVARD
CLEVELAND,OH44106 		N/A PC COMMUNITY PROJECTS - GENERAL OPERATING 2,000

CLEVELAND CLINIC FOUNDATION

9500 EUCLID AVENUE
CLEVELAND,OH44195 		N/A PC COMMUNITY PROJECTS - GENERAL OPERATING 5,000

CLEVELAND MUSEUM OF ART

11150 EAST BOULEVARD
CLEVELAND,OH44106 		N/A PC VISUAL ARTS - GENERAL OPERATING 1,000

COLCHESTER LAND TRUST INC

PO BOX 93
COLCHESTER,CT06415 		N/A PC ENVIRONMENT - GENERAL OPERATING 500

COMMUNITY INVESTMENT COLLABORATIVE

PO BOX 2976
CHARLOTTESVILLE,VA22902 		N/A PC COMMUNITY PROJECTS - GENERAL OPERATING 500

CONNECTICUT AUDUBON SOCIETY INC

2325 BURR STREET
FAIRFIELD,CT06824 		N/A PC COMMUNITY PROJECTS - GENERAL OPERATING 2,500

CONNECTICUT COUNCIL FOR PHILANTHROPY

75 CHARTER OAK
HARTFORD,CT06106 		N/A PC ENVIRONMENT - PROJECT/PROGRAM 50,000

CONNECTICUT WOMEN'S HALL OF FAME

320 FITCH STREET SCHWARTZ HALL B3
NEW HAVEN,CT06515 		N/A PC EDUCATION - GENERAL OPERATING 8,000

CREATIVE WACO

712 AUSTIN AVENUE
WACO,TX76701 		N/A PC VISUAL ART - PROJECT/PROGRAM 35,000

CULTURAL ALLIANCE OF FAIRFIELD COUNTY

GATE LODGE AT MATTHEWS PARK 301
WEST AVENUE
NORWALK,CT06850 		N/A PC COMMUNITY PROJECTS - GENERAL OPERATING 2,250

CULTURE PUSH

241 E 7TH STREET SUITE 3C
NEW YORK,NY10009 		N/A PC VISUAL ART - PROJECT/PROGRAM 7,500

DATAHAVEN

1146 CHAPEL STREET SUITE 202
NEW HAVEN,CT06511 		N/A PC ENVIRONMENT - PROJECT/PROGRAM 20,000

DELAWARE ART MUSEUM

2301 KENTMERE PARKWAY
WILMINGTON,DE19806 		N/A PC VISUAL ART - PROJECT/PROGRAM 10,000

DENISON UNIVERSITY

100 W COLLEGE STREET
GRANTVILLE,OH43023 		N/A PC EDUCATION - GENERAL OPERATING 30,000

DORF

5701 LEWOOD DRIVE
AUSTIN,TX78745 		N/A PC VISUAL ART - PROJECT/PROGRAM 20,000

EAGLEBROOK SCHOOL

PO BOX 7
DEERFIELD,MA01342 		N/A PC EDUCATION - GENERAL OPERATING 20,000

EAR COMMUNITY INC

PO BOX 2040
BROOMFIELD,CO80038 		N/A PC COMMUNITY PROJECTS - GENERAL OPERATING 2,500

EARLYBIRD EDUCATION

163 HIGHLAND AVENUE SUITE 1067
NEEDHAM,MA02494 		N/A NC EDUCATION - PROJECT/PROGRAM 150,000

EAST LYME PUBLIC SCHOOLS

30 CHESTERFIELD ROAD
EAST LYME,CT06333 		N/A PC ENVIRONMENT - GENERAL OPERATING 1,000

EDITH WHARTON RESTORATION INC

PO BOX 974 2 PLUNKETT STREET
LENOX,MA01240 		N/A PC COMMUNITY PROJECTS - GENERAL OPERATING 1,000

ETHEL WALKER SCHOOL INC

230 BUSHY HILL ROAD
SIMSBURY,CT06070 		N/A PC EDUCATION - GENERAL OPERATING 7,000

ETHEL WALKER SCHOOL INC

230 BUSHY HILL ROAD
SIMSBURY,CT06070 		N/A PC EDUCATION - GENERAL OPERATING 20,000

FAIRFIELD COUNTRY DAY SCHOOL

2970 BRONSON ROAD
FAIRFIELD,CT06824 		N/A PC EDUCATION - GENERAL OPERATING 2,000

FAIRFIELD FOUNDATION FOR EDUCATION INC

PO BOX 320561
FAIRFIELD,CT06825 		N/A PC EDUCATION - GENERAL OPERATING 2,500

FAIRFIELD HISTORICAL SOCIETY INC

370 BEACH ROAD
FAIRFIELD,CT06824 		N/A PC COMMUNITY PROJECTS - GENERAL OPERATING 1,000

FAY SCHOOL INC

PO BOX 9106
SOUTHBOROUGH,MA01772 		N/A PC EDUCATION - GENERAL OPERATING 1,000

FAY SCHOOL INC

