RUDERMAN FAMILY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- RUDERMAN FAMILY FOUNDATION (EIN 04-3334973)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-21
- IRS object ID
- 202303259349100705
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-21T12:39:38-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | 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 | 1075 MAIN STREET SUITE 130 | AddressLine1Txt |
| City | WALTHAM | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02451 | 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 | 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 | 2023-11-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JAY | PersonFirstNm |
| Person Last | RUDERMAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| 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 | 7815478800 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | 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 | $165,277,358 | 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 | $100 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $14,666 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $14,666 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $6,726,227 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6,726,227 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $14,167,688 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $99,376,712 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $14,167,688 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $164 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $164 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $20,908,845 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $20,908,745 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $681,376 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $613,238 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $538,766 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $484,889 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $287,008 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $258,307 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $14,359 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $12,923 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $149,700 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $134,730 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $242,726 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $242,726 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $302,163 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $72,727 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $71,542 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $47,343 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $47,343 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $18,257 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $16,431 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $928,338 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $913,095 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,210,036 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $315,453 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,552,498 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $10,594,191 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $10,594,191 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $13,804,227 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $315,453 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $13,146,689 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $7,104,618 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $20,593,292 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $8,796,806 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,852,219 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,852,219 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $144,418,605 | CorporateStockBOYAmt |
| Corporate Stock EOY | $123,371,881 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $123,345,756 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $7,928,993 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $470,000 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $42,413,681 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $39,079,383 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $161,614,404 | TotalAssetsBOYAmt |
| Total Assets EOY | $168,637,781 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $165,277,358 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $14,615 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $19,415 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $14,615 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $19,415 | 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 | $161,599,789 | RetainedEarningBOYAmt |
