TURKANIS FAMILY FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
TURKANIS FAMILY FOUNDATION (EIN 20-8678978)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-07-07
IRS object ID
202201889349101100
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 ReturnHeader

FieldValueIRS element (for citing)
Return2022-07-07T11:25:04-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1FOUNDATION SOURCEBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1ONE HOLLOW LN STE 212AddressLine1Txt
CityLAKE SUCCESSCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11042ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN208678978EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Turkanis Family FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% Foundation SourceInCareOfNm
Business Name ControlTURKBusinessNameControlTxt
Phone8008391754PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1Foundation Source 501 Silverside RdAddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBARRY TURKANISPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone8008391754PhoneNum
Signature2022-06-30SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstBARRYPersonFirstNm
Person LastTURKANISPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJeffrey D HaskellPreparerPersonNm
PTINP01345770PTIN
Phone8008391754PhoneNum

Additional Filer Information AdditionalFilerInformation

FieldValueIRS element (for citing)
Trusted CustomerTrustedCustomerGrp
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$810,539FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$232,369ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$140InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$140InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$11,675DividendsRevAndExpnssAmt
Dividends Net Invst Incm$11,675DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$42,237NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$50,617GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$42,237CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$286,421TotalRevAndExpnssAmt
Total Net Invst Incm$54,052TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Taxes Rev And Expnss$2,280TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$5,876OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$5,876OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$8,156TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$5,876TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$37,290ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$37,290ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$45,446TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$43,166TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$240,975ExcessRevenueOverExpensesAmt
Net Investment Income$54,052NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$86,022SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$54,193SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$54,193SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$360,393CorporateStockBOYAmt
Corporate Stock EOY$633,197CorporateStockEOYAmt
Corporate Stock EOYFMV$756,346CorporateStockEOYFMVAmt
Total Assets BOY$446,415TotalAssetsBOYAmt
Total Assets EOY$687,390TotalAssetsEOYAmt
Total Assets EOYFMV$810,539TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$446,415RetainedEarningBOYAmt
Retained Earning EOY$687,390RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$446,415TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$687,390TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$446,415TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$687,390TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$446,415TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$240,975ExcessRevenueOverExpensesAmt
Subtotal$687,390SubtotalAmt
Tot Net Ast Or Fund Balances EOY$687,390TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPublicly-traded SecuritiesPropertyDesc
Gross Sales Price$50,617GrossSalesPriceAmt
Cost Or Other Basis$8,380CostOrOtherBasisAmt
Gain Or Loss$42,237GainOrLossAmt
Gains Minus Excess Or Losses$42,237GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$42,237CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$751InvestmentIncomeExciseTaxAmt
Subtotal$751SubtotalAmt
Tax Based On Investment Income$751TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$803EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits$803TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$52OverpaymentAmt
Applied To ES Tax$52AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateDEOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8008391754PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1501 Silverside Road Suite 123AddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Amanda Jaffe
Foundation Source 501 Silverside RdWilmingtonDE198091377VP1.0$0$0$0
Barry S Turkanis
Foundation Source 501 Silverside RdWilmingtonDE198091377Pres, Dir, Sec1.0$0$0$0
David Turkanis
Foundation Source 501 Silverside RdWilmingtonDE198091377VP1.0$0$0$0
Ellen Turkanis
Foundation Source 501 Silverside RdWilmingtonDE198091377VP, Dir1.0$0$0$0
Jeffrey Turkanis
Foundation Source 501 Silverside RdWilmingtonDE198091377VP1.0$0$0$0
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$555,326AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$77,107AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$632,433TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$632,433AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$9,486CashDeemedCharitableAmt
Net Vl Noncharitable Assets$622,947NetVlNoncharitableAssetsAmt
Minimum Investment Return$31,147MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$31,147MinimumInvestmentReturnAmt
Tax Based On Investment Income$751TaxBasedOnInvestmentIncomeAmt
Total Tax$751TotalTaxAmt
Distributable Before Adj$30,396DistributableBeforeAdjAmt
Distributable Before Ded$30,396DistributableBeforeDedAmt
Distributable As Adjusted$30,396DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$43,166ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$43,166QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$30,396DistributableAsAdjustedAmt
Prior Year12019PriorYear1Yr
Prior Year22018PriorYear2Yr
Prior Year32017PriorYear3Yr
Excess Distribution Cyov Yr5$10,379ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$818ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$15,407ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$19,640ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$21,273ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$67,517TotalExcessDistributionCyovAmt
Qualifying Distributions$43,166QualifyingDistributionsAmt
Applied To Current Year$30,396AppliedToCurrentYearAmt
Remaining Distri From Corpus$12,770RemainingDistriFromCorpusAmt
Total Corpus$80,287TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$10,379ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$69,908ExcessDistriCyovToNextYrAmt
Excess From Year4$818ExcessFromYear4Amt
Excess From Year3$15,407ExcessFromYear3Amt
Excess From Year2$19,640ExcessFromYear2Amt
Excess From Year1$21,273ExcessFromYear1Amt
Excess From Current Year$12,770ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerBarry S TurkanisContributingManagerNm
Contributing ManagerEllen TurkanisContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMERICAN CLEFT PALATE-CRANIOFACIAL ASSOCIATION
1504 E FRANKLIN ST STE 102CHAPEL HILLNC27514N/APCGeneral & Unrestricted$200
BOCA RATON REGIONAL HOSPITAL INC
800 MEADOWS RDBOCA RATONFL33486N/APCGeneral & Unrestricted$5,000
CHILDRENS HOSPITAL CORPORATION
401 PARK DR STE 602BOSTONMA02215N/APCGeneral & Unrestricted$1,000
COMBINED JEWISH PHILANTHROPIES OF GREATER BOSTON I
126 HIGH STBOSTONMA02110N/APCGeneral & Unrestricted$750
COMBINED JEWISH PHILANTHROPIES OF GREATER BOSTON I
126 HIGH STBOSTONMA02110N/APCAnnual Campaign$360
CONGREGATION SHIRAT HAYAM OF THE NORTH SHORE
55 ATLANTIC AVESWAMPSCOTTMA01907N/APCGeneral & Unrestricted$12,800
CONGREGATION SHIRAT HAYAM OF THE NORTH SHORE
55 ATLANTIC AVESWAMPSCOTTMA01907N/APCRabbi's Discretionary Fund$360
CONGREGATION SHIRAT HAYAM OF THE NORTH SHORE
55 ATLANTIC AVESWAMPSCOTTMA01907N/APCRabbi's Discretionary Fund$360
HUNDRED CLUB OF MASSACHUSETTS INC
17 GLOUCESTER STBOSTONMA02115N/APCGeneral & Unrestricted$250
MARCH OF DIMES INC
PO BOX 18819ATLANTAGA31126N/APCCharitable Event$360
MERRY MIXERS INC
PO BOX 1282MARBLEHEADMA01945N/APCGeneral & Unrestricted$250
MY BROTHERS TABLE INC
98 WILLOW STLYNNMA01901N/APCGeneral & Unrestricted$180
NORTH SHORE JEWISH PRESS LTD THE JOURNAL OF THE NO
27 CONGRESS ST STE 501SALEMMA01970N/APCGeneral & Unrestricted$180
NORTH SHORE SYNAGOGUE
83 MUTTONTOWN RDSYOSSETNY11791N/APCYom Kippur$1,000
NORTH SHORE SYNAGOGUE
83 MUTTONTOWN RDSYOSSETNY11791N/APCRabbi's Discretionary Fund$550
NORTH SHORE UNIVERSITY HOSPITAL
972 BRUSH HOLLOW RD 5TH FLWESTBURYNY11590N/APCCardiovascular and Thoracic Division$220
PLAY FOR P I N K INC
28 W 44TH ST STE 609NEW YORKNY10036N/APCGeneral & Unrestricted$1,200
SPUR INC
PO BOX 1274MARBLEHEADMA01945N/APCGeneral & Unrestricted$1,000
ST JUDE CHILDREN'S RESEARCH HOSPITAL
3750 NW 87TH AVE STE 100DORALFL33178N/APCGeneral & Unrestricted$150
SYOSSET FIRE DEPARTMENT INC
50 COLD SPRING RDSYOSSETNY11791N/APCGeneral & Unrestricted$20
THE ARTHUR J EPSTEIN HILLEL SCHOOL INC
6 COMMUNITY RDMARBLEHEADMA01945N/APCGeneral & Unrestricted$3,600
THE JEWISH COMMUNITY CENTER OF THE NORTH SHORE INC
4 COMMUNITY RDMARBLEHEADMA01945N/APCGeneral & Unrestricted$7,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$37,290TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$140ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$11,675ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment IncomeOtherInvestmentIncomeGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$42,237ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$54,052ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$54,052TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

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 PersonCoolidge Partners Limited PartnerssContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1c/o Barry Turkanis 8 Coolidge RoadAddressLine1Txt
CityMarbleheadCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01945ZIPCd
FieldValueIRS element (for citing)
Total Contributions$232,369TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash PropertyAPPLE INC AAPL, 1300 sh.NoncashPropertyDesc
Fair Market Value$232,369FairMarketValueAmt
Received2021-12-27ReceivedDt

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ALPHABET INC CL C$56,979$144,680
APPLE INC$232,369$230,841
GOLDMAN SACHS GROUP INC PFD -$156,260$202,720
MICROSOFT CORP$18,759$42,040
SORRENTO THERAPEUTICS$80,606$58,125
VERIZON COMMUNICATIONS$88,224$77,940

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Administrative Fees$5,813$5,813
Postage/Delivery Service$38$38
State or Local Filing Fees$25$25

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmt
990-PF Estimated Tax for 2021$800
990-PF Extension for 2020$1,480

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