PO BOX 9106
SOUTHBOROUGH,MA01772 		N/A PC EDUCATION - GENERAL OPERATING 2,000

FISHERS ISLAND COMMUNITY CENTER INC

PO BOX 464
FISHERS ISLAND,NY06930 		N/A PC COMMUNITY PROJECTS - GENERAL OPERATING 1,000

FISHERS ISLAND CONSERVANCY INC

PO BOX 553
FISHERS ISLAND,NY06390 		N/A PC ENVIRONMENT - GENERAL OPERATING 500

FISHERS ISLAND CONSERVANCY INC

PO BOX 553
FISHERS ISLAND,NY06390 		N/A PC ENVIRONMENT - GENERAL OPERATING 1,000

FISHERS ISLAND FIRE DEPARTMENT

PO BOX 123
FISHERS ISLAND,NY06390 		N/A PC COMMUNITY PROJECTS - GENERAL OPERATING 500

FISHERS ISLAND LIBRARY ASSOCIATION

PO BOX 366
FISHERS ISLAND,NY06390 		N/A PC COMMUNITY PROJECTS - GENERAL OPERATING 500

FISHERS ISLAND RECREATIONAL PATH FOUNDATION

PO BOX 619
FISHERS ISLAND,NY06390 		N/A PC COMMUNITY PROJECTS - GENERAL OPERATING 500

FISHERS ISLAND RECREATIONAL PATH FOUNDATION

PO BOX 619
FISHERS ISLAND,NY06390 		N/A PC COMMUNITY PROJECTS - GENERAL OPERATING 2,200

FISHERS ISLAND RECREATIONAL PATH FOUNDATION

PO BOX 619
FISHERS ISLAND,NY06390 		N/A PC COMMUNITY PROJECTS - GENERAL OPERATING 5,150

FOOD BACKPACKS 4 KIDS

PO BOX 173
GIG HARBOR,WA98335 		N/A PC COMMUNITY PROJECTS - GENERAL OPERATING 2,000

FREE LIBRARY OF PHILADELPHIA FOUNDATION

1901 VINE STREET SUITE 111
PHILADELPHIA,PA19103 		N/A PC EDUCATION - PROJECT/PROGRAM 88,527

GIORNO POETRY SYSTEMS

222 BOWERY
NEW YORK,NY10012 		N/A PC VISUAL ART - PROJECT/PROGRAM 10,000

GRAY AREA

2665 MISSION ST
SAN FRANCISCO,CA94110 		N/A PC VISUAL ART - PROJECT/PROGRAM 5,000

GREAT PLAINS INSTITUTE

2801 21ST AVENUE S SUITE 220
MINNEAPOLIS,MN55407 		N/A PC ENVIRONMENT - PROJECT/PROGRAM 110,000

GREATER CLEVELAND SPORTS HALL OF FAME INC

2001 CROCKER ROAD SUITE 510
WESTLAKE,OH44145 		N/A PC COMMUNITY PROJECTS - GENERAL OPERATING 2,000

GREATER HOUSTON ROWING CLUB

PO BOX 834
SUGAR LAND,TX77487 		N/A PC COMMUNITY PROJECTS - GENERAL OPERATING 8,000

GREENS FARMS ACADEMY

PO BOX 998
GREEN FARMS,CT06838 		N/A PC EDUCATION - GENERAL OPERATING 500

GREENS FARMS ACADEMY

PO BOX 998
GREEN FARMS,CT06838 		N/A PC EDUCATION - GENERAL OPERATING 1,000

GREENS FARMS ACADEMY

PO BOX 998
GREEN FARMS,CT06838 		N/A PC EDUCATION - GENERAL OPERATING 10,000

GREENS FARMS ACADEMY

PO BOX 998
GREEN FARMS,CT06838 		N/A PC EDUCATION - GENERAL OPERATING 18,500

GREENWAVE ORGANIZATION CORP

315 FRONT STREET
NEW HAVEN,CT06513 		N/A PC ENVIRONMENT - GENERAL OPERATING 500

GREENWAVE ORGANIZATION CORP

315 FRONT STREET
NEW HAVEN,CT06513 		N/A PC ENVIRONMENT - PROJECT/PROGRAM 150,000

HARBOR WILDWATCH

3207 HARBORVIEW DRIVE
GIG HARBOR,WA98335 		N/A PC ENVIRONMENT - GENERAL OPERATING 2,000

HATHAWAY BROWN SCHOOL

196000 N PARK BOULEVARD
SHAKER HEIGHTS,OH44122 		N/A PC EDUCATION - GENERAL OPERATING 20,000

HENRY L FERGUSON MUSEUM

PO BOX 554
FISHERS ISLAND,NY06390 		N/A PC COMMUNITY PROJECTS - GENERAL OPERATING 1,000

HIGH POINT ARTS COUNCIL

121 S CENTENNIAL STREET
