THE LINDA AND LENNY BELL FAMILY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- THE LINDA AND LENNY BELL FAMILY FOUNDATION (EIN 27-6963832)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-05-13
- IRS object ID
- 202101339349100525
- Schema version
- 2020v4.1
- 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
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-13T08:12:01-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Hollow Ln Ste 212 | AddressLine1Txt |
| City | Lake Success | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 276963832 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Linda and Lenny Bell Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | LIND | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LINDA BELL | PersonNm |
| Person Title | CO-TRUSTEE | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2021-05-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | LINDA | PersonFirstNm |
| Person Last | BELL | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | 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 | $36,612,917 | 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 | $10,541,992 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,410 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,410 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $249,563 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $249,563 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$362,052 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,867,458 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $6,508,327 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $10,430,913 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6,759,300 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $25,108 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $25,108 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $72,070 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,235 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $53,029 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $580 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $52,449 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $150,207 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $29,923 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $52,449 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $995,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $995,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,145,207 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $29,923 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,047,449 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $9,285,706 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,729,377 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $271,372 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $6,602,514 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $6,602,514 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $625,344 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $273,575 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $257,991 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $16,106,883 | CorporateStockBOYAmt |
| Corporate Stock EOY | $19,413,216 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $28,704,956 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,031,981 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,031,981 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,047,456 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $18,035,580 | TotalAssetsBOYAmt |
| Total Assets EOY | $27,321,286 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $36,612,917 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $18,035,580 | RetainedEarningBOYAmt |
| Retained Earning EOY | $27,321,286 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $18,035,580 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $27,321,286 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $18,035,580 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $27,321,286 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $18,035,580 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $9,285,706 | ExcessRevenueOverExpensesAmt |
| Subtotal | $27,321,286 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $27,321,286 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $7,867,458 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,359,131 | CostOrOtherBasisAmt |
| Gain Or Loss | $6,508,327 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $6,508,327 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $6,508,327 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $93,538 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $93,538 | SubtotalAmt |
| Tax Based On Investment Income | $93,538 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $67,100 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $67,100 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Tax Due | $26,438 | TaxDueAmt |
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 | CT | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| Leonard Bell | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Co-Trustee | 1.0 | $0 | $0 | $0 |
| Linda Bell | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Co-Trustee | 1.0 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 Walls Drive 3rd Floor | AddressLine1Txt |
| City | Fairfield | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06824 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Administrative | ServiceTypeTxt |
| Compensation | $52,449 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $21,272,380 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,824,683 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $24,097,063 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $24,097,063 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $361,456 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $23,735,607 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,186,780 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,186,780 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $93,538 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $93,538 | TotalTaxAmt |
| Distributable Before Adj | $1,093,242 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,093,242 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,093,242 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,047,449 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $1,047,449 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,047,449 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,093,242 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $837,828 | UndistributedIncomePYAmt |
| Prior Year1 | 2018 | PriorYear1Yr |
| Prior Year2 | 2017 | PriorYear2Yr |
| Prior Year3 | 2016 | PriorYear3Yr |
| Qualifying Distributions | $1,047,449 | QualifyingDistributionsAmt |
| Applied To Year1 | $837,828 | AppliedToYear1Amt |
| Applied To Current Year | $209,621 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $883,621 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Leonard Bell | ContributingManagerNm |
| Contributing Manager | Linda Bell | 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 |
|---|---|---|---|---|---|---|---|
| ANTI-DEFAMATION LEAGUE | |||||||
| 605 3RD AVE | NEW YORK | NY | 10158 | N/A | PC | ADL's INTERVENTION PROGRAMS & SUPPORT FOR THE STOP HATE FOR PROFIT CAMPAIGN | $100,000 |
| BROWN UNIVERSITY Annual Fund | |||||||
| BOX 1976 | PROVIDENCE | RI | 02912 | N/A | PC | BELL FUND IN ENGAGED PHILOSOPHY | $50,000 |
| CONGREGATION B'NAI JACOB | |||||||
| 75 RIMMON RD | WOODBRIDGE | CT | 06525 | N/A | PC | ABATEMENT OFFSET - Keren Hanadiv FUND | $10,000 |
| CORNELL UNIVERSITY | |||||||
| PO BOX 752 | ITHACA | NY | 14851 | N/A | PC | The Linda and Lenny Bell Family Fund for DNS StudeNT PROFESSIONAL DEVELOPMENT | $50,000 |
| ISLAND HOUSING TRUST CORPORATION | |||||||
| PO BOX 779 | WEST TISBURY | MA | 02575 | N/A | PC | General & Unrestricted | $10,000 |
| LAWYERS COMMITTEE FOR CIVIL RIGHTS UNDER LAW | |||||||
| 1500 K ST NW STE 900 | WASHINGTON | DC | 20005 | N/A | PC | General & Unrestricted | $10,000 |
| MARTHAS VINEYARD HEBREW CENTER | |||||||
| PO BOX 692 | VINEYARD HVN | MA | 02568 | N/A | PC | General & Unrestricted | $10,000 |
| NATIONAL PUBLIC RADIO INC | |||||||
| PO BOX 791490 | BALTIMORE | MD | 21279 | N/A | PC | General & Unrestricted | $30,000 |
| NEW VENTURE FUND | |||||||
| 1201 CONNECTICUT AVE NW STE 300 | WASHINGTON | DC | 20036 | N/A | PC | General & Unrestricted | $300,000 |
| SHERIFFS MEADOW FOUNDATION | |||||||
| PO BOX 1088 | VINEYARD HAVEN | MA | 02568 | N/A | PC | General & Unrestricted | $10,000 |
| THE JEWISH FEDERATION OF GREATER NEW HAVEN INC | |||||||
| 360 AMITY RD | WOODBRIDGE | CT | 06525 | N/A | PC | General & Unrestricted | $100,000 |
| THE JEWISH FEDERATION OF GREATER NEW HAVEN INC | |||||||
| 360 AMITY RD | WOODBRIDGE | CT | 06525 | N/A | PC | COVID-19 Response Fund | $55,000 |
| THE VOTER PARTICIPATION CENTER | |||||||
| 1707 L ST NW STE 950 | WASHINGTON | DC | 20036 | N/A | PC | General & Unrestricted | $250,000 |
| YALE NEW HAVEN HOSPITAL | |||||||
| 20 YORK ST | NEW HAVEN | CT | 06510 | N/A | PC | General & Unrestricted | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $995,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,410 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $249,563 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$362,052 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | -$111,079 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$111,079 | 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 Person | Bell Leonard | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Ropes Gray LLP 800 Boylston St | AddressLine1Txt |
| City | Boston | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021993600 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $10,541,992 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (4 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | ALEXION PHARMACEUTICALS, INC ALXN, 21000 sh. | $2,152,815 | 2020-08-13 |
| 1 | ALEXION PHARMACEUTICALS, INC ALXN, 24956 sh. | $2,802,184 | 2020-09-18 |
| 1 | ALEXION PHARMACEUTICALS, INC ALXN, 15275 sh. | $1,883,637 | 2020-10-14 |
| 1 | ALEXION PHARMACEUTICALS, INC ALXN, 30250 sh. | $3,703,356 | 2020-11-23 |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (14 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CHARLES SCHWAB CORP - 5.000% - | $51,602 | $53,313 |
| CITIGROUP INC - 5.950% - 08/15 | $101,257 | $99,500 |
| CVS HEALTH CORP NOTE - 4.100% | $106,907 | $113,244 |
| GE CAPITAL CORP - 1.233% - 03/ | $51,725 | $50,269 |
| GOLDMAN SACHS GROUP - 5.500% - | $102,874 | $109,000 |
| JP MORGAN CHASE - 5.300% - 12/ | $101,507 | $99,671 |
| MERCK & CO INC NT - 2.400% - 0 | $50,682 | $51,566 |
| OCCIDENTAL PETROLEUM - 2.900% | $101,999 | $96,250 |
| PRUDENTIAL FINANCIAL - 5.875% | $55,281 | $53,657 |
| SCHWAB CHARLES CORP PERPETUAL | $50,506 | $50,875 |
| SOUTHERN CALIFORNIA EDISON - 3 | $54,396 | $50,276 |
| VERIZON COMMUNICATIONS - 2.450 | $48,884 | $51,672 |
| VERIZON COMMUNICATIONS INC - 2 | $46,605 | $54,789 |
| WELLS FARGO & CO NEW DEPOSITAR | $107,756 | $113,374 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (118 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ADIDAS AG | $8,063 | $12,626 |
| ADOBE SYSTEMS, INC | $140,963 | $215,052 |
| ADVANCE AUTO PARTS INC | $48,340 | $55,129 |
| ADYEN N.V. | $14,462 | $31,923 |
| AIA GROUP LTD ADR | $15,047 | $28,397 |
| ALCON INC | $9,125 | $9,435 |
| ALEXION PHARMACEUTICALS, INC | $7,718,714 | $10,767,749 |
| ALFA LAVAL AB | $4,829 | $8,272 |
| ALIBABA GROUP HOLDING LTD | $7,756 | $8,844 |
| ALLIANZ SE | $13,304 | $18,709 |
| ALPHABET INC CL A | $442,379 | $834,257 |
| ALPHABET INC CL C | $29,971 | $66,571 |
| AMAZON COM | $352,151 | $895,656 |
| AMBEV SA | $11,940 | $9,336 |
| ANTHEM INC | $83,406 | $87,658 |
| APPLE INC | $407,333 | $1,267,455 |
| ATLAS COPCO AB A SHS ADR | $12,309 | $23,241 |
| BAIDU.COM - ADR | $34,092 | $48,870 |
| BANCO BILBAO ARG SA | $15,314 | $11,762 |
| BANCO ITAU HOLDING FINANCIERA | $11,903 | $12,113 |
| BERKSHIRE HATHAWAY INC. CLASS | $626,730 | $837,514 |
| BLACKROCK MULTI ASSET INCOME P | $267,638 | $268,306 |
| BOOKING HOLDINGS INC | $9,106 | $11,136 |
| BROADCOM INC | $113,099 | $157,188 |
| CANADIAN NATL RAILWAY CO | $4,671 | $7,360 |
| CENTENE CORP | $57,582 | $55,168 |
| CHECK POINT SOFTWARE TECHNOLOG | $12,551 | $17,411 |
| CHUGAI PHARMACEUTICAL CO., LTD | $6,994 | $16,279 |
| COGNIZANT TECHNOLOGY SOLUTIONS | $28,767 | $38,189 |
| COMCAST CORP | $50,171 | $75,508 |
| COSTCO WHOLESALE CORPORATION | $96,346 | $123,207 |
| CVS CAREMARK CORP | $68,044 | $61,129 |
| DANAHER CORP | $90,624 | $131,951 |
| DASSAULT SYS SA SPN ADR | $13,649 | $23,422 |
| DBS GROUP HLDGS SPON ADR | $13,898 | $19,925 |
| DIAGEO PLC ADS | $10,715 | $10,799 |
| EDWARDS LIFESCIENCES | $69,574 | $81,560 |
| EPIROC AB | $5,463 | $10,690 |
| FACEBOOK INC | $384,560 | $718,138 |
| FANUC LIMITED UNSPONSORED | $5,607 | $7,160 |
| FISERV INC | $78,942 | $77,539 |
| FOMENTO ECONOMICO MEXICANO | $12,225 | $10,987 |
| FUCHS PETROLUB SE | $3,101 | $4,021 |
| GROUPE DANONE ADS | $52,917 | $44,723 |
| HDFC BANK LTD ADR | $5,151 | $8,527 |
| HEINEKEN N V S ADR | $33,320 | $42,383 |
| HOME DEPOT INC | $456,628 | $611,723 |
| ICICI BK LTD ADS | $4,958 | $10,328 |
| INFINEON TECH ADS | $16,327 | $33,963 |
| INTUITIVE SURGICAL | $75,033 | $103,081 |
| INVESCO OPPENHEIMER DEVELOPING | $139,986 | $230,193 |
| ISHARES MSCI-JAPAN | $49,948 | $61,547 |
| ISHARES TRUST MSCI EAFE INDEX | $199,896 | $218,296 |
| JACOBS ENGINEERING GP | $18,222 | $19,613 |
| JOHNSON & JOHNSON | $45,407 | $53,352 |
| JP MORGAN CHASE | $180,153 | $235,080 |
| JPMORGAN STRATEGIC INCOME OPPO | $306,549 | $301,660 |
| KANSAS CITY SOUTHERN | $29,456 | $55,932 |
| KOMATSU LTD | $7,894 | $10,463 |
| KUBOTA CORPORATION | $8,720 | $12,579 |
| L'AIR LIQUIDE ADR OTC | $4,813 | $7,269 |
| L'OREAL ADR | $10,109 | $21,855 |
| LIBERTY BROADBAND CORPORATION | $31,316 | $54,638 |
| LINDE PLC COM | $6,696 | $11,331 |
| LINNCO LLC ESCROW | $183,555 | $1 |
| LOCKHEED MARTIN CORP | $56,022 | $53,957 |
| LONZA GROUP AG UNSP/ADR | $8,014 | $19,288 |
| MARKEL CORP | $53,236 | $55,798 |
| MASTERCARD INC | $217,064 | $259,852 |
| MCCORMICK & CO INC VOTING | $20,853 | $28,671 |
| MCKESSON CORP | $60,401 | $70,959 |
| METROPOLITAN WEST TOTAL RETURN | $326,086 | $333,124 |
| MICROSOFT CORP | $368,497 | $1,006,895 |
| MOTOROLA SOLUTIONS INC | $175,280 | $185,535 |
| NESTLE S.A | $9,869 | $16,256 |
| NETFLIX INC | $125,520 | $208,181 |
| NORTHROP GRUMMAN CORP | $80,577 | $70,390 |
| NOTORI HOLDINGS | $4,841 | $8,133 |
| NOVARTIS AG ADR | $42,807 | $53,636 |
| NOVOZYMES A/S UNSP/ADR | $5,658 | $6,221 |
| NVIDIA CORP | $46,638 | $213,058 |
| O'REILLY AUTOMOTIVE INC | $54,668 | $56,571 |
| OIL CO LUKOIL PJSC SPON ADR RE | $9,606 | $7,451 |
| ORACLE CORP | $39,833 | $63,267 |
| OTIS WORLDWIDE CORP | $12,861 | $17,968 |
| PALO ALTO NETWORKS INC | $187,751 | $362,498 |
| PAYPAL HOLDINGS, INC | $85,519 | $184,315 |
| PING AN INSURANCE GROUP ADR | $10,029 | $11,123 |
| PIONEER MULTI-ASSET ULTRASHORT | $315,168 | $303,664 |
| PROGRESSIVE CORP OHIO | $40,555 | $53,988 |
| QUEST DIAGNOSTICS | $26,805 | $36,943 |
| RIO TINTO PLC SPONSORED ADR | $11,511 | $16,172 |
| ROCHE HOLDING LTD ADR | $51,459 | $67,864 |
| ROYAL DUTCH SHEL PLC SPONS ADR | $12,102 | $8,403 |
| SAP AKTIENGESELL ADS | $17,269 | $24,253 |
| SCHNEIDER ELEC UNSP/ADR | $10,281 | $15,836 |
| SGS SA UNSP ADR | $5,802 | $6,812 |
| SHIONOGI & CO LTD | $5,984 | $5,658 |
| SONOVA HOLDING AG AD | $4,954 | $10,243 |
| SPDR S&P 500 ETF TRUST | $148,611 | $196,287 |
| SYMRISE AG UNSPONSORED | $5,335 | $12,010 |
| SYSMEX CORP UNSP ASDR | $6,275 | $13,113 |
| TAIWAN SEMICONDUCTOR MFG CO LT | $10,528 | $35,656 |
| TENCENT HOLDINGS LIMITED | $11,614 | $17,685 |
| TEXAS INSTRUMENTS INC | $117,024 | $150,343 |
| THERMO FISHER SCIENTIFIC INC | $125,296 | $179,325 |
| UNICHARM CORP - SPN ADR | $11,727 | $16,859 |
| UNILEVER PLC AMER | $48,819 | $62,593 |
| UNITEDHEALTH GROUP INC | $158,004 | $252,139 |
| VALVOLINE INC | $29,459 | $33,761 |
| VANGUARD 500 INDEX FUND ADM | $1,971,380 | $3,265,057 |
| VANGUARD INTERM- TERM GOVERNME | $53,511 | $55,693 |
| VERTEX PHARMCTLS INC | $52,274 | $56,249 |
| VISA INC | $531,696 | $758,337 |
| WALT DISNEY HOLDINGS CO | $222,738 | $279,017 |
| WISDOMTREE JAPAN HEDGED EQUITY | $49,988 | $52,406 |
| YANDEX N V | $2,706 | $6,749 |
| ZOETIS INC | $74,199 | $92,515 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $165,394 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $152,946 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $108,181 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $105,045 | StateLocalSecEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $52,449 | $52,449 | |
| Bank Charges | $580 | $580 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $25,108 | Amt |
| Net Investment Income | $25,108 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2020 | $67,100 | |
| 990-PF Excise Tax for 2019 | $735 | |
| Foreign Tax Paid | $4,235 | $4,235 |