SAMUEL RUBIN FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- SAMUEL RUBIN FOUNDATION INC (EIN 13-6164671)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2021-11-08
- IRS object ID
- 202143129349101249
- 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
- Accounting Fees Schedule
- Depreciation Schedule
- Expenditure Responsibility Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-08T14:14:00-06:00 | ReturnTs |
| Tax Period End | 2021-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 273396508 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LORING WOLCOTT & COOLIDGE TRUST LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 230 CONGRESS STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021102437 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136164671 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SAMUEL RUBIN FOUNDATION INC | BusinessNameLine1Txt |
| Business Name Line2 | C/O LORING WOLCOTT & COOLIDGE | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SAMU | BusinessNameControlTxt |
| Phone | 6175470444 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 230 CONGRESS STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JUDITH WEISS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6175470444 | PhoneNum |
| Signature | 2021-10-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JUDITH | PersonFirstNm |
| Person Last | WEISS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHRISTOPHER S CORSO | PreparerPersonNm |
| PTIN | P01919336 | PTIN |
| Phone | 6175236531 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| 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 | $14,622,711 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $164,497 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $164,497 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $110,069 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,032,281 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $110,069 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $274,566 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $274,566 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $30,431 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $1,522 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $28,909 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $31,931 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $31,931 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $8,971 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $371 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $8,600 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $71,953 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $71,953 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $33,224 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,229 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $6,089 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $128 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $19,900 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $6,567 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $13,333 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $18,283 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,366 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $13,917 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $218,821 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $89,008 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $103,779 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $549,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $549,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $767,821 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $89,008 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $652,779 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$493,255 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $185,558 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $16,451 | CashBOYAmt |
