LEONARD & HILDA KAPLAN CHARITABLE FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- LEONARD & HILDA KAPLAN CHARITABLE FOUNDATION (EIN 04-6528085)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-07-16
- IRS object ID
- 202441989349100709
- Schema version
- 2023v5.1
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-07-16T14:45:27-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 263753134 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBIZ MHM LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE CITIZENS PLAZA 9TH FLOOR | AddressLine1Txt |
| City | PROVIDENCE | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02903 | 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 | 046528085 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEONARD & HILDA KAPLAN CHARITABLE | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LEON | BusinessNameControlTxt |
| Phone | 7742068300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE CITIZENS PLAZA 9TH FL | AddressLine1Txt |
| City | PROVIDENCE | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02903 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TODD L EISENBERG | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 7742068300 | PhoneNum |
| Signature | 2024-07-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | TODD | PersonFirstNm |
| Person Last | EISENBERG | 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 | DANIELLE N POYANT CPA | PreparerPersonNm |
| PTIN | P00161288 | PTIN |
| Phone | 4016263200 | PhoneNum |
| Preparation | 2024-07-12 | 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 | 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 | $12,358,443 | 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 |
| Dividends Rev And Expnss | $257,270 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $255,822 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $308,702 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,569,101 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $308,702 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,905 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,905 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $567,877 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $566,429 | 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 |
| Accounting Fees Rev And Expnss | $21,165 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,305 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $18,860 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $86,144 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $86,144 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,541 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,471 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $70 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $109,850 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $90,920 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $18,930 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $516,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $516,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $625,850 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $90,920 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $534,930 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$57,973 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $475,509 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,358,902 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,508,550 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,469,560 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $6,818,578 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,833,336 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,130,469 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $3,047,928 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,855,549 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,758,414 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $11,225,408 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,197,435 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $12,358,443 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $30,000 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $30,000 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $73,715 | CapitalStockBOYAmt |
| Capital Stock EOY | $73,715 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $11,151,693 | RetainedEarningBOYAmt |
| Retained Earning EOY | $11,093,720 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $11,225,408 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,167,435 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $11,225,408 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $11,197,435 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $11,225,408 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$57,973 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $11,167,435 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $11,167,435 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| SALE OF PUBLICLY TRADED SECURITIES | P | $2,463,220 | $2,260,399 | $202,821 | $202,821 |
| CAPITAL GAINS DIVIDENDS | P | $105,881 | $105,881 | $105,881 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $308,702 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,610 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,610 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,610 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $16,436 | 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 | $16,436 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $9,826 | OverpaymentAmt |
| Applied To ES Tax | $9,826 | 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 | MA | 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 | CBIZ MHM LLC | IndividualWithBooksNm |
| Phone | 7742068300 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE CITIZENS PLAZA 9TH FL | AddressLine1Txt |
| City | PROVIDENCE | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02903 | 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 | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| 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 |
|---|---|---|---|---|---|---|---|---|
| TODD EISENBERG | ||||||||
| C/O CBIZ ONE CITIZENS PLAZA 9TH FL | PROVIDENCE | RI | 02903 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| GEORGE ROBINSON | ||||||||
| C/O CBIZ ONE CITIZENS PLAZA 9TH FL | PROVIDENCE | RI | 02903 | TRUSTEE | 3.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UBS | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE POST OFFICE SQUARE 33RD FL | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021092106 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT CONSULTING & ADVISORY SERVICES | ServiceTypeTxt |
| Compensation | $51,451 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $10,888,882 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,384,063 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $12,272,945 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $12,272,945 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $184,094 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $12,088,851 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $604,443 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $604,443 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,610 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,610 | TotalTaxAmt |
| Distributable Before Adj | $597,833 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $597,833 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $597,833 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $534,930 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $534,930 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $597,833 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $26,354 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $69,548 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $15,481 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $111,383 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $534,930 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $534,930 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $62,903 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $62,903 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $48,480 | 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 | $48,480 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $32,999 | ExcessFromYear4Amt |
| Excess From Year3 | $15,481 | ExcessFromYear3Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | TODD EISENBERG TRUSTEE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O CBIZ ONE CITIZENS PLAZA 9TH FL | AddressLine1Txt |
| City | PROVIDENCE | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02903 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7742068300 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATIONS SHOULD TAKE THE FORM OF A WRITTEN LETTER STATING THE CAUSE AND WORK PERFORMED BY THE ORGANIZATION,AMOUNT BEING REQUESTED AND WHAT THE GRANT WILL BE USED FOR. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| BUTTONWOOD PARK ZOOLOGICAL SOCIETY | ||||||||
| 425 HAWTHORN ST | NEW BEDFORD | MA | 02740 | NONE | PUBLIC CHARITY | GENERAL FUNDING | $25,000 | |
| CHILD & FAMILY SERVICES | ||||||||
| 3057 ACUSHNET AVENUE | NEW BEDFORD | MA | 02745 | NONE | PUBLIC CHARITY | GENERAL FUNDING | $10,000 | |
| FAMILY FUTURES (RAPP ELEM SCHOOL) | ||||||||
| PO BOX 58 | WASHINGTON | VA | 22747 | NONE | PUBLIC CHARITY | GENERAL FUNDING | $10,000 | |
| FLORIDA ATLANTIC UNIVERSITY ATHLETICS | ||||||||
| 777 GLADES ROAD ADM 295 | BOCA RATON | FL | 33431 | NONE | PUBLIC CHARITY | GENERAL FUNDING | $25,000 | |
| GLOBAL LEARNING CHARTER PUBLIC SCHOOL | ||||||||
| 190 ASHLEY BLVD | NEW BEDFORD | MA | 02746 | NONE | PUBLIC CHARITY | GENERAL FUNDING | $25,000 | |
| HORIZONS GREATER WASHINGTON | ||||||||
| 3000 CATHEDRAL AVENUE NW | WASHINGTON | DC | 20008 | NONE | PUBLIC CHARITY | GENERAL FUNDING | $15,000 | |
| JUBILEE TO COLLEGE | ||||||||
