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DOLA HAMILTON STEMBERG CHARITABLE FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
DOLA HAMILTON STEMBERG CHARITABLE FOUNDATION (EIN 20-5672504)
Tax period
2020-08-01 to 2021-07-31
Filed
2022-02-01
IRS object ID
202210329349100611
Schema version
2020v4.1
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)
Return2022-02-01T14:41:11-06:00ReturnTs
Tax Period End2021-07-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN135381590PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BDO USA LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11601 FORUM PLACE 9TH FLOORAddressLine1Txt
CityWEST PALM BEACHCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33401ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-08-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN205672504EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1DOLA HAMILTON STEMBERG CHARITABLEBusinessNameLine1Txt
Business Name Line2FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlDOLABusinessNameControlTxt
Phone6172275540PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12200 SOUTH OCEAN LANE APT 2701AddressLine1Txt
CityFORT LAUDERDALECityNm
State AbbreviationFLStateAbbreviationCd
ZIP33316ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDOLA STEMBERGPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone6172275540PhoneNum
Signature2022-01-25SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstDOLAPersonFirstNm
Person LastSTEMBERGPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonGREGORY SILVERSTEINPreparerPersonNm
PTINP01303184PTIN
Phone5616881600PhoneNum
Preparation2022-01-25PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$10,081,147FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$684,166ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$69,645DividendsRevAndExpnssAmt
Dividends Net Invst Incm$69,645DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$761,466NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,593,515GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$761,466CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$29,967OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$29,967OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$1,545,244TotalRevAndExpnssAmt
Total Net Invst Incm$861,078TotalNetInvstIncmAmt
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$10,500AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$10,500AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$38,909OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$38,909OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$70TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$49,479TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$49,409TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$369,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$369,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$418,979TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$49,409TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$369,500TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,126,265ExcessRevenueOverExpensesAmt
Net Investment Income$811,669NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$95,347SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$81,621SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$81,621SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,827,718CorporateStockBOYAmt
Corporate Stock EOY$1,802,109CorporateStockEOYAmt
Corporate Stock EOYFMV$1,802,109CorporateStockEOYFMVAmt
Corporate Bonds BOY$867,173CorporateBondsBOYAmt
Corporate Bonds EOY$1,399,788CorporateBondsEOYAmt
Corporate Bonds EOYFMV$1,399,788CorporateBondsEOYFMVAmt
Other Investments BOY$4,790,651OtherInvestmentsBOYAmt
Other Investments EOY$6,797,629OtherInvestmentsEOYAmt
Other Investments EOYFMV$6,797,629OtherInvestmentsEOYFMVAmt
Total Assets BOY$7,580,889TotalAssetsBOYAmt
Total Assets EOY$10,081,147TotalAssetsEOYAmt
Total Assets EOYFMV$10,081,147TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$5,480,114CapitalStockBOYAmt
Capital Stock EOY$5,480,114CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$2,100,775RetainedEarningBOYAmt
Retained Earning EOY$4,601,033RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$7,580,889TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$10,081,147TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$7,580,889TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$10,081,147TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$7,580,889TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,126,265ExcessRevenueOverExpensesAmt
Other Increases$1,373,993OtherIncreasesAmt
Subtotal$10,081,147SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$10,081,147TotNetAstOrFundBalancesEOYAmt

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$1,593,515GrossSalesPriceAmt
Cost Or Other Basis$832,049CostOrOtherBasisAmt
Gain Or Loss$761,466GainOrLossAmt
Gains Minus Excess Or Losses$761,466GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$761,466CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$11,282InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$11,282SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$11,282TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$11,530EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$10,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$21,530TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$10,248OverpaymentAmt
Applied To ES Tax$10,248AppliedToESTaxAmt
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 Satisfied0Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateMAOrgReportOrRegisterStateCd
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 BooksDOLA HAMILTON STEMBERGIndividualWithBooksNm
Phone6172275540PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12200 SOUTH OCEAN LANE APT 2701AddressLine1Txt
CityFORT LAUDERDALECityNm
State AbbreviationFLStateAbbreviationCd
ZIP33316ZIPCd
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)
PersonDOLA HAMILTON STEMBERGPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line12200 SOUTH OCEAN LANE APT 2701AddressLine1Txt
CityFORT LAUDERDALECityNm
State AbbreviationFLStateAbbreviationCd
ZIP33316ZIPCd
FieldValueIRS element (for citing)
TitleTRUSTEETitleTxt
Average Hrs Per Wk Devoted To Pos8.00AverageHrsPerWkDevotedToPosRt
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

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1THE FOUNDATION PROVIDES GRANTS TO QUALIFIED ORGANIZATIONS; IT DOES NOT PARTICIPATE IN ANY DIRECT CHARITABLE ACTIVITIES.Description1Txt
Expenses1$0Expenses1Amt

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$8,831,620AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$91,454AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$8,923,074TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$8,923,074AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$133,846CashDeemedCharitableAmt
Net Vl Noncharitable Assets$8,789,228NetVlNoncharitableAssetsAmt
Minimum Investment Return$439,461MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$439,461MinimumInvestmentReturnAmt
Tax Based On Investment Income$11,282TaxBasedOnInvestmentIncomeAmt
Total Tax$11,282TotalTaxAmt
Distributable Before Adj$428,179DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$428,179DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$428,179DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$369,500ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$369,500QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$369,500AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$428,179DistributableAsAdjustedAmt
Undistributed Income PY$369,202UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$369,500QualifyingDistributionsAmt
Applied To Year1$369,202AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$298AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$427,881UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonDOLA HAMILTON STEMBERGRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line12200 SOUTH OCEAN LANE APT 2701AddressLine1Txt
CityFORT LAUDERDALECityNm
State AbbreviationFLStateAbbreviationCd
ZIP33316ZIPCd
FieldValueIRS element (for citing)
Recipient Phone6172275540RecipientPhoneNum
Form And Info And MaterialsON THE CHARITABLE ORGANIZATION'S STATIONERY WITH INFORMATION ABOUT THE ORGANIZATION AND HOW THE GIFT WILL BE USED.FormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsALL CHARITABLE ORGANIZATIