RITTVO FAMILY FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- RITTVO FAMILY FOUNDATION (EIN 27-4075576)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-14
- IRS object ID
- 202631349349104318
- 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
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-14T14:24:21-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BDO USA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 PARK AVENUE 38TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10166 | 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 | 274075576 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE RITTVO FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % STEVEN RITTVO | InCareOfNm |
| Business Name Control | RITT | BusinessNameControlTxt |
| Phone | 9709271400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 231 MIDLAND AVENUE 204 | AddressLine1Txt |
| City | BASALT | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 81621 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Steven Rittvo | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 9709271400 | PhoneNum |
| Signature | 2026-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Sandra Eisele | PreparerPersonNm |
| PTIN | P00236683 | PTIN |
| Phone | 2128858000 | 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 | $542,003 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $8,030 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $8,030 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $19,679 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $329,405 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $19,679 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $27,709 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $27,709 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $3,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,500 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $500 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $500 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,500 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,500 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,000 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $84,368 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $84,368 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $87,868 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,500 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $86,368 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$60,159 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $26,209 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $5,477 | CashBOYAmt |
| Cash EOY | $110 | CashEOYAmt |
| Cash EOYFMV | $110 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $44,235 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $88,669 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $88,669 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $503,139 | CorporateStockBOYAmt |
| Corporate Stock EOY | $362,572 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $780,291 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $21,837 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $21,590 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,229 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | -$124,918 | OtherAssetsBOYAmt |
| Other Assets EOY | -$83,812 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | -$330,296 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $449,770 | TotalAssetsBOYAmt |
| Total Assets EOY | $389,129 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $542,003 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $449,770 | RetainedEarningBOYAmt |
| Retained Earning EOY | $389,129 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $449,770 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $389,129 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $449,770 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $389,129 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $449,770 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$60,159 | ExcessRevenueOverExpensesAmt |
| Subtotal | $389,611 | SubtotalAmt |
| Other Decreases | $482 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $389,129 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES LLC #Z40-295 | 2024-01-01 | 2025-12-31 | $176,422 | $139,347 | $37,075 | $37,075 |
| NATIONAL FINANCIAL SERVICES LLC #Z40-295 | 2025-01-01 | 2025-12-31 | $152,983 | $170,379 | -$17,396 | -$17,396 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $19,679 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $364 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $364 | SubtotalAmt |
| Tax Based On Investment Income | $364 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $773 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $773 | TotalPaymentsAndCreditsAmt |
| Overpayment | $409 | OverpaymentAmt |
| Applied To ES Tax | $409 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CO | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEVEN RITTVO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9709271400 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 231 MIDLAND AVENUE 204 | AddressLine1Txt |
| City | Basalt | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 81621 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| STEVEN RITTVO | ||||||||
| 231 MIDLAND AVENUE 204 | BASALT | CO | 81621 | PRESIDENT | 0.5 | $0 | $0 | $0 |
| LEE RITTVO | ||||||||
