COLEMAN FAMILY CHARITABLE FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- COLEMAN FAMILY CHARITABLE FOUNDATION (EIN 26-1373618)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-08-02
- IRS object ID
- 202302149349101100
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-08-02T08:25:27-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | 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 | 261373618 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Coleman Family Charitable Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | COLE | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 Commerce Drive Suite 305 | AddressLine1Txt |
| City | Newark | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 19713 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | marjorie coleman | PersonNm |
| Person Title | president | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2023-07-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | marjorie | PersonFirstNm |
| Person Last | coleman | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| 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 | $9,969,930 | 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 | $154,167 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $33,859 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $33,859 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $12,104 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6,548 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$1,171 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $332 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $77,478 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $77,478 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $276,437 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $117,885 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Taxes Rev And Expnss | $3,700 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $54,761 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $21,597 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $33,164 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $58,461 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $21,597 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $33,164 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $379,550 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $379,550 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $438,011 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $21,597 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $412,714 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$161,574 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $96,288 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $3,629,696 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,413,744 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,413,744 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $336,163 | CorporateStockBOYAmt |
| Corporate Stock EOY | $336,150 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $436,051 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $5,519,089 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $5,573,480 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $6,120,135 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $9,484,948 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,323,374 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,969,930 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $9,484,948 | RetainedEarningBOYAmt |
| Retained Earning EOY | $9,323,374 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,484,948 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,323,374 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,484,948 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,323,374 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,484,948 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$161,574 | ExcessRevenueOverExpensesAmt |
| Subtotal | $9,323,374 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $9,323,374 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| Publicly-traded Securities | $332 | $13 | $319 | $319 |
