LEBOWITZ-ABERLY FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- LEBOWITZ-ABERLY FAMILY FOUNDATION (EIN 26-3931946)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-14
- IRS object ID
- 202543189349100929
- 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
- Accounting Fees Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-14T08:11:09-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 010825608 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAIGLE & ASSOCIATES LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 91 MONTVALE AVE - SUITE 100 | AddressLine1Txt |
| City | STONEHAM | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02180 | 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 | 263931946 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEBOWITZ-ABERLY FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LEBO | BusinessNameControlTxt |
| Phone | 6177652100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO TROVE PO BOX 962049 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02196 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LAURENCE H LEBOWITZ | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6177652100 | PhoneNum |
| Signature | 2025-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | THOMAS M LONG | PreparerPersonNm |
| PTIN | P01595824 | PTIN |
| Phone | 6176193350 | 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 | $60,312,895 | 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 |
| Dividends Rev And Expnss | $1,306,729 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,306,729 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $8,853,971 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $27,420,980 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $8,853,971 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $277,565 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $262,133 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $10,438,265 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $10,422,833 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $39,404 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $39,404 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $102,378 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $51,189 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $51,189 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $162,238 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $162,108 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $130 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $130,097 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $37,562 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $368,462 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $367,518 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $372 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $802,579 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $657,781 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $51,691 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,589,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,589,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,391,579 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $657,781 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,640,691 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $7,046,686 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $9,765,052 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $7,906,195 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,410,242 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,410,242 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $25,000 | AcctRcvblAmt |
| Acct Rcvbl EOY | $25,000 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $25,000 | AcctRcvblEOYFMVAmt |
| Other Investments BOY | $36,697,020 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $51,312,159 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $56,877,653 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $3,100,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $47,703,215 | TotalAssetsBOYAmt |
| Total Assets EOY | $54,747,401 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $60,312,895 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $2,500 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $2,500 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| 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 | $47,700,715 | RetainedEarningBOYAmt |
| Retained Earning EOY | $54,747,401 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $47,700,715 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $54,747,401 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $47,703,215 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $54,747,401 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $47,700,715 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $7,046,686 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $54,747,401 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $54,747,401 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| JP MORGAN - 8938 PUBLICLY TRADED SECURITIES | $21,204,427 | $14,025,316 | $7,179,111 | $7,179,111 | |
| JP MORGAN - 2007 PUBLICLY TRADED SECURITIES | $6,216,553 | $6,299,213 | -$82,660 | -$82,660 | |
| FROM INVESTMENT FUND K-1S | $1,757,520 | $1,757,520 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $8,853,971 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $135,734 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $135,734 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $135,734 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $118,961 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $50,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $168,961 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $33,227 | OverpaymentAmt |
| Applied To ES Tax | $33,227 | 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 | TX | 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 | N/A | WebsiteAddressTxt |
| Individual With Books | TROVE | IndividualWithBooksNm |
| Phone | 6177652100 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 40 BROAD STREET | 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 |
|---|---|---|---|---|---|---|---|---|
| LAURENCE H LEBOWITZ | ||||||||
| C/O TROVE PO BOX 962049 | BOSTON | MA | 02196 | DIRECTOR, PRESIDENT, TREAS | 0.00 | $0 | $0 | $0 |
| NAOMI D ABERLY | ||||||||
| C/O TROVE PO BOX 962049 | BOSTON | MA | 02196 | DIRECTOR, VICE PRES, SECRE | 0.00 | $0 | $0 | $0 |
| TERRI LACY | ||||||||
| 600 TRAVIS STREET SUITE 4200 | HOUSTON | TX | 77002 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CAMBRIDGE ASSOCIATES LLC | |||||
| 115 FEDERAL STREET SUITE 2600 | BOSTON | MA | 02110 | INVESTMENT MANAGEMENT | $161,649 |
| TROVE | |||||
| PO BOX 962049 | BOSTON | MA | 02196 | BOOKKEEPING | $52,473 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A - CHARITABLE PURPOSES ARE ACCOMPLISHED THROUGHDISCRETIONARY GRANT MAKING PROGRAMS | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
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 | $57,883,875 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,175,759 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $60,059,634 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $60,059,634 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $900,895 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $59,158,739 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,957,937 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,957,937 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $135,734 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $2,700 | IncomeTaxAmt |
| Total Tax | $138,434 | TotalTaxAmt |
| Distributable Before Adj | $2,819,503 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,819,503 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,819,503 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,640,691 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,640,691 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,819,503 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $36,967 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $86,620 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $123,587 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,640,691 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,640,691 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $123,587 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $123,587 | 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 | $55,225 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NAOMI D ABERLY | ContributingManagerNm |
| Shareholder Manager | LAURENCE H LEBOWITZ | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (145 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| A HEALTHIER DEMOCRACY | |||||||
| 68 HARRISON AVE STE 605 PMB 487592 | BOSTON | MA | 02111 | PC | GENERAL FUND | $20,000 | |
| A NOISE WITHIN THEATER | |||||||
| 3352 E FOOTHILL BLVD | PASADENA | CA | 91107 | PC | GENERAL FUND | $1,000 | |
| ACLU FOUNDATION OF MASSACHUSETTS | |||||||
| ONE CENTER PLAZA SUITE 850 | BOSTON | MA | 02108 | PC | GENERAL FUND | $10,000 | |
| ADL TEXOMA | |||||||
| 5720 LBJ FREEWAY SUITE 590 | DALLAS | TX | 75240 | PC | GENERAL FUND | $1,000 | |
| ADVANCE DEMOCRACY | |||||||
| C/O 1951 KIDWELL DRIVE SUITE 200 | TYSONS CORNER | VA | 22182 | PC | GENERAL FUND | $50,000 | |
| ALLIANCE FOR JUSTICE | |||||||
| 11 DUPONT CIRCLE NW SUITE 500 | WASHINGTON | DC | 20036 | PC | GENERAL FUND | $25,000 | |
| ALLIANCE FOR YOUTH ORGANIZING | |||||||
| 650 MASSACHUSETTS AVENUE NW 600 | WASHINGTON | DC | 20001 | PC | PROJECT SUPPORT: MOVE TEXAS CIVIC FUND | $5,000 | |
| AMALGAMATED CHARITABLE FOUNDATION | |||||||
| 1825 K STREET NW | WASHINGTON | DC | 20006 | PC | PROJECT SUPPORT: GROUNDWORK FOUNDATION | $50,000 | |
| AMALGAMATED CHARITABLE FOUNDATION | |||||||
| 1825 K STREET NW | WASHINGTON | DC | 20006 | PC | PROJECT SUPPRT: TRANSGENDER FREEDOM ALLIANCE | $25,000 | |
| AMERICA VOTES EDUCATION FUND | |||||||
| 1155 CONNECTICUT AVE NW 600 | WASHINGTON | DC | 20036 | PC | GENERAL FUND | $50,000 | |
| AMHERST COLLEGE | |||||||
| PO BOX 5000 | AMHERST | MA | 010025000 | PC | GENERAL FUND | $2,500 | |
| BELMONT HILL SCHOOL | |||||||
| 350 PROSPECT STREET | BELMONT | MA | 02478 | PC | GENERAL FUND | $10,000 | |
| BLACK VOTERS MATTER CAPACITY INSTITUTE | |||||||
| PO BOX 7444 | CAROL STREAM | IL | 60917 | PC | GENERAL FUND | $15,000 | |
| BOSTON ARTS ACADEMY FOUNDATION | |||||||
| 126 BROOKLINE AVE | BOSTON | MA | 02215 | PC | GENERAL FUND | $1,000 | |
| BRANDEIS UNIVERSITY | |||||||
| 415 SOUTH STREET MS 126 | WALTHAM | MA | 02453 | PC | PROJECT SUPPORT: ROSE ART MUSEUM | $1,500 | |
| BRENNAN CENTER FOR JUSTICE | |||||||
| 120 BROADWAY SUITE 1750 | NEW YORK | NY | 10271 | PC | GENERAL FUND | $30,000 | |
| CAMPAIGN FOR A FAMILY FRIENDLY ECONOMY | |||||||
| 114 NORTH MAIN STREET SUITE 201 | CONCORD | NH | 03301 | PC | PROJECT SUPPORT: NORTH MAIN STREET FUND | $25,000 | |
| CENTER FOR AMERICAN PROGRESS | |||||||
| 1333 H STREET NW SUITE 100E | WASHINGTON | DC | 20005 | PC | GENERAL FUND | $10,000 | |
| CENTER FOR REPRODUCTIVE RIGHTS | |||||||
| 199 WATER STREET | NEW YORK | NY | 10038 | PC | GENERAL FUND | $15,000 | |
| CHARLES RIVER WATERSHED ASSOCIATION | |||||||
| 41 WEST STREET SUITE 800 | BOSTON | MA | 02111 | PC | GENERAL FUND | $2,500 | |
| CIVIC NATION | |||||||
| POBOX34673 1400 L STREET NW | WASHINGTON | DC | 20005 | PC | GENERAL FUND | $10,000 | |
| COLLECTIVE EDUCATION FUND | |||||||
| 4751 BEST ROAD SUITE 490 | ATLANTA | GA | 30337 | PC | GENERAL FUND | $15,000 | |
| COLLECTIVE POWER FOR REPRODUCTIVE JUSTICE | |||||||
| 893 WEST STREET | AMHERST | MA | 01002 | PC | GENERAL FUND | $1,000 | |
| COMMON CAUSE EDUCATION FUND | |||||||
| 805 15THSTREET NW SUITE 800 | WASHINGTON | DC | 20005 | PC | GENERAL FUND | $10,000 | |
| COMMUNITY CHANGE | |||||||
| 1536 U STREET NW | WASHINGTON | DC | 20009 | PC | GENERAL FUND | $30,000 | |
| COMMONWEALTH BEACON | |||||||
| 11BEACON STREET SUITE 400 | BOSTON | MA | 02108 | PC | GENERAL FUND | $5,000 | |
| CONGRESSIONAL PROGRESSIVE CAUCUS CENTER | |||||||
| 80 F STREET NW | WASHINGTON | DC | 20001 | PC | GENERAL FUND | $25,000 | |
| CONSERVATION LAW FOUNDATION | |||||||
| 62 SUMMER STREET | BOSTON | MA | 02110 | PC | GENERAL FUND | $2,500 | |
| CREW | |||||||
| 1331 F ST NW SUITE 900 | WASHINGTON | DC | 20004 | PC | GENERAL FUND | $35,000 | |
| CTZNWELL INSTITUTE | |||||||
| PO BOX 20121 | NEW YORK | NY | 10011 | PC | PROJECT SUPPORT: VOTE PRO CHOICE | $20,000 | |
| DALLAS HOLOCAUST MUSEUM | |||||||
| 300 N HOUSTON STREET | DALLAS | TX | 75202 | PC | GENERAL FUND | $10,000 | |
| DEMOCRACY MATTERS FOUNDATION | |||||||
| PO BOX 216 | WASHINGTON | DC | 20024 | PC | PROJECT SUPPORT: THE COURT OF HISTORY | $25,000 | |
| DEMOS | |||||||
| 80 BROAD STREET 4TH FLOOR | NEW YORK | NY | 10004 | PC | GENERAL FUND | $25,000 | |
| DIA ART FOUNDATION | |||||||
| 3 BEEKMAN STREET BEACON | NEW YORK | NY | 12508 | PC | GENERAL FUND | $5,000 | |
| ELIZABETH HOUSE | |||||||
| PO BOX 94077 | PASADENA | CA | 91101 | PC | GENERAL FUND | $3,000 | |
| ELLIS EARLY LEARNING | |||||||
| 58 BERKELEY STREET | BOSTON | MA | 02116 | PC | GENERAL FUND | $1,000 | |
| EMERALD NECKLACE CONSERVANCY | |||||||
| 350 JAMAICAWAY | BOSTON | MA | 02130 | PC | GENERAL FUND | $1,000 | |
| ENVIRONMENTAL LEAGUE OF MA | |||||||
| 15 COURT SQUARE SUITE 1000 | BOSTON | MA | 02108 | PC | GENERAL FUND | $5,000 | |
| ESPLANADE ASSOCIATION | |||||||
| 575 BOYLSTON STREET SUITE 4R | BOSTON | MA | 02116 | PC | GENERAL FUND | $1,000 | |
| EVERY TEXAN | |||||||
| 7020 EASY WIND DRIVE SUITE 200 | AUSTIN | TX | 78752 | PC | GENERAL FUND | $1,000 | |
| FAIR DISTRICTS FUND | |||||||
| 1225 I ST NW STE 1250 | WASHINGTON | DC | 20005 | PC | GENERAL FUND | $20,000 | |
| FIVE ACRES | |||||||
| 760 WEST MOUNTAIN VIEW STREET | ALTADENA | CA | 91001 | PC | GENERAL FUND | $3,000 | |
| FIX THE COURT | |||||||
| 348 4TH AVE 1007 | BROOKLYN | NY | 11215 | PC | GENERAL FUND | $25,000 | |
| FOUR DIRECTIONS NATIVE VOTER ENGAGEMENT FUND | |||||||
| PO BOX 194 | MISSION | SD | 57555 | PC | GENERAL FUND | $15,000 | |
| FREE & FAIR LITIGATION GROUP | |||||||
| 266 WEST 37TH STREET 20TH FLOOR | NEW YORK | NY | 10018 | PC | GENERAL FUND | $10,000 | |
| FREE SPEECH FOR PEOPLE | |||||||
| 48 NORTH PLEASANT STREET SUITE 304 | AMHERST | MA | 01002 | PC | GENERAL FUND | $10,000 | |
| FRIENDS OF THE PUBLIC GARDEN | |||||||
| 69 BEACON STREET | BOSTON | MA | 02108 | PC | GENERAL FUND | $21,000 | |
| GBH BEACON CIRCLE | |||||||
| ONE GUEST STREET | BOSTON | MA | 02135 | PC | GENERAL FUND | $2,500 | |
| GETREAL NEWS | |||||||
| 3500 DEPAUW BLVD STE 3090 | INDIANAPOLIS | IN | 46268 | PC | GENERAL FUND | $25,000 | |
| GLOBAL IMPACT | |||||||
| 1199 NORTH FAIRFAX ST NO 300 | ALEXANDRIA | VA | 22314 | PC | PROJECT SUPPORT: COURT ACCOUNTABILITY | $175,000 | |
| GLOBAL IMPACT | |||||||
| 2300 N ST NW STE 501A | WASHINGTON | DC | 20037 | PC | PROJECT SUPPORT: 65TH PROJECT | $25,000 | |
| GUTTMACHER INSTITUTE | |||||||
| 125 MAIDEN LANE 7TH FLOOR | NEW YORK | NY | 10038 | PC | GENERAL FUND | $2,500 | |
| HARVARD COLLEGE FUND | |||||||
| 124 MOUNT AUBURN STREET | CAMBRIDGE | MA | 02138 | PC | GENERAL FUND | $10,000 | |
| HEALTHY FUTURES OF TEXAS | |||||||
| 2300 WEST COMMERCE STREET SUITE 212 | SAN ANTONIO | TX | 78207 | PC | GENERAL FUND | $1,000 | |
| HOPEWELL FUND | |||||||
| 1828 L STREET NW SUITE 300-D | WASHINGTON | DC | 20036 | PC | PROJECT SUPPORT: CONTRACEPTIVE ACCESS INITIATIVE | $10,000 | |
| HOPEWELL FUND | |||||||
| 1828 L STREET NW SUITE 300-D | WASHINGTON | DC | 20036 | PC | PROJECT SUPPORT: VOTE FORWARD EDUCATION FUND | $60,000 | |
| HOPEWELL FUND | |||||||
| 1828 L STREET NW SUITE 300-D | WASHINGTON | DC | 20036 | PC | PROJECT SUPPORT: AMERICANS FOR CONTRACEPTION FUND | $10,000 | |
| HOPEWELL FUND | |||||||
| 1828 L STREET NW SUITE 300-D | WASHINGTON | DC | 20036 | PC | PROJECT SUPPORT: FAIRNESS PROJECT EDUCATION FUND | $50,000 | |
| HOPEWELL FUND | |||||||
| 1828 L STREET NW SUITE 300-D | WASHINGTON | DC | 20036 | PC | PROJECT SUPPORT: FREE ELECTION FUND | $40,000 | |
| HOPEWELL FUND | |||||||
| 1828 L STREET NW SUITE 300-D | WASHINGTON | DC | 20036 | PC | PROJECT SUPPORT: REPRODUCTIVE HEALTH & FREEDOM WATCH | $10,000 | |
| HOTCHKISS SCHOOL | |||||||
| 11 INTERLAKEN ROAD | LAKEVILLE | CT | 06039 | PC | GENERAL FUND | $5,000 | |
| HUMAN RIGHTS CAMPAIGN FOUNDATION | |||||||
| 1640 RHODE ISLAND AVE NW | WASHINGTON | DC | 20036 | PC | GENERAL FUND | $5,000 | |
| HUNTINGTON LIBRARY | |||||||
| 1151 OXFORD ROAD | SAN MARINO | CA | 91108 | PC | GENERAL FUND | $500 | |
| INDIVISIBLE CIVIC ENGAGEMENT | |||||||
| PO BOX 43884 | WASHINGTON | DC | 20010 | PC | GENERAL FUND | $50,000 | |
| INSTITUTE FOR RESPONSIVE GOVERNMENT | |||||||
| 1440 W TAYLOR STREET STE 950 | CHICAGO | IL | 60607 | PC | GENERAL FUND | $15,000 | |
| ISABELLA STEWART GARDNER MUSEUM | |||||||
| 25 EVANS WAY | BOSTON | MA | 02115 | PC | GENERAL FUND | $2,000 | |
| JEREMIAH PROGRAM | |||||||
| 615 1ST AVE NE SUITE 210 | MINNEAPOLIS | MN | 55413 | PC | GENERAL FUND | $10,000 | |
| JOLT INITIATIVE | |||||||
| PO BOX 4185 | AUSTIN | TX | 78765 | PC | GENERAL FUND | $2,500 | |
| LEAGUE OF CONSERVATIVE VOTERS EDUC FUND | |||||||
| 740 15TH STREET NW SUITE 700 | WASHINGTON | DC | 20005 | PC | GENERAL FUND | $5,000 | |
| LEADERSHIP CTR FOR ATTY GENERAL STUDIES | |||||||
| PO BOX 34445 | WASHINGTON | DC | 20005 | PC | GENERAL FUND | $10,000 | |
| MARCH TO THE POLLS | |||||||
| 5706 E MOCKINGBIRD LANE 115-267 | DALLAS | TX | 75206 | PC | GENERAL FUND | $5,000 | |
| MASS MOCA | |||||||
| 1040 MASS MOCA WAY | NORTH ADAMS | MA | 01247 | PC | GENERAL FUND | $2,500 | |
| MAYDAY HEALTH | |||||||
| 442 5TH AVENUE 1648 | NEW YORK | NY | 10018 | PC | GENERAL FUND | $10,000 | |
| MEDIA MATTERS FOR AMERICA | |||||||
| PO BOX 52155 | WASHINGTON | DC | 20091 | PC | GENERAL FUND | $25,000 | |
| MICHIGAN VOICES | |||||||
| 2727 2ND AVE SUITE 109 | DETROIT | MI | 48201 | PC | GENERAL FUND | $25,000 | |
| MISSOURI DEMOCRACY EDUCATION FUND | |||||||
| 1825 K STREET NW | WASHINGTON | DC | 20006 | PC | PROJECT SUPPORT: ADVANCED CHANGE FUND OF THE AMALGAMATED FOUNDATION | $5,000 | |
| MONEY OUT VOTERS IN | |||||||
| 805 15TH ST NW SUITE 800 | WASHINGTON | DC | 20005 | PC | PROJECT SUPPORT: WHY DO YOU VOTE CAMPAIGN | $5,000 | |
| MOTHERS OUT FRONT | |||||||
| PO BOX 55071 23686 | BOSTON | MA | 02205 | PC | GENERAL FUND | $10,000 | |
| NANTUCKET ATHENEUM | |||||||
| 1 INDIA STREET PO BOX 808 | NANTUCKET | MA | 02554 | PC | GENERAL FUND | $1,000 | |
| NANTUCKET COTTAGE HOSPITAL FOUNDATION | |||||||
| 57 PROSPECT STREET | NANTUCKET | MA | 02554 | PC | GENERAL FUND | $1,000 | |
| NANTUCKET LIGHTHOUSE SCHOOL | |||||||
| 1 RUGGED RD NANTUCKET | NANTUCKET | MA | 02554 | PC | GENERAL FUND | $1,000 | |
| NATIONAL PARTNERSHIP FOR WOMEN & FAMILIES | |||||||
| 1725 EYE STREET NW SUITE 950 | WASHINGTON | DC | 20006 | PC | GENERAL FUND | $5,000 | |
| NDRC FOUNDATION | |||||||
| 712 H STREET NW 25 | WASHINGTON | DC | 20002 | PC | GENERAL FUND | $50,000 | |
| NATIONAL VOTE AT HOME INSTITUTE | |||||||
| PO BOX 65752 | WASHINGTON | DC | 20035 | PC | GENERAL FUND | $15,000 | |
| NEIGHBOR TO NEIGHBOR EDUCATION FUND | |||||||
| PO BOX 30839 | WORCESTER | MA | 01603 | PC | GENERAL FUND | $2,500 | |
| NEIGHBORHOOD VILLAGES | |||||||
| PO BOX 240154 | BOSTON | MA | 02124 | PC | GENERAL FUND | $2,500 | |
| NEO PHILANTHROPY | |||||||
| 1001 AVE OF THE AMERICAS 12TH FLOOR | NEW YORK | NY | 10018 | PC | PROJECT SUPPORT: DEMOCRACY 2076 | $10,000 | |
| NEO PHILANTHROPY | |||||||
| 1001 AVE OF THE AMERICAS 12TH FLOOR | NEW YORK | NY | 10018 | PC | PROJECT SUPPORT: BAY STATE PROGRESS | $15,000 | |
| NEW VENTURE FUND | |||||||
| 1828 L STREET NW SUITE 300-A | WASHINGTON | DC | 20036 | PC | PROJECT SUPPORT: CENSUS EQUITY INITIATIVE | $15,000 | |
| NEW VENTURE FUND | |||||||
| 1828 L STREET NW SUITE 300-A | WASHINGTON | DC | 20036 | PC | PROJECT SUPPORT: VOTER ENGAGEMENT FUND | $25,000 | |
| OPEN MARKET INSTITUTE | |||||||
| 655 15TH ST NW | WASHINGTON | DC | 20005 | PC | GENERAL FUND | $25,000 | |
| PANORAMA GLOBAL | |||||||
| 2101 4TH AVENUE SUITE 2100 | SEATTLE | WA | 98121 | PC | PROJECT SUPPORT: RUN FOR SOMETHING CIVICS | $50,000 | |
| PATRIOTIC MILLIONAIRES RESEARCH CENTER | |||||||
| 1010 WISCONSIN AVE NW SUITE 705B | WASHINGTON | DC | 20007 | PC | GENERAL FUND | $15,000 | |
| PPFA | |||||||
| 123 WILLIAM STREET | NEW YORK | NY | 10038 | PC | GENERAL FUND | $225,000 | |
| PPGT | |||||||
| 7424 GREENVILLE AVENUE SUITE 206 | DALLAS | TX | 75231 | PC | GENERAL FUND | $10,000 | |
| PPLM | |||||||
| 1055 COMMONWEALTH AVENUE | BOSTON | MA | 02215 | PC | GENERAL FUND | $50,000 | |
| PROGRESSIVE LEADERSHIP INIT ED FUND | |||||||
| 1250 I STREET NW SUITE 330 | WASHINGTON | DC | 20005 | PC | GENERAL FUND | $5,000 | |
| PROJECT 68 EDUCATION FUND | |||||||
| 1861 NW SOUTH RIVER DRIVE UNIT | MIAMI | FL | 33125 | PC | GENERAL FUND | $10,000 | R1705 |
| PROTECT DEMOCRACY PROJECT | |||||||
| 2020 PENNSYLVANIA AVE NW | WASHINGTON | DC | 20006 | PC | GENERAL FUND | $15,000 | |
| PROTEUS FUND | |||||||
| 15 RESEARCH DRIVE SUITE B | AMHERST | MA | 01002 | PC | PROJECT SUPPORT: PIPER FUND - JUDICIAL INDEPENDENCE | $10,000 | |
| PROVIDE | |||||||
| PO BOX 8265 | ROUND ROCK | TX | 78683 | PC | GENERAL FUND | $5,000 | |
| RED WINE AND BLUE EDUCATION FUND | |||||||
| 3675 WARRENSVILLE CENTER ROAD | CLEVELAND | OH | 44120 | PC | GENERAL FUND | $35,000 | 202359 |
| REPOWER FUND | |||||||
| 2369 NICOLLET AVE SUITE 220 | MINNEAPOLIS | MN | 55408 | PC | GENERAL FUND | $2,500 | |
| REPRODUCTIVE FREEDOM FOR ALL FOUNDATION | |||||||
| 1725 EYE STREET NW SUITE 900 | WASHINGTON | DC | 20006 | PC | GENERAL FUND | $25,000 | |
| ROSE KENNEDY GREENWAY CONSERVANCY | |||||||
| 185 KNEELAND STREET | BOSTON | MA | 02111 | PC | GENERAL FUND | $1,500 | |
| ROXBURY LATIN SCHOOL | |||||||
| 101 ST THERESA AVENUE | WEST ROXBURY | MA | 02132 | PC | GENERAL FUND | $35,000 | |
| SOMOS VOTANTES EDUCATION FUND | |||||||
| 114 NORTH MAIN STREET SUITE 203 | CONCORD | NH | 03301 | PC | PROJECT SUPPORT: NORTH MAIN STREET FUND | $20,000 | |
| SOUTHERN POVERTY LAW CENTER | |||||||
| PO BOX 548 | MONTGOMERY | AL | 36101 | PC | GENERAL FUND | $5,000 | |
| SOUTHERN VISION ALLIANCE | |||||||
| PO BOX 51698 | DURHAM | NC | 27717 | PC | PROJECT SUPPORT: MOVEMENT LABS | $25,000 | |
| ST FRANCIS HOUSE | |||||||
| 39 BOYLSTON STREET | BOSTON | MA | 02116 | PC | GENERAL FUND | $1,000 | |
| STATE INNOVATION EXCHANGE | |||||||
| PO BOX 260230 | MADISON | WI | 53726 | PC | GENERAL FUND | $25,000 | |
| STATE LEADERSHIP PROJECT | |||||||
| PO BOX 223 | RALEIGH | NC | 27602 | PC | GENERAL FUND | $50,000 | |
| SUPERMAJORITY EDUCATION FUND | |||||||
| PO BOX 1014 | NEW YORK | NY | 10272 | PC | GENERAL FUND | $10,000 | |
| SUSTAINABLE MARKETS FOUNDATION | |||||||
| 40 WEST 37TH STREET SUITE 1000 | NEW YORK | NY | 10018 | PC | PROJECT SUPPORT: CONSTITUTIONAL DEMOCRACY INITIATIVE | $10,000 | |
| TAKE BACK THE COURT FOUNDATION | |||||||
| 2370 MARKET STREET 433 | SAN FRANCISCO | CA | 94114 | PC | GENERAL FUND | $25,000 | |
| TEMPLE EMANU-EL | |||||||
| 8500 HILLCREST ROAD | DALLAS | TX | 75225 | PC | GENERAL FUND | $1,000 | |
| TEXAS CIVIL RIGHTS PROJECT | |||||||
| 1405 MONTOPOLIS DR | AUSTIN | TX | 78741 | PC | GENERAL FUND | $25,000 | |
| TEXAS EQUAL ACCESS FUND | |||||||
| PO BOX 7336 | DALLAS | TX | 75222 | PC | GENERAL FUND | $2,500 | |
| TEXAS FREEDOM NETWORK EDUCATION FUND | |||||||
| PO BOX 1624 | AUSTIN | TX | 78767 | PC | GENERAL FUND | $25,000 | |
| TEXAS ORGANIZING PROJECT EDUCATION FUND | |||||||
| PO BOX 120296 | SAN ANTONIO | TX | 78212 | PC | GENERAL FUND | $25,000 | |
| THE 19TH NEWS | |||||||
| 3571 FAR WEST BLVD 3497 | AUSTIN | TX | 78731 | PC | GENERAL FUND | $20,000 | |
| THE AMERICAN INDEPENDENT FOUNDATION | |||||||
| PO BOX 44818 | WASHINGTON | DC | 20024 | PC | GENERAL FUND | $10,000 | |
| TIDES CENTER | |||||||
| 1012 TORNEY AVENUE | SAN FRANCISCO | CA | 941291755 | PC | PROJECT SUPPORT: VOICES FOR PROGRESS EDUCATION FUND | $32,500 | |
| TIDES FOUNDATION | |||||||
| PO BOX 889389 | LOS ANGELES | CA | 90088 | PC | PROJECT SUPPORT: MOVEMENT VOTER FUND | $15,000 | |
| TIDES FOUNDATION | |||||||
| PO BOX 889389 | LOS ANGELES | CA | 90088 | PC | PROJECT SUPPORT: CENTER FOR WORKING FAMILIES | $10,000 | |
| TIDES FOUNDATION | |||||||
| PO BOX 889389 | LOS ANGELES | CA | 90088 | PC | PROJECT SUPPORT: HEALTHY DEMOCRACY FUND | $5,000 | |
| TIDES FOUNDATION | |||||||
| PO BOX 889389 | LOS ANGELES | CA | 90088 | PC | PROJECT SUPPORT: SISTER DISTRICT EDCUCATION FUND | $5,000 | |
| TRUSTEES OF TUFTS UNIVERSITY | |||||||
| 150 HARRISON AVE | BOSTON | MA | 02111 | PC | PROJECT SUPPORT: TISCH COLLEGE OF CIVIC LIFE | $5,000 | |
| TURNUP ACTIVISM | |||||||
| 35 WALDEN STREET 3 | CAMBRIDGE | MA | 02140 | PC | GENERAL FUND | $5,000 | |
| ULTRAVIOLET EDUCATION FUND | |||||||
| PO BOX 92592 | WASHINGTON | DC | 92592 | PC | GENERAL FUND | $30,000 | |
| UNION STATION HOMELESS SERVICES | |||||||
| 825 E ORANGE GROVE BLVD | PASADENA | CA | 91104 | PC | GENERAL FUND | $3,000 | |
| US BRIDGE FEDERATION | |||||||
| 106 PENN COURT | GLENVIEW | IL | 60026 | PC | GENERAL FUND | $2,000 | |
| USC - SCHOOL OF DRAMATIC ARTS | |||||||
| 3716 SOUTH HOPE STREET SUITE 107 | LOS ANGELES | CA | 90089 | PC | GENERAL FUND | $10,000 | |
| VOTEORG | |||||||
| 4096 PIEDMONT AVE 368 | OAKLAND | CA | 94611 | PC | GENERAL FUND | $10,000 | |
| VOTER FORMATION PROJECT | |||||||
| 712 H ST NE PMB 41 | WASHINGTON | DC | 20002 | PC | GENERAL FUND | $50,000 | |
| VOTO LATINO FOUNDATION | |||||||
| PO BOX 35608 | WASHINGTON | DC | 20033 | PC | GENERAL FUND | $10,000 | |
| WAY TO RISE | |||||||
| 1825 K STREET NW SUITE 315 | WASHINGTON | DC | 20036 | PC | GENERAL FUND | $75,000 | |
| WBUR | |||||||
| 890 COMMONWEALTH AVE | BOSTON | MA | 02215 | PC | GENERAL FUND | $5,000 | |
| WELLESLEY COLLEGE | |||||||
| 106 CENTRAL STREET | WELLESLEY | MA | 02481 | PC | GENERAL FUND | $10,000 | |
| WELLSPRING HEALTH ACCESS | |||||||
| 712 H STREET NE SUITE 1825 | WASHINGTON | DC | 20002 | PC | GENERAL FUND | $10,000 | |
| WGBH | |||||||
| ONE GUEST STREET | BRIGHTON | MA | 02135 | PC | GENERAL FUND | $2,500 | |
| WILLIAMS COLLEGE | |||||||
| 75 PARK STREET | WILLIAMSTOWN | MA | 01267 | PC | GENERAL FUND | $10,000 | |
| WOMEN DONORS NETWORK | |||||||
| 565 COMMERCIAL STREET SUITE 300 | SAN FRANCISCO | CA | 94111 | PC | GENERAL FUND | $15,000 | |
| WOMEN DONORS NETWORK | |||||||
| 565 COMMERCIAL STREET SUITE 300 | SAN FRANCISCO | CA | 94111 | PC | PROJECT SUPPORT: ABORTION BRIDGE COLLABORATIVE FUND | $15,000 | |
| WORK MONEY FOUNDATION | |||||||
| 790 N MILWAUKEE ST SUITE 300 | MILWAUKEE | WI | 53202 | PC | GENERAL FUND | $15,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,589,000 | 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 | $1,306,729 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $8,853,971 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| FROM INVESTMENT K-1 - UBTI | 523000 | $15,285 | ||
| FROM INVESTMENT K-1 - TAX EXEMPT INCOME | $147 | |||
| FROM INVESTMENT K-1 - OTHER INCOME | $262,133 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $15,285 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $10,422,833 | ExclusionAmt |
| Related Or Exempt Function Incm | $147 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $10,438,265 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11 | LineNumberTxt |
| Relationship Statement | TAX-EXEMPT INCOME FROM INVESTMENT | RelationshipStatementTxt |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| DAIGLE TAX PREP FEES | $49,905 | $24,952 | $24,953 |
| TROVE ACCOUNTING FEES | $52,473 | $26,237 | $26,236 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INVESTMENT FUNDS | AT COST | $39,172,371 | $44,979,561 |
| JP MORGAN | AT COST | $12,139,788 | $11,898,092 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $39,404 | LegalFeesAmt |
| Net Investment Income | $39,404 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SUBSCRIPTIONS PENDING | Desc |
| BOY Book Value | $3,100,000 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FROM INVESTMENT FUND K-1 - OTHER DEDUCTIONS | $214,640 | $214,640 | $0 |
| FROM INVESTMENT FUND K-1 - INTEREST EXPENSE | $152,878 | $152,878 | $0 |
| FROM INVESTMENT FUND K-1 - NON-DEDUCTIBLE EXPENSE | $572 | $0 | $0 |
| FILING FEES | $372 | $0 | $372 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| FROM INVESTMENT K-1 - UBTI | $15,285 | $15,285 | |
| FROM INVESTMENT K-1 - TAX EXEMPT INCOME | $147 | $147 | |
| FROM INVESTMENT K-1 - OTHER INCOME | $262,133 | $262,133 | $262,133 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CREDIT CARD PAYABLE | Desc |
| BOY Book Value | $2,500 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| REGISTERED AGENT FEES | $130 | $0 | $130 |
| MANAGEMENT FEES | $162,108 | $162,108 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAXES | $92,535 | $0 | $0 |
| FROM INVESTMENT FUND K-1 - FOREIGN TAXES | $37,562 | $37,562 | $0 |