TAPPER CHARITABLE FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- TAPPER CHARITABLE FOUNDATION (EIN 04-2700063)
- Tax period
- 2019-07-01 to 2020-06-30
- Filed
- 2021-05-11
- IRS object ID
- 202111319349100106
- Schema version
- 2019v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-11T05:22:38-05:00 | ReturnTs |
| Tax Period End | 2020-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 591818353 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KAUFMAN ROSSIN & COPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3310 MARY STREET SUITE 501 | AddressLine1Txt |
| City | MIAMI | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33133 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042700063 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TAPPER CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TAPP | BusinessNameControlTxt |
| Phone | 5084779300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 509 FALMOUTH ROAD | AddressLine1Txt |
| City | MASHPEE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02649 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALBERT TAPPER | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 5084779300 | PhoneNum |
| Signature | 2021-05-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | J MICHAEL CUSTER | PreparerPersonNm |
| PTIN | P00262706 | PTIN |
| Phone | 3058585600 | PhoneNum |
| Preparation | 2021-05-06 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $13,850,380 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $199,203 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $180,531 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,356,121 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $9,709,334 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,356,121 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,555,324 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,536,652 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $2,655 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $1,328 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,750 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $31,791 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $31,791 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $123,306 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $121,892 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $158,328 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $319,580 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $156,761 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $649,360 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $649,360 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $968,940 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $156,761 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $649,360 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $586,384 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,379,891 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,169,797 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $7,722,055 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $7,722,055 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $397 | AcctRcvblAmt |
| Acct Rcvbl BOY | $367 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $397 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $397 | AcctRcvblEOYFMVAmt |
| US Government Obligations BOY | $1,476,472 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,621,426 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,658,435 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $807,530 | CorporateStockBOYAmt |
| Corporate Stock EOY | $749,627 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $232,574 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $4,573,236 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,144,084 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,234,831 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $5,625,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,088 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,088 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $13,652,402 | TotalAssetsBOYAmt |
| Total Assets EOY | $14,239,677 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $13,850,380 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $500 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $500 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $13,652,402 | RetainedEarningBOYAmt |
| Retained Earning EOY | $14,239,177 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $13,652,402 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $14,239,177 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $13,652,402 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $14,239,677 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $13,652,402 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $586,384 | ExcessRevenueOverExpensesAmt |
| Other Increases | $391 | OtherIncreasesAmt |
| Subtotal | $14,239,177 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $14,239,177 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $2,540,979 | $2,701,934 | -$160,955 | -$160,955 | |||
| SALE OF REAL ESTATE | $7,127,000 | $5,651,279 | $1,475,721 | $1,475,721 | D | 2018-06-01 | 2020-06-01 |
| CAPITAL GAINS DIVIDENDS | $41,355 | $41,355 | $41,355 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,356,121 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $183,100 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $11,407,679 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.016051 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $151,016 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,917,689 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.038547 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $186,148 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,063,893 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.060755 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $161,970 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,133,843 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.051684 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $168,660 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,288,068 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.051295 | DistributionYr5Rt |
| Total Distribution | 0.218332 | TotalDistributionRt |
| Average Distribution | 0.043666 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $12,989,312 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $567,191 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $13,799 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $580,990 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $649,360 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $13,799 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $13,799 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $13,799 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,000 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $20,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $22,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $8,201 | OverpaymentAmt |
| Applied To ES Tax | $8,201 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | KAREN CHEVERIE | IndividualWithBooksNm |
| Phone | 5084779300 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 509 FALMOUTH ROAD | AddressLine1Txt |
| City | MASHPEE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02649 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 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 |
|---|---|---|---|---|---|---|---|---|
| ALBERT TAPPER | ||||||||
| 509 FALMOUTH ROAD | MASHPEE | MA | 02649 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| LYNNE TAPPER | ||||||||
| 509 FALMOUTH ROAD | MASHPEE | MA | 02649 | ADVISORY TRUSTEE | 1.00 | $0 | $0 | $0 |
| EVE TAPPER | ||||||||
| 509 FALMOUTH ROAD | MASHPEE | MA | 02649 | ADVISORY TRUSTEE | 0.50 | $0 | $0 | $0 |
| JILL TAPPER | ||||||||
| 509 FALMOUTH ROAD | MASHPEE | MA | 02649 | ADVISORY TRUSTEE | 0.50 | $0 | $0 | $0 |
| JAY TAPPER | ||||||||
| 509 FALMOUTH ROAD | MASHPEE | MA | 02649 | ADVISORY TRUSTEE | 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 | $6,633,616 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,467,887 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $5,085,616 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $13,187,119 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $13,187,119 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $197,807 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $12,989,312 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $649,466 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $649,466 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $13,799 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $13,799 | TotalTaxAmt |
| Distributable Before Adj | $635,667 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $635,667 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $635,667 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $649,360 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $649,360 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $13,799 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $635,561 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $635,667 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $546,402 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $649,360 | QualifyingDistributionsAmt |
| Applied To Year1 | $546,402 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $102,958 | 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 | $532,709 | 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) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (52 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN CANCER SOCIETY | |||||||
| PO BOX 22538 | OKLAHOMA CITY | OK | 73123 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $500 |
| BROAD STREET MINISTRY | |||||||
| 315 SOUTH BROAD STREET | PHILADELPHIA | PA | 19107 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $5,000 |
| CAMP BAUERCREST ANNUAL FUND | |||||||
| 5 COGSWELL COURT | NEEDHAM | MA | 02492 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $2,500 |
| CAPITAL SQUASH | |||||||
| PO BOX 2702611 300 SUMMIT STREET | HARTFORD | CT | 06106 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $5,000 |
| CASA PHILADELPHIA | |||||||
| 1501 CHERRY STREET | PHILADELPHIA | PA | 19102 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $12,500 |
| CENTER FOR CHILDREN'S ADVOCACY | |||||||
| 65 ELIZABETH STREET | HARTFORD | CT | 06105 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $2,500 |
| CLEVELAND FOOD BANK | |||||||
| 15500 SOUTH WATERLOO ROAD | CLEVELAND | OH | 44110 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $10,000 |
| CLEVELAND RAPE CRISIS CENTER | |||||||
| 1228 EUCLID AVE SUITE 200 | CENTERVILLE | OH | 44115 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $7,500 |
| COMMUNITY BONDS | |||||||
| PO BOX 593 | NEW HAVEN | CT | 06103 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $10,000 |
| CONNECTICUT FORUM INC | |||||||
| 750 MAIN STREET | HARTFORD | CT | 06103 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $2,000 |
| CONNECTICUT WOMEN'S EDUCATION & LEGAL FUND | |||||||
| 7 CHARTER OAK AVENUE SUITE 1-300 | HARTFORD | CT | 06106 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $2,500 |
| EQUAL JUSTICE INITIATIVE | |||||||
| 122 COMMERCE STREET | MONTGOMERY | AL | 36104 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $3,000 |
| FANS FOR THE CURE | |||||||
| PO BOX 913 | LARCHMONT | NY | 10538 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $10,000 |
| FISCHER CTR FOR ALZHEIMERS RESEARCH | |||||||
| PO BOX 220 | NEW YORK | NY | 10150 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $100 |
| FOODSHARE INC | |||||||
| 450 WOODLAND AVENUE | BLOOMFIELD | CT | 06002 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $10,000 |
| FOUNDATION FOR FACES OF CHILDREN | |||||||
| 258 HARVARD STREET 367 | BROOKLINE | MA | 02446 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $2,500 |
| GABRIELLE'S ANGEL FUND FOR CANCER | |||||||
| 420 LEXINGTON AVENUE SUITE 226 | NEW YORK | NY | 10170 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $5,000 |
| HARTFORD PROMISE | |||||||
| 750 MAIN STREET | HARTFORD | CT | 06103 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $10,000 |
| HELPING HANDS TOGETHER | |||||||
| 226 WEST 25TH STREET | NEW YORK | NY | 10001 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $2,000 |
| IDEASTREAM | |||||||
| 1375 EUCLID AVENUE | CLEVELAND | OH | 44115 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $2,500 |
| JACK M BARRACK HEBREW ACADEMY | |||||||
| 272 S BRYN MAWR AVENUE | BRYN MAWR | PA | 19010 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $10,000 |
| JEWISH ALLIANCE FOR LAW & SOCIAL ACTION | |||||||