| Retained Earning EOY | $168,618,366 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $161,599,789 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $168,618,366 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $161,614,404 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $168,637,781 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $161,599,789 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $7,104,618 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $168,704,407 | SubtotalAmt |
| Other Decreases | $86,041 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $168,618,366 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| NORTHERN TRUST #6858 | P | 2022-12-31 | $10,494,167 | $10,566,009 | -$71,842 | -$71,842 |
| NORTHERN TRUST #6858 | P | 2022-12-31 | $65,254,828 | $47,777,542 | $17,477,286 | $17,477,286 |
| MERRILL #2J28 | P | 2022-12-31 | $1,561,603 | $1,565,000 | -$3,397 | -$3,397 |
| MERRILL #4E58 | P | 2022-12-31 | $22,052,399 | $25,300,473 | -$3,248,074 | -$3,248,074 |
| CAPITAL GAINS DIVIDENDS | P | $13,715 | $13,715 | $13,715 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $14,167,688 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $286,247 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $286,247 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $286,247 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $121,355 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $210,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $331,355 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $7,512 | EsPenaltyAmt |
| Overpayment | $37,596 | OverpaymentAmt |
| Applied To ES Tax | $37,596 | 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 | $329,538 | $33,798 | $0 |
| SHARON ELLEN SHAPIRO | ||||||||
| PO BOX 590100 716 BEACON STREET | NEWTON CENTER | MA | 02459 | COMMUNITY LIAISON & TRUSTEE | 30.00 | $126,838 | $33,698 | $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 | $225,000 | $519 | $0 |
| HANNA SHAUL BAR NISSIM | ||||||||
| PO BOX 590100 716 BEACON STREET | NEWTON CENTER | MA | 02459 | DEPUTY DIRECTOR | 40.00 | $133,396 | $43,836 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| LIHI SHOSHANI | ||||||||
| PO BOX 590100 716 BEACON STREET | NEWTON CENTER | MA | 02459 | INFRASTRUCTURE AND S | 40.00 | $68,566 | $38,106 | $0 |
| PETER TWICHELL | ||||||||
| PO BOX 590100 716 BEACON STREET | NEWTON CENTER | MA | 02459 | PROGRAM OFFICER - ME | 40.00 | $70,603 | $28,055 | $0 |
| LATOYA ROWELL | ||||||||
| PO BOX 590100 716 BEACON STREET | NEWTON CENTER | MA | 02459 | EXECUTIVE ASSISTANT | 40.00 | $51,300 | $28 | $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 |
|---|---|---|---|---|---|
| KAHN LITWIN RENZA & CO LTD | |||||
| 951 NORTH MAIN STREET | PROVIDENCE | RI | 02904 | ACCOUNTING AND TAX | $149,700 |
| THE NORTHERN TRUST COMPANY | |||||
| 125 SUMMER STREET SUITE 1400 | BOSTON | MA | 02110 | INVESTMENT ADVISORY | $138,195 |
| MERRILL LYNCH PIERCE FENNER & SMITH INC | |||||
| 1500 AMERICAN BLVD | PENNINGTON | NJ | 085344129 | INVESTMENT ADVISORY | $104,531 |
| J CUBED PUBLIC RELATIONS LLC | |||||
| 1 DOCK 72 WAY | NEW YORK | NY | 11205 | PUBLIC RELATIONS | $78,000 |
| BEACON HILL STAFFING GROUP LLC | |||||
| 152 BOWDOIN STREET | BOSTON | MA | 02108 | STAFFING | $73,745 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $166,263,631 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $10,247,809 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $176,511,440 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $176,511,440 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,647,672 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $173,863,768 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $8,693,188 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $8,693,188 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $286,247 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $286,247 | TotalTaxAmt |
| Distributable Before Adj | $8,406,941 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $8,406,941 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $8,406,941 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $13,146,689 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $13,146,689 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $8,406,941 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $6,118,616 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $13,146,689 | QualifyingDistributionsAmt |
| Applied To Year1 | $6,118,616 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $7,028,073 | 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 | $1,378,868 | 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 (54 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 | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ACADEMY FOUNDATION | |||||||||||
| 8949 WILSHIRE BLVD | BEVERLY HILLS | CA | 90211 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $400,000 | ||||
| ALZHEIMER'S DISEASE AND RELATED DISORDERS ASSOCIATION INC | |||||||||||
| 225 N MICHIGAN AVE FLOOR 17 | CHICAGO | IL | 60601 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $1,052 | ||||
| AMERICAN FRIENDS OF NATAL | |||||||||||
| 1120 AVENUE OF THE AMERICAS FOURTH | NEW YORK | NY | 10036 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $50,000 | FLOOR | |||
| AMERICAN FRIENDS OF SHAMIR MEDICAL CENTER (ASSAF HAROFEH) | |||||||||||
| 61A 9TH STREET SUITE 14 | BROOKLYN | NY | 11215 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $1,000,000 | ||||
| AMERICAN FRIENDS OF TEL AVIV UNIVERSITY | |||||||||||
| 8 WEST 40TH STREET 8TH FLOOR | NEW YORK | NY | 10018 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $50,000 | ||||
| AMERICAN JEWISH JOINT DISTRIBUTION COMM | |||||||||||
| 220 EAST 42ND STREET SUITE 400 | NEW YORK | NY | 10017 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $1,050,000 | ||||
| AMERICAN SOCIETY OF THE UNIV OF HAIFA | |||||||||||
| 57 WEST 57TH STREET STE 300 | NEW YORK | NY | 10019 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $253,000 | ||||
| ANTI-DEFAMATION LEAGUE (ADL) | |||||||||||
| 605 THIRD AVENUE | NEW YORK | NY | 10158 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $50,000 | ||||
| BAIS YAAKOV | |||||||||||
| 198 STRATHMORE ROAD | BRIGHTON | MA | 02135 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $3,600 | ||||
| BOSTON CHILDREN'S HOSPITAL | |||||||||||
| 300 LONGWOOD AVE | BOSTON | MA | 02115 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $500 | ||||
| BOSTON UNIVERSITY | |||||||||||
| ONE SILBER WAY | BOSTON | MA | 02215 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $25,000 | ||||
| BOYS AND GIRLS CLUBS OF BOSTON INC | |||||||||||
| 200 HIGH ST SUITE 3B | BOSTON | MA | 02110 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $1,000 | ||||
| BRANDEIS UNIVERSITY | |||||||||||
| 415 SOUTH ST | WALTHAM | MA | 02453 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $50,000 | ||||
| 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 | $354,000 | ||||
| DEAFINITELY INC | |||||||||||
| 4 JUNE LANE | NEWTON | MA | 02459 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $500 | ||||
| EASTERSEALS SOUTHERN CALIFORNIA | |||||||||||
| 1063 MCGAW AVENUE SUITE 100 | IRVINE | CA | 92614 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $3,600 | ||||
| EPSTEIN HILLEL SCHOOL | |||||||||||
| SIX COMMUNITY ROAD | MARBLEHEAD | MA | 01945 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $21,853 | ||||
| FEDERATION OF JEWISH COMMUNITIES OF THE CIS | |||||||||||
| 445 PARK AVE 9TH FLOOR | NEW YORK | NY | 10022 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 | ||||
| FIREFIGHTER BEHAVIORAL HEALTH ALLIANCE | |||||||||||
| 2126 ALBURY AVE | NORTH LAS VEGAS | NV | 89086 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $2,000 | ||||
| GATEWAYS - ACCESS TO JEWISH EDUCATION | |||||||||||
| 333 NAHANTON SREET | NEWTON | MA | 02459 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $25,500 | ||||
| HOPEWELL FUND (RARE IMPACT) | |||||||||||
| 1201 CONNECTICUT AVE NW STE 300 | WASHINGTON | DC | 20036 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $200,000 | ||||
| INDIANA UNIVERSITY LILLY FAMILY SCHOOL | |||||||||||
| LOT 81 301 UNIVERSITY BLVD | INDIANAPOLIS | IN | 46202 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $100,000 | ||||
| ISRAELI AMERICAN COUNCIL | |||||||||||
| 1320 CENTRE STREET 301 | NEWTON | MA | 02459 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $240,000 | ||||
| JEWISH ADOPTION & FOSTER CARE OPTIONS | |||||||||||
| 4200 N UNIVERSITY DRIVE | SUNRISE | FL | 33351 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $20,000 | ||||
| JEWISH COMMUNITY CENTER OF GREATER BOSTON | |||||||||||
| 333 NAHANTON STREET | NEWTON | MA | 02459 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $1,036 | ||||
| JEWISH FAMILY SERVICE | |||||||||||
| 4131 S BRAESWOOD BLVD | HOUSTON | TX | 77025 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $1,000 | ||||
| JEWISH FUNDERS NETWORK | |||||||||||
| 150 WEST 30TH ST | NEW YORK | NY | 10001 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $85,000 | ||||
| JEWISH JOURNAL | |||||||||||
| 27 CONGRESS ST SUITE 501 | SALEM | MA | 01970 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $1,800 | ||||
| LAPPIN FOUNDATION INC | |||||||||||
| 100 CUMMINGS CENTER SUITE 220-G | BEVERLY | MA | 01915 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $20,000 | ||||
| LITERACY PARTNERS | |||||||||||
| 75 MAIDEN LN 1102 | NEW YORK | NY | 10038 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $20,000 | ||||
| MA GENERAL HOSPITALLURIE CENTER | |||||||||||
| 1 MAGUIRE ROAD | LEXINGTON | MA | 02421 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $2,000,000 | ||||
| MCLEAN HOSPITAL | |||||||||||
| 115 MILL STREET | BELMONT | MA | 02478 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $1,500 | ||||
| MEOR BOSTON | |||||||||||
| 2 CITY VIEW RD | BROOKLINE | MA | 02446 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $500 | ||||
| NETWORK CONTAGION RESEARCH INSTITUTE | |||||||||||
| 175 UNIVERSITY AVE | NEWARK | NJ | 07103 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $34,750 | ||||
| NORTHEASTERN UNIVERSITY | |||||||||||
| 360 HUNTINGTON AVENUE | BOSTON | MA | 02115 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $80,500 | ||||
| PHILANTHROPY MASSACHUSETTS | |||||||||||
| 133 FEDERAL ST 802 | BOSTON | MA | 02110 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $3,000 | ||||
| PINE STREET INN INC | |||||||||||
| 3368 WASHINGTON ST | JAMAICA PLAIN | MA | 02130 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $1,000 | ||||
| PRINCIPLE PICTURES | |||||||||||
| 535 ALBANY ST 2A | BOSTON | MA | 02118 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $20,000 | ||||
| PRIZMAH CENTER FOR JEWISH EDUCATION | |||||||||||
| 254 WEST 54TH STREET 11TH FLOOR | NEW YORK | NY | 10019 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $80,000 | ||||
| RED SOX FOUNDATION | |||||||||||
| 4 JERSEY STREET | BOSTON | MA | 02215 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $126,000 | ||||
| ROFEH INTERNATIONAL | |||||||||||
| 1710 BEACON ST | BROOKLINE | MA | 02445 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $20,000 | ||||
| RUDERMAN FAMILY FOUNDATION ISRAEL (AMUTAH) | |||||||||||
| NONE | OTHER | GENERAL PURPOSE | $3,700,000 | 12 ELI HOROVITZ | REHOVOT | IS | |||||
| STONE SOUP PRODUCTIONS | |||||||||||
| 1601 CONNECTICUT AVE NW SUITE 400 | WASHINGTON | DC | 20009 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 | ||||
| TELSHE YESHIVA | |||||||||||
| 28400 EUCLID AVE | WICKLIFFE | OH | 44092 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $200 | ||||
| THE ENTERTAINMENT INDUSTRY FOUNDATION | |||||||||||
| 10880 WILSHIRE BLVD SUITE 1400 | LOS ANGELES | CA | 90024 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $100,000 | ||||
| THE MARY CHRISTIE INSTITUTE | |||||||||||
| 80 HAYDEN AVENUE | LEXINGTON | MA | 02421 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $115,000 | ||||
| THE MICHAEL J FOX FOUNDATION | |||||||||||
| PO BOX 5014 | HAGERSTOWN | MD | 21741 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $1,000 | ||||
| THE RASHI SCHOOL | |||||||||||
| 8000 GREAT MEADOW ROAD | DEDHAM | MA | 02026 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 | ||||
| THE SAMBURU PROJECT | |||||||||||
| 8800 VENICE BLVD SUITE 208 | LOS ANGELES | CA | 90034 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $500 | ||||
| UNDERSTANDING OUR DIFFERENCES | |||||||||||
| PO BOX 600671 | NEWTON | MA | 02460 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $1,000 | ||||
| WILLIAM JAMES COLLEGE | |||||||||||
| 1 WELLS AVE | NEWTON | MA | 02459 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $13,000 | ||||
| WORLD WILDLIFE FUND | |||||||||||
| 1250 24TH STREET NW | WASHINGTON | DC | 20037 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $500 | ||||
| YESHIVA OHR YISRAEL HIGH SCHOOL FOR BOYS INC | |||||||||||
| 325 RESERVOIR RD | CHESTNUT HILL | MA | 02467 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $300 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $10,594,191 | 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 | $14,666 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,726,227 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $164 | UnrelatedBusinessTaxblIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $14,167,688 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $164 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $20,908,581 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $20,908,745 | 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 | $149,700 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $134,730 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $123,371,881 | EOYBookValueAmt |
| EOYFMV | $123,345,756 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 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 | $3,415,000 | $3,401,654 |
| EXCHANGE TRADED FUNDS | AT COST | $38,428,679 | $35,107,727 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $14,359 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $12,923 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD TIMING ADJUSTMENT | Desc |
| Amt | $86,041 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| COMPUTER SERVICES | $107,292 | $0 | $96,563 |
| DUES AND SUBSCRIPTIONS | $175 | $0 | $158 |
| PROGRAM DEVELOPMENT & STRATEGY | $30,672 | $0 | $30,672 |
| INSURANCE | $5,410 | $0 | $4,869 |
| OFFICE EXPENSE | $35,479 | $0 | $31,931 |
| ORGANIZATIONAL DEVELOPMENT | $14,346 | $0 | $14,346 |
| PROGRAM EXPENSES AND MATERIALS | $730,373 | $0 | $730,373 |
| PAYROLL SERVICE | $4,078 | $0 | $3,670 |
| INTEREST EXPENSES | $513 | $0 | $513 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NORTHERN TRUST #6858 | Desc |
| Revenue And Expenses Per Books | $164 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $164 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $164 | AdjustedNetIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CREDIT CARD PAYABLE | Desc |
| BOY Book Value | $14,615 | BOYBookValueAmt |
| EOY Book Value | $19,415 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $242,726 | Amt |
| Net Investment Income | $242,726 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $72,727 | $72,727 | $0 |
| PAYROLL TAXES | $78,936 | $0 | $71,042 |
| FEDERAL & STATE TAXES | $150,500 | $0 | $500 |