THE SCHREIBER & PACKMAN FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- THE SCHREIBER & PACKMAN FOUNDATION (EIN 83-2286342)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-08-21
- IRS object ID
- 202512339349100951
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-08-21T13:11:32-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 832286342 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Schreiber & Packman Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | SCHR | 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 | Paul Clemons | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2025-08-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,001,559 | 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 | $604,268 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $4,858 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4,858 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $41,742 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $41,742 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $7,702 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $284,462 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $53,601 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $658,570 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $100,201 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $11,737 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $11,737 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,471 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $871 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $11,809 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $15 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $11,794 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $25,017 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $12,623 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $11,794 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $51,700 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $51,700 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $76,717 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $12,623 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $63,494 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $581,853 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $87,578 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $211,628 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $151,919 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $151,919 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations EOY | $215,625 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $220,066 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $917,107 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,413,876 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,629,574 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $70,832 | CorporateBondsBOYAmt |
| Total Assets BOY | $1,199,567 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,781,420 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,001,559 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $1,199,567 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,781,420 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,199,567 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,781,420 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,199,567 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,781,420 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,199,567 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $581,853 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,781,420 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,781,420 | 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 | $284,462 | GrossSalesPriceAmt |
| Cost Or Other Basis | $230,861 | CostOrOtherBasisAmt |
| Gain Or Loss | $53,601 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $53,601 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $53,601 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,217 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,217 | SubtotalAmt |
| Tax Based On Investment Income | $1,217 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $543 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $700 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $1,243 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $26 | OverpaymentAmt |
| Applied To ES Tax | $26 | 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 | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
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 (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Paul A Clemons | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP, Treas | 1.0 | $0 | $0 | $0 |
| Erin E Crackel | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP | 1.0 | $0 | $0 | $0 |
| Allison Forte Roach | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Sec, VP | 1.0 | $0 | $0 | $0 |
| Mimi S Packman | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Stuart L Schreiber | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Pres | 1.0 | $0 | $0 | $0 |
| Bridget K Wagner | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP | 1.0 | $0 | $0 | $0 |
| 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 | $1,465,853 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $103,718 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,569,571 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,569,571 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $23,544 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,546,027 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $77,301 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $77,301 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,217 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,217 | TotalTaxAmt |
| Distributable Before Adj | $76,084 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $76,084 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $76,084 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $63,494 | 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 | $63,494 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $76,084 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $60,466 | UndistributedIncomePYAmt |
| Qualifying Distributions | $63,494 | QualifyingDistributionsAmt |
| Applied To Year1 | $60,466 | AppliedToYear1Amt |
| Applied To Current Year | $3,028 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $73,056 | 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 | Mimi S Packman | ContributingManagerNm |
| Contributing Manager | Stuart L Schreiber | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FIDELITY INVESTMENTS CHARITABLE GIFT FUND | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 SEAPORT ZE7 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02210 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | N/A | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | General & Unrestricted | GrantOrContributionPurposeTxt |
| Amt | $51,700 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $51,700 | 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 | $4,858 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $41,742 | 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 Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $7,702 | 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 | $54,302 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $54,302 | 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 | S L Schreiber M S Packman 2019 Re | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 Avery Street PH-1E | AddressLine1Txt |
| City | Boston | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02111 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $604,268 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (10 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | ADIDAS AG ADDYY, 486 sh. | $60,259 | 2024-10-18 |
| 1 | APPLE INC AAPL, 141 sh. | $33,148 | 2024-10-18 |
| 1 | EXXON MOBIL CORP XOM, 478 sh. | $57,310 | 2024-10-18 |
| 1 | EMCOR GROUP INC EME, 194 sh. | $87,135 | 2024-10-18 |
| 1 | FACTSET RESH SYST INC FDS, 56 sh. | $26,447 | 2024-10-18 |
| 1 | MANULIFE FIN CORP MFC, 1619 sh. | $49,517 | 2024-10-18 |
| 1 | MANHATTAN ASSOCIATES INC MANH, 155 sh. | $46,825 | 2024-10-18 |
| 1 | CORVEL CORP CRVL, 224 sh. | $70,610 | 2024-10-18 |
| 1 | PRIMERICA, INC PRI, 258 sh. | $72,141 | 2024-10-18 |
| 1 | VANECK SEMICONDUCTOR ETF SMH, 400 sh. | $100,876 | 2024-10-18 |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (37 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABERDEEN STD PHYSICAL SWISS GL | $8,913 | $12,525 |
| ADIDAS AG | $115,520 | $101,800 |
| APPLE INC | $33,148 | $35,309 |
| BANK OF AMERICA SER 5 PFD STK | $5,881 | $7,041 |
| BERKLEY W R CP | $26,715 | $31,425 |
| BERKSHIRE HATHAWAY INC. CLASS | $35,368 | $53,940 |
| BOSTON PPTYS INC | $12,462 | $10,262 |
| CHEVRON CORP | $28,152 | $43,887 |
| CORVEL CORP | $70,610 | $74,767 |
| DISCOVER FINL SVCS COM | $25,219 | $60,631 |
| EMCOR GROUP INC | $87,135 | $88,057 |
| EMERSON ELECTRIC CO | $18,117 | $37,179 |
| EXXON MOBIL CORP | $92,186 | $114,347 |
| FACTSET RESH SYST INC | $26,447 | $26,896 |
| GOLDMAN SACHS PFD SER D - 4.00 | $2,819 | $3,443 |
| HINGHAM INSTITUTION FOR SAVING | $6,907 | $10,166 |
| JANUS HENDERSON AAA CLO ETF | $65,888 | $65,923 |
| JPMORGAN PFD SER MM 04.200% PE | $2,625 | $2,834 |
| MANHATTAN ASSOCIATES INC | $46,825 | $41,887 |
| MANULIFE FIN CORP | $49,517 | $49,719 |
| MARKET VECTORS - GOLD MINERS E | $42,436 | $44,592 |
| MERCK & CO INC | $32,266 | $45,960 |
| MICROSOFT CORP | $30,069 | $126,449 |
| MORGAN STANLEY PFD SER A | $929 | $1,190 |
| NEWMONT GOLDCORP CORPORATION | $25,360 | $24,602 |
| NUTRIEN LTD | $30,036 | $20,272 |
| PRIMERICA, INC | $72,141 | $70,026 |
| STATE STREET CORPORATION | $12,017 | $18,845 |
| SUN LIFE FINANCIAL INC | $26,282 | $44,505 |
| TYSON FOODS INC CL A | $28,463 | $27,858 |
| UNITED PARCEL SERVICE | $64,876 | $50,440 |
| US BANCORP PFD SER B - FLOAT % | $1,745 | $2,205 |
| VANECK SEMICONDUCTOR ETF | $100,875 | $96,868 |
| VANGUARD FTSE EMERGING MARKETS | $15,038 | $15,150 |
| VANGUARD INFLATION-PROTECTED S | $29,110 | $27,359 |
| VANGUARD ULTRA ST BND ADMR | $139,999 | $139,175 |
| WELLS FARGO COMPANY PREFERRED | $1,780 | $2,040 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $215,625 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $220,066 | USGovtObligationsEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $11,769 | $11,769 | |
| Bank Charges | $15 | $15 | |
| State or Local Filing Fees | $25 | $25 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $11,737 | Amt |
| Net Investment Income | $11,737 | NetInvestmentIncomeAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | S L Schreiber M S Packman 2019 Re | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 Avery Street PH-1E | AddressLine1Txt |
| City | Boston | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02111 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2024 | $500 | |
| 990-PF Extension for 2023 | $100 | |
| Foreign Tax Paid | $871 | $871 |