KBT CHARITABLE FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- KBT CHARITABLE FOUNDATION (EIN 20-2025601)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-06
- IRS object ID
- 202413119349100241
- 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 Other Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-06T13:44:01-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 341912961 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COHEN & COMPANY LTD | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | OFFICES LISTED AT | AddressLine1Txt |
| City | WWWCOHENCPACOM | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44115 | 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 | 202025601 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KBT CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KBTC | BusinessNameControlTxt |
| Phone | 7814611600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 846 UNIVERSITY AVENUE | AddressLine1Txt |
| City | NORWOOD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02062 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TYLER KORFF | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 7814611600 | PhoneNum |
| Signature | 2024-11-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| 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 | MICHAEL D SZYMKOWIAK | PreparerPersonNm |
| PTIN | P01785461 | PTIN |
| Phone | 8002291099 | PhoneNum |
| Preparation | 2024-11-04 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,456,203 | 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 | $1,886 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,886 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $126,009 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $126,009 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,230,133 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,354,860 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,230,133 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,358,028 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,358,028 | 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 | $8,110 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,055 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,055 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $35,879 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $35,879 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,061 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,421 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $1,640 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $48,050 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $42,355 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,695 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $402,100 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $402,100 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $450,150 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $42,355 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $407,795 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $907,878 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,315,673 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $65,208 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $184,548 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $184,548 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $4,060,649 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,890,497 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $5,271,655 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,125,857 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,075,045 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,456,203 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $4,125,857 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,075,045 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,125,857 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,075,045 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,125,857 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,075,045 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,125,857 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $907,878 | ExcessRevenueOverExpensesAmt |
| Other Increases | $41,310 | OtherIncreasesAmt |
| Subtotal | $5,075,045 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,075,045 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| MERRILL LYNCH #4019 - PUBLICLY TRADED SECURITIES | P | 2023-12-31 | $3 | $3 | $0 | $0 |
| MERRILL LYNCH #4019 - PUBLICLY TRADED SECURITIES | P | 2023-12-31 | $381,380 | $434,862 | -$53,482 | -$53,482 |
| MERRILL LYNCH #2332 - PUBLICLY TRADED SECURITIES | P | 2023-12-31 | $989,186 | $1,003,686 | -$14,500 | -$14,500 |
| MERRILL LYNCH #2332 - PUBLICLY TRADED SECURITIES | P | 2023-12-31 | $4,756,055 | $3,637,146 | $1,118,909 | $1,118,909 |
| MERRILL LYNCH #2332 - PUBLICLY TRADED SECURITIES | P | 2023-12-31 | $228,201 | $49,030 | $179,171 | $179,171 |
| CAPITAL GAINS DIVIDENDS | P | $35 | $35 | $35 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,230,133 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $18,288 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $18,288 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $18,288 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $30,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $30,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $91 | EsPenaltyAmt |
| Overpayment | $11,621 | OverpaymentAmt |
| Applied To ES Tax | $11,621 | 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 | TYLER J KORFF TRUSTEE | IndividualWithBooksNm |
| Phone | 7814611600 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 846 UNIVERSITY AVENUE | AddressLine1Txt |
| City | NORWOOD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02062 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| SHARI E REDSTONE | ||||||||
| 846 UNIVERSITY AVENUE | NORWOOD | MA | 02062 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| KIMBERLEE A KORFF | ||||||||
| 846 UNIVERSITY AVENUE | NORWOOD | MA | 02062 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| BRANDON J KORFF | ||||||||
