DOROT FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- DOROT FOUNDATION (EIN 13-6116927)
- Tax period
- 2022-04-01 to 2023-03-31
- Filed
- 2024-02-12
- IRS object ID
- 202420439349100912
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Expenditure Responsibility Stmt
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-02-12T13:30:15-06:00 | ReturnTs |
| Tax Period End | 2023-03-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 873231666 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PKF O'CONNOR DAVIES ADVISORY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 245 PARK AVENUE 12TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 101670008 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136116927 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DOROT FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DORO | BusinessNameControlTxt |
| Phone | 4013518866 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 DAVOL SQUARE SUITE 100 | AddressLine1Txt |
| City | PROVIDENCE | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 029034752 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEVEN JACOBSON | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 4013518866 | PhoneNum |
| Signature | 2024-02-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | STEVEN | PersonFirstNm |
| Person Last | JACOBSON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSEPH L ALI CPA | PreparerPersonNm |
| PTIN | P02093808 | PTIN |
| Phone | 2122862600 | PhoneNum |
| Preparation | 2024-02-12 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $136,345,978 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $289,847 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $289,847 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,660,050 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,660,050 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,119,962 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $18,529,445 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,119,962 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $16,088 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $3,221 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $4,085,947 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,073,080 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $396,889 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $396,889 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $572,927 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $572,927 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $373,015 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $373,015 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $74,445 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $74,445 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $51,329 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $51,329 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,134,006 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,249,648 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $884,358 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $22,464 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $19,964 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $11,550 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $11,550 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $63,981 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $63,981 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $697 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $697 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $481,656 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,976 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $478,680 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,182,959 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,272,588 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,907,871 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,809,866 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,809,866 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $8,992,825 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,272,588 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $7,717,737 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$4,906,878 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,800,492 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $664,801 | CashBOYAmt |
