FEIBELMAN FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- FEIBELMAN FOUNDATION (EIN 05-0499644)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-16
- IRS object ID
- 202003219349102035
- Schema version
- 2019v5.0
- 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 Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-16T10:04:51-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | 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 | 2020-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CARL WEINBERG | PreparerPersonNm |
| PTIN | P00238955 | PTIN |
| Phone | 4017376300 | PhoneNum |
| Preparation | 2020-11-12 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 70.169.181.66 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-16 | IPDt |
| IP Tm | 10:04:51 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 0BAE93BC2D7EEEB03C9ECD8013873666A387D66A | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | A677C00419A09956DBBB55F4D71CBB3A3949C84D | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,866,244 | 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 | $104,106 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $113,425 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $113,425 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $33 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $104,175 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $33 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $867 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $867 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $218,431 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $114,325 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $4,350 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,350 | AccountingFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $6,325 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,825 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $74 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $74 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $10,749 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $8,249 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $69,238 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $69,238 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $79,987 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $8,249 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $69,238 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $138,444 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $106,076 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $622,074 | CashBOYAmt |
| Cash EOY | $660,672 | CashEOYAmt |
| Cash EOYFMV | $660,672 | CashEOYFMVAmt |
| Corporate Stock BOY | $4,423,373 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,205,572 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,205,572 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $5,045,447 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,866,244 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,866,244 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $100,000 | OtherLiabilitiesBOYAmt |
| Total Liabilities BOY | $100,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $4,945,447 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,866,244 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,945,447 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,866,244 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,045,447 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,866,244 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,945,447 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $138,444 | ExcessRevenueOverExpensesAmt |
| Other Increases | $782,353 | OtherIncreasesAmt |
| Subtotal | $5,866,244 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $5,866,244 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| CORTEVA INC | P | 2003-10-17 | 2019-06-03 | $9 | $6 | $3 | $3 |
| DOW INC | P | 2003-10-17 | 2019-04-02 | $19 | $12 | $7 | $7 |
| DUPONT DE NEMOURS INC | P | 2003-10-17 | 2019-06-03 | $24 | $18 | $6 | $6 |
| ALTRI GROUP INC | P | 2006-10-05 | 2019-05-15 | $103,983 | $103,983 | ||
| FHLMC 1080-E 7.0 | P | $2 | $2 | ||||
| FHLMC 1902G 7.0 | P | $4 | $4 | ||||
| FHLMC 2099A 6.25 | P | $66 | $66 | ||||
