KBT CHARITABLE FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- KBT CHARITABLE FOUNDATION (EIN 20-2025601)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-15
- IRS object ID
- 202233199349101483
- Schema version
- 2021v4.2
- 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
- Other Decreases Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-15T09:57:57-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 99 SUMMER STREET SUITE 520 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | 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 | SHARI REDSTONE | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 7814611600 | PhoneNum |
| Signature | 2022-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SHARI | PersonFirstNm |
| Person Last | REDSTONE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID DESMARAIS | PreparerPersonNm |
| PTIN | P00435727 | PTIN |
| Phone | 6172368098 | 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 | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,112,038 | 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 | $5 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $151,857 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $151,857 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $89,134 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $385,732 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $89,134 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $240,996 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $240,996 | 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 |
| Accounting Fees Rev And Expnss | $500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $48,607 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $48,607 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $829 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $704 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $125 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $49,936 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $49,811 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $125 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $494,750 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $494,750 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $544,686 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $49,811 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $494,875 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$303,690 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $191,185 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst EOY | $18,765 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $18,765 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $5,068,543 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,750,819 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,093,273 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $5,068,543 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,769,584 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,112,038 | 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 | $5,068,543 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,769,584 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,068,543 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,769,584 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,068,543 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,769,584 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,068,543 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$303,690 | ExcessRevenueOverExpensesAmt |
| Other Increases | $8,231 | OtherIncreasesAmt |
| Subtotal | $4,773,084 | SubtotalAmt |
| Other Decreases | $3,500 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,769,584 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|
| COMMON STOCK | 2021-12-31 | $275,000 | $296,598 | -$21,598 | -$21,598 | |
| CAPITAL GAINS DIVIDENDS | $110,732 | $110,732 | $110,732 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $89,134 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,657 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,657 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,657 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,879 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $8,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $11,879 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $9,222 | OverpaymentAmt |
| Applied To ES Tax | $9,222 | 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 | 0 | 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 | 0.00 | $0 | $0 | $0 |
| KIMBERLEE A KORFF | ||||||||
| 846 UNIVERSITY AVENUE | NORWOOD | MA | 02062 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| BRANDON J KORFF | ||||||||
| 846 UNIVERSITY AVENUE | NORWOOD | MA | 02062 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| TYLER J KORFF | ||||||||
| 846 UNIVERSITY AVENUE | NORWOOD | MA | 02062 | 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 |
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 | $6,690,756 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $42,060 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,732,816 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,732,816 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $100,992 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,631,824 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $331,591 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $331,591 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,657 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,657 | TotalTaxAmt |
| Distributable Before Adj | $328,934 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $328,934 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $328,934 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $494,875 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $494,875 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $328,934 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $303,700 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $324,980 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $271,800 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $332,800 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $5,334 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,238,614 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $494,875 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $328,934 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $165,941 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,404,555 | 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 | $303,700 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,100,855 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $324,980 | ExcessFromYear4Amt |
| Excess From Year3 | $271,800 | ExcessFromYear3Amt |
| Excess From Year2 | $332,800 | ExcessFromYear2Amt |
| Excess From Year1 | $5,334 | ExcessFromYear1Amt |
| Excess From Current Year | $165,941 | 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 (27 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 | COMMUNITY | $15,000 |
| 92ND ST Y NURSERY SCHOOL | |||||||
| 1395 LEXINGTON AVE | NEW YORK | NY | 10128 | NONE | PUBLIC CHARITY | EDUCATION | $30,000 |
| AMERICAN FRIENDS OF BEIT ISSIE SHAPIRO | |||||||
| 25 W 45TH ST 1405 | NEW YORK | NY | 10036 | NONE | PUBLIC CHARITY | COMMUNITY | $10,000 |
| AMERICAN FRIENDS OF MAGEN DAVID ADOM | |||||||
| 20 W 36TH ST | NEW YORK | NY | 10018 | NONE | PUBLIC CHARITY | COMMUNITY | $50,000 |
| AMERICAN FRIENDS OF MEIR PANIM | |||||||
| 88 WALTON ST SUITE B1 | BROOKLYN | NY | 11206 | NONE | PUBLIC CHARITY | COMMUNITY | $10,000 |
| AMERICAN FRIENDS OF WGH | |||||||
| 105 SPRAGUE AVE | MIDDLETOWN | NY | 10940 | NONE | PUBLIC CHARITY | COMMUNITY | $5,000 |
| BROOKLYN LAW SCHOOL | |||||||
| 250 JORALEMON ST | BROOKLYN | NY | 11201 | NONE | PUBLIC CHARITY | COMMUNITY | $20,000 |
| CHABAD LAMETAYEL INC | |||||||
| 631 MONTGOMERY ST | BROOKLYN | NY | 11225 | NONE | PUBLIC CHARITY | COMMUNITY | $11,000 |
| COLUMBIA UNIVERSITY | |||||||
| COLUMBIA UNIVERSITY | NEW YORK | NY | 10027 | NONE | PUBLIC CHARITY | EDUCATION | $15,000 |
| DANA-FARBER CANCER INSTITUTE | |||||||
| 450 BROOKLINE AVE | BOSTON | MA | 02215 | NONE | PUBLIC CHARITY | MEDICAL | $20,000 |
| FRIENDS OF UNITED HATZALAH | |||||||
| 208 E 51ST ST 303 | NEW YORK | NY | 10022 | NONE | PUBLIC CHARITY | COMMUNITY | $3,600 |
| GIFT OF LIFE MARROW REGISTRY | |||||||
| 5901 BROKEN SOUND PKWY NW SUITE 600 | BOCA RATON | FL | 33487 | NONE | PUBLIC CHARITY | COMMUNITY | $10,000 |
| GREATER BOSTON FOOD BANK | |||||||
| 70 S BAY AVE | BOSTON | MA | 02118 | NONE | PUBLIC CHARITY | COMMUNITY | $5,000 |
| JEWISH FAMILY & CHILDREN'S SERVICE | |||||||
| 1430 MAIN ST | WALTHAM | MA | 02451 | NONE | PUBLIC CHARITY | COMMUNITY | $2,000 |
| KANFEI CHAYIM | |||||||
| PO BOX 609 | CENTRAL VALLEY | NY | 10917 | NONE | PUBLIC CHARITY | COMMUNITY | $45,550 |
| LOS ANGELES POLICE FOUNDATION | |||||||
| US BANK TOWER 633 W 5TH ST 960 | LOS ANGELES | CA | 90071 | NONE | PUBLIC CHARITY | COMMUNITY | $10,000 |
| LUBAVITCH HOUSE AT THE UNIVERSITY OF PENNSYLVANIA | |||||||
| 4032 SPRUCE ST | PHILADELPHIA | PA | 19104 | NONE | PUBLIC CHARITY | COMMUNITY | $16,100 |
| MASS EYE AND EAR | |||||||
| 243 CHARLES STREET | BOSTON | MA | 02114 | NONE | PUBLIC CHARITY | MEDICAL | $20,000 |
| MEMORIAL SLOAN KETTERINGCANCER CENTER | |||||||
| 1275 YORK AVENUE | NEW YORK | NY | 10065 | NONE | PUBLIC CHARITY | MEDICAL | $20,000 |
| NEW ENGLAND YACHAD | |||||||
| 384 HARVARD ST | NEW YORK | NY | 02446 | NONE | PUBLIC CHARITY | COMMUNITY | $25,000 |
| PEF ISRAEL ENDOWMENT FUNDS INC | |||||||
| 630 3RD AVE 15TH | NEW YORK | NY | 10017 | NONE | PUBLIC CHARITY | COMMUNITY | $5,500 |
| PORTLAND COMMUNITY COLLEGE NEWBERG CENTER | |||||||
| 135 WERTH BLVD | NEWBERG | OR | 97132 | NONE | PUBLIC CHARITY | COMMUNITY | $40,000 |
| RAMAZ SCHOOL | |||||||
| 60 EAST 78TH STREET | NEW YORK | NY | 10075 | NONE | PUBLIC CHARITY | EDUCATION | $25,000 |
| THE CENTRAL FUND OF ISRAEL | |||||||
| 461 CENTRAL AVENUE | CEDARHURST | NY | 11516 | NONE | PUBLIC CHARITY | COMMUNITY | $3,000 |
| TIKVA CHILDREN'S HOME | |||||||
| 8 HENDERSON DR | WEST CALDWELL | NJ | 07006 | NONE | PUBLIC CHARITY | COMMUNITY | $28,000 |
| UNIVERSITY OF MICHIGAN | |||||||
| 400 4TH ST | ANN ARBOR | MI | 48103 | NONE | PUBLIC CHARITY | EDUCATION | $25,000 |
| UNIVERSITY OF PENNSYLVANIA | |||||||
| 3451 WALNUT STREET | PHILADELPHIA | PA | 19104 | NONE | PUBLIC CHARITY | EDUCATION | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $494,750 | 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 | $5 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $151,857 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $89,134 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $240,996 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $240,996 | 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 | $500 | Amt |
| Net Investment Income | $500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MERRILL LYNCH #4019 | StockNm |
| EOY Book Value | $4,750,819 | EOYBookValueAmt |
| EOYFMV | $7,093,273 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INTERNAL REVENUE SERVICE TAX PAYMENTS | Desc |
| Amt | $3,500 | Amt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NON-DIVIDEND DISTRIBUTIONS | Desc |
| Amt | $8,231 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $48,607 | Amt |
| Net Investment Income | $48,607 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MA FILING FEE | $125 | $0 | $125 |
| FOREIGN TAXES PAID | $704 | $704 | $0 |