BETA

BETA FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
BETA FOUNDATION (EIN 83-1731278)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-11-04
IRS object ID
202433099349101008
Schema version
2023v5.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-11-04T12:52:24-06:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN043236498PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WALTER SHUFFAIN PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1ONE INTERNATIONAL PLACE SUITE 1010AddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02110ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN831731278EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE BETA FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlBETABusinessNameControlTxt
Phone2022431000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line116192 COASTAL HIGHWAYAddressLine1Txt
CityLEWESCityNm
State AbbreviationDEStateAbbreviationCd
ZIP19958ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonELI GOTTESDIENERPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2022431000PhoneNum
Signature2024-10-31SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonERIC GASHINPreparerPersonNm
PTINP00936357PTIN
Phone6174472700PhoneNum
Preparation2024-10-30PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$10,051,122FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,297,930ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$175,256DividendsRevAndExpnssAmt
Dividends Net Invst Incm$175,256DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$37,966NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$269,795GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$37,966CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,511,152TotalRevAndExpnssAmt
Total Net Invst Incm$213,222TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,266AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,266AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$6,984TaxesRevAndExpnssAmt
Taxes Net Invst Incm$2,984TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$1,780OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$1,780OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$10,030TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$4,764TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,266TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$341,150ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$341,150ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$351,180TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$4,764TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$342,416TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,159,972ExcessRevenueOverExpensesAmt
Net Investment Income$208,458NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$312,461SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$66,631SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$66,631SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$3,166,720CorporateStockBOYAmt
Corporate Stock EOY$3,971,740CorporateStockEOYAmt
Corporate Stock EOYFMV$7,192,921CorporateStockEOYFMVAmt
Corporate Bonds BOY$2,153,648CorporateBondsBOYAmt
Corporate Bonds EOY$2,128,559CorporateBondsEOYAmt
Corporate Bonds EOYFMV$1,835,885CorporateBondsEOYFMVAmt
Other Investments BOY$963,538OtherInvestmentsBOYAmt
Other Investments EOY$955,685OtherInvestmentsEOYAmt
Other Investments EOYFMV$955,685OtherInvestmentsEOYFMVAmt
Total Assets BOY$6,596,367TotalAssetsBOYAmt
Total Assets EOY$7,122,615TotalAssetsEOYAmt
Total Assets EOYFMV$10,051,122TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$6,596,367RetainedEarningBOYAmt
Retained Earning EOY$7,122,615RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$6,596,367TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$7,122,615TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$6,596,367TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$7,122,615TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$6,596,367TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,159,972ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$7,756,339SubtotalAmt
Other Decreases$633,724OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$7,122,615TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
VANGUARD BROKERAGE - ST COVEREDD2023-12-31$59,773$60,396-$623-$623
VANGUARD BROKERAGE - LT COVEREDD2023-12-31$210,022$158,954$51,068$51,068
LIFE BIOSCIENCES LLCD2023-12-31$12,479-$12,479-$12,479
FieldValueIRS element (for citing)
Capital Gain Net Income$37,966CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,898InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$2,898SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$2,898TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$5,855EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$5,855TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$2,957OverpaymentAmt
Applied To ES Tax$2,957AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateDEOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksELI GOTTESDIENERIndividualWithBooksNm
Phone2022431000PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line116192 COASTAL HWYAddressLine1Txt
CityLEWESCityNm
State AbbreviationDEStateAbbreviationCd
ZIP19958ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonELI GOTTESDIENERPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1929 PRESIDENT STAddressLine1Txt
CityBROOKLYNCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11215ZIPCd
