BEKER FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- BEKER FOUNDATION (EIN 13-3249239)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-15
- IRS object ID
- 202143199349101234
- Schema version
- 2020v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-15T11:10:23-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 271728945 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PFK O'CONNOR DAVIES LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 MAMARONECK AVENUE | AddressLine1Txt |
| City | HARRISON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 105281633 | 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 | 133249239 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BEKER FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O MILLBURN RIDGEFIELD CORPORATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BEKE | BusinessNameControlTxt |
| Phone | 2123327300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 WEST 46TH STREET 31ST FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10036 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HARVEY BEKER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2123327300 | PhoneNum |
| Signature | 2021-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | HARVEY | PersonFirstNm |
| Person Last | BEKER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GARRETT M HIGGINS CPA | PreparerPersonNm |
| PTIN | P00543209 | PTIN |
| Phone | 9143818900 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | 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 | $44,714,298 | 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 | $399,347 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $99 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $99 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $553,276 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $553,276 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$340,868 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,524,220 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$308,305 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$275,818 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $303,549 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $277,557 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $43,750 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $43,750 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $3,937 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $3,937 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,400 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,400 | AccountingFeesChrtblPrpsAmt |
| Interest Rev And Expnss | $18,107 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $18,107 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $32,629 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,629 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $2 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $2 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $117 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $117 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $140,860 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $138,052 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,808 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $242,802 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $159,790 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $54,012 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,789,197 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,789,197 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,031,999 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $159,790 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,843,209 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,728,450 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $117,767 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $576,462 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $442,624 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $442,624 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $7,417,073 | CorporateStockBOYAmt |
| Corporate Stock EOY | $8,051,030 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,051,030 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $33,974,627 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $36,220,644 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $36,220,644 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $41,968,162 | TotalAssetsBOYAmt |
| Total Assets EOY | $44,714,298 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $44,714,298 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $41,968,162 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $44,714,298 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $41,968,162 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $44,714,298 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $41,968,162 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $44,714,298 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $41,968,162 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,728,450 | ExcessRevenueOverExpensesAmt |
| Other Increases | $4,474,586 | OtherIncreasesAmt |
| Subtotal | $44,714,298 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $44,714,298 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (15 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt |
|---|---|---|---|---|---|---|---|
| NESTOR PARTNERS (PARTNERSHIP) | P | 2020-01-01 | 2020-12-31 | $205,067 | -$205,067 | -$205,067 | |
| NESTOR PARTNERS (PARTNERSHIP) | P | 2019-12-31 | 2020-12-31 | $108,359 | -$108,359 | -$108,359 | |
| NCH BALKAN FUND LP (PARTNERSHIP) | P | 2019-12-31 | 2020-12-31 | $5,226 | -$5,226 | -$5,226 | |
| MILLBURN EQUITY PARTNERS LLC (PARTNERSHIP) | P | 2020-01-01 | 2020-12-31 | $23,807 | -$23,807 | -$23,807 | |
| MILLBURN EQUITY PARTNERS LLC (PARTNERSHIP) | P | 2019-12-31 | 2020-12-31 | $84,128 | $84,128 | $84,128 | |
| SHAREVEST PARTNERS (PARTNERSHIP) | P | 2020-01-01 | 2020-12-31 | $5,853 | $5,853 | $5,853 | |
| SHAREVEST PARTNERS (PARTNERSHIP) | P | 2019-12-31 | 2020-12-31 | $33,129 | $33,129 | $33,129 | |
| MILLBURN MCO PARTNERS LP (PARTNERSHIP) | P | 2020-01-01 | 2020-12-31 | $66,020 | $66,020 | $66,020 | |
| MILLBURN MCO PARTNERS LP (PARTNERSHIP) | P | 2019-12-31 | 2020-12-31 | $78,697 | $78,697 | $78,697 | |
| APOLLO FUND (PARTNERSHIP) | P | 2020-01-01 | 2020-12-31 | $565,510 | -$565,510 | -$565,510 | |
| APOLLO FUND (PARTNERSHIP) | P | 2019-12-31 | 2020-12-31 | $275,782 | -$275,782 | -$275,782 | |
| 2,939 JB HUNT TRANSPORT SERVICES INC | D | 2013-10-23 | 2020-12-30 | $219,956 | $178,694 | $178,694 | $398,650 |
| ARIEL FUND LIMITED | P | 1994-07-01 | 2020-08-31 | $282,030 | $575,713 | $575,713 | $857,743 |
| LESS: CAPITAL GAINS/LOSSES SUBJECT TO UBT | P | 2020-01-01 | 2020-12-31 | $15,704 | -$15,704 | -$15,704 | |
| LESS: CAPITAL GAINS/LOSSES SUBJECT TO UBT | P | 2019-12-31 | 2020-12-31 | $1,484 | -$1,484 | -$1,484 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$178,705 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,637 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,637 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,637 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $22,249 | 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 | $22,249 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $20,612 | OverpaymentAmt |
| Applied To ES Tax | $20,612 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | THEBEKERFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREGG BUCKBINDER CO MILLBURN RIDGEFIELD CORP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2123327300 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 WEST 46TH STREET 31ST FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10036 | 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 | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | 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 | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (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 | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| HARVEY BEKER | |||||||||
| C/O 204 COMMONWEALTH AVENUE | BOSTON | MA | 02116 | PRESIDENT & TREASURER | 1.00 | $0 | $0 | $0 | |
| JAYNE BEKER | |||||||||
| C/O 204 COMMONWEALTH AVENUE | BOSTON | MA | 02116 | VP & SECRETARY | 1.00 | $0 | $0 | $0 | |
| GREGG BUCKBINDER | |||||||||
| C/O MILLBURN RIDGEFIELD CORP 55 | NEW YORK | NY | 10036 | ASST SECRETARY & ASST TREA | 0.50 | $0 | $0 | $0 | WEST 46TH STREET 31ST FLOOR |
| SHERI GUROCK | |||||||||
| C/O 204 COMMONWEALTH AVENUE | BOSTON | MA | 02116 | DIRECTOR | 0.50 | $0 | $0 | $0 | |
| ALISON JUDD | |||||||||
| C/O 204 COMMONWEALTH AVENUE | BOSTON | MA | 02116 | DIRECTOR | 0.50 | $0 | $0 | $0 | |
| EMILY BEKER | |||||||||
| C/O 204 COMMONWEALTH AVENUE | BOSTON | MA | 02116 | DIRECTOR | 0.50 | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $38,291,915 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,035,609 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $39,327,524 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $39,327,524 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $589,913 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $38,737,611 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,936,881 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,936,881 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,637 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,637 | TotalTaxAmt |
| Distributable Before Adj | $1,935,244 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,935,244 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,935,244 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,843,209 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,843,209 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,843,209 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,935,244 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $43,090 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $15,624 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $58,714 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,843,209 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,843,209 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $58,714 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $58,714 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $33,321 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | HARVEY BEKER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (85 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| 826 BOSTON | ||||||
| 3035 WASHINGTON STREET | ROXBURY | MA | 02119 | PC | GENERAL OPERATIONS | $6,000 |
| AMERICAN FRIENDS OF SHALVA | ||||||
| 22 WEST 38TH STREET | NEW YORK | NY | 10016 | PC | GENERAL OPERATIONS | $10,000 |
| AMERICAN REPERTORY THEATER | ||||||
| 64 BRATTLE STREET | CAMBRIDGE | MA | 02138 | PC | GENERAL OPERATIONS | $5,000 |
| ARCK | ||||||
| 36 BROMFIELD STREET 301 | BOSTON | MA | 02108 | PC | GENERAL OPERATIONS | $2,500 |
| ARTIST RELIEF | ||||||
| 200 WEST MADISON STREET FL 3 | CHICAGO | IL | 60606 | PC | GENERAL OPERATIONS | $5,000 |
| ARTISTS FOR HUMANITY | ||||||
| 100 WEST 2ND STREET | BOSTON | MA | 02127 | PC | GENERAL OPERATIONS | $5,000 |
| ARTS & BUSINESS COUNCIL OF GREATER BOSTON | ||||||
| 15 CHANNEL CENTER STREET SUITE 103 | BOSTON | MA | 02210 | PC | GENERAL OPERATIONS | $2,500 |
| ASSOCIATES OF THE BOSTON PUBLIC LIBRARY | ||||||
| 700 BOYLSTON STREET | BOSTON | MA | 02116 | PC | GENERAL OPERATIONS | $2,000 |
| BAGLY | ||||||
| 28 COURT SQUARE | BOSTON | MA | 02108 | PC | GENERAL OPERATIONS | $2,500 |
| BEANTOWN SOCIETY | ||||||
| 45 DANFORTH STREET | JAMAICA PLAIN | MA | 02130 | PC | GENERAL OPERATIONS | $2,500 |
| BEIT RABBAN DAY SCHOOL | ||||||
| 15 WEST 86TH STREET | NEW YORK | NY | 10024 | PC | GENERAL OPERATIONS | $1,800 |
| BERKLEE INSTITUTE FOR ARTS EDUCATION AND SPECIAL NEEDS | ||||||
| 1140 BOYLSTON STREET | BOSTON | MA | 02215 | PC | GENERAL OPERATIONS | $18,000 |
| BOSTON CENTER FOR THE ARTS | ||||||
| 539 TREMONT STREET | BOSTON | MA | 02116 | PC | GENERAL OPERATIONS | $5,000 |
| BOSTON CHARITABLE TRUST FUND CITY OF BOSTON TREASURY DEPARTMENT | ||||||
| 1 CITH HALL SQUARE ROOM M-5 | BOSTON | MA | 02201 | PC | GENERAL OPERATIONS | $50,000 |
| BOSTON EXPLORERS | ||||||
| 72 MONTGOMERY STREET | BOSTON | MA | 02116 | PC | GENERAL OPERATIONS | $7,500 |
| BOSTON FOUNDATION COMMITTEE TO LIGHT COMM AVE | ||||||
| PO BOX 990648 | BOSTON | MA | 02199 | PC | GENERAL OPERATIONS | $2,000 |
| BRANDEIS UNIVERSITY | ||||||
| PO BOX 9110 MAIL STOP 092 | WALTHAM | MA | 022549110 | PC | GENERAL OPERATIONS | $139,250 |
| BREAKTIME | ||||||
| 170 PORTLAND STREET | BOSTON | MA | 02114 | PC | GENERAL OPERATIONS | $10,000 |
| BRIGHAM & WOMEN'S HOSPITAL | ||||||
| 116 HUNTINGTON AVENUE 3RD FLOOR | BOSTON | MA | 02116 | PC | GENERAL OPERATIONS | $25,000 |
| BRIGHTER BOSTON | ||||||
| 115 ELIOT STREET | CHESTNUT HILL | MA | 02467 | PC | GENERAL OPERATIONS | $2,500 |
| BRIS AVROHOM | ||||||
| 910 SALEM AVENUE | HILLSIDE | NJ | 07205 | PC | GENERAL OPERATIONS | $1,800 |
| BROOKLINE ARTS CENTER | ||||||
| 86 MONMOUTH STREET | BROOKLINE | MA | 02446 | PC | GENERAL OPERATIONS | $1,000 |
| BROOKLINE COMMUNITY MENTAL HEALTH CENTER | ||||||
| 41 GARRISON ROAD | BROOKLINE | MA | 02445 | PC | GENERAL OPERATIONS | $5,000 |
| CAMP RAMAH WISCONSIN | ||||||
| 65 EAST WACKER PLACE SUITE 1200 | CHICAGO | IL | 60601 | PC | GENERAL OPERATIONS | $5,500 |
| CAPE COD HEALTH CARE | ||||||
| PO BOX 370 | HYANNIS | MA | 02601 | PC | GENERAL OPERATIONS | $5,000 |
| CATIE'S CLOSET | ||||||
| 19 SCHOOL STREET | DRACUT | MA | 01826 | PC | GENERAL OPERATIONS | $2,500 |
| CHABAD JEWISH CENTER | ||||||
| 745 WEST MAIN STREET | HYANNIS | MA | 02601 | PC | GENERAL OPERATIONS | $1,800 |
| CIRCUS UP | ||||||
| 8 BROOKLEY ROAD | JAMAICA PLAIN | MA | 02130 | PC | GENERAL OPERATIONS | $4,500 |
| CLARK UNIVERSITY HILLEL | ||||||
| 950 MAIN STREET | WORCHESTER | MA | 01610 | PC | GENERAL OPERATIONS | $1,800 |
| COACHING 4 CHANGE | ||||||
| 427 WINTHROP STREET UNIT A | TAUNTON | MA | 02780 | PC | GENERAL OPERATIONS | $2,500 |
| COMBINED JEWISH PHILANTHROPIES | ||||||
| 126 HIGH STREET | BOSTON | MA | 02110 | PC | GENERAL OPERATIONS | $50,000 |
| CONGREGATION KEHILLATH ISRAEL | ||||||
| 384 HARVARD STREET | BOSTON | MA | 02446 | PC | GENERAL OPERATIONS | $59,265 |
| COTUIT CENTER FOR THE ARTS | ||||||
| PO BOX 2042 | COTUIT | MA | 02635 | PC | GENERAL OPERATIONS | $1,000 |
| CROHN'S AND COLITIS FOUNDATION OF AMERICA | ||||||
| 733 THIRD AVENUE SUITE 510 | NEW YORK | NY | 10017 | PC | GENERAL OPERATIONS | $1,000 |
| EDEN VILLAGE CAMP | ||||||
| 392 DENNYTOWN ROAD | PUTNAM VALLEY | NY | 10579 | PC | GENERAL OPERATIONS | $31,800 |
| ELIZABETH PEABODY HOUSE | ||||||
| 277 BROADWAY | SOMERVILLE | MA | 02145 | PC | GENERAL OPERATIONS | $2,500 |
| ESPLANADE ASSOCATION | ||||||
| 376 BOYLSTON STREET SUITE 503 | BOSTON | MA | 02116 | PC | GENERAL OPERATIONS | $45,000 |
| EXPONENT PHILANTHROPY | ||||||
| 1720 N STREET NW | WASHINGTON | DC | 20036 | PC | GENERAL OPERATIONS | $780 |
| FACING HISTORY AND OURSELVES | ||||||
| 16 HURD ROAD | BROOKLINE | MA | 02445 | PC | GENERAL OPERATIONS | $5,000 |
| FURKIDS | ||||||
| 2650 PLEASANTDALE ROAD | ATLANTA | GA | 30340 | PC | GENERAL OPERATIONS | $1,000 |
| GANEI BEANTOWN | ||||||
| 50 MILK STREET 15TH FLOOR | BOSTON | MA | 02109 | PC | GENERAL OPERATIONS | $1,000 |
| GANN ACADEMY | ||||||
| 333 FOREST STREET | WALTHAM | MA | 02452 | PC | GENERAL OPERATIONS | $36,000 |
| GATEWAYS | ||||||
| 333 NAHANTON STREET | NEWTON | MA | 02459 | PC | GENERAL OPERATIONS | $3,600 |
| GRUBSTREET | ||||||
| 162 BOYLSTON STREET 5TH FLOOR | BOSTON | MA | 02116 | PC | GENERAL OPERATIONS | $102,000 |
| HARVARD UNIVERSITY (DEAN'S COUNCIL) | ||||||
| 124 MT AUBURN STREET | CAMBRIDGE | MA | 02138 | PC | GENERAL OPERATIONS | $25,000 |
| HEBREW INSTITUTE OF RIVERDALE | ||||||
| 3700 HENRY HUDSON PARKWAY | BRONX | NY | 10463 | PC | GENERAL OPERATIONS | $10,000 |
| HOMESTART INC | ||||||
| 105 CHAUNCY STREET SUITE 502 | BOSTON | MA | 02111 | PC | GENERAL OPERATIONS | $10,000 |
| ISRAAID (US) | ||||||
| 555 COLLEGE AVENUE | PALO ALTO | CA | 94306 | PC | GENERAL OPERATIONS | $10,000 |
| JCC OF GREATER BOSTON | ||||||
| 333 NAHANTON STREET | NEWTON | MA | 02459 | PC | GENERAL OPERATIONS | $25,000 |
| JEWISH ARTS COLLABORATIVE | ||||||
| 1320 CENTRE STREET SUITE 201 | NEWTON | MA | 02459 | PC | GENERAL OPERATIONS | $7,500 |
| JEWISH FAMILY & CHILDREN'S SERVICES | ||||||
| 1430 MAIN STREET | WALTHAM | MA | 02451 | PC | GENERAL OPERATIONS | $60,000 |
| JEWISH FUNDERS NETWORK | ||||||
| 150 WEST 30TH STREET SUITE 900 | NEW YORK | NY | 10001 | PC | GENERAL OPERATIONS | $2,500 |
| KESHET | ||||||
| 284 AMORY STREET | JAMAICA PLAIN | MA | 02130 | PC | GENERAL OPERATIONS | $27,500 |
| MACHON LEV DBA TEEN JUST-US | ||||||
| 21 GODEN STREET | BELMONT | MA | 02478 | PC | GENERAL OPERATIONS | $5,000 |
| MAIMONIDES SCHOOL | ||||||
| 34 PHILBRICK ROAD | BROOKLINE | MA | 02146 | PC | GENERAL OPERATIONS | $10,000 |
| MASS ART COLLEGE OF ART & DESIGN | ||||||
| 621 HUNTINGTON AVENUE | BOSTON | MA | 02115 | PC | GENERAL OPERATIONS | $16,000 |
| MASS GENERAL HOSPITAL | ||||||
| 125 NASHUA STREET SUITE 540 | BOSTON | MA | 021141101 | PC | GENERAL OPERATIONS | $50,000 |
| MAYYIM HAYYIM | ||||||
| 1838 WASHINGTON STREET | NEWTON | MA | 02466 | PC | GENERAL OPERATIONS | $45,000 |
| METROWEST JEWISH DAY SCHOOL | ||||||
| 50 PAMELA ROAD | FRAMINGHAM | MA | 01701 | PC | GENERAL OPERATIONS | $55,000 |
| MORE THAN WORDS | ||||||
| 56 FELTON STREET | WALTHAM | MA | 02453 | PC | GENERAL OPERATIONS | $5,000 |
| MT SINAI SCHOOL OF MEDICINE | ||||||
| 5 EAST 98TH STREET | NEW YORK | NY | 10029 | PC | GENERAL OPERATIONS | $150,000 |
| NEW YORK UNIVERSITY | ||||||
| 70 WASHINGTON SQUARE | NEW YORK | NY | 10012 | PC | GENERAL OPERATIONS | $25,000 |
| ONE CAN HELP | ||||||
| PO BOX 55 | NEWTON | MA | 02468 | PC | GENERAL OPERATIONS | $10,000 |
| RAICES | ||||||
| 1305 N FLORES STREET | SAN ANTONIO | TX | 78212 | PC | GENERAL OPERATIONS | $7,500 |
| RISE ABOVE FOUNDATION | ||||||
| PO BOX 174 | NORTHBRIDGE | MA | 01534 | PC | GENERAL OPERATIONS | $10,000 |
| RISING SONG INSTITUTE | ||||||
| 190 AMSTERDAM AVENUE | NEW YORK | NY | 10023 | PC | GENERAL OPERATIONS | $3,600 |
| ROOM TO GROW | ||||||
| 142 BERKELEY STREET | BOSTON | MA | 02116 | PC | GENERAL OPERATIONS | $2,500 |
| SAR ACADEMY | ||||||
| 655 WEST 254TH STREET | BRONX | NY | 10471 | PC | GENERAL OPERATIONS | $25,000 |
| SHADY HILL SCHOOL | ||||||
| 178 COOLLIDGE HILL | CAMBRIDGE | MA | 02138 | PC | GENERAL OPERATIONS | $55,000 |
| SHALEM FOUNDATION | ||||||
| 845 THIRD AVENUE 6TH FLOOR | NEW YORK | NY | 10022 | PC | GENERAL OPERATIONS | $100,000 |
| SHALOM HARTMAN INSTITUTE OF NORTH AMERICA | ||||||
| 475 RIVERSIDE DRIVE SUITE 1450 | NEW YORK | NY | 10115 | PC | GENERAL OPERATIONS | $1,800 |
| SHOMREI TORAH | ||||||
| 19-10 MORLOT AVENUE | FAIR LAWN | NJ | 07410 | PC | GENERAL OPERATIONS | $5,000 |
| SINAI SPECIAL NEEDS INSTITUTE | ||||||
| 1600 QUEEN ANNE ROAD | TEANECK | NJ | 07666 | PC | GENERAL OPERATIONS | $10,000 |
| SOCIAL INNOVATION FORUM | ||||||
| 11 AVENUE DE LAFAYETTE 5TH FLOOR | BOSTON | MA | 02111 | PC | GENERAL OPERATIONS | $100,000 |
| SOLOMON SCHECHTER DAY SCHOOL | ||||||
| 1125 WELLS AVENUE | NEWTON | MA | 02459 | PC | GENERAL OPERATIONS | $200,000 |
| TECH GOES HOME | ||||||
| 867 BOYLSTON STREET 5TH FLOOR | BOSTON | MA | 02116 | PC | GENERAL OPERATIONS | $5,000 |
| THE RECORD CO | ||||||
| 960 MASSACHUSETTS AVENUE | BOSTON | MA | 02118 | PC | GENERAL OPERATIONS | $2,500 |
| THE TEACHERS' LOUNGE | ||||||
| PO BOX 441645 | SOMERVILLE | MA | 02144 | PC | GENERAL OPERATIONS | $2,500 |
| TRINITY BOSTON CONNECTS | ||||||
| 206 CLARENDON STREET | BOSTON | MA | 02116 | PC | GENERAL OPERATIONS | $10,000 |
| WONDERMORE | ||||||
| 1647 BEACON STREET SUITE 5 | NEWTON | MA | 02468 | PC | GENERAL OPERATIONS | $9,000 |
| YACHAD NEW ENGLAND | ||||||
| 384 HARVARD STREET | BROOKLINE | MA | 02446 | PC | GENERAL OPERATIONS | $500 |
| YAD CHESSED FUND | ||||||
| PO BOX 470752 | BROOKLINE | MA | 02447 | PC | GENERAL OPERATIONS | $10,000 |
| ZAMIR CHORAL FOUNDATION | ||||||
| 475 RIVERSIDE DRIVE SUITE 1948 | NEW YORK | NY | 10115 | PC | GENERAL OPERATIONS | $3,600 |
| ZAMIR CHORALE OF BOSTON | ||||||
| PO BOX 126 | NEWTON CENTER | MA | 02459 | PC | GENERAL OPERATIONS | $1,800 |
| FROM SCHEDULE K-1S - PASS-THROUGH PARTNERSHIPS | ||||||
| 55 WEST 46TH STREET | NEW YORK | NY | 10036 | PC | GENERAL OPERATIONS | $2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,789,197 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $99 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $553,276 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $42 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | $17,188 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$358,056 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ORDINARY INCOME FROM INVESTMENT PARTNERSHIPS | Desc |
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | -$32,529 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 01 | ExclusionCd |
| Exclusion | -$275,818 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$15,341 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$80,457 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$95,798 | 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 |
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 | HARVEY BEKER | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O 204 COMMONWEALTH AVENUE | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02116 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $399,307 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 2,939 SHARES JB HUNT TRANSPORT SERVICES INC | NoncashPropertyDesc |
| Fair Market Value | $399,307 | FairMarketValueAmt |
| Received | 2020-12-30 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PKF O'CONNOR DAVIES LLP | CategoryTxt |
| Amt | $3,400 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,400 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VANGUARD 500 INDEX FUND | $70,367 | $70,367 |
| VANGUARD DEVELOPED MARKETS INDEX ADMIRAL | $390,264 | $390,264 |
| CATALYST/MILLBURN HEDGE STRATEGY I | $2,777,767 | $2,777,767 |
| AMERIPRISE-CUSTODIAN | $4,812,632 | $4,812,632 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (7 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| HILLTOP PARTNERS LP | FMV | $7,263 | $7,263 |
| NESTOR PARTNERS | FMV | $3,050,695 | $3,050,695 |
| NCH BALKAN FUND LP | FMV | $932,250 | $932,250 |
| MILLBURN EQUITY PARTNERS LLC | FMV | $4,915,357 | $4,915,357 |
| SHAREVEST PARTNERS LP | FMV | $16,225,253 | $16,225,253 |
| MILLBURN MCO PARTNERS LP | FMV | $3,720,065 | $3,720,065 |
| APOLLO FUND | FMV | $7,369,761 | $7,369,761 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PORTFOLIO DEDUCTIONS FROM PARTNERSHIPS | $138,052 | $138,052 | $0 |
| PAYROLL PROCESSING EXPENSES | $760 | $0 | $760 |
| FILING AND REGISTRATION FEES | $946 | $0 | $946 |
| INSURANCE | $163 | $0 | $163 |
| MISCELLANEOUS | $896 | $0 | $896 |
| SUPPLIES | $3 | $0 | $3 |
| POSTAGE AND DELIVERY | $40 | $0 | $40 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OTHER MISCELLANEOUS INCOME | $42 | $0 | $42 |
| ORDINARY INCOME FROM INVESTMENT PARTNERSHIPS | -$308,347 | -$275,818 | -$308,347 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS | Desc |
| Amt | $4,474,586 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $3,616 | $3,616 | $0 |
| FEDERAL TAXES | $29,000 | $0 | $0 |
| FEDERAL WITHHOLDING | $13 | $13 | $0 |