RODGERS FAMILY FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- RODGERS FAMILY FOUNDATION INC (EIN 13-6062852)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-06
- IRS object ID
- 202401279349100445
- Schema version
- 2023v5.0
- 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 Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-06T10:42:30-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 221732349 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WISS & COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 CAMPUS DRIVE | AddressLine1Txt |
| City | FLORHAM PARK | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07932 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136062852 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE RODGERS FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Business Name Line2 | C/O J RUBENSTEIN ESQ | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RODG | BusinessNameControlTxt |
| Phone | 2129408800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 ROCKFELLER PLAZA | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100201605 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOSHUA S RUBENSTEIN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2129406532 | PhoneNum |
| Signature | 2024-05-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JOSHUA | PersonFirstNm |
| Person Last | RUBENSTEIN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DIANA MILLER | PreparerPersonNm |
| PTIN | P01597612 | PTIN |
| Phone | 9739949400 | PhoneNum |
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 | 2023 | 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 | $10,546,924 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $23,665 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $23,665 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $228,575 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $233,359 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $306,576 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,850,942 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $299,932 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $4,784 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $4,784 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $563,600 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $561,740 | 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 |
| Legal Fees Rev And Expnss | $71,668 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $17,917 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $53,751 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $25,618 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $12,809 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $12,809 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $67,764 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $67,764 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $12,799 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,706 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $250 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $250 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $178,099 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $100,196 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $66,810 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $422,750 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $427,750 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $600,849 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $100,196 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $494,560 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$37,249 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $461,544 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $18,763 | CashBOYAmt |
| Cash EOY | $106,040 | CashEOYAmt |
| Cash EOYFMV | $106,040 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $340,417 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,120,098 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,120,098 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $693,290 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $597,586 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $595,230 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $5,454,338 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,649,491 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,534,386 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $148,744 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $148,744 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $191,170 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $3,656 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $6,659,208 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,621,959 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,546,924 | 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 | $6,659,208 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,621,959 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,659,208 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,621,959 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,659,208 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,621,959 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,659,208 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$37,249 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $6,621,959 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,621,959 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $1,850,942 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,551,010 | CostOrOtherBasisAmt |