| 231 MIDLAND AVENUE 204 | BASALT | CO | 81621 | TREASURER | 0.1 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $448,916 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $115,751 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $564,667 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $564,667 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $8,470 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $556,197 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $27,810 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $27,810 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $364 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $364 | TotalTaxAmt |
| Distributable Before Adj | $27,446 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $27,446 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $27,446 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $86,368 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $86,368 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $27,446 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2023 | PriorYear1Yr |
| Prior Year2 | 2022 | PriorYear2Yr |
| Prior Year3 | 2021 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $14,973 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $3,250 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $3,577 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $953 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $9,061 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $31,814 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $86,368 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $27,446 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $58,922 | RemainingDistriFromCorpusAmt |
| Total Corpus | $90,736 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $14,973 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $75,763 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $3,250 | ExcessFromYear4Amt |
| Excess From Year3 | $3,577 | ExcessFromYear3Amt |
| Excess From Year2 | $953 | ExcessFromYear2Amt |
| Excess From Year1 | $9,061 | ExcessFromYear1Amt |
| Excess From Current Year | $58,922 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | STEVEN RITTVO | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BASALT EDUCATION FOUNDATION | |||||||
| PO BOX 1278 | BASALT | CO | 81621 | NONE | PC | GENERAL PURPOSE | $57,500 |
| ASPEN JEWISH CONGREGATION | |||||||
| 77 MEADOWOOD LANE | ASPEN | CO | 81611 | NONE | PC | GENERAL PURPOSE | $8,680 |
| FOOD BANK OF THE ROCKIES | |||||||
| 10700 EAST 45TH AVENUE | DENVER | CO | 80239 | NONE | PC | GENERAL PURPOSE | $8,000 |
| MAGELLAN INTERNATIONAL SCHOOL | |||||||
| 7501 NORTH CAPITAL OF TEXAS HWY | AUSTIN | TX | 78731 | NONE | PC | GENERAL PURPOSE | $2,500 |
| CHABAD - NEW ORLEANS | |||||||
| 435 WEST MAIN STREET | ASPEN | CO | 81611 | NONE | PC | GENERAL PURPOSE | $2,500 |
| AMERICAN COMMITTEE FOR THE WEIZMANN | |||||||
| 633 3RD AVENUE 20TH FLOOR | NEW YORK | NY | 10017 | NONE | PC | GENERAL PURPOSE | $1,036 |
| FEDERATION OF JEWISH COMMUNITIES | |||||||
| 531 CROWN STREET | BROOKLYN | NY | 11213 | NONE | PC | GENERAL PURPOSE | $1,000 |
| ASPEN PUBLIC RADIO | |||||||
| 110 E HALLAM STREET SUITE 134 | ASPEN | CO | 81611 | NONE | PC | GENERAL PURPOSE | $365 |
| MISSISSIPPI CENTER FOR JUSTICE | |||||||
| 210 E CAPITOL STREET SUITE 1800 | JACKSON | MS | 39201 | NONE | PC | GENERAL PURPOSE | $180 |
| THE NESHAMA CENTER | |||||||
| PO BOX 8064 | ASPEN | CO | 81612 | NONE | PC | GENERAL PURPOSE | $180 |
| MUSEUM OF THE SOUTHERN JEWISH EXPERIENCE | |||||||
| 818 HOWARD AVE | NEW ORLEANS | LA | 70113 | NONE | PC | GENERAL PURPOSE | $125 |
| THE FRESH AIR FUND | |||||||
| 633 3RD AVENUE 14TH FLOOR | NEW YORK | NY | 10017 | NONE | PC | GENERAL PURPOSE | $100 |
| ENGLISH IN ACTION | |||||||
| PO BOX 4856 | BASALT | CO | 81621 | NONE | PC | GENERAL PURPOSE | $32 |
| MEMORIAL SLOAN KETTERING CANCER CENTER | |||||||
| 1275 YORK AVENUE | NEW YORK | NY | 10065 | NONE | PC | GENERAL PURPOSE | $350 |
| WESTERN GOVERNORS UNIVERSITY | |||||||
| 4001 S 700 E SUITE 700 | SALT LAKE CITY | UT | 84107 | NONE | PC | GENERAL PURPOSE | $1,561 |
| ACLU | |||||||
| 125 BROAD STREET 18TH FLOOR | NEW YORK | NY | 10004 | NONE | PC | GENERAL PURPOSE | $259 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $84,368 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,030 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $19,679 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $27,709 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $27,709 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,000 | Amt |
| Net Investment Income | $1,500 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,500 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | FIDELITY - SEE ATTACHED | StockNm |
| EOY Book Value | $362,572 | EOYBookValueAmt |
| EOYFMV | $780,291 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | FIDELITY - SEE ATTACHED | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $21,590 | BookValueAmt |
| EOYFMV | $3,229 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FIDELITY OPTIONS-SEE ATTACHED | Desc |
| BOY Book Value | -$124,918 | BOYBookValueAmt |
| EOY Book Value | -$83,812 | EOYBookValueAmt |
| EOYFMV | -$330,296 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BASIS ADJUSTMENT | Desc |
| Amt | $482 | Amt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAXES | CategoryTxt |
| Amt | $500 | Amt |
| Disbursements Charitable Prps | $500 | DisbursementsCharitablePrpsAmt |