SHARON FAY AND MAXINE SCHAFFER FAMILY FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- SHARON FAY AND MAXINE SCHAFFER FAMILY FOUNDATION (EIN 27-6385378)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-10-25
- IRS object ID
- 201922989349100112
- Schema version
- 2018v3.1
- 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
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-10-25T11:36:22-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042202844 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RUBIN AND RUDMAN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 53 STATE STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 276385378 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHARON E FAY & MAXINE SCHAFFER | BusinessNameLine1Txt |
| Business Name Line2 | FAMILY FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SHAR | BusinessNameControlTxt |
| Phone | 6173307177 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RUBIN AND RUDMAN LLP 53 STATE ST | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02109 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MATTHEW A BERLIN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6173307117 | PhoneNum |
| Signature | 2019-10-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MATTHEW A BERLIN | PreparerPersonNm |
| PTIN | P01394450 | PTIN |
| Phone | 6173307177 | PhoneNum |
| Preparation | 2019-10-24 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 96.67.25.49 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-10-25 | IPDt |
| IP Tm | 12:36:13 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | D51C734BDDB989D02FD7086D4C8CE00E2128FA8E | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | D51C734BDDB989D02FD7086D4C8CE00E2128FA8E | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,093,174 | 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 |
| Interest On Sav Rev And Expnss | $66 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $66 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $66 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $42,177 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $42,177 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $42,177 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $87,826 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $365,309 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $87,826 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $130,069 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $130,069 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $42,243 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $827 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $827 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $2,525 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,525 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,122 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $42 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $35 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $35 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,509 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,429 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $112,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $112,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $118,009 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,429 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $112,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $12,060 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $126,640 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $42,243 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,250 | CashBOYAmt |
| Cash EOY | $2,368 | CashEOYAmt |
| Cash EOYFMV | $2,368 | CashEOYFMVAmt |
| Other Investments BOY | $1,735,216 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,749,101 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,090,806 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,737,466 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,751,469 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,093,174 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $201,556 | CapitalStockBOYAmt |
| Capital Stock EOY | $201,556 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | -$240 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | -$240 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,536,150 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,550,153 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,737,466 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,751,469 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,737,466 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,751,469 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,737,466 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $12,060 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,115 | OtherIncreasesAmt |
| Subtotal | $1,751,641 | SubtotalAmt |
| Other Decreases | $172 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,751,469 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| SANFORD BERNSTEIN & CO | P | 2018-12-31 | $344,801 | $277,409 | $67,392 | $67,392 |
| SANFORD BERNSTEIN & CO - CIL | P | 2018-12-31 | $74 | $74 | $0 | $0 |
| SANFORD BERNSTEIN & CO CAP GAIN DIST | P | 2018-12-31 | $20,434 | $20,434 | $20,434 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $87,826 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $104,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,885,856 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.055147 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $96,730 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $69,173 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 1.398378 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $87,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,656,503 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.052520 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $68,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,331,514 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.051070 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $54,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,061,250 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.050883 | DistributionYr5Rt |
| Total Distribution | 1.607998 | TotalDistributionRt |