| Cash EOY | $205,962 | CashEOYAmt |
| Cash EOYFMV | $205,962 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $30,208,845 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $9,832,158 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $9,832,158 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $121,804,062 | CorporateStockBOYAmt |
| Corporate Stock EOY | $126,306,808 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $126,306,808 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $1,050 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,050 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,050 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $152,678,758 | TotalAssetsBOYAmt |
| Total Assets EOY | $136,345,978 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $136,345,978 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $6,524 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $22,183 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $6,524 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $22,183 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $152,672,234 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $136,323,795 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $152,672,234 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $136,323,795 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $152,678,758 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $136,345,978 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $152,672,234 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$4,906,878 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $147,765,356 | SubtotalAmt |
| Other Decreases | $11,441,561 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $136,323,795 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $18,529,445 | GrossSalesPriceAmt |
| Cost Or Other Basis | $16,409,483 | CostOrOtherBasisAmt |
| Gain Or Loss | $2,119,962 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $2,119,962 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,119,962 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $38,927 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $38,927 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $38,927 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $51,188 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $51,188 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $12,261 | OverpaymentAmt |
| Applied To ES Tax | $12,261 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Org Report Or Register State | RI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRAUNA DOIDGE COO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4013518866 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 DAVOL SQUARE SUITE 100 | AddressLine1Txt |
| City | PROVIDENCE | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 029034752 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JEANE UNGERLEIDER | ||||||||
| 10 DAVOL SQUARE SUITE 100 | PROVIDENCE | RI | 029034752 | DIRECTOR, PRESIDENT | 8.00 | $0 | $0 | $0 |
| SIMEON SPRINGER | ||||||||
| 10 DAVOL SQUARE SUITE 100 | PROVIDENCE | RI | 029034752 | DIRECTOR, TREASURER | 8.00 | $0 | $0 | $0 |
| SARA NATHAN | ||||||||
| 10 DAVOL SQUARE SUITE 100 | PROVIDENCE | RI | 029034752 | DIRECTOR, SECRETARY | 8.00 | $0 | $0 | $0 |
| STEVEN JACOBSON | ||||||||
| 10 DAVOL SQUARE SUITE 100 | PROVIDENCE | RI | 029034752 | EXECUTIVE DIRECTOR | 40.00 | $227,819 | $74,936 | $623 |
| BRAUNA DOIDGE | ||||||||
| 10 DAVOL SQUARE SUITE 100 | PROVIDENCE | RI | 029034752 | CHIEF OPERATING OFFICER | 40.00 | $169,070 | $51,228 | $885 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| NAOMI ORENSTEIN | ||||||||
| 10 DAVOL SQUARE SUITE 100 | PROVIDENCE | RI | 029034752 | SENIOR DIR OF PROGRA | 40.00 | $170,948 | $40,466 | $891 |
| AAREN ALPERT | ||||||||
| 10 DAVOL SQUARE SUITE 100 | PROVIDENCE | RI | 029034752 | DIRECTOR DFI PROGRAM | 40.00 | $136,731 | $45,543 | $844 |
| ROSEMARY ADDISON | ||||||||
| 10 DAVOL SQUARE SUITE 100 | PROVIDENCE | RI | 029034752 | GRANTS MANAGER | 40.00 | $108,490 | $35,118 | $1,629 |
| JACOB LEVKOWICZ | ||||||||
| 10 DAVOL SQUARE SUITE 100 | PROVIDENCE | RI | 029034752 | ASSOCIATE DFI DIRECT | 40.00 | $89,530 | $22,712 | $789 |
| JESSICA BERNDT | ||||||||
| 10 DAVOL SQUARE SUITE 100 | PROVIDENCE | RI | 029034752 | OPERATIONS MANAGER | 40.00 | $67,228 | $24,846 | $498 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt | Address Line1ForeignAddress/AddressLine1Txt | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|
| GREENHAVEN ASSOCIATES INC | |||||||||
| 3 MANHATTANVILLE ROAD | PURCHASE | NY | 10577 | INVESTMENT MANAGEMENT AND ADVISORY | $461,978 | ||||
| DOROT FELLOWS LTD | |||||||||
| PHILANTHROPIC CONSULTANTS | $455,000 | 6/35 ISRAEL ELDAD STREET | JERUSALEM | IS | 9339910 | ||||
| NEUBERGER BERMAN INVESTMENT ADVISERS LLC | |||||||||
| 1290 AVE OF THE AMERICAS | NEW YORK | NY | 10104 | INVESTMENT MANAGEMENT AND ADVISORY | $379,286 | ||||
| FIRST MANHATTAN CO | |||||||||
| 399 PARK AVENUE | NEW YORK | NY | 10022 | INVESTMENT MANAGEMENT AND ADVISORY | $288,384 | ||||
| THE CONSCIOUS BUILDERS INC | |||||||||
| 2746 S COCHRAN AVENUE | LOS ANGELES | CA | 10017 | STRATEGIC AND ORGANIZATIONAL PLANNING | $139,832 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 5 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE DOROT FELLOWSHIP IN ISRAEL ("DFI") PROGRAM IS DESIGNED TO ASSEMBLE AND EMPOWER A NETWORK OF YOUNG JEWISH LAY LEADERS TO ENLIVEN THE NORTH AMERICAN JEWISH LANDSCAPE. EVERY YEAR, DOROT FELLOWS FROM THE UNITED STATES AND CANADA ARE CHOSEN TO LIVE IN ISRAEL FOR 10 MONTHS, WHERE THEY DEVELOP SKILLS, ACQUIRE EXPERIENCE, AND BROADEN THE NETWORKS REQUIRED FOR COLLABORATIVE JEWISH LEADERSHIP. EACH FELLOW DEVISES A PERSONAL LEARNING PROGRAM, COMPRISED OF FORMAL AND EXPERIENTIAL LEARNING. DOROT FELLOWS SHARE IN A COLLABORATIVE LEARNING COMMUNITY IN WHICH ALL MEMBERS TAKE RESPONSIBILITY FOR DEVELOPING AND EXECUTING A COMMUNAL LEARNING AGENDA THROUGHOUT THE YEAR. UPON THEIR RETURN FROM ISRAEL, FELLOWS PARTICIPATE IN THE DOROT ALUMNI NETWORK, A CADRE OF THOUGHT LEADERS, INNOVATORS, REFORMERS, ORGANIZERS AND ACTIVISTS WHO ARE WORKING TOGETHER TO ENLIVEN THE NORTH AMERICAN JEWISH LANDSCAPE. | Description1Txt |
| Expenses1 | $2,013,029 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $117,202,025 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $17,567,872 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $134,769,897 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $134,769,897 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,021,548 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $132,748,349 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $6,637,417 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $6,637,417 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $38,927 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $38,927 | TotalTaxAmt |
| Distributable Before Adj | $6,598,490 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $6,598,490 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $6,598,490 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $7,717,737 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $7,717,737 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $6,598,490 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $356,518 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $1,074,049 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $1,430,567 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $7,717,737 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $6,598,490 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,119,247 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,549,814 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,549,814 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $356,518 | ExcessFromYear4Amt |
| Excess From Year2 | $1,074,049 | ExcessFromYear2Amt |
| Excess From Current Year | $1,119,247 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (90 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd | Address Line2RecipientForeignAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ALEPH ALLIANCE FOR JEWISH RENEWAL | ||||||||||||||
| PO BOX 35118 | PHILADELPHIA | PA | 19128 | N/A | PC | MITSUI COLLECTIVE | $5,000 | |||||||
| ALLIANCE FOR JUSTICE | ||||||||||||||
| 11 DUPONT CIRCLE NW SUITE 500 | WASHINGTON | DC | 20036 | N/A | PC | DOROT FELLOWS PROGRAM | $215,000 | |||||||
| ALLIANCE FOR YOUTH ORGANIZING | ||||||||||||||
| 915 5TH STREET NW | WASHINGTON | DC | 20001 | N/A | PC | GENERAL OPERATING | $50,000 | |||||||
| AMERICAN JEWISH WORLD SERVICES INC | ||||||||||||||
| 45 W 36TH STREET | NEW YORK | NY | 10018 | N/A | PC | GENERAL OPERATING | $50,000 | |||||||
| AMERICAN-ISRAEL CULTURAL FOUNDATION INC | ||||||||||||||
| PO BOX 237133 | NEW YORK | NY | 10023 | N/A | PC | JERUSALEM CULTURE UNLIMITED-GENERAL OPERATING | $30,000 | |||||||
| AVODAH THE JEWISH SERVICES CORPS INC | ||||||||||||||
| 125 MAIDEN LANE ROOM 8B | NEW YORK | NY | 10038 | N/A | PC | INSTITUTE FOR SOCIAL CHANGE | $185,000 | |||||||
| BELOVED BUILDERS INC | ||||||||||||||
| 35 PARK STREET | FLORENCE | MA | 01062 | N/A | PC | GENERAL OPERATING | $15,000 | |||||||
| BEND THE ARC-A JEWISH PARTNERSHIP FOR JUSTICE | ||||||||||||||
| 330 SEVENTH AVENUE 19TH FLOOR | NEW YORK | NY | 10001 | N/A | PC | JEWISH SOCIAL JUSTICE ROUNDTABLE-GENERAL OPERATING | $160,000 | |||||||
| CAMBRIDGE COLLEGE INC | ||||||||||||||
| OFFICE OF INSTITUTIONAL ADVANCEMENT | BOSTON | MA | 02129 | N/A | PC | FINISH LINE FUND | $50,000 | 500 RUTHERFORD AVENUE | ||||||
| CITIZEN SCHOOLS INC | ||||||||||||||
| 1 BEACON STREET 5TH FLOOR | BOSTON | MA | 02108 | N/A | PC | EMILY MCCANN TRIBUTE FUND | $110,000 | |||||||
| COLLEGE OF SOCIAL INNOVATION INC | ||||||||||||||
| 89 SOUTH STREET | BOSTON | MA | 02111 | N/A | PC | GENERAL OPERATING | $350,000 | |||||||
| DANA-FARBER CANCER INSTITUTE | ||||||||||||||
| 450 BROOKLINE AVENUE BP418 | BOSTON | MA | 02215 | N/A | PC | ZAKIM CENTER-GENERAL OPERATING | $40,000 | |||||||
| DOROT INC | ||||||||||||||
| 171 W 85TH STREET | NEW YORK | NY | 10024 | N/A | PC | GENERAL OPERATING | $25,000 | |||||||
| ENCOUNTER PROGRAMS INCORPORATED | ||||||||||||||
| 1 W 4TH STREET | NEW YORK | NY | 10012 | N/A | PC | GENERAL OPERATING | $100,000 | |||||||
| EYE TO EYE INC | ||||||||||||||
| 50 BROAD STREET SUITE 1702 | NEW YORK | NY | 10004 | N/A | PC | GENERAL OPERATING | $90,000 | |||||||
| F A O SCHWARZ FAMILY FOUNDATION | ||||||||||||||
| PO BOX 653067 | DALLAS | TX | 75265 | N/A | PF | FELLOWSHIP PROGRAMS | $150,000 | |||||||
| FJC | ||||||||||||||
| 225 W 39TH STREET 12TH FLOOR | NEW YORK | NY | 10018 | N/A | PC | BROWN HILLEL GRANT | $26,500 | |||||||
| FJC | ||||||||||||||
| 225 W 39TH STREET 12TH FLOOR | NEW YORK | NY | 10018 | N/A | PC | SHOMER COLLECTIVE | $1,000 | |||||||
| FOOTSTEPS INC | ||||||||||||||
| 114 JOHN STREET UNIT 930 | NEW YORK | NY | 10272 | N/A | PC | GENERAL OPERATING | $55,000 | |||||||
| HAND IN HAND AMERICAN FRIENDS OF THE CENTER FOR JEWISH-ARAB EDUCATION IN IS | ||||||||||||||
| PO BOX 80102 | PORTLAND | OR | 97280 | N/A | PC | GENERAL OPERATING | $50,000 | |||||||
| HEBREW FREE LOAN SOCIETY INC | ||||||||||||||
| 675 THIRD AVENUE SUITE 1905 | NEW YORK | NY | 10017 | N/A | PC | GENERAL OPERATING | $50,000 | |||||||
| INSTITUTE OF CONTEMPERARY ART | ||||||||||||||
| 25 HARBOR SHORE DRIVE | BOSTON | MA | 02210 | N/A | PC | GENERAL OPERATING | $28,000 | |||||||
| J STREET EDUCATION FUND INC | ||||||||||||||
| PO BOX 66073 | WASHINGTON | DC | 20035 | N/A | PC | GENERAL OPERATING | $40,000 | |||||||
| JERUSALEM FOUNDATION INC | ||||||||||||||
| 420 LEXINGTON AVENUE SUITE 1645 | NEW YORK | NY | 10170 | N/A | PC | INNOVATION FUND | $50,000 | |||||||
| JEWISH BOOK COUNCIL | ||||||||||||||
| 520 8TH AVENUE 4TH FLOOR | NEW YORK | NY | 10018 | N/A | PC | MODERN JEWISH THOUGHT AND EXPERIENCE AWARD IN HONOR OF JOY UNGERLEIDER | $5,000 | |||||||
| JEWISH WOMENS ARCHIVE INC | ||||||||||||||
| 1860 WASHINGTON STREET SUITE 204 | AUBURNDALE | MA | 02466 | N/A | PC | GENERAL OPERATING | $50,000 | |||||||
| JEWS UNITED FOR JUSTICE CAMPAIGN FUND | ||||||||||||||
| PO BOX 41485 | WASHINGTON | DC | 20018 | N/A | PC | THE COLLABORATIVE FOR JEWISH ORGANIZING HOUSED AT JEWS UNITED FOR JUSTICE - GENERAL OPERATING | $55,000 | |||||||
| JOIN FOR JUSTICE INC | ||||||||||||||
| PO BOX 51248 | BOSTON | MA | 02205 | N/A | PC | GENERAL OPERATING | $82,500 | |||||||
| KEHILIT HADAR | ||||||||||||||
| 190 AMSTERDAM AVENUE | NEW YORK | NY | 10023 | N/A | PC | GENERAL OPERATING | $50,000 | |||||||
| LAW FORWARD INC | ||||||||||||||
| 222 W WASHINGTON AVENUE SUITE 250 | MADISON | WI | 53703 | N/A | PC | GENERAL OPERATING | $100,000 | |||||||
| LAWYERS FOR CHILDREN INC | ||||||||||||||
| 110 LAFAYETTE STREET 8TH FLOOR | NEW YORK | NY | 10013 | N/A | PC | GENERAL OPERATING | $150,000 | |||||||
| MASSACHUSETTS GENERAL HOSPITAL | ||||||||||||||
| 139 CHARLES STREET SUITE 297 | BOSTON | MA | 02114 | N/A | PC | THE SCHWARTZ CENTER FOR COMPASSIONATE CARE-GENERAL OPERATING | $40,000 | |||||||
| NATIONAL WOMENS HEALTH NETWORK INC | ||||||||||||||
| 1413 K STREET NW 4TH FLOOR | WASHINGTON | DC | 20005 | N/A | PC | PLAN C PILLS | $100,000 | |||||||
| NEO PHILANTHROPY INC | ||||||||||||||
| 45 W 36TH STREET 6TH FLOOR | NEW YORK | NY | 10018 | N/A | PC | STATE INFRASTRUCTURE FUND | $250,000 | |||||||
| NEW ISRAEL FUND | ||||||||||||||
| 6 E 39TH STREET SUITE 301 | NEW YORK | NY | 10016 | N/A | PC | GENERAL OPERATING | $328,000 | |||||||
| P E F ISRAEL ENDOWMENT FUNDS INC | ||||||||||||||
| 630 THIRD AVENUE ROOM 1501 | NEW YORK | NY | 10017 | N/A | PC | KOL HANESHEMA-GENERAL OPERATING | $75,000 | |||||||
| SOCIAL GOOD FUND INC | ||||||||||||||
| 12651 SAN PABLO AVENUE UNIT 5473 | RICHMOND | CA | 94805 | N/A | PC | DAYENU-GENERAL OPERATING | $110,000 | |||||||
| SVARA | ||||||||||||||
| 4411 N RAVENSWOOD AVENUE SUITE 300 | CHICAGO | IL | 60640 | N/A | PC | GENERAL OPERATING | $5,000 | |||||||
| T RUAH | ||||||||||||||
| 266 W 37TH STREET SUITE 803 | NEW YORK | NY | 10018 | N/A | PC | GENERAL OPERATING | $65,000 | |||||||
| THE BROTHERHOOD SISTER SOL INC | ||||||||||||||
| 512 W 143RD STREET | NEW YORK | NY | 10031 | N/A | PC | GENERAL OPERATING | $55,000 | |||||||
| THE GEORGIA COALITION FOR THE PEOPLES AGENDA INC | ||||||||||||||
| 501 PULLIAM STREET SW SUITE 410 | ATLANTA | GA | 30312 | N/A | PC | GENERAL OPERATING | $20,000 | |||||||
| TIDES FOUNDATION | ||||||||||||||
| PO BOX 29903 | SAN FRANCISCO | CA | 94129 | N/A | PC | MOVEMENT VOTER FUND | $15,000 | |||||||
| UNION FOR REFORM JUDAISM | ||||||||||||||
| 633 THIRD AVENUE 7TH FLOOR | NEW YORK | NY | 10017 | N/A | PC | SUPPORT THE RELIGIOUS ACTION CENTERS ORGANIZING EFFORTS IN TEXAS | $475,000 | |||||||
| VOTER REGISTRATION PROJECT | ||||||||||||||
| PO BOX 33436 | WASHINGTON | DC | 20033 | N/A | PC | EVERYBODY VOTES | $150,000 | |||||||
| WOMEN ENGAGED | ||||||||||||||
| 1530 DEKALB AVENUE NE SUITE A | ATLANTA | GA | 30307 | N/A | PC | GENERAL OPERATING | $20,000 | |||||||
| WOMEN MAKE MOVIES INC | ||||||||||||||
| 115 W 29TH STREET ROOM 1200 | NEW YORK | NY | 10001 | N/A | PC | MULTITUDE FILMS | $100,000 | |||||||
| YEAR UP INC | ||||||||||||||
| 45 MILK STREET 9TH FLOOR | BOSTON | MA | 02109 | N/A | PC | GENERAL OPERATING | $110,000 | |||||||
| BATTAT SIVAN | ||||||||||||||
| 104 SCHOLES STREET APARTMENT 3L | BROOKLYN | NY | 11206 | NONE | I | DOROT ISRAEL FELLOWSHIP ALUMNI PROGRAM | $500 | |||||||
| BERNSTEIN ANNA LEAH | ||||||||||||||
| 7100 AMY LANE | BETHESDA | MD | 20817 | NONE | I | DOROT ISRAEL FELLOWSHIP ALUMNI PROGRAM | $500 | |||||||
| BINSTOCK RACHEL | ||||||||||||||
| 1123 ROLAND HEIGHTS AVENUE | BALTIMORE | MD | 21215 | NONE | I | DOROT ISRAEL FELLOWSHIP ALUMNI PROGRAM | $5,500 | |||||||
| BLAUGRUND SARAH | ||||||||||||||
| 57 GREEN RIVER VALLEY ROAD | ALFORD | MA | 01230 | NONE | I | DOROT ISRAEL FELLOWSHIP ALUMNI PROGRAM | $5,000 | |||||||
| BOSWELL ELIANNA | ||||||||||||||
| 3509 SMITH AVENUE SE | ALBUQUERQUE | NM | 87106 | NONE | I | DOROT ISRAEL FELLOWSHIP ALUMNI PROGRAM | $500 | |||||||
| BRINT MICHELLE | ||||||||||||||
| 75 POST OAK ROAD | CHAPEL HILL | NC | 27516 | NONE | I | DOROT ISRAEL FELLOWSHIP ALUMNI PROGRAM | $1,000 | |||||||
| DAVIS NAOMI | ||||||||||||||
| 4342 SHERIDAN AVENUE APARTMENT 7 | MIAMI BEACH | FL | 33140 | NONE | I | DOROT ISRAEL FELLOWSHIP ALUMNI PROGRAM | $440 | |||||||
| ELLENSON RAPHAEL S | ||||||||||||||
| 95 BELMONT STREET APARTMENT 2 | SOMERVILLE | MA | 02143 | NONE | I | DOROT ISRAEL FELLOWSHIP ALUMNI PROGRAM | $500 | |||||||
| FEIT SHARA | ||||||||||||||
| 2705 ARLINGTON AVENUE | BRONX | NY | 10463 | NONE | I | DOROT ISRAEL FELLOWSHIP ALUMNI PROGRAM | $4,000 | |||||||
| FIRKSER HAYLEY | ||||||||||||||
| NONE | I | DOROT ISRAEL FELLOWSHIP ALUMNI PROGRAM | $1,100 | 255 THE DONWAY WEST APARTMENT 116 | TORONTO | ONTARIO | CA | M3B 3M3 | ||||||
| GLICK EMILY | ||||||||||||||
| 1345 JEFFERSON STREET NW | WASHINGTON | DC | 20011 | NONE | I | DOROT ISRAEL FELLOWSHIP ALUMNI PROGRAM | $1,100 | |||||||
| GOLDSTEIN JENNIE | ||||||||||||||
| 406 ROGERS AVENUE APARTMENT 3 | BROOKLYN | NY | 11225 | NONE | I | DOROT ISRAEL FELLOWSHIP ALUMNI PROGRAM | $500 | |||||||
| GROSMAN CAROL | ||||||||||||||
| NONE | I | DOROT ISRAEL FELLOWSHIP ALUMNI PROGRAM | $1,000 | RECHOV NILI 12 ENTRANCE BET | JERUSALEM | IS | 9254822 | APARTMENT 9 | ||||||
| KORNBLATT LOUISA | ||||||||||||||
| 328 5TH STREET APARTMENT 6 | JERSEY CITY | NJ | 07302 | NONE | I | DOROT ISRAEL FELLOWSHIP ALUMNI PROGRAM | $1,000 | |||||||
| KRAFT JESSICA | ||||||||||||||
| 3764 MEYERS ROAD | CAMINO | CA | 95709 | NONE | I | DOROT ISRAEL FELLOWSHIP ALUMNI PROGRAM | $5,000 | |||||||
| KRAMER JOANNA | ||||||||||||||
| 4977 BATTERY LANE SUITE 814 | BETHESDA | MD | 20814 | NONE | I | DOROT ISRAEL FELLOWSHIP ALUMNI PROGRAM | $500 | |||||||
| LUSTIG ANDREW | ||||||||||||||
| 89 POWERS STREET APT 4 | BROOKLYN | NY | 11211 | NONE | I | DOROT ISRAEL FELLOWSHIP ALUMNI PROGRAM | $500 | |||||||
| MOGIL SHIRA | ||||||||||||||
| 8031 GANNON AVENUE | ST LOUIS | MO | 63130 | NONE | I | DOROT ISRAEL FELLOWSHIP ALUMNI PROGRAM | $6,000 | |||||||
| OHAYON NOGA | ||||||||||||||
| NONE | I | DOROT ISRAEL FELLOWSHIP ALUMNI PROGRAM | $300 | 76 SDEROT YERUSHALAYI 42 | BEER SHEVA | IS | 8474708 | |||||||
| RESNIKOFF ARIEL | ||||||||||||||
| 1660 SHORT ST | BERKELEY | CA | 94702 | NONE | I | DOROT ISRAEL FELLOWSHIP ALUMNI PROGRAM | $500 | |||||||
| RIEGELHAUPT RACHEL | ||||||||||||||
| 74 LORD KITCHENER ROAD | NEW ROCHELLE | NY | 10804 | NONE | I | DOROT ISRAEL FELLOWSHIP ALUMNI PROGRAM | $500 | |||||||
| ROSEN SARAH | ||||||||||||||
| 10 COLUMBIA PLACE APARTMENT 66 | BROOKLYN | NY | 11201 | NONE | I | DOROT ISRAEL FELLOWSHIP ALUMNI PROGRAM | $3,500 | |||||||
| SELIGMAN ERIC | ||||||||||||||
| 28 SOUTH STREET APARTMENT 1 | BEACON | NY | 12508 | NONE | I | DOROT ISRAEL FELLOWSHIP ALUMNI PROGRAM | $5,000 | |||||||
| SNIDER SARAH | ||||||||||||||
| 1131 E VICTORIA STREET | SOUTH BEND | IN | 46614 | NONE | I | DOROT ISRAEL FELLOWSHIP ALUMNI PROGRAM | $500 | |||||||
| SPITZER THAMAR | ||||||||||||||
| NONE | I | DOROT ISRAEL FELLOWSHIP ALUMNI PROGRAM | $1,000 | 32 BON ECHO CRESCENT | ONTARIO | CA | K2M2W6 | |||||||
| STARK RHEA | ||||||||||||||
| 345 PRESIDENT STREET GARDEN | BROOKLYN | NY | 11231 | NONE | I | DOROT ISRAEL FELLOWSHIP ALUMNI PROGRAM | $1,000 | APARTMENT | ||||||
| TAUBER ZAZU LOYAL | ||||||||||||||
| 230 RIVERSIDE DRIVE APARTMENT 7K | NEW YORK | NY | 10025 | NONE | I | DOROT ISRAEL FELLOWSHIP ALUMNI PROGRAM | $500 | |||||||
| WEINSTOCK RIVKA | ||||||||||||||
| 1660 SHORT STREET | BERKELEY | CA | 94702 | NONE | I | DOROT ISRAEL FELLOWSHIP ALUMNI PROGRAM | $5,000 | |||||||
| WINFIELD TAYLOR | ||||||||||||||
| 5 MALLARD ROAD | BELVEDERE | CA | 94920 | NONE | I | DOROT ISRAEL FELLOWSHIP ALUMNI PROGRAM | $500 | |||||||
| ZIMMER EMILY | ||||||||||||||
| C20 SHELLBACK WAY | MASHPEE | MA | 02649 | NONE | I | DOROT ISRAEL FELLOWSHIP ALUMNI PROGRAM | $500 | |||||||
| ZIMMERMAN SIMONE | ||||||||||||||
| 598 PRESIDENT STREET APARTMENT 4A | BROOKLYN | NY | 11215 | NONE | I | DOROT ISRAEL FELLOWSHIP ALUMNI PROGRAM | $426 | |||||||
| BATTAT YONATAN | ||||||||||||||
| 20 MANVILLE ROAD | WOODBRIDGE | CT | 06525 | NONE | I | DOROT ISRAEL FELLOWSHIP PROGRAM | $35,000 | |||||||
| BLAU EMMA | ||||||||||||||
| 425 E 58TH STREET | NEW YORK | NY | 10022 | NONE | I | DOROT ISRAEL FELLOWSHIP PROGRAM | $35,000 | |||||||
| CAHANA BRIAH | ||||||||||||||
| 41 BENNETT AVENUE APARTMENT 32 | NEW YORK | NY | 10033 | NONE | I | DOROT ISRAEL FELLOWSHIP PROGRAM | $35,000 | |||||||
| EASTON SARAH | ||||||||||||||
| 2821 SOUTH BAYSHORE | MIAMI | FL | 33133 | NONE | I | DOROT ISRAEL FELLOWSHIP PROGRAM | $35,000 | |||||||
| EDELHEIT JORDAN | ||||||||||||||
| 10032 WIMBLEDON COURT | CINCINNATI | OH | 45242 | NONE | I | DOROT ISRAEL FELLOWSHIP PROGRAM | $35,000 | |||||||
| FORMAN ANNA NIKI | ||||||||||||||