| CAPITAL GAIN FROM JCIF | -$1,490 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$1,171 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,338 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,338 | SubtotalAmt |
| Tax Based On Investment Income | $1,338 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,520 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $5,520 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $4,182 | OverpaymentAmt |
| Applied To ES Tax | $1,400 | AppliedToESTaxAmt |
| Refund | $2,782 | RefundAmt |
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 | DE | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| 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 (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 |
|---|---|---|---|---|---|---|---|---|
| Marjorie T Coleman | ||||||||
| 100 Commerce Drive Suite 305 | Newark | DE | 19713 | Dir, Pres | 1.0 | $0 | $0 | $0 |
| Rebekah Coleman | ||||||||
| 100 Commerce Drive Suite 305 | Newark | DE | 19713 | Dir, Sec | 1.0 | $0 | $0 | $0 |
| Sarah R Coleman | ||||||||
| 100 Commerce Drive Suite 305 | Newark | DE | 19713 | Dir, Treas | 1.0 | $0 | $0 | $0 |
| William R Coleman | ||||||||
| 100 Commerce Drive Suite 305 | Newark | DE | 19713 | Dir, Sec, Treas | 1.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $445,594 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,585,373 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $6,120,135 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,151,102 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $10,151,102 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $152,267 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,998,835 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $499,942 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $499,942 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,338 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,338 | TotalTaxAmt |
| Distributable Before Adj | $498,604 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $498,604 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $498,604 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $412,714 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $412,714 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $498,604 | DistributableAsAdjustedAmt |
| Prior Year1 | 2020 | PriorYear1Yr |
| Prior Year2 | 2019 | PriorYear2Yr |
| Prior Year3 | 2018 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $220,380 | ExcessDistributionCyovYr5Amt |
| Total Excess Distribution Cyov | $220,380 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $412,714 | QualifyingDistributionsAmt |
| Applied To Current Year | $412,714 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $85,890 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $85,890 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $134,490 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $134,490 | ExcessDistriCyovFromYr5Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Marjorie T Coleman | ContributingManagerNm |
| Contributing Manager | WILLIAM R COLEMAN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (53 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BARD HIGH SCHOOL EARLY COLLEGE QUEENS | |||||||
| 30-20 THOMSON AVE | LONG ISLAND CITY | NY | 11101 | N/A | GOV | General & Unrestricted | $20,000 |
| BROOKLYN ACADEMY OF MUSIC INC | |||||||
| 30 LAFAYETTE AVE | BROOKLYN | NY | 11217 | N/A | PC | General & Unrestricted | $1,000 |
| BROOKLYN BOTANIC GARDEN CORPORATION | |||||||
| 1000 WASHINGTON AVE | BROOKLYN | NY | 11225 | N/A | PC | General & Unrestricted | $1,000 |
| BROOKLYN BRIDGE PARK CONSERVANCY INC | |||||||
| 334 FURMAN ST | BROOKLYN | NY | 11201 | N/A | PC | General & Unrestricted | $500 |
| BROOKLYN COMMUNITY FOUNDATION | |||||||
| 1000 DEAN ST STE 307 | BROOKLYN | NY | 11238 | N/A | PC | General & Unrestricted | $3,500 |
| BROOKLYN COMMUNITY HOUSING AND SERVICES INC | |||||||
| 105 CARLTON AVE | BROOKLYN | NY | 11205 | N/A | PC | General & Unrestricted | $2,500 |
| BROOKLYN HEIGHTS SYNAGOGUE | |||||||
| 131 REMSEN ST | BROOKLYN | NY | 11201 | N/A | PC | General & Unrestricted | $7,500 |
| BROOKLYN HEIGHTS SYNAGOGUE | |||||||
| 131 REMSEN ST | BROOKLYN | NY | 11201 | N/A | PC | Capital Campaign for new building. | $50,000 |
| BROOKLYN HEIGHTS SYNAGOGUE | |||||||
| 131 REMSEN ST | BROOKLYN | NY | 11201 | N/A | PC | Yom Kippur Appeal | $10,000 |
| BROOKLYN INSTITUTE OF ARTS AND SCIENCES DBA BROOKL | |||||||
| 200 EASTERN PKWY | BROOKLYN | NY | 11238 | N/A | PC | General & Unrestricted | $1,000 |
| BROOKLYN PUBLIC LIBRARY | |||||||
| 1 GRAND ARMY PLZ | BROOKLYN | NY | 11238 | N/A | PC | the Center for Brooklyn History: Collections Preservation and Development | $10,000 |
| BROOKLYN PUBLIC LIBRARY | |||||||
| 1 GRAND ARMY PLZ | BROOKLYN | NY | 11238 | N/A | PC | BPL's Books Unbanned program | $5,000 |
| BROOKLYN PUBLIC LIBRARY | |||||||
| 1 GRAND ARMY PLZ | BROOKLYN | NY | 11238 | N/A | PC | Adult learning Digital Literacy training and credentials: IC3 Program at the BPL | $15,000 |
| COMMUNITY HELP IN PARK SLOPE INC | |||||||
| 200 4TH AVENUE | BROOKLYN | NY | 11217 | N/A | PC | General & Unrestricted | $500 |
| CUNY SCHOOL OF PROFESSIONAL STUDIES FOUNDATION INC | |||||||
| 119 WEST 31ST ST | NEW YORK | NY | 10001 | N/A | PC | Charitable Event | $1,000 |
| DANBURY HOSPITAL & NEW MILFORD HOSPITAL FOUNDATION | |||||||
| 24 HOSPITAL AVE | DANBURY | CT | 06810 | N/A | PC | the New Milford Hospital's Executive Director's Discretionary Fund | $10,000 |
| FRIENDS OF THE CHILDREN - AUSTIN | |||||||
| 1023 SPRINGDALE RD 13C | AUSTIN | TX | 78721 | N/A | PC | General & Unrestricted | $5,000 |
| GRACE INTERNATIONAL INC - BED-STUY CAMPAIGN AGAINS | |||||||
| 2010 FULTON ST | BROOKLYN | NY | 11233 | N/A | PC | General & Unrestricted | $1,000 |
| GREEN-WOOD HISTORIC FUND INC | |||||||
| 500 25TH ST | BROOKLYN | NY | 11232 | N/A | PC | General & Unrestricted | $250 |
| GUNN MEMORIAL LIBRARY INC | |||||||
| PO BOX 1273 | WASHINGTON | CT | 06793 | N/A | PC | General & Unrestricted | $2,500 |
| HARTFORD HOSPITAL | |||||||
| 80 SEYMOUR ST PO BOX 5037 | HARTFORD | CT | 06106 | N/A | PC | financial assistance where needed for patients who have received transplanted organs and need financial assistance with the cost of medical or medication related expenses | $5,000 |
| HEALTH CARE FOR THE HOMELESS INC | |||||||
| 421 FALLSWAY | BALTIMORE | MD | 21202 | N/A | PC | General & Unrestricted | $25,000 |
| INTERNATIONAL RESCUE COMMITTEE INC | |||||||
| PO BOX 6068 | ALBERT LEA | MN | 56007 | N/A | PC | General & Unrestricted | $2,500 |
| JTA-MJL NEW CORP | |||||||
| 520 8TH AVE 4TH FL | NEW YORK | NY | 10018 | N/A | PC | Jewish Telegraph Agency division of JTA-MJL New Corp and 70 Faces Media | $15,000 |
| MEDECINS SANS FRONTIERES USA INC - DOCTORS WITHOUT | |||||||
| PO BOX 5030 | HAGERSTOWN | MD | 21741 | N/A | PC | General & Unrestricted | $5,000 |
| NEW YORK PUBLIC RADIO | |||||||
| 160 VARICK ST | NEW YORK | NY | 10013 | N/A | PC | General & Unrestricted | $2,500 |
| NEW YORK UNIVERSITY - LANGONE HEALTH | |||||||
| ONE PARK AVE 5TH FLOOR | NEW YORK | NY | 10016 | N/A | PC | General & Unrestricted | $15,000 |
| OFICINA LEGAL DEL PUEBLO UNIDO INC | |||||||
| 1405 MONTOPOLIS DR | AUSTIN | TX | 78741 | N/A | PC | General & Unrestricted | $5,000 |
| OLD STONE HOUSE OF BROOKLYN | |||||||
| PO BOX 150613 | BROOKLYN | NY | 11215 | N/A | PC | General & Unrestricted | $250 |
| PLANNED PARENTHOOD OF GREATER NEW YORK INC | |||||||
| 26 BLEECKER ST | NEW YORK | NY | 10012 | N/A | PC | General & Unrestricted | $2,500 |
| PLANNED PARENTHOOD OF GREATER TEXAS | |||||||
| 7424 GREENVILLE AVE STE 206 | DALLAS | TX | 75231 | N/A | PC | General & Unrestricted | $2,500 |
| PREP FOR PREP | |||||||
| 328 W 71ST ST | NEW YORK | NY | 10023 | N/A | PC | General & Unrestricted | $2,500 |
| RED HOOK INITIATIVE | |||||||
| 767 HICKS ST | BROOKLYN | NY | 11231 | N/A | PC | General & Unrestricted | $15,000 |
| REFUGEE & IMMIGRANT CENTER FOR EDUCATION & LEGAL S | |||||||
| 1305 N FLORES ST | SAN ANTONIO | TX | 78212 | N/A | PC | General & Unrestricted | $5,000 |
| SADIE NASH LEADERSHIP PROJECT INC | |||||||
| 4 W 43RD ST STE 502 | NEW YORK | NY | 10036 | N/A | PC | General & Unrestricted | $1,000 |
| SAINT ANNS SCHOOL | |||||||
| 129 PIERREPONT ST | BROOKLYN | NY | 11201 | N/A | PC | 20/20 Campaign | $50,000 |
| SAINT ANNS SCHOOL | |||||||
