RUDERMAN FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- RUDERMAN FAMILY FOUNDATION (EIN 04-3334973)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-25
- IRS object ID
- 202503299349100205
- 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 Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-25T13:03:41-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 050409384 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KAHN LITWIN RENZA & CO LTD | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 99 SUMMER STREET SUITE 520 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | 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 | 043334973 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RUDERMAN FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RUDE | BusinessNameControlTxt |
| Phone | 6175599919 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 590100 716 BEACON STREET | AddressLine1Txt |
| City | NEWTON CENTER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02459 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAY RUDERMAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6175599919 | PhoneNum |
| Signature | 2025-11-25 | 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 | PAUL NADEAU | PreparerPersonNm |
| PTIN | P01406554 | PTIN |
| Phone | 6172368098 | PhoneNum |
| Preparation | 2025-11-21 | 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 | $176,690,515 | 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 | $11,726 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $11,726 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $6,299,512 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6,299,512 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,385,988 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $34,012,142 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,385,988 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $8,697,226 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $8,697,226 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $682,348 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $614,113 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $669,309 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $602,378 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $277,764 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $249,988 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $127,268 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $114,541 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $113,351 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $113,351 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $278,987 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $31,784 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $83,205 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $23,079 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $23,079 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $20,185 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $18,166 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,459,580 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,440,464 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,651,871 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $145,135 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,145,934 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,951,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,951,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $9,603,371 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $145,135 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $9,097,434 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$906,145 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $8,552,091 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $3,327,028 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $8,691,516 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $8,691,516 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $121,376,151 | CorporateStockBOYAmt |
| Corporate Stock EOY | $118,496,885 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $130,117,181 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $39,936,624 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $36,435,425 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $37,881,818 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $164,639,803 | TotalAssetsBOYAmt |
| Total Assets EOY | $163,623,826 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $176,690,515 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $18,744 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $7,510 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $18,744 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $7,510 | 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 | $164,621,059 | RetainedEarningBOYAmt |
| Retained Earning EOY | $163,616,316 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $164,621,059 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $163,616,316 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $164,639,803 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $163,623,826 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $164,621,059 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$906,145 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $163,714,914 | SubtotalAmt |
