RUDERMAN FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- RUDERMAN FAMILY FOUNDATION (EIN 04-3334973)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-14
- IRS object ID
- 202413199349103151
- 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
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-14T11:54:52-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 050409384 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KAHN LITWIN RENZA & CO LTD | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 99 SUMMER STREET SUITE 520 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | 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 | 043334973 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RUDERMAN FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RUDE | BusinessNameControlTxt |
| Phone | 6175599919 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 590100 716 BEACON STREET | AddressLine1Txt |
| City | NEWTON CENTER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02459 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAY RUDERMAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6175599919 | PhoneNum |
| Signature | 2024-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PAUL NADEAU | PreparerPersonNm |
| PTIN | P01406554 | PTIN |
| Phone | 6172368098 | PhoneNum |
| Preparation | 2024-11-13 | 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 | $171,636,303 | 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 | $131,874 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $131,874 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $6,557,432 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6,557,432 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$1,487,589 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $29,579,291 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $5,201,717 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6,689,306 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $680,118 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $612,106 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $566,271 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $509,644 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $259,581 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $233,623 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $76,813 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $69,132 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $123,213 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $110,891 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $172,920 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $172,920 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $405,604 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $52,857 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $79,022 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $19,863 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $19,863 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $23,295 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $20,966 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,379,162 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,363,182 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,706,840 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $225,777 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,018,429 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,323,705 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,323,705 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $9,030,545 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $225,777 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $8,342,134 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$3,828,828 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,463,529 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,852,219 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,327,028 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,327,028 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $123,371,881 | CorporateStockBOYAmt |
| Corporate Stock EOY | $121,376,151 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $128,278,165 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $42,413,681 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $39,936,624 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $40,031,110 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $168,637,781 | TotalAssetsBOYAmt |
| Total Assets EOY | $164,639,803 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $171,636,303 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $19,415 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $18,744 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $19,415 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $18,744 | 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 | $168,618,366 | RetainedEarningBOYAmt |
| Retained Earning EOY | $164,621,059 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $168,618,366 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $164,621,059 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $168,637,781 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $164,639,803 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $168,618,366 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$3,828,828 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $164,789,538 | SubtotalAmt |
| Other Decreases | $168,479 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $164,621,059 | 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 #2J28 | P | 2023-12-31 | $1,167,000 | $1,167,000 | $0 | $0 |
| MERRILL #2J28 | P | 2023-12-31 | $486,655 | $488,000 | -$1,345 | -$1,345 |
| MERRILL #2J28 | P | 2023-12-31 | $1,174,000 | $1,174,000 | $0 | $0 |
| MERRILL #4E58 | P | 2023-12-31 | $16,795,620 | $17,793,824 | -$998,204 | -$998,204 |
| MERRILL #4E58 | P | 2023-12-31 | $9,955,047 | $10,444,056 | -$489,009 | -$489,009 |
| CAPITAL GAINS DIVIDENDS | P | $969 | $969 | $969 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$1,487,589 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $89,843 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $89,843 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $89,843 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $93,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $50,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $143,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $2,373 | EsPenaltyAmt |
| Overpayment | $50,784 | OverpaymentAmt |
| Applied To ES Tax | $50,784 | 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 | WWW.RUDERMANFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | JAY RUDERMAN | IndividualWithBooksNm |
| Phone | 6175599919 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 590100 716 BEACON STREET | AddressLine1Txt |
| City | NEWTON CENTER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02459 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| 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 (7 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 |
|---|---|---|---|---|---|---|---|---|
| JAY SETH RUDERMAN | ||||||||
| PO BOX 590100 716 BEACON STREET | NEWTON CENTER | MA | 02459 | PRESIDENT & TRUSTEE | 50.00 | $330,687 | $32,662 | $0 |
| SHARON ELLEN SHAPIRO | ||||||||
| PO BOX 590100 716 BEACON STREET | NEWTON CENTER | MA | 02459 | COMMUNITY LIAISON & TRUSTEE | 30.00 | $123,693 | $32,590 | $0 |
| TODD ADAM RUDERMAN | ||||||||
| PO BOX 590100 716 BEACON STREET | NEWTON CENTER | MA | 02459 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| MARCIA RUDERMAN | ||||||||
| PO BOX 590100 716 BEACON STREET | NEWTON CENTER | MA | 02459 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| LAWRENCE JACOBS | ||||||||
| PO BOX 590100 716 BEACON STREET | NEWTON CENTER | MA | 02459 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| SHIRA RUDERMAN | ||||||||
| PO BOX 590100 716 BEACON STREET | NEWTON CENTER | MA | 02459 | EXECUTIVE DIRECTOR | 40.00 | $225,738 | $667 | $0 |
| HANNA SHAUL BAR NISSIM | ||||||||
| PO BOX 590100 716 BEACON STREET | NEWTON CENTER | MA | 02459 | DEPUTY DIRECTOR | 40.00 | $156,716 | $24,972 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| PETER TWICHELL | ||||||||
| PO BOX 590100 716 BEACON STREET | NEWTON CENTER | MA | 02459 | PROGRAM OFFICER - ME | 40.00 | $90,738 | $24,972 | $0 |
| LATOYA ROWELL | ||||||||
| PO BOX 590100 716 BEACON STREET | NEWTON CENTER | MA | 02459 | EXECUTIVE ASSISTANT | 40.00 | $80,785 | $401 | $0 |
| MICHELLE ZEITLER | ||||||||
| PO BOX 590100 716 BEACON STREET | NEWTON CENTER | MA | 02459 | PROGRAM OFFICER | 40.00 | $44,223 | $9,253 | $0 |
| NICOLE CHERMAK | ||||||||
| PO BOX 590100 716 BEACON STREET | NEWTON CENTER | MA | 02459 | PROGRAM ASSOCIATES ( | 40.00 | $41,469 | $11,506 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| POD PEOPLE | |||||
| 7190 W SUNSET BLVD 16D | LOS ANGELES | CA | 90046 | PODCASTING & MARKETING | $248,006 |
| MERRILL LYNCH PIERCE FENNER & SMITH INC | |||||
| 1500 AMERICAN BLVD | PENNINGTON | NJ | 085344129 | INVESTMENT ADVISORY | $172,578 |
| KAHN LITWIN RENZA & CO LTD | |||||
| 951 NORTH MAIN STREET | PROVIDENCE | RI | 02904 | ACCOUNTING AND TAX | $123,213 |
| BEACON HILL STAFFING GROUP LLC | |||||
| 152 BOWDOIN STREET | BOSTON | MA | 02108 | STAFFING | $95,326 |
| LANGRICK MEDIA | |||||
| 811 WILSHIRE BLVD 17TH FL | LOS ANGELES | CA | 90017 | CONSULTING | $83,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | AN AGREEMENT TO FINANCE A DOCUMENTARY FILM PROJECT FOCUSED ON SOCIAL JUSTICE. | Description1Txt |
| Expenses1 | $200,000 | Expenses1Amt |
| Total | $200,000 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $165,297,029 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,635,794 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $168,932,823 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $168,932,823 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,533,992 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $166,398,831 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $8,319,942 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $8,319,942 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $89,843 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $89,843 | TotalTaxAmt |
| Distributable Before Adj | $8,230,099 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $8,230,099 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $8,230,099 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $8,342,134 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $200,000 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $8,542,134 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $8,230,099 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,378,868 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $8,542,134 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,378,868 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $7,163,266 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $1,066,833 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SHARON E SHAPIRO | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 590100 716 BEACON STREET | AddressLine1Txt |
| City | NEWTON CENTER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02459 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6175999919 | RecipientPhoneNum |
| Form And Info And Materials | NOT APPLICABLE | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | ORGANIZATIONS MUST QUALIFY UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (45 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Address Line1RecipientForeignAddress/AddressLine1Txt | Address Line2RecipientForeignAddress/AddressLine2Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ACADEMY FOUNDATION | |||||||||||||
| 8949 WILSHIRE BLVD | BEVERLY HILLS | CA | 90211 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $420,000 | ||||||
| AMERICAN FRIENDS OF NATAL | |||||||||||||
| 1120 AVENUE OF THE AMERICAS FOURTH | NEW YORK | NY | 10036 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $220,000 | FLOOR | |||||
| AMERICAN FRIENDS OF TEL AVIV UNIVERSITY | |||||||||||||
| 39 BROADWAY SUITE 1510 | NEW YORK | NY | 10006 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $230,000 | ||||||
| AMERICAN SOCIETY OF THE UNIV OF HAIFA | |||||||||||||
| 57 WEST 57TH STREET STE 300 | NEW YORK | NY | 10019 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $400,000 | ||||||
| ANTI-DEFAMATION LEAGUE (ADL) | |||||||||||||
| 40 COURT STREET | BOSTON | MA | 02108 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $100,000 | ||||||
| BABSON COLLEGE | |||||||||||||
| 231 FOREST STREET | BABSON PARK | MA | 02457 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $100,000 | ||||||
| BRANDEIS UNIVERSITY | |||||||||||||
| PO BOX 549110 | WALTHAM | MA | 02454 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $460,000 | ||||||
| BRING CHANGE TO MIND | |||||||||||||
| 155 SANSOME ST 530 | SAN FRANCISCO | CA | 94104 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 | ||||||
| BROOKLINE COMMUNITY MENTAL HEALTH CENTER | |||||||||||||
| 41 GARRISON ROAD | BROOKLINE | MA | 02445 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $250,000 | ||||||
| COMBINED JEWISH PHILANTHROPIES | |||||||||||||
| 126 HIGH STREET | BOSTON | MA | 02110 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $230,000 | ||||||
| EASTERSEALS SOUTHERN CALIFORNIA | |||||||||||||
| 1063 MCGAW AVENUE SUITE 100 | IRVINE | CA | 92614 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 | ||||||
| EPSTEIN HILLEL SCHOOL | |||||||||||||
| SIX COMMUNITY ROAD | MARBLEHEAD | MA | 01945 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $45,000 | ||||||
| EVA'S HEROES | |||||||||||||
| 11120 WURZBACH RD 300 | SAN ANTONIO | TX | 78230 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $50,000 | ||||||
| FRIENDS OF THE ISRAEL DEFENSE FORCES | |||||||||||||
| 8177 GLADES RD | BOCA RATON | FL | 33434 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $120,000 | ||||||
| GATEWAYS - ACCESS TO JEWISH EDUCATION | |||||||||||||
| 333 NAHANTON SREET | NEWTON | MA | 02459 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $25,000 | ||||||
| GEENA DAVIS INSTITUTE ON GENDER IN MEDIA | |||||||||||||
| 4712 ADMIRALTY WAY SUITE 455 | MARINA DEL RAY | CA | 90292 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 | ||||||
| GIVING GROUP COMMUNITY - OSIM SHECHUNA | |||||||||||||
| 5101 SANTA MONICA BLVD STE 8 | LOS ANGELES | CA | 90029 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $200,000 | ||||||
| HEBREW SENIORLIFE | |||||||||||||
| 1200 CENTRE STREET | BOSTON | MA | 02131 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $100,000 | ||||||
| INDIANA UNIVERSITY LILLY FAMILY SCHOOL | |||||||||||||
| LOT 81 301 UNIVERSITY BLVD | INDIANAPOLIS | IN | 46202 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $100,000 | ||||||
| JDC AMERICAN JEWISH JOINT DISTRIBUTION COMM | |||||||||||||
| 220 EAST 42ND STREET | NEW YORK | NY | 10017 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $607,000 | ||||||
| JEWISH ADOPTION & FOSTER CARE OPTIONS | |||||||||||||
| 4200 N UNIVERSITY DRIVE | SUNRISE | FL | 33351 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $20,000 | ||||||
| JEWISH BIG BROTHERS BIG SISTERS | |||||||||||||
| 1430 MAIN ST | WALTHAM | MA | 02451 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $1,000 | ||||||
| JEWISH JOURNAL | |||||||||||||
| PO BOX 2089 | SALEM | MA | 01970 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 | ||||||
| JEWISH NATIONAL FUND | |||||||||||||
| 78 RANDALL AVENUE | ROCKVILLE CENTER | NY | 11570 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $100,000 | ||||||
| KESHET BROADCASTING LTD | |||||||||||||
| NONE | PUBLIC CHARITY | GENERAL PURPOSE | $162,000 | 12 RAOUL WALLENBERG STREET POB | 58151 | TEL AVIV | IS | 6971910 | |||||
| LITERACY PARTNERS | |||||||||||||