| 129 PIERREPONT ST | BROOKLYN | NY | 11201 | N/A | PC | General & Unrestricted | $16,500 |
| ST ANDREWS EPISCOPAL SCHOOL INC | |||||||
| 1112 W 31ST ST | AUSTIN | TX | 78705 | N/A | PC | General & Unrestricted | $10,000 |
| STEEP ROCK ASSOCIATION INC | |||||||
| PO BOX 279 | WASHINGTON DEPOT | CT | 06794 | N/A | PC | general & unrestricted | $20,000 |
| TEXAS BOOK FESTIVAL | |||||||
| 1023 SPRINGDALE BLDG 14 UNIT B | AUSTIN | TX | 78721 | N/A | PC | Charitable Event | $7,800 |
| THE CHILDRENS HEALTH FUND | |||||||
| 475 RIVERSIDE DR STE 630 | NEW YORK | NY | 10115 | N/A | PC | General & Unrestricted | $2,500 |
| THE UNIVERSITY OF TEXAS AT AUSTIN | |||||||
| PO BOX 7458 | AUSTIN | TX | 78713 | N/A | GOV | Priscilla Pond Flawn Child and Family Laboratory | $1,500 |
| THE YOUNG CENTER FOR IMMIGRANT CHILDRENS RIGHTS | |||||||
| 2245 S MICHIGAN AVE 301 | CHICAGO | IL | 60616 | N/A | PC | General & Unrestricted | $3,000 |
| TRUSTEES OF AMHERST COLLEGE | |||||||
| 220 S PLEASANT ST | AMHERST | MA | 01002 | N/A | PC | For general operating budget | $2,500 |
| TRUSTEES OF AMHERST COLLEGE | |||||||
| 220 S PLEASANT ST | AMHERST | MA | 01002 | N/A | PC | General & Unrestricted | $5,000 |
| VILLAGE IMPROVEMENT SOCIETY INC | |||||||
| PO BOX 203 | WASHINGTON DT | CT | 06794 | N/A | PC | General & Unrestricted | $250 |
| WASHINGTON AMBULANCE ASSOCIATION INC | |||||||
| PO BOX 294 | WASHINGTON | CT | 06794 | N/A | PC | General & Unrestricted | $250 |
| WASHINGTON ENVIRONMENTAL COUNCIL INC | |||||||
| 31 HORSE HEAVEN RD | WASHINGTON | CT | 06793 | N/A | PC | General & Unrestricted | $250 |
| WASHINGTON VOLUNTEER FIRE DEPARTMENT INC | |||||||
| PO BOX 244 | WASHINGTON DT | CT | 06794 | N/A | PC | General & Unrestricted | $500 |
| WEST SIDE CENTER FOR COMMUNITY LIFE INC | |||||||
| 263 W 86TH ST | NEW YORK | NY | 10024 | N/A | PC | West Side Campaign Against Hunger | $2,500 |
| WNET | |||||||
| 825 8TH AVENUE | NEW YORK | NY | 10019 | N/A | PC | General & Unrestricted | $2,500 |
| YALE UNIVERSITY | |||||||
| PO BOX 209010 | NEW HAVEN | CT | 06520 | N/A | PC | Undergraduate Education | $2,500 |
| YOUNG MENS CHRISTIAN ASSOCIATION OF GREATER NEW YO | |||||||
| 5 W 63RD ST | NEW YORK | NY | 10023 | N/A | PC | Support of the Dodge YMCA | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $379,550 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $33,859 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $12,104 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$1,171 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INCOME FROM JCIF | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $77,478 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $122,270 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $122,270 | 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 Person | Lord Baltimore Capital Partners LL | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 110 West Road Suite 430 | AddressLine1Txt |
| City | Townson | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $154,167 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (10 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABS | $4,504 | $21,958 |
| ABBVIE INC | $5,120 | $32,322 |
| AT&T, INC | $5,409 | $4,603 |
| COLGATE-PALMOLIVE COMPANY | $7,846 | $15,758 |
| FIDELITY NEW YORK MUNI INCOME | $249,999 | $226,425 |
| INTEL CORP | $7,956 | $10,572 |
| PEPSICO INC | $12,912 | $36,132 |
| SELECT SECTOR SPDR UTILITIES | $31,019 | $70,500 |
| TRUIST FINANCIAL CORPORATION | $9,712 | $17,212 |
| WARNER BROS. DISCOVERY, INC | $1,673 | $569 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | JEWISH COMMUNITY INVESTMENT FU | CategoryOrItemTxt |
| Book Value | $5,573,480 | BookValueAmt |
| EOYFMV | $6,120,135 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $32,628 | $32,628 | |
| EXPENSES FROM JCIF | $21,597 | $21,597 | |
| Registered Agent Fee | $511 | $511 | |
| State or Local Filing Fees | $25 | $25 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INCOME FROM JCIF | Desc |
| Revenue And Expenses Per Books | $77,478 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $77,478 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 990-PF Estimated Tax for 2022 | CategoryTxt |
| Amt | $3,700 | Amt |