RM2 FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- RM2 FOUNDATION (EIN 05-0494286)
- Tax period
- 2022-12-01 to 2023-11-30
- Filed
- 2024-04-25
- IRS object ID
- 202411169349100601
- 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
- Depreciation Schedule
- Expenditure Responsibility Stmt
- Investments Corp Stock Schedule
- Investments Land Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-04-25T07:23:00-05:00 | ReturnTs |
| Tax Period End | 2023-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 050373793 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OCEAN STATE JOBBERS INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 375 COMMERCE PARK ROAD | AddressLine1Txt |
| City | NORTH KINGSTOWN | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02852 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 050494286 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RM2 FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O MARC PERLMAN | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RM2F | BusinessNameControlTxt |
| Phone | 4012952672 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 375 COMMERCE PARK ROAD | AddressLine1Txt |
| City | NORTH KINGSTOWN | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02852 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARC PERLMAN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 4012952672 | PhoneNum |
| Signature | 2024-04-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MARC | PersonFirstNm |
| Person Last | PERLMAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | OCEAN STATE JOBBERS INC | PreparerPersonNm |
| PTIN | P01507007 | PTIN |
| Phone | 4012952672 | PhoneNum |
| Preparation | 2024-04-12 | 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 | $1,227,356 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
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 | $69 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $69 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $505 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $505 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $183,746 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $183,746 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $105,496 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $2,677 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,677 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,677 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $186,997 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $186,997 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $75 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $75 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $52,260 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $52,260 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $5,894 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $5,894 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $0 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $20,096 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $20,096 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $78,325 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $78,325 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $273,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $273,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $351,325 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $78,325 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $273,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$164,328 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $108,672 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $160,449 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $45,199 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $45,199 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $58,790 | CorporateStockBOYAmt |
| Corporate Stock EOY | $61,972 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $63,838 | CorporateStockEOYFMVAmt |
| Invst Land Cost Or Other Basis | $1,718,837 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $600,518 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $1,170,579 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $1,118,319 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $1,118,319 | LandBldgInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,389,818 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,225,490 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,227,356 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $2,057,171 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,057,171 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | -$341,215 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | -$341,215 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$326,138 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$490,466 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,389,818 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,225,490 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,389,818 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,225,490 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,389,818 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$164,328 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,225,490 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,225,490 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | CAPITAL GAINS DIVIDENDS | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $2,677 | GrossSalesPriceAmt |
| Gain Or Loss | $2,677 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $2,677 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,677 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,511 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,511 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,511 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,932 | 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 | $6,932 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $5,421 | OverpaymentAmt |
| Applied To ES Tax | $5,421 | 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 | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| 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 |
| Individual With Books | MARC PERLMAN | IndividualWithBooksNm |
| Phone | 4012952672 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 180 SHADY COVE ROAD | AddressLine1Txt |
| City | NORTH KINGSTOWN | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02852 | 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 | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 | 0 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| MARC PERLMAN | ||||||||
