ANDERMAN FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- ANDERMAN FAMILY FOUNDATION (EIN 83-2186165)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-04-25
- IRS object ID
- 202401169349101415
- Schema version
- 2023v5.0
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-04-25T09:45:18-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 832186165 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Anderman Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | ANDE | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SIGMUND ANDERMAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2024-04-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SIGMUND | PersonFirstNm |
| Person Last | ANDERMAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | 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 | $4,367,059 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $228 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $228 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $104,458 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $104,458 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$13,618 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,059,970 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $91,068 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $104,686 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $26,783 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $26,783 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,500 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $19,197 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $19,197 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $47,480 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $26,783 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $19,197 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $237,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $237,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $284,980 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $26,783 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $256,697 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$193,912 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $77,903 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $43,398 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $10,921 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $10,921 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,889,714 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,728,279 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,356,138 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $3,933,112 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,739,200 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,367,059 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $3,933,112 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,739,200 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,933,112 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,739,200 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,933,112 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,739,200 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,933,112 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$193,912 | ExcessRevenueOverExpensesAmt |
| Subtotal | $3,739,200 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $3,739,200 | 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 | $1,059,970 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,073,588 | CostOrOtherBasisAmt |
| Gain Or Loss | -$13,618 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$13,618 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$13,618 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,083 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,083 | SubtotalAmt |
| Tax Based On Investment Income | $1,083 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,129 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $1,129 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $46 | OverpaymentAmt |
| Applied To ES Tax | $46 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | 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 |
|---|---|---|---|---|---|---|---|---|
| David Anderman | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Sigmund Anderman | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Pres, Sec, Treas | 5.0 | $0 | $0 | $0 |
| Gabrielle Anderman-Cale | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Elissa Van Deursen | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Simon Van Deursen | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,136,515 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $44,509 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,181,024 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,181,024 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $62,715 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,118,309 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $205,915 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $205,915 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,083 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,083 | TotalTaxAmt |
| Distributable Before Adj | $204,832 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $204,832 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $204,832 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $256,697 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $256,697 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $204,832 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $208,334 | UndistributedIncomePYAmt |
| Prior Year1 | 2021 | PriorYear1Yr |
| Prior Year2 | 2020 | PriorYear2Yr |
| Prior Year3 | 2019 | PriorYear3Yr |
| Qualifying Distributions | $256,697 | QualifyingDistributionsAmt |
| Applied To Year1 | $208,334 | AppliedToYear1Amt |
| Applied To Current Year | $48,363 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $156,469 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Gabrielle Anderman-Cale | ContributingManagerNm |
