DOLA HAMILTON STEMBERG CHARITABLE FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- DOLA HAMILTON STEMBERG CHARITABLE FOUNDATION (EIN 20-5672504)
- Tax period
- 2024-08-01 to 2025-07-31
- Filed
- 2026-06-11
- IRS object ID
- 202611629349101001
- Schema version
- 2024v5.5
- 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 Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-06-11T09:42:30-05:00 | ReturnTs |
| Tax Period End | 2025-07-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 591818353 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KAUFMAN ROSSIN & COPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE TOWN CENTER ROAD SUITE 400 | AddressLine1Txt |
| City | BOCA RATON | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33486 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-08-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 205672504 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DOLA HAMILTON STEMBERG CHARITABLE | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DOLA | BusinessNameControlTxt |
| Phone | 6172275540 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2200 SOUTH OCEAN LANE APT 2701 | AddressLine1Txt |
| City | FORT LAUDERDALE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33316 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DOLA HAMILTON STEMBERG | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6172275540 | PhoneNum |
| Signature | 2026-06-03 | 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 | SCOTT GOLDBERGER | PreparerPersonNm |
| PTIN | P01407232 | PTIN |
| Phone | 5613945100 | PhoneNum |
| Preparation | 2026-06-03 | 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 | $10,082,138 | 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 | $1,817 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $99,070 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $99,070 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $128,672 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,722,964 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $128,672 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $773,361 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $773,361 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,002,920 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,001,103 | 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 | $8,781 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,391 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $36,422 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $36,422 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $11,843 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,843 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $14,207 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $14,207 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $71,253 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $56,863 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $460,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $460,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $531,753 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $56,863 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $460,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $471,167 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $944,240 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $503,191 | CashBOYAmt |
| Cash EOY | $168,930 | CashEOYAmt |
| Cash EOYFMV | $168,930 | CashEOYFMVAmt |
| Corporate Stock BOY | $1,012,735 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,953,397 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,953,397 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,000,744 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $415,135 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $415,135 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $7,202,108 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $7,537,308 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $7,537,308 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $7,368 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $7,368 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $9,718,778 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,082,138 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,082,138 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $5,480,114 | CapitalStockBOYAmt |
| Capital Stock EOY | $5,480,114 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $4,238,664 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,602,024 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,718,778 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,082,138 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,718,778 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,082,138 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,718,778 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $471,167 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $10,189,945 | SubtotalAmt |
| Other Decreases | $107,807 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $10,082,138 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $1,722,964 | $1,748,116 | -$25,152 | -$25,152 | |
| PARTNERSHIP: SHORT TERM CAPITAL LOSS | $6,106 | $6,106 | P | ||
| PARTNERSHIP: LONG TERM CAPITAL GAIN | $147,718 | $147,718 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $128,672 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $13,125 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $13,125 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $13,125 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,122 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $15,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $25,122 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $88 | EsPenaltyAmt |
| Overpayment | $11,909 | OverpaymentAmt |
| Applied To ES Tax | $11,909 | 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 | 0 | 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 | N/A | WebsiteAddressTxt |
| Individual With Books | DOLA HAMILTON STEMBERG | IndividualWithBooksNm |
| Phone | 6172275540 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2200 SOUTH OCEAN LANE APT 2701 | AddressLine1Txt |
| City | FORT LAUDERDALE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33316 | 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 |
|---|---|---|---|---|---|---|---|---|
| DONA HAMILTON STEMBERG | ||||||||
| 2200 SOUTH OCEAN LANE APT 2701 | FORT LAUDERDALE | FL | 33316 | TRUSTEE | 8.00 | $0 | $0 | $0 |
| WILLIAM D STEMBERG | ||||||||
| 2200 SOUTH OCEAN LANE APT 2701 | FORT LAUDERDALE | FL | 33316 | TRUSTEE | 8.00 | $0 | $0 | $0 |
| RYLAN M HAMILTON | ||||||||
| 2200 SOUTH OCEAN LANE APT 2701 | FORT LAUDERDALE | FL | 33316 | TRUSTEE | 8.00 | $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 | $2,219,596 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $234,347 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $7,537,311 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,991,254 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $9,991,254 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $149,869 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,841,385 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $492,069 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $492,069 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $13,125 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $13,125 | TotalTaxAmt |
| Distributable Before Adj | $478,944 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $478,944 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $478,944 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $460,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $460,500 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $478,944 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $448,506 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $460,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $448,506 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $11,994 | 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 | $466,950 | 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
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | DOLA HAMILTON STEMBERG | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2200 SOUTH OCEAN LANE APT 2701 | AddressLine1Txt |
| City | FORT LAUDERDALE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33316 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6172275540 | RecipientPhoneNum |
| Form And Info And Materials | THE APPLICATION MUST BE ON THE CHARITABLE ORGANIZATION'S STATIONERY WITH INFORMATION ABOUT THE ORGANIZATION AND HOW THE GIFT WILL BE USED. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | ALL CHARITABLE ORGANIZATIONS SERVING MASSACHUSETTS | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| DEXTER SCHOOL | |||||||
| 20 NEWTON STREET | BROOKLINE | MA | 02445 | N/A | PC | PROVIDES SCHOLARSHIPS FOR EDUCATION | $60,000 |
| FOLDS OF HONOR FOUNDATION | |||||||
| 5971 N PATRIOT DRIVE | OWASSO | OK | 74055 | N/A | PC | TO PROVIDE EDUCATIONAL SCHOLARSHIPS FOR QUALIFYING SPOUSES AND/OR DEPENDENT CHILDREN OF MILITARY SERVICE MEN AND WOMEN AND FIRST RESPONDERS KILLED OR DISABLED WHILE SERVING AND DEFENDING OUR GREAT NATION. | $25,000 |
| GROTON SCHOOL | |||||||
| 282 FARMERS ROW | GROTON | MA | 01450 | N/A | PC | PROVIDES SCHOLARSHIPS FOR EDUCATION | $1,500 |
| HANDS TOGETHER | |||||||
| 10 CENTER STREET SUITE 413 | CHICOPEE | MA | 01013 | N/A | PC | THE ASSISTANCE OF NEEDY INDIVIDUALS | $500 |
| HARVARD BUSINESS SCHOOL | |||||||
| HARVARD UNIVERSITY | BOSTON | MA | 02163 | N/A | PC | SUPPORT EDUCATION PROGRAMS AND RESEARCH | $1,500 |
| HARVARD COLLEGE FUND | |||||||
| PO BOX 419209 | BOSTON | MA | 02241 | N/A | PC | SUPPORT EDUCATION PROGRAMS AND RESEARCH | $500 |
| MASSACHUSETTS INSTITUTE OF TECHNOLOGY | |||||||
| 77 MASSACHUSETTS AVENUE NE49-3142 | CAMBRIDGE | MA | 02139 | N/A | PC | ADVANCE KNOWLEDGE AND EDUCATE STUDENTS IN SCIENCE, TECHNOLOGY, AND OTHER AREAS OF SCHOLARSHIP | $500 |
| MGH - PACT PROGRAM FUND | |||||||
| 15 PARKMAN STREET | BOSTON | MA | 02114 | N/A | PC | PROVIDES EDUCATIONAL SUPPORT | $10,000 |
| OLD BOHEMIA HISTORICAL SOCIETY INC | |||||||
| PO BOX 61 | WARWICK | MD | 21912 | N/A | PC | PROVIDES HISTORICAL PRESERVATION | $25,000 |
| OLD DARTMOUTH HISTORICAL SOCIETY (THE NEW BEDFORD WHALING MUSEUM) | |||||||
| 18 JOHNNY CAKE HILL | NEW BEDFORD | MA | 02740 | N/A | PC | EDUCATE AND INTEREST ALL PUBLIC IN THE HISOTIRCAL INTERACTION WORLDWIDE OF HUMANS AND WHALES | $225,000 |
| PRINCETON SYMPHONY ORCHESTRA | |||||||
| 575 EWING STREET | PRINCETON | MA | 08540 | N/A | PC | PROVIDES SUPPORT FOR THE ARTS | $5,000 |
| THE BALDWIN SCHOOL | |||||||
| 701 MONTGOMERY AVENUE | BRYN MAWR | PA | 19010 | N/A | PC | PROVIDE WOMEN WITH COLLEGE PREPARATORY EDUCATION | $50,000 |
| THE GREATER BOSTON FOOD BANK | |||||||
| 70 S BAY AVENUE | BOSTON | MA | 02118 | N/A | PC | PROVIDES HUNGER RELIEF TO FOOD INSECURE POPULATION | $5,000 |
| THE LAWRENCEVILLE SCHOOL | |||||||
| PO BOX 6126 | LAWRENCEVILLE | NJ | 08648 | N/A | PC | GUIDING YOUNG PEOPLE TO LEAD LIVES OF LEARNING, INTEGRITY, AND HIGH PURPOSE | $1,000 |
| TUNNEL TOWERS FOUNDATION | |||||||
| 2361 HYLAN BLVD | STATEN ISLAND | NY | 10306 | N/A | PC | HONOR MILITARY AND FIRST RESPONDERS | $25,000 |
| WOUNDED WARRIOR PROJECT INC | |||||||
| 4899 BELFORT ROAD SUITE 300 | JACKSONVILLE | FL | 32256 | N/A | PC | TO HONOR AND EMPOWER WOUNDED WARRIORS | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $460,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $99,070 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $773,361 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $128,672 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,001,103 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,001,103 | 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 | $8,781 | Amt |
| Net Investment Income | $4,391 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (7 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DOUBLELINE TOTAL RETURN BOND FUND | $79,988 | $79,988 |
| GUGGENHEIM LIMITED DURATION BOND FUND | $48,358 | $48,358 |
| GUGGENHEIM TOTAL RETURN BOND FUND | $64,124 | $64,124 |
| ISHARES 0-5 YEAR TIPS BOND ETF | $73,647 | $73,647 |
| SCHWAB SHORT-TERM US TREASURY | $43,635 | $43,635 |
| VANGUARD LONG TERM TREASURY | $40,519 | $40,519 |
| VANGUARD INTERMEDIATE-TERM TREASURY ETF | $64,864 | $64,864 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (8 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VANGUARD TOTAL STOCK MARKET VIPERS | $1,222,719 | $1,222,719 |
| VANGUARD FTSE DEVELOPED MARKETS ETF | $430,390 | $430,390 |
| VANGUARD FTSE EMERGING MARKETS ETF | $97,167 | $97,167 |
| INVESCO DB COMMODITY INDEX T | $36,714 | $36,714 |
| SPDR METALS & MINING ETF | $45,407 | $45,407 |
| VANGUARD ENERGY VIPERS FUND | $56,881 | $56,881 |
| VANGUARD SHORT TERM TREASURY ETF | $24,213 | $24,213 |
| VANGUARD REAL ESTATE ETF | $39,906 | $39,906 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (14 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PRIVATE CREDIT III OFFSHORE, LP | FMV | $302,751 | $302,751 |
| PUBLIC MARKETS, LLC | FMV | $1,295,836 | $1,295,836 |
| HEDGED EQUITY - OFFSHORE, LTD | FMV | $317,668 | $317,668 |
| ABSOLUTE RETURN STRATEGIES - OFFSHORE, LTD | FMV | $1,219,850 | $1,219,850 |
| PRIVATE EQUITY V OFFSHORE, LP | FMV | $1,117,575 | $1,117,575 |
| PRIVATE EQUITY VI OFFSHORE, LP | FMV | $502,994 | $502,994 |
| PRIVATE CO-INVESTMENT OPPORTUNITIES OFFSHORE, LP | FMV | $168,517 | $168,517 |
| BROWN ADVSISORY INVESTORS 2006 - SLP III (TE), LLP | FMV | $27,659 | $27,659 |
| MULTI-SECTOR CREDIT OFFSHORE, LTD | FMV | $73,180 | $73,180 |
| PRIVATE EQUITY VII OFFSHORE, LP | FMV | $993,687 | $993,687 |
| PRIVATE EQUITY VIII OFFSHORE, LP | FMV | $792,285 | $792,285 |
| PRIVATE CREDIT IV OFFSHORE, LP | FMV | $430,290 | $430,290 |
| PRIVATE EQUITY IX OFFSHORE, LP | FMV | $206,509 | $206,509 |
| PRIVATE OPPORTUNISTIC ASSETS II - TAX-EXEMPT, LP | FMV | $88,507 | $88,507 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MSC DISTRIBUTION ACCRUAL | Desc |
| EOY Book Value | $7,368 | EOYBookValueAmt |
| EOYFMV | $7,368 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENTS TO RECORD ASSETS AT FAIR MARKET VALUE (UNREALIZED AMOUNTS) | Desc |
| Amt | $107,807 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PARTNERSHIP: PORTFOLIO DEDUCTIONS | $14,207 | $14,207 | $0 |
| ADMINISTRATIVE EXPENSE | $0 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| PARTNERSHIP: OTHER INCOME | $4,813 | $4,813 | $4,813 |
| MISCELLANEOUS INCOME | $2 | $2 | $2 |
| EXCESS DISTRIBUTIONS FROM OFFSHORE INVESTMENTS | $768,546 | $768,546 | $768,546 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $36,422 | Amt |
| Net Investment Income | $36,422 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAXES | $10,000 | $0 | $0 |
| STATE TAXES | $0 | $0 | $0 |
| PARTNERSHIP: FOREIGN TAXES | $1,843 | $1,843 | $0 |
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