| FNMA 92-125L 7.0 | P | $51 | $51 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $33 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $63,337 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,028,043 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.012597 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $138,367 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,769,468 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.029011 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $306,986 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,354,213 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.070503 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $501,701 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,450,035 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.112741 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $417,389 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,486,134 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.093040 | DistributionYr5Rt |
| Total Distribution | 0.317892 | TotalDistributionRt |
| Average Distribution | 0.063578 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,374,006 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $341,669 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,061 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $342,730 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $69,238 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,122 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,122 | SubtotalAmt |
| Tax Based On Investment Income | $2,122 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,604 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,604 | TotalPaymentsAndCreditsAmt |
| Overpayment | $482 | OverpaymentAmt |
| Applied To ES Tax | $482 | 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 | 4.00 | $0 | $0 | $0 |
| BARBARA FEIBELMAN | ||||||||
| 330 LLOYD AVENUE | PROVIDENCE | RI | 02906 | TRUSTEE | 4.00 | $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 | $4,814,471 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $641,373 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,455,844 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $5,455,844 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $81,838 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,374,006 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $268,700 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $268,700 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,122 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,122 | TotalTaxAmt |
| Distributable Before Adj | $266,578 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $266,578 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $266,578 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $69,238 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $69,238 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $69,238 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $266,578 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $170,040 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $281,235 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $91,046 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $98,295 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $640,616 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $69,238 | QualifyingDistributionsAmt |
| Applied To Current Year | $69,238 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $197,340 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $197,340 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $443,276 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $443,276 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $253,935 | ExcessFromYear4Amt |
| Excess From Year3 | $91,046 | ExcessFromYear3Amt |
| Excess From Year2 | $98,295 | ExcessFromYear2Amt |
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 (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| JEWISH FEDERATION OF RI | |||||||
| 130 SESSIONS STREET | PROVIDENCE | RI | 02860 | NONE | EXEMPT | CHARITABLE | $5,000 |
| SELFHELP COMMUNITY SERVICES INC | |||||||
| 520 8TH AVENUE FL 5 | NEW YORK | NY | 10018 | NONE | EXEMPT | CHARITABLE | $1,000 |
| TEMPLE BETH-EL | |||||||
| 70 ORCHARD DRIVE | PROVIDENCE | RI | 02906 | NONE | EXEMPT | CHARITABLE | $23,818 |
| TEMPLE SINAI | |||||||
| 30 HAGEN AVENUE | CRANSTON | RI | 02920 | NONE | EXEMPT | CHARITABLE | $9,190 |
| VARIOUS CHARITIES | |||||||
| VARIOUS ADDRESSES | VARIOUS | RI | 02906 | NONE | EXEMPT | CHARITABLE | $7,430 |
| WORLD JEWISH CONGRESS AMERICAN SECT | |||||||
| 501 MADISON AVENUE | NEW YORK | NY | 10022 | NONE | EXEMPT | CHARITABLE | $2,000 |
| BROWN UNIVERSITY | |||||||
| PO BOX 1893 | PROVIDENCE | RI | 02912 | NONE | EXEMPT | CHARITABLE | $5,300 |
| DORCAS INTERNATIONAL INSTIT OF RI | |||||||
| 645 ELMWOOD AVENUE | PROVIDENCE | RI | 02907 | NONE | EXEMPT | CHARITABLE | $4,000 |
| JEWISH ALLIANCE OF GREATER RI | |||||||
| 401 ELMGROVE AVENUE | PROVIDENCE | RI | 02906 | NONE | EXEMPT | CHARITABLE | $3,000 |
| JEWISH COLLABORATIVE SERVICES OF RI | |||||||
| 1165 N MAIN STREET | PROVIDENCE | RI | 02904 | NONE | EXEMPT | CHARITABLE | $5,000 |
| BLUE CARD INC | |||||||
| 171 MADISON AVE 1405 | NEW YORK | NY | 10016 | NONE | EXEMPT | CHARITABLE | $1,000 |
