BEKER FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- BEKER FOUNDATION (EIN 13-3249239)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-13
- IRS object ID
- 202543179349102009
- Schema version
- 2024v5.2
- 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
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-13T11:11:31-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 331374517 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PKF O'CONNOR DAVIES ADVISORY LLC | 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 | 2024-01-01 | 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 |
| 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 | 204 COMMONWEALTH AVENUE | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02116 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HARVEY BEKER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2123327300 | PhoneNum |
| Signature | 2025-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GARRETT M HIGGINS CPA | PreparerPersonNm |
| PTIN | P00543209 | PTIN |
| Phone | 9143818900 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $52,891,106 | 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 | $992,230 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $1,293,563 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,293,563 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,534,062 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,168,220 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,897,803 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$117,207 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$120,892 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,702,648 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,070,474 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $174,297 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $174,297 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $158,197 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $158,197 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $42,050 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $42,050 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $167 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $167 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,325 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,325 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,581 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $2,581 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $29,271 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $29,271 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $26,458 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,458 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $166 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $7,622 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $7,622 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $123,513 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $118,362 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $5,151 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $568,647 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $151,091 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $394,390 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,367,661 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,367,661 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,936,308 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $151,091 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,762,051 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $766,340 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,919,383 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $695,519 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $283,082 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $283,082 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $10,394,691 | CorporateStockBOYAmt |
| Corporate Stock EOY | $13,263,906 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $13,263,906 | CorporateStockEOYFMVAmt |
| Invst Land Cost Or Other Basis | $1,440 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $1,191 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $415 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $249 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $249 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $39,768,624 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $39,343,610 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $39,343,610 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $259 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $259 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $50,859,249 | TotalAssetsBOYAmt |
| Total Assets EOY | $52,891,106 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $52,891,106 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $50,859,249 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $52,891,106 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $50,859,249 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $52,891,106 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $50,859,249 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $52,891,106 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $50,859,249 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $766,340 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,265,517 | OtherIncreasesAmt |
| Subtotal | $52,891,106 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $52,891,106 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (22 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 1,000,000 US T-BILL | P | 2024-03-20 | 2024-09-05 | $975,946 | $975,946 | $0 | $0 |
| 149 WAG GROUP CO | P | 2022-04-28 | 2024-12-12 | $31 | $1,472 | -$1,441 | -$1,441 |
| 1 WAG GROUP CO | P | 2022-05-04 | 2024-12-12 | $10 | -$10 | -$10 | |
| 850 WAG GROUP CO | P | 2022-05-10 | 2024-12-12 | $174 | $8,398 | -$8,224 | -$8,224 |
| 1,000 WAG GROUP CO | P | 2022-09-22 | 2024-12-12 | $205 | $3,235 | -$3,030 | -$3,030 |
| 184 JB HUNT TRANSPORT SERVICES | D | 2002-09-12 | 2024-12-09 | $33,119 | $13,138 | $19,981 | $19,981 |
| 316 JB HUNT TRANSPORT SERVICES | D | 2002-09-12 | 2024-12-09 | $56,879 | $22,562 | $34,317 | $34,317 |
| 485 JB HUNT TRANSPORT SERVICES | D | 2002-09-12 | 2024-12-16 | $87,443 | $34,629 | $52,814 | $52,814 |
| 515 JB HUNT TRANSPORT SERVICES | D | 2003-02-05 | 2024-12-16 | $92,852 | $36,771 | $56,081 | $56,081 |
| 2,000 JB HUNT TRANSPORT SERVICES | D | 2003-02-05 | 2024-12-30 | $343,990 | $142,800 | $201,190 | $201,190 |
| NESTOR PARTNERS (PARTNERSHIP) | P | 2024-01-01 | 2024-12-31 | $101,401 | $101,401 | $101,401 | |
| NESTOR PARTNERS (PARTNERSHIP) | P | 2023-12-31 | 2024-12-31 | $51,209 | $51,209 | $51,209 | |
| NCH BALKAN FUND LP (PARTNERSHIP) | P | 2023-12-31 | 2024-12-31 | $3,830 | -$3,830 | -$3,830 | |
| MILLBURN EQUITY PARTNERS LLC (PARTNERSHIP) | P | 2024-01-01 | 2024-12-31 | $960 | -$960 | -$960 | |
| MILLBURN EQUITY PARTNERS LLC (PARTNERSHIP) | P | 2023-12-31 | 2024-12-31 | $170,580 | $170,580 | $170,580 | |
| SHAREVEST PARTNERS (PARTNERSHIP) | P | 2023-12-31 | 2024-12-31 | $299,621 | $299,621 | $299,621 | |
| MILLBURN MCO PARTNERS LP (PARTNERSHIP) | P | 2024-01-01 | 2024-12-31 | $36,816 | $36,816 | $36,816 | |
| MILLBURN MCO PARTNERS LP (PARTNERSHIP) | P | 2023-12-31 | 2024-12-31 | $46,126 | $46,126 | $46,126 | |
| APOLLO FUND (PARTNERSHIP) | P | 2024-01-01 | 2024-12-31 | $568,173 | $568,173 | $568,173 | |
| APOLLO FUND (PARTNERSHIP) | P | 2023-12-31 | 2024-12-31 | $303,655 | $303,655 | $303,655 | |
| LESS: CAPITAL GAINS SUBJECT TO UBT | P | 2024-01-01 | 2024-12-31 | $14,256 | -$14,256 | -$14,256 | |
| LESS: CAPITAL GAINS SUBJECT TO UBT | P | 2023-12-31 | 2024-12-31 | $12,410 | -$12,410 | -$12,410 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,897,803 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $40,579 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $40,579 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $40,579 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $26,513 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $35,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $61,513 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $20,934 | OverpaymentAmt |
| Applied To ES Tax | $20,934 | 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 | BEKERFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREGG BUCKBINDER CO MILLBURN RIDGEFIELD LLC | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 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 LLC 55 WEST | NEW YORK | NY | 10036 | ASST SECRETARY & ASST TREA | 0.50 | $0 | $0 | $0 | 46TH STREET 31ST FLOOR |
| SHERI GUROCK | |||||||||
| C/O 204 COMMONWEALTH AVENUE | BOSTON | MA | 02116 | EXECUTIVE DIRECTOR | 35.00 | $174,297 | $5,229 | $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 | |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| BRIAN KIBLER | ||||||||
| C/O 204 COMMONWEALTH AVENUE | BOSTON | MA | 02116 | STRATEGIC PROGRAM SP | 35.00 | $84,404 | $7,782 | $0 |
| FELICE WHITTUM | ||||||||
| C/O 204 COMMONWEALTH AVENUE | BOSTON | MA | 02116 | GRANTS & ADMIN MANAG | 35.00 | $73,793 | $2,214 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $50,390,540 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,003,517 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $52,394,057 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $52,394,057 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $785,911 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $51,608,146 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,580,407 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,580,407 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $40,579 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $5,547 | IncomeTaxAmt |
| Total Tax | $46,126 | TotalTaxAmt |
| Distributable Before Adj | $2,534,281 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,534,281 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,534,281 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,762,051 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,762,051 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,534,281 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $171,084 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $171,084 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,762,051 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,534,281 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $227,770 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $398,854 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $398,854 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $171,084 | ExcessFromYear1Amt |
| Excess From Current Year | $227,770 | ExcessFromCurrentYearAmt |
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 (141 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| 70 FACES MEDIA | |||||||
| 520 EIGHTH AVE 4TH FL | NEW YORK | NY | 10018 | PC | SPONSORSHIP OF DIGITIAL SUMMIT | $1,800 | |
| A WIDER BRIDGE | |||||||
| 1441 BROADWAY SUITE 6149 | NEW YORK | NY | 10018 | PC | GENERAL OPERATING | $1,800 | |
| ADAM THEATER | |||||||
| 53 WENDELL RD | NEWTON | MA | 02459 | PC | GENERAL OPERATING | $1,000 | |
| ALLPATHS FAMILY BUILDING | |||||||
| 300 BAKER AVE SUITE 300 | CONCORD | MA | 01742 | PC | GENERAL OPERATING | $3,600 | |
| ALTERNATIVES FOR COMMUNITY AND ENVIRONMENT | |||||||
| 2201 WASHINGTON ST 302 | ROXBURY | MA | 02119 | PC | GENERAL OPERATING | $20,000 | |
| AMERICAN FRIENDS OF SHALVA | |||||||
| 441 LEXINGTON AVE SUITE 602 | NEW YORK | NY | 10017 | PC | JOURNAL AD FOR GALA | $5,000 | |
| AMERICAN FRIENDS OF THE PARENTS CIRCLE | |||||||
| 4 E 95TH ST 5C | NEW YORK | NY | 10128 | PC | GENERAL OPERATING | $10,000 | |
| AMERICAN REPERTORY THEATER | |||||||
| 64 BRATTLE ST | CAMBRIDGE | MA | 02138 | PC | GENERAL OPERATING | $5,000 | |
| ANTI-DEFAMATION LEAGUE NEW ENGLAND | |||||||
| 40 COURT ST | BOSTON | MA | 02108 | PC | GENERAL OPERATING | $10,000 | |
| ARCK | |||||||
| 36 BROMFIELD ST 301 | BOSTON | MA | 02108 | PC | GENERAL OPERATING | $2,000 | |
| ARTS & BUSINESS COUNCIL OF GREATER BOSTON | |||||||
| 15 CHANNEL CENTER STREET SUITE 103 | BOSTON | MA | 02210 | PC | GENERAL OPERATING | $10,000 | |
| ASSOCIATES OF THE BOSTON PUBLIC LIBRARY | |||||||
| 700 BOYLSTON ST | BOSTON | MA | 02116 | PC | GENERAL OPERATING | $2,000 | |
| BAGLY | |||||||
| 28 COURT SQUARE | BOSTON | MA | 02108 | PC | GENERAL OPERATING | $10,000 | |
| BAMIDBAR | |||||||
| 300 S DAHLIA ST 205 | DENVER | CO | 80246 | PC | FOR BOSTON PROGRAMMING | $20,000 | |
| BEAT THE ODDS | |||||||
| 634 WARREN STREET | BOSTON | MA | 02121 | PC | GENERAL OPERATING | $5,000 | |
| BERKLEE INSTITUTE FOR ACCESSIBLE ARTS EDUCATION | |||||||
| C/O BERKLEE COLLEGE OF MUSIC 1140 | BOSTON | MA | 02215 | PC | MA TEACHERS PROFESSIONAL DEVELOPMENT PROGRAMS | $20,000 | BOYLSTON ST |
| BOSTON EXPLORERS | |||||||
| C/O SOMEONE ELSES CHILD 594 | DORCHESTER | MA | 02125 | PC | GENERAL OPERATING | $20,000 | COLUMBIA RD SUITE 211 |
| BOSTON FESTIVAL FOR NEW JEWISH MUSIC | |||||||
| C/O BACK ROOM BOSTON INC 55 MARTHA | BOSTON | MA | 02114 | PC | GENERAL OPERATING | $5,000 | ROAD |
| BOSTON FOOD FOREST COALITION | |||||||
| 76 WELD HILL STREET | JAMAICA PLAIN | MA | 02130 | PC | GENERAL OPERATING | $10,000 | |
| BOSTON FOUNDATION | |||||||
| 75 ARLINGTON ST 3RD FL | BOSTON | MA | 02116 | PC | FOR EQUALITY FUND | $10,000 | |
| BRANDEIS UNIVERSITY | |||||||
| PO BOX 9110 MAIL STOP 092 | WALTHAM | MA | 022549110 | PC | ARCHITECTURAL PLANS FOR CENTER FOR JEWISH LIFE; HILLEL; MKAP ESSENTIALS FUND; FINE ARTS DEPT. | $89,500 | |
| BRIGHAM & WOMENS HOSPITAL | |||||||
| 116 HUNTINGTON AVE 3RD FL | BOSTON | MA | 02116 | PC | CENTER FOR VISUAL ARTS IN HEALTHCARE; DEI IN MEDICAL EDUCATION | $85,000 | |
| BRIGHTER BOSTON | |||||||
| 115 ELIOT STREET | CHESTNUT HILL | MA | 02467 | PC | GENERAL OPERATING | $10,000 | |
| BRIS AVROHOM | |||||||
| 910 SALEM AVE | HILLSIDE | NJ | 07205 | PC | GENERAL OPERATING | $3,600 | |
| BROTHER WOLF | |||||||
| PO BOX 8195 | ASHEVILLE | NC | 28814 | PC | GENERAL OPERATING | $250 | |
| CAMP RAMAH WISCONSIN | |||||||
| 65 EAST WACKER PLACE SUITE 1200 | CHICAGO | IL | 60601 | PC | GENERAL OPERATING | $5,000 | |
| CAMP YAVNEH | |||||||
| 321 WALNUT ST 460 | NEWTON | MA | 02460 | PC | GENERAL OPERATING | $1,000 | |
| CAPE COD HEALTHCARE FOUNDATION | |||||||
| PO BOX 370 | HYANNIS | MA | 02601 | PC | LIGHTKEEPERS SOCIETY | $5,000 | |
| CENTRAL SYNAGOGUE BOSTON | |||||||
| 410 BOYLSTON ST | BOSTON | MA | 02116 | PC | CAPITAL GRANT; GENERAL OPERATING | $135,000 | |
| CHABAD JEWISH CENTER | |||||||
| 745 WEST MAIN ST | HYANNIS | MA | 02601 | PC | GENERAL OPERATING | $1,000 | |
| CHILDREN'S ROOM THE | |||||||
| 1210 MASSACHUSETTS AVE | ARLINGTON | MA | 02476 | PC | GENERAL OPERATING | $5,000 | |
| CIRCUS UP | |||||||
| 8 BROOKLEY RD | JAMAICA PLAIN | MA | 02130 | PC | GENERAL OPERATING | $15,000 | |
| CITYSPROUTS | |||||||
| 1035 CAMBRIDGE STREET | CAMBRIDGE | MA | 02141 | PC | GENERAL OPERATING | $10,000 | |
| CLARK UNIVERSTY | |||||||
| 950 MAIN ST | WORCESTER | MA | 01610 | PC | 1/2 FOR ICE HOCKEY AND 1/2 FOR JONAS CLARK SCHOLARSHIP | $2,000 | |
| CLARK UNIVERSTY HILLEL | |||||||
| 950 MAIN ST | WORCESTER | MA | 01610 | PC | GENERAL OPERATING | $3,600 | |
| COMBINED JEWISH PHILANTHROPIES | |||||||
| 126 HIGH ST | BOSTON | MA | 02110 | PC | GENERAL OPERATING | $150,000 | |
| CONGREGATION BETH SHALOM | |||||||
| 5303 WINTERS CHAPEL RD | DUNWOODY | GA | 30360 | PC | GENERAL OPERATING | $1,800 | |
| CONGREGATION KEHILLATH ISRAEL | |||||||
| 384 HARVARD ST | BROOKLINE | MA | 02446 | PC | MEMBERSHIP, YIZKOR BOOK, GREENBERG VISIT SPONSORSHIP | $10,800 | |
| COTUIT CENTER FOR THE ARTS | |||||||
| 4404 FALMOUTH RD | COTUIT | MA | 02635 | PC | GENERAL OPERATING | $1,000 | |
| CREATIVE ARTS AT PARK | |||||||
| 171 GODDARD AVE | BROOKLINE | MA | 02445 | PC | GENERAL OPERATING | $2,500 | |
| CUT CIRCLE | |||||||
| 2331 WARNER RANGE AVENUE | MENLO PARK | CA | 94025 | PC | GENERAL OPERATING | $1,800 | |
| DAYENU | |||||||
| C/O SOCIAL GOOD FUND 475 RIVERSIDE | NEW YORK | NY | 10115 | PC | GENERAL OPERATING | $25,000 | DR SUITE 800 |
| DEM BOIS | |||||||
| PO BOX 6809 | SAN PABLO | CA | 948060809 | PC | GENERAL OPERATING | $2,500 | |
| DISCRETIONARY FUND FOR ISRAEL VIA WORLDWIDE FRIENDS FOUNDATION | |||||||
| 1115 BROADWAY 11TH FL | NEW YORK | NY | 10010 | PC | SHALEM PROTECTIVE EYEWEAR CAMPAIGN | $10,000 | |
| EMORY JEWISH STUDENT CENTER | |||||||
| 1500 NORTH DECATUR RD | ATLANTA | GA | 30306 | PC | GENERAL OPERATING | $1,800 | |
| ENCOUNTER | |||||||
| C/O WEWORK 8 W 126TH STREET FLOOR 3 | NEW YORK | NY | 10027 | PC | GENERAL OPERATING | $10,000 | |
| EPSTEIN HILLEL SCHOOL | |||||||
| 6 COMMUNITY RD | MARBLEHEAD | MA | 01945 | PC | JUST IMAGINE GRANTS | $2,094 | |
| EPSTEIN SCHOOL | |||||||
| 335 COLEWOOD WAY NW | SANDY SPRINGS | GA | 30328 | PC | GENERAL OPERATING | $5,400 | |
| ESHEL | |||||||
| 60 BROAD STREET 24TH FLOOR 1547 | NEW YORK | NY | 10004 | PC | FOR TEMPLE BETH SHALOM OF CAMBRIDGE SHABBAT PROGRAM | $1,500 | |
| ESPLANADE ASSOCIATION | |||||||
| 575 BOYLSTON ST SUITE 4R | BOSTON | MA | 02116 | PC | GALA SPONSORSHIP AND GENERAL OPERATING | $25,000 | |
| EVERYDAY BOSTON | |||||||
| 867 BOYLSTON ST 5TH FLOOR 1054 | BOSTON | MA | 02116 | PC | GENERAL OPERATING | $2,500 | |
| EXPRESS YOURSELF | |||||||
| 100 CUMMINGS CENTER SUITE 165E | BEVERLY | MA | 01915 | PC | GENERAL OPERATING | $5,000 | |
| FENWAY COMMUNITY HEALTH CENTER | |||||||
| 1340 BOYLSTON ST | BOSTON | MA | 02215 | PC | FOR NEW MAMMOGRAPHY MACHINE | $10,000 | |
| FRIENDS OF THE PUBLIC GARDEN | |||||||
| 69 BEACON ST | BOSTON | MA | 02108 | PC | HOLIDAY LIGHTS ON THE MALL | $10,000 | |
| FRIENDS OF WALTHAM FAMILY SCHOOL | |||||||
| 510 MOODY ST | WALTHAM | MA | 02453 | PC | FOR HOLIDAY GIFT CARDS | $3,000 | |
| GANN ACADEMY | |||||||
| 333 FOREST STREET | WALTHAM | MA | 02452 | PC | ANNUAL FUND, JUST IMAGINE GRANTS | $56,960 | |
| GATEWAYS | |||||||
| 333 NAHANTON ST | NEWTON | MA | 02459 | PC | FOR THINK:KIDS TRAININGS AND CERTIFICATION; IN-SCHOOL THERAPY | $39,830 | |
| GENUNITY | |||||||
| 36 SOUTH MUNROE TERRACE | BOSTON | MA | 02122 | PC | GENERAL OPERATING | $2,500 | |
| GRUBSTREET | |||||||
| 50 LIBERTY DR SUITE 500 | BOSTON | MA | 02210 | PC | WRITERS FELLOWSHIP | $50,000 | |
| HARVARD UNIVERSITY | |||||||
| 124 MT AUBURN STREET | CAMBRIDGE | MA | 02138 | PC | HKS FUND | $25,000 | |
| HEBREW COLLEGE | |||||||
| 1860 WASHINGTON ST | NEWTON | MA | 02466 | PC | GALA SPONSORSHIP; MILLER CENTER | $30,000 | |
| HEBREW SENIORLIFE | |||||||
| 1200 CENTRE ST | BOSTON | MA | 02131 | PC | FOR SPIRITUAL CARE ISRAEL PROGRAM | $5,000 | |
| HOMESTART | |||||||
| 105 CHAUNCY STREET SUITE 502 | BOSTON | MA | 02111 | PC | GENERAL OPERATING | $10,000 | |
| HOSPITALITY HOMES | |||||||
| PO BOX 15265 | BOSTON | MA | 02215 | PC | FALMOUTH ROAD RACE | $3,600 | |
| INSTITUTE OF CONTEMPORARY ART | |||||||
| 25 HARBOR SHORE DRIVE | BOSTON | MA | 02210 | PC | GENERAL OPERATING | $2,500 | |
| ISABELLA STEWART GARDNER MUSEUM | |||||||
| 25 EVANS WAY | BOSTON | MA | 02115 | PC | FOR THINKING THROUGH ART | $20,000 | |
| ISRAAID (US) | |||||||
| 555 COLLEGE AVE | PALO ALTO | CA | 94306 | PC | GENERAL OPERATING | $18,000 | |
| JALSA | |||||||
| 11 BEACON ST 722 | BOSTON | MA | 02108 | PC | FOR JFS METROWEST COLLABORATION | $15,000 | |
| JCC GREATER BOSTON | |||||||
| 33 NAHANTON ST | NEWTON | MA | 02459 | PC | PHASE 1 CIRCLES OF CONNECTION; GENERAL OPERATING | $40,750 | |
| JCDS | |||||||
| 57 STANLEY AVE | WATERTOWN | MA | 02472 | PC | JUST IMAGINE GRANTS | $10,750 | |
| JEWISH ARTS COLLABORATIVE | |||||||
| 1320 CENTRE ST SUITE 201 | NEWTON | MA | 02459 | PC | GENERAL OPERATING | $7,500 | |
| JEWISH COMMUNITY RELATIONS COUNCIL OF GREATER BOSTON | |||||||
| 126 HIGH STREET | BOSTON | MA | 02110 | PC | GENERAL OPERATING | $25,000 | |
| JEWISH FAMILY & CHILDREN'S SERVICES | |||||||
| 1430 MAIN STREET | WALTHAM | MA | 02451 | PC | CIRCLES OF CONNECTION | $42,850 | |
| JEWISH FAMILY SERVICES OF METROWEST | |||||||
| 475 FRANKLIN ST 101 | FRAMINGHAM | MA | 01702 | PC | FOR JALSA COLLABORATION | $15,000 | |
| JEWISH FERTILITY FOUNDATION | |||||||
| 2897 N DRUID HILLS ROAD SUITE 146 | ATLANTA | GA | 30329 | PC | GENERAL OPERATING | $1,800 | |
| JEWISH FUNDERS NETWORK | |||||||
| 150 WEST 30TH STREET SUITE 900 | NEW YORK | NY | 10001 | PC | GENERAL OPERATING | $2,500 | |
| JEWISH STUDIO PROJECT | |||||||
| 940 DWIGHT WAY 13B | BERKELEY | CA | 94710 | PC | BOSTON EXPANSION 1 OF 2 | $50,000 | |
| JEWS OF COLOR INITIATIVE | |||||||
| C/O TIDES CENTER PO BOX 399385 | SAN FRANCISCO | CA | 94139 | PC | GENERAL OPERATING | $10,000 | |
| JGIVE FRIENDS OF KEREN ASOR | |||||||
| 43 LUBLIN TR | LAKEWOOD | NJ | 08701 | PC | FOR KIBBUTZ MOVEMENT FUND | $750 | |
| JOIN FOR JUSTICE | |||||||
| PO BOX 690376 | QUINCY | MA | 021695301 | PC | PILOT TRAINING MODULES | $10,000 | |
| JUVENILE DIABETES RESEARCH FOUNDATION GREATER NEW ENGLAND | |||||||
| 62 WALNUT STREET SUITE 5 | WELLESLEY | MA | 02481 | PC | GALA DONATION IN HONOR OF NEIL WALLACK | $1,000 | |
| KESHET | |||||||
| 284 AMORY STREET | JAMAICA PLAIN | MA | 02130 | PC | GENERAL OPERATING; BOSTON INSTITUTIONAL TRAINING | $98,000 | |
| LANDER-GRINSPOON ACADEMY | |||||||
| 257 PROSPECT ST | NORTHAMPTON | MA | 01060 | PC | JUST IMAGINE GRANTS | $8,900 | |
| LEHRHAUS CENTER FOR JEWISH LIFE AND LEARNING | |||||||
| 425 WASHINGTON ST | SOMERVILLE | MA | 02143 | PC | EDUCATIONAL PROGRAMMING | $50,000 | |
| M2 INSTITUTE FOR JEWISH EXPERIENTIAL LEARNING | |||||||
| 338 3RD AVENUE SUITE 2147 | BROOKLYN | NY | 11215 | PC | YAMIM AND YATED PROGRAMS IN BOSTON | $36,000 | |
| MAIMONIDES SCHOOL | |||||||
| 34 PHILBRICK ROAD | BROOKLINE | MA | 02445 | PC | JUST IMAGINE GRANTS, ANNUAL FUND | $25,987 | |
| MASS TRANS POLITICAL COALITION | |||||||
| C/O BAGLY 28 COURT SQUARE | BOSTON | MA | 02108 | PC | FOR MASS TRANS HEALTH COALITION | $1,000 | |
| MASSARTCOLLEGE OF ART & DESIGN | |||||||
| 621 HUNTINGTON AVE | BOSTON | MA | 02115 | PC | AUCTION SUPPORT | $5,000 | |
| MASSCREATIVE | |||||||
| 15 CHANNEL CENTER ST STE 103 | BOSTON | MA | 02210 | PC | GENERAL OPERATING | $10,000 | |
| MATTAPAN FOOD AND FITNESS COALITION | |||||||
| C/O TSNE 89 SOUTH STREET SUITE 700 | BOSTON | MA | 02111 | PC | GENERAL OPERATING | $10,000 | |
| MAYYIM HAYYIM | |||||||
| 1838 WASHINGTON ST | NEWTON | MA | 02466 | PC | GENERAL OPERATING | $10,000 | |
| MECHON HADAR | |||||||
| 190 AMSTERDAM AVENUE | NEW YORK | NY | 10023 | PC | RISING SONG INSTITUTE, PEDAGOGIES OF PARTNERSHIP, GENERAL OPERATING | $5,400 | |
| METROWEST JEWISH DAY SCHOOL | |||||||
| 50 PAMELA RD | FRAMINGHAM | MA | 01701 | PC | GENERAL OPERATING; CLEAR THE PATH CAMPAIGN; JUST IMAGINE GRANTS | $68,828 | |
| MIRA COALITION | |||||||
| 69 CANAL ST 3RD FL | BOSTON | MA | 02114 | PC | GENERAL OPERATING | $1,000 | |
| MJCCA | |||||||
| 5342 TILLY MILL RD | DUNWOODY | GA | 30338 | PC | FOR JERRY'S HABIMA THEATRE | $2,000 | |
| MODERN JEWISH COUPLES | |||||||
| C/O BELOVED GARDEN 72 STONY RUN | NEW ROCHELLE | NY | 10804 | PC | GENERAL OPERATING | $3,600 | |
| MOISHE HOUSE | |||||||
| 441 SAXONY RD | ENCINITAS | CA | 92024 | PC | FOR BASE BOSTON | $75,000 | |
| NATIONAL CENTER FOR FAMILY PHILANTHROPY | |||||||
| 1667 K ST NW SUITE 550 | WASHINGTON | DC | 20006 | PC | MEMBERSHIP | $1,500 | |
| NCSY NEW ENGLAND | |||||||
| C/O ORTHODOX UNION 40 RECTOR ST 4TH | NEW YORK | NY | 10006 | PC | FOR PUBLIC SCHOOL EXPANSION | $20,000 | FLOOR |
| NEW ENGLAND HEBREW ACADEMY | |||||||
| 9 PRESCOTT ST | BROOKLINE | MA | 02446 | PC | JUST IMAGINE GRANTS | $4,800 | |
| NEW YORK UNIVERSITY | |||||||
| 70 WASHINGTON SQ SO | NEW YORK | NY | 10012 | PC | BEKER SCHOLARSHIP | $25,000 | |
| ONE CAN HELP | |||||||
| PO BOX 55 | NEWTON | MA | 02468 | PC | GENERAL OPERATING | $20,000 | |
| ONE FAMILY | |||||||
| 423 WEST BROADWAY SUITE 402 | BOSTON | MA | 02127 | PC | GENERAL OPERATING | $10,000 | |
| ONETABLE AKA THE SHABBAT PROJECT | |||||||
| 228 PARK AVE S SUITE 77191 | NEW YORK | NY | 10003 | PC | GENERAL OPERATING | $3,600 | |
| OPEN DOOR ARTS | |||||||
| C/O SEVEN HILLS FOUNDATION 81 HOPE | WORCESTER | MA | 01603 | PC | GENERAL OPERATING | $10,000 | AVE |
| OPENDOR MEDIA | |||||||
| 1111O W OAKLAND PARK BLVD SUITE 288 | SUNRISE | FL | 333516808 | PC | GENERAL OPERATING | $10,000 | |
| PEF ISRAEL ENDOWMENT FUNDS | |||||||
| 630 THIRD AVE STE 1500 | NEW YORK | NY | 10017 | PC | FOR MIDRESHET HASHILUV NATUR; ISRAELI CHILDRENS FUND- WRAPPED WITH LOVE | $5,000 | |
| PHILANTHROPY MA | |||||||
| 133 FEDERAL ST SUITE 802 | BOSTON | MA | 02110 | PC | MEMBERSHIP | $6,525 | |
| PRIZMAH | |||||||
| 254 WEST 54TH STREET 11TH FLOOR | NEW YORK | NY | 10019 | PC | STRONGER TOGETHER PROJECT; GENERAL OPERATING; CONFERENCE SPONSOR | $113,500 | |
| PROJECT SHEMA | |||||||
| C/O FJC 225 WEST 39TH ST 12TH FL | NEW YORK | NY | 10018 | PC | GENERAL OPERATING | $10,000 | |
| RASHI SCHOOL | |||||||
| 8000 GREAT MEADOW ROAD | DEDHAM | MA | 02026 | PC | JUST IMAGINE GRANTS | $8,630 | |
| RAW ART WORKS | |||||||
| 37 CENTRAL SQUARE | LYNN | MA | 01901 | PC | GENERAL OPERATING | $10,000 | |
| RECORD CO THE | |||||||
| 960 MASSACHUSETTS AVE | BOSTON | MA | 02118 | PC | GENERAL OPERATING | $1,000 | |
| SAR ACADEMY | |||||||
| 655 W 254 ST | BRONX | NY | 10471 | PC | COOPER FUND; GENERAL OPERATING | $40,000 | |
| SHADY HILL SCHOOL | |||||||
| 178 COOLLIDGE HILL | CAMBRIDGE | MA | 02138 | PC | GENERAL OPERATING | $1,000 | |
| SHALEM FOUNDATION | |||||||
| 845 THIRD AVE 6 FLR | NEW YORK | NY | 10022 | PC | GENERAL OPERATING | $50,000 | |
| SHALOH HOUSE | |||||||
| 29 CHESTNUT HILL AVE | BRIGHTON | MA | 02135 | PC | JUST IMAGINE GRANT | $1,000 | |
| SHALOM HARTMAN INSTITUTE OF NORTH AMERICA | |||||||
| 475 RIVERSIDE DRIVE SUITE 1450 | NEW YORK | NY | 10115 | PC | GENERAL OPERATING | $3,600 | |
| SHOMREI TORAH | |||||||
| 19-10 MORLOT AVE | FAIR LAWN | NJ | 07410 | PC | GENERAL OPERATING | $6,800 | |
| SILVER LINING MENTORING | |||||||
| 727 ATLANTIC AVENUE 3RD FLOOR | BOSTON | MA | 02111 | PC | GENERAL OPERATING | $1,000 | |
| SINAI SCHOOLS | |||||||
| 1600 QUEEN ANNE RD | TEANECK | NJ | 07666 | PC | GENERAL OPERATING | $10,000 | |
| SISTERS UNCHAINED | |||||||
| PO BOX 300902 | JAMAICA PLAIN | MA | 02130 | PC | GENERAL OPERATING | $2,500 | |
| SOCIAL INNOVATION FORUM | |||||||
| 2 OLIVER STREET SUITE 802 | BOSTON | MA | 02109 | PC | GENERAL OPERATING | $10,000 | |
| SOCIEDAD LATINA | |||||||
| 1530 TREMONT STREET | ROXBURY | MA | 02120 | PC | FOR WELLNESS PROGRAMS | $10,000 | |
| SOLOMON SCHECHTER DAY SCHOOL | |||||||
| 125 WELLS AVENUE | NEWTON | MA | 02459 | PC | GENERAL OPERATING; JUST IMAGINE GRANTS | $85,090 | |
| STANDING TOGETHER | |||||||
| C/O PEF ISRAEL ENDOWMENT FUNDS 630 | NEW YORK | NY | 10017 | PC | GENERAL OPERATING | $10,000 | THIRD AVE STE 1500 |
| STRIARHEBREWACADEMY | |||||||
| 100 AMES STREET | SHARON | MA | 02067 | PC | JUST IMAGINE GRANTS | $4,700 | |
| SVARA | |||||||
| 4411 N RAVENSWOOD DRIVE STE 300 | CHICAGO | IL | 60640 | PC | TRANS HALAKHA PROJECT | $5,000 | |
| TEMPLE BETH ZION | |||||||
| 1566 BEACON ST | BROOKLINE | MA | 02446 | PC | GENERAL OPERATING | $3,600 | |
| TEMPLE EMANUEL | |||||||
| 385 WARD ST | NEWTON | MA | 02459 | PC | GENERAL OPERATING | $3,600 | |
| THE FOOD PROJECT | |||||||
| 10 LEWIS ST | LINCOLN | MA | 01773 | PC | GENERAL OPERATING | $500 | |
| TORAH ACADEMY | |||||||
| 198 STRATHMORE RD | BRIGHTON | MA | 02135 | PC | JUST IMAGINE GRANTS | $10,382 | |
| TRANSFORMATIONAL PRISON PROJECT | |||||||
| C/O TIDES CENTER PO BOX 399385 | SAN FRANCISCO | CA | 94139 | PC | GENERAL OPERATING | $20,000 | |
| VILNA SHUL | |||||||
| 18 PHILLIPS STREET | BOSTON | MA | 02114 | PC | GENERAL OPERATING | $5,000 | |
| WASHINGTON SQUARE MINYAN | |||||||
| PO BOX 392 | BROOKLINE | MA | 02446 | PC | BEKER MEMBERSHIP; GENERAL OPERATING | $3,400 | |
| WEST END HOUSE | |||||||
| LEWIS GORDON CENTER 105 ALLSTON | ALLSTON | MA | 02134 | PC | SOCIAL WORKER AND TRAUMA INFORMED FRAMEWORK | $10,000 | STREET |
| WONDERMORE | |||||||
| 1647 BEACON ST SUITE 5 | NEWTON | MA | 02468 | PC | BPS EXPANSION | $30,000 | |
| YAD CHESSED FUND | |||||||
| 440 TOTTEN POND RD | WALTHAM | MA | 02451 | PC | GENERAL OPERATING | $31,000 | |
| YESHIVA OHR YISRAEL | |||||||
| 325 RESERVOIR RD | CHESTNUT HILL | MA | 02467 | PC | JUST IMAGINE GRANTS | $4,485 | |
| YOUNG MAN WITH A PLAN | |||||||
| C/O THE PREPARATORY FOUNDATION 1178 | HYDE PARK | MA | 02136 | PC | GENERAL OPERATING | $10,000 | RIVER STREET |
| ZAMIR CHORALE OF BOSTON | |||||||
| 1320 CENTRE ST SUITE 301 | NEWTON CENTRE | MA | 02459 | PC | GENERAL OPERATING | $3,600 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,367,661 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,293,563 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 901101 | BusinessCd |
| Unrelated Business Taxbl Incm | $26,666 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,507,396 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ORDINARY INCOME FROM INVESTMENT PARTNERSHIPS | Desc |
| Business | 901101 | BusinessCd |
| Unrelated Business Taxbl Incm | $3,685 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | -$120,892 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $30,351 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,680,067 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,710,418 | 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 (4 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| HARVEY BEKER | |||||||
| 1 | C/O 204 COMMONWEALTH AVENUE | BOSTON | MA | 02116 | $33,662 | Yes (X) | |
| HARVEY BEKER | |||||||
| 2 | C/O 204 COMMONWEALTH AVENUE | BOSTON | MA | 02116 | $146,539 | Yes (X) | |
| HARVEY BEKER | |||||||
| 3 | C/O 204 COMMONWEALTH AVENUE | BOSTON | MA | 02116 | $787,029 | Yes (X) | |
| RUDERMAN FAMILY FOUNDATION | |||||||
| 4 | PO BOX 590100 716 BEACON STREET | NEWTON | MA | 02459 | $25,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 184 SHARES JB HUNT TRANSPORT SERVICES | $33,662 | 2024-12-05 |
| 2 | 801 SHARES JB HUNT TRANSPORT SERVICES | $146,539 | 2024-12-05 |
| 3 | 4,302 SHARES JB HUNT TRANSPORT SERVICES | $787,029 | 2024-12-05 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,325 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,325 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VANGUARD 500 INDEX FUND | $116,906 | $116,906 |
| VANGUARD DEVELOPED MARKETS INDEX ADMIRAL | $446,518 | $446,518 |
| CATALYST/MILLBURN HEDGE STRATEGY I | $3,830,816 | $3,830,816 |
| FIDELITY-CUSTODIAN | $8,869,666 | $8,869,666 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (7 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| HILLTOP PARTNERS LP | FMV | $9,038 | $9,038 |
| NESTOR PARTNERS | FMV | $2,594,232 | $2,594,232 |
| NCH BALKAN FUND LP | FMV | $578,322 | $578,322 |
| MILLBURN EQUITY PARTNERS LLC | FMV | $3,159,185 | $3,159,185 |
| SHAREVEST PARTNERS LP | FMV | $20,735,875 | $20,735,875 |
| MILLBURN MCO PARTNERS LP | FMV | $1,743,559 | $1,743,559 |
| APOLLO FUND | FMV | $10,523,399 | $10,523,399 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $167 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $167 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER ASSETS | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $259 | EOYBookValueAmt |
| EOYFMV | $259 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PORTFOLIO DEDUCTIONS FROM PARTNERSHIPS | $118,362 | $118,362 | $0 |
| FILING AND REGISTRATION FEES | $539 | $0 | $539 |
| INSURANCE | $1,273 | $0 | $1,273 |
| DUES AND SUBSCRIPTIONS | $2,431 | $0 | $2,431 |
| OFFICE EXPENSE | $233 | $0 | $233 |
| PROGRAM RELATED EXPENSES | $675 | $0 | $675 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ORDINARY INCOME FROM INVESTMENT PARTNERSHIPS | Desc |
| Revenue And Expenses Per Books | -$117,207 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | -$120,892 | NetInvestmentIncomeAmt |
| Adjusted Net Income | -$117,207 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS | Desc |
| Amt | $1,265,517 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONSULTING FEES | CategoryTxt |
| Amt | $2,581 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,581 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $3,458 | $3,458 | $0 |
| FEDERAL TAXES | $23,000 | $0 | $0 |