KBT CHARITABLE FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- KBT CHARITABLE FOUNDATION (EIN 20-2025601)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-15
- IRS object ID
- 202303199349101155
- 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
- Investments Other Schedule2
- Other Decreases Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-15T07:49:23-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 161600045 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SZYMKOWIAK & ASSOCIATES CPAS PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6325 MAIN STREET SUITE 100 | AddressLine1Txt |
| City | WILLIAMSVILLE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14221 | 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 | 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 | 2023-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | TYLER | PersonFirstNm |
| Person Last | KORFF | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL D SZYMKOWIAK | PreparerPersonNm |
| PTIN | P01785461 | PTIN |
| Phone | 7166262626 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| 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 | $5,230,993 | 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 | $318 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $318 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $155,127 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $155,127 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$12,105 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $786,942 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $143,340 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $155,445 | 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 |
| Other Prof Fees Rev And Expnss | $41,654 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $41,654 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $9,051 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $981 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $8,070 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $50,705 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $42,635 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $8,070 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $643,400 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $643,400 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $694,105 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $42,635 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $651,470 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$550,765 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $112,810 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $18,765 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $65,208 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $65,208 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $4,750,819 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,060,649 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $5,165,785 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,769,584 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,125,857 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,230,993 | 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 | $4,769,584 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,125,857 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,769,584 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,125,857 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,769,584 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,125,857 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,769,584 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$550,765 | ExcessRevenueOverExpensesAmt |
| Other Increases | $161 | OtherIncreasesAmt |
| Subtotal | $4,218,980 | SubtotalAmt |
| Other Decreases | $93,123 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,125,857 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 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 | 2022-12-31 | $6,057 | $6,092 | -$35 | -$35 |
| MERRILL LYNCH #4019 - PUBLICLY TRADED SECURITIES | P | 2022-12-31 | $716,820 | $792,955 | -$76,135 | -$76,135 |
| CAPITAL GAINS DIVIDENDS | P | $64,065 | $64,065 | $64,065 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$12,105 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,568 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,568 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,568 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $72 | EsPenaltyAmt |
| Tax Due | $1,640 | TaxDueAmt |
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 | SHARI REDSTONE 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 | $5,676,820 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $108,376 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,785,196 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,785,196 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $86,778 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,698,418 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $284,921 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $284,921 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,568 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,568 | TotalTaxAmt |
| Distributable Before Adj | $283,353 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $283,353 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $283,353 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $651,470 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $651,470 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $283,353 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $324,980 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $271,800 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $332,800 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $5,334 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $165,941 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,100,855 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $651,470 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $283,353 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $368,117 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,468,972 | 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 | $324,980 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,143,992 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $271,800 | ExcessFromYear4Amt |
| Excess From Year3 | $332,800 | ExcessFromYear3Amt |
| Excess From Year2 | $5,334 | ExcessFromYear2Amt |
| Excess From Year1 | $165,941 | ExcessFromYear1Amt |
| Excess From Current Year | $368,117 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SHARI E REDSTONE | 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 (33 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 |
| 92ND ST Y NURSERY SCHOOL | |||||||
| 1395 LEXINGTON AVE | NEW YORK | NY | 10128 | NONE | PUBLIC CHARITY | GENERAL | $21,000 |
| BLACK OWNED AND OPERATED COMMUNITED LAND TRUST INC | |||||||
| 4317 DEGNAN BLVD | LOS ANGELES | CA | 90008 | NONE | PUBLIC CHARITY | GENERAL | $5,000 |
| RAMAZ SCHOOL | |||||||
| 60 EAST 78TH STREET | NEW YORK | NY | 10075 | NONE | PUBLIC CHARITY | GENERAL | $46,000 |
| AMERICAN FRIENDS OF MAGEN DAVID ADON | |||||||
| 20 W 36TH STREET | NEW YORK | NY | 10018 | NONE | PUBLIC CHARITY | GENERAL | $75,000 |
| FRIENDS OF UNITED HATZALAH | |||||||
| 442 5TH AVE 1866 | NEW YORK | NY | 10018 | NONE | PUBLIC CHARITY | GENERAL | $40,500 |
| RAZOM INC | |||||||
| 140 2ND AVE | NEW YORK | NY | 10003 | NONE | PUBLIC CHARITY | GENERAL | $1,500 |
| WOLF CONNECTION | |||||||
| 29063 ALISO CANYON ROAD | PALMDALE | CA | 93550 | NONE | PUBLIC CHARITY | GENERAL | $5,000 |
| TIKVA CHILDREN'S HOME | |||||||
| 8 HENDERSON DRIVE | WEST CALDWELL | NJ | 07006 | NONE | PUBLIC CHARITY | GENERAL | $15,000 |
| CHABAD LAMETAYEL INC | |||||||
| 631 MONTGOMERY STREET | BROOKLYN | NY | 11225 | NONE | PUBLIC CHARITY | GENERAL | $6,800 |
| WESTSIDE PACIFIC VILLAGE | |||||||
| 8939 S SEPULVEDA BLVD 326 | LOS ANGELES | CA | 90045 | NONE | PUBLIC CHARITY | GENERAL | $7,500 |
| AMERICA GIVES | |||||||
| 1732 1ST AVE 27091 | NEW YORK | NY | 10128 | NONE | PUBLIC CHARITY | GENERAL | $5,000 |
| UCLA FOUNDATION TRUST | |||||||
| 10889 WILSHIRE BLVD 1100 | LOS ANGELES | CA | 90024 | NONE | PUBLIC CHARITY | GENERAL | $50,000 |
| PEF ISRAEL ENDOWMENT | |||||||
| 630 3RD AVE 15TH | NEW YORK | NY | 10017 | NONE | PUBLIC CHARITY | GENERAL | $46,000 |
| RHONDA'S KISS | |||||||
| 7007 BROADWAY AVENUE | CLEVELAND | OH | 44105 | NONE | PUBLIC CHARITY | GENERAL | $10,000 |
| GIFT OF LIFE MARROW REGISTRY | |||||||
| 5901 BROKEN SOUND PKWY NW SUITE 600 | BOCA RATON | FL | 33487 | NONE | PUBLIC CHARITY | GENERAL | $10,000 |
| AMERICAN FRIENDS OF JERUSALEM | |||||||
| 25 OLD KINGS HWY SUITE 13 | DARIEN | CT | 06820 | NONE | PUBLIC CHARITY | GENERAL | $3,000 |
| MEMORIAL SLOAN KETTERING CANCER CENTER | |||||||
| 1275 YORK AVENUE | NEW YORK | NY | 10065 | NONE | PUBLIC CHARITY | GENERAL | $20,000 |
| LUBAVITCH HOUSE AT THE UNIVERSITY OF PENNSYLVANIA | |||||||
| 4032 SPRUCE STREET | PHILDELPHIA | PA | 19104 | NONE | PUBLIC CHARITY | GENERAL | $16,100 |
| AMERICAN FRIENDS OF MEIR PANIM | |||||||
| 88 WALTON ST SUITE B1 | BROOKLYN | NY | 11206 | NONE | PUBLIC CHARITY | GENERAL | $10,000 |
| SHUVAH ISRAEL TORAH CENTER | |||||||
| 8853 W PICO BLVD | LOS ANGELES | CA | 90035 | NONE | PUBLIC CHARITY | GENERAL | $10,000 |
| UNIVERSITY OF PENNSYLVANIA | |||||||
| 3451 WALNUT STREET | PHILDELPHIA | PA | 19104 | NONE | PUBLIC CHARITY | GENERAL | $25,000 |
| COLUMBIA UNIVERSITY | |||||||
| COLUMBIA UNIVSERITY | NEW YORK | NY | 10027 | NONE | PUBLIC CHARITY | GENERAL | $15,000 |
| FOOD ALLERGY FUND | |||||||
| 3220 N ST NW 170 | WASHINGTON | DC | 20007 | NONE | PUBLIC CHARITY | GENERAL | $15,000 |
| MAIMONIDES MEDICAL CENTER | |||||||
| 4802 10TH AVE | BROOKLYN | NY | 11219 | NONE | PUBLIC CHARITY | GENERAL | $25,000 |
| MASS EYE AND EAR | |||||||
| 243 CHARLES STREET | BOSTON | MA | 02114 | NONE | PUBLIC CHARITY | GENERAL | $25,000 |
| NEW ENGLAND YACHAD | |||||||
| 384 HARVARD ST | BROOKLINE | MA | 02446 | NONE | PUBLIC CHARITY | GENERAL | $25,000 |
| DANA-FARBER CANCER INSTITUTE | |||||||
| 450 BROOKLINE AVE | BOSTON | MA | 02215 | NONE | PUBLIC CHARITY | GENERAL | $20,000 |
| BROOKLYN LAW SCHOOL | |||||||
| 250 JORALEMON ST | BROOKLYN | NY | 11201 | NONE | PUBLIC CHARITY | GENERAL | $20,000 |
| VANDERBILT UNIVERSITY MEDICAL CENTER | |||||||
| 1211 MEDICAL CENTER DR | NASHVILLE | TN | 37232 | NONE | PUBLIC CHARITY | GENERAL | $15,000 |
| EDUCARE FOUNDATION | |||||||
| 16134 WYANDOTTE ST | VAN NUYS | CA | 91406 | NONE | PUBLIC CHARITY | GENERAL | $5,000 |
| LOS ANGELES POLICE FOUNDATION | |||||||
| US BANK TOWER 633 W 5TH ST 960 | LOS ANGELES | CA | 90071 | NONE | PUBLIC CHARITY | GENERAL | $10,000 |
| ELEVATE HOPE INC | |||||||
| 9663 SANTA MONICA BLVD SUITE 352 | BEVERLY HILLS | CA | 90210 | NONE | PUBLIC CHARITY | GENERAL | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $643,400 | 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 | $318 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $155,127 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$12,105 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $143,340 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $143,340 | 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 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MERRILL LYNCH #4019 | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $4,060,649 | BookValueAmt |
| EOYFMV | $5,165,785 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| PRIOR PERIOD ADJUSTMENT | $85,000 |
| COST BASIS ADJUSTMENT | $8,123 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NON DIVIDEND DISTRIBUTIONS | Desc |
| Amt | $161 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $41,654 | Amt |
| Net Investment Income | $41,654 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MA FILING FEE | $70 | $0 | $70 |
| FOREIGN TAXES PAID | $981 | $981 | $0 |
| FEDERAL TAXES PAID | $8,000 | $0 | $8,000 |