| Cash EOY | $21,641 | CashEOYAmt |
| Cash EOYFMV | $21,641 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $348,872 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $264,000 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $264,000 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $4,375 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $4,083 | PrepaidExpensesEOYAmt |
| US Government Obligations BOY | $1,181,258 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,778,118 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,805,275 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $0 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,903,594 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $9,817,520 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,670,777 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,147,140 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,200,376 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $7,876,255 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,486,285 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,510,180 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $19,931 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $19,612 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $447 | LandBOYAmt |
| Land EOY | $319 | LandEOYAmt |
| Land EOYFMV | $319 | LandEOYFMVAmt |
| Other Assets BOY | $3,400 | OtherAssetsBOYAmt |
| Other Assets EOY | $3,400 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $3,400 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $11,101,835 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,608,580 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $14,622,711 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $11,353,927 | CapitalStockBOYAmt |
| Capital Stock EOY | $11,353,927 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$252,092 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$745,347 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $11,101,835 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,608,580 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $11,101,835 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,608,580 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $11,101,835 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$493,255 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $10,608,580 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $10,608,580 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| CHARLES SCHWAB: PUBLIC SECURITIES | $1,456,706 | $1,400,060 | $56,646 | $56,646 |
| CHARLES SCHWAB: PUBLIC SECURITIES | $508,869 | $474,950 | $33,919 | $33,919 |
| LWC: PUBLIC SECURITIES | $388,481 | $411,914 | -$23,433 | -$23,433 |
| LWC: PUBLIC SECURITIES | $678,225 | $635,288 | $42,937 | $42,937 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $110,069 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,579 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,579 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,579 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $15,160 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $15,160 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $12,581 | OverpaymentAmt |
| Applied To ES Tax | $2,600 | AppliedToESTaxAmt |
| Refund | $9,981 | 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 |
| Org Report Or Register State | NY | 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 | WWW.SAMUELRUBINFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | JUDITH WEISS | IndividualWithBooksNm |