| 40 OLD LANCASTER ROAD APARTMENT 412 | MERION STATION | PA | 19066 | NONE | I | DOROT ISRAEL FELLOWSHIP PROGRAM | $35,000 | |||||||
| FRANKEL SHANA | ||||||||||||||
| 250 MARILYN PLACE | ATLANTA | GA | 30342 | NONE | I | DOROT ISRAEL FELLOWSHIP PROGRAM | $35,000 | |||||||
| HABSHUSH AVITAL | ||||||||||||||
| 1969 E 26TH STREET | BROOKLYN | NY | 11229 | NONE | I | DOROT ISRAEL FELLOWSHIP PROGRAM | $35,000 | |||||||
| LANGSTEIN SAMUEL | ||||||||||||||
| 280 W 117TH STREET APARTMENT 5C | NEW YORK | NY | 10026 | NONE | I | DOROT ISRAEL FELLOWSHIP PROGRAM | $35,000 | |||||||
| MARANS YAEL | ||||||||||||||
| 580 NORTH FOREST DRIVE | TEANECK | NJ | 07666 | NONE | I | DOROT ISRAEL FELLOWSHIP PROGRAM | $35,000 | |||||||
| RODAY EMMY | ||||||||||||||
| 200 CLASSON AVENUE APARTMENT 3R | BROOKLYN | NY | 11205 | NONE | I | DOROT ISRAEL FELLOWSHIP PROGRAM | $35,000 | |||||||
| UPFAL TAMARA | ||||||||||||||
| 1 FAUNCE DRIVE | PROVIDENCE | RI | 02906 | NONE | I | DOROT ISRAEL FELLOWSHIP PROGRAM | $35,000 | |||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,809,866 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $289,847 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,660,050 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,221 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,119,962 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $12,867 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $4,085,947 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,085,947 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TAX RETURN PREPARATION | $25,134 | $0 | $25,134 |
| ACCOUNTING CONSULTANTS | $26,195 | $0 | $26,195 |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | F A O SCHWARZ FAMILY FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 653067 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75265 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2022-08-05 | GrantDt |
| Grant | $150,000 | GrantAmt |
| Purpose Of Grant | FELLOWSHIP PROGRAMS | PurposeOfGrantTxt |
| Expended By Grantee | $150,000 | ExpendedByGranteeAmt |
| Any Diversion By Grantee | TO THE GRANTOR'S KNOWLEDGE, NO FUNDS HAVE BEEN DIVERTED FROM THE PURPOSE OF | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | 05/18/2023 | DatesOfReportsByGranteeTxt |
| Results Of Verification | THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE. THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE. | ResultsOfVerificationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (62 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ACTIVISION BLIZZARD INC (ATVI) 18,000.000 SHARES | $1,540,620 | $1,540,620 |
| AIR PRODUCTS AND CHEMICALS INC (APD) 4,453.000 SHARES | $1,278,946 | $1,278,946 |
| ALPHABET INC CL A (GOOGL) 18,000.000 SHARES | $1,867,140 | $1,867,140 |
| ALPHABET INC CL C (GOOG) 28,280.000 SHARES | $2,941,120 | $2,941,120 |
| AMAZON.COM INC (AMZN) 39,700.000 SHARES | $4,100,613 | $4,100,613 |
| ANALOG DEVICES INC (ADI) 10,183.000 SHARES | $2,008,291 | $2,008,291 |
| AON PLC SHS CL A (AON) 6,516.000 SHARES | $2,054,430 | $2,054,430 |
| APOLLO GLOBAL MGMT INC (APO) 13,950.000 SHARES | $881,082 | $881,082 |
| APPLE INC (AAPL) 31,918.000 SHARES | $5,263,278 | $5,263,278 |
| ARROW ELECTRONICS INC (ARW) 4,700.000 SHARES | $586,889 | $586,889 |
| AVNET INC (AVT) 19,500.000 SHARES | $881,400 | $881,400 |
| BERKSHIRE HATHAWAY INC CL B (BRKB) 3,211.000 SHARES | $991,460 | $991,460 |
| BLACKSTONE INC (BX) 14,213.000 SHARES | $1,248,470 | $1,248,470 |
| BOOKING HOLDINGS INC (BKNG) 325.000 SHARES | $862,033 | $862,033 |
| BROOKFIELD CORP CL A (BN) 68,150.000 SHARES | $2,217,443 | $2,217,443 |
| CITIGROUP INC (C) 70,000.000 SHARES | $3,282,300 | $3,282,300 |
| CRH PLC (CRH) 65,500.000 SHARES | $3,307,276 | $3,307,276 |
| DISNEY WALT CO (DIS) 7,555.000 SHARES | $756,482 | $756,482 |
| DOLLAR TREE INC (DLTR) 1,320.000 SHARES | $189,486 | $189,486 |
| DR HORTON INC (DHI) 61,707.000 SHARES | $6,028,157 | $6,028,157 |
| ELEVANCE HEALTH INC (ELV) 3,215.000 SHARES | $1,478,289 | $1,478,289 |
| ELI LILLY AND CO (LLY) 5,357.000 SHARES | $1,839,701 | $1,839,701 |
| ENTEGRIS INC (ENTG) 20,100.000 SHARES | $1,648,401 | $1,648,401 |
| EQT CORP (EQT) 2,000.000 SHARES | $63,820 | $63,820 |
