BEKER FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- BEKER FOUNDATION (EIN 13-3249239)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-15
- IRS object ID
- 202233199349102813
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-15T10:10:44-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 271728945 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PFK O'CONNOR DAVIES LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 MAMARONECK AVENUE | AddressLine1Txt |
| City | HARRISON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 105281633 | 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 | 133249239 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BEKER FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O MILLBURN RIDGEFIELD CORPORATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BEKE | BusinessNameControlTxt |
| Phone | 2123327300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 WEST 46TH STREET 31ST FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10036 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HARVEY BEKER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2123327300 | 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 | HARVEY | PersonFirstNm |
| Person Last | BEKER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GARRETT M HIGGINS CPA | PreparerPersonNm |
| PTIN | P00543209 | PTIN |
| Phone | 9143818900 | 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 | $51,769,187 | 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 | $513,628 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $451,640 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $451,640 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,997,140 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,146,455 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,939,977 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$307,215 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$312,821 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,655,193 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,078,796 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $95,194 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $95,194 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $46,148 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $46,148 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $12,082 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $12,082 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $38 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $38 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $6,800 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $49,413 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $49,413 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $20,650 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $20,650 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $12,304 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $6,304 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $291 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $3 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $3,301 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $3,301 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $184,682 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $179,504 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $5,178 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $430,903 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $206,461 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $218,154 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,953,295 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,953,295 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,384,198 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $206,461 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,171,449 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,270,995 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,872,335 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $442,624 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $379,118 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $379,118 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $8,051,030 | CorporateStockBOYAmt |
| Corporate Stock EOY | $9,880,953 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $9,880,953 | CorporateStockEOYFMVAmt |
| Invst Land Cost Or Other Basis | $1,440 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $288 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments EOY | $1,152 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $1,152 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $36,220,644 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $41,507,964 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $41,507,964 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $44,714,298 | TotalAssetsBOYAmt |
| Total Assets EOY | $51,769,187 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $51,769,187 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $44,714,298 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $51,769,187 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $44,714,298 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $51,769,187 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $44,714,298 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $51,769,187 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $44,714,298 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,270,995 | ExcessRevenueOverExpensesAmt |
| Other Increases | $5,783,894 | OtherIncreasesAmt |
| Subtotal | $51,769,187 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $51,769,187 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (25 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| NESTOR PARTNERS (PARTNERSHIP) | P | 2021-01-01 | 2021-12-31 | $274,133 | $274,133 | $274,133 | |
| NESTOR PARTNERS (PARTNERSHIP) | P | 2020-12-31 | 2021-12-31 | $33,221 | $33,221 | $33,221 | |
| NCH BAKLAN FUND LP (PARTNERSHIP) | P | 2020-12-31 | 2021-12-31 | -$6,460 | -$6,460 | $6,460 | |
| MILLBURN EQUITY PARTNERS LLC (PARTNERSHIP) | P | 2021-01-01 | 2021-12-31 | $2,552 | $2,552 | $2,552 | |
| MILLBURN EQUITY PARTNERS LLC (PARTNERSHIP) | P | 2020-12-31 | 2021-12-31 | $414,230 | $414,230 | $414,230 | |
| SHAREVEST PARTNERS (PARTNERSHIP) | P | 2021-01-01 | 2021-12-31 | $17,141 | $17,141 | $17,141 | |
| SHAREVEST PARTNERS (PARTNERSHIP) | P | 2020-12-31 | 2021-12-31 | $782,432 | $782,432 | $782,432 | |
| MILLBURN MCO PARTNERS LP (PARTNERSHIP) | P | 2021-01-01 | 2021-12-31 | $120,241 | $120,241 | $120,241 | |
| MILLBURN MCO PARTNERS LP (PARTNERSHIP) | P | 2020-12-31 | 2021-12-31 | $342,249 | $342,249 | $342,249 | |
| APOLLO FUND (PARTNERSHIP) | P | 2021-01-01 | 2021-12-31 | $823,262 | $823,262 | $823,262 | |
| APOLLO FUND (PARTNERSHIP) | P | 2020-12-31 | 2021-12-31 | $36,812 | $36,812 | $36,812 | |
| LESS: CAPITAL GAINS/LOSSES SUBJECT TO UBT | P | 2021-01-01 | 2021-12-31 | -$10,623 | -$10,623 | $10,623 | |
| LESS: CAPITAL GAINS/LOSSES SUBJECT TO UBT | P | 2020-12-31 | 2021-12-31 | -$46,540 | -$46,540 | $46,540 | |
| P | $0 | $0 | |||||
| P | $0 | $0 | |||||
| 0.307 ISHARES RUSSELL 1000 ETF | P | 2021-03-31 | 2021-05-03 | $72 | $3 | $3 | $69 |
| 0.324 ISHARES RUSSELL 2000 ETF | P | 2021-03-31 | 2021-05-03 | $73 | $2 | $2 | $71 |
| 0.465 ISHARES RUSSELL MID CAP ETF | P | 2021-03-31 | 2021-05-03 | $36 | $2 | $2 | $34 |
| 0.019 VANGUARD REAL ESTATE INDEX ETF | P | 2021-03-30 | 2021-05-03 | $2 | $0 | $0 | $2 |
| 384 ISHARES RUSSELL 1000 ETF | P | 2015-12-07 | 2021-11-04 | $99,859 | $55,470 | $55,470 | $44,389 |
| 0.539 ISHARES RUSSELL 1000 ETF | P | 2015-12-07 | 2021-11-04 | $140 | $78 | $78 | $62 |
| 427 ISHARES RUSSELL 2000 ETF | P | 2015-12-07 | 2021-11-04 | $99,991 | $50,555 | $50,555 | $49,436 |
| 0.038 ISHARES RUSSELL 2000 ETF | P | 2015-12-07 | 2021-11-04 | $9 | $5 | $5 | $4 |
| 1,193 ISHARES RUSSELL MID CAP ETF | P | 2015-12-07 | 2021-11-04 | $99,992 | $51,208 | $51,208 | $48,784 |
| 0.091 ISHARES RUSSELL MID CAP ETF | P | 2015-12-07 | 2021-11-04 | $8 | $4 | $4 | $4 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,939,977 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $39,925 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $39,925 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $39,925 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $20,612 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $61,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $81,612 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $41,687 | OverpaymentAmt |
| Applied To ES Tax | $41,687 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| 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 | THEBEKERFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREGG BUCKBINDER CO MILLBURN RIDGEFIELD CORP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2123327300 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 WEST 46TH STREET 31ST FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10036 | 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 | Yes (1) | 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 | 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 (6 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 | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| HARVEY BEKER | |||||||||
| C/O 204 COMMONWEALTH AVENUE | BOSTON | MA | 02116 | PRESIDENT & TREASURER | 1.00 | $0 | $0 | $0 | |
| JAYNE BEKER | |||||||||
| C/O 204 COMMONWEALTH AVENUE | BOSTON | MA | 02116 | VP & SECRETARY | 1.00 | $0 | $0 | $0 | |
| GREGG BUCKBINDER | |||||||||
| C/O MILLBURN RIDGEFIELD CORP 55 | NEW YORK | NY | 10036 | ASST SECRETARY & ASST TREA | 0.50 | $0 | $0 | $0 | WEST 46TH STREET 31ST FLOOR |
| SHERI GUROCK | |||||||||
| C/O 204 COMMONWEALTH AVENUE | BOSTON | MA | 02116 | EXECUTIVE DIRECTOR | 35.00 | $95,194 | $0 | $0 | |
| ALISON JUDD | |||||||||
| C/O 204 COMMONWEALTH AVENUE | BOSTON | MA | 02116 | DIRECTOR | 0.50 | $0 | $0 | $0 | |
| EMILY BEKER | |||||||||
| C/O 204 COMMONWEALTH AVENUE | BOSTON | MA | 02116 | DIRECTOR | 0.50 | $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 | $48,326,957 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $691,256 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $49,018,213 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $49,018,213 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $735,273 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $48,282,940 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,414,147 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,414,147 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $39,925 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $8,766 | IncomeTaxAmt |
| Total Tax | $48,691 | TotalTaxAmt |
| Distributable Before Adj | $2,365,456 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,365,456 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,365,456 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,171,449 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $1,440 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $2,172,889 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,365,456 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $33,321 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,172,889 | QualifyingDistributionsAmt |
| Applied To Year1 | $33,321 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,139,568 | 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 | $225,888 | 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) |
|---|---|---|
| Contributing Manager | HARVEY BEKER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (138 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| 826 BOSTON | |||||||
