SAMUEL RUBIN FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- SAMUEL RUBIN FOUNDATION INC (EIN 13-6164671)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2025-11-14
- IRS object ID
- 202513189349104031
- 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 Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-14T14:48:00-06:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 273396508 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LORING WOLCOTT & COOLIDGE TRUST LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 230 CONGRESS STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021102437 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136164671 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SAMUEL RUBIN FOUNDATION INC | BusinessNameLine1Txt |
| Business Name Line2 | C/O LORING WOLCOTT & COOLIDGE | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SAMU | BusinessNameControlTxt |
| Phone | 6175470444 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 230 CONGRESS STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JUDITH WEISS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6175470444 | PhoneNum |
| Signature | 2025-11-14 | 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 | KAYLA G GIANATASIO | PreparerPersonNm |
| PTIN | P02069248 | PTIN |
| Phone | 6175236531 | PhoneNum |
| Preparation | 2025-11-14 | PreparationDt |
| 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 | $12,959,741 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $82,374 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $82,374 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $122,137 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $121,632 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $206,015 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,054,205 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $206,015 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $410,526 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $410,021 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $38,367 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $1,918 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $36,449 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $43,055 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $43,055 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $8,413 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $193 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $8,220 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $75,829 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $75,829 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $15,241 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,613 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $6,669 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $406 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $406 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $18,853 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,397 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $14,456 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $204,164 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $87,950 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $110,255 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $650,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $650,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $854,164 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $87,950 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $760,255 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$443,638 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $322,071 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $13,418 | CashBOYAmt |
| Cash EOY | $30,011 | CashEOYAmt |
| Cash EOYFMV | $30,011 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $248,461 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,033,141 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,033,141 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $1,699 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $4,812 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $4,812 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $2,290,802 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,473,290 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,488,505 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $6,121,397 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,690,885 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $10,403,272 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $19,931 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $19,931 | LandBldgEquipAccumDeprecAmt |