| Average Distribution | 0.321600 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,950,401 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $627,249 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,266 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $628,515 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $112,500 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,533 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,533 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,533 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,080 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $453 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,533 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $0 | TaxDueAmt |
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 | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| 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 | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MATTHEW A BERLIN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6173307177 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RUBIN AND RUDMAN LLP 53 STATE ST | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02109 | 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 | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| SHARON E FAY | ||||||||
| 46 MONROE PLACE | BROOKLYN | NY | 11201 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| MAXINE SCHAFFER | ||||||||
| 46 MONROE PLACE | BROOKLYN | NY | 11201 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| MATTHEW A BERLIN | ||||||||
| RUBIN AND RUDMAN LLP 53 STATE ST | BOSTON | MA | 02109 | TRUSTEE | 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 | $1,977,526 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,577 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,980,103 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,980,103 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $29,702 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,950,401 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $97,520 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $97,520 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,533 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,533 | TotalTaxAmt |
| Distributable Before Adj | $94,987 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $94,987 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $94,987 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $112,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $112,500 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $112,500 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $94,987 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $2,108 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $3,147 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $8,007 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $94,811 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $11,753 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $119,826 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $112,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $94,987 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $17,513 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $137,339 | 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 | $2,108 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $135,231 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $3,147 | ExcessFromYear4Amt |
| Excess From Year3 | $8,007 | ExcessFromYear3Amt |
| Excess From Year2 | $94,811 | ExcessFromYear2Amt |
| Excess From Year1 | $11,753 | ExcessFromYear1Amt |
| Excess From Current Year | $17,513 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MATTHEW A BERLIN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RUBIN AND RUDMAN LLP 53 STATE ST | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6173307177 | RecipientPhoneNum |
| Recipient Email Address | MBERLIN@RUBINRUDMAN.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | N/A | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | N/A | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BROOKLYN MUSEUM | |||||||
| 200 EASTERN PARKWAY | BROOKLYN | NY | 112386052 | NONE | EXEMPT | GENERAL CHARITABLE PURPOSES | $25,000 |
| PROVINCETOWN CENTER FOR COASTAL STUDIES | |||||||
| 115 BRADFORD STREET | PROVINCETOWN | MA | 02657 | NONE | EXEMPT | GENERAL CHARITABLE | $10,000 |
| PUBLIC ART FUND | |||||||
| ONE EAST 53RD STREET | NEW YORK | NY | 10022 | NONE | EXEMPT | GENERAL CHARITABLE | $2,500 |
| THE FINE ARTS WORK CENTER | |||||||
| 24 PEARL ST | PROVINCETOWN | MA | 02657 | NONE | EXEMPT | GENERAL CHARITABLE | $25,000 |
| WILDLIFE CONSERVATION SOCIETY | |||||||
| 2300 SOUTHERN BLVD | BRONX | NY | 10460 | NONE | EXEMPT | GENERAL CHARITABLE | $5,000 |
| GEMS | |||||||
| 201 WEST 148TH ST | NEW YORK | NY | 10039 | NONE | EXEMPT | GENERAL CHARITABLE | $10,000 |
| EQUAL JUSTICE INITIATIVE | |||||||
| 122 COMMERCE STREET | MONTGOMERY | AL | 36104 | NONE | EXEMPT | GENERAL CHARITABLE | $10,000 |
| THE NEW SCHOOL FOR SOCIAL RESEARCH | |||||||
| 79 FIFTH AVENUE | NEW YORK | NY | 10003 | NONE | EXEMPT | GENERAL CHARITABLE | $10,000 |
| PAAM | |||||||
| 460 COMMERCIAL STREET | PROVIDENCETOWN | MA | 02657 | NONE | EXEMPT | GENERAL CHARITABLE | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $112,500 | 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 | $66 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $42,177 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $87,826 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $42,243 | ExclusionAmt |
| Related Or Exempt Function Incm | $87,826 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $130,069 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | INTEREST |
| 4 | DIVIDENDS |
| 8 | CAPITAL GAINS |
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 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | SANFORD BERNSTEIN & CO | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $1,749,101 | BookValueAmt |
| EOYFMV | $3,090,806 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | RUBIN AND RUDMAN | CategoryTxt |
| Legal Fees | $827 | LegalFeesAmt |
| Net Investment Income | $827 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INCOME REPORTED IN 2017 POSTED IN 2018 | Desc |
| Amt | $172 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MASSACHUSETTS PC FILING FEE | Desc |
| Revenue And Expenses Per Books | $35 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $35 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXPENSES DEDUCTED ON RETURN NOT CHARGED AGAINST BOOK INCOME | Desc |
| Amt | $2,115 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | RUBIN AND RUDMAN TRUSTEE FEES | CategoryTxt |
| Amt | $2,525 | Amt |
| Net Investment Income | $2,525 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAX WITHHELD | $42 | $42 | $0 | $0 |
| FEDERAL EXCISE TAX | $2,080 | $0 | $0 | $0 |