THE KOFFLER BORNSTEIN FAMILY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- THE KOFFLER BORNSTEIN FAMILY FOUNDATION (EIN 05-0376269)
- Tax period
- 2022-08-01 to 2023-07-31
- Filed
- 2023-11-30
- IRS object ID
- 202333349349100403
- 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
- All Oth Prog Rltd Investments Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-30T09:49:44-06:00 | ReturnTs |
| Tax Period End | 2023-07-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-08-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 050376269 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE KOFFLER BORNSTEIN FAMILY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O THE KOFFLER GROUP | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KOFF | BusinessNameControlTxt |
| Phone | 4012738600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 MEMORIAL BLVD 901 | AddressLine1Txt |
| City | PROVIDENCE | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02903 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SANDRA BORNSTEIN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 4012738600 | PhoneNum |
| Signature | 2023-11-30 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SANDRA | PersonFirstNm |
| Person Last | BORNSTEIN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
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 | $4,976,212 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $5,354 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5,354 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $429,278 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $429,278 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$84,305 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $765,880 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $350,327 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $434,632 | 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 |
| Taxes Rev And Expnss | $358 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $358 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $50,491 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $30,491 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $50,849 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $30,849 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $363,545 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $363,545 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $414,394 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $30,849 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $363,545 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$64,067 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $403,783 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $194,117 | CashBOYAmt |
| Cash EOY | $285,574 | CashEOYAmt |
| Cash EOYFMV | $285,574 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,328,073 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $102,854 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $102,854 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $3,305,795 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,375,490 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,587,784 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,827,985 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,763,918 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,976,212 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $3,007,962 | CapitalStockBOYAmt |