| Phone | 6175470444 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 CHURCH STREET | AddressLine1Txt |
| City | CAMBRIDGE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02138 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| 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 |
|---|---|---|---|---|---|---|---|---|
| JUDITH WEISS | ||||||||
| 50 CHURCH STREET | CAMBRIDGE | MA | 021383726 | PRESIDENT | 20.00 | $30,431 | $7,424 | $0 |
| PETER WEISS | ||||||||
| 50 CHURCH STREET | CAMBRIDGE | MA | 021383726 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| TAMARA WEISS | ||||||||
| 50 CHURCH STREET | CAMBRIDGE | MA | 021383726 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| DANIEL WEISS | ||||||||
| 50 CHURCH STREET | CAMBRIDGE | MA | 021383726 | CHAIR/TREASURER | 1.00 | $0 | $0 | $0 |
| CORA WEISS | ||||||||
| 50 CHURCH STREET | CAMBRIDGE | MA | 021383726 | DIRECTOR | 1.00 | $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 | $13,526,320 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $320,811 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $13,847,131 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $13,847,131 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $207,707 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $13,639,424 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $681,971 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $681,971 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,579 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,579 | TotalTaxAmt |
| Distributable Before Adj | $679,392 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $679,392 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $679,392 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $652,779 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $652,779 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $652,779 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $679,392 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $15,595 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $70,980 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $16,203 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $16,137 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $32,607 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $151,522 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $652,779 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $652,779 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $26,613 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $26,613 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $124,909 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $124,909 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $59,962 | ExcessFromYear4Amt |
| Excess From Year3 | $16,203 | ExcessFromYear3Amt |
| Excess From Year2 | $16,137 | ExcessFromYear2Amt |
| Excess From Year1 | $32,607 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | KAITLIN LONGMIRE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 CHURCH STREET | AddressLine1Txt |
| City | CAMBRIDGE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021383726 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6175470444 | RecipientPhoneNum |
| Recipient Email Address | KAITLIN@SAMUELRUBINFOUNDATION.ORG | RecipientEmailAddressTxt |
| Form And Info And Materials | A FULL STATEMENT AS TO THE PURPOSE OF THE GRANT REQUEST, INCLUDING PROGRAM BUDGET AND COPY OF IRS TAX EXEMPT DETERMINATION LETTER. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | FIRST WEDNESDAY OF JANUARY, MAY AND SEPTEMBER | SubmissionDeadlinesTxt |
| Restrictions On Awards | NO GRANTS ARE MADE TO INDIVIDUALS, OR FOR THE PURPOSE OF CAPITAL ACQUISITION, ENDOWMENT OR SCHOLARSHIPS | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (58 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|
| ALTERNATE ROOTS | ||||||||||
| 1270 CAROLINE ST BOX D120-353 | ATLANTA | GA | 30307 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |||
| CAMPAIGN FOR PEACE DISARMAMENT AND COMMON SECURITY | ||||||||||
| 2161 MASSACHUSETTS AVE | CAMBRIDGE | MA | 02140 | NONE | PC | COMMITTEE FOR A SANE US-CHINA POLICY | $2,000 | |||
| CAPITAL AREA FOOD BANK | ||||||||||
| 4900 PUERTO RICO AVENUE NE | WASHINGTON | DC | 20017 | NONE | PC | COVID RELIEF EFFORTS | $3,500 | |||
| AJ MUSTE MEMORIAL INSTITUTE | ||||||||||
| 168 CANAL STREET 6TH FL | NEW YORK | NY | 10013 | NONE | PC | DEFENDING HUMAN RIGHTS WITH LEGAL MEANS | $10,000 | |||
| ALLIANCE FOR GLOBAL JUSTICE | ||||||||||
| 225 EAST 26TH ST SUITE 1 | TUCSON | AZ | 85713 | NONE | PC | GLOBAL CAMPAIGN FOR PEACE EDUCATION | $6,000 | |||
| AMEICAN FRIENDS OF COMBATANTS FOR PEACE | ||||||||||
| PO BOX 27671 | SAN FRANCISCO | CA | 94127 | NONE | PC | GENERAL OPERATING SUPPORT | $6,000 | |||
| AMERCIAN FRIENDS OF THE PARENTS CIRCLE | ||||||||||
| 4 E 95TH STREET APT 5C | NEW YORK | NY | 10128 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |||
| AMERICANS FOR PEACE NOW | ||||||||||
| 1320 19TH ST NW SUITE 400 | WASHINGTON | DC | 20036 | NONE | PC | GENERAL OPERATING SUPPORT | $37,500 | |||
| CENTER FOR CONSTITUTIONAL RIGHTS | ||||||||||
| 666 BROADWAY 7TH FL | NEW YORK | NY | 10012 | NONE | PC | GENERAL OPERATING SUPPORT | $40,000 | |||
| CENTER FOR INTERNATIONAL POLICY INC | ||||||||||
| 2000M STREET NW STE 720 | WASHINGTON | DC | 20036 | NONE | PC | DEFUNDING MILITARISM: BUILDING SUPPORT FOR SHIFTING PRIORITIES | $5,000 | |||
| CENTER FOR JUSTICE & ACCOUNTABILITY | ||||||||||
| ONE HALLIDIE PLAZA STE 406 | SAN FRANCISCO | CA | 94102 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |||
| CENTER FOR LABOR EDUCATION AND RESEARCH | ||||||||||
| 375 CENTRE STREET | BOSTON | MA | 02130 | NONE | PC | MASS UNDOCUFUND | $3,500 | |||
| DC CENTRAL KITCHEN INC | ||||||||||
| 425 2ND ST NW | WASHINGTON | DC | 20001 | NONE | PC | COVID RELIEF EFFORTS | $3,500 | |||
| DEMOCRACY NOW | ||||||||||
| 207 WEST 25TH ST 11TH FL | NEW YORK | NY | 10001 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |||
| DOWNTOWN COMMUNITY TELEVISION | ||||||||||
| 87 LAFAYETTE STREET | NEW YORK | NY | 10013 | NONE | PC | DCTV YOUTH MEDIA: FREE FILMMAKING TRAINING FOR NYC TEENS AND YOUNG ADULTS | $50,000 | |||
| DJ HENRY DREAM FUND | ||||||||||
| 31 MILK STREET | BOSTON | MA | 02109 | NONE | PC | BROCKTON COMMUNITIES: HEALTHY YOUTH AT HOME | $2,500 | |||
| FULLER PROJECT FOR INTERNATIONAL REPORTING | ||||||||||
| 1875 CONNECTICUT AVE 10TH FL | WASHINGTON | DC | 20009 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |||
| FUND FOR CONSTITUTIONAL GOVERNMENT | ||||||||||
| 122 MARYLAND AVENUE NE | WASHINGTON | DC | 20002 | NONE | PC | 2021 MEMBERSHIP SUPPORT | $2,500 | |||
| GEORGIA LATINO ALLIANCE FOR HUMAN RIGHTS | ||||||||||
| 7 DUNWOODY PARK SUITE 110 | ATLANTA | GA | 30338 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |||
| GLOBAL KIDS | ||||||||||
| 137 EAST 25TH ST 2ND FL | NEW YORK | NY | 10010 | NONE | PC | POWER OF CITIZENRY LEADERSHIP PROGRAM/COVID-19 EMERGENCY RELIEF | $28,500 | |||
| GLOBAL NETWORK OF WOMEN PEACEBUILDERS | ||||||||||
| 777 UN PLAZA SUITE 8B | NEW YORK | NY | 10017 | NONE | PC | GENERAL OPERATING SUPPORT/COVID RELIEF EFFORTS/PAYMENT 1 OF 3 CORA WEISS FELLOWSHIP | $48,500 | |||
| GRASSROOTS INTERNATIONAL | ||||||||||
| 179 BOYLSTON ST 4TH FL | BOSTON | MA | 02130 | NONE | PC | PALESTINE SOLIDARITY EMERGENCY FUND/BRAZIL HUMAN RIGHTS/DEFENDING HUMAN RIGHTS | $18,000 | |||
| HAMPSHIRE COLLEGE | ||||||||||