| 18 TREMONT STREET SUITE 320 | BOSTON | MA | 02108 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $5,000 |
| JEWISH FAMILIY & CHILDREN'S SERVICES | |||||||
| 1430 MAIN STREET | WALTHAM | MA | 02451 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $10,000 |
| JEWISH FAMILY SERVICE OF METROWEST | |||||||
| 475 FRANKLIN ST SUITE 101 | FRAMINGHAM | MA | 01702 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $5,000 |
| JEWISH FEDERATION OF CENTRAL MASSACHUSETTS INC | |||||||
| 633 SALISBURY STREET | WORCESTER | MA | 01609 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $50,000 |
| JEWISH FEDERATION OF SOUTH PALM BEACH COUNTY INC | |||||||
| 9901 DONNA KLEIN BLVD | BOCA RATON | FL | 33428 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $1,000 |
| JUVENILE DIABETES RESEARCH FOUNDATION | |||||||
| 26 BROADWAY 14TH FLOOR | NEW YORK | NY | 10004 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $2,500 |
| LIEBA FISCHER PURIM FUND | |||||||
| 122 RICKY LAND | LAKEWOOD | NJ | 08701 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $200 |
| MACHNE ISRAEL | |||||||
| 770 EASTERN PARKWAY | BROOKLYN | NY | 11213 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $4,000 |
| NAALEH | |||||||
| 23980 CHAGRIN BLVD SUITE 203 | BEACHWOOD | OH | 44122 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $2,500 |
| PHILLY FRIENDSHIP CIRCLE | |||||||
| PO BOX 25067 | PHILADELPHIA | PA | 19147 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $12,500 |
| PLANNED PARENTHOOD FEDERATION OF AMERICA | |||||||
| 434 WEST 33RD STREET | NEW YORK | NY | 10001 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $5,000 |
| PLAYHOUSE ON PARK | |||||||
| 244 PARK ROAD | WEST HARTFORD | CT | 06119 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $2,500 |
| PLAYHOUSE SQUARE | |||||||
| 1501 EUCLID AVENUE | CLEVELAND | OH | 44115 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $7,500 |
| PROVIDENCE HOUSE INC | |||||||
| 2050 WEST 32ND STREET | CLEVELAND | OH | 44113 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $2,500 |
| REACH | |||||||
| PO BOX 540024 | WALTHAM | MA | 02454 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $5,000 |
| RONALD MCDONALD HOUSE OF CLEVELAND | |||||||
| 10415 EUCLID AVENUE | CLEVELAND | OH | 44106 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $5,000 |
| STONY POINT CHURCH | |||||||
| 2330 BUFORD ROAD | RICHMOND | VA | 23235 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $1,000 |
| TEMPLE BETH AVODAH | |||||||
| 45 PUDDINGSTONE LANE | NEWTOWN | MA | 02459 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $10,000 |
| TEMPLE BETH SHOLOM | |||||||
| 4144 CHASE AVENUE | MIAMI BEACH | FL | 33140 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $2,875 |
| TEMPLE EMANUEL SINAI | |||||||
| 661 SALISBURY STREET | WORCESTER | MA | 01609 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $575 |
| THE DOUGLAS CENTER | |||||||
| 3445 HOWARD STREET | SKOKIE | IL | 60076 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $5,000 |
| THE GATHERING PLACE | |||||||
| 23300 COMMERCE PARK | CLEVELAND | OH | 44122 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $7,500 |
| THE IMPACT CENTER | |||||||
| 600 HAVERFORD ROAD 101 | HAVERFORD | PA | 19401 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $5,000 |
| THE SMILE TRAIN | |||||||
| PO BOX 96246 | WACHINGTON | DC | 20090 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $1,000 |
| THEATERWORKS | |||||||
| 233 PEARL STREET | HARTFORD | CT | 06103 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $1,500 |
| UMASS MEMORIAL MEDICAL CENTER | |||||||
| 119 BELMONT STREET | WORCESTER | MA | 01655 | N/A | GENERAL OPERATIONS | $38,150 | |
| UNICEF | |||||||
| 18 TREMONT ST SUITE 820 | BOSTON | MA | 02108 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $350 |
| UNITED WAY OF MASS BAY | |||||||
| PO BOX 51381 | BOSTON | MA | 02205 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $8,500 |
| USC SHOAH FOUNDATION | |||||||
| 650 WEST 35TH STREET SUITE 114 | LOS ANGELES | CA | 90089 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $175,000 |
| WEILL CORNELL MEDICINE | |||||||
| 411 E 69TH ST | NEW YORK | NY | 10021 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $132,610 |
| YESHIVA ACHEI T'MIMIM | |||||||
| 22 NEWTON AVENUE | WORCESTER | MA | 01602 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $649,360 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $199,203 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,356,121 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,555,324 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,555,324 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,500 | Amt |
| Net Investment Income | $1,750 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CHEVRON CORPORATION STOCK | $3,625 | $27,092 |
| COMMON STOCK AT FIDELITY #144000 | $746,002 | $205,482 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $0 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $1,621,426 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $1,658,435 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| STATE OF ISRAEL BOND | AT COST | $1,000 | $1,230 |
| MUTUAL FUNDS AT FIDELITY #128860 | AT COST | $1,309,835 | $1,303,511 |
| MUTUAL FUNDS AND ETPS AT FIDELITY #129903 | AT COST | $2,478,276 | $2,575,117 |
| MAXIM OPPORTUNITY FUND LP | AT COST | $354,973 | $354,973 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $2,655 | LegalFeesAmt |
| Net Investment Income | $1,328 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| RESIDENTIAL REAL ESTATE | $5,625,000 | $0 | $0 |
| MAXIM FUND DISTRIBUTION RECEIVABLE | $0 | $2,088 | $2,088 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $153 | $0 | $0 |
| MANAGEMENT FEES | $47,030 | $0 | $0 |
| REPAIRS & MAINTENANCE | $87,054 | $0 | $0 |
| INSURANCE EXPENSE | $555 | $0 | $0 |
| UTILITIES | $23,484 | $0 | $0 |
| MISCELANOEUS FEES | $52 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER CHANGES IN FUND BALANCE | Desc |
| Amt | $391 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TAXES PAYABLE | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $500 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADVISOR FEES | CategoryTxt |
| Amt | $31,791 | Amt |
| Net Investment Income | $31,791 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STATE TAXES | $500 | $0 | $0 |
| ESTIMATED TAX PAYMENT | $914 | $0 | $0 |
| REAL ESTATE TAXES | $119,867 | $119,867 | $0 |
| FOREIGN TAXES | $2,025 | $2,025 | $0 |