| Total Assets BOY | $8,675,777 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,232,139 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $12,959,741 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $11,353,927 | CapitalStockBOYAmt |
| Capital Stock EOY | $11,353,927 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$2,678,150 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$3,121,788 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,675,777 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,232,139 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,675,777 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,232,139 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,675,777 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$443,638 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $8,232,139 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,232,139 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| LWC: PUBLIC SECURITIES | $2,599,856 | $2,596,180 | $3,676 | $3,676 |
| LWC: PUBLIC SECURITIES | $1,454,349 | $1,252,010 | $202,339 | $202,339 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $206,015 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,477 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,477 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,477 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,360 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $3,360 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $1,117 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NY | 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 | WWW.SAMUELRUBINFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | JUDITH WEISS | IndividualWithBooksNm |
| Phone | 6175470444 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 401025 1953 MASS AVE | AddressLine1Txt |
| City | CAMBRIDGE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02140 | 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 | 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| JUDITH WEISS | ||||||||
| PO BOX 401025 1953 MASS AVE | CAMBRIDGE | MA | 02140 | PRESIDENT | 20.00 | $38,367 | $3,865 | $0 |
| PETER WEISS | ||||||||
| PO BOX 401025 1953 MASS AVE | CAMBRIDGE | MA | 02140 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| TAMARA WEISS | ||||||||
| PO BOX 401025 1953 MASS AVE | CAMBRIDGE | MA | 02140 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| DANIEL WEISS | ||||||||
| PO BOX 401025 1953 MASS AVE | CAMBRIDGE | MA | 02140 | CHAIR/TREASURER | 1.00 | $0 | $0 | $0 |
| CORA WEISS | ||||||||
| PO BOX 401025 1953 MASS AVE | CAMBRIDGE | MA | 02140 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| 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 | $12,074,406 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,044,473 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $13,118,879 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $13,118,879 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $196,783 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $12,922,096 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $646,105 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $646,105 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,477 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,477 | TotalTaxAmt |
| Distributable Before Adj | $641,628 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $641,628 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $641,628 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $760,255 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $760,255 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $641,628 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $32,607 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $26,717 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $103,035 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $55,069 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $217,428 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $760,255 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $641,628 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $118,627 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $336,055 | 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 | $32,607 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $303,448 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $26,717 | ExcessFromYear3Amt |