| 1631 EUCLID ST NW P-5 | WASHINGTON | DC | 20009 | NONE | PUBLIC CHARITY | GENERAL FUNDING | $10,000 | |
| JUDGE BAKER CHILDRENS CENTER | ||||||||
| 53 PARKER HILL AVENUE | BOSTON | MA | 021203225 | NONE | PUBLIC CHARITY | GENERAL FUNDING | $6,000 | |
| KENNEDY DONOVAN CENTER | ||||||||
| ONE COMMERCIAL ST | FOXBORO | MA | 020352530 | NONE | PUBLIC CHARITY | GENERAL FUNDING | $25,000 | |
| LEVINE SCHOOL OF MUSIC | ||||||||
| 2801 UPTON STREET NW | WASHINGTON | DC | 20008 | NONE | PUBLIC CHARITY | GENERAL FUNDING | $25,000 | |
| LIVE IT LEARN IT | ||||||||
| 735 8TH ST SE SUITE 300 | WASHINGTON | DC | 20003 | NONE | PUBLIC CHARITY | GENERAL FUNDING | $25,000 | |
| MARTHA'S TABLE | ||||||||
| 2375 ELVANS ROAD SE | WASHINGTON | DC | 20020 | NONE | PUBLIC CHARITY | GENERAL FUNDING | $25,000 | |
| MEETING STREET | ||||||||
| 1000 EDDY STREET 4739 | PROVIDENCE | RI | 02905 | NONE | PUBLIC CHARITY | GENERAL FUNDING | $30,000 | |
| NATIVITY PREP SCHOOL | ||||||||
| 66 SPRING STREET | NEW BEDFORD | MA | 02740 | NONE | PUBLIC CHARITY | SUMMER CAMPERSHIPS | $30,000 | |
| NEW BEDFORD SYMPHONY ORCHESTRA | ||||||||
| 128 UNION STREET SUITE 204 | NEW BEDFORD | MA | 02740 | NONE | PUBLIC CHARITY | GENERAL FUNDING | $25,000 | |
| OUR SISTERS SCHOOL | ||||||||
| 145 BROWNELL AVE | NEW BEDFORD | MA | 02740 | NONE | PUBLIC CHARITY | SCHOLARSHIPS FOR STUDENTS | $25,000 | |
| RAPPAHANNOCK PANTRY INC | ||||||||
| 37 LEGGETT LANE | WASHINGTON | VA | 22747 | NONE | PUBLIC CHARITY | GENERAL FUNDING | $10,000 | |
| SITAR ARTS CENTER | ||||||||
| 1700 KALORAMA ROAD NW SUITE 101 | WASHINGTON | DC | 20009 | NONE | PUBLIC CHARITY | GENERAL FUNDING | $25,000 | |
| SWEET DREAM MAKERS | ||||||||
| 55 NE 5TH AVE SUITE 400 | BOCA RATON | FL | 33432 | NONE | PUBLIC CHARITY | GENERAL FUNDING | $25,000 | |
| THE PHILLIPS COLLECTION | ||||||||
| 1600 21ST STREET NW | WASHINGTON | DC | 20009 | NONE | PUBLIC CHARITY | GENERAL FUNDING | $25,000 | |
| THE WOMEN'S CENTER | ||||||||
| 46 PLEASANT STREET | CAMBRIDGE | MA | 02139 | NONE | PUBLIC CHARITY | GENERAL FUNDING | $30,000 | |
| UMASS DARTMOUTH | ||||||||
| BOIVIN CENTER C/O UMASS DARTMOUTH | NO DARTMOUTH | MA | 02747 | NONE | PUBLIC CHARITY | GENERAL FUNDING | $25,000 | FOUNDATION ADMINISTRATION BUILDING |
| WASHINGTON SCHOOL FOR GIRLS | ||||||||
| 1901 MISSISSIPPI AVENUE SE | WASHINGTON | DC | 20020 | NONE | PUBLIC CHARITY | GENERAL FUNDING | $25,000 | |
| YMCA | ||||||||
| 12196 SUNSET HILLS RD | RESTON | VA | 201905840 | NONE | PUBLIC CHARITY | GENERAL FUNDING | $15,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $516,000 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| KENNEDY DONOVAN CENTER | |||||||
| ONE COMMERCIAL ST | FOXBORO | MA | 020352530 | NONE | PUBLIC CHARITY | GENERAL FUNDING | $25,000 |
| LEVINE SCHOOL OF MUSIC | |||||||
| 2801 UPTON STREET NW | WASHINGTON | DC | 20008 | NONE | PUBLIC CHARITY | GENERAL FUNDING | $75,000 |
| LIVE IT LEARN IT | |||||||
| 735 8TH ST SE SUITE 300 | WASHINGTON | DC | 20003 | NONE | PUBLIC CHARITY | GENERAL FUNDING | $25,000 |
| OUR SISTERS SCHOOL | |||||||
| 145 BROWNELL AVE | NEW BEDFORD | MA | 02740 | NONE | PUBLIC CHARITY | SCHOLARSHIPS FOR STUDENTS | $25,000 |
| SITAR ARTS CENTER | |||||||
| 1700 KALORAMA ROAD NW SUITE 101 | WASHINGTON | DC | 20009 | NONE | PUBLIC CHARITY | GENERAL FUNDING | $25,000 |
| WASHINGTON SCHOOL FOR GIRLS | |||||||
| 1901 MISSISSIPPI AVENUE SE | WASHINGTON | DC | 20020 | NONE | PUBLIC CHARITY | GENERAL FUNDING | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $200,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $257,270 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,905 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $308,702 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $567,877 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $567,877 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $21,165 | Amt |
| Net Investment Income | $2,305 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $18,860 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | UBS - CORPORATE STOCK | StockNm |
| EOY Book Value | $6,833,336 | EOYBookValueAmt |
| EOYFMV | $7,130,469 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | INVESTMENTS - MORGAN STANLEY | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $2,855,549 | BookValueAmt |
| EOYFMV | $3,758,414 | EOYFMVAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Revenue And Expenses Per Books | $1,905 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,905 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,905 | AdjustedNetIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OUTSTANDING CHECKS AT YEAR END | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $30,000 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONSULTING AND ADVISORY FEES | CategoryTxt |
| Amt | $86,144 | Amt |
| Net Investment Income | $86,144 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| COMM OF MASS FILING FEE | $70 | $0 | $70 |
| FEDERAL TAX PAYMENTS | $0 | $0 | $0 |
| FOREIGN TAXES PAID | $2,471 | $2,471 | $0 |