FEIBELMAN FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- FEIBELMAN FOUNDATION (EIN 05-0499644)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-06-23
- IRS object ID
- 202141749349100004
- Schema version
- 2020v4.0
- Note
- A later return for the same period supersedes this one.
- 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
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-06-23T09:24:44-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | CARL 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 | 2020-01-01 | 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 | 2021-06-10 | 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 | PreparerPersonNm |
| PTIN | P00238955 | PTIN |
| Phone | 4017376300 | PhoneNum |
| Preparation | 2021-06-10 | PreparationDt |
| 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 | $6,967,595 | 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 | $1,118,817 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $197,954 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $197,954 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,202,677 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,390,639 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,202,677 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $44 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $44 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,519,492 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,400,675 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $4,350 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,350 | AccountingFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $7,718 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,718 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $112 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $112 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $12,180 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,180 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $301,783 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $301,783 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $313,963 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,180 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $301,783 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,205,529 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,390,495 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $660,672 | CashBOYAmt |
| Cash EOY | $262,177 | CashEOYAmt |
| Cash EOYFMV | $262,177 | CashEOYFMVAmt |
| Corporate Stock BOY | $5,205,572 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,705,418 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,705,418 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $5,866,244 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,967,595 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,967,595 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $5,866,244 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,967,595 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,866,244 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,967,595 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,866,244 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,967,595 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,866,244 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,205,529 | ExcessRevenueOverExpensesAmt |
| Subtotal | $9,071,773 | SubtotalAmt |
| Other Decreases | $2,104,178 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,967,595 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| SEE ATTACHED | P | 2019-11-19 | 2020-11-20 | $5,367,268 | $3,160,905 | $2,206,363 | $2,206,363 |
| SEE ATTACHED | P | 2020-11-20 | 2020-11-20 | $17,771 | $19,097 | -$1,326 | -$1,326 |
| FHLMC 1080-E 7.0 | P | 1997-07-22 | 2020-04-15 | $7,960 | -$7,960 | -$7,960 | |
| FHLMC 1902G 7.0 | P | 2019-10-14 | 2020-10-15 | $4 | $4 | $4 | |
| FHLMC 2099A 6.25 | P | 2019-10-14 | 2020-10-15 | $41 | $41 | $41 | |
| FNMA 92-125L 7.0 | P | 2019-10-24 | 2020-10-25 | $33 | $33 | $33 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,202,677 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$1,326 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $33,228 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $33,228 | SubtotalAmt |
| Tax Based On Investment Income | $33,228 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $482 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $50,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $50,482 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $34 | EsPenaltyAmt |
| Overpayment | $17,220 | OverpaymentAmt |
| Applied To ES Tax | $17,220 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| H JACK FEIBELMAN | ||||||||
| 11 BALDWIN ORCHARD DRIVE | CRANSTON | RI | 02920 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| BARBARA FEIBELMAN | ||||||||
| 330 LLOYD AVENUE | PROVIDENCE | RI | 02906 | TRUSTEE | 6.00 | $0 | $0 | $0 |
| 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 | $5,955,495 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $461,425 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,416,920 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $6,416,920 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $96,254 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,320,666 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $316,033 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $316,033 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $33,228 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $33,228 | TotalTaxAmt |
| Distributable Before Adj | $282,805 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $282,805 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $282,805 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $301,783 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $301,783 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $301,783 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $282,805 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $253,935 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $91,046 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $98,295 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $443,276 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $301,783 | QualifyingDistributionsAmt |
| Applied To Current Year | $282,805 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $18,978 | RemainingDistriFromCorpusAmt |
| Total Corpus | $462,254 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $253,935 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $208,319 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $91,046 | ExcessFromYear4Amt |
| Excess From Year3 | $98,295 | ExcessFromYear3Amt |
| Excess From Current Year | $18,978 | 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 (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BROWN UNIVERSITY | |||||||
| PO BOX 1893 | PROVIDENCE | RI | 02912 | NONE | EXEMPT | CHARITABLE | $3,800 |
| DORCAS INTERNATIONAL INSTIT OF RI | |||||||
| 645 ELMWOOD AVENUE | PROVIDENCE | RI | 02907 | NONE | EXEMPT | CHARITABLE | $5,000 |
| J ARNHOLZ FOUNDATION | |||||||
| 3501 N OCEAN DR PH | HOLLYWOOD | FL | 33019 | NONE | EXEMPT | CHARITABLE | $10,000 |
| JEWISH COMMUNITY DAY SCHOOL OF RI | |||||||
| 85 TAFT AVENUE | PROVIDENCE | RI | 02906 | NONE | EXEMPT | CHARITABLE | $8,000 |
| JEWISH FEDERATION OF RI | |||||||
| 130 SESSIONS STREET | PROVIDENCE | RI | 02860 | NONE | EXEMPT | CHARITABLE | $30,000 |
| MIRIAM HOSPITAL | |||||||
| 164 SUMMIT AVENUE | PROVIDENCE | RI | 02906 | NONE | EXEMPT | CHARITABLE | $50,000 |
| TEMPLE BETH-EL | |||||||
| 70 ORCHARD DRIVE | PROVIDENCE | RI | 02906 | NONE | EXEMPT | CHARITABLE | $16,348 |
| TEMPLE SINAI | |||||||
| 30 HAGEN AVENUE | CRANSTON | RI | 02920 | NONE | EXEMPT | CHARITABLE | $300 |
| VARIOUS CHARITIES | |||||||
| VARIOUS ADDRESSES | VARIOUS | RI | 02906 | NONE | EXEMPT | CHARITABLE | $1,085 |
| DENISON UNIVERSITY | |||||||
| 100 WEST COLLEGE STREET | GRANVILLE | OH | 43023 | NONE | EXEMPT | CHARITABLE | $1,000 |
| NYU LANGONE HEALTH | |||||||
| 550 1ST AVENUE | NEW YORK | NY | 10016 | NONE | EXEMPT | CHARITABLE | $10,000 |
| PROVIDENCE YOUTH STUDENT MOVEMENT | |||||||
| 669 ELMWOOD AVENUE B13 | PROVIDENCE | RI | 02907 | NONE | EXEMPT | CHARITABLE | $1,750 |
| RI COMMUNITY FOOD BANK | |||||||
| 200 NIANTIC AVENUE | PROVIDENCE | RI | 02907 | NONE | EXEMPT | CHARITABLE | $2,500 |
| TRUSTEES OF THE UNIVERSITY OF PA | |||||||
| 801 SPRUCE STREET | PHILADELPHIA | PA | 19107 | NONE | EXEMPT | CHARITABLE | $2,000 |
| RHODE ISLAND COMMUNITY FOUNDATION | |||||||
| 1 UNION STATION | PROVIDENCE | RI | 02903 | NONE | EXEMPT | CHARITABLE | $10,000 |
| PLANNED PARENTHOOD OF RI | |||||||
| 175 BROAD STREET | PROVIDENCE | RI | 02903 | NONE | EXEMPT | CHARITABLE | $25,000 |
| JEWISH ALLIANCE OF GREATER RI | |||||||