| Excess From Year2 | $103,035 | ExcessFromYear2Amt |
| Excess From Year1 | $55,069 | ExcessFromYear1Amt |
| Excess From Current Year | $118,627 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (36 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AJ MUSTE FOUNDATION FOR PEACE AND JUSTICE | |||||||
| 55 EXCHANGE PL SUITE 405 | NEW YORK | NY | 10005 | NONE | PC | GENERAL SUPPORT | $15,000 |
| AMERICAN FRIENDS OF COMBATANTS FOR PEACE | |||||||
| 48 WALL STREET SUITE 1100 | NEW YORK | NY | 10005 | NONE | PC | GENERAL SUPPORT | $20,000 |
| AMERICAN FRIENDS OF THE PARENTS CIRCLE - FAMILIES FORUM | |||||||
| 2248 BROADWAY 1531 | NEW YORK | NY | 10024 | NONE | PC | GENERAL SUPPORT | $20,000 |
| ARMS CONTROL ASSOCIATION | |||||||
| 1200 18TH ST NW SUITE 1175 | WASHINGTON | DC | 20036 | NONE | PC | GENERAL SUPPORT | $5,000 |
| CENTER FOR CONSTITUTIONAL RIGHTS | |||||||
| 666 BROADWAY 7TH FL | NEW YORK | NY | 10012 | NONE | PC | GENERAL SUPPORT | $60,000 |
| CENTER FOR JUSTICE & ACCOUNTABILITY | |||||||
| 268 BUSH STREET 3432 | SAN FRANCISCO | CA | 94104 | NONE | PC | GENERAL SUPPORT | $20,000 |
| COLLECTIVE POWER FOR REPRODUCTIVE JUSTICE | |||||||
| 893 WEST STREET | AMHERST | MA | 01002 | PC | GENERAL SUPPORT | $20,000 | |
| DEMOCRACY NOW | |||||||
| 207 WEST 25TH ST 11TH FL | NEW YORK | NY | 10001 | NONE | PC | GENERAL SUPPORT | $20,000 |
| DOWNTOWN COMMUNITY TELEVISION CENTER | |||||||
| 87 LAFAYETTE STREET | NEW YORK | NY | 10013 | NONE | PC | YOUTH EDUCATION | $60,000 |
| FREE THE HLF HUMANITARIANS INC | |||||||
| 8711 SAN LEANDRO DR | DALLAS | TX | 75218 | NONE | PC | GENERAL SUPPORT | $2,500 |
| GLBTQ LEGAL ADVOCATES & DEFENDERS INC | |||||||
| 18 TREMONT ST STE 950 | BOSTON | MA | 02108 | NONE | PC | GENERAL SUPPORT | $5,000 |
| GLOBAL ACTION FOR TRANS EQUALITY | |||||||
| 580 5TH AVE SUITE 820 | NEW YORK | NY | 10036 | NONE | PC | GENERAL SUPPORT | $5,000 |
| GLOBAL KIDS | |||||||
| 102 MADISON AVENUE 2ND FLOOR | NEW YORK | NY | 10016 | NONE | PC | YOUTH EDUCATION | $25,000 |
| GLOBAL NETWORK OF WOMEN PEACEBUILDERS | |||||||
| 777 UN PLAZA SUITE 11-E | NEW YORK | NY | 10017 | NONE | PC | GENERAL SUPPORT AND EDUCATION | $60,000 |
| GRASSROOTS INTERNATIONAL | |||||||
| 179 BOYLSTON ST 4TH FL | BOSTON | MA | 02130 | NONE | PC | GENERAL SUPPORT | $35,000 |
| HISTORIC NORTHAMPTON | |||||||
| 46 BRIDGE ST | NORTHAMPTON | MA | 010602406 | NONE | PC | GENERAL SUPPORT | $1,500 |
| INSTITUTE FOR POLICY STUDIES | |||||||
| 1301 CONNECTICUT AVE NW STE 600 | WASHINGTON | DC | 20036 | NONE | PC | GENERAL SUPPORT | $1,000 |
| LAWYERS COMMITTEE ON NUCLEAR POLICY | |||||||
| 347 FIFTH AVENUE SUITE 1402-381 | NEW YORK | NY | 10016 | NONE | PC | GENERAL SUPPORT | $10,000 |
| LIBERTY HILL FOUNDATION | |||||||
| 1001 WILSHIRE BOULEVARD PMB 2170 | LOS ANGELES | CA | 90017 | NONE | PC | DOCUMENTARY FILM | $2,500 |
| MABEL CENTER FOR IMMIGRANT JUSTICE | |||||||
| 200 PORTLAND STREET 5TH FLOOR | BOSTON | MA | 02114 | NONE | PC | GENERAL SUPPORT | $20,000 |
| MASSACHUSETTS PEACE ACTION EDUCATION FUND | |||||||
| 11 GARDEN ST | CAMBRIDGE | MA | 021383605 | NONE | PC | GENERAL SUPPORT | $2,500 |
| NATIONAL PEACE ACADEMY | |||||||
| PO BOX 21155 | SOUTH EUCLID | OH | 44121 | NONE | PC | GENERAL SUPPORT | $10,000 |
| NEW ISRAEL FUND | |||||||
| PO BOX 70358 | PHILADELPHIA | PA | 191760358 | NONE | PC | GENERAL SUPPORT | $40,000 |
| NEW JEWISH NARRATIVE | |||||||
| 1320 19TH ST NW STE 400 | WASHINGTON | DC | 200361635 | NONE | PC | GENERAL SUPPORT | $45,000 |
| NORTHEAST NATIVE NETWORK OF KINSHIP AND HEALING INCORPORATED | |||||||
| PO BOX 2236 | VINEYARD HAVEN | MA | 02568 | NONE | PC | GENERAL SUPPORT | $5,000 |
| NORTHWEST BRONX COMMUNITY & CLERGY COALITION | |||||||
| 103 E 196TH ST | BRONX | NY | 10468 | NONE | PC | GENERAL SUPPORT | $5,000 |
| NURSES FOR SEXUAL & REPRODUCTIVE HEALTH | |||||||
| 2395 UNIVERSITY AVE W STE 312 | SAINT PAUL | MN | 55114 | NONE | PC | GENERAL SUPPORT | $20,000 |
| PEACE ACTION FUND OF NEW YORK STATE INC | |||||||
| CHURCH STREET STATION PO BOX 3357 | NEW YORK | NY | 100083357 | NONE | PC | GENERAL SUPPORT | $20,000 |
| QUINCY INSTITUTE FOR RESPONSIBLE STATECRAFT | |||||||
| 2000 PENNSYLVANIA AVE 7000 | WASHINGTON | DC | 20005 | NONE | PC | GENERAL SUPPORT | $10,000 |
| SOJOURNER TRUTH SCHOOL FOR SOCIAL JUSTICE LEADERSHIP | |||||||
| 649 STATE STREET | SPRINGFIELD | MA | 01109 | NONE | PC | GENERAL SUPPORT | $10,000 |
| TIDES CENTER | |||||||
| PO BOX 29198 | SAN FRANCISCO | CA | 941290198 | NONE | PC | GENERAL SUPPORT | $20,000 |
| TIDES FOUNDATION | |||||||
| PO BOX 889389 | LOS ANGELES | CA | 900889389 | NONE | PC | VOTER REGISTRATION | $10,000 |
| T'RUAH | |||||||
| 266 WEST 37TH ST STE 803 | NEW YORK | NY | 10018 | NONE | PC | GENERAL SUPPORT | $20,000 |
| WOMEN IN FILM AND VIDEO | |||||||
| 1200 18TH STREET NW SUITE 300 | WASHINGTON | DC | 20036 | NONE | PC | DOCUMENTARY FILM | $5,000 |
| WOMEN'S INTERNATIONAL NETWORK FOR GUATEMALAN SOLUTIONS INC | |||||||
| PO BOX 561678 | DENVER | CO | 80256 | NONE | PC | GENERAL SUPPORT | $10,000 |
| WOMEN'S JUSTICE INITIATIVE | |||||||
| PO BOX 1043 | PUEBLO | CO | 81002 | NONE | PC | GENERAL SUPPORT | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $650,000 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GLOBAL NETWORK OF WOMEN PEACEBUILDERS | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 777 UN PLAZA SUITE 11-E | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | EDUCATION | GrantOrContributionPurposeTxt |
| Amt | $30,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $30,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $82,374 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $122,137 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $206,015 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $410,526 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $410,526 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LWC | CategoryTxt |
| Amt | $4,000 | Amt |
| Net Investment Income | $3,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,000 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (31 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 2,550 SHS NVIDIA CORP | $67,076 | $402,875 |
| 2,515 SHS TRADE DESK INC. | $47,702 | $181,055 |
| 270 SHS ALIGN TECHNOLOGY | $55,780 | $51,119 |
| 945 SHS VISA INC. | $88,205 | $335,522 |
| 450 SHS SYNOPSYS INC | $239,945 | $230,706 |
| 985 SHS VEEVA SYSTEMS | $197,657 | $283,660 |
| 450 SHS SERVICENOW INC. | $111,915 | $462,636 |
| 1,145 SHS NXP SEMICONDUCTORS | $127,073 | $250,171 |
| 200 SHS ASM LITHOGRAPHY HLDG N V | $135,419 | $160,278 |
| 700 SHS HOME DEPOT INC. | $129,894 | $256,648 |
| 165 SHS REGENERON PHAR | $140,606 | $86,625 |
| 495 SHS IDEXX LABS | $130,529 | $265,488 |
| 475 SHS COSTCO WHOLESALE CORP | $163,601 | $470,222 |
| 1,555 SHS MICROSOFT CORP | $185,508 | $773,473 |
| 3,000 SHS ALPHABET INC CLASS A | $187,507 | $528,690 |
| 400 SHS ROPER INDUSTRIES INC. | $137,284 | $226,736 |
| 815 SHS ADOBE SYSTEM | $251,640 | $315,307 |
| 4,355 SHS HA SUSTAINABLE INFRASTRUCTURE CAPITAL INC | $208,673 | $116,975 |
| 2,600 SHS APPLE INC. | $210,967 | $533,442 |
| 2,230 SHS CANADIAN NATIONAL RAILWAY | $213,496 | $232,009 |
| 1,400 SHS DANAHER CORP SHS | $215,457 | $276,556 |
| 2,470 SHS AMAZON.COM | $217,174 | $541,893 |
| 750 SHS WEX INC. | $119,977 | $110,168 |
| 680 SHS THERMO FISHER SCIENTIFIC INC. | $222,905 | $275,713 |
| 1,120 SHS MASTERCARD INC. | $231,029 | $629,373 |
| 2,400 SHS STARBUCKS CORP | $204,629 | $219,912 |
| 825 SHS INTUIT | $305,471 | $649,795 |
| 1,155 SHS STRYKER CORP | $241,892 | $456,953 |
| 1,505 SHS AMERICAN TOWER CORP | $294,422 | $332,635 |
| 2,465 SHS FISERV INC. | $264,944 | $424,991 |
| 1,390 SHS PAYCOM SOFTWARE | $342,508 | $321,646 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,473,290 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,488,505 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK SERVICE CHARGES | $150 | $0 | $150 |
| DUES | $2,293 | $573 | $1,720 |
| INSURANCE | $3,923 | $981 | $2,942 |
| MEALS | $251 | $0 | $251 |
| MISCELLANEOUS | $40 | $0 | $40 |
| OFFICE EXPENSES | $1,809 | $452 | $1,357 |
| PAYROLL FEES | $1,801 | $450 | $1,351 |
| POSTAGE | $528 | $132 | $396 |
| REPRESENTATION | $145 | $36 | $109 |
| SOFTWARE EXPENSE | $7,093 | $1,773 | $5,320 |
| STATE FILING FEES | $820 | $0 | $820 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LWC | CategoryTxt |
| Amt | $75,829 | Amt |
| Net Investment Income | $75,829 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $2,262 | $2,262 | $0 |
| PAYROLL TAX | $7,020 | $351 | $6,669 |
| 2023 FEDERAL EXCISE TAX | $2,599 | $0 | $0 |
| 2024 FEDERAL EXCISE ESTIMATED TAX | $3,360 | $0 | $0 |