ROBERT AND VIRGINIA SHILLER FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- ROBERT AND VIRGINIA SHILLER FOUNDATION (EIN 46-0538779)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-14
- IRS object ID
- 202621349349102937
- Schema version
- 2025v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-14T12:24:12-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 881478669 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBIZ ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 LONG WHARF DRIVE | AddressLine1Txt |
| City | NEW HAVEN | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06511 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 460538779 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT AND VIRGINIA SHILLER FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SHIL | BusinessNameControlTxt |
| Phone | 2037872182 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 136 | AddressLine1Txt |
| City | BELMONT | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02478 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | VIRGINIA SHILLER | PersonNm |
| Person Title | CO-TRUSTEE | PersonTitleTxt |
| Phone | 2037872182 | PhoneNum |
| Signature | 2026-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TIMOTHY PEABODY CPA | PreparerPersonNm |
| PTIN | P01491411 | PTIN |
| Phone | 2037819600 | PhoneNum |
| Preparation | 2026-05-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | 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 | $20,079,041 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $3,783,534 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $6,864 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $6,864 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $483,904 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $483,904 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $917,262 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,036,352 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $917,262 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $5,191,564 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,408,030 | 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 |
| Accounting Fees Rev And Expnss | $4,325 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,163 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,163 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $57,203 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $57,203 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $12,965 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,156 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $491 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $27 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $74,984 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $64,549 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,163 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $740,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $740,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $815,484 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $64,549 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $742,663 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $4,376,080 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,343,481 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,389,096 | CashBOYAmt |
| Cash EOY | $4,575,194 | CashEOYAmt |
| Cash EOYFMV | $4,575,194 | CashEOYFMVAmt |
| Acct Rcvbl | $21,689 | AcctRcvblAmt |
| Acct Rcvbl BOY | $8,015 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $21,689 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $21,689 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $6,988,591 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,115,288 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $9,064,480 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $6,124,252 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $6,361,867 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $6,417,678 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $14,509,954 | TotalAssetsBOYAmt |
| Total Assets EOY | $18,074,038 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $20,079,041 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | 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 | $14,509,954 | RetainedEarningBOYAmt |
| Retained Earning EOY | $18,074,038 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $14,509,954 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $18,074,038 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $14,509,954 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $18,074,038 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $14,509,954 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $4,376,080 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $18,886,034 | SubtotalAmt |
| Other Decreases | $811,996 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $18,074,038 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| JPM X0004 | 2025-12-31 | $1,022,010 | $1,032,781 | -$10,771 | -$10,771 |
| JPM X0004 | 2025-12-31 | $939,567 | $946,066 | -$6,499 | -$6,499 |
| JPM X0004 | 2025-12-31 | $3 | $3 | $3 | |
| JPM X9005 | 2025-12-31 | $318,398 | $304,783 | $13,615 | $13,615 |
| JPM X9005 | 2025-12-31 | $162,480 | $146,142 | $16,338 | $16,338 |
| JPM X9008 | 2025-12-31 | $2,593,894 | $1,689,318 | $904,576 | $904,576 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $917,262 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $18,674 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $18,674 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $18,674 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,000 | 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 | $9,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $9,674 | 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 | CT | 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 | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | NONE | WebsiteAddressTxt |
| Individual With Books | ROBERT AND VIRGINIA SHILLER | IndividualWithBooksNm |
| Phone | 2037872182 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 136 | AddressLine1Txt |
| City | BELMONT | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02478 | 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 |
|---|---|---|---|---|---|---|---|---|
| ROBERT SHILLER | ||||||||
| PO BOX 136 | BELMONT | MA | 02478 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| VIRGINIA SHILLER | ||||||||
| PO BOX 136 | BELMONT | MA | 02478 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| DEREK SHILLER | ||||||||