| Gain Or Loss | $299,932 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $299,932 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $299,932 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,415 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,415 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,415 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $11,300 | 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 | $11,300 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $28 | EsPenaltyAmt |
| Overpayment | $4,857 | OverpaymentAmt |
| Applied To ES Tax | $4,857 | 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 | NY | 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 | WISS COMPANY LLP | IndividualWithBooksNm |
| Phone | 9739949400 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 CAMPUS DRIVE SUITE 400 | AddressLine1Txt |
| City | FLORHAM PARK | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07932 | 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 (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JOSHUA S RUBENSTEIN ESQ | ||||||||
| 50 ROCKFELLER PLAZA | NEW YORK | NY | 100201065 | PRESIDENT | 4.00 | $0 | $0 | $0 |
| ALEXANDER B GUETTEL | ||||||||
| 50 ROCKFELLER PLAZA | NEW YORK | NY | 100201065 | VICE-PRESIDENT | 4.00 | $0 | $0 | $0 |
| JONATHAN C BYER | ||||||||
| 50 ROCKFELLER PLAZA | NEW YORK | NY | 100201065 | TREASURER/SECRETARY | 4.00 | $0 | $0 | $0 |
| CONSTANCE P BEATY | ||||||||
| 50 ROCKFELLER PLAZA | NEW YORK | NY | 100201065 | MEMBER/DIRECTOR | 1.00 | $0 | $0 | $0 |
| ADAM A GUETTEL | ||||||||
| 50 ROCKFELLER PLAZA | NEW YORK | NY | 100201065 | MEMBER/DIRECTOR | 1.00 | $0 | $0 | $0 |
| RICHARD R BEATY | ||||||||
| 50 ROCKFELLER PLAZA | NEW YORK | NY | 100201065 | MEMBER/DIRECTOR | 1.00 | $0 | $0 | $0 |
| NINA BEATY | ||||||||
| 50 ROCKFELLER PLAZA | NEW YORK | NY | 100201065 | MEMBER/DIRECTOR | 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 |
| 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 | $9,360,037 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $720,367 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,080,404 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $10,080,404 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $151,206 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,929,198 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $496,460 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $496,460 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,415 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,415 | TotalTaxAmt |
| Distributable Before Adj | $490,045 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $5,000 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $495,045 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $495,045 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $494,560 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $494,560 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $495,045 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $58,378 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $55,499 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $52,938 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $166,815 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $494,560 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $494,560 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $485 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $485 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $166,330 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $166,330 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $57,893 | ExcessFromYear3Amt |
| Excess From Year2 | $55,499 | ExcessFromYear2Amt |
| Excess From Year1 | $52,938 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (37 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ALLIANCE 180 INC | ||||||||
| PO BOX 194 | SARATOGA SPRINGS | NY | 12866 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $25,000 | |
| AMERICAN FOLK ART MUSEUM | ||||||||
| 2 LINCOLN SQUARE | NEW YORK | NY | 10023 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $40,000 | |
| BEDFORD 2030 | ||||||||
| PO BOX 812 | BEDFORD HILLS | NY | 10507 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $1,000 | |
| BEDFORD HILLS FIRE DEPT | ||||||||
| 332 BEDFORD RD | BEDFORD HILLS | NY | 10507 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $500 | |
| BELOIT COLLEGE | ||||||||
| 700 COLLEGE ST | BELOIT | WI | 53511 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $45,000 | |
| BROADWAY DREAMS FOUNDATION CORP | ||||||||
| 8965 BROCKHAM WAY | ALPHARETTA | GA | 30022 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $5,000 | |
| BUCKLEY SCHOOL | ||||||||
| 113 E 73RD STREET | NEW YORK | NY | 10021 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $1,000 | |
| CAMBRIDGE CENTER FOR ADULT EDUCATION | ||||||||
| PO BOX 9113 | CAMBRIDGE | MA | 02238 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $5,000 | |
| CAMBRIDGE HISTORICAL SOCIETY | ||||||||
| 159 BRATTLE STREET | CAMBRIDGE | MA | 02138 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $5,000 | |
| CAMP DUDLEY YMCA | ||||||||
| 126 DUDLEY RD | WESTPORT | NY | 12993 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $6,000 | |
| CHOATE ROSEMARY HALL | ||||||||
| 333 CHRISTIAN STREET | WALLINGTON | CT | 06492 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $2,500 | |
| COMMUNITY COOKS | ||||||||
| ONE SUMMER ST | SOMERVILLE | MA | 02143 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $5,000 | |
| COMMUNITY SERVINGS INC | ||||||||
| 179 ARMORY STREET | JAMAICA PLAIN | MA | 02130 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $5,000 | |
| DARTMOUTH NATURAL RESOURCES TRUST | ||||||||
| PO BOX 70567 | DARTMOUTH | MA | 02747 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $2,500 | |