| 75 MAIDEN LN 1102 | NEW YORK | NY | 10038 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $20,000 | ||||||
| MA GENERAL HOSPITALLURIE CENTER | |||||||||||||
| 125 NASHUA STREET SUITE 540 | BOSTON | MA | 02114 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 | ||||||
| MATAN | |||||||||||||
| 520 EIGHTH AVENUE 4TH FLOOR | NEW YORK | NY | 10018 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $3,600 | ||||||
| MERONA LEADERSHIP FOUNDATION | |||||||||||||
| 15910 VENTURA BLVD SUITE 700 | ENCINO | CA | 91436 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $20,000 | ||||||
| NETWORK CONTAGION RESEARCH INSTITUTE | |||||||||||||
| 30 VALLEY ROAD | PRINCETON | NJ | 08540 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $34,750 | ||||||
| NEW ENGLAND YACHAD (NJCD) | |||||||||||||
| 384 HARVARD STREET | BROOKLINE | MA | 02446 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $1,000 | ||||||
| NEW META ENTERTAINMENT INC (NME) | |||||||||||||
| 25 LAFAYETTE ST | NEWARK | NJ | 07102 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $150,000 | ||||||
| NORTH AMERICAN SOCIETY FOR THE SOCIOLOGY OF SPORT (NASSS) | |||||||||||||
| PO BOX 291 | BOWLING GREEN | OH | 43402 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $3,600 | ||||||
| NORTHEASTERN UNIVERSITY | |||||||||||||
| 716 COLUMBUS AVENUE SUITE 402 | BOSTON | MA | 02120 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 | ||||||
| PATHFINDERS JUSTICE INITIATIVE INC | |||||||||||||
| 3333 HENRY HUDSON PARKWAY SUITE 17B | RIVERDALE | NY | 10463 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $500 | ||||||
| PHILANTHROPY MASSACHUSETTS | |||||||||||||
| 133 FEDERAL ST 802 | BOSTON | MA | 02110 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $3,000 | ||||||
| PRIZMAH CENTER FOR JEWISH EDUCATION | |||||||||||||
| 25 BROADWAY SUITE 1700 | NEW YORK | NY | 10004 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $45,000 | ||||||
| RED SOX FOUNDATION | |||||||||||||
| 4 JERSEY STREET | BOSTON | MA | 02215 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $185,155 | ||||||
| STUDENTS SUPPORTING ISRAEL | |||||||||||||
| 3131 FERNBROOK LN N SUITE 223 | PLYMOUTH | MN | 55447 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 | ||||||
| THE AMERICAN FRIENDS OF THE ASSO FOR THE ADVANCEMENT OF COMMUNITY CENTER | |||||||||||||
| 1466 MANOR RD | STATEN ISLAND | NY | 10314 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $50,000 | ||||||
| THE GESHER FOUNDATION INC | |||||||||||||
| 511 6TH AVENUE SUITE 444 | NEW YORK | NY | 10011 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $126,000 | ||||||
| THE PRINCETON REVIEW - TPR EDUCATION | |||||||||||||
| 1320 CENTRE ST SUITE 400 | NEWTON CENTER | MA | 02459 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $266,000 | ||||||
| THE PUBLIC GOOD PROJECTS | |||||||||||||
| 1385 BROADWAY 23RD FLOOR | NEW YORK | NY | 10018 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $55,000 | ||||||
| VARIETY MEDIA LLC | |||||||||||||
| 11175 SANTA MONICA BLVD 9TH FL | LOS ANGELES | CA | 90025 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $235,000 | ||||||
| WILLIAM JAMES COLLEGE | |||||||||||||
| 1 WELLS AVENUE | NEWTON | MA | 02459 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $135,100 | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,323,705 | 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 | $131,874 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,557,432 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$1,487,589 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $5,201,717 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,201,717 | 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 | $123,213 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $110,891 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $121,376,151 | EOYBookValueAmt |
| EOYFMV | $128,278,165 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| EXCHANGE TRADED FUNDS | AT COST | $38,580,622 | $38,676,875 |
| CONVERTIBLE NOTE - THE AFFINITY PROJECT | AT COST | $200,002 | $200,002 |
| CONVERTIBLE NOTE - ANGEL SENSE LTD | AT COST | $370,000 | $370,000 |
| CERTIFICATE OF DEPOSIT | AT COST | $586,000 | $584,233 |
| PROGRAM RELATED INVESTMENTS | AT COST | $200,000 | $200,000 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $76,813 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $69,132 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD TIMING ADJUSTMENT | Desc |
| Amt | $168,479 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| COMPUTER SERVICES | $91,162 | $0 | $82,046 |
| DUES AND SUBSCRIPTIONS | $16,000 | $0 | $14,400 |
| PROGRAM DEVELOPMENT & STRATEGY | $122,839 | $0 | $122,839 |
| INSURANCE | $10,174 | $0 | $9,157 |
| OFFICE EXPENSE | $36,706 | $0 | $33,035 |
| ORGANIZATIONAL DEVELOPMENT | $24,784 | $0 | $24,784 |
| PROGRAM EXPENSES AND MATERIALS | $1,071,738 | $0 | $1,071,738 |
| PAYROLL SERVICE | $5,759 | $0 | $5,183 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CREDIT CARD PAYABLE | Desc |
| BOY Book Value | $19,415 | BOYBookValueAmt |
| EOY Book Value | $18,744 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $172,920 | Amt |
| Net Investment Income | $172,920 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $52,857 | $52,857 | $0 |
| PAYROLL TAXES | $87,247 | $0 | $78,522 |
| FEDERAL & STATE TAXES | $265,500 | $0 | $500 |