| Other Decreases | $98,598 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $163,616,316 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| MERRILL #4E58- DETAILS AVAILABLE UPON REQUEST | P | 2024-12-31 | $7,069,282 | $6,791,924 | $277,358 | $277,358 |
| MERRILL #4E58- DETAILS AVAILABLE UPON REQUEST | P | 2024-12-31 | $26,348,884 | $24,248,230 | $2,100,654 | $2,100,654 |
| MERRILL #2J28- DETAILS AVAILABLE UPON REQUEST | P | 2024-12-31 | $586,000 | $586,000 | $0 | $0 |
| CAPITAL GAINS DIVIDENDS | P | $7,976 | $7,976 | $7,976 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,385,988 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $118,874 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $118,874 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $118,874 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $100,784 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $80,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $180,784 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $61,910 | OverpaymentAmt |
| Applied To ES Tax | $61,910 | 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 | 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 |
| 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.RUDERMANFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | JAY RUDERMAN | IndividualWithBooksNm |
| Phone | 6175599919 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 590100 716 BEACON STREET | AddressLine1Txt |
| City | NEWTON CENTER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02459 | 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 | Yes (1) | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| 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 (7 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 |
|---|---|---|---|---|---|---|---|---|
| JAY SETH RUDERMAN | ||||||||
| PO BOX 590100 716 BEACON STREET | NEWTON CENTER | MA | 02459 | PRESIDENT & TRUSTEE | 50.00 | $330,424 | $38,037 | $0 |
| SHARON ELLEN SHAPIRO | ||||||||
| PO BOX 590100 716 BEACON STREET | NEWTON CENTER | MA | 02459 | COMMUNITY LIAISON & TRUSTEE | 30.00 | $125,724 | $37,862 | $0 |
| TODD ADAM RUDERMAN | ||||||||
| PO BOX 590100 716 BEACON STREET | NEWTON CENTER | MA | 02459 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| MARCIA RUDERMAN | ||||||||
| PO BOX 590100 716 BEACON STREET | NEWTON CENTER | MA | 02459 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| LAWRENCE JACOBS | ||||||||
| PO BOX 590100 716 BEACON STREET | NEWTON CENTER | MA | 02459 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| SHIRA RUDERMAN | ||||||||
| PO BOX 590100 716 BEACON STREET | NEWTON CENTER | MA | 02459 | EXECUTIVE DIRECTOR | 40.00 | $226,200 | $677 | $0 |
| HANNA SHAUL BAR NISSIM | ||||||||
| PO BOX 590100 716 BEACON STREET | NEWTON CENTER | MA | 02459 | DEPUTY DIRECTOR | 40.00 | $175,405 | $48,658 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| MICHELLE ZEITLER | ||||||||
| PO BOX 590100 716 BEACON STREET | NEWTON CENTER | MA | 02459 | PROGRAM OFFICER | 40.00 | $112,265 | $28,070 | $0 |
| YEHUDA OZALVO | ||||||||
| PO BOX 590100 716 BEACON STREET | NEWTON CENTER | MA | 02459 | PRODUCTION/CONTENT M | 40.00 | $87,980 | $25,699 | $0 |
| JIM LOPEZ ESCOBAR | ||||||||
| PO BOX 590100 716 BEACON STREET | NEWTON CENTER | MA | 02459 | ADMINISTRATIVE/OPERA | 40.00 | $98,326 | $13,769 | $0 |
| LATOYA ROWELL | ||||||||
| PO BOX 590100 716 BEACON STREET | NEWTON CENTER | MA | 02459 | EXECUTIVE ASSISTANT | 40.00 | $85,190 | $1,053 | $0 |
| EMMA FORMAN | ||||||||
| PO BOX 590100 716 BEACON STREET | NEWTON CENTER | MA | 02459 | PROGRAM ASSOCIATE | 40.00 | $55,583 | $12,794 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| POD PEOPLE | |||||
| 7190 W SUNSET BLVD 16D | LOS ANGELES | CA | 90046 | PODCASTING & MARKETING | $523,431 |
| KAHN LITWIN RENZA & CO LTD | |||||
| 951 NORTH MAIN STREET | PROVIDENCE | RI | 02904 | ACCOUNTING AND TAX | $127,268 |
| MERRILL LYNCH PIERCE FENNER & SMITH INC | |||||
| 1500 AMERICAN BLVD | PENNINGTON | NJ | 085344129 | INVESTMENT ADVISORY | $113,351 |
| J CUBED PUBLIC RELATIONS LLC | |||||
| 68 3RD ST | NEW YORK | NY | 11231 | PODCAST PUBLIC RELATIONS | $84,080 |
| EKARU | |||||
| 319 LITTLETON RD SUITE 105 | WESTFORD | MA | 01886 | COMPUTER SUPPORT | $73,597 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | AN AGREEMENT TO FINANCE A DOCUMENTARY FILM PROJECT FOCUSED ON SOCIAL JUSTICE. | Description1Txt |
| Expenses1 | $146,600 | Expenses1Amt |
| Total | $146,600 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $167,993,677 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $7,218,503 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $175,212,180 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $175,212,180 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,628,183 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $172,583,997 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $8,629,200 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $8,629,200 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $118,874 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $118,874 | TotalTaxAmt |