HIGH POINT,NC27260 		N/A PC VISUAL ART - PROJECT/PROGRAM 15,000

HILLSIDE SCHOOL

404 ROBIN HILL ROAD
MARLBOROUGH,MA01752 		N/A PC EDUCATION - GENERAL OPERATING 9,550

HOUSTON ARTS ALLIANCE

5280 CAROLINE STREET SUITE 100
HOUSTON,TX77004 		N/A PC VISUAL ART - PROJECT/PROGRAM 25,000

HOUSTON FOOD BANK

535 PORTWALL STREET
HOUSTON,TX77029 		N/A PC COMMUNITY PROJECTS - GENERAL OPERATING 100

HOUSTON FOOD BANK

535 PORTWALL STREET
HOUSTON,TX77029 		N/A PC COMMUNITY PROJECTS - GENERAL OPERATING 1,000

INDEPENDENT CURATORS INTERNATIONAL

401 BROADWAY SUITE 1620
NEW YORK,NY10013 		N/A PC VISUAL ART - PROJECT/PROGRAM 10,000

INTERNATIONAL LANDSCAPE LIGHTING INSTITUTE INC

14352 KILLION STREET
SHERMAN OAKS,CA91401 		N/A PC COMMUNITY PROJECTS - GENERAL OPERATING 5,000

ISLAND HEALTH PROJECT

PO BOX 344
FISHERS ISLAND,NY06390 		N/A PC COMMUNITY PROJECTS - GENERAL OPERATING 500

ISLAND HEALTH PROJECT

PO BOX 344
FISHERS ISLAND,NY06390 		N/A PC COMMUNITY PROJECTS - GENERAL OPERATING 3,250

ISLAND HEALTH PROJECT

PO BOX 344
FISHERS ISLAND,NY06390 		N/A PC COMMUNITY PROJECTS - GENERAL OPERATING 3,500

JOAN

1206 MAPLE AVENUE SUITE 715
LOS ANGELES,CA90015 		N/A PC VISUAL ART - PROJECT/PROGRAM 6,000

KENT SCHOOL CORPORATION

PO BOX 2006
KENT,CT06757 		N/A PC EDUCATION - GENERAL OPERATING 2,000

KEY PENINSULA CIVIC CENTER

PO BOX 82
VAUGHN,WA98394 		N/A PC COMMUNITY PROJECTS - GENERAL OPERATING 2,000

KEY PENINSULA NEWS

PO BOX 3
VAUGHN,WA98394 		N/A PC COMMUNITY PROJECTS - GENERAL OPERATING 1,000

LITTLE SISTERS FUND

PO BOX 909
HAILEY,ID83333 		N/A PC COMMUNITY PROJECTS - GENERAL OPERATING 7,500

LITTLE SISTERS FUND

PO BOX 909
HAILEY,ID83333 		N/A PC EDUCATION - GENERAL OPERATING 100

LONGBRANCH FOUNDATION

PO BOX 111
LAKEBAY,WA98349 		N/A PC COMMUNITY PROJECTS - GENERAL OPERATING 1,000

LOOMIS INSTITUTE

4 BATCHELDER ROAD
WINDSOR,CT06095 		N/A PC EDUCATION - GENERAL OPERATING 5,000

METRO SQUASH NFP

6100 S COTTAGE GROVE AVENUE
CHICAGO,IL60637 		N/A PC COMMUNITY PROJECTS - GENERAL OPERATING 10,000

MID ATLANTIC ARTS

201 NORTH CHARLES STREET SUITE 401
BALTIMORE,MD21201 		N/A PC VISUAL ART - PROJECT/PROGRAM 10,000

MID-AMERICA ARTS ALLIANCE

2018 BALTIMORE AVENUE
KANSAS CITY,MO64108 		N/A PC VISUAL ART - PROJECT/PROGRAM 15,000

MIDDLEBURY COLLEGE

700 EXCHANGE STREET SUITE 214
MIDDLEBURY,VT05753 		N/A PC EDUCATION - GENERAL OPERATING 3,500

MOCA WESTPORT

19 NEWTOWN TURNPIKE
WESTPORT,CT06880 		N/A PC COMMUNITY PROJECTS - GENERAL OPERATING 1,500

MOONSHOT INITIATIVE INC

18 FIRST AVENUE
KINGSTON,NY12401 		N/A PC VISUAL ART - PROJECT/PROGRAM 10,000

NANTUCKET CONSERVATION FOUNDATION INC

PO BOX 13
NANTUCKET,MA02554 		N/A PC ENVIRONMENT - GENERAL OPERATING 1,000

NANTUCKET LAND COUNCIL INC

6 ASH LANE PO BOX 502
NANTUCKET,MA02551 		N/A PC ENVIRONMENT - GENERAL OPERATING 1,000

NANTUCKET MARIA MITCHELL ASSOCIATION

4 VESTAL STREET
NANTUCKET,MA02554 		N/A PC EDUCATION - GENERAL OPERATING 1,000

