FEIBELMAN FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- FEIBELMAN FOUNDATION (EIN 05-0499644)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-12
- IRS object ID
- 202331329349101523
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-12T11:28:46-04:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 050401635 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WEINBERG & CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 CENTERVILLE ROAD SUITE 350W | AddressLine1Txt |
| City | WARWICK | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 028860217 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 050499644 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FEIBELMAN FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O BARBARA FEIBELMAN | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FEIB | BusinessNameControlTxt |
| Phone | 4012722178 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 330 LLOYD AVENUE | AddressLine1Txt |
| City | PROVIDENCE | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02906 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BARBARA FEIBELMAN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 4012722178 | PhoneNum |
| Signature | 2023-05-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | BARBARA | PersonFirstNm |
| Person Last | FEIBELMAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CARL WEINBERG CPA | PreparerPersonNm |
| PTIN | P00238955 | PTIN |
| Phone | 4017376300 | PhoneNum |
| Preparation | 2023-05-09 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $13,495,568 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $127,006 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $377 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $377 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $308,597 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $308,597 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $750,728 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,697,622 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $750,728 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$22 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $1,186,686 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,059,702 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $4,350 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,350 | AccountingFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $16,443 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $8,943 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $116 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $116 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $20,909 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $13,409 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,187,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,187,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,207,909 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $13,409 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,187,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$21,223 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,046,293 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $7,720,764 | CashBOYAmt |
| Cash EOY | $432,718 | CashEOYAmt |
| Cash EOYFMV | $432,718 | CashEOYFMVAmt |
| Corporate Stock BOY | $8,830,643 | CorporateStockBOYAmt |
| Corporate Stock EOY | $13,062,850 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $13,062,850 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $16,551,407 | TotalAssetsBOYAmt |
| Total Assets EOY | $13,495,568 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $13,495,568 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $16,551,407 | RetainedEarningBOYAmt |
| Retained Earning EOY | $13,495,568 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $16,551,407 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $13,495,568 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $16,551,407 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $13,495,568 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $16,551,407 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$21,223 | ExcessRevenueOverExpensesAmt |
| Subtotal | $16,530,184 | SubtotalAmt |
| Other Decreases | $3,034,616 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $13,495,568 | 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 |
|---|---|---|---|---|---|
| SEE WORKSHEET | P | $2,026,285 | $1,244,421 | $781,864 | $781,864 |
| SEE WORKSHEET | P | $666,160 | $702,473 | -$36,313 | -$36,313 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $750,728 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $781,864 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $14,543 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $14,543 | SubtotalAmt |
| Tax Based On Investment Income | $14,543 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $21,682 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $21,682 | TotalPaymentsAndCreditsAmt |
| Overpayment | $7,139 | OverpaymentAmt |
| Applied To ES Tax | $7,139 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | RI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | BARBARA FEIBELMAN | IndividualWithBooksNm |
| Phone | 4012722178 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 330 LLOYD AVENUE | AddressLine1Txt |
| City | PROVIDENCE | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02906 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BARBARA FEIBELMAN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 330 LLOYD AVENUE | AddressLine1Txt |
| City | PROVIDENCE | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02906 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 6.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $10,946,747 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,076,741 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $15,023,488 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $15,023,488 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $225,352 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $14,798,136 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $739,907 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $739,907 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $14,543 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $14,543 | TotalTaxAmt |
| Distributable Before Adj | $725,364 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $725,364 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $725,364 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,187,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,187,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $725,364 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $98,295 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr2 | $20,997 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $989,793 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,109,085 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,187,000 | QualifyingDistributionsAmt |
| Applied To Current Year | $725,364 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $461,636 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,570,721 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $98,295 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,472,426 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $20,997 | ExcessFromYear2Amt |
| Excess From Year1 | $989,793 | ExcessFromYear1Amt |
| Excess From Current Year | $461,636 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | H JACK FEIBELMAN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BROWN UNIVERSITY | |||||||
| PO BOX 1893 | PROVIDENCE | RI | 02912 | NONE | EXEMPT | CHARITABLE | $4,500 |
| DORCAS INTERNATIONAL INSTIT OF RI | |||||||
| 645 ELMWOOD AVENUE | PROVIDENCE | RI | 02907 | NONE | EXEMPT | CHARITABLE | $7,500 |
| J ARNHOLZ FOUNDATION | |||||||
| 3501 N OCEAN DR PH | HOLLYWOOD | FL | 33019 | NONE | EXEMPT | CHARITABLE | $10,000 |
| JEWISH FEDERATION OF RI | |||||||
| 130 SESSIONS STREET | PROVIDENCE | RI | 02860 | NONE | EXEMPT | CHARITABLE | $10,000 |
| TEMPLE BETH-EL | |||||||
| 70 ORCHARD DRIVE | PROVIDENCE | RI | 02906 | NONE | EXEMPT | CHARITABLE | $515,000 |
| VARIOUS CHARITIES | |||||||
| VARIOUS ADDRESSES | VARIOUS | RI | 02906 | NONE | EXEMPT | CHARITABLE | $3,500 |
| DENISON UNIVERSITY | |||||||
| 100 WEST COLLEGE STREET | GRANVILLE | OH | 43023 | NONE | EXEMPT | CHARITABLE | $1,500 |
| PROVIDENCE YOUTH STUDENT MOVEMENT | |||||||
| 669 ELMWOOD AVENUE B13 | PROVIDENCE | RI | 02907 | NONE | EXEMPT | CHARITABLE | $1,000 |
| UNITED WAY | |||||||
| 50 VALLEY STREET | PROVIDENCE | RI | 02909 | NONE | EXEMPT | CHARITABLE | $25,000 |
| AMERICAN CANCER SOCIETY | |||||||
| 931 JEFFERSON BLVD | WARWICK | RI | 02886 | NONE | EXEMPT | CHARITABLE | $5,000 |
| HADASSAH WOMEN'S ZIONIST ORG | |||||||
| 17 POCAHONTAS DRIVE | MIDDLETOWN | RI | 02842 | NONE | EXEMPT | CHARITABLE | $1,000 |
| LIFESPAN FOUNDATION | |||||||
| 167 POINT STREET | PROVIDENCE | RI | 02903 | NONE | EXEMPT | CHARITABLE | $600,000 |
| RHODE ISLAND COMMUNITY FOOD BANK | |||||||
| 200 NIANTIC AVENUE | PROVIDENCE | RI | 02907 | NONE | EXEMPT | CHARITABLE | $2,500 |
| TRUE NORTH TREKS | |||||||
| 2219 COLFAX STREET | EVANSTON | IL | 60201 | NONE | EXEMPT | CHARITABLE | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,187,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $377 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $308,597 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $750,728 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER LOSS | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | -$22 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,059,680 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,059,680 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | H JACK FEIBELMAN | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 330 LLOYD AVENUE | AddressLine1Txt |
| City | PROVIDENCE | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02906 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $127,006 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,350 | Amt |
| Net Investment Income | $4,350 | NetInvestmentIncomeAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (51 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 73172.1750 SH SCHWAB S&P 500 INDEX | $4,299,597 | $4,299,597 |
| 115965.4790 SH SCHWAB INTERNATIONAL | $2,289,159 | $2,289,159 |
| 32535.0960 SH SCHWAB US MID CAP | $1,665,472 | $1,665,472 |
| 97606.0780 VANGUARD SHORT-TERM BOND | $963,372 | $963,372 |
| 18704 SH SCHWAB INTERMEDIATE TERM | $920,798 | $920,798 |
| 24918.5850 SH VANGUARD EMERGING MKTS | $807,611 | $807,611 |
| 15442.9030 SH FPA CRESCENT | $514,866 | $514,866 |
| 52230.3520 SH BLACKROCK STRAT INCO | $480,519 | $480,519 |
| 43285.9750 SH T. ROWE PRICE INSTL | $397,365 | $397,365 |
| 16758.6660 SH VANGUARD SHORT-TERM | $392,488 | $392,488 |
| 2836.4480 SH VANGUARD REAL ESTATE | $331,496 | $331,496 |
| 4000 SH FREDDIE MAC 6.25%28 | $102 | $102 |
| 3000 SH FREDDIE MAC 7%26 | $5 | $5 |
| 15000 SH FEDERAL NATL MTG ASSN | ||
| 62 SH NATWEST GROUP PLC (RBSPF) | ||
| 7 SH POST HOLDINGS INC | ||
| 100 SH TEVA PHARMACEUTICAL INDS | ||
| 36 SH SYLVAMO CORP | ||
| 248 SH ENTERPRISE PRODS PART LP | ||
| 50 SH HERSHEY COMPANY | ||
| 300 SH BANK OF AMERICA CORP | ||
| 200 SH INVESCO S&P 500 | ||
| 333 SH CORTEVA INC | ||
| 461 SH KRAFT HEINZ COMPANY | ||
| 400 SH INTERNTNL PAPER | ||
| 333 SH DOW CHEMICAL CO | ||
| 58 SH MICROSOFT CORP | ||
| 250 SH DOMINION ENERGY INC | ||
| 100 SH SUN COMMUNITIES | ||
| 300 SH PHILLIPS 66 | ||
| 150 SH WASTE MGMT INC | ||
| 333 SH DUPONT DE NEMOURS INC | ||
| 500 SH GILEAD SCIENCES INC | ||
| 1930 SH ISHARES GLOBAL CLEAN | ||
| 600 SH CONOCO PHILLIPS | ||
| 150 SH BERKSHIRE HATHAWAY INC | ||
| 1000 SH ALTRIA GROUP INC | ||
| 136 SH GOLDMAN SACHS GROUP | ||
| 700 SH CONSOLIDATED EDISON | ||
| 348 SH CLOROX COMPANY | ||
| 1230 SH INTEL CORP | ||
| 250 SH MCDONALDS CORP | ||
| 1300 SH UNILEVER PLC F | ||
| 250 SH LOCKHEED MARTIN CORP | ||
| 1384 SH MONDELEZ INTL INC | ||
| 700 SH PROCTER & GAMBLE | ||
| 500 SH JOHNSON & JOHNSON | ||
| 2000 SH PHILIP MORRIS INTL INC | ||
| 3000 SH JPMORGAN CHASE & CO | ||
| 66208.1100 SHS SCHWAB US AGGREGATE B | ||
| 556 SH KINDER MORGAN INC |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DECREASE IN FMV OF SECURITIES | Desc |
| Amt | $3,034,616 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| BANK SERVICE FEES | $66 | $66 |
| FILING FEES | $50 | $50 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER LOSS | Desc |
| Revenue And Expenses Per Books | -$22 | RevenueAndExpensesPerBooksAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES ON DIVIDENDS | $8,943 | $8,943 |
| FEDERAL TAXES | $7,500 |