| 893 WEST STREET | AMHERST | MA | 01002 | NONE | PC | UNDOCUMENTED STUDENT SCHOLARSHIP FUND | $5,000 | |||
| HISPANICS IN PHILANTRHOPY | ||||||||||
| 414 13TH ST STE 200 | OAKLAND | CA | 94612 | NONE | PC | FARMWORKERS' COVID-19 PANDEMIC RELIEF FUND | $3,500 | |||
| HUMAN RIGHTS WATCH | ||||||||||
| 350 5TH AVE 34TH FL | NEW YORK | NY | 10118 | NONE | PC | CAMPAIGN TO STOP KILLER ROBOTS | $8,000 | |||
| INSTITUTE FOR POLICY STUDIES | ||||||||||
| 1301 CONNECTICUT AVE NW STE 600 | WASHINGTON | DC | 20036 | NONE | PC | NATIONAL PRIORITIES PROJECT/LETELIER MOFFITT AWARD EVENT | $7,000 | |||
| INTERNATIONAL WOMEN'S MEDIA FOUNDATION | ||||||||||
| 1625 K STREET NW STE 1275 | WASHINGTON | DC | 20006 | NONE | PC | IWMF ELIZABETH NEUFFER FELLOWSHIP | $5,000 | |||
| LAWYERS COMMITTEE ON NUCLEAR POLICY | ||||||||||
| 220 E 49TH ST SUITE 1B | NEW YORK | NY | 10017 | NONE | PC | GENERAL OPERATING SUPPORT | $50,000 | |||
| MICHIGAN STATE UNIVERSITY | ||||||||||
| 426 AUDITORIUM ROAD ROOM 2 | EAST LANSING | MI | 48824 | NONE | PC | AFRICAN ACTIVIST ARCHIVE PROJECT | $5,000 | |||
| MIRIAM COLLEGE | ||||||||||
| NONE | PC | INTERFAITH PEACEBUILDING WORKSHOP | $3,000 | KATIPUNAN ROAD LOYOLA HEIGHTS | QUEZON CITY | RP | ||||
| MUSLIM COMMUNITY NETWORK | ||||||||||
| 110 WALL STREET | NEW YORK | NY | 10005 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |||
| NATIONAL DOMESTIC WORKERS ALLIANCE | ||||||||||
| 45 BROADWAY STE 320 | NEW YORK | NY | 10006 | NONE | PC | COVID PANDEMIC RELIEF | $3,500 | |||
| NAUTILUS INSTITUTE | ||||||||||
| 2342 SHATTUCK AVE 300 | BERKELEY | CA | 94704 | NONE | PC | NUCLEAR PEACEMAKING IN NORTHEAST ASIA 2021 | $5,500 | |||
| NEW ISRAEL FUND | ||||||||||
| 6 EAST 39TH ST SUITE 301 | NEW YORK | NY | 10016 | NONE | PC | B'TSELEM VIDEO CAMERA PROJECT: PREVENT OF TORTURE AND PROMOTION OF ACCOUNTABILITY | $25,000 | |||
| NUCLEAR AGE PEACE FOUNDATION | ||||||||||
| PMB 121 1622 ANACAPA ST | SANTA BARBARA | CA | 93101 | NONE | PC | REVERSE THE TREND | $5,000 | |||
| NURSES FOR SEXUAL & REPRODUCTIVE HEALTH | ||||||||||
| PO BOX 14209 | ST PAUL | MN | 55114 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |||
| PEACE ACTION FUND OF NEW YORK STATE INC | ||||||||||
| PO BOX 3357 | NEW YORK | NY | 10008 | NONE | PC | STUDENT ORGANIZING TO PROMOTE YOUTH ACTIVISM | $5,000 | |||
| PROVIDE | ||||||||||
| PO BOX 8265 | ROUND ROCK | TX | 78683 | NONE | PC | GENERAL OPERATING SUPPORT | $7,500 | |||
| REPRIEVE US | ||||||||||
| PO BOX 792325 | NEW ORLEANS | LA | 70179 | NONE | PC | TOWARDS CLOSING GUANTANAMO BAY PRISON | $5,000 | |||
| RIAN IMMIGRANT CENTER | ||||||||||
| ONE STATE ST STE 800 | BOSTON | MA | 02109 | NONE | PC | GENERAL OPERATING SUPPORT | $7,500 | |||
| RUTGERS UNIVERSITYINSTITUTE FOR WOMEN'S LEADERSHIP | ||||||||||
| 7 COLLEGE AVE | NEW BRUNSWICK | NJ | 08901 | NONE | PC | ALISON BERNSTEIN MEDIA MENTORING PROGRAM | $1,000 | |||
| SOUTH AFRICA PARTNERS | ||||||||||
| 89 SOUTH STREET LL02 | BOSTON | MA | 02111 | NONE | PC | EMERGENCY ACTION ON CORONAVIRUS IN SOUTH AFRICA | $3,500 | |||
| SWARTHMORE COLLEGE PEACE COLLECTION | ||||||||||
| 500 COLLEGE AVENUE | SWARTHMORE | PA | 19081 | NONE | PC | DIGITIZING U.S. ANTI-NUCLEAR MOVEMENT AUDIO-VISUAL MATERIALS | $10,000 | |||
| T'RUAH | ||||||||||
| 266 WEST 37TH ST STE 803 | NEW YORK | NY | 10018 | NONE | PC | GENERAL OPERATING SUPPORT | $7,500 | |||
| THIRD SECTOR NEW ENGLAND INC | ||||||||||
| 89 SOUTH STREET STE 700 | BOSTON | MA | 02110 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |||
| TIDES CENTER | ||||||||||
| 1012 TORNEY AVENUE | SAN FRANCISCO | CA | 94129 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |||
| TRI-VALLEY CARES | ||||||||||
| 4049 FIRST ST SUITE 243 | LIVERMORE | CA | 94551 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |||