| 846 UNIVERSITY AVENUE | NORWOOD | MA | 02062 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| TYLER J KORFF | ||||||||
| 846 UNIVERSITY AVENUE | NORWOOD | MA | 02062 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| 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 | $5,159,482 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $183,489 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,342,971 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,342,971 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $80,145 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,262,826 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $263,141 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $263,141 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $18,288 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $18,288 | TotalTaxAmt |
| Distributable Before Adj | $244,853 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $244,853 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $244,853 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $407,795 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $407,795 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $244,853 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $271,800 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $332,800 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $5,334 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $165,941 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $368,117 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,143,992 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $407,795 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $244,853 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $162,942 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,306,934 | 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 | $271,800 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,035,134 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $332,800 | ExcessFromYear4Amt |
| Excess From Year3 | $5,334 | ExcessFromYear3Amt |
| Excess From Year2 | $165,941 | ExcessFromYear2Amt |
| Excess From Year1 | $368,117 | ExcessFromYear1Amt |
| Excess From Current Year | $162,942 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | TYLER J KORFF TRUSTEE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 846 UNIVERSITY AVE | AddressLine1Txt |
| City | NORWOOD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02062 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7814611600 | RecipientPhoneNum |
| Form And Info And Materials | NONE | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 5TH AVENUE SYNAGOGUE | |||||||
| 5 E 62ND ST | NEW YORK | NY | 10065 | NONE | PUBLIC CHARITY | GENERAL | $15,000 |
| AMERICAN FRIENDS OF MEIR PANIM | |||||||
| 88 WALTON ST SUITE B1 | BROOKLYN | NY | 11206 | NONE | PUBLIC CHARITY | GENERAL | $15,000 |
| FOOD ALLERGY FUND | |||||||
| 3220 N ST NW 170 | WASHINGTON | DC | 20007 | NONE | PUBLIC CHARITY | GENERAL | $25,000 |
| LOS ANGELES POLICE FOUNDATION | |||||||
| US BANK TOWER 633 W 5TH ST 960 | LOS ANGELES | CA | 90071 | NONE | PUBLIC CHARITY | GENERAL | $10,000 |
| LUBAVITCH HOUSE AT THE UNIVERSITY OF PENNSYLVANIA | |||||||
| 4032 SPRUCE STREET | PHILDELPHIA | PA | 19104 | NONE | PUBLIC CHARITY | GENERAL | $18,600 |
| MEMORIAL SLOAN KETTERING CANCER CENTER | |||||||
| 1275 YORK AVENUE | NEW YORK | NY | 10065 | NONE | PUBLIC CHARITY | GENERAL | $20,000 |
| PEF ISRAEL ENDOWMENT | |||||||
| 630 3RD AVE 15TH | NEW YORK | NY | 10017 | NONE | PUBLIC CHARITY | GENERAL | $14,000 |
| RAMAZ SCHOOL | |||||||
| 60 EAST 78TH STREET | NEW YORK | NY | 10075 | NONE | PUBLIC CHARITY | GENERAL | $25,000 |
| TIKVA CHILDREN'S HOME | |||||||
| 8 HENDERSON DRIVE | WEST CALDWELL | NJ | 07006 | NONE | PUBLIC CHARITY | GENERAL | $5,000 |
| TZOHAR HALEV INC | |||||||
| 1742 51ST STREET | BROOKLYN | NY | 11204 | NONE | PUBLIC CHARITY | GENERAL | $7,000 |
| CENTRAL FUND OF ISRAEL | |||||||
| 461 CENTRAL AVE | CEDARHURST | NY | 11516 | NONE | PUBLIC CHARITY | GENERAL | $10,000 |
| FRIENDS OF SHEBA | |||||||
| 575 MADISON AVE 10TH FLOOR | NEW YORK | NY | 10022 | NONE | PUBLIC CHARITY | GENERAL | $10,000 |
| CHABAD OF POTOMAC VILLAGE | |||||||
| 11621 SEVEN LOCKS ROAD | POTOMAC | MD | 20854 | NONE | PUBLIC CHARITY | GENERAL | $20,000 |
| CHABAD AT COLUMBIA INC | |||||||
| 625 W 113TH ST | NEW YORK | NY | 10025 | NONE | PUBLIC CHARITY | GENERAL | $35,000 |
| PKUDAT CHAIM INC | |||||||
| 6942 184TH ST | FRESH MEADOWS | NY | 113653538 | NONE | PUBLIC CHARITY | GENERAL | $25,000 |
| SIMON WIESENTHAL CENTER INC | |||||||
| 1399 SOUTH ROXBURY DRIVE | LOS ANGELES | CA | 90035 | NONE | PUBLIC CHARITY | GENERAL | $100,000 |
| UNION OF ORTHODOX JEWISH CONGREGATIONS OF AMERICA | |||||||
| 40 RECTOR ST | NEW YORK | NY | 10006 | NONE | PUBLIC CHARITY | GENERAL | $2,500 |
| CHABAD MITZVAH WORKSHOPS | |||||||
| 166 W 97TH ST | NEW YORK | NY | 10025 | NONE | PUBLIC CHARITY | GENERAL | $5,000 |
| WEINBERG CENTER FOR JUSTICE | |||||||
| 5901 PALISADE AVENUE | RIVERDALE | NY | 10471 | NONE | PUBLIC CHARITY | GENERAL | $40,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $402,100 | 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 | $1,886 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $126,009 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,230,133 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,358,028 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,358,028 | 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 | $8,110 | Amt |
| Net Investment Income | $4,055 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,055 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MERRILL LYNCH #4019 | AT COST | $9,606 | $121,145 |
| MERRILL LYNCH #2332 | AT COST | $4,880,891 | $5,150,510 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (4 entries)
| DescDesc | AmtAmt |
|---|---|
| NON DIVIDEND DISTRIBUTIONS | $44 |
| COST BASIS ADJUSTMENT | $3,467 |
| TIMING DIFFERENCES | $29,250 |
| NON TAXABLE INCOME | $8,549 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $35,879 | Amt |
| Net Investment Income | $35,879 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $2,421 | $2,421 | $0 |
| FEDERAL TAXES PAID | $1,640 | $0 | $1,640 |