| 3035 WASHINGTON ST | ROXBURY | MA | 02119 | PC | GENERAL OPERATING | $6,000 | |
| ALEPH SOCIETY | |||||||
| 25 WEST 45 ST SUITE 701 | NEW YORK | NY | 10036 | PC | GENERAL OPERATING | $1,500 | |
| AMERICAN FRIENDS OF SHALVA | |||||||
| 22 W 38 ST | NEW YORK | NY | 10016 | PC | GENERAL OPERATING | $10,000 | |
| AMERICAN FRIENDS OF DENTAL VOLUNTEERS FOR ISRAEL | |||||||
| 57 E 72ND STREET SUITE 1B | NEW YORK | NY | 10021 | PC | GENERAL OPERATING | $1,000 | |
| AMERICAN FRIENDS OF YAHAD-IN UNUM | |||||||
| 25 WEST 45TH ST SUITE 701 | NEW YORK | NY | 10036 | PC | GENERAL OPERATING | $5,000 | |
| AMERICAN REPERTORY THEATER | |||||||
| 64 BRATTLE ST | CAMBRIDGE | MA | 02138 | PC | GENERAL OPERATING | $5,000 | |
| ANIMAL RESCUE LEAGUE OF BOSTON | |||||||
| 10 ANNAS PLACE | DEDHAM | MA | 02026 | PC | GENERAL OPERATING | $300 | |
| ARCK | |||||||
| 36 BROMFIELD ST 301 | BOSTON | MA | 02108 | PC | GENERAL OPERATING | $2,500 | |
| ARTISTS FOR HUMANITY | |||||||
| 100 W 2ND ST | BOSTON | MA | 02127 | PC | GENERAL OPERATING | $5,000 | |
| ARTS & BUSINESS COUNCIL OF GREATER BOSTON | |||||||
| 15 CHANNEL CENTER STREET SUITE 103 | BOSTON | MA | 02210 | PC | GENERAL OPERATING | $2,500 | |
| ASSOCIATES OF THE BOSTON PUBLIC LIBRARY | |||||||
| 700 BOYLSTON ST | BOSTON | MA | 02116 | PC | GENERAL OPERATING | $2,000 | |
| BAGLY | |||||||
| 28 COURT SQUARE | BOSTON | MA | 02108 | PC | GENERAL OPERATING | $10,000 | |
| BERKLEE INSTITUTE FOR ARTS EDUCATION AND SPECIAL NEEDS | |||||||
| C/O BERKLEE COLLEGE OF MUSIC 1140 | BOSTON | MA | 02215 | PC | GENERAL OPERATING | $25,000 | BOYLSTON ST |
| BIKES NOT BOMBS | |||||||
| 284 AMORY STREET | JAMAICA PLAIN | MA | 02130 | PC | GENERAL OPERATING | $2,000 | |
| BOSTON EXPLORERS | |||||||
| 72 MONTGOMERY ST | BOSTON | MA | 02116 | PC | GENERAL OPERATING | $7,500 | |
| BOSTON FOUNDATION COMMITTEE TO LIGHT COMM AVE | |||||||
| PO BOX 990648 | BOSTON | MA | 02199 | PC | GENERAL OPERATING | $5,000 | |
| BOTTOM LINE | |||||||
| 50 MILK ST 16TH FLOOR | BOSTON | MA | 02109 | PC | GENERAL OPERATING | $10,000 | |
| BRANDEIS UNIVERSITY | |||||||
| PO BOX 9110 MAIL STOP 092 | WALTHAM | MA | 022549110 | PC | GENERAL OPERATING | $154,250 | |
| BREAKTIME | |||||||
| 170 PORTLAND STREET | BOSTON | MA | 02114 | PC | GENERAL OPERATING | $25,000 | |
| BRIGHTER BOSTON | |||||||
| 115 ELIOT STREET | CHESTNUT HILL | MA | 02467 | PC | GENERAL OPERATING | $2,500 | |
| BRIGHAM & WOMENS HOSPITAL | |||||||
| 116 HUNTINGTON AVE 3RD FL | BOSTON | MA | 02116 | PC | GENERAL OPERATING | $25,000 | |
| BRIS AVROHOM | |||||||
| 910 SALEM AVE | HILLSIDE | NJ | 07205 | PC | GENERAL OPERATING | $3,600 | |
| BROOKLINE COMMUNITY MENTAL HEALTH CENTER | |||||||
| 41 GARRISON ROAD | BROOKLINE | MA | 02445 | PC | GENERAL OPERATING | $5,000 | |
| BROOKLINE FOOD PANTRY | |||||||
| PO BOX 45 | BROOKLINE | MA | 02446 | PC | GENERAL OPERATING | $2,500 | |
| THE BROOKLINE LIBRARY FOUNDATION | |||||||
| 361 WASHINGTON STREET | BROOKLINE | MA | 02445 | PC | GENERAL OPERATING | $600 | |
| BROOKVIEW HOUSE | |||||||
| 2 BROOKVIEW STREET | DORCHESTER | MA | 02124 | PC | GENERAL OPERATING | $2,000 | |
| CAMP RAMAH WISCONSIN | |||||||
| 65 EAST WACKER PLACE SUITE 1200 | CHICAGO | IL | 60601 | PC | GENERAL OPERATING | $5,000 | |
| CAPE COD HEALTH CARE | |||||||
| PO BOX 370 | HYANNIS | MA | 02601 | PC | GENERAL OPERATING | $5,000 | |
| THE CENTER FOR TRAUMA AND EMBODIMENT AT JUSTICE RESOURCE INSTITUTE | |||||||
| 160 GOULD STREET SUITE 300 | NEEDHAM | MA | 02494 | PC | GENERAL OPERATING | $10,000 | |
| CHABAD JEWISH CENTER | |||||||
| 745 WEST MAIN ST | HYANNIS | MA | 02601 | PC | GENERAL OPERATING | $1,800 | |
| CHILDRENS SERVICES OF ROXBURY | |||||||
| 520 DUDLEY STREET | ROXBURY | MA | 02119 | PC | GENERAL OPERATING | $20,000 | |
| CIRCUS UP | |||||||
| 8 BROOKLEY RD | JAMAICA PLAIN | MA | 02130 | PC | GENERAL OPERATING | $10,000 | |
| CITYSPROUTS | |||||||
| 1035 CAMBRIDGE STREET | CAMBRIDGE | MA | 02141 | PC | GENERAL OPERATING | $3,000 | |
| CLARK UNIVERSTY | |||||||
| 950 MAIN ST | WORCESTER | MA | 01610 | PC | GENERAL OPERATING | $2,000 | |
| CLARK UNIVERSTY HILLEL | |||||||
| 950 MAIN ST | WORCESTER | MA | 01610 | PC | GENERAL OPERATING | $3,600 | |
| COACHING 4 CHANGE | |||||||
| 427 WINTHROP ST UNIT A | TAUNTON | MA | 02780 | PC | GENERAL OPERATING | $2,500 | |
| COMBINED JEWISH PHILANTHROPIES | |||||||
| 126 HIGH ST | BOSTON | MA | 02110 | PC | GENERAL OPERATING | $150,000 | |
| CONGREGATION BETH SHALOM | |||||||
| 5303 WINTERS CHAPEL RD | DUNWOODY | GA | 30360 | PC | GENERAL OPERATING | $1,800 | |
| CONGREGATION KEHILLATH ISRAEL | |||||||
| 384 HARVARD ST | BROOKLINE | MA | 02446 | PC | GENERAL OPERATING | $29,396 | |
| COTUIT CENTER FOR THE ARTS | |||||||
| 4404 FALMOUTH RD | COTUIT | MA | 02635 | PC | GENERAL OPERATING | $1,000 | |
| CROHNS AND COLITIS FOUNDATION OF AMERICA | |||||||
| NEW ENGLAND CHAPTER 72 RIVER PARK | NEEDHAM HEIGHTS | MA | 02494 | PC | GENERAL OPERATING | $1,000 | ST SUITE 202 |
| DAYENU CO SOCIAL GOOD FUND | |||||||
| 475 RIVERSIDE DR SUITE 800 | NEW YORK | NY | 10115 | PC | GENERAL OPERATING | $3,600 | |
| DEM BOIS | |||||||
| PO BOX 6809 | SAN PABLO | CA | 948060809 | PC | GENERAL OPERATING | $2,400 | |
| EDEN VILLAGE CAMP | |||||||
| 392 DENNYTOWN ROAD | PUTNAM VALLEY | NY | 10579 | PC | GENERAL OPERATING | $31,000 | |
| ELIOT SCHOOL OF FINE & APPLIED ARTS | |||||||
| 24 ELIOT STREET | BOSTON | MA | 02130 | PC | GENERAL OPERATING | $20,000 | |
| ELIZABETH PEABODY HOUSE | |||||||
| 277 BROADWAY | SOMERVILLE | MA | 02145 | PC | GENERAL OPERATING | $2,000 | |
| EPSTEIN HILLEL SCHOOL | |||||||
| 6 COMMUNITY RD | MARBLEHEAD | MA | 01945 | PC | GENERAL OPERATING | $2,199 | |
| EPSTEIN SCHOOL | |||||||
| 335 COLEWOOD WAY NW | SANDY SPRINGS | GA | 30328 | PC | GENERAL OPERATING | $3,600 | |
| ESPLANADE ASSOCIATION | |||||||
| 376 BOYLSTON ST SUITE 503 | BOSTON | MA | 02116 | PC | GENERAL OPERATING | $45,000 | |
| EXPONENT PHILANTHROPY | |||||||
| 1720 N STREET NW | WASHINGTON | DC | 20036 | PC | GENERAL OPERATING | $780 | |
| FACING HISTORY AND OURSELVES | |||||||
| 16 HURD RD | BROOKLINE | MA | 02445 | PC | GENERAL OPERATING | $51,000 | |
| FRISCH SCHOOL | |||||||
| 120 W CENTURY RD | PARAMUS | NJ | 07652 | PC | GENERAL OPERATING | $50,000 | |
| FURKIDS | |||||||
| 5235 UNION HILL RD | CUMMING | GA | 30040 | PC | GENERAL OPERATING | $2,000 | |
| GANN ACADEMY | |||||||
| 333 FOREST STREET | WALTHAM | MA | 02452 | PC | GENERAL OPERATING | $30,500 | |
| GATEWAYS | |||||||
| 333 NAHANTON ST | NEWTON | MA | 02459 | PC | GENERAL OPERATING | $50,000 | |
| GROUNDSWELL FUND | |||||||
| 548 MARKET STREET 49734 | SAN FRANCISCO | CA | 94104 | PC | GENERAL OPERATING | $2,500 | |
| GROUNDWORK LAWRENCE | |||||||
| 50 ISLAND ST 101 | LAWRENCE | MA | 01840 | PC | GENERAL OPERATING | $5,000 | |
| GRUBSTREET | |||||||
| 162 BOYLSTON ST 5TH FL | BOSTON | MA | 02116 | PC | GENERAL OPERATING | $48,000 | |
| HARVARD UNIVERSITY (DEANS COUNCIL) | |||||||
| 124 MT AUBURN STREET | CAMBRIDGE | MA | 02138 | PC | GENERAL OPERATING | $25,000 | |
| HEALTH COMES FIRST | |||||||
| C/O ASIAN AMERICAN RESOURCE | DORCHESTER | MA | 02122 | PC | GENERAL OPERATING | $25,000 | WORKSHOP 42 CHARLES STREET SUITE D |
| HEBREW COLLEGE | |||||||
| 160 HERRICK ROAD | NEWTONCENTRE | MA | 02459 | PC | GENERAL OPERATING | $25,000 | |
| HEBREW INSTITUTE OF RIVERDALE | |||||||
| 3700 HENRY HUDSON PKY | BRONX | NY | 10463 | PC | GENERAL OPERATING | $5,000 | |
| HOMESTART | |||||||
| 105 CHAUNCY STREET SUITE 502 | BOSTON | MA | 02111 | PC | GENERAL OPERATING | $10,000 | |
| HOUSING FAMILIES | |||||||
| 919 EASTERN AVENUE | MALDEN | MA | 02148 | PC | GENERAL OPERATING | $20,000 | |
| INSTITUTE OF CONTEMPORARY ART | |||||||
| 25 HARBOR SHORE DRIVE | BOSTON | MA | 02210 | PC | GENERAL OPERATING | $2,500 | |
| ISABELLA STEWART GARDNER MUSEUM | |||||||
| 25 EVANS WAY | BOSTON | MA | 02115 | PC | GENERAL OPERATING | $20,000 | |
| ISRAAID (US) | |||||||
| 555 COLLEGE AVE | PALO ALTO | CA | 94306 | PC | GENERAL OPERATING | $10,000 | |
| JCDS | |||||||
| 57 STANELY AVE | WATERTOWN | MA | 02472 | PC | GENERAL OPERATING | $695 | |
| JEWBELONG | |||||||
| PO BOX 3013 | MONTCLAIR | NJ | 07043 | PC | GENERAL OPERATING | $10,000 | |
| JEWISH ARTS COLLABORATIVE | |||||||
| 1320 CENTRE ST SUITE 201 | NEWTON | MA | 02459 | PC | GENERAL OPERATING | $7,500 | |
| JEWISH BIG BROTHER BIG SISTER | |||||||
| 333 NAHANTON STREET | NEWTON | MA | 02459 | PC | GENERAL OPERATING | $450 | |
| JEWISH CENTER OF BOSTON | |||||||
| 20 PARK PLAZA 499 | BOSTON | MA | 02116 | PC | GENERAL OPERATING | $10,000 | |
| JEWISH COMMUNITY RELATIONS COUNCIL OF GREATER BOSTON | |||||||
| 126 HIGH STREET | BOSTON | MA | 02110 | PC | GENERAL OPERATING | $3,600 | |
| JEWISH FAMILY & CHILDRENS SERVICES | |||||||
| 1430 MAIN STREET | WALTHAM | MA | 02451 | PC | GENERAL OPERATING | $60,000 | |
| JEWISH FAMILY SERVICE OF METROWEST | |||||||
| 475 FRANKLIN ST SUITE 101 | FRAMINGHAM | MA | 01702 | PC | GENERAL OPERATING | $1,000 | |
| JEWISH FUNDERS NETWORK | |||||||
| 150 WEST 30TH STREET SUITE 900 | NEW YORK | NY | 10001 | PC | GENERAL OPERATING | $2,500 | |
| JEWS OF COLOR INITIATIVE | |||||||
| C/O TIDES CENTER PO BOX 399385 | SAN FRANCISCO | CA | 94139 | PC | GENERAL OPERATING | $3,600 | |
| KESHET | |||||||
| 284 AMORY STREET | JAMAICA PLAIN | MA | 02130 | PC | GENERAL OPERATING | $50,000 | |
| KIDS IN TECH | |||||||
| PO BOX 9057 | LOWELL | MA | 01853 | PC | GENERAL OPERATING | $10,000 | |
| MAIMONIDES SCHOOL | |||||||
| 34 PHILBRICK ROAD | BROOKLINE | MA | 02445 | PC | GENERAL OPERATING | $13,100 | |
| MASSARTCOLLEGE OF ART & DESIGN | |||||||
| 621 HUNTINGTON AVE | BOSTON | MA | 02115 | PC | GENERAL OPERATING | $42,000 | |
| MASSCREATIVE | |||||||
| 15 CHANNEL CENTER ST STE 103 | BOSTON | MA | 02210 | PC | GENERAL OPERATING | $10,000 | |
| MAYYIM HAYYIM | |||||||
| 1838 WASHINGTON ST | NEWTON | MA | 02466 | PC | GENERAL OPERATING | $30,000 | |
| METROWEST JEWISH DAY SCHOOL | |||||||
| 50 PAMELA RD | FRAMINGHAM | MA | 01701 | PC | GENERAL OPERATING | $62,000 | |
| MIDAS COLLABORATIVE | |||||||
| 2 OLIVER ST SUITE 802 | BOSTON | MA | 02109 | PC | GENERAL OPERATING | $10,000 | |
| MJCCA | |||||||
| 5342 TILLY MILL RD | DUNWOODY | GA | 30338 | PC | GENERAL OPERATING | $4,000 | |
| MORE THAN WORDS | |||||||
| 56 FELTON ST | WALTHAM | MA | 02453 | PC | GENERAL OPERATING | $5,000 | |
| NATIONAL CENTER FOR FAMILY PHILANTHROPY | |||||||
| 1667 K ST NW SUITE 550 | WASHINGTON | DC | 20006 | PC | GENERAL OPERATING | $1,500 | |
| NEIGHBORHOOD VILLAGES | |||||||
| 64 SIGOURNEY ST JAMAICA PLAIN MA | JAMAICA PLAIN | MA | 02130 | PC | GENERAL OPERATING | $2,500 | 02130 |
| NEW ENGLAND HEBREW ACADEMY | |||||||
| 9 PRESCOTT ST | BROOKLINE | MA | 02446 | PC | GENERAL OPERATING | $3,750 | |
| NEW YORK UNIVERSITY | |||||||
| 70 WASHINGTON SQ SO | NEW YORK | NY | 10012 | PC | GENERAL OPERATING | $25,000 | |
| OCEAN CLEANUP NORTH PACIFIC FOUNDATION | |||||||
| DEPT LA 24875 | PASADENA | CA | 91185 | PC | GENERAL OPERATING | $550 | |
| ONE CAN HELP | |||||||
| PO BOX 55 | NEWTON | MA | 02468 | PC | GENERAL OPERATING | $10,000 | |
| ONE FAMILY | |||||||
| 423 WEST BROADWAY SUITE 402 | BOSTON | MA | 02127 | PC | GENERAL OPERATING | $2,500 | |
| OPEN DOOR ARTS | |||||||
| C/O SEVEN HILLS FOUNDATION 81 HOPE | WORCESTER | MA | 01603 | PC | GENERAL OPERATING | $10,000 | AVE |
| ORIGINATION | |||||||
| 3708 WASHINGTON STREET | JAMAICA PLAIN | MA | 02130 | PC | GENERAL OPERATING | $2,000 | |
| PHILANTHROPY MA | |||||||
| 133 FEDERAL ST SUITE 802 | BOSTON | MA | 02110 | PC | GENERAL OPERATING | $4,920 | |
| PRIZMAH | |||||||
| 254 WEST 54TH STREET 11TH FLOOR | NEW YORK | NY | 10019 | PC | GENERAL OPERATING | $10,000 | |
| RASHI SCHOOL | |||||||
| 8000 GREAT MEADOW ROAD | DEDHAM | MA | 02026 | PC | GENERAL OPERATING | $6,318 | |
| RAW ART WORKS | |||||||