| WOMEN'S JUSTICE INITIATIVE | ||||||||||
| PO BOX 21540 | NEW YORK | NY | 10087 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |||
| WOMENS INTERNATIONAL NETWORK FOR GUATEMALAN SOLUTIONS INC | ||||||||||
| PO BOX 1043 | PUEBLO | CO | 81002 | NONE | PC | GENERAL OPERATING SUPPORT | $7,500 | |||
| CENTER FOR ECONOMIC DEMOCRACY | ||||||||||
| 434 MASSACHUSETTS AVE SUITE 201 | BOSTON | MA | 02118 | NONE | PC | MASS REDISTRIBUTION FUND | $10,000 | |||
| FILMMAKERS COLLABORATIVE SF | ||||||||||
| 145 NINTH STREET 101 | SAN FRANCISCO | CA | 94103 | NONE | PC | THE MOVEMENT AND THE MADMAN FILM | $7,500 | |||
| GREATER WASHINGTON COMMUNITY FOUNDATION | ||||||||||
| PO BOX 49010 | BALTIMORE | MD | 21297 | NONE | PC | TOMMY RASKIN MEMORIAL FUND FOR PEOPLE AND ANIMALS | $3,000 | |||
| HIGHER HOPE INTERNATIONAL MINISTRIES | ||||||||||
| 618 MARKET STREET | SUNBURY | PA | 17801 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 | |||
| MABEL CENTER FOR IMMIGRANT JUSTICE | ||||||||||
| 1167 MASSACHUSETTS AVENUE | ARLINGTON | MA | 02476 | NONE | PC | GENERAL OPERATING SUPPORT | $3,500 | |||
| MAYSLES INSTITUTE DBA MAYSLES DOCUMENTARY CENTER | ||||||||||
| 343 LENOX AVENUE | NEW YORK | NY | 10027 | NONE | PC | SOCIAL JUSTICE SHOWCASE 2021 | $3,500 | |||
| SCHOTT FOUNDATION FOR PUBLIC EDUCATION | ||||||||||
| 1250 HANCOCK STREET SUITE 803N | QUINCY | MA | 02169 | NONE | PC | JUST RELATIONSHIPS | $2,500 | |||
| SOJOURNER TRUTH SCHOOL FOR SOCIAL JUSTICE LEADERSHIP | ||||||||||
| 649 STATE STREET | SPRINGFIELD | MA | 01109 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |||
| WAR LEGACIES PROJECT | ||||||||||
| 144 LOWER BARTONSVILLE RD | CHESTER | VT | 05143 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $549,000 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GLOBAL NETWORK OF WOMEN PEACEBUILDERS | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 777 UN PLAZA SUITE 7H | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | PAYMENTS 2 OF 3 AND 3 OF 3 FOR CORA WEISS FELLOWSHIP FOR YOUNG WOMEN PEACEBUILDERS | GrantOrContributionPurposeTxt |
| Amt | $60,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $60,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $164,497 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $110,069 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $274,566 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $274,566 | 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 | LWC | CategoryTxt |
| Amt | $4,000 | Amt |
| Net Investment Income | $3,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,000 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (3 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| COMPUTER SOFTWARE | 2014-09-15 | $11,500 | $11,500 | SL | 3.000000000000 | $0 | $0 |
| OFFICE FURNITURE | 2017-01-03 | $1,431 | $984 | 200DB | 7.000000000000 | $128 | $0 |
| COMPUTER SOFTWARE | 2016-10-19 | $7,000 | $7,000 | SL | 3.000000000000 | $0 | $0 |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MIRIAM COLLEGE FOUNDATION INC | BusinessNameLine1Txt |
Foreign Address ForeignAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | KATIPUNAN RD LOYOLA HTS | AddressLine1Txt |
| City | QUEZON CITY | CityNm |
| Country | RP | CountryCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2020-11-10 | GrantDt |
| Grant | $3,000 | GrantAmt |
| Purpose Of Grant | INTERFAITH PEACEBUILDING WORKSHOP FOR MUSLIM AND CHRISTIAN YOUTH | PurposeOfGrantTxt |
| Expended By Grantee | $3,000 | ExpendedByGranteeAmt |
| Dates Of Reports By Grantee | SEPTEMBER 30, 2021 | DatesOfReportsByGranteeTxt |