FieldValueIRS element (for citing)
TitleTRUSTEETitleTxt
Average Hrs Per Wk Devoted To Pos1.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$6,088,906AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$57,595AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$955,685FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$7,102,186TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$7,102,186AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$106,533CashDeemedCharitableAmt
Net Vl Noncharitable Assets$6,995,653NetVlNoncharitableAssetsAmt
Minimum Investment Return$349,783MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$349,783MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,898TaxBasedOnInvestmentIncomeAmt
Total Tax$2,898TotalTaxAmt
Distributable Before Adj$346,885DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$346,885DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$346,885DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$342,416ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$342,416QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$346,885DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr2$695,946ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$800,837ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,496,783TotalExcessDistributionCyovAmt
Qualifying Distributions$342,416QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$342,416AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$4,469ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$4,469ExcessDistributionCyovAppCYAmt
Total Corpus$1,492,314TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,492,314ExcessDistriCyovToNextYrAmt
Excess From Year2$691,477ExcessFromYear2Amt
Excess From Year1$800,837ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerELI GOTTESDIENERContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
HOME START INC
105 CHAUNCY STREET SUITE 502BOSTONMA02111PUBLIC CHARITYSHELTER SUPPORT$15,000
FRACTURED ATLAS
248 W 35TH STNEW YORKNY10001PUBLIC CHARITYGENERAL SUPPORT$40,000
DISCOVERY TO CURE FOUNDATION INC
179 SUNRISE HILL CIRCLEORANGECT06447PUBLIC CHARITYMEDICAL SUPPORT$10,000
MEMORIAL SLOAN KETTERING CANCER CENTER
650 COMMACK RDCOMMACKNY11725PUBLIC CHARITYMEDICAL SUPPORT$1,000
PROTEZ FOUNDATION
3510 HOPKINS PI W130DOAKDALEMN55128PUBLIC CHARITYGENERAL SUPPORT$25,000
SUSAN G KOMEN
13770 NOEL RD STE 801889DALLASTX75380PUBLIC CHARITYGENERAL SUPPORT$1,150
BEAM CENTER INC
60 SACKETT STREETBROOKLYNNY11231PUBLIC CHARITYEDUCATIONAL SUPPORT$5,000
HERITAGE PROJECTS FOUNDATION INC
155 W 70 STREET 8BNEW YORKNY10023PUBLIC CHARITYGENERAL SUPPORT$65,000
CEDARS-SINAI MEDICAL CENTER
8700 BEVERLY BLVD 2900ALOS ANGELESCA90048PUBLIC CHARITYMEDICAL SUPPORT$100,000
CITIZEN'S COMMITTEE FOR CHILDREN
14 WALL STREET SUITE 4ENEW YORKNY10005PUBLIC CHARITYGENERAL SUPPORT$10,000
OPEN SPACE INSTITUTE
1350 BROADWAY ROOM 201NEW YORKNY10018PUBLIC CHARITYGENERAL SUPPORT$1,000
CENTER FOR BOOK ARTS INC
28 W 27TH STNEW YORKNY10001PUBLIC CHARITYEDUCATIONAL SUPPORT$3,000
AMERICAN INDIAN COLLEGE FUND
8333 GREENWOOD BLVDDENVERCO80221PUBLIC CHARITYEDUCATIONAL SUPPORT$20,000
THE OLD STONE HOUSE
336 3RD STBROOKLYNNY11215PUBLIC CHARITYGENERAL SUPPORT$5,000
SEATTLE CHAMBER ORCHESTRA
4327 170TH PI SEBELLEVUEWA98006PUBLIC CHARITYGENERAL SUPPORT$10,000
NORTH FORK ARTS CENTER
PO BOX 263GREENPORTNY11944PUBLIC CHARITYEDUCATIONAL SUPPORT$10,000
PROSPECT PARK ALLIANCE
95 PROSPECT PARK WBROOKLYNNY11215PUBLIC CHARITYCOMMUNITY SUPPORT$10,000
THE PENSION RIGHTS CENTER
1050 30TH STREET NWWASHINGTONDC20007PUBLIC CHARITYGENERAL SUPPORT$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$341,150TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$175,256ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$37,966ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$213,222ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$213,222TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonELI GOTTESDIENERContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1929 PRESIDENT STAddressLine1Txt
CityBROOKLYNCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11215ZIPCd
FieldValueIRS element (for citing)
Total Contributions$1,297,930TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property23,606 SHARES OF VANGUARD TOTAL STOCK MARKET INDEX FUND INSTITUTIONALNoncashPropertyDesc
Fair Market Value$2,618,141FairMarketValueAmt
Received2023-12-07ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEECategoryTxt
Amt$1,266Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,266DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondVANGUARD BONDSBondNm
EOY Book Value$2,128,559EOYBookValueAmt
EOYFMV$1,835,885EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockVANGUARD MUTUAL FUNDSStockNm
EOY Book Value$3,971,740EOYBookValueAmt
EOYFMV$7,192,921EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemLIFE BIOSCIENCE LLCCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$955,685BookValueAmt
EOYFMV$955,685EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescADJUSTMENT TO BOOK VALUE FOR CORPORATE STOCK INVESTMENTSDesc
Amt$633,724Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescINVESTMENT EXPENSES FROM K-1Desc
Revenue And Expenses Per Books$1,780RevenueAndExpensesPerBooksAmt
Net Investment Income$1,780NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL TAX$4,000$0$0
FOREIGN TAX PAID$2,984$2,984$0

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