| PROVIDENCE HEBREW DAY SCHOOL | |||||||
| 450 ELMGROVE AVENUE | PROVIDENCE | RI | 02906 | NONE | EXEMPT | CHARITABLE | $1,500 |
| AMERICAN JEWISH JNT DIST COMMITTEE | |||||||
| 220 EAST 42ND STREET | NEW YORK | NY | 10017 | NONE | EXEMPT | CHARITABLE | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $69,238 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $113,425 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $867 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $33 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $114,325 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $114,325 | 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 | $104,106 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (5 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt |
|---|---|---|
| 1 | 2,000 SHARES ALTRIA GROUP INC | $103,983 |
| 1 | 216,000 SHARES FHLMC 1080-E 7.0 | $2 |
| 1 | 36,000 SHARES FHLMC1902G 7.0 | $4 |
| 1 | 48,000 SHARES FHLMC 2099A 6.25 | $66 |
| 1 | 180,000 SHARES FNMA 92-125L 7.0 | $51 |
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 (62 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 300 SH BERKSHIRE HATHAWAY INC | $1,018,770 | $1,018,770 |
| 12000 SH UNILEVER NV | $689,520 | $689,520 |
| 1500 SH BERKSHIRE HATHAWAY INC | $339,750 | $339,750 |
| 3000 SH JPMORGAN CHASE & CO | $418,200 | $418,200 |
| 1000 SH NEXTERA ENERGY INC | $242,160 | $242,160 |
| 2000 SH EXXON MOBIL CORP | $139,560 | $139,560 |
| 2000 SH PHILIP MORRIS INTL INC | $170,180 | $170,180 |
| 1000 SH JOHNSON & JOHNSON | $145,870 | $145,870 |
| 1000 SH AMERICAN EXPRESS COMPANY | $124,490 | $124,490 |
| 1000 SH PROCTER & GAMBLE COMPANY | $124,900 | $124,900 |
| 1000 SH AMERICAN WATERWORKS COMPANY | $122,850 | $122,850 |
| 2000 SH ALLIANT ENERGY CORP | $109,440 | $109,440 |
| 300 SH LOCKHEED MARTIN CORP | $116,814 | $116,814 |
| 1000 SH PHILIP MORRIS INTL INC | $85,090 | $85,090 |
| 500 SH JOHNSON & JOHNSON | $72,935 | $72,935 |
| 500 SH JOHNSON & JOHNSON | $72,935 | $72,935 |
| 250 SH SPDR S&P 500 | $80,465 | $80,465 |
| 4000 SH AMERICA MOVIL SAB | $64,000 | $64,000 |
| 1384 SH MONDELEZ INTL INC | $76,231 | $76,231 |
| 1000 SH DOW CHEMICAL CO | ||
| 500 SH UNITED TECHNOLOGIES CORP | $74,880 | $74,880 |
| 1000 SH BRISTOL MYERS SQUIBB COMPANY | $64,190 | $64,190 |
| 250 SH MCDONALDS CORP | $49,403 | $49,403 |
| 200 SH BERKSHIRE HATHAWAY INC | $45,300 | $45,300 |
| 1000 SH MONDELEZ INTL INC | $55,080 | $55,080 |
| 600 SH CONOCO PHILLIPS | $39,018 | $39,018 |
| 500 SH EXXON MOBIL CORPORATION | $34,890 | $34,890 |
| 300 SH WALT DISNEY CO | $43,389 | $43,389 |
| 150 SH COSTCO WHOLESALE CORP | $44,088 | $44,088 |
| 500 SH NORTHWEST NATURAL GAS CO | $36,865 | $36,865 |
| 500 SH VENTAS INC | $28,870 | $28,870 |
| 250 SH INTL BUSINESS MACHINES CORP | $33,510 | $33,510 |
| 300 SH ABBVIE INC | $26,562 | $26,562 |
| 250 SH SIEMENS AG | $32,525 | $32,525 |
| 3175 SH TELEFONICA SA | $22,130 | $22,130 |
| 250 SH HERSHEY COMPANY | $36,745 | $36,745 |
| 500 SH UNILEVER PLC | $28,585 | $28,585 |
| 300 SH PHILLIPS 66 | $33,423 | $33,423 |
| 500 SH ALTRIA GROUP INC | $24,955 | $24,955 |
| 500 SH NATIONAL RETAIL PPTY | $26,810 | $26,810 |
| 461 SH KRAFT HEINZ COMPANY | $14,812 | $14,812 |
| 200 SH AMERICAN EXPRESS COMPANY | $24,898 | $24,898 |
| 500 SH SCHLUMBERGER LTD | $20,100 | $20,100 |
| 250 SH REALTY INCOME CORP | $18,408 | $18,408 |
| 100 SH CLOROX COMPANY | $15,354 | $15,354 |
| 333 SH KRAFT HEINZ COMPANY | $10,699 | $10,699 |
| 200 SH EXXON MOBIL CORP | $13,956 | $13,956 |
| 150 SH WASTE MGMT INC | $17,094 | $17,094 |
| 500 SH VODAFONE GROUP PLC NEW | $9,665 | $9,665 |
| 200 SH KRAFT HEINZ COMPANY | $6,426 | $6,426 |
| 500 SH TEVA PHARMACEUTICAL INDS | $4,900 | $4,900 |
| 140 SH SABRA HEALTH CARE REIT INC | $2,988 | $2,988 |
| 126 SH TELEFONICA SA | $878 | $878 |
| 4000 SH FEDERAL HOME LOAN MTG CORP | $260 | $260 |
| 62 SH ROYAL BANK OF SCOTLAND | $197 | $197 |
| 15000 SH FEDERAL NATL MTG ASSN | $94 | $94 |
| 3000 FEDERAL HOME LOAN MTG CORP | $18 | $18 |
| 18000 SH FEDERAL HOME LOAN MTG COR | ||
| 333 SH DOW CHEMICAL CO | $18,225 | $18,225 |
| 333 SH DUPONT DE NEMOURS INC | $21,379 | $21,379 |
| 233.333 CORTEVA INC | $6,897 | $6,897 |
| 99.667 CORTEVA INC | $2,946 | $2,946 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| FILING FEES | $50 | $50 |
| BANK SERVICE FEES | $24 | $24 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| LITIGATION SETTLEMENT | $349 | $349 |
| OTHER INVESTMENT INCOME | $518 | $518 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INCREASE IN FMV OF SECURITIES | Desc |
| Amt | $782,353 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO RELATED PARTY | Desc |
| BOY Book Value | $100,000 | BOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES ON DIVIDENDS | $3,825 | $3,825 |
| FEDERAL TAXES | $2,500 |