| Results Of Verification | ON APRIL 22, 2021 THE GRANTEE REQUESTED AN EXTENSION FOR THIS PROJECT BECAUSE OF UNFAVORABLE CONDITIONS RELATED TO COVID-19. ON APRIL 27, 2021, SRF APPROVED THE REQUEST, AND THE WORKSHOP IS NOW SCHEDULED FOR FEBRUARY 2022. A FINAL REPORT WILL BE SUBMITTED UPON COMPLETION OF THE PROJECT. | ResultsOfVerificationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CHARLES SCHWABB CORP BOND | BondNm |
| EOY Book Value | $1,147,140 | EOYBookValueAmt |
| EOYFMV | $1,200,376 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (35 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 675 SHS ADOBE SYSTEM | $185,391 | $395,307 |
| 150 SHS ALPHABET INC CLASS A | $187,507 | $366,269 |
| 115 SHS AMAZON.COM | $190,834 | $395,618 |
| 1,275 SHS AMERICAN TOWER CORP | $255,532 | $344,429 |
| 2,460 SHS APPLE INC. | $185,896 | $336,922 |
| 1,735 SHS CANADIAN NATIONAL RAILWAY | $155,895 | $183,077 |
| 620 SHS COSTCO WHOLESALE CORP | $213,542 | $245,315 |
| 1,260 SHS DANAHER CORP SHS | $205,255 | $338,134 |
| 1,655 SHS WALT DISNEY PRODUCTIONS | $219,826 | $292,657 |
| 2,010 SHS EDWARDS LIFESCIENCE CORP | $155,775 | $208,176 |
| 3,155 SHS FISERV INC. | $330,980 | $337,238 |
| 2,560 SHS HANNON ARMSTRONG | $128,013 | $143,744 |
| 881 SHS HOME DEPOT INC. | $172,081 | $280,942 |
| 550 SHS IDEXX LABS | $146,153 | $347,352 |
| 795 SHS INTUIT | $281,854 | $389,685 |
| 1,105 SHS IQVIA HOLDINGS INC. | $157,790 | $267,764 |
| 620 SHS LULULEMON ATHLETICA INC. | $35,454 | $226,281 |
| 950 SHS MASTERCARD INC. | $167,531 | $346,836 |
| 1,555 SHS MICROSOFT CORP | $185,508 | $421,249 |
| 270 SHS MOODYS CORP | $42,165 | $97,840 |
| 2,170 SHS NIKE INC CLASS B | $201,624 | $335,243 |
| 540 SHS PAYCOM SOFTWARE | $122,131 | $196,274 |
| 1,255 SHS PAYPAL HOLDINGS INC. | $131,573 | $357,063 |
| 625 SHS ROPER INDUSTRIES INC. | $218,563 | $293,875 |
| 235 SHS S&P GLOBAL INC. | $42,361 | $96,456 |
| 1,240 SHS SALESFORCE.COM | $187,099 | $302,895 |
| 460 SHS SERVICENOW INC. | $117,403 | $252,793 |
| 2,225 SHS STARBUCKS CORP | $188,154 | $248,777 |
| 1,275 SHS STRYKER CORP | $268,181 | $331,156 |
| 3,600 SHS TRADE DESK INC. | $68,908 | $278,496 |
| 585 SHS THERMO FISHER SCIENTIFIC INC. | $172,867 | $295,115 |
| 1,480 SHS TREX COMPANY INC. | $150,701 | $151,271 |
| 945 SHS VISA INC. | $88,205 | $220,959 |
| 990 SHS WEX INC. | $173,445 | $191,961 |
| 1,460 SHS NXP SEMICONDUCTORS | $169,397 | $300,351 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,778,118 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,805,275 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CHARLES SCHWABB MORTGAGE POOLS | AT COST | $641,688 | $662,804 |
| CHARLES SCHWABB CMO | AT COST | $756,506 | $758,793 |
| CHARLES SCHWABB MUNICIPAL BOND | AT COST | $88,091 | $88,583 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| COMPUTER SOFTWARE | $11,500 | $11,500 | $0 |
| OFFICE FURNITURE | $1,431 | $1,112 | $319 |
| COMPUTER SOFTWARE | $7,000 | $7,000 | $0 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RENT SECURITY DEPOSIT | Desc |
| BOY Book Value | $3,400 | BOYBookValueAmt |
| EOY Book Value | $3,400 | EOYBookValueAmt |
| EOYFMV | $3,400 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| POSTAGE | $165 | $41 | $124 |
| INSURANCE | $3,033 | $758 | $2,275 |
| OFFICE EXPENSES | $1,108 | $277 | $831 |
| REPRESENTATION | $400 | $100 | $300 |
| TELEPHONE | $1,493 | $373 | $1,120 |
| PAYROLL FEES | $654 | $164 | $490 |
| SOFTWARE EXPENSE | $8,810 | $2,203 | $6,607 |
| DUES | $1,800 | $450 | $1,350 |
| FILING FEES | $820 | $0 | $820 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MANNING & NAPIER | $16,968 | $16,968 | $0 |
| LWC | $54,985 | $54,985 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $909 | $909 | $0 |
| 2020 EXCISE TAX | $10,746 | $0 | $0 |
| PAYROLL TAX | $6,409 | $320 | $6,089 |
| 2021 EXCISE ESTIMATED TAX | $15,160 | $0 | $0 |