NATIONAL SAILING HALL OF FAME MUSEUM INC

365 THAMES STREET
NEWPORT,RI02840 		N/A PC COMMUNITY PROJECTS - GENERAL OPERATING 500

NEIGHBORHOOD STUDIOS OF FAIRFIELD COUNTY

150 ELM STREET
BRIDGEPORT,CT06604 		N/A PC COMMUNITY PROJECTS - GENERAL OPERATING 3,000

NEPP INC

63 SAINT JOHNS ROAD
WILTON,CT06897 		N/A PC ENVIRONMENT - GENERAL OPERATING 1,000

NEUHAUS EDUCATION CENTER

4433 BISSONET
BELLAIRE,TX77401 		N/A PC EDUCATION - PROJECT/PROGRAM 30,000

NEW ENGLAND EQUINE RESCUE-NORTH INC

52 ASH STREET
WEST NEWBURY,MA01985 		N/A PC COMMUNITY PROJECTS - GENERAL OPERATING 5,000

NEW YORK FOUNDATION FOR THE ARTS

29 W 38TH STREET 9TH FLOOR
NEW YORK,NY10018 		N/A PC VISUAL ART - PROJECT/PROGRAM 8,915

NO GREATER SACRIFICE FOUNDATION

1101 PENNSYLVANIA AVENUE NW SUITE
300
WASHINGTON,DC20004 		N/A PC COMMUNITY PROJECTS - GENERAL OPERATING 2,000

NORTH CAROLINA ARTS FOUNDATION

PO BOX 26263
RALEIGH,CT27611 		N/A PC COMMUNITY PROJECTS - GENERAL OPERATING 1,000

OHIO-WESLEYAN UNIVERSITY

61 S SANDUSKY STREET
DELAWARE,OH43015 		N/A PC EDUCATION - GENERAL OPERATING 1,000

OHIO-WESLEYAN UNIVERSITY

61 S SANDUSKY STREET
DELAWARE,OH43015 		N/A PC EDUCATION - GENERAL OPERATING 2,000

PA BRANCH INTERNATIONAL DYSLEXIA ASSOCIATION

PO BOX 562
PHOENIXVILLE,PA19460 		N/A PC EDUCATION - PROJECT/PROGRAM 90,000

PEQUOT LIBRARY ASSOCIATION

720 PEQUOT AVENUE
SOUTHPORT,CT06890 		N/A PC COMMUNITY PROJECTS - GENERAL OPERATING 4,000

PEQUOT LIBRARY ASSOCIATION

720 PEQUOT AVENUE
SOUTHPORT,CT06890 		N/A PC COMMUNITY PROJECTS - GENERAL OPERATING 5,000

PRATT INSTITUTE

200 WILLOUGHBY AVENUE
BROOKLYN,NY11205 		N/A PC VISUAL ART - PROJECT/PROGRAM 25,000

PRATT INSTITUTE

200 WILLOUGHBY AVENUE
BROOKLYN,NY11205 		N/A PC VISUAL ART - PROJECT/PROGRAM 50,000

PREBLE STREET

55 PORTLAND STREET
PORTLAND,ME04101 		N/A PC COMMUNITY PROJECTS - GENERAL OPERATING 17,750

PROVIDENCE PORTLAND MEDICAL FOUNDATION

4805 NE GLISAN STREET SUITE 1G14
PORTLAND,OR97213 		N/A PC COMMUNITY PROJECTS - GENERAL OPERATING 2,900

PROVIDENCE PORTLAND MEDICAL FOUNDATION

4805 NE GLISAN STREET SUITE 1G14
PORTLAND,OR97213 		N/A PC COMMUNITY PROJECTS - GENERAL OPERATING 3,000

RAISING A READER

3 SCHOOL STREET 3RD FLOOR
BOSTON,MA02108 		N/A PC EDUCATION - GENERAL OPERATING 5,550

RENBROOK SCHOOL

2865 ALBANY AVENUE
WEST HARFORD,CT06117 		N/A PC EDUCATION - GENERAL OPERATING 1,000

ROSIE'S PLACE INC

889 HARRISON AVENUE
BOSTON,MA02118 		N/A PC COMMUNITY PROJECTS - GENERAL OPERATING 2,500

ROW NEW YORK

110 W 40TH STREET SUITE 602
NEW YORK,NY10018 		N/A PC COMMUNITY PROJECTS - GENERAL OPERATING 2,000

SACRED HEART UNIVERSITY

5151 PARK AVENUE
FAIRFIELD,CT06825 		N/A PC EDUCATION - GENERAL OPERATING 5,000

SALISBURY SCHOOL

251 CANAAN ROAD
SALISBURY,CT06068 		N/A PC EDUCATION - GENERAL OPERATING 5,000

SAVE THE SOUND

900 CHAPEL STREET SUITE 2022
NEW HAVEN,CT06510 		N/A PC ENVIRONMENT - GENERAL OPERATING 2,500