| GENERAL MTRS CO (GM) 154,608.000 SHARES | $5,671,021 | $5,671,021 |
| GILDAN ACTIVEWEAR INC (GIL) 20,000.000 SHARES | $663,800 | $663,800 |
| GOLDMAN SACHS GROUP INC (GS) 15,500.000 SHARES | $5,070,205 | $5,070,205 |
| HOME DEPOT INC (HD) 2,473.000 SHARES | $729,832 | $729,832 |
| IAC/INTERACTIVECORP (IAC) 39,455.000 SHARES | $2,035,878 | $2,035,878 |
| INTERNATIONAL PAPER CO (IP) 37,000.000 SHARES | $1,334,220 | $1,334,220 |
| JPMORGAN CHASE & CO (JPM) 48,157.000 SHARE | $6,275,339 | $6,275,339 |
| KEYSIGHT TECHNOLOGIES INC (KEYS) 9,330.000 SHARES | $1,506,608 | $1,506,608 |
| KKR & CO INC (KKR) 51,500.000 SHARES | $2,704,780 | $2,704,780 |
| LEAR CORP (LEA) 14,000.000 SHARES | $1,952,860 | $1,952,860 |
| LENNAR CORP CL A (LEN) 69,200.000 SHARES | $7,273,612 | $7,273,612 |
| LENNAR CORP CL B (LEN B) 1,484.000 SHARES | $132,536 | $132,536 |
| LINDE PLC (LIN) 6,400.000 SHARES | $2,253,247 | $2,253,247 |
| MATCH GROUP INC (MTCH) 14,722.000 SHARES | $565,178 | $565,178 |
| MERITAGE HOMES CORP (MTH) 3,300.000 SHARES | $385,308 | $385,308 |
| MICROSOFT CORP (MSFT) 23,784.000 SHARES | $6,856,927 | $6,856,927 |
| MOTOROLA SOLUTIONS INC (MSI) 6,693.000 SHARES | $2,000,907 | $2,000,907 |
| NESTLE SA SPONSORED ADR REPSTG REG (NSRGY) 22,800.000 SHARES | $2,774,532 | $2,774,532 |
| NEXTERA ENERGY INC (NEE) 14,777.000 SHARES | $1,139,011 | $1,139,011 |
| NIKE INC CL B (NKE) 12,125.000 SHARES | $1,487,010 | $1,487,010 |
| NVIDIA CORPORATION (NVDA) 5,105.000 SHARES | $1,418,016 | $1,418,016 |
| ORACLE CORP (ORCL) 12,387.000 SHARES | $1,151,000 | $1,151,000 |
| OSHKOSH CORP (OSK) 15,500.000 SHARES | $1,289,290 | $1,289,290 |
| PIONEER NATURAL RESOURCES CO (PXD) 2,510.000 SHARES | $512,642 | $512,642 |
| PNC FINL SVCS GROUP INC (PNC) 6,500.000 SHARES | $826,150 | $826,150 |
| PROLOGIS INC. (PLD) 3,186.000 SHARES | $397,517 | $397,517 |
| PULTEGROUP INC (PHM) 38,200.000 SHARES | $2,226,296 | $2,226,296 |
| QUALCOMM INC (QCOM) 4,760.000 SHARES | $607,282 | $607,282 |
| TENCENT HLDGS LTD (TCTZF) 57,000.000 SHARES | $2,801,448 | $2,801,448 |
| THERMO FISHER SCIENTIFIC INC (TMO) 3,805.000 SHARES | $2,193,088 | $2,193,088 |
| T-MOBILE US INC (TMUS) 14,337.000 SHARES | $2,076,571 | $2,076,571 |
| TOLL BROS INC (TOL) 20,700.000 SHARES | $1,242,621 | $1,242,621 |
| UNION PAC CORP (UNP) 4,165.000 SHARES | $838,248 | $838,248 |
| UNITEDHEALTH GROUP INC (UNH) 4,250.000 SHARES | $2,008,508 | $2,008,508 |
| US BANCORP (USB) 22,000.000 SHARES | $793,100 | $793,100 |
| VISA INC (V) 7,550.000 SHARES | $1,702,223 | $1,702,223 |
| WESTROCK CO (WRK) 65,000.000 SHARES | $1,980,550 | $1,980,550 |
| WHIRLPOOL CORP (WHR) 16,000.000 SHARES | $2,112,320 | $2,112,320 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | GENERAL AND ADMINISTRATIVE LEGAL COUNSEL | CategoryTxt |
| Legal Fees | $74,445 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $74,445 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECURITY DEPOSIT | Desc |
| BOY Book Value | $1,050 | BOYBookValueAmt |
| EOY Book Value | $1,050 | EOYBookValueAmt |
| EOYFMV | $1,050 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED DEPRECIATION ON INVESTMENTS | Desc |
| Amt | $11,441,561 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $217 | $0 | $217 |
| FILING FEES | $2,260 | $0 | $2,260 |
| INFORMATION TECHNOLOGY SOFTWARE AND HARDWARE | $47,728 | $0 | $47,728 |
| INSURANCE EXPENSES | $28,373 | $0 | $28,373 |
| MEMBERSHIP DUES | $51,730 | $0 | $51,730 |
| OFFICE AND OTHER EXPENSES | $17,018 | $0 | $17,018 |
| OTHER PROGRAM EXPENSES | $331,354 | $0 | $331,354 |
| OTHER INVESTMENT EXPENSES | $2,976 | $2,976 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| SECURITIES LITIGATION PROCEEDS | $3,221 | $3,221 | $3,221 |
| MISCELLANEOUS INCOME | $12,867 | $12,867 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PHILANTHROPIC CONSULTANTS | $455,000 | $0 | $455,000 |
| HONORARIA AND SPEAKER FEES | $89,599 | $0 | $89,599 |
| STRATEGIC AND ORGANIZATIONAL PLANNING | $287,004 | $0 | $287,004 |
| INFORMATION TECHNOLOGY AND WEBSITE MAINTENANCE | $52,755 | $0 | $52,755 |
| INVESTMENT MANAGEMENT AND ADVISORY | $1,249,648 | $1,249,648 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES WITHHELD | $19,964 | $19,964 | $0 |
| FEDERAL EXCISE TAX PAID | $2,500 | $0 | $0 |