| PO BOX 136 | BELMONT | MA | 02478 | TRUSTEE | 0.50 | $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 | $14,381,468 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,398,337 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,238 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $15,781,043 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $15,781,043 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $236,716 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $15,544,327 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $777,216 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $777,216 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $18,674 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $18,674 | TotalTaxAmt |
| Distributable Before Adj | $758,542 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $758,542 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $758,542 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $742,663 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $742,663 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $758,542 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $8,058 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $8,058 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $742,663 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $742,663 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $8,058 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $8,058 | 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 | $7,821 | 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 | ROBERT SHILLER | ContributingManagerNm |
| Contributing Manager | VIRGINIA SHILLER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| BRANDEIS UNIVERSITY | ||||||||
| 415 SOUTH STREET MS 126 | WALTHAM | MA | 02453 | NONE | PC | TO ASSIST THE RECIPIENT IN CARRYING OUT ITS CHARITABLE PURPOSE. | $30,000 | |
| CENTER FOR REPRODUCTIVE RIGHTS | ||||||||
| 199 WATER STREET | NEW YORK | NY | 10038 | NONE | PC | TO ASSIST THE RECIPIENT IN CARRYING OUT ITS CHARITABLE PURPOSE. | $35,000 | |
| CHILDREN'S CANCER THERAPY DEVELOPMENT INSTITUTE | ||||||||
| 12655 SW BEAVERDAM ROAD | WEST BEAVERTOWN | OR | 97005 | NONE | PC | TO ASSIST THE RECIPIENT IN CARRYING OUT ITS CHARITABLE PURPOSE. | $30,000 | |
| COMMUNITY FOUNDATION OF MIDDLESEX COUNTY | ||||||||
| 49 MAIN STREET | MIDDLETOWN | CT | 06457 | NONE | PC | TO ASSIST THE RECIPIENT IN CARRYING OUT ITS CHARITABLE PURPOSE. | $5,000 | |
| COMMUNITY INITIATIVES | ||||||||
| 1000 BROADWAY SUITE 480 | OAKLAND | CA | 94607 | NONE | PC | TO ASSIST THE RECIPIENT IN CARRYING OUT ITS CHARITABLE PURPOSE. | $5,000 | |
| GOOD FOOD INSTITUTE | ||||||||
| P O BOX 96503 PMB 42019 | WASHINGTON | DC | 200906503 | NONE | PC | TO ASSIST THE RECIPIENT IN CARRYING OUT ITS CHARITABLE PURPOSE. | $30,000 | |
| HOLE IN THE WALL GANG | ||||||||
| 555 LONG WHARF DRIVE | NEW HAVEN | CT | 06511 | NONE | PC | TO ASSIST THE RECIPIENT IN CARRYING OUT ITS CHARITABLE PURPOSE. | $5,000 | |
| LEAGUE OF WOMEN VOTERS | ||||||||
| 1730 M STREET NW SUITE 1000 | WASHINGTON | DC | 200364508 | NONE | PC | TO ASSIST THE RECIPIENT IN CARRYING OUT ITS CHARITABLE PURPOSE. | $20,000 | |
| PLANNED PARENTHOOD FEDERATION AMERICA | ||||||||
| PO BOX 97166 | WASHINGTON | DC | 97166 | NONE | PC | TO ASSIST THE RECIPIENT IN CARRYING OUT ITS CHARITABLE PURPOSE. | $35,000 | |
| PLAYERS PHILANTHROPY FUND | ||||||||
| 1122 KENILWORTH DRIVE SUITE 201 | TOWSON | MD | 21204 | NONE | PC | TO ASSIST THE RECIPIENT IN CARRYING OUT ITS CHARITABLE PURPOSE. | $5,000 | |
| PROPUBLICA | ||||||||
| 155 AVENUE OF THE AMERICAS 13TH | NEW YORK | NY | 10013 | NONE | PC | TO ASSIST THE RECIPIENT IN CARRYING OUT ITS CHARITABLE PURPOSE. | $50,000 | FLOOR |
| SOUTHPORT SCHOOL | ||||||||
| 214 MAIN STREET | SOUTHPORT | CT | 06890 | NONE | PC | TO ASSIST THE RECIPIENT IN CARRYING OUT ITS CHARITABLE PURPOSE. | $2,500 | |
| AMERICAN JOURNALISM PROJECT | ||||||||
| 6218 GEORGIA AVE NW SUITE 1-599 | WASHINGTON | DC | 200115125 | NONE | PC | TO ASSIST THE RECIPIENT IN CARRYING OUT ITS CHARITABLE PURPOSE. | $25,000 | |
| GLOBAL IMPACT | ||||||||
| 2300 N ST NW SUITE 501A | WASHINGTON | DC | 20037 | NONE | PC | TO ASSIST THE RECIPIENT IN CARRYING OUT ITS CHARITABLE PURPOSE. | $20,000 | |
| BOSTON CHILDREN'S CHORUS | ||||||||
| 186 LINCOLN ST SUITE 401 | BOSTON | MA | 02111 | NONE | PC | TO ASSIST THE RECIPIENT IN CARRYING OUT ITS CHARITABLE PURPOSE. | $3,000 | |
| PBS FOUNDATION | ||||||||
| 1225 SOUTH CLARK STREET | ARLINGTON | VA | 22202 | NONE | PC | TO ASSIST THE RECIPIENT IN CARRYING OUT ITS CHARITABLE PURPOSE. | $425,000 | |
| NHPBS | ||||||||
| 268 MAST ROAD | DURHAM | NH | 03824 | NONE | PC | TO ASSIST THE RECIPIENT IN CARRYING OUT ITS CHARITABLE PURPOSE. | $10,000 | |
| SENTIENT MEDIA | ||||||||
| 2261 MARKET STREET 86748 | SAN FRANCISCO | CA | 94114 | NONE | PC | TO ASSIST THE RECIPIENT IN CARRYING OUT ITS CHARITABLE PURPOSE. | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $740,500 | 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 | $6,864 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $483,904 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $917,262 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,408,030 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,408,030 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| ROBERT AND VIRGINIA SHILLER | |||||||
| 1 | 55 WATERTOWN STREET UNIT 460 | LEXINGTON | MA | 02421 | $1,280,000 | Yes (X) | |
| ROBERT AND VIRGINIA SHILLER | |||||||
| 2 | 55 WATERTOWN STREET UNIT 460 | LEXINGTON | MA | 02421 | $2,503,534 | Yes (X) | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 2 | ContributorNum |
| Noncash Property | SEE ATTACHMENT. | NoncashPropertyDesc |
| Fair Market Value | $2,503,534 | FairMarketValueAmt |
| Received | 2025-11-21 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,325 | Amt |
| Net Investment Income | $2,163 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,163 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | JP MORGAN #0004 | BondNm |
| EOY Book Value | $6,361,867 | EOYBookValueAmt |
| EOYFMV | $6,417,678 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| JP MORGAN #9005 | $7,113,098 | $9,060,862 |
| JP MORGAN #9008 | $2,190 | $3,618 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TO ADJUST VALUE OF CONTRIBUTED SECURITIES TO COST BASIS(FMV LESS COST BASIS) | Desc |
| Amt | $811,996 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| POST OFFICE BOX RENTAL | $464 | $0 | $0 |
| UNIT COST BASIS CHANGE | $27 | $27 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $57,203 | Amt |
| Net Investment Income | $57,203 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT AND VIRGINIA SHILLER | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 136 | AddressLine1Txt |
| City | BELMONT | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02478 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX | $7,809 | $0 | $0 |
| FOREIGN TAX | $5,156 | $5,156 | $0 |