| 180 SHADY COVE ROAD | NORTH KINGSTOWN | RI | 02852 | TRUSTEE | 0.25 | $0 | $0 | $0 |
| CLAIRE PERLMAN | ||||||||
| 180 SHADY COVE ROAD | NORTH KINGSTOWN | RI | 02852 | TRUSTEE | 0.25 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
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 | $63,925 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $59,397 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,118,319 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,241,641 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,241,641 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $18,625 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,223,016 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $61,151 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $61,151 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,511 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,511 | TotalTaxAmt |
| Distributable Before Adj | $59,640 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $59,640 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $59,640 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $273,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $273,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $59,640 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $743,795 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,147,835 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,244,698 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,140,201 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $4,276,529 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $273,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $59,640 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $213,360 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $4,489,889 | 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 | $743,795 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,746,094 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,147,835 | ExcessFromYear4Amt |
| Excess From Year3 | $1,244,698 | ExcessFromYear3Amt |
| Excess From Year2 | $1,140,201 | ExcessFromYear2Amt |
| Excess From Current Year | $213,360 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MARC PERLMAN | ContributingManagerNm |
| Contributing Manager | CLAIRE PERLMAN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|
| BIRTHRIGHT ISRAEL FOUNDATION | ||||||||||
| 711 3RD AVENUE 10TH FLOOR | NEW YORK | NY | 10017 | NONE | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $12,000 | |||
| CERE | ||||||||||
| 50 STANIFORD STREET SUITE 600 | BOSTON | MA | 02114 | NONE | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $10,000 | |||
| CHABAD JEWISH CENTER OF PETALUMA | ||||||||||
| 205 KELLER ST SUITE 101 | PETALUMA | CA | 94952 | NONE | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $2,000 | |||
| FOUNDATION TO COMBAT ANTI-SEMITISM INC | ||||||||||
| 1 PATRIOT PLACE | FOXBOROUGH | MA | 02035 | NONE | PRIVATE OPERATING FO | GENERAL OPERATING SUPPORT | $75,000 | |||
| FUND FOR URI & HILLEL | ||||||||||
| 6 FRATERNITY CIRCLE | KINGSTON | RI | 02881 | NONE | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $3,000 | |||
| NE'EMAN FOUNDATION USA | ||||||||||
| 18 HAZELTON ROAD | BOSTON | MA | 02459 | NONE | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $10,000 | |||
| OCEAN STATE JOB LOT CHARITABLE FOUNDATION | ||||||||||
| 375 COMMERCE PARK ROAD | NORTH KINGSTOWN | RI | 02852 | NONE | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $55,000 | |||
| OMNI-MED | ||||||||||
| 81 WYMAN ST 1 | WABAN | MA | 02468 | NONE | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $3,000 | |||
| RUACH NECHONA | ||||||||||
| NONE | PC, EQUIVALENCY DETE | GENERAL OPERATING SUPPORT | $100,000 | 20 ALON HATAVOR ST | CAESAREA | IS | ||||
| TEMPLE SINAI | ||||||||||
| 30 HAGEN AVENUE | CRANSTON | RI | 02920 | NONE | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $3,000 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $273,000 | 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 | $69 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $505 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $105,496 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,677 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $108,747 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $108,747 | 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 |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (5 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Computation MethodComputationMethodTxt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt | Prior Year DepreciationPriorYearDepreciationAmt | LifeLifeRt |
|---|---|---|---|---|---|---|---|
| LAND | 2014-07-01 | $92,684 | L | $0 | $0 | ||
| BUILDING | 2014-07-01 | $1,192,512 | SL | $30,578 | $30,578 | $257,358 | 39.000000000000 |
| LAND IMPROVEMENTS | 2014-07-01 | $325,231 | SL | $21,682 | $21,682 | $182,490 | 15.000000000000 |
| EQUIPMENT | 2014-07-01 | $90,342 | SL | $0 | $0 | $90,342 | 5.000000000000 |
| FURNITURE & FIXTURES | 2014-07-01 | $18,068 | SL | $0 | $0 | $18,068 | 7.000000000000 |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FOUNDATION TO COMBAT ANTI-SEMITISM INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 PATRIOT PLACE | AddressLine1Txt |
| City | FOXBOROUGH | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02035 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2023-06-27 | GrantDt |
| Grant | $75,000 | GrantAmt |
| Purpose Of Grant | TO IMPACT YOUTH THROUGH EDUCATIONAL SOCIAL MEDIA CAMPAIGNS AND EMPOWER COMMUNITY ORGANIZATIONS | PurposeOfGrantTxt |
| Expended By Grantee | $75,000 | ExpendedByGranteeAmt |
| Any Diversion By Grantee | NO DIVERSION | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | 03/29/24 | DatesOfReportsByGranteeTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | VANGUARD HEALTH CARE FUND ADMIRAL SHARES | StockNm |
| EOY Book Value | $61,972 | EOYBookValueAmt |
| EOYFMV | $63,838 | EOYFMVAmt |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| LAND | $92,684 | $0 | $92,684 |
| BUILDING | $1,192,512 | $287,936 | $904,576 |
| LAND IMPROVEMENTS | $325,231 | $204,172 | $121,059 |
| EQUIPMENT | $90,342 | $90,342 | $0 |
| FURNITURE & FIXTURES | $18,068 | $18,068 | $0 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PROPERTY INSURANCE | $19,264 | $19,264 | $0 |
| REPAIRS & MAINTENANCE | $832 | $832 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Amt | $75 | Amt |
| Net Investment Income | $75 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |