1848 FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- 1848 FOUNDATION (EIN 06-6302129)
- Tax period
- 2022-04-01 to 2023-03-31
- Filed
- 2024-02-01
- IRS object ID
- 202420329349100407
- Schema version
- 2022v5.0
- 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 Govt Obligations Sch
- Other Decreases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-02-01T11:27:19-06:00 | ReturnTs |
| Tax Period End | 2023-03-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 873707167 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBIZ MARKS PANETH LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4 MANHATTANVILLE ROAD SUITE 402 | AddressLine1Txt |
| City | PURCHASE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10577 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 066302129 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 1848 FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | 1848 | BusinessNameControlTxt |
| Phone | 9145249000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 61 EAST 11TH STREET 10TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10003 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALAN RITTER | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 9145249000 | PhoneNum |
| Signature | 2024-01-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ALAN | PersonFirstNm |
| Person Last | RITTER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| 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 | MARC KOPPELMAN | PreparerPersonNm |
| PTIN | P00845059 | PTIN |
| Phone | 9145249000 | PhoneNum |
| Preparation | 2024-01-23 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,543,865 | 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 |
| Dividends Rev And Expnss | $180,057 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $180,057 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $162,412 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,651,067 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $162,412 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $342,469 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $342,469 | 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 | $78,925 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $15,785 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $63,140 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $121,896 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $70,236 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $51,660 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $15,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $215,821 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $86,021 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $114,800 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $294,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $294,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $510,071 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $86,021 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $409,050 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$167,602 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $256,448 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $242,472 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $198,603 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $198,603 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $1,129,691 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $933,900 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $933,900 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $7,664,100 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,685,370 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,685,370 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $595,483 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $725,992 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $725,992 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $9,631,746 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,543,865 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,543,865 | 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 | $9,631,746 | RetainedEarningBOYAmt |
| Retained Earning EOY | $8,543,865 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,631,746 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,543,865 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,631,746 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,543,865 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,631,746 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$167,602 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $9,464,144 | SubtotalAmt |
| Other Decreases | $920,279 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,543,865 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| PUBLICLY TRADED STOCK | P | 2023-03-31 | $1,606,855 | $1,488,655 | $118,200 | $118,200 |
| CAPITAL GAINS DIVIDENDS | P | $44,212 | $44,212 | $44,212 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $162,412 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,565 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,565 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,565 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $13,473 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $25,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $38,473 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $34,908 | OverpaymentAmt |
| Applied To ES Tax | $34,908 | 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 | CT | 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 | MARC R KOPPELMAN CPA CBIZ MARKS | IndividualWithBooksNm |
| Phone | 9145249000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4 MANHATTANVILLE ROAD SUITE 402 | AddressLine1Txt |
| City | PURCHASE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10577 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| ALAN I RITTER | ||||||||
| 20 EAST 9TH STREET NO 23E | NEW YORK | NY | 10003 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| BECKY HUBBERT | ||||||||
| 61 EAST 11TH STREET 10TH FL | NEW YORK | NY | 10003 | TREASURER | 1.00 | $0 | $0 | $0 |
| EILEEN S SILVERSTEIN | ||||||||
| 20 EAST 9TH STREET NO 23E | NEW YORK | NY | 10003 | SECRETARY | 1.00 | $0 | $0 | $0 |
| JONATHAN RITTER | ||||||||
| 61 EAST 11TH STREET 10TH FL | NEW YORK | NY | 10003 | VICE-PRESIDENT | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CBIZ MARKS PANETH LLC | |||||
| 4 MANHATTANVILLE ROAD STE 402 | PURCHASE | NY | 10577 | ACCOUNTING | $78,925 |
| CBIZ MARKS PANETH LLC | |||||
| 4 MANHATTANVILLE ROAD STE 402 | PURCHASE | NY | 10577 | BOOKKEEPING | $64,575 |
| UBS FINANCIAL SERVICES INC | |||||
| ONE STATE STREET SUITE 1600 | HARTFORD | CT | 061033102 | INVESTMENT ADVISORY | $57,321 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $8,469,715 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $222,988 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,692,703 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,692,703 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $130,391 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,562,312 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $428,116 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $428,116 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,565 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,565 | TotalTaxAmt |
| Distributable Before Adj | $424,551 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $424,551 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $424,551 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $409,050 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $409,050 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $424,551 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $64,419 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $409,050 | QualifyingDistributionsAmt |
| Applied To Year1 | $64,419 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $344,631 | 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 | $79,920 | 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 | ALAN I RITTER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ACLU FOUNDATION | ||||||
| 125 BROAD STREET 18TH FLOOR | NEW YORK | NY | 10004 | PC | TO FURTHER DONEE'S CHARITABLE PURPOSE | $25,000 |
| BREAD AND PUPPET THEATER | ||||||
| 753 HEIGHTS ROAD | GLOVER | VT | 05839 | PC | TO FURTHER DONEE'S CHARITABLE PURPOSE | $3,000 |
| BTHS PA | ||||||
| 29 FORT GREENE PL | BROOKLYN | NY | 11217 | PC | TO FURTHER DONEE'S CHARITABLE PURPOSE | $3,000 |
| CENTER FOR CHILDREN'S ADVOCACY | ||||||
| 65 ELIZABETH STREET | HARTFORD | CT | 06105 | PC | TO FURTHER DONEE'S CHARITABLE PURPOSE | $50,000 |
| CENTER FOR CONSTITUTIONAL RIGHTS | ||||||
| 666 BROADWAY 7TH FLOOR | NEW YORK | NY | 10012 | PC | TO FURTHER DONEE'S CHARITABLE PURPOSE | $50,000 |
| CENTRAL AMERICA LEGAL ASSISTANCE | ||||||
| 240 HOOPER ST | BROOKLYN | NY | 11211 | PC | TO FURTHER DONEE'S CHARITABLE PURPOSE | $25,000 |
| COALITION FOR THE HOMELESS | ||||||
| 129 FULTON STREET | NEW YORK | NY | 10038 | PC | TO FURTHER DONEE'S CHARITABLE PURPOSE | $5,000 |
| COMPASSION AND CHOICES | ||||||
| 244 5TH AVENUE | NEW YORK | NY | 10001 | PC | TO FURTHER DONEE'S CHARITABLE PURPOSE | $25,000 |
| COOPERATION JACKSON | ||||||
| 939 W CAPITOL ST | JACKSON | MS | 39203 | PC | TO FURTHER DONEE'S CHARITABLE PURPOSE | $3,000 |
| DISSENT | ||||||
| PO BOX 3000 | DENVILLE | NJ | 07834 | PC | TO FURTHER DONEE'S CHARITABLE PURPOSE | $15,000 |
| LA MAMA ETC | ||||||
| 74A EAST 4TH STREET | NEW YORK | NY | 10003 | PC | TO FURTHER DONEE'S CHARITABLE PURPOSE | $1,000 |
| MAKE THE ROAD NY | ||||||
| 301 GROVE STREET | BROOKLYN | NY | 11237 | PC | TO FURTHER DONEE'S CHARITABLE PURPOSE | $3,000 |
| NEW YORK LIFE CIVIL LIBERTIES UNION | ||||||
| 125 BROAD STREET 19TH FLOOR | NEW YORK | NY | 10004 | PC | TO FURTHER DONEE'S CHARITABLE PURPOSE | $50,000 |
| NEW YORK UNIVERSITY - DEPT OF ART HISTORY | ||||||
| 100 WASHINGTON SQ EAST RM 303 | NEW YORK | NY | 10003 | PC | TO FURTHER DONEE'S CHARITABLE PURPOSE | $1,250 |
| PEOPLE PARK ADVOCACY GROUP H | ||||||
| PO BOX 1234 | BERKELEY | CA | 74701 | PC | TO FURTHER DONEE'S CHARITABLE PURPOSE | $5,000 |
| PLANNED PARENTHOOD OF INDIANA | ||||||
| PO BOX 397 | INDIANAPOLIS | IN | 46206 | PC | TO FURTHER DONEE'S CHARITABLE PURPOSE | $5,000 |
| SOUTHERN CENTER FOR HUMAN RIGHTS | ||||||
| 83 POPLAR ST NW | ATLANTA | GA | 30303 | PC | TO FURTHER DONEE'S CHARITABLE PURPOSE | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $294,250 | 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 | $180,057 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $162,412 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $342,469 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $342,469 | 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 & TAX PREPARATION SERVICES - CBIZ MARKS PANETH LLC | CategoryTxt |
| Amt | $78,925 | Amt |
| Net Investment Income | $15,785 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $63,140 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (32 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 1000 SHS UNITED TECHNOLOGIES CORP 03.650% | $992 | $992 |
| 10000 SHS J P MORNGAN CHASE & CO 03.702% | $9,287 | $9,287 |
| 10000 SHS MIDSMERICAN ENERGY CO 03.65% | $9,528 | $9,528 |
| 16000 SHS SUNTRUST BANKS INC 03.300% | $14,727 | $14,727 |
| 17000 SHS ACE INA HOLDINGS INC B/E 3.350% | $16,433 | $16,433 |
| 17000 SHS BERSKSHIRE HATHAWAY INC 02.750% | $16,543 | $16,543 |
| 17000 SHS ECOLAB INC 04.800% | $17,301 | $17,301 |
| 17000 SHS METLIFE INC B/E 4.368% | $16,724 | $16,724 |
| 17000 SHS NATIONAL RURAL UTILS COOP 03.40% 020728 | $16,142 | $16,142 |
| 19000 SHS JP MORGAN CHASE & CO B/E 4.452% | $18,464 | $18,464 |
| 2000 SHS SUNTRUST BANKS INC 04.050% | $1,925 | $1,925 |
| 20000 SHS MASTERCARD | $19,007 | $19,007 |
| 23000 SHS COCA-COLA B/E 03.45% | $22,078 | $22,078 |
| 27000 SHS DUKE ENERGY FLORIDA LLC 2.538% | $22,740 | $22,740 |
| 29000 SHS BK OF AMER CORP B/E 4.271% | $27,891 | $27,891 |
| 30000 SHS JOHNSON & JOHNSON COM 2.45% | $28,808 | $28,808 |
| 30000 SHS NORTHERN TRUST CORP 01.950% | $24,901 | $24,901 |
| 30000 SHS ST STREET CORP B/E 04.164% | $28,202 | $28,202 |
| 30000 SHS U.S. BANCORP NTS 02.215% | $26,922 | $26,922 |
| 30000 SHS UNITED PARCEL SERVICE - 3.40% | $28,592 | $28,592 |
| 32000 SHS AMER EXPRESS CO NTS 02.550% | $29,542 | $29,542 |
| 32000 SHS BK OF NY MELLON CORP 05.802% | $33,308 | $33,308 |
| 32000 SHS PROGRESSIVE CORP 3.000% | $28,578 | $28,578 |
| 32000 SHS WALT DISNEY CO 1.850 | $29,520 | $29,520 |
| 33000 SHS GOLDMAN SACHS GROUP INC 3.800% | $30,705 | $30,705 |
| 33000 SHS TEXAS INSTRUMENTS INC 01.900% | $27,588 | $27,588 |
| 36000 SHS FLORIDA POWER & LIGHT CO 3.125% | $34,844 | $34,844 |
| 36000 SHS PUBLIC SERVICE CO OF COLORADO 01.875% | $29,387 | $29,387 |
| 37000 SHS ALABAMA POWER CO 03.050% | $32,667 | $32,667 |
| 73000 SHS PUBLIC SERVICE ELEC 2.250% | $66,975 | $66,975 |
| 8000 SHS VISA | $6,968 | $6,968 |
| 9000 SHS ONCOR ELEC DELIVERY CO 03.700% | $8,703 | $8,703 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (97 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 104 SHS HONEYWELL INTL INC | $19,876 | $19,876 |
| 10406 SHS UBS GOVERNMENT MONEY MARKET INVESTMENTS FUND CL P | $10,406 | $10,406 |
| 111 SHS UNION PACIFIC CORP | $22,340 | $22,340 |
| 1143 SHS RAYTHEON CO NEW | $111,934 | $111,934 |
| 1160 SHS AMAZON | $119,816 | $119,816 |
| 1160 SHS GOOGLE INC CL A- ALPHABET INC CL A | $120,327 | $120,327 |
| 117 SHS LINDE PLC NEW | $41,586 | $41,586 |
| 119 SHS AMGEN INC | $28,768 | $28,768 |
| 126 SHS BERKSHIRE HATHAWAY INC | $38,905 | $38,905 |
| 1274 SHS NEXTA ENERGY INC | $98,200 | $98,200 |
| 129 SHS AUTOMATIC DATA PROCESSING INC | $28,719 | $28,719 |
| 14 SHS LOCKHEED MARTIN CORP | $6,618 | $6,618 |
| 140 SHS THERMO FISHER SCIENTIFIC INC | $80,692 | $80,692 |
| 140 SHS UNITED PARCEL SERVICE INC | $27,159 | $27,159 |
| 147000 SHS FNMA PL 4% DUE 5/1/24 | $226 | $226 |
| 1530 SHS OVINTIV INC | $55,202 | $55,202 |
| 155 SHS ADOBE SYSTEMS INC | $59,732 | $59,732 |
| 155 SHS MCDONALDS CORP | $43,340 | $43,340 |
| 157 SHS MCDONALDS CORP | $43,899 | $43,899 |
| 166 SHS CHUBB LTD | $32,234 | $32,234 |
| 168 SHS REPUBLIC SERVICES INC DE | $22,717 | $22,717 |
| 169 SHS TEXAS INSTRUMENTS | $31,436 | $31,436 |
| 1694 SHS COCA COLA CO COM | $105,079 | $105,079 |
| 184 SHS CONSTELLATION BRANDS INC CL A | $41,564 | $41,564 |
| 184 SHS NEXTERA ENERGY INC COM DE | $14,183 | $14,183 |
| 1853 SHS CONOCOPHILLIPS | $183,836 | $183,836 |
| 19493 SHS KEELEY SMALL CAP DIVIDEND VALUE FUND | $298,432 | $298,432 |
| 196 SHS ACCENTURE PLC | $56,019 | $56,019 |
| 196 SHS DIAGEO PLC | $35,511 | $35,511 |
| 1985 SHS CISCO SYSTEMS INC | $103,766 | $103,766 |
| 200 SHS UNITEDHEALTH GROUP | $94,518 | $94,518 |
| 20000 SHS KEYCORP STUDENT LN TR 2004-A SER 2004-A | $3,355 | $3,355 |
| 204 SHS MARSH & MCLENNAN COS INC | $33,976 | $33,976 |
| 208 SHS ABBIVE INC COM | $33,149 | $33,149 |
| 209 SHS MCKEESON CORP | $74,414 | $74,414 |
| 2091 SHS APPLE INC. | $344,806 | $344,806 |
| 214 SHS LABORATORY CORP AMER HLDGS NEW | $49,096 | $49,096 |
| 215 SHS PROCTER & GAMBLE CO | $31,968 | $31,968 |
| 232 SHS ANALOG DEVICES INC | $45,755 | $45,755 |
| 234 SHS ABBOTT LABS | $23,695 | $23,695 |
| 240 SHS PROLOGIS INC COM | $29,945 | $29,945 |
| 249 SHS LINDE PLC EUR | $88,505 | $88,505 |
| 253 SHS HOME DEPOT INC | $74,665 | $74,665 |
| 254 SHS JPMORGAN CHASE & CO DE | $33,099 | $33,099 |
| 260 SHS EXXON MOBIL CORP | $28,512 | $28,512 |
| 260 SHS JOHNSON & JOHNSON COM | $40,300 | $40,300 |
| 260 SHS STARBUCKS CORP | $27,074 | $27,074 |
| 262 SHS TRAVELERS COS INC | $44,909 | $44,909 |
| 268 SHS AMER ELECTRIC POWER CO | $24,385 | $24,385 |
| 277 SHS UNION PACIFIC CORP | $55,749 | $55,749 |
| 280 SHS PHILLIPS 66 | $28,386 | $28,386 |
| 2840 SHS AMERICAN FUNDS SMALL CAP WORLD FUND CL A | $169,544 | $169,544 |
| 291 SHS AMETEK INC | $42,291 | $42,291 |
| 320 SHS APPLE INC | $52,768 | $52,768 |
| 344 SHS PEPSICO INC | $62,711 | $62,711 |
| 351 SHS MICROSOFT CORP | $101,193 | $101,193 |
| 3608 SHS AMERICAN FUNDS NEW PERSPECTIVE FUND | $188,171 | $188,171 |
| 3667 SHS AMERICAN FUNDS NEW WORLD FUND | $259,678 | $259,678 |
| 382 SHS RAYTHEN TECHNOLOGIES CORP | $37,408 | $37,408 |
| 387 SHS CISCO SYSTEMS INC | $20,230 | $20,230 |
| 399 SHS PNC FINANCIAL SERVICES GROUP | $50,713 | $50,713 |
| 40 SHS BLACKROCK INC DE | $26,765 | $26,765 |
| 408 SHS EOG RESOURCES INC | $46,769 | $46,769 |
| 42 SHS LOCKHEED MARTIN CORP | $19,855 | $19,855 |
| 428 SHS SALESFORCE.COM INC | $85,506 | $85,506 |
| 439 SHS JOHNSON & JOHNSON COM | $68,045 | $68,045 |
| 460 SHS GOOGLE INC CL C- ALPHABET INC CL C | $47,840 | $47,840 |
| 465 SHS AMERICAN TOWER CORP REIT DEL | $95,018 | $95,018 |
| 469 SHS WALT DISNEY CO | $46,961 | $46,961 |
| 47 SHS BROADCOM INC | $30,152 | $30,152 |
| 470 SHS TARGET CORP | $77,846 | $77,846 |
| 474 SHS AMERICAN ELECTRIC POWER CO | $43,129 | $43,129 |
| 477 SHS CVS | $35,446 | $35,446 |
| 488 SHS APPLIED MATERIALS INC | $59,941 | $59,941 |
| 4932 SHS AMERICAN FUNDS EURO PACIPIC GROWTH FUND | $265,449 | $265,449 |
| 510 SHS MICROSOFT CORP | $147,033 | $147,033 |
| 529 SHS WALMART INC | $78,001 | $78,001 |
| 548 SHS VISA INC CL A DE | $123,552 | $123,552 |
| 5821 SHS AMERICAN FUNDS CAPITAL WORLD GROWTH & INCOME FUND | $317,786 | $317,786 |
| 60 SHS BLACKROCK INC | $40,147 | $40,147 |
| 626 SHS EXXON MOBIL CORP | $68,647 | $68,647 |
| 63 SHS HOME DEPOT INC | $18,593 | $18,593 |
| 646 SHS COCA COLA CO | $40,071 | $40,071 |
| 66 SHS ACCENTURE PLC IRELAND CL A DE | $18,863 | $18,863 |
| 686 SHS BRISTOL MYERS SQUIBB CO | $47,547 | $47,547 |
| 71 SHS UNITEDHEALTH GROUP INC | $33,554 | $33,554 |
| 732 SHS JPMORGAN CHASE & CO | $95,387 | $95,387 |
| 750 SHS EDWARDS LIFESCIENCES CORP | $62,048 | $62,048 |
| 75000 SHS FNMA PL 3% DUE 11/1/26 | $3,007 | $3,007 |
| 761 SHS ABBVIE INC COM | $121,281 | $121,281 |
| 800 SHS INTERCONTINENTALEXCHANGE INC | $83,432 | $83,432 |
| 804 SHS EMERSON ELECTRIC CO | $70,061 | $70,061 |
| 829 SHS MERCK & CO INC | $88,197 | $88,197 |
| 86 SHS SERVICENOW INC | $39,966 | $39,966 |
| 881 SHS RIO TINTO PLC SPON ADR | $60,437 | $60,437 |
| 941 SHS WELLS FARGO & CO NEW | $35,175 | $35,175 |
| 952 SHS MONDELEZ INTL INC DE | $66,373 | $66,373 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $933,900 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $933,900 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS (LOSS) ON INVESTMENTS | Desc |
| Amt | $920,279 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BOOKKEEPING, VARIOUS PLANNING & RELATED ADVISORY SERVICES - CBIZ MP LLC | $64,575 | $12,915 | $51,660 |
| INVESTMENT MANAGEMENT FEES - UBS FINANCIAL SERVICES, INC. | $57,321 | $57,321 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL | CategoryTxt |
| Amt | $15,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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