FEIBELMAN FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- FEIBELMAN FOUNDATION (EIN 05-0499644)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-15
- IRS object ID
- 202233199349104783
- Schema version
- 2021v4.0
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-15T14:19:07-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 050401635 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WEINBERG & CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 CENTERVILLE ROAD SUITE 350W | AddressLine1Txt |
| City | WARWICK | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 028860217 | 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 | 050499644 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FEIBELMAN FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O BARBARA FEIBELMAN | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FEIB | BusinessNameControlTxt |
| Phone | 4012722178 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 330 LLOYD AVENUE | AddressLine1Txt |
| City | PROVIDENCE | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02906 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BARBARA FEIBELMAN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 4012722178 | PhoneNum |
| Signature | 2022-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | BARBARA | PersonFirstNm |
| Person Last | FEIBELMAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CARL WEINBERG CPA | PreparerPersonNm |
| PTIN | P00238955 | PTIN |
| Phone | 4017376300 | PhoneNum |
| Preparation | 2022-11-14 | PreparationDt |
| 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 | $16,551,407 | 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 | $8,991,081 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $38 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $38 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $218,058 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $195,449 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,205,115 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,205,115 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,205,115 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$251 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $10,414,041 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,400,602 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $4,350 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,350 | AccountingFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $70,467 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $6,187 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $301 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $301 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $75,118 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,838 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,549,630 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,549,630 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,624,748 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,838 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,549,630 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $8,789,293 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,389,764 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $262,177 | CashBOYAmt |
| Cash EOY | $7,720,764 | CashEOYAmt |
| Cash EOYFMV | $7,720,764 | CashEOYFMVAmt |
| Corporate Stock BOY | $6,705,418 | CorporateStockBOYAmt |
| Corporate Stock EOY | $8,830,643 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,830,643 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $157,235 | OtherInvestmentsBOYAmt |
| Total Assets BOY | $7,124,830 | TotalAssetsBOYAmt |
| Total Assets EOY | $16,551,407 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $16,551,407 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $7,124,830 | RetainedEarningBOYAmt |
| Retained Earning EOY | $16,551,407 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,124,830 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $16,551,407 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,124,830 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $16,551,407 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,124,830 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $8,789,293 | ExcessRevenueOverExpensesAmt |
| Other Increases | $637,284 | OtherIncreasesAmt |
| Subtotal | $16,551,407 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $16,551,407 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,205,115 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $19,318 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $19,318 | SubtotalAmt |
| Tax Based On Investment Income | $19,318 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $33,500 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $7,500 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $41,000 | TotalPaymentsAndCreditsAmt |
| Overpayment | $21,682 | OverpaymentAmt |
| Applied To ES Tax | $21,682 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | RI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | BARBARA FEIBELMAN | IndividualWithBooksNm |
| Phone | 4012722178 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 330 LLOYD AVENUE | AddressLine1Txt |
| City | PROVIDENCE | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02906 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BARBARA FEIBELMAN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 330 LLOYD AVENUE | AddressLine1Txt |
| City | PROVIDENCE | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02906 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 6.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $7,768,031 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,991,471 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,759,502 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $11,759,502 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $176,393 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,583,109 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $579,155 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $579,155 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $19,318 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $19,318 | TotalTaxAmt |
| Distributable Before Adj | $559,837 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $559,837 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $559,837 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,549,630 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,549,630 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $559,837 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $91,046 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $98,295 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr1 | $20,997 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $210,338 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,549,630 | QualifyingDistributionsAmt |
| Applied To Current Year | $559,837 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $989,793 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,200,131 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $91,046 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,109,085 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $98,295 | ExcessFromYear4Amt |
| Excess From Year1 | $20,997 | ExcessFromYear1Amt |
| Excess From Current Year | $989,793 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | H JACK FEIBELMAN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| BROWN UNIVERSITY | ||||||||
| PO BOX 1893 | PROVIDENCE | RI | 02912 | NONE | EXEMPT | CHARITABLE | $4,000 | |
| DORCAS INTERNATIONAL INSTIT OF RI | ||||||||
| 645 ELMWOOD AVENUE | PROVIDENCE | RI | 02907 | NONE | EXEMPT | CHARITABLE | $7,500 | |
| J ARNHOLZ FOUNDATION | ||||||||
| 3501 N OCEAN DR PH | HOLLYWOOD | FL | 33019 | NONE | EXEMPT | CHARITABLE | $10,000 | |
| JEWISH FEDERATION OF RI | ||||||||
| 130 SESSIONS STREET | PROVIDENCE | RI | 02860 | NONE | EXEMPT | CHARITABLE | $1,000,000 | |
| TEMPLE BETH-EL | ||||||||
| 70 ORCHARD DRIVE | PROVIDENCE | RI | 02906 | NONE | EXEMPT | CHARITABLE | $15,000 | |
| VARIOUS CHARITIES | ||||||||
| VARIOUS ADDRESSES | VARIOUS | RI | 02906 | NONE | EXEMPT | CHARITABLE | $3,130 | |
| DENISON UNIVERSITY | ||||||||
| 100 WEST COLLEGE STREET | GRANVILLE | OH | 43023 | NONE | EXEMPT | CHARITABLE | $1,500 | |
| PROVIDENCE YOUTH STUDENT MOVEMENT | ||||||||
| 669 ELMWOOD AVENUE B13 | PROVIDENCE | RI | 02907 | NONE | EXEMPT | CHARITABLE | $1,000 | |
| RHODE ISLAND COMMUNITY FOUNDATION | ||||||||
| 1 UNION STATION | PROVIDENCE | RI | 02903 | NONE | EXEMPT | CHARITABLE | $300,000 | |
| SELFHELP COMMUNITY SERVICES INC | ||||||||
| 520 EIGHT AVENUE | NEW YORK | NY | 10018 | NONE | EXEMPT | CHARITABLE | $100,000 | |
| UNITED WAY | ||||||||
| 50 VALLEY STREET | PROVIDENCE | RI | 02909 | NONE | EXEMPT | CHARITABLE | $25,000 | |
| SOUTHERN POVERTY LAW | ||||||||
| PO BOX 1287 | DECATUR | GA | 30031 | NONE | EXEMPT | CHARITABLE | $50,000 | |
| B'NAI B'RTH INTERNATIONAL | ||||||||
| 1120 20TH STREET NW | WASHINGTON | DC | 20036 | NONE | EXEMPT | CHARITABLE | $25,000 | SUITE 300 NORTH |
| DANA-FARBER CANCER INSTITUTE | ||||||||
| PO BOX 849168 | BOSTON | MA | 02284 | NONE | EXEMPT | CHARITABLE | $7,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,549,630 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $38 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $218,058 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,205,115 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER LOSS | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | -$251 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,422,960 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,422,960 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | H JACK FEIBELMAN | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 330 LLOYD AVENUE | AddressLine1Txt |
| City | PROVIDENCE | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02906 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $8,991,081 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (29 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 150 SHARES BERKSHIRE HATHAWAY | $43,379 | 2021-11-09 |
| 1 | 700 SHARES PROCTOR & GAMBLE CO | $108,990 | 2021-12-14 |
| 1 | 300 SHARES BANK OF AMERICA CORP | $13,197 | 2021-12-14 |
| 1 | 50 SHARES HERSHEY CO | $9,298 | 2021-12-14 |
| 1 | 250 SHARES LOCKHEED MARTIN CORP | $85,966 | 2021-12-14 |
| 1 | 200 SHARES CONSOLIDATED EDISON | $15,462 | 2021-11-09 |
| 1 | 200 SHARES INVESCO S&P 500 LOW | $12,745 | 2021-11-09 |
| 1 | 348 SHARES CLOROX CO | $58,457 | 2021-12-14 |
| 1 | 1,010 SHARES INTEL CORP | $50,894 | 2021-12-14 |
| 1 | 250 SHARES MCDONALDS CORP | $66,149 | 2021-12-14 |
| 1 | 100 SHARES JPMORGAN CHASE & CO | $15,844 | 2021-12-14 |
| 1 | 550 SHARES GLOBAL CLEAN ENERGY | $13,612 | 2021-11-09 |
| 1 | 500 SHARES CONSOLIDATED EDISON | $41,290 | 2021-12-14 |
| 1 | 400 SHARES INTERNTNL PAPER | $18,192 | 2021-12-14 |
| 1 | 36 SHARES SYLVAMO CORP | $1,124 | 2021-12-14 |
| 1 | 248 SHARES ENTERPRISE PRODS PART | $5,640 | 2021-11-09 |
| 1 | 7 SHARES POST HOLDINGS INC | $732 | 2021-11-09 |
| 1 | 250 SHARES DOMINION ENERGY INC | $19,009 | 2021-12-14 |
| 1 | 1,380 SHARES GLOBAL CLEAN ENERGY | $30,588 | 2021-12-14 |
| 1 | 100 SHARES TEVA PHARMACEUTICAL | $817 | 2021-12-14 |
| 1 | 58 SHARES MICROSOFT CORP | $19,746 | 2021-12-14 |
| 1 | 100 SHARES SUN COMMUNITIES REIT | $19,341 | 2021-11-09 |
| 1 | 500 SHARES GILEAD SCIENCES INC | $35,015 | 2021-12-14 |
| 1 | 200 SHARES JOHNSON & JOHNSON | $33,255 | 2021-12-14 |
| 1 | 1,300 SHARES UNILEVER PLC | $68,939 | 2021-12-14 |
| 1 | 220 SHARES INTEL CORP | $11,307 | 2021-11-09 |
| 1 | 1,000 SHARES ALTRIA GROUP INC | $44,880 | 2021-12-14 |
| 1 | 136 SHARES GOLDMAN SACHS GROUP | $52,469 | 2021-12-14 |
| 1 | 556 SHARES KINDER MORGAN INC | $8,966 | 2021-12-14 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,350 | Amt |
| Net Investment Income | $4,350 | NetInvestmentIncomeAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (54 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 42905.482 SH SCHWAB S&P 500 INDEX FD | $3,129,526 | $3,129,526 |
| 49628.2050 SH SCHWAB INTL INDEX FUND | $1,174,203 | $1,174,203 |
| 15605.2370 SH SCHWAB US MID CAP | $980,945 | $980,945 |
| 66208.1100 SHS SCHWAB US AGGREGATE B | $688,564 | $688,564 |
| 3000 SH JPMORGAN CHASE & CO | $490,885 | $490,885 |
| 9975.699 SH FPA CRESCENT | $369,201 | $369,201 |
| 30385.2030 SH BLACKROCK STRAT INCO | $308,410 | $308,410 |
| 4290 SH SCHWAB INTERMEDIATE TERM | $240,841 | $240,841 |
| 2000 SH PHILIP MORRIS INTL INC | $190,000 | $190,000 |
| 500 SH JOHNSON & JOHNSON | $119,749 | $119,749 |
| 700 SH PROCTER & GAMBLE | $114,506 | $114,506 |
| 1384 SH MONDELEZ INTL INC | $91,773 | $91,773 |
| 250 SH LOCKHEED MARTIN CORP | $88,853 | $88,853 |
| 1300 SH UNILEVER PLC F | $69,927 | $69,927 |
| 250 SH MCDONALDS CORP | $67,018 | $67,018 |
| 1230 SH INTEL CORP | $63,345 | $63,345 |
| 348 SH CLOROX COMPANY | $60,677 | $60,677 |
| 700 SH CONSOLIDATED EDISON | $59,724 | $59,724 |
| 136 SH GOLDMAN SACHS GROUP | $52,027 | $52,027 |
| 1000 SH ALTRIA GROUP INC | $47,390 | $47,390 |
| 150 SH BERKSHIRE HATHAWAY INC | $44,850 | $44,850 |
| 600 SH CONOCO PHILLIPS | $43,308 | $43,308 |
| 1930 SH ISHARES GLOBAL CLEAN | $40,858 | $40,858 |
| 500 SH GILEAD SCIENCES INC | $36,305 | $36,305 |
| 333 SH DUPONT DE NEMOURS INC | $26,900 | $26,900 |
| 150 SH WASTE MGMT INC | $25,035 | $25,035 |
| 300 SH PHILLIPS 66 | $21,738 | $21,738 |
| 100 SH SUN COMMUNITIES | $20,997 | $20,997 |
| 250 SH DOMINION ENERGY INC | $19,640 | $19,640 |
| 58 SH MICROSOFT CORP | $19,507 | $19,507 |
| 333 SH DOW CHEMICAL CO | $18,888 | $18,888 |
| 400 SH INTERNTNL PAPER | $18,792 | $18,792 |
| 461 SH KRAFT HEINZ COMPANY | $16,550 | $16,550 |
| 333 SH CORTEVA INC | $15,744 | $15,744 |
| 200 SH INVESCO S&P 500 | $13,726 | $13,726 |
| 300 SH BANK OF AMERICA CORP | $13,347 | $13,347 |
| 50 SH HERSHEY COMPANY | $9,674 | $9,674 |
| 556 SH KINDER MORGAN INC | $8,818 | $8,818 |
| 248 SH ENTERPRISE PRODS PART LP | $5,446 | $5,446 |
| 36 SH SYLVAMO CORP | $1,004 | $1,004 |
| 100 SH TEVA PHARMACEUTICAL INDS | $801 | $801 |
| 7 SH POST HOLDINGS INC | $789 | $789 |
| 62 SH NATWEST GROUP PLC (RBSPF) | $189 | $189 |
| 4000 SH FREDDIE MAC 6.25%28 | $153 | $153 |
| 15000 SH FEDERAL NATL MTG ASSN | $10 | $10 |
| 3000 SH FREDDIE MAC 7%26 | $10 | $10 |
| 42362.417 SH SCHWAB S&P 500 INDEX FD | ||
| 47974.72 SH SCHWAB INTL INDEX FUND | ||
| 15152.051 SH SCHWAB US MID CAP | ||
| 64864.6610 SHS SCHWAB US AGGREGATE B | ||
| 8912.054 SH FPA CRESCENT | ||
| 29458.355 SH BLACKROCK STRAT INCO | ||
| 233.333 SH CORTEVA INC | ||
| 99.667 SH CORTEVA INC |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | OTHER ASSETS | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| BANK SERVICE FEES | $251 | $251 |
| FILING FEES | $50 | $50 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER LOSS | Desc |
| Revenue And Expenses Per Books | -$251 | RevenueAndExpensesPerBooksAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INCREASE IN FMV OF SECURITIES | Desc |
| Amt | $637,284 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES ON DIVIDENDS | $6,187 | $6,187 |
| FEDERAL TAXES | $64,280 |