| Capital Stock EOY | $3,007,962 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,820,023 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,755,956 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,827,985 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,763,918 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,827,985 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,763,918 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,827,985 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$64,067 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,763,918 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,763,918 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (126 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt |
|---|---|---|---|---|---|---|---|
| CAPITAL GAIN/(LOSS) FROM K-1 | P | $115,609 | -$115,609 | -$115,609 | |||
| CAPITAL GAIN/(LOSS) FROM K-1 | P | $31,487 | -$31,487 | -$31,487 | |||
| VANGUARD SHORT TERM INVESTMENT | P | $118 | -$11 | -$11 | 2021-10-29 | 2022-09-28 | $107 |
| VANGUARD SHORT TERM INVESTMENT | P | $120 | -$11 | -$11 | 2021-11-30 | 2022-09-28 | $109 |
| VANGUARD SHORT TERM INVESTMENT | P | $308 | -$27 | -$27 | 2021-12-29 | 2022-09-28 | $281 |
| VANGUARD SHORT TERM INVESTMENT | P | $116 | -$10 | -$10 | 2021-12-31 | 2022-09-28 | $106 |
| VANGUARD SHORT TERM INVESTMENT | P | $117 | -$9 | -$9 | 2021-12-31 | 2022-09-28 | $108 |
| VANGUARD SHORT TERM INVESTMENT | P | $20,000 | -$1,657 | -$1,657 | 2022-01-18 | 2022-09-28 | $18,343 |
| VANGUARD SHORT TERM INVESTMENT | P | $139 | -$9 | -$9 | 2022-02-28 | 2022-09-28 | $130 |
| VANGUARD SHORT TERM INVESTMENT | P | $120 | -$12 | -$12 | 2021-09-30 | 2022-09-28 | $108 |
| VANGUARD SHORT TERM INVESTMENT | P | $137 | -$7 | -$7 | 2022-03-31 | 2022-09-28 | $130 |
| VANGUARD SHORT TERM INVESTMENT | P | $153 | -$5 | -$5 | 2022-04-29 | 2022-09-28 | $148 |
| VANGUARD SHORT TERM INVESTMENT | P | $156 | -$7 | -$7 | 2022-05-31 | 2022-09-28 | $149 |
| VANGUARD SHORT TERM INVESTMENT | P | $166 | -$5 | -$5 | 2022-06-30 | 2022-09-28 | $161 |
| VANGUARD SHORT TERM INVESTMENT | P | $169 | -$7 | -$7 | 2022-07-29 | 2022-09-28 | $162 |
| VANGUARD SHORT TERM INVESTMENT | P | $170 | -$4 | -$4 | 2022-08-31 | 2022-09-28 | $166 |
| VANGUARD SHORT TERM INVESTMENT | P | $10,896 | -$2,092 | -$2,092 | 2022-01-19 | 2022-09-29 | $8,804 |
| VANGUARD SHORT TERM INVESTMENT | P | $10,678 | -$2,050 | -$2,050 | 2022-01-19 | 2022-09-29 | $8,628 |
| VANGUARD SHORT TERM INVESTMENT | P | $215 | -$39 | -$39 | 2022-04-21 | 2022-09-29 | $176 |
| VANGUARD SHORT TERM INVESTMENT | P | $2,257 | -$369 | -$369 | 2021-12-30 | 2022-09-29 | $1,888 |
| VANGUARD SHORT TERM INVESTMENT | P | $1,827 | -$330 | -$330 | 2022-04-21 | 2022-09-29 | $1,497 |
| VANGUARD SHORT TERM INVESTMENT | P | $2,182 | -$64 | -$64 | 2022-07-06 | 2022-09-29 | $2,118 |
| VANGUARD SHORT TERM INVESTMENT | P | $10,896 | -$2,117 | -$2,117 | 2022-01-19 | 2022-09-29 | $8,779 |
| VANGUARD SHORT TERM INVESTMENT | P | $137 | -$11 | -$11 | 2017-06-30 | 2022-09-28 | $126 |
| VANGUARD SHORT TERM INVESTMENT | P | $137 | -$12 | -$12 | 2017-07-31 | 2022-09-28 | $125 |
| VANGUARD SHORT TERM INVESTMENT | P | $131 | -$11 | -$11 | 2017-08-31 | 2022-09-28 | $120 |
| VANGUARD SHORT TERM INVESTMENT | P | $106 | -$9 | -$9 | 2017-09-29 | 2022-09-28 | $97 |
| VANGUARD SHORT TERM INVESTMENT | P | $121 | -$10 | -$10 | 2017-10-31 | 2022-09-28 | $111 |
| VANGUARD SHORT TERM INVESTMENT | P | $121 | -$9 | -$9 | 2017-11-30 | 2022-09-28 | $112 |
| VANGUARD SHORT TERM INVESTMENT | P | $145 | -$12 | -$12 | 2017-12-29 | 2022-09-28 | $133 |
| VANGUARD SHORT TERM INVESTMENT | P | $75,000 | -$6,215 | -$6,215 | 2017-06-01 | 2022-09-28 | $68,785 |
| VANGUARD SHORT TERM INVESTMENT | P | $151 | -$11 | -$11 | 2018-01-31 | 2022-09-28 | $140 |
| VANGUARD SHORT TERM INVESTMENT | P | $145 | -$10 | -$10 | 2018-02-28 | 2022-09-28 | $135 |
| VANGUARD SHORT TERM INVESTMENT | P | $170 | -$11 | -$11 | 2018-03-29 | 2022-09-28 | $159 |
| VANGUARD SHORT TERM INVESTMENT | P | $166 | -$10 | -$10 | 2018-04-30 | 2022-09-28 | $156 |
| VANGUARD SHORT TERM INVESTMENT | P | $170 | -$11 | -$11 | 2018-05-31 | 2022-09-28 | $159 |
| VANGUARD SHORT TERM INVESTMENT | P | $170 | -$11 | -$11 | 2018-06-29 | 2022-09-28 | $159 |
| VANGUARD SHORT TERM INVESTMENT | P | $178 | -$11 | -$11 | 2018-07-31 | 2022-09-28 | $167 |
| VANGUARD SHORT TERM INVESTMENT | P | $180 | -$12 | -$12 | 2018-08-31 | 2022-09-28 | $168 |
| VANGUARD SHORT TERM INVESTMENT | P | $177 | -$11 | -$11 | 2018-09-28 | 2022-09-28 | $166 |
| VANGUARD SHORT TERM INVESTMENT | P | $190 | -$11 | -$11 | 2018-10-31 | 2022-09-28 | $179 |
| VANGUARD SHORT TERM INVESTMENT | P | $189 | -$11 | -$11 | 2018-11-30 | 2022-09-28 | $178 |
| VANGUARD SHORT TERM INVESTMENT | P | $196 | -$12 | -$12 | 2018-12-31 | 2022-09-28 | $184 |
| VANGUARD SHORT TERM INVESTMENT | P | $189 | -$12 | -$12 | 2019-01-31 | 2022-09-28 | $177 |
| VANGUARD SHORT TERM INVESTMENT | P | $177 | -$12 | -$12 | 2019-02-28 | 2022-09-28 | $165 |
| VANGUARD SHORT TERM INVESTMENT | P | $197 | -$15 | -$15 | 2019-03-29 | 2022-09-28 | $182 |
| VANGUARD SHORT TERM INVESTMENT | P | $200 | -$15 | -$15 | 2019-04-30 | 2022-09-28 | $185 |
| VANGUARD SHORT TERM INVESTMENT | P | $208 | -$17 | -$17 | 2019-05-31 | 2022-09-28 | $191 |
| VANGUARD SHORT TERM INVESTMENT | P | $201 | -$17 | -$17 | 2019-06-28 | 2022-09-28 | $184 |
| VANGUARD SHORT TERM INVESTMENT | P | $194 | -$17 | -$17 | 2019-07-31 | 2022-09-28 | $177 |
| VANGUARD SHORT TERM INVESTMENT | P | $186 | -$17 | -$17 | 2019-08-30 | 2022-09-28 | $169 |
| VANGUARD SHORT TERM INVESTMENT | P | $187 | -$16 | -$16 | 2019-09-30 | 2022-09-28 | $171 |
| VANGUARD SHORT TERM INVESTMENT | P | $191 | -$16 | -$16 | 2019-10-31 | 2022-09-28 | $175 |
| VANGUARD SHORT TERM INVESTMENT | P | $192 | -$16 | -$16 | 2019-11-29 | 2022-09-28 | $176 |
| VANGUARD SHORT TERM INVESTMENT | P | $198 | -$17 | -$17 | 2019-12-31 | 2022-09-28 | $181 |
| VANGUARD SHORT TERM INVESTMENT | P | $182 | -$17 | -$17 | 2020-01-31 | 2022-09-28 | $165 |
| VANGUARD SHORT TERM INVESTMENT | P | $168 | -$16 | -$16 | 2020-02-28 | 2022-09-28 | $152 |
| VANGUARD SHORT TERM INVESTMENT | P | $176 | -$11 | -$11 | 2020-03-31 | 2022-09-28 | $165 |
| VANGUARD SHORT TERM INVESTMENT | P | $172 | -$15 | -$15 | 2020-04-30 | 2022-09-28 | $157 |
| VANGUARD SHORT TERM INVESTMENT | P | $175 | -$17 | -$17 | 2020-05-29 | 2022-09-28 | $158 |
| VANGUARD SHORT TERM INVESTMENT | P | $167 | -$17 | -$17 | 2020-06-30 | 2022-09-28 | $150 |
| VANGUARD SHORT TERM INVESTMENT | P | $166 | -$18 | -$18 | 2020-07-31 | 2022-09-28 | $148 |
| VANGUARD SHORT TERM INVESTMENT | P | $158 | -$17 | -$17 | 2020-08-31 | 2022-09-28 | $141 |
| VANGUARD SHORT TERM INVESTMENT | P | $148 | -$16 | -$16 | 2020-09-30 | 2022-09-28 | $132 |
| VANGUARD SHORT TERM INVESTMENT | P | $145 | -$16 | -$16 | 2020-10-30 | 2022-09-28 | $129 |
| VANGUARD SHORT TERM INVESTMENT | P | $143 | -$15 | -$15 | 2020-11-30 | 2022-09-28 | $128 |
| VANGUARD SHORT TERM INVESTMENT | P | $150 | -$17 | -$17 | 2020-12-31 | 2022-09-28 | $133 |
| VANGUARD SHORT TERM INVESTMENT | P | $126 | -$14 | -$14 | 2021-01-29 | 2022-09-28 | $112 |
| VANGUARD SHORT TERM INVESTMENT | P | $128 | -$13 | -$13 | 2021-02-26 | 2022-09-28 | $115 |
| VANGUARD SHORT TERM INVESTMENT | P | $119 | -$12 | -$12 | 2021-03-31 | 2022-09-28 | $107 |
| VANGUARD SHORT TERM INVESTMENT | P | $120 | -$13 | -$13 | 2021-04-30 | 2022-09-28 | $107 |
| VANGUARD SHORT TERM INVESTMENT | P | $115 | -$12 | -$12 | 2021-05-28 | 2022-09-28 | $103 |
| VANGUARD SHORT TERM INVESTMENT | P | $110 | -$12 | -$12 | 2021-06-30 | 2022-09-28 | $98 |
| VANGUARD SHORT TERM INVESTMENT | P | $114 | -$12 | -$12 | 2021-07-30 | 2022-09-28 | $102 |
| VANGUARD SHORT TERM INVESTMENT | P | $121 | -$12 | -$12 | 2021-08-31 | 2022-09-28 | $109 |
| EDGEWOOD GROWTH INSTITUTIONAL | P | $117,869 | $17,101 | $17,101 | 2017-10-27 | 2022-09-28 | $134,970 |
| EDGEWOOD GROWTH INSTITUTIONAL | P | $1,810 | $338 | $338 | 2018-12-20 | 2022-09-28 | $2,148 |
| EDGEWOOD GROWTH INSTITUTIONAL | P | $17,714 | $3,310 | $3,310 | 2018-12-20 | 2022-09-28 | $21,024 |
| OSHAUGHNESSY MARKET | P | $118,118 | $10,060 | $10,060 | 2019-04-30 | 2022-09-28 | $128,178 |
| VANGUARD US VALUE FACTOR | P | $5,504 | $825 | $825 | 2019-05-01 | 2022-09-29 | $6,329 |
| VANGUARD US VALUE FACTOR | P | $2,152 | $322 | $322 | 2019-05-01 | 2022-09-29 | $2,474 |
| VANGUARD US VALUE FACTOR | P | $7,656 | $1,148 | $1,148 | 2019-05-01 | 2022-09-29 | $8,804 |
| VANGUARD US VALUE FACTOR | P | $7,656 | $1,146 | $1,146 | 2019-05-01 | 2022-09-29 | $8,802 |
| VANGUARD US VALUE FACTOR | P | $7,656 | $1,148 | $1,148 | 2019-05-01 | 2022-09-29 | $8,804 |
| VANGUARD US VALUE FACTOR | P | $2,152 | $322 | $322 | 2019-05-01 | 2022-09-29 | $2,474 |
| VANGUARD US VALUE FACTOR | P | $5,504 | $825 | $825 | 2019-05-01 | 2022-09-29 | $6,329 |
| VANGUARD US VALUE FACTOR | P | $2,871 | $430 | $430 | 2019-05-01 | 2022-09-29 | $3,301 |
| VANGUARD US VALUE FACTOR | P | $3,905 | $585 | $585 | 2019-05-01 | 2022-09-29 | $4,490 |
| VANGUARD US VALUE FACTOR | P | $3,752 | $562 | $562 | 2019-05-01 | 2022-09-29 | $4,314 |
| VANGUARD US VALUE FACTOR | P | $12 | $10 | $10 | 2020-03-26 | 2022-09-29 | $22 |
| VANGUARD US VALUE FACTOR | P | $7,656 | $1,148 | $1,148 | 2019-05-01 | 2022-09-29 | $8,804 |
| VANGUARD US VALUE FACTOR | P | $7,656 | $1,148 | $1,148 | 2019-05-01 | 2022-09-29 | $8,804 |
| VANGUARD US VALUE FACTOR | P | $7,656 | $1,148 | $1,148 | 2019-05-01 | 2022-09-29 | $8,804 |
| VANGUARD US VALUE FACTOR | P | $7,656 | $1,148 | $1,148 | 2019-05-01 | 2022-09-29 | $8,804 |
| VANGUARD US VALUE FACTOR | P | $7,656 | $1,148 | $1,148 | 2019-05-01 | 2022-09-29 | $8,804 |
| VANGUARD US VALUE FACTOR | P | $2,152 | $322 | $322 | 2019-05-01 | 2022-09-29 | $2,474 |
| VANGUARD US VALUE FACTOR | P | $5,504 | $825 | $825 | 2019-05-01 | 2022-09-29 | $6,329 |
| VANGUARD US VALUE FACTOR | P | $7,656 | $1,148 | $1,148 | 2019-05-01 | 2022-09-29 | $8,804 |
| VANGUARD US VALUE FACTOR | P | $7,656 | $1,148 | $1,148 | 2019-05-01 | 2022-09-29 | $8,804 |
| VANGUARD US VALUE FACTOR | P | $7,656 | $1,148 | $1,148 | 2019-05-01 | 2022-09-29 | $8,804 |
| VANGUARD US VALUE FACTOR | P | $7,656 | $1,148 | $1,148 | 2019-05-01 | 2022-09-29 | $8,804 |
| VANGUARD US VALUE FACTOR | P | $7,656 | $1,148 | $1,148 | 2019-05-01 | 2022-09-29 | $8,804 |
| VANGUARD US VALUE FACTOR | P | $2,152 | $322 | $322 | 2019-05-01 | 2022-09-29 | $2,474 |
| VANGUARD US VALUE FACTOR | P | $5,504 | $824 | $824 | 2019-05-01 | 2022-09-29 | $6,328 |
| VANGUARD US VALUE FACTOR | P | $7,656 | $1,148 | $1,148 | 2019-05-01 | 2022-09-29 | $8,804 |
| VANGUARD US VALUE FACTOR | P | $7,656 | $1,148 | $1,148 | 2019-05-01 | 2022-09-29 | $8,804 |
| VANGUARD US VALUE FACTOR | P | $7,656 | $1,148 | $1,148 | 2019-05-01 | 2022-09-29 | $8,804 |
| VANGUARD US VALUE FACTOR | P | $7,656 | $1,148 | $1,148 | 2019-05-01 | 2022-09-29 | $8,804 |
| VANGUARD US VALUE FACTOR | P | $7,656 | $1,148 | $1,148 | 2019-05-01 | 2022-09-29 | $8,804 |
| VANGUARD US VALUE FACTOR | P | $7,656 | $1,147 | $1,147 | 2019-05-01 | 2022-09-29 | $8,803 |
| VANGUARD US VALUE FACTOR | P | $7,656 | $1,148 | $1,148 | 2019-05-01 | 2022-09-29 | $8,804 |
| VANGUARD US VALUE FACTOR | P | $7,656 | $1,148 | $1,148 | 2019-05-01 | 2022-09-29 | $8,804 |
| VANGUARD US VALUE FACTOR | P | $7,656 | $1,148 | $1,148 | 2019-05-01 | 2022-09-29 | $8,804 |
| VANGUARD US VALUE FACTOR | P | $7,656 | $1,148 | $1,148 | 2019-05-01 | 2022-09-29 | $8,804 |
| VANGUARD US VALUE FACTOR | P | $7,656 | $1,148 | $1,148 | 2019-05-01 | 2022-09-29 | $8,804 |
| VANGUARD US VALUE FACTOR | P | $7,656 | $1,148 | $1,148 | 2019-05-01 | 2022-09-29 | $8,804 |
| VANGUARD US VALUE FACTOR | P | $7,656 | $1,148 | $1,148 | 2019-05-01 | 2022-09-29 | $8,804 |
| VANGUARD US VALUE FACTOR | P | $7,656 | $1,148 | $1,148 | 2019-05-01 | 2022-09-29 | $8,804 |
| VANGUARD US VALUE FACTOR | P | $17,465 | $2,618 | $2,618 | 2019-05-01 | 2022-09-29 | $20,083 |
| VANGUARD US VALUE FACTOR | P | $22,587 | $3,386 | $3,386 | 2019-05-01 | 2022-09-29 | $25,973 |
| VANGUARD US VALUE FACTOR | P | $7,656 | $1,148 | $1,148 | 2019-05-01 | 2022-09-29 | $8,804 |
| VANGUARD US VALUE FACTOR | P | $1,514 | $334 | $334 | 2019-06-27 | 2022-09-29 | $1,848 |
| VANGUARD US VALUE FACTOR | P | $1,678 | $336 | $336 | 2019-09-19 | 2022-09-29 | $2,014 |
| VANGUARD US VALUE FACTOR | P | $1,511 | $1,304 | $1,304 | 2020-03-26 | 2022-09-29 | $2,815 |
| VANGUARD US VALUE FACTOR | P | $1,628 | $761 | $761 | 2020-07-02 | 2022-09-29 | $2,389 |
| VANGUARD US VALUE FACTOR | P | $1,520 | $670 | $670 | 2020-09-25 | 2022-09-29 | $2,190 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$84,305 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,613 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,613 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,613 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $13,304 | 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 | $13,304 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $7,691 | OverpaymentAmt |
| Applied To ES Tax | $7,691 | 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 | RI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | 0 | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | SANDRA BORNSTEIN | IndividualWithBooksNm |
| Phone | 4012738600 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 MEMORIAL BLVD SUITE 901 | AddressLine1Txt |
| City | PROVIDENCE | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02903 | 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 |
|---|---|---|---|---|---|---|---|---|
| RICHARD BORNSTEIN | ||||||||
| 622 N FLAGER DR 503 | WEST PALM BEACH | FL | 33401 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| SANDRA BORNSTEIN | ||||||||
| 622 N FLAGER DR 503 | WEST PALM BEACH | FL | 33401 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| JO-AN KAPLAN | ||||||||
| 12 BARBOUR DRIVE | PROVIDENCE | RI | 02906 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| BEN PASTOR | ||||||||
| 1000 CHAPEL VIEW BLVD SUITE 220 | CRANSTON | RI | 02920 | TRUSTEE | 0.00 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,193,045 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $851,199 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,044,244 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,044,244 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $75,664 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,968,580 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $248,429 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $248,429 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,613 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,613 | TotalTaxAmt |
| Distributable Before Adj | $242,816 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $242,816 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $242,816 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $363,545 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $363,545 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $242,816 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $153,006 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $48,154 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $159,370 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $16,367 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $59,533 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $436,430 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $363,545 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $242,816 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $120,729 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $557,159 | 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 | $153,006 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $404,153 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $48,154 | ExcessFromYear4Amt |
| Excess From Year3 | $159,370 | ExcessFromYear3Amt |
| Excess From Year2 | $16,367 | ExcessFromYear2Amt |
| Excess From Year1 | $59,533 | ExcessFromYear1Amt |
| Excess From Current Year | $120,729 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | SANDRA BORNSTEIN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SANDRA BORNSTEIN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 622 N FLAGER DR 503 | AddressLine1Txt |
| City | WEST PALM BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4012738600 | RecipientPhoneNum |
| Form And Info And Materials | N/A | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE FOUNDATION ONLY MAKES CONTRIBUTIONS TO PRE-SELECTED CHARITABLE ORGANIZATIONS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (38 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ACCESS POINT RI | ||||||
| 111 COMSTOCK PARKWAY | CRANSTON | RI | 02920 | 501(C)(3) | TO PROVIDE FINANCIAL SUPPORT FOR THE MISSION OF THE ORGANIZATION. | $2,000 |
| AMERICAN FRIENDS OF THE HEBREW UNIVERSITY | ||||||
| 100 W CYPRESS CREEK ROAD SUITE 865 | FORT LAUDERDALE | FL | 33309 | 501(C)(3) | TO PROVIDE FINANCIAL SUPPORT FOR THE MISSION OF THE ORGANIZATION. | $2,500 |
| BLACKSTONE PARK CONSERVANCY | ||||||
| PO BOX 603141 | PROVIDENCE | RI | 02906 | 501(C)(3) | TO PROVIDE FINANCIAL SUPPORT FOR THE MISSION OF THE ORGANIZATION. | $250 |
| BRADLEY HOSPITAL FOUNDATION | ||||||
| PO BOX H | PROVIDENCE | RI | 02901 | 501(C)(3) | TO PROVIDE FINANCIAL SUPPORT FOR THE MISSION OF THE ORGANIZATION. | $1,000 |
| BROWN UNIVERSITY | ||||||
| PO BOX 1877 | PROVIDENCE | RI | 02912 | 501(C)(3) | TO PROVIDE FINANCIAL SUPPORT FOR THE MISSION OF THE ORGANIZATION. | $5,000 |
| BRYANT UNIVERSITY | ||||||
| 1150 DOUGLAS PIKE | SMITHFIELD | RI | 02917 | 501(C)(3) | TO PROVIDE FINANCIAL SUPPORT FOR THE MISSION OF THE ORGANIZATION. | $5,000 |
| CLASSICAL HIGH SCHOOL ALUMNI ASSOCIATION | ||||||
| 11 SOUTH ANGELL STREET 302 | PROVIDENCE | RI | 02906 | 501(C)(3) | TO PROVIDE FINANCIAL SUPPORT FOR THE MISSION OF THE ORGANIZATION. | $1,000 |
| CHAI LIFELINE | ||||||
| 151 WEST 30TH STREET 7TH FLOOR | NEW YORK | NY | 10001 | 501(C)(3) | TO PROVIDE FINANCIAL SUPPORT FOR THE MISSION OF THE ORGANIZATION. | $1,000 |
| DANA FARBER CANCER INSTITUTE | ||||||
| 220 SUNRISE AVENUE SUITE 204 | PALM BEACH | FL | 33480 | 501(C)(3) | TO PROVIDE FINANCIAL SUPPORT FOR THE MISSION OF THE ORGANIZATION. | $80,000 |
| FRIENDS OF HOJA NUEVA | ||||||
| 5280 ROSE AVENUE NE | BAINBRIDGE ISLAND | WA | 98110 | 501(C)(3) | TO PROVIDE FINANCIAL SUPPORT FOR THE MISSION OF THE ORGANIZATION. | $1,000 |
| A WISH COME TRUE | ||||||
| 6 JEFFERSON DRIVE | COVENTRY | RI | 02816 | 501(C)(3) | TO PROVIDE FINANCIAL SUPPORT FOR THE MISSION OF THE ORGANIZATION. | $1,400 |
| HOME & HOSPICE CARE OF RI | ||||||
| 1085 NORTH MAIN STREET | PROVIDENCE | RI | 02904 | 501(C)(3) | TO PROVIDE FINANCIAL SUPPORT FOR THE MISSION OF THE ORGANIZATION. | $2,500 |
| JAFCO | ||||||
| 4200 N UNIVERSITY DRIVE | SUNRISE | FL | 33351 | 501(C)(3) | TO PROVIDE FINANCIAL SUPPORT FOR THE MISSION OF THE ORGANIZATION. | $600 |
| ISRAELI GUIDE DOGS | ||||||
| 968 EASTON ROAD SUITE H | WARRINGTON | PA | 18976 | 501(C)(3) | TO PROVIDE FINANCIAL SUPPORT FOR THE MISSION OF THE ORGANIZATION. | $100 |
| JEWISH ALLIANCE OF RI | ||||||
| 401 ELMGROVE AVENUE | PROVIDENCE | RI | 02906 | 501(C)(3) | TO PROVIDE FINANCIAL SUPPORT FOR THE MISSION OF THE ORGANIZATION. | $44,000 |
| JEWISH FEDERATION OF PALM BEACH | ||||||
| 4601 COMMUNITY DRIVE | WEST PALM BEACH | FL | 33414 | 501(C)(3) | TO PROVIDE FINANCIAL SUPPORT FOR THE MISSION OF THE ORGANIZATION. | $48,000 |
| JIMMY FUND | ||||||
| 77 4TH AVENUE | NEEDHAM | MA | 02494 | 501(C)(3) | TO PROVIDE FINANCIAL SUPPORT FOR THE MISSION OF THE ORGANIZATION. | $1,000 |
| KRAVIS CENTER | ||||||
| 701 OKEECHOBEE BOULEVARD | WEST PALM BEACH | FL | 33401 | 501(C)(3) | TO PROVIDE FINANCIAL SUPPORT FOR THE MISSION OF THE ORGANIZATION. | $12,500 |
| MIRIAM HOSPITAL FOUNDATION | ||||||
| PO BOX H | PROVIDENCE | RI | 02901 | 501(C)(3) | TO PROVIDE FINANCIAL SUPPORT FOR THE MISSION OF THE ORGANIZATION. | $4,000 |
| MORSE LIFE FOUNDATION | ||||||
| 4847 FRED GLADSTONE DRIVE | WEST PALM BEACH | FL | 33417 | 501(C)(3) | TO PROVIDE FINANCIAL SUPPORT FOR THE MISSION OF THE ORGANIZATION. | $32,500 |
| PALM BEACH COUNTRY CLUB FOUNDATION | ||||||
| 760 NORTH OCEAN BLVD | PALM BEACH | FL | 33480 | 501(C)(3) | TO PROVIDE FINANCIAL SUPPORT FOR THE MISSION OF THE ORGANIZATION. | $3,000 |
| PALM BEACH POLICE & FIRE FOUNDATION | ||||||
| PO BOX 242 | PALM BEACH | FL | 33480 | 501(C)(3) | TO PROVIDE FINANCIAL SUPPORT FOR THE MISSION OF THE ORGANIZATION. | $10,000 |
| JEWISH VOICE & HERALD | ||||||
| 401 ELMGROVE AVENUE | PROVIDENCE | RI | 02906 | 501(C)(3) | TO PROVIDE FINANCIAL SUPPORT FOR THE MISSION OF THE ORGANIZATION. | $200 |
| JUVENILE DIABETES RESEARCH FOUNDATION | ||||||
| 200 VESEY STREET 28TH FLOOR | NEW YORK | NY | 10281 | 501(C)(3) | TO PROVIDE FINANCIAL SUPPORT FOR THE MISSION OF THE ORGANIZATION. | $200 |
| PROMISE FUND OF FLORIDA | ||||||
| 340 ROYAL POINCIANA WAY | PALM BEACH | FL | 33480 | 501(C)(3) | TO PROVIDE FINANCIAL SUPPORT FOR THE MISSION OF THE ORGANIZATION. | $5,000 |
| PROVIDENCE HEBREW DAY SCHOOL | ||||||
| 23 ELMWAY STREET | PROVIDENCE | RI | 02906 | 501(C)(3) | TO PROVIDE FINANCIAL SUPPORT FOR THE MISSION OF THE ORGANIZATION. | $180 |
| PROVIDENCE PROMISE | ||||||
| TWO REGENCY PLAZA SUITE 4 | PROVIDENCE | RI | 02903 | 501(C)(3) | TO PROVIDE FINANCIAL SUPPORT FOR THE MISSION OF THE ORGANIZATION. | $1,000 |
| NATIONAL COUNCIL OF JEWISH WOMEN | ||||||
| PO BOX 540414 | GREENACRES | FL | 33454 | 501(C)(3) | TO PROVIDE FINANCIAL SUPPORT FOR THE MISSION OF THE ORGANIZATION. | $200 |
| SANDRA BORNSTEIN HOLOCAUST EDUCATION CENTER | ||||||
| 401 ELMGROVE AVENUE | PROVIDENCE | RI | 02906 | 501(C)(3) | TO PROVIDE FINANCIAL SUPPORT FOR THE MISSION OF THE ORGANIZATION. | $20,000 |