| 37 CENTRAL SQUARE | LYNN | MA | 01901 | PC | GENERAL OPERATING | $5,000 | |
| RISING SONG INSTITUTE | |||||||
| C/O HADAR INSTITUTE 190 AMSTERDAM | NEW YORK | NY | 10023 | PC | GENERAL OPERATING | $1,800 | AVENUE |
| ROOM TO GROW | |||||||
| 142 BERKELEY ST | BOSTON | MA | 02116 | PC | GENERAL OPERATING | $2,500 | |
| SAR ACADEMY | |||||||
| 655 W 254 ST | BRONX | NY | 10471 | PC | GENERAL OPERATING | $25,000 | |
| SCHOTT FOUNDATION | |||||||
| 1250 HANCOCK ST SUITE 803N | QUINCY | MA | 02169 | PC | GENERAL OPERATING | $2,000 | |
| SHADY HILL SCHOOL | |||||||
| 178 COOLLIDGE HILL | CAMBRIDGE | MA | 02138 | PC | GENERAL OPERATING | $30,000 | |
| SHALEM FOUNDATION | |||||||
| 845 THIRD AVE 6 FLR | NEW YORK | NY | 10022 | PC | GENERAL OPERATING | $50,000 | |
| SHALOH HOUSE | |||||||
| 29 CHESTNUT HILL AVE | BRIGHTON | MA | 02135 | PC | GENERAL OPERATING | $7,500 | |
| SHOMREI TORAH | |||||||
| 19-10 MORLOT AVE | FAIR LAWN | NJ | 07410 | PC | GENERAL OPERATING | $5,000 | |
| SINAI SPECIAL NEEDS INSTITUTE | |||||||
| 1600 QUEEN ANNE RD | TEANECK | NJ | 07666 | PC | GENERAL OPERATING | $10,000 | |
| SISTERS UNCHAINED | |||||||
| PO BOX 300902 | JAMAICA PLAIN | MA | 02130 | PC | GENERAL OPERATING | $2,500 | |
| SOCIAL INNOVATION FORUM | |||||||
| 2 OLIVER STREET SUITE 802 | BOSTON | MA | 02109 | PC | GENERAL OPERATING | $30,000 | |
| SOCIEDAD LATINA | |||||||
| 1530 TREMONT STREET | ROXBURY | MA | 02120 | PC | GENERAL OPERATING | $20,000 | |
| SOLOMON SCHECHTER DAY SCHOOL | |||||||
| 125 WELLS AVENUE | NEWTON | MA | 02459 | PC | GENERAL OPERATING | $113,300 | |
| SPORTSMENS TENNIS AND ENRICHMENT CENTER | |||||||
| 950 BLUE HILL AVENUE | DORCHESTER | MA | 02124 | PC | GENERAL OPERATING | $25,000 | |
| STRIARHEBREWACADEMY | |||||||
| 100 AMES STREET | SHARON | MA | 02067 | PC | GENERAL OPERATING | $1,800 | |
| THE RECORD CO | |||||||
| 960 MASSACHUSETTS AVE | BOSTON | MA | 02118 | PC | GENERAL OPERATING | $1,000 | |
| THE TEACHER COLLABORATIVE | |||||||
| POBOX441645 | SOMERVILLE | MA | 02144 | PC | GENERAL OPERATING | $2,000 | |
| TECH GOES HOME | |||||||
| 867 BOYLSTON ST 5TH FL | BOSTON | MA | 02116 | PC | GENERAL OPERATING | $5,000 | |
| TORAH ACADEMY | |||||||
| 198 STRATHMORE RD | BRIGHTON | MA | 02135 | PC | GENERAL OPERATING | $7,610 | |
| TRANSFORMATIONAL PRISON PROJECT | |||||||
| C/O TIDES CENTER PO BOX 399385 | SAN FRANCISCO | CA | 94139 | PC | GENERAL OPERATING | $10,000 | |
| TRANS JUSTICE FUND PROJECT | |||||||
| C/O TIDES FOUNDATION PO BOX 29903 | SAN FRANCISCO | CA | 94129 | PC | GENERAL OPERATING | $2,000 | |
| TRINITY BOSTON CONNECTS | |||||||
| 206 CLARENDON ST | BOSTON | MA | 02116 | PC | GENERAL OPERATING | $10,000 | |
| TUTORING PLUS | |||||||
| 225 WINDSOR STREET | CAMBRIDGE | MA | 02139 | PC | GENERAL OPERATING | $10,000 | |
| URBAN FARMING INSTITUTE | |||||||
| PO BOX 260371 | MATTAPAN | MA | 02126 | PC | GENERAL OPERATING | $600 | |
| USES | |||||||
| 48 RUTLAND STREET | BOSTON | MA | 02118 | PC | GENERAL OPERATING | $10,000 | |
| UTEC | |||||||
| PO BOX 7066 | LOWELL | MA | 01852 | PC | GENERAL OPERATING | $5,000 | |
| THE VILNA SHUL | |||||||
| 18 PHILLIPS STREET | BOSTON | MA | 02114 | PC | GENERAL OPERATING | $5,000 | |
| WASHINGTON SQUARE MINYAN | |||||||
| PO BOX 392 | BROOKLINE | MA | 02446 | PC | GENERAL OPERATING | $5,000 | |
| WEST END HOUSE | |||||||
| LEWIS GORDON CENTER 105 ALLSTON | ALLSTON | MA | 02134 | PC | GENERAL OPERATING | $25,000 | STREET |
| WONDERMORE | |||||||
| 1647 BEACON ST SUITE 5 | NEWTON | MA | 02468 | PC | GENERAL OPERATING | $10,875 | |
| YAD CHESSED FUND | |||||||
| PO BOX 470752 | BROOKLINE | MA | 02447 | PC | GENERAL OPERATING | $10,000 | |
| YAVNEH ACADEMY | |||||||
| 155 FAIRVIEW AVE | PARAMUS | NJ | 07652 | PC | GENERAL OPERATING | $1,800 | |
| YESHIVA OHR YISRAEL | |||||||
| 325 RESERVOIR RD | CHESTNUT HILL | MA | 02467 | PC | GENERAL OPERATING | $1,000 | |
| ZACHOR | |||||||
