ISA-MARIA & DAVID SHOOLMAN FAM FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- ISA-MARIA & DAVID SHOOLMAN FAM FOUNDATION (EIN 36-7691360)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-14
- IRS object ID
- 201941349349103464
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-14T14:59:50-05:00 | 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 | 367691360 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ISA-MARIA & DAVID SHOOLMAN FAMILY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ISA- | BusinessNameControlTxt |
| Phone | 6173307000 | 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 | 6173307177 | PhoneNum |
| Signature | 2019-05-14 | 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 | 6173307000 | PhoneNum |
| Preparation | 2019-05-14 | 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 | 2019-05-14 | IPDt |
| IP Tm | 15:59:43 | 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 | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,132,949 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,874,740 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $34,115 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $34,115 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $34,115 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $64,261 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $64,261 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $64,261 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $91,482 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,603,560 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $91,482 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $4,901 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $4,901 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $4,901 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $2,069,499 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $194,759 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $103,277 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $44,003 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $44,003 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $12,325 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $12,325 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $8,441 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $8,441 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $13,754 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $13,754 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,246 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,150 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $600 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $600 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $82,369 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $80,273 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $90,006 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $90,006 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $172,375 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $80,273 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $90,006 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,897,124 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $114,486 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $103,277 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $166 | CashBOYAmt |
| Cash EOY | $586 | CashEOYAmt |
| Cash EOYFMV | $586 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $425,147 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $920,788 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $920,788 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $198,295 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $353,892 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $343,724 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,292,189 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,080,466 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,980,961 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $462,596 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $714,216 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $694,719 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,021,059 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,226,628 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,192,171 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,399,452 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,296,576 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,132,949 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $3,399,452 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,296,576 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,399,452 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,296,576 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,399,452 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,296,576 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,399,452 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,897,124 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $5,296,576 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,296,576 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| MORGAN STANELY #593-XXX-XX-XXXX | P | $1,504,779 | $1,445,731 | $59,048 | $59,048 |
| MORGAN STANELY #593-XXX-XX-XXXX | P | $92,961 | $66,347 | $26,614 | $26,614 |
| CAPITAL GAINS DIVIDENDS | P | $5,820 | $5,820 | $5,820 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $91,482 | 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 | $90,006 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,094,171 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.017668 | DistributionYr1Rt |
| Total Distribution | 0.017668 | TotalDistributionRt |
| Average Distribution | 0.017668 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,176,254 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $91,454 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,145 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $92,599 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $90,006 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,290 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,290 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,290 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,040 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,040 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $1,250 | 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 |
| Individual With Books | MATTHEW A BERLIN | IndividualWithBooksNm |