| Contributing Manager | Sigmund Anderman | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ANTI-DEFAMATION LEAGUE OF BNAI BRITH | |||||||
| 720 MARKET ST SUITE 800 | SAN FRANCISCO | CA | 94102 | N/A | PC | General & Unrestricted | $2,500 |
| ARTHRITIS FOUNDATION INC | |||||||
| 90 NEW MONTGOMERY ST STE 710 | SAN FRANCISCO | CA | 94105 | N/A | PC | General & Unrestricted | $2,500 |
| CEDARS-SINAI MEDICAL CENTER | |||||||
| 8700 BEVERLY BLVD | W HOLLYWOOD | CA | 90048 | N/A | PC | Dr. Raj Makkar Fellowship Program Fund | $25,000 |
| HAWAII LOCAL 2030 HUB | |||||||
| 1601 EAST-W ROAD | HONOLULU | HI | 96816 | N/A | PC | Hawaii Green Growth Membership Fund | $25,000 |
| HAWAII PUBLIC RADIO | |||||||
| 738 KAHEKA ST | HONOLULU | HI | 96814 | N/A | PC | General & Unrestricted | $2,500 |
| JEWISH HOME | |||||||
| 302 SILVER AVE | SAN FRANCISCO | CA | 94112 | N/A | PC | General & Unrestricted | $5,000 |
| KQED INC | |||||||
| 2601 MARIPOSA ST | SAN FRANCISCO | CA | 94110 | N/A | PC | General & Unrestricted | $2,500 |
| NATURAL RESOURCES DEFENSE COUNCIL INC | |||||||
| 40 WEST 20TH ST 11TH FLOOR | NEW YORK | NY | 10011 | N/A | PC | General & Unrestricted | $50,000 |
| RETT SYNDROME RESEARCH TRUST INC | |||||||
| 67 UNDER CLIFF RD | TRUMBULL | CT | 06611 | N/A | PC | General & Unrestricted | $5,000 |
| SAN FRANCISCO BALLET ASSOCIATION | |||||||
| 455 FRANKLIN ST 3RD FLR | SAN FRANCISCO | CA | 94102 | N/A | PC | General & Unrestricted | $10,000 |
| SAN FRANCISCO MUSEUM OF MODERN ART | |||||||
| 151 3RD ST | SAN FRANCISCO | CA | 94103 | N/A | PC | General & Unrestricted | $10,000 |
| SAN FRANCISCO OPERA ASSOCIATION | |||||||
| 301 VAN NESS AVE | SAN FRANCISCO | CA | 94102 | N/A | PC | General & Unrestricted | $10,000 |
| SAN FRANCISCO SYMPHONY | |||||||
| DAVIES SYMPHONY HALL 201 VAN NESS | SAN FRANCISCO | CA | 94102 | N/A | PC | General & Unrestricted | $10,000 |
| SANTA ROSA SYMPHONY ASSOCIATION | |||||||
| 50 SANTA ROSA AVE STE 410 | SANTA ROSA | CA | 95404 | N/A | PC | General & Unrestricted | $20,000 |
| SOUTHERN POVERTY LAW CENTER INC | |||||||
| 400 WASHINGTON AVE | MONTGOMERY | AL | 36104 | N/A | PC | General & Unrestricted | $2,500 |
| TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW | |||||||
| 622 W 113TH ST MC4524 | NEW YORK | NY | 10025 | N/A | PC | College Walk Society fund | $25,000 |
| WEST COUNTY HEALTH CENTERS INC | |||||||
| 14045 MILL ST | GUERNEVILLE | CA | 95446 | N/A | PC | General & Unrestricted | $5,000 |
| YEAR UP INC | |||||||
| 45 MILK ST 9TH FL | BOSTON | MA | 02109 | N/A | PC | General & Unrestricted | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $237,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $228 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $104,458 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$13,618 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $91,068 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $91,068 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (61 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBVIE INC | $36,221 | $36,263 |
| ABERDEEN STD PHYSICAL SWISS GL | $139,400 | $179,752 |
| AMERICAN ELECTRIC POWER INC | $35,250 | $28,671 |
| AMGEN INC | $20,633 | $25,346 |
| AT&T, INC | $30,311 | $27,670 |
| AVANTIS EMERGING MKTS EQUITY | $123,078 | $143,851 |
| BRIDGE INV GROUP HOLDINGS INC | $45,425 | $33,780 |
| BROADCOM INC | $32,227 | $70,324 |
| CARDINAL HEALTH INC | $40,075 | $57,557 |
| CENTERPOINT ENERGY | $17,037 | $17,628 |
| CHARLES SCHWAB CORP | $29,442 | $38,322 |
| COHEN AND STEERS REALTY SHARES | $146,590 | $133,683 |
| CROWN CASTLE INTL | $17,178 | $15,551 |
| CVS CAREMARK CORP | $19,051 | $18,398 |
| DB X TRACKERS MSCI EAFE HEDGED | $334,507 | $343,506 |
| DOCUSIGN INC | $44,950 | $19,619 |
| DOW INC | $38,874 | $35,481 |
| DTE ENERGY CO COM | $12,552 | $12,900 |
| EASTMAN CHEMICAL CO | $36,696 | $34,491 |
| EATON CORP PLC | $8,695 | $15,653 |
| EXELON CORPORATION | $16,971 | $13,391 |
| EXXON MOBIL CORP | $19,010 | $17,097 |
| FIDELITY ADVISOR HEALTH CARE F | $122,980 | $127,871 |
| FIRST EAGLE GOLD FUND CLASS I | $194,898 | $226,422 |
| GAMING AND LEISURE PROPERTIES, | $35,276 | $32,374 |
| GILEAD SCIENCES INC | $31,305 | $35,077 |
| HENNESSY JAPAN FD INST CL | $42,443 | $51,432 |
| ILLUMINA INC COM | $17,657 | $17,823 |
| INTERNATIONAL BUSINESS MACHINE | $39,678 | $48,411 |
| INVESCO S&P 500 HIGH DIVIDEND | $145,502 | $143,770 |
| ISHARE SP SMALL CAP 600 INDEX | $42,088 | $46,764 |
| JP MORGAN CHASE | $30,724 | $38,102 |
| JPMORGAN BETABUILDERS INTERNAT | $94,817 | $116,365 |
| KRAFT HEINZ CO | $25,959 | $24,851 |
| KRANESHARES CSI CHINA INTERNET | $145,012 | $128,466 |
| L3HARRIS TECHNOLOGIES | $4,831 | $4,844 |
| LOCKHEED MARTIN CORP | $23,963 | $23,568 |
| NETFLIX INC | $80,751 | $121,720 |
| NORTHROP GRUMMAN CORP | $14,829 | $14,980 |
| PAYPAL HOLDINGS, INC | $41,921 | $41,697 |
| PFIZER INC | $72,109 | $57,925 |
| PHILIP MORRIS INTL | $38,433 | $34,339 |
| PROCTER GAMBLE CO | $33,651 | $34,437 |
| PUBLIC SVC ENTERPRISE GROUP IN | $32,610 | $30,942 |
| REALTY INCOME CORP | $34,411 | $31,179 |
| ROCKWELL AUTOMATION INC | $37,416 | $43,778 |
| SIMON PPTY GROUP INC | $34,976 | $41,366 |
| SPDR GOLD SHARES | $171,655 | $269,358 |
| TESLA MOTORS INC | $17,897 | $343,895 |
| THE BLACKSTONE GROUP INC CL A | $33,780 | $50,273 |
| THE COCA-COLA CO | $32,470 | $30,349 |
| VALERO ENERGY CORP | $23,791 | $23,790 |
| VANGUARD FTSE DEVELOPED MARKET | $140,146 | $149,879 |
| VANGUARD FTSE EMERGING MARKETS | $88,682 | $80,063 |
| VANGUARD MID-CAP ETF | $41,706 | $44,900 |
| VANGUARD SHOR-TERM GOV BOND | $174,762 | $166,241 |
| VANGUARD SHORT TERM INFLATION | $93,448 | $86,859 |
| VANGUARD VALUE ETF | $138,258 | $145,613 |
| VERIZON COMMUNICATIONS | $41,878 | $42,073 |
| WISDOMTREE INDIA | $28,633 | $31,652 |
| WISDOMTREE JAPAN HEDGED EQUITY | $38,760 | $53,756 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $19,172 | $19,172 |
| State or Local Filing Fees | $25 | $25 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $26,783 | Amt |
| Net Investment Income | $26,783 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2023 | $1,100 |
| 990-PF Extension for 2022 | $400 |