| Distributable Before Adj | $8,510,326 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $8,510,326 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $8,510,326 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $9,097,434 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $146,600 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $9,244,034 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $8,510,326 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,066,833 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $9,244,034 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,066,833 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $8,177,201 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $333,125 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SHARON E SHAPIRO | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 590100 716 BEACON STREET | AddressLine1Txt |
| City | NEWTON CENTER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02459 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6175999919 | RecipientPhoneNum |
| Form And Info And Materials | NOT APPLICABLE | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | ORGANIZATIONS MUST QUALIFY UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (43 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ACADEMY FOUNDATION | |||||||||||
| 8949 WILSHIRE BLVD | BEVERLY HILLS | CA | 90211 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $205,000 | ||||
| AMERICAN ASSOCIATION OF COLLEGES AND UNIVERSITIES (LEARNINGWELL) | |||||||||||
| 1818 R ST NW | WASHINGTON | DC | 20009 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $90,000 | ||||
| AMERICAN FRIENDS OF TEL AVIV UNIVERSITY | |||||||||||
| 39 BROADWAY SUITE 1510 | NEW YORK | NY | 10006 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $155,000 | ||||
| AMERICAN SOCIETY OF THE UNIV OF HAIFA | |||||||||||
| 57 WEST 57TH STREET STE 300 | NEW YORK | NY | 10019 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $400,000 | ||||
| ANDREA BOCELLI FOUNDATION | |||||||||||
| NONE | PUBLIC CHARITY | GENERAL PURPOSE | $100,000 | PIAZZA SAN FIRENZE 5 | FIRENZE | IT | 50122 | ||||
| ASSN OF UNIV CTRS ON DISABILITIES (AUCD) | |||||||||||
| 1100 WAYNE AVE SUITE 1000 | SILVER SPRING | MD | 20910 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $2,000 | ||||
| BAMIDBAR | |||||||||||
| 300 S DAHLIA ST SUITE 205 | DENVER | CO | 80246 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $185,000 | ||||
| BEKER FOUNDATION | |||||||||||
| 204 COMMONWEALTH AVE | BOSTON | MA | 02116 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $25,000 | ||||
| BOSTON CHILDREN'S HOSPITAL | |||||||||||
| 300 LONGWOOD AVE | BOSTON | MA | 02115 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $72,000 | ||||
| BOSTON COMMUNITY PEDIATRICS | |||||||||||
| 527 ALBANY ST SUITE 200 | BOSTON | MA | 02118 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $2,500 | ||||
| BOSTON UNIVERSITY | |||||||||||
| ONE SILBER WAY | BOSTON | MA | 02215 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $40,000 | ||||
| BRANDEIS UNIVERSITY | |||||||||||
| PO BOX 549110 | WALTHAM | MA | 02454 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 | ||||
| CHEBRA AGUDAS ACHIM CHESED SHEL EMETH HEBREW FREE BURIAL ASSOCIATION INC | |||||||||||
| 125 MAIDEN LANE UNIT 5B | NEW YORK | NY | 10038 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $25,000 | ||||
| COMBINED JEWISH PHILANTHROPIES | |||||||||||
| 126 HIGH STREET | BOSTON | MA | 02110 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $51,800 | ||||
| CONFERENCE OF PRESIDENTS OF MAJOR AMERICAN JEWISH ORGANIZATIONS FUND | |||||||||||
| 633 THIRD AVENUE 21ST FLOOR | NEW YORK | NY | 10017 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $15,000 | ||||
| DISABILITY LAW CENTER | |||||||||||
| 11 BEACON STREET SUITE 925 | BOSTON | MA | 02108 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $1,000 | ||||
| DISABILITY RIGHTS INTERNATIONAL | |||||||||||
| 1050 CONNECTICUT AVE NW STE 500 | WASHINGTON | DC | 20036 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 | ||||
| EASTERSEALS SOUTHERN CALIFORNIA | |||||||||||
| 1063 MCGAW AVENUE SUITE 100 | IRVINE | CA | 92614 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $2,500 | ||||
| GEENA DAVIS INSTITUTE ON GENDER IN MEDIA | |||||||||||
| 4712 ADMIRALTY WAY SUITE 455 | MARINA DEL RAY | CA | 90292 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $82,200 | ||||
| GLOBAL GIFT FOUNDATION OF AMERICA (CASA NGELES) | |||||||||||
| 269 SOUTH BEVERLY DRIVE UNIT 820 | BEVERLY HILLS | CA | 90212 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $50,000 | ||||
| HEBREW SENIORLIFE | |||||||||||
| 1200 CENTRE STREET | BOSTON | MA | 02131 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $100,000 | ||||
| HOLOCAUST LEGACY FOUNDATION | |||||||||||
| POST OFFICE BOX 170123 | BOSTON | MA | 02116 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $20,000 | ||||
| ISRAELI AMERICAN COUNCIL | |||||||||||