SCHENCK SCHOOL INC

282 MOUNT PARAN ROAD NW
ATLANTA,GA30327 		N/A PC EDUCATION - GENERAL OPERATING 3,500

SEA TURTLE CONSERVANCY

4581 NW 6TH STREET SUITE A
GAINESVILLE,FL32609 		N/A PC ENVIRONMENT - GENERAL OPERATING 2,000

SECOND STREET GALLERY INC

115 SECOND STREET
CHARLOTTESVILLE,VA22904 		N/A PC VISUAL ARTS - GENERAL OPERATING 750

SHENANDOAH VALLEY ART CENTER INC

PO BOX 907
WAYNESBORO,VA22980 		N/A PC VISUAL ARTS - GENERAL OPERATING 750

SHEPHERD CENTER FOUNDATION INC

2020 PEACHTREE ROAD
ATLANTA,GA30309 		N/A PC COMMUNITY PROJECTS - GENERAL OPERATING 5,000

SHORELINE ARTS ALLIANCE

63 WALL STREET
MADISON,CT06443 		N/A PC VISUAL ART - PROJECT/PROGRAM 15,000

SOUTHPORT CONGREGATIONAL UNITED CHURCH

524 PEQUOT AVENUE
SOUTHPORT,CT06890 		N/A PC COMMUNITY PROJECTS - GENERAL OPERATING 5,000

ST JOHN'S SCHOOL

2401 CLAREMONT LANE
HOUSTON,TX77019 		N/A PC EDUCATION - GENERAL OPERATING 10,000

ST THOMAS MORE CATHOLIC CHURCH

374 MIDDLESEX ROAD
DARIEN,CT06820 		N/A PC COMMUNITY PROJECTS - GENERAL OPERATING 1,000

SUFFIELD ACADEMY

185 NORTH MAIN STREET
SUFFIELD,CT06078 		N/A PC EDUCATION - GENERAL OPERATING 1,500

SUFFIELD ACADEMY

185 NORTH MAIN STREET
SUFFIELD,CT06078 		N/A PC EDUCATION - GENERAL OPERATING 2,500

SUFFOLK UNIVERSITY

73 TREMONT STREET
BOSTON,MA02108 		N/A PC EDUCATION - GENERAL OPERATING 5,000

SUSTAINABLE CT INC

PO BOX 300
STORRS,CT06268 		N/A PC ENVIRONMENT - GENERAL OPERATING 58,446

SUSTAINABLE CT INC

PO BOX 300
STORRS,CT06268 		N/A PC ENVIRONMENT - GENERAL OPERATING 131,014

SUSTAINABLE CT INC

PO BOX 300
STORRS,CT06268 		N/A PC ENVIRONMENT - PROJECT/PROGRAM 30,000

SUSTAINABLE CT INC

PO BOX 300
STORRS,CT06268 		N/A PC ENVIRONMENT - PROJECT/PROGRAM 100,000

SUSTAINABLE CT INC

PO BOX 300
STORRS,CT06268 		N/A PC ENVIRONMENT - PROJECT/PROGRAM 100,000

TAFT SCHOOL CORPORATION

110 WOODBURY ROAD
WATERTOWN,CT06795 		N/A PC EDUCATION - GENERAL OPERATING 3,500

TARA FARM RESCUE

670 BABCOCK HILL ROAD
COVENTRY,CT06238 		N/A PC COMMUNITY PROJECTS - GENERAL OPERATING 500

TEACH FOR AMERICA - GREATER PHILADELPHIA

100 W OXFORD STREET SUITE E-3000
PHILADELPHIA,PA19122 		N/A PC EDUCATION - PROJECT/PROGRAM 50,000

TEN DIRECTIONS INC

318 W MAIN STREET
CHESTER,CT06412 		N/A PC COMMUNITY PROJECTS - GENERAL OPERATING 10,000

THE ANDREW K DWYER FOUNDATION

756 GUARD HILL ROAD
BEDFORD,MA10506 		N/A PC COMMUNITY PROJECTS - GENERAL OPERATING 1,500

THE ANDREW K DWYER FOUNDATION

756 GUARD HILL ROAD
BEDFORD,MA10506 		N/A PC COMMUNITY PROJECTS - GENERAL OPERATING 2,000

THE ART INSTITUTE OF CHICAGO

111 S MICHIGAN AVENUE
CHICAGO,IL60603 		N/A PC VISUAL ART - PROJECT/PROGRAM 150,000

THE BOSTON HOUSE HOPE AND HEALING FOR CHILDREN WITH CANCER

229 KENT STREET
BROOKLINE,MA02446 		N/A PC COMMUNITY PROJECTS - GENERAL OPERATING 5,000

THE ELLA PROJECT

400 ESPLANADE AVENUE
NEW ORLEANS,LA70116 		N/A PC VISUAL ART - PROJECT/PROGRAM 25,000

THE LEARNING ALLIANCE

PO BOX 2647
VERO BEACH,FL32961 		N/A PC EDUCATION - GENERAL OPERATING 40,000

THE LEARNING ALLIANCE

PO BOX 2647
VERO BEACH,FL32961 		N/A PC EDUCATION - PROJECT/PROGRAM 155,000

THE LIGHTHOUSE WORKS INC

PO BOX 385
FISHERS ISLAND,NY06390 		N/A PC VISUAL ARTS - GENERAL OPERATING 2,000

THE LIGHTHOUSE WORKS INC

PO BOX 385
FISHERS ISLAND,NY06390 		N/A PC VISUAL ARTS - GENERAL OPERATING 7,500

THE MUSTARD SEED PROJECT OF KEY PENINSULA

PO BOX 182
VAUGHN,WA98394 		N/A PC COMMUNITY PROJECTS - GENERAL OPERATING 2,000

THE WAYSIDE INN

72 WAYSIDE INN ROAD
SUDBURY,MA01776 		N/A PC COMMUNITY PROJECTS - GENERAL OPERATING 5,000

TRIANGLE ARTWORKS

3119 BIRNAMWOOD ROAD
RALEIGH,NC27607 		N/A PC VISUAL ART - PROJECT/PROGRAM 47,000

TSM 14 ENTERPRISE CORP

2046 CROGHAN DRIVE
CARNEGIE,PA15106 		N/A PC COMMUNITY PROJECTS - GENERAL OPERATING 10,000

TWO WATERS ARTS ALLIANCE

PO BOX 868
VAUGHN,WA98394 		N/A PC VISUAL ARTS - GENERAL OPERATING 2,000

UNITED WAY-THOMAS JEFFERSON AREA

200 GARRETT STREET SUITE 1
CHARLOTTESVILLE,VA22902 		N/A PC COMMUNITY PROJECTS - GENERAL OPERATING 10,000

UNIVERSITY HOSPITALS HEALTH SYSTEMS INC

11100 EUCLID AVENUE
CLEVELAND,OH44106 		N/A PC COMMUNITY PROJECTS - GENERAL OPERATING 3,550

UNIVERSITY HOSPITALS HEALTH SYSTEMS INC

11100 EUCLID AVENUE
CLEVELAND,OH44106 		N/A PC COMMUNITY PROJECTS - GENERAL OPERATING 5,550

UNIVERSITY OF TEXAS AT AUSTIN

305 E 23RD STREET
AUSTIN,TX78712 		N/A PC EDUCATION - GENERAL OPERATING 10,000

USA SWIMMING FOUNDATION INC

1 OLYMPIC PLAZA
COLORADO SPRINGS,CO80909 		N/A PC COMMUNITY PROJECTS - GENERAL OPERATING 3,000

VANDERBILT UNIVERSITY MUSEUM OF ART

COHEN MEMORIAL HALL 1220 21ST
AVENUE SOUTH
NASHVILLE,TN37203 		N/A PC VISUAL ART - PROJECT/PROGRAM 5,000

VIA COLLABORATIVE ARTS CORPORATION

3109 BEVERLEY ROAD
BROOKLYN,NY11226 		N/A PC VISUAL ARTS - GENERAL OPERATING 1,000

VIRGINIA MUSEUM OF FINE ARTS FOUNDATION

200 N BOULEVARD
RICHMOND,VA23220 		N/A PC VISUAL ARTS - GENERAL OPERATING 1,000

VIRGINIA TECH FOUNDATIONWVTF PUBLIC RADIO

3520 KINGSBURY ROAD
ROANOKE,VA24014 		N/A PC COMMUNITY PROJECTS - GENERAL OPERATING 1,000

WALSH PARK BENEVOLENT CORP

PO BOX 684
FISHERS ISLAND,NY06390 		N/A PC COMMUNITY PROJECTS - GENERAL OPERATING 5,000

WE CAN CORPORATION

783 ROUTE 28
HARWICH PORT,MA02646 		N/A PC COMMUNITY PROJECTS - GENERAL OPERATING 5,000

WELLESLEY COLLEGE

106 CENTRAL STREET
WELLESLEY,MA02481 		N/A PC EDUCATION - GENERAL OPERATING 10,000

WESTERN RESERVE LAND CONSERVANCY

3850 CHAGRIN RIVER ROAD
MORELAND HILLS,OH44022 		N/A PC ENVIRONMENT - GENERAL OPERATING 1,500

WESTMINSTER SCHOOLS INC

1424 W PACES FERRY ROAD NW
ATLANTA,GA30327 		N/A PC EDUCATION - GENERAL OPERATING 50,000

WESTPORT WRITERS WORKSHOP I INC

25 SYLVAN ROAD S SUITE J
WESTPORT,CT06881 		N/A PC COMMUNITY PROJECTS - GENERAL OPERATING 3,000

WETA-TV-FM

2775 SOUTH QUINCY STREET
ARLINGTON,VA22206 		N/A PC EDUCATION - PROJECT/PROGRAM 75,000

WILLIAM RAVEIS CHARITABLE FUND INC

7 TRAP FALLS ROAD
SHELTON,CT06484 		N/A PC COMMUNITY PROJECTS - GENERAL OPERATING 3,500

WILLIAMS COLLEGE

75 PARK STREET
WILLIAMSTOWN,MA01267 		N/A PC EDUCATION - GENERAL OPERATING 3,500

WORTHY JOHNSON SCHOLARSHIP TRUST INC

PO BOX 75
SOUTHPORT,CT06880 		N/A PC COMMUNITY PROJECTS - GENERAL OPERATING 2,750

WORTHY JOHNSON SCHOLARSHIP TRUST INC

PO BOX 75
SOUTHPORT,CT06880 		N/A PC EDUCATION - GENERAL OPERATING 5,000

YELLOW TULIP PROJECT

63 FEDERAL STREET
PORTLAND,ME04101 		N/A PC COMMUNITY PROJECTS - GENERAL OPERATING 3,000
Total .................................right arrow 3a 2,870,727
bApproved for future payment

AAMC FOUNDATION
205 LEXINGTON AVENUE SUITE 901
NEW YORK,NY10016 		N/A PC VISUAL ART - PROJECT/PROGRAM 140,000

AIM ACADEMY
1200 RIVER ROAD
CONSHOHOCKEN,PA19428 		N/A PC EDUCATION - PROJECT/PROGRAM 123,600

ARTS DESIGN ALUMNI RESEARCH
PO BOX 25682
PROVIDENCE,RI02905 		N/A PC VISUAL ART - PROJECT/PROGRAM 39,500

GREENWAVE ORGANIZATION CORP
315 FRONT STREET
NEW HAVEN,CT06513 		N/A PC ENVIRONMENT - PROJECT/PROGRAM 150,000

HOUSTON ARTS ALLIANCE
5280 CAROLINE STREET SUITE 100
HOUSTON,TX77004 		N/A PC VISUAL ART - PROJECT/PROGRAM 25,000

MID ATLANTIC ARTS
201 NORTH CHARLES STREET SUITE 401
BALTIMORE,MD21201 		N/A PC VISUAL ART - PROJECT/PROGRAM 10,000

MID-AMERICA ARTS ALLIANCE
2018 BALTIMORE AVE
KANSAS CITY,MO64108 		N/A PC VISUAL ART - PROJECT/PROGRAM 15,000

PRATT INSTITUTE
200 WILLOUGHBY AVENUE
BROOKLYN,NY11205 		N/A PC VISUAL ART - PROJECT/PROGRAM 140,000

SUSTAINABLE CT INC
PO BOX 300
STORRS,CT06268 		N/A PC ENVIRONMENT - GENERAL OPERATING 271,554

SUSTAINABLE CT INC
PO BOX 300
STORRS,CT06268 		N/A PC ENVIRONMENT - PROJECT/PROGRAM 200,000

THE ELLA PROJECT
400 ESPLANADE AVENUE
NEW ORLEANS,LA70116 		N/A PC VISUAL ART - PROJECT/PROGRAM 25,000
Total ................................. right arrow 3b 1,139,654
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
aCONFERENCE REGISTRATION INCOME         14,232
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 5,163  
4 Dividends and interest from securities ....     14 455,577  
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 .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 13,936,843  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aOTHER INCOME THRU EHTF, LP 		    14 75,805  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 14,473,388 14,232
13Total. Add line 12, columns (b), (d), and (e)..................
13
14,487,620
(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.)
1A REGISTRATION FEES FOR CONFERENCE TO PROMOTE "ARTIST'S THRIVE" INITITATIVE.
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:
THE EMILY HALL TREMAINE FOUNDATION INC
EIN:
22-2533743
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FINANCIAL STATEMENT AUDIT AND TAX RETURN PREPARATION 50,037 0   50,037

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

TY 2024 ExpenditureResponsibilityStmt
Name:
THE EMILY HALL TREMAINE FOUNDATION INC
EIN:
22-2533743
Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
EARLYBIRD EDUCATION
  		163 HIGHLAND AVENUE SUITE 1067
NEEDHAM,MA02494 		2024-07-12 150,000 EDUCATION - PROJECT/PROGRAM   TO THE GRANTOR'S KNOWLEDGE, NO FUNDS HAVE BEEN DIVERTED.     THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT(S) FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT(S) WAS MADE.

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

TY 2024 GainLossSaleOtherAssetsSch
Name:
THE EMILY HALL TREMAINE FOUNDATION INC
EIN:
22-2533743
Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
EHTF, LP   PURCHASED         COST 0 13,936,843  

TY 2024 InvestmentsOtherSchedule2
Name:
THE EMILY HALL TREMAINE FOUNDATION INC
EIN:
22-2533743
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
EHTF, LP (99.998% INTEREST) AT COST 76,393,763 95,220,066

TY 2024 LandEtcSchedule2
Name:
THE EMILY HALL TREMAINE FOUNDATION INC
EIN:
22-2533743
Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
LAND 120,000 0 120,000 120,000
BUILDINGS AND BUILDING IMPROVEMENTS 1,171,493 0 1,171,493 1,171,493
OFFICE EQUIPMENT 78,866 78,866 0  
LEASEHOLD IMPROVEMENTS 231,019 231,019 0  


TY 2024 LegalFeesSchedule
Name:
THE EMILY HALL TREMAINE FOUNDATION INC
EIN:
22-2533743
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
GENERAL AND ADMINISTRATIVE LEGAL COUNSEL 8,297 0   8,297


TY 2024 OtherAssetsSchedule
Name:
THE EMILY HALL TREMAINE FOUNDATION INC
EIN:
22-2533743
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
ARTWORKS 27,467 27,467 27,467
DEPOSITS 19,150 15,102 15,102
INVESTMENT REDEMPTION IN TRANSIT 275,000 550,000 550,000


TY 2024 OtherExpensesSchedule
Name:
THE EMILY HALL TREMAINE FOUNDATION INC
EIN:
22-2533743
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OFFICE AND OTHER EXPENSES 52,718 0   52,718
INSURANCE 19,868 0   19,868
PROGRAM RELATED EXPENSES 355,510 0   355,510
OTHER DEDUCTIONS THRU EHTF, LP 530,102 906,334   0


TY 2024 OtherIncomeSchedule2
Name:
THE EMILY HALL TREMAINE FOUNDATION INC
EIN:
22-2533743
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
THRU SCHEDULE K-1 - ORDINARY BUSINESS INCOME (LOSS) 0 53,524 0
THRU SCHEDULE K-1 - NET RENTAL REAL ESTATE INCOME 0 -7,156 0
THRU SCHEDULE K-1 - ROYALTIES 0 1,180 0
THRU SCHEDULE K-1 - OTHER PORTFOLIO INCOME (LOSS) 0 492,179 0
THRU SCHEDULE K-1 - OTHER INCOME (LOSS) 0 3,051,399 0
CONFERENCE REGISTRATION INCOME 14,232   14,232
OTHER INCOME THRU EHTF, LP 75,805   75,805


TY 2024 OtherProfessionalFeesSchedule
Name:
THE EMILY HALL TREMAINE FOUNDATION INC
EIN:
22-2533743
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PROPERTY HISTORICAL DESIGNATION CONSULTANTS 5,000 0   5,000
PROPERTY DESIGN AND PUBLIC RELATIONS CONSULTANTS 43,497 0   43,497


TY 2024 TaxesSchedule
Name:
THE EMILY HALL TREMAINE FOUNDATION INC
EIN:
22-2533743
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL EXCISE TAX 135,546 0   0
FEDERAL AND STATE UNRELATED BUSINESS INCOME TAX 541 0   0
FOREIGN TAXES WITHHELD THRU SCHEDULE K-1 0 55,533   0