| DORSET THEATER FESTIVAL | ||||||||
| PO BOX 510 | DORSET | VT | 05251 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $50,000 | |
| DRAMATISTS GUILD FOUNDATION | ||||||||
| 520 8TH AVEENUE SUITE 2401 | NEW YORK | NY | 10018 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $10,000 | |
| FRIENDS OF FONDATION DE FRANCE | ||||||||
| 31 WEST 34TH STREET 7TH FLOOR 7010 | NEW YORK | NY | 10016 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $5,000 | |
| GO2 FOUNDATION FOR LUNG CANCER | ||||||||
| PO BOX 418372 | BOSTON | MA | 02241 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $20,000 | |
| KEESEVILLE FIRE DEPT | ||||||||
| 8 PLEASEANT ST | KEESEVILLE | NY | 12944 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $250 | |
| LYRIC STAGE COMPANY OF BOSTON | ||||||||
| 140 CLARENDON ST | BOSTON | MA | 02116 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $1,000 | |
| MANCHESTER MUSIC FESTIVAL | ||||||||
| PO BOX 33 | MANCHESTER | VT | 05254 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $5,000 | |
| ON THE RISE | ||||||||
| 34 BROADWAY | CAMBRIDGE | MA | 02139 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $10,000 | |
| PLANNED PARENTHOOD FEDERATION OF AMERICA INC | ||||||||
| 123 WILLIAMS ST 10TH FLOOR | NEW YORK | NY | 10038 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $30,000 | |
| PLANNED PARENTHOOD OF NORTHERN NEW ENGLAND | ||||||||
| 784 HERCULES DR SUITE 110 | COLCHESTER | VT | 05446 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $12,500 | |
| PROJECT VERITAS | ||||||||
| 1214 WEST BOSTON POST ROAD NO 148 | MAMARONECK | NY | 10543 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $20,000 | |
| PROPUBLICA | ||||||||
| 155 AVENUE OF THE AMERICAS 13TH | NEW YORK | NY | 10013 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $4,500 | FLOOR |
| SOUTHERN ENVIRONMENTAL LAW CENTER | ||||||||
| 120 GARRETT STREET SUITE 400 | CHARLOTTESVILLE | VA | 22902 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $5,000 | |
| SOUTHERN VERMONT ARTS CENTER | ||||||||
| 860 SOUTHERN VERMONT ARTS CENTER | MANCHESTER | VT | 05255 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $5,000 | DRIVE |
| SOUTHERN VERMONT HEALTH CARE FOUNDATION | ||||||||
| 100 HOSPITAL DRIVE SUITE 41 | BENINGTON | VT | 05201 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $15,000 | |
| THE DOE FUND | ||||||||
| 232 EAST 84TH STREET | NEW YORK | NY | 10028 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $20,000 | |
| THE FOOD BANK FOR WESTCHESTER | ||||||||
| 200 CLEARBROOK ROAD | ELMSFORD | NY | 10523 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $5,000 | |
| THE HUNTINGTON THEATRE | ||||||||
| 264 HUNTINGTON AVE | BOSTON | MA | 02115 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $2,000 | |
| THE WATERSIDE SCHOOL INC | ||||||||
| 770 PACIFIC STREET | STAMFORD | CT | 06902 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $10,000 | |
| VERMONTERS FOR CLEAN ENVIRONMENT INC | ||||||||
| 789 BAKER BROOK ROAD | DANBY | VT | 05739 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $25,000 | |
| VILLAGE PRESERVATION | ||||||||
| 232 EAST 11TH STREET | NEW YORK | NY | 10003 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $20,000 | |
| WBUR | ||||||||
| 890 COMMONWEALTH AVENUE 3RD FLOOR | BOSTON | MA | 02215 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $2,000 | |
| WGBH | ||||||||
| 1 GUEST STREET | BOSTON | MA | 02135 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $2,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $427,750 | 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 | $23,665 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $228,575 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,784 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $306,576 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $563,600 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $563,600 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 4 | LineNumberTxt |
| Relationship Statement | N/A | RelationshipStatementTxt |
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 | $25,618 | Amt |
| Net Investment Income | $12,809 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $12,809 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCKS | StockNm |
| EOY Book Value | $4,649,491 | EOYBookValueAmt |
| EOYFMV | $8,534,386 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $597,586 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $595,230 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | COMMODITIES | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $148,744 | BookValueAmt |
| EOYFMV | $191,170 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $71,668 | LegalFeesAmt |
| Net Investment Income | $17,917 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $53,751 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RECEIVABLE FROM R&H FOUNDATION | Desc |
| BOY Book Value | $3,656 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NY CHAR500 FILING FEES | Desc |
| Revenue And Expenses Per Books | $250 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $250 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CAPITAL GAIN DISTRIBUTIONS | Desc |
| Revenue And Expenses Per Books | $4,784 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $4,784 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $4,784 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADVISORY FEES | $59,781 | $59,781 | $0 |
| CUSTODIAL FEES | $7,983 | $7,983 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES & FEES | $1,706 | $1,706 | $0 |
| FEDERAL EXCISE TAXES | $11,093 | $0 | $0 |
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