| C/O BOSTON DANCE ALLIANCE 79 | BELMONT | MA | 02478 | PC | GENERAL OPERATING | $20,000 | MARLBORO ST |
| ZAMIR CHORAL FOUNDATION | |||||||
| 475 RIVERSIDE DR SUITE 1948 | NEW YORK | NY | 10115 | PC | GENERAL OPERATING | $1,800 | |
| ZAMIR CHORALE OF BOSTON | |||||||
| PO BOX 126 | NEWTON CENTRE | MA | 02459 | PC | GENERAL OPERATING | $1,800 | |
| ZUMIX | |||||||
| 260 SUMNER ST | EAST BOSTON | MA | 02128 | PC | GENERAL OPERATING | $3,000 | |
| FROM SCHEDULE K-1S - PASS-THROUGH PARTNERSHIPS | |||||||
| 55 WEST 46TH STREET | NEW YORK | NY | 10036 | PC | GENERAL OPERATING | $2 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,953,295 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $451,640 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $47 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 901101 | BusinessCd |
| Unrelated Business Taxbl Incm | $57,163 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,939,977 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ORDINARY INCOME FROM INVESTMENT PARTNERSHIPS | Desc |
| Business | 901101 | BusinessCd |
| Unrelated Business Taxbl Incm | $5,559 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 01 | ExclusionCd |
| Exclusion | -$312,821 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $62,722 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,078,843 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,141,565 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| HARVEY BEKER | ||||||
| 1 | C/O 204 COMMONWEALTH AVENUE | BOSTON | MA | 02116 | $256,514 | Yes (X) |
| HARVEY BEKER | ||||||
| 2 | C/O 204 COMMONWEALTH AVENUE | BOSTON | MA | 02116 | $257,114 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 719 SHARES OLD DOMINION FREIGHT LINES INC | $256,514 | 2021-12-28 |
| 2 | 638 SHARES LULULEMON ATHLETICA INC | $257,114 | 2021-12-28 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PKF O'CONNOR DAVIES LLP | CategoryTxt |
| Amt | $6,800 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6,800 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VANGUARD 500 INDEX FUND | $90,537 | $90,537 |
| VANGUARD DEVELOPED MARKETS INDEX ADMIRAL | $434,859 | $434,859 |
| CATALYST/MILLBURN HEDGE STRATEGY I | $3,247,009 | $3,247,009 |
| FIDELITY-CUSTODIAN | $6,108,548 | $6,108,548 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (7 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| HILLTOP PARTNERS LP | FMV | $13,671 | $13,671 |
| NESTOR PARTNERS | FMV | $2,898,961 | $2,898,961 |
| NCH BALKAN FUND LP | FMV | $923,129 | $923,129 |
| MILLBURN EQUITY PARTNERS LLC | FMV | $6,116,650 | $6,116,650 |
| SHAREVEST PARTNERS LP | FMV | $19,797,374 | $19,797,374 |
| MILLBURN MCO PARTNERS LP | FMV | $3,994,572 | $3,994,572 |
| APOLLO FUND | FMV | $7,763,607 | $7,763,607 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | HERRICK FEINSTEIN LLP | CategoryTxt |
| Legal Fees | $38 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $38 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PORTFOLIO DEDUCTIONS FROM PARTNERSHIPS | $179,504 | $179,504 | $0 |
| FILING AND REGISTRATION FEES | $740 | $0 | $740 |
| INSURANCE | $1,022 | $0 | $1,022 |
| MISCELLANEOUS | $344 | $0 | $344 |
| SUPPLIES | $278 | $0 | $278 |
| DUES AND SUBSCRIPTIONS | $230 | $0 | $230 |
| COMPUTER EXPENSES | $898 | $0 | $898 |
| POSTAGE AND DELIVERY | $41 | $0 | $41 |
| TEMPORARY HELP | $1,625 | $0 | $1,625 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OTHER MISCELLANEOUS INCOME | $47 | $0 | $47 |
| ORDINARY INCOME FROM INVESTMENT PARTNERSHIPS | -$307,262 | -$312,821 | -$307,262 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS | Desc |
| Amt | $5,783,894 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| NEW SOLUTIONS K12 | $45,000 | $0 | $45,000 |
| ONE TENTH CONSULTING | $3,052 | $0 | $3,052 |
| ADP INC | $1,361 | $0 | $1,361 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $6,215 | $6,215 | $0 |
| FEDERAL TAXES | $6,000 | $0 | $0 |
| FEDERAL WITHHOLDING | $89 | $89 | $0 |