HARRY H BEREN FOUNDATION ZB: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- HARRY H BEREN FOUNDATION ZB (EIN 20-1203311)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2023-11-14
- IRS object ID
- 202333189349105473
- Schema version
- 2021v4.2
- 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
- Legal Fees Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-14T16:24:09-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 341854260 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBIZ MHM LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4600 S ULSTER ST SUITE 900 | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80237 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201203311 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HARRY H BEREN FOUNDATION ZB | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HARR | BusinessNameControlTxt |
| Phone | 3038885727 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1888 SHERMAN ST SUITE 600 | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80203 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ZEV BEREN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3038885727 | PhoneNum |
| Signature | 2023-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ZEV | PersonFirstNm |
| Person Last | BEREN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TIM WEST CPA JD LLM | PreparerPersonNm |
| PTIN | P00290756 | PTIN |
| Phone | 7202007000 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amended Return | Yes (X) | AmendedReturnInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,747,586 | 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 | $243,299 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $243,299 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $243,299 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $718,381 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $863,568 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $718,381 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $961,680 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $961,680 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $243,299 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $21,283 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $21,283 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $11,097 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $11,097 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $10,245 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $10,245 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $709 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $709 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $43,334 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $22,051 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $21,283 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $344,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $344,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $387,834 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $22,051 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $21,283 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $344,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $573,846 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $939,629 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $222,016 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $203,521 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $246,233 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $246,233 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $5,245,591 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,776,725 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,501,353 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $5,449,112 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,022,958 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,747,586 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $4,787,350 | CapitalStockBOYAmt |
| Capital Stock EOY | $4,787,350 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $661,762 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,235,608 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,449,112 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,022,958 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,449,112 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,022,958 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,449,112 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $573,846 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $6,022,958 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,022,958 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| VANGUARD US GROWTH FUND | 2008-12-31 | 2021-12-15 | $173,767 | $43,204 | $130,563 | $130,563 | |
| VANGUARD US GROWTH FUND | 2018-12-18 | 2021-12-15 | $76,939 | $44,597 | $32,342 | $32,342 | |
| VANGUARD US GROWTH FUND | 2019-04-03 | 2021-12-15 | $93,794 | $57,386 | $36,408 | $36,408 | |
| CAPITAL GAINS DIVIDENDS | $519,068 | $519,068 | $519,068 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $718,381 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $13,061 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $13,061 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $13,061 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $14,633 | 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 | $14,633 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,572 | OverpaymentAmt |
| Applied To ES Tax | $1,572 | 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 | CO | 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 | THE FOUNDATION | IndividualWithBooksNm |
| Phone | 3032957772 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1888 SHERMAN ST STE 600 | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80203 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ZEV BEREN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1888 SHERMAN ST | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80203 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PRESIDENT | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 5.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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 | $8,535,400 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $210,480 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,745,880 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,745,880 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $131,188 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,614,692 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $430,735 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $430,735 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $13,061 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $13,061 | TotalTaxAmt |
| Distributable Before Adj | $417,674 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $417,674 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $417,674 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $344,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $344,500 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $417,674 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $320,359 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $344,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $320,359 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $24,141 | 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 | $393,533 | 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) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (35 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| AGUDATH ISRAEL OF AMERICA | |||||
| 42 BROADWAY - 14TH FLOOR | NEW YORK | NY | 10004 | CHARITABLE | $25,000 |
| AMER COM FOR SHAARE ZEDEK HOSPITAL | |||||
| 55 WEST 39TH STREET 4TH FLOOR | NEW YORK | NJ | 10018 | CHARITABLE | $3,000 |
| AMERICAN FRIENDS OF OHEL SARAH | |||||
| 225 HUDSON STREET | LAKEWOOD | NJ | 08701 | CHARITABLE | $6,000 |
| AMERICAN FRIENDS OF PONEVEZ YESHIVA | |||||
| 1133 BROADWAY SUITE 823 | NEW YORK | NY | 10010 | CHARITABLE | $2,000 |
| AMERICAN FRIENDS OF YESHIVA D'MIR | |||||
| 5227 NEW UTRECHT AVENUE | BROOKLYN | NY | 11219 | CHARITABLE | $1,500 |
| BAIS MENACHEM INC-CHABAD OF COLORADO | |||||
| 400 SOUTH HOLLY STREET | DENVER | CO | 80246 | CHARITABLE | $3,000 |
| BETH JACOB HIGH SCHOOL OF DENVER | |||||
| 5100 WEST 14TH AVENUE | DENVER | CO | 80204 | EDUCATION | $24,000 |
| BETH MEDRASH GOVOHA OF AMERICA | |||||
| 617 SIXTH STREET | LAKEWOOD | NJ | 08701 | CHARITABLE | $42,000 |
| BOYS TOWN JERUSALEM FDN OF AMER INC | |||||
| 110 HILLSIDE BLVD SUITE 14 | LAKEWOOD | NJ | 08701 | CHARITABLE | $1,000 |
| CHABAD LUBAVITCH OF BOULDER COUNTY | |||||
| 4900 SIOUX DRIVE | BOULDER | CO | 80303 | CHARITABLE | $500 |
| DEGEL YERUSHALAYIM CULTURAL FUND | |||||
| 180 SUMMIT AVENUE SUITE 202 | MONTVALE | NJ | 07645 | CHARITABLE | $12,000 |
| DENVER COMMUNITY KOLLEL | |||||
| 1395 WOLFF STREET | DENVER | CO | 80204 | CHARITABLE | $20,000 |
| EZRAS TORAH - TORAH RELIEF SOC INC | |||||
| 1540 ROUTE 202 SUITE 2 | POMONA | NY | 10970 | CHARITABLE | $6,000 |
| GANEINU | |||||
| 6738A EAST CEDAR AVENUE | DENVER | CO | 80224 | CHARITABLE | $1,000 |
| HILLEL ACADEMY OF DENVER | |||||
| 450 SOUTH HUDSON STREET | DENVER | CO | 80246 | EDUCATION | $40,000 |
| JEWISH IN THE CITY-CHABAD | |||||
| 1410 GRANT STREET SUITE B207 | DENVER | CO | 80203 | CHARITABLE | $500 |
| KOLLEL ATERES MORDECHAI | |||||
| 2302 TAPESTRY COURT | TOMS RIVER | NJ | 08755 | CHARITABLE | $8,000 |
| LAKEWOOD CHEDER SCHOOL | |||||
| PO BOX 838 | LAKEWOOD | NJ | 08701 | EDUCATION | $10,000 |
| MESIVTHA TIFERETH JERUSALEM | |||||
| 145 E BROADWAY | NEW YORK | NY | 10002 | CHARITABLE | $11,000 |
| NER ISRAEL RABBINICAL COLLEGE | |||||
| 400 MT WILSON LANE | BALTIMORE | MD | 21208 | EDUCATION | $28,000 |
| OHR SOMAYACH INTERNATIONAL INC | |||||
| 1399 BROADWAY SUITE 823 | NEW YORK | NY | 10010 | CHARITABLE | $1,000 |
| OHR SOMAYACH J TANENBAUM ED CTR | |||||
| 244 ROUTE 306 | MONSEY | NY | 10952 | CHARITABLE | $1,500 |
| P'EYLIM LEV L'ACHIM | |||||
| 1034 E 12TH STREET | BROOKLYN | NY | 11230 | CHARITABLE | $7,500 |
| RABBINICAL COLLEGE OF TELSHE | |||||
| 28400 EUCLID AVENUE | WICKLIFFE | OH | 44092 | EDUCATION | $17,500 |
| SHUVU RETURN INC | |||||
| 5218 16TH AVENUE | BROOKLYN | NY | 11204 | CHARITABLE | $12,000 |
| TALMUDICAL YESHIVA OF PHILADELPHIA | |||||
| 6063 DREXEL ROAD | PHILADELPHIA | PA | 19131 | CHARITABLE | $6,000 |
| THE JEWISH EXPERIENCE | |||||
| 399 S MONACO PARKWAY | DENVER | CO | 80224 | CHARITABLE | $6,500 |
| TORAH SCHOOLS FOR ISRAEL | |||||
| 1607 45TH STREET | BROOKLYN | NY | 11204 | EDUCATION | $6,000 |
| UNION OF ORTHO JEWISH CONG OF AMER | |||||
| 11 BROADWAY 14TH FLOOR | NEW YORK | NY | 10004 | CHARITABLE | $1,500 |
| WESTERN CTR FOR RUSSIAN JEWRY | |||||
| 295 S LOCUST STREET | DENVER | CO | 80224 | CHARITABLE | $3,000 |
| YESHIVA BETH DAVID | |||||
| 22 W MAPLE AVENUE | MONSEY | NY | 10952 | CHARITABLE | $7,000 |
| YESHIVA CHAYEI OLAM INC | |||||
| 14 EAST ELEVENTH STREET | LAKEWOOD | NJ | 80701 | CHARITABLE | $5,000 |
| YESHIVA GEDOLAH BE'ER HATORAH | |||||
| 961 ESAT COUNTY LINE ROAD | LAKEWOOD | NJ | 08701 | CHARITABLE | $2,500 |
| YESHIVA TORAS CHAIM | |||||
| 1555 STUART STREET | DENVER | CO | 80204 | CHARITABLE | $18,000 |
| YESHIVA UNIVERSITY | |||||
| 500 W 185TH STREET SUITE BH 316 | NEW YORK | NY | 10033 | EDUCATION | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $344,500 | 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 | $243,299 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $718,381 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $961,680 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $961,680 | 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 | 1 | LineNumberTxt |
| Relationship Statement | INCOME ALLOWING THE FOUNDATION TO CONTINUE MAKING CHARITABLE GIFTS | 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 (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| TRUST FEES | $9,397 | $9,397 | $0 | $0 |
| ACCOUNTING FEES | $1,700 | $1,700 | $0 | $0 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (8 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DODGE & COX STOCK FUND | $845,863 | $1,869,143 |
| VANGUARD BEACON SMALL CAP VALUE | $733,538 | $1,906,842 |
| AMERICAN BEACON SMALL CAP VALUE | $705,227 | $992,047 |
| AMERICAN EUROPACIFIC GROWTH | $288,308 | $394,302 |
| ARTISAN INTERNATIONAL FUND | $350,629 | $529,028 |
| DOUBLELINE TOTAL RETURN FUND | $1,477,488 | $1,401,996 |
| FPA CRESCENT PORTFOLIO | $653,512 | $730,898 |
| WESTWOOD INCOME OPPORTUNITY | $722,160 | $677,097 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $21,283 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $21,283 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY | CategoryTxt |
| Amt | $10,245 | Amt |
| Net Investment Income | $10,245 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES PAID | CategoryTxt |
| Amt | $709 | Amt |
| Net Investment Income | $709 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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