| 401 ELMGROVE AVENUE | PROVIDENCE | RI | 02906 | NONE | EXEMPT | CHARITABLE | $125,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $301,783 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $197,954 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $44 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,202,677 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $2,400,675 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,400,675 | 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 | 11 BALDWIN ORCHARD DRIVE | AddressLine1Txt |
| City | CRANSTON | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02920 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,118,817 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (8 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt |
|---|---|---|
| 1 | 100 SHARES CARRIER GLOBAL CORP | $3,233 |
| 1 | 1,600 SHARES PROCTOR & GAMBLE CO | $226,032 |
| 1 | 700 SHARES GILEAD SCIENCES INC | $43,085 |
| 1 | 100 SHARES RAYTHEON TECHNOLOGIES | $5,933 |
| 1 | 400 SHARES JPMORGAN CHASE & CO | $40,160 |
| 1 | 400 SHARES MERCK & CO INC | $31,104 |
| 1 | 3,390 SHARES MICROSOFT CORP | $750,951 |
| 1 | 50 SHARES OTIS WORLDWIDE CORP | $3,230 |
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 (69 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 42362.417 SH SCHWAB S&P 500 INDEX FD | $2,432,450 | $2,432,450 |
| 47974.72 SH SCHWAB INTL INDEX FUND | $1,054,964 | $1,054,964 |
| 15152.051 SH SCHWAB US MID CAP | $800,483 | $800,483 |
| 64864.6610 SHS SCHWAB US AGGREGATE B | $701,187 | $701,187 |
| 3000 SH JPMORGAN CHASE & CO | $381,210 | $381,210 |
| 8912.054 SH FPA CRESCENT | $320,567 | $320,567 |
| 29458.355 SH BLACKROCK STRAT INCO | $305,483 | $305,483 |
| 4290 SH SCHWAB INTERMEDIATE TERM | $249,764 | $249,764 |
| 2000 SH PHILIP MORRIS INTL INC | $165,580 | $165,580 |
| 1384 SH MONDELEZ INTL INC | $80,922 | $80,922 |
| 500 SH JOHNSON & JOHNSON | $78,690 | $78,690 |
| 600 SH CONOCO PHILLIPS | $23,994 | $23,994 |
| 333 SH DUPONT DE NEMOURS INC | $23,680 | $23,680 |
| 300 SH PHILLIPS 66 | $20,982 | $20,982 |
| 333 SH DOW CHEMICAL CO | $18,482 | $18,482 |
| 150 SH WASTE MGMT INC | $17,690 | $17,690 |
| 461 SH KRAFT HEINZ COMPANY | $15,978 | $15,978 |
| 233.333 SH CORTEVA INC | $9,035 | $9,035 |
| 99.667 SH CORTEVA INC | $3,859 | $3,859 |
| 4000 SH FREDDIE MAC 6.25%28 | $209 | $209 |
| 62 SH NATWEST GROUP PLC (RBSPF) | $142 | $142 |
| 15000 SH FEDERAL NATL MTG ASSN | $53 | $53 |
| 3000 SH FREDDIE MAC 7%26 | $14 | $14 |
| 3000 FEDERAL HOME LOAN MTG CORP | ||
| 4000 SH FEDERAL HOME LOAN MTG CORP | ||
| 126 SH TELEFONICA SA | ||
| 140 SH SABRA HEALTH CARE REIT INC | ||
| 500 SH TEVA PHARMACEUTICAL INDS | ||
| 200 SH KRAFT HEINZ COMPANY | ||
| 500 SH VODAFONE GROUP PLC NEW | ||
| 333 SH KRAFT HEINZ COMPANY | ||
| 200 SH EXXON MOBIL CORP | ||
| 100 SH CLOROX COMPANY | ||
| 250 SH REALTY INCOME CORP | ||
| 500 SH SCHLUMBERGER LTD | ||
| 3175 SH TELEFONICA SA | ||
| 200 SH AMERICAN EXPRESS COMPANY | ||
| 500 SH ALTRIA GROUP INC | ||
| 300 SH ABBVIE INC | ||
| 500 SH NATIONAL RETAIL PPTY | ||
| 500 SH UNILEVER PLC | ||
| 500 SH VENTAS INC | ||
| 250 SH SIEMENS AG | ||
| 250 SH INTL BUSINESS MACHINES CORP | ||
| 500 SH EXXON MOBIL CORPORATION | ||
| 250 SH HERSHEY COMPANY | ||
| 500 SH NORTHWEST NATURAL GAS CO | ||
| 300 SH WALT DISNEY CO | ||
| 150 SH COSTCO WHOLESALE CORP | ||
| 200 SH BERKSHIRE HATHAWAY INC | ||
| 250 SH MCDONALDS CORP | ||
| 1000 SH MONDELEZ INTL INC | ||
| 4000 SH AMERICA MOVIL SAB | ||
| 1000 SH BRISTOL MYERS SQUIBB COMPANY | ||
| 500 SH JOHNSON & JOHNSON | ||
| 500 SH UNITED TECHNOLOGIES CORP | ||
| 250 SH SPDR S&P 500 | ||
| 1000 SH PHILIP MORRIS INTL INC | ||
| 2000 SH ALLIANT ENERGY CORP | ||
| 300 SH LOCKHEED MARTIN CORP | ||
| 1000 SH AMERICAN WATERWORKS COMPANY | ||
| 1000 SH AMERICAN EXPRESS COMPANY | ||
| 1000 SH PROCTER & GAMBLE COMPANY | ||
| 2000 SH EXXON MOBIL CORP | ||
| 1000 SH JOHNSON & JOHNSON | ||
| 1000 SH NEXTERA ENERGY INC | ||
| 1500 SH BERKSHIRE HATHAWAY INC | ||
| 12000 SH UNILEVER NV | ||
| 300 SH BERKSHIRE HATHAWAY INC |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DECREASE IN FMV OF SECURITIES | Desc |
| Amt | $2,104,178 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| BANK SERVICE FEES | $62 | $62 |
| FILING FEES | $50 | $50 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LITIGATION SETTLEMENT | Desc |
| Revenue And Expenses Per Books | $44 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $44 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES ON DIVIDENDS | $5,718 | $5,718 |
| FEDERAL TAXES | $2,000 |