2024-10-17T22:07:03-05:00 2023-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2023-01-01 270284495 BESS Family Foundation % Foundation Source BESS 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 shelly dews chigier trustee 8008391754 2024-10-09 true true Jeffrey D Haskell P01345770 8008391754 2023 2024-10-15 13:58:12Z X X 1409124 X 474350 2415 2415 43142 43142 -87356 1115703 0 529 529 433080 46086 0 63586 63586 5449 5449 1400 0 0 1400 4150 0 0 4150 6416 6416 1305 1305 1071 1071 11659 631 11028 95036 1936 0 93100 1348749 1348749 1443785 1936 0 1441849 -1010705 44150 777539 695343 695343 1676566 644968 642746 103089 71035 2454105 1443400 1409124 0 0 X 2454105 1443400 2454105 1443400 2454105 1443400 2454105 -1010705 1443400 1443400 Publicly-traded Securities 1115703 1207715 -92012 -92012 Passthrough K1 Capital Gain/(Loss) 4656 -87356 614 614 614 3112 0 3112 X 0 2498 700 1798 false false false false false false true true true MA true false true false false true Foundation Source 8008391754 55 WALLS DRIVE FL 3 Fairfield CT 06824 false false false false false false false false false false false false false false false false false false false false false Benjamin Chigier Foundation Source 501 Silverside Rd Wilmington DE 198091377 Trustee 1.0 0 0 0 Shelly D Chigier Foundation Source 501 Silverside Rd Wilmington DE 198091377 Trustee 16.0 0 0 0 Jodi Castallo 255 LOG CABIN RD ARUNDEL ME 04046 PROGRAM COORDINATOR 40.0 63586 0 0 1221815 665329 0 1887144 0 1887144 28307 1858837 92942 92942 614 614 92328 92328 92328 1441849 0 0 0 0 1441849 92328 2021 2020 2019 728364 1091165 1819529 1441849 92328 1349521 3169050 0 3169050 728364 1091165 1349521 BENJAMIN CHIGIER SHELLY D CHIGIER X BARRE CENTER FOR BUDDHIST STUDIES INC 149 LOCKWOOD RD BARRE MA 01005 N/A PC General & Unrestricted 40000 BOUNDLESS IN MOTION 3655 SMUGGLER PL BOULDER CO 80305 N/A PC General & Unrestricted 10000 BROWN UNIVERSITY GIFT CASHIER BOX 1877 PROVIDENCE RI 02912 N/A PC General & Unrestricted 93000 BUDDHIST PEACE FELLOWSHIP 2930 DOMINGO AVE 1324 BERKELEY CA 94705 N/A PC General & Unrestricted 10000 CAMBRIDGE HEALTH ALLIANCE FOUNDATION INC 350 MAIN ST 5TH FL MALDEN MA 02148 N/A SO I General & Unrestricted 10000 CAMBRIDGE INSIGHT MEDITATION CENTER INC 331 BROADWAY CAMBRIDGE MA 02139 N/A PC General & Unrestricted 25000 DURANGO SANGHA PO BOX 1631 DURANGO CO 81302 N/A PC General & Unrestricted 10000 ESSEX COUNTY COMMUNITY FDN INC 500 CUMMINGS CTR STE 5450 BEVERLY MA 01915 N/A PC General & Unrestricted 10000 INQUIRING SYSTEMS INC 887 SONOMA AVE APT 23 SANTA ROSA CA 95404 N/A PC General & Unrestricted 125000 INSIGHT MEDITATION COMMUNITY OF WASHINGTON 19513 TIBER CT MONTGOMRY VLG MD 20886 N/A PC General & Unrestricted 69900 INSIGHT MEDITATION SOCIETY INC 1230 PLEASANT ST BARRE MA 01005 N/A PC General & Unrestricted 320 INTERDEPENDENCE PROJECT C/O N NAIK 196 SOUTH 1ST ST 11B BROOKLYN NY 11211 N/A PC General & Unrestricted 10000 INWARD BOUND MINDFULNESS EDUCATION INC 878 WASHINGTON ST 1119 ATTLEBORO MA 02703 N/A PC General & Unrestricted 50000 JUBILEE JUSTICE INC 490 LAKE PARK AVE 10481 OAKLAND CA 94610 N/A PC General & Unrestricted 10000 LINEAGE PROJECT INC 228 PARK AVE S PMB 98592 NEW YORK NY 10003 N/A PC General & Unrestricted 10000 LOTUS INSTITUTE INC PO BOX 1428 PATASKALA OH 43062 N/A PC General & Unrestricted 25000 MIND & LIFE INSTITUTE 977 SEMINOLE TRAIL PMB 363 CHARLOTTESVILLE VA 22901 N/A PC General & Unrestricted 100000 MINDFUL LIVING REVOLUTION PO BOX 1132 BLACK MTN NC 28711 N/A PC General & Unrestricted 25000 MINNESOTA COUNCIL OF NONPROFITS INC 2314 UNIVERSITY AVE W STE 20 SAINT PAUL MN 55114 N/A PC General & Unrestricted 129 MOUNTAIN CLOUD ZEN CENTER INC 7241 OLD SANTA FE TRL SANTA FE NM 87505 N/A PC General & Unrestricted 25000 NATURAL DHARMA FELLOWSHIP 253 PHILBRICK HILL RD SPRINGFIELD NH 03284 N/A PC General & Unrestricted 125000 OPEN LEARNING EXCHANGE INC ONE BROADWAY CAMBRIDGE MA 02142 N/A PC General & Unrestricted 25000 OPENCOLLECTIVE FOUNDATION 440 N BARRANCA AVE 3717 COVINA CA 91723 N/A PC General & Unrestricted 10000 PLUM VILLAGE COMMUNITY OF ENGAGED BUDDHISM INC 2499 MELRU LN ESCONDIDO CA 92026 N/A PC General & Unrestricted 50000 PRISON DHARMA NETWORK INC 595 B RIVER RD DEERFIELD MA 01342 N/A PC General & Unrestricted 25000 REGENTS OF THE UNIVERSITY OF CALIFORNIA 1 SHIELDS AVE DAVIS CA 95616 N/A PC General & Unrestricted 25000 ROCKY MOUNTAIN ECODHARMA RETREAT CENTER 1466 MEADOW LARK DR BOULDER CO 80303 N/A PC General & Unrestricted 25000 SACRED MOUNTAIN SANGHA PO BOX 2039 SEBASTOPOL CA 95473 N/A PC General & Unrestricted 25400 SARANALOKA FOUNDATION 3 JONES PL SAN RAFAEL CA 94901 N/A PC General & Unrestricted 25000 SEARCH INSIDE YOURSELF LEADERSHIP INSTITUTE 1003 OREILLY AVE SUITE A SAN FRANCISCO CA 94129 N/A PC General & Unrestricted 40000 SHAMBHALA USA 40 PUTNAM AVE BOX 6156 CAMDEN CT 06517 N/A PC General & Unrestricted 75000 SOUNDS TRUE FOUNDATION 300 S PUBLIC RD LAFAYETTE CO 80026 N/A PC General & Unrestricted 25000 TRICYCLE FOUNDATION INC 89 5TH AVE STE 301 NEW YORK NY 10003 N/A PC General & Unrestricted 15000 UNIVERSITY OF WISCONSIN FOUNDATION US BANK LOCKBOX 78807 MILWAUKEE WI 53278 N/A PC General & Unrestricted 150000 UPAYA ZEN CENTER INC 1404 CERRO GORDO RD SANTA FE NM 87501 N/A PC General & Unrestricted 25000 ZEN PEACEMAKERS INC PO BOX 460 SUNDERLAND MA 01375 N/A PC General & Unrestricted 25000 1348749 14 2415 14 43142 18 -87356 K-1 Inc/Loss 14 529 -41270 -41270 false false false false false false false false false false X X 1 Chigier Family Grantor CLAT 237 Summer Street Manchester MA 01944 215799 X 2 Chigier Shelly Dews 237 Summer Street Manchester MA 01944 258551 X 2 AMAZON COM AMZN, 150 sh. 20139 2023-07-19 2 APPLE INC AAPL, 962 sh. 188013 2023-07-19 2 LAM RESEARCH CORP LRCX, 36 sh. 23264 2023-07-19 2 O'REILLY AUTOMOTIVE INC ORLY, 26 sh. 25089 2023-07-19 2 SITE CENTERS CORP SITC, 8 sh. 115 2023-07-19 2 TOPBUILD CORP BLD, 7 sh. 1931 2023-07-19 Tax Return Preparation/Review 4150 4150 BROOKFIELD RENEWABLE CORP CL A 20101 16439 ISHARES INC ISHARES MSCI EM ES 234 231 VANGUARD ESG INTERNATIONAL STO 242194 216353 VANGUARD ESG US STOCK ETF 334733 347549 VANGUARD SF REIT ETF 47706 62174 BROOKFIELD RENEWABLE PARTNERS, 103089 71035 As explained below, the Foundation has no plans for dissolution. This statement is submitted to report the distribution of certain assets during the year. The distributions resulted in a substantial contraction of assets. The following information is submitted in accordance with Treasury Regulation Section 1.6043-3(a)(1) and the Form 990-PF instructions: During the taxable year ending December 31, 2023, the Foundation made distributions from assets from sources other than current income. Collectively, the distributions in excess of current income totaled $1,348,749. This amount represents 25% or more of the Foundation's net assets of $2,144,983 (as measured by fair market value) at the beginning of the Foundation's taxable year ending December 31, 2023. Although the Foundation technically experienced a substantial contraction, it will continue in existence and has no plans for dissolution. The Foundation made distributions of cash to the grantees listed in the attachment to Part XIV, Line 3a; each such grant was made solely for the charitable purpose specified therein. General Consultations 1400 1400 Administrative Set-Up Fee 6500 6500 Digital Subscriptions 435 435 Foundation Dues & Memberships 2780 2780 Indemnification Insurance 423 423 K-1 Exp BROOKFIELD RENEWABLE P 631 631 Payroll Processing Fees 577 577 Website Hosting/Support 313 313 K-1 Inc/Loss BROOKFIELD RENEWABLE PARTNERS, L.P 529 529 Philanthropic Consulting Srvcs 5666 5666 Website Development 750 750 Chigier Family Grantor CLAT 237 Summer Street Manchester MA 01944 Chigier Shelly Dews 237 Summer Street Manchester MA 01944 Chigier Benjamin 237 Summer Street Manchester MA 01944 Foreign Tax Paid 1305 1305