| 1320 CENTRE STREET 301 | NEWTON | MA | 02459 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $1,000 | ||||
| JEWISH FEDERATION OF GREATER WASHINGTON INC | |||||||||||
| 6101 EXECUTIVE BLVD SUITE 200 | NORTH BETHESDA | MD | 20852 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $20,000 | ||||
| JEWISH FUNDERS NETWORK | |||||||||||
| 150 WEST 30TH ST | NEW YORK | NY | 10001 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 | ||||
| JEWISH JOURNAL | |||||||||||
| PO BOX 2089 | SALEM | MA | 01970 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 | ||||
| JEWISH NATIONAL FUND | |||||||||||
| 78 RANDALL AVENUE | ROCKVILLE CENTER | NY | 11570 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $150,000 | ||||
| LENNY LEARNING INC | |||||||||||
| 169 MADISON AVE | NEW YORK | NY | 10016 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $50,000 | ||||
| LITERACY PARTNERS | |||||||||||
| 75 MAIDEN LN 1102 | NEW YORK | NY | 10038 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $20,000 | ||||
| MERONA LEADERSHIP FOUNDATION | |||||||||||
| 15910 VENTURA BLVD SUITE 700 | ENCINO | CA | 91436 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 | ||||
| NEW META ENTERTAINMENT INC (NME) | |||||||||||
| 25 LAFAYETTE ST | NEWARK | NJ | 07102 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $200,000 | ||||
| NEWFILMMAKERS LA (SCRIPTED ISRAEL) | |||||||||||
| 1438 N GOWER ST BOX 83 | HOLLYWOOD | CA | 90028 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $100,000 | ||||
| NORTHEASTERN UNIVERSITY | |||||||||||
| 716 COLUMBUS AVENUE SUITE 402 | BOSTON | MA | 02120 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 | ||||
| PRIZMAH CENTER FOR JEWISH EDUCATION | |||||||||||
| 25 BROADWAY SUITE 1700 | NEW YORK | NY | 10004 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $45,000 | ||||
| RUDERMAN FAMILY FOUNDATION ISRAEL (AMUTAH) | |||||||||||
| NONE | OTHER | GENERAL PURPOSE | $3,000,000 | 12 ELI HOROVITZ | REHOVOT | IS | |||||
| SHRINER'S CHILDREN BOSTON | |||||||||||
| 51 BLOSSOM ST | BOSTON | MA | 02114 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $1,000 | ||||
| THE GIVING BACK FUND | |||||||||||
| 500 COMMERCIAL STREET SUITE 4R | BOSTON | MA | 02109 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $200,000 | ||||
| THE HEALING OF THE WOUNDS OF THE WAR IN UKRAINE FUND | |||||||||||
| 810 NORTH FRANKLIN STREET | PHILADELPHIA | PA | 19123 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $1,000 | ||||
| THE INTERMARIUM FOUNDATION | |||||||||||
| 715 BROAD ST | PERKASIE | PA | 18944 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 | ||||
| THE PRINCETON REVIEW - TPR EDUCATION | |||||||||||
| 1320 CENTRE ST SUITE 400 | NEWTON CENTER | MA | 02459 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $132,000 | ||||
| UNION OF ORTHODOX JEWISH CONG AMERICA | |||||||||||
| 40 RECTOR STREET 4TH FLOOR | NEW YORK | NY | 10006 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $100,000 | ||||
| US INTL COUNCIL ON DISABILITIES | |||||||||||
| 2013 H STREET NW 2ND FLOOR | WASHINGTON | DC | 20006 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $2,500 | ||||
| WILLIAM JAMES COLLEGE | |||||||||||
| 1 WELLS AVENUE | NEWTON | MA | 02459 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $250,000 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,951,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $11,726 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,299,512 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,385,988 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $8,697,226 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $8,697,226 | 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 | ACCOUNTING FEES | CategoryTxt |
| Amt | $127,268 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $114,541 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $118,496,885 | EOYBookValueAmt |
| EOYFMV | $130,117,181 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| EXCHANGE TRADED FUNDS | AT COST | $35,518,823 | $36,965,216 |
| CONVERTIBLE NOTE - THE AFFINITY PROJECT | AT COST | $200,002 | $200,002 |
| CONVERTIBLE NOTE - ANGEL SENSE LTD | AT COST | $370,000 | $370,000 |
| PROGRAM RELATED INVESTMENTS | AT COST | $346,600 | $346,600 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD TIMING ADJUSTMENT | Desc |
| Amt | $98,598 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| COMPUTER SERVICES | $122,761 | $0 | $110,485 |
| DUES AND SUBSCRIPTIONS | $11,000 | $0 | $9,900 |
| PROGRAM DEVELOPMENT & STRATEGY | $83,192 | $0 | $83,192 |
| INSURANCE | $11,404 | $0 | $10,263 |
| OFFICE EXPENSE | $39,613 | $0 | $35,652 |
| ORGANIZATIONAL DEVELOPMENT | $2,464 | $0 | $2,464 |
| PROGRAM EXPENSES AND MATERIALS | $1,182,762 | $0 | $1,182,762 |
| PAYROLL SERVICE | $6,384 | $0 | $5,746 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CREDIT CARD PAYABLE | Desc |
| BOY Book Value | $18,744 | BOYBookValueAmt |
| EOY Book Value | $7,510 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $113,351 | Amt |
| Net Investment Income | $113,351 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $31,784 | $31,784 | $0 |
| PAYROLL TAXES | $91,894 | $0 | $82,705 |
| FEDERAL & STATE TAXES | $155,309 | $0 | $500 |