| Phone | 6173307166 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MATTHEW A BERLIN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RUBIN RUDMAN 53 STATE ST | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $43,403 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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 | $4,150,978 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,104,102 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,255,080 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,255,080 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $78,826 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,176,254 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $258,813 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $258,813 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,290 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,290 | TotalTaxAmt |
| Distributable Before Adj | $256,523 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $256,523 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $256,523 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $90,006 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $90,006 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $90,006 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $256,523 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $90,006 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $90,006 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | 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 | $166,517 | 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) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN INDIAN COLLEDGE FUND | |||||||
| P O BOX 172449 | DENVER | CO | 80217 | NONE | EXEMPT | GENERAL | $4,286 |
| BOSTON CHILDREN'S HOSPITAL | |||||||
| 401 PARK DRIVE SUITE602 | BOSTON | MA | 02215 | NONE | EXEMPT | GENERAL | $4,286 |
| FRAMINGHAM ANIMAL HOSPITAL | |||||||
| 1415 EDGELL ROAD | FRAMINGHAM | MA | 01701 | NONE | EXEMPT | GENERAL | $4,286 |
| GUIDE DOG FOUNDATION | |||||||
| 371 E HERICHO TURNPIKE | SMITHTOWN | NY | 11787 | NONE | EXEMPT | GENERAL | $4,286 |
| INTERNATIONAL FELLOWSHIP OF CHRISTIANS AND JEWS | |||||||
| P O BOX 96105 | WASHINGTON | DC | 20090 | NONE | EXEMPT | GENERAL | $4,286 |
| JOSLIN DIABETES CENTER | |||||||
| ONE JOSLIN PLACE | BOSTON | MA | 02215 | NONE | EXEMPT | GENERAL | $4,286 |
| MARINE TOYS FOR TOTS FOUNDATION | |||||||
| 18251 QUANTICO GATEWAY DRIVE | TRIANGLE | VA | 22177 | NONE | EXEMPT | GENERAL | $4,286 |
| MOSES BROWN SCHOOL | |||||||
| 250 LLOYD AVENUE | PROVIDENCE | RI | 02906 | NONE | EXEMPT | GENERAL | $4,286 |
| MSPCA - ANGELL | |||||||
| 35 SOUTHINGTON AVENLUE | BOSTON | MA | 02115 | NONE | EXEMPT | GENERAL | $4,286 |
| NATIONAL WILDLIFE FEDERATION | |||||||
| 11100 WILDLIFE CENTER DRIVE | RESTON | VA | 20190 | NONE | EXEMPT | FOR NORTHEAST CLIMATE FUND | $4,286 |
| NEW ENGLAND CENTER AND HOME FOR VETERANS | |||||||
| 17 COURT STREET | BOSTON | MA | 02108 | NONE | EXEMPT | GENERAL | $4,286 |
| PINE STREET INN | |||||||
| 444 HARRISON AVENUE | BOSTON | MA | 02118 | NONE | EXEMPT | GENERAL | $4,286 |
| ROSIE'S PLACE | |||||||
| 889 HARRISON AVENUE | BOSTON | MA | 02118 | NONE | EXEMPT | GENERAL | $4,286 |
| SIMON WIESENTAHL CENTER | |||||||
| 1399 SOUTH ROXBURY AVENUE | LOS ANGLES | CA | 90035 | NONE | EXEMPT | GENERAL | $4,286 |
| SPAULDING REHABILILTATION HOSPITAL | |||||||
| 300 FIRST AVENUE | CHARLESTOWN | MA | 02129 | NONE | EXEMPT | GENERAL | $4,286 |
| SUDBURY VALLEY TRUSTEES | |||||||
| 18 WOLBACH ROAD | SUDBURY | MA | 01776 | NONE | EXEMPT | GENERAL | $4,286 |
| THE 300 COMMITTEE LAND TRUST | |||||||
| 157 LOCUST STREET | FALMOUTH | MA | 02540 | NONE | EXEMPT | GERERAL | $4,286 |
| U S HOLOCAUST MEMORIAL MUSEUM | |||||||
| 100 RAOUL WALLENBERG PLACE SW | WASHINGTON | DC | 20024 | NONE | EXEMPT | GENERAL | $4,286 |
| UNITED NEGRO COLLEGE FUND | |||||||
| 1805 SEVENTH ST NW | WASHINGTON | DC | 20001 | NONE | EXEMPT | GENERALGENERALGENERALGENERALGENERAL | $4,286 |
| UNITED SERVICE ORGAINZATION INC | |||||||
| P O BOX 96860 | WASHINGTON | DC | 20077 | NONE | EXEMPT | GENERAL | $4,286 |
| WOUNDED WARRIOR PROJECT | |||||||
| P O BOX 758517 | TOPEKA | KS | 66675 | NONE | EXEMPT | GENERAL | $4,286 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $90,006 | 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) |
|---|---|---|
| Related Or Exempt Function Incm | $34,115 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $64,261 | RelatedOrExemptFunctionIncmAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $4,901 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $91,482 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $194,759 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $194,759 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (4 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | INTEREST |
| 4 | DIVIDENDS |
| 8 | CAPITAL GAINS |
| 7 | OTHER INCOME |
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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| DAVID SHOOLMAN FAMILY TRUST | |||||||
| 1 | RUBIN AND RUDMAN 53 STATE ST | BOSTON | MA | 02109 | $1,821,391 | Yes (X) | |
| ISA MARIA 2000 TRUST | |||||||
| 2 | RUBIN AND RUDMAN 53 STATE ST | BOSTON | MA | 02109 | $53,349 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 2 | ContributorNum |
| Noncash Property | SECURITY | NoncashPropertyDesc |
| Fair Market Value | $53,349 | FairMarketValueAmt |
| Received | 2018-03-29 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | RUBIN AND RUDMAN LLP | CategoryTxt |
| Amt | $8,441 | Amt |
| Net Investment Income | $8,441 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORP BONDS #593-069022-731 | BondNm |
| EOY Book Value | $714,216 | EOYBookValueAmt |
| EOYFMV | $694,719 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| STOCK #593-069023-731 | $427,090 | $545,258 |
| STOCK #593-069022-731 | $1,653,376 | $1,435,703 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $0 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $353,892 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $343,724 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MUTUAL FUNDS #593-069022-731 | AT COST | $75,775 | $85,060 |
| UNIT INVESTMENT TRUSTS #593-069022-731 | AT COST | $605,693 | $580,656 |
| CERES ABINGDON LP | AT COST | $253,764 | $245,008 |
| HEDGE FUNDS | AT COST | $250,000 | $251,372 |
| CLOSED END FUNDS | AT COST | $41,396 | $30,075 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | RUBIN AND RUDMAN LLP | CategoryTxt |
| Legal Fees | $12,325 | LegalFeesAmt |
| Net Investment Income | $12,325 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MASS ANNUAL REPORT FEES | Desc |
| Revenue And Expenses Per Books | $600 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $600 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP DIST-ALLIANCEBERNSTEIN | Desc |
| Revenue And Expenses Per Books | $4,901 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $4,901 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $4,901 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MORGAN STANLEY INVESTMENT FEE | CategoryTxt |
| Amt | $13,754 | Amt |
| Net Investment Income | $13,754 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAX | $1,150 | $1,150 | $0 | $0 |
| FEDERAL EXCISE 2017 | $1,056 | $0 | $0 | $0 |
| 2018 ESTIMATED TAX | $1,040 | $0 | $0 | $0 |