| SOUTH FLORIDA PBS | ||||||
| 3401 S CONGRESS AVENUE | BOWNTON BEACH | FL | 33426 | 501(C)(3) | TO PROVIDE FINANCIAL SUPPORT FOR THE MISSION OF THE ORGANIZATION. | $2,000 |
| TEMPLE EMANU-EL | ||||||
| 99 TAFT AVENUE | PROVIDENCE | RI | 02906 | 501(C)(3) | TO PROVIDE FINANCIAL SUPPORT FOR THE MISSION OF THE ORGANIZATION. | $30,865 |
| TOMORROW FUND OF RI | ||||||
| 593 EDDY STREET | PROVIDENCE | RI | 02903 | 501(C)(3) | TO PROVIDE FINANCIAL SUPPORT FOR THE MISSION OF THE ORGANIZATION. | $1,000 |
| UNIVERSITY OF RI | ||||||
| 6 QUARRY ROAD | KINGSTON | RI | 02881 | 501(C)(3) | TO PROVIDE FINANCIAL SUPPORT FOR THE MISSION OF THE ORGANIZATION. | $5,000 |
| UNITED WAY OF PALM BEACH | ||||||
| PO BOX 1141 | PALM BEACH | FL | 33480 | 501(C)(3) | TO PROVIDE FINANCIAL SUPPORT FOR THE MISSION OF THE ORGANIZATION. | $11,000 |
| WHEELER SCHOOL | ||||||
| 216 HOPE STREET | PROVIDENCE | RI | 02906 | 501(C)(3) | TO PROVIDE FINANCIAL SUPPORT FOR THE MISSION OF THE ORGANIZATION. | $5,000 |
| BRIGHAM AND WOMEN'S HOSPITAL | ||||||
| 116 HUNTINGTON AVENUE 3RD FLOOR | BOSTON | MA | 02116 | 501(C)(3) | TO PROVIDE FINANCIAL SUPPORT FOR THE MISSION OF THE ORGANIZATION. | $23,000 |
| BUTLER HOSPITAL FOUNDATION | ||||||
| 171 SERVICE AVENUE SUITE 310 | WARWICK | RI | 02886 | 501(C)(3) | TO PROVIDE FINANCIAL SUPPORT FOR THE MISSION OF THE ORGANIZATION. | $500 |
| WOMEN'S LEAGUE OF TEMPLE EMANU-EL | ||||||
| 190 NORTH COUNTY ROAD | PALM BEACH | FL | 33480 | 501(C)(3) | TO PROVIDE FINANCIAL SUPPORT FOR THE MISSION OF THE ORGANIZATION. | $50 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $363,545 | 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) |
|---|---|---|
| Related Or Exempt Function Incm | $5,354 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $429,278 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$84,305 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $350,327 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $350,327 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (4 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | INTEREST IS APPLIED BY THE FOUNDATION IN PROVIDING DONATIONS TO BENEFICIARY ORGANIZATIONS AIDED BY THE FOUNDATION. |
| 4 | DIVIDENDS ARE APPLIED BY THE FOUNDATION IN PROVIDING DONATIONS TO BENEFICIARY ORGANIZATIONS AIDED BY THE FOUNDATION. |
| 7 | OTHER INCOME IS APPLIED BY THE FOUNDATION IN PROVIDING DONATIONS TO BENEFICIARY ORGANIZATIONS AIDED BY THE FOUNDATION. |
| 8 | GAINS ARE APPLIED BY THE FOUNDATION IN PROVIDING DONATIONS TO BENEFICIARY ORGANIZATIONS AIDED BY THE FOUNDATION. |
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 |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | N/A | Desc |
| Amt | $0 | Amt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| LIMITED PARTNERSHIP | AT COST | $3,666,142 | $3,880,266 |
| MUTUAL FUNDS | AT COST | $709,348 | $707,518 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MGR FEE | $318 | $318 | $0 |
| BANK AND OTHER FEES | $150 | $150 | $0 |
| OTHER PORTFOLIO EXPENSES | $25,601 | $25,601 | $0 |
| INVESTMENT INTEREST EXPENSE | $4,422 | $4,422 | $0 |
| FEDERAL TAXES | $20,000 | $0 | $0 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD J BORNSTEIN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 622 N FLAGER DRIVE 503 | AddressLine1Txt |
| City | WEST PALM BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33401 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES PAID | CategoryTxt |
| Amt | $358 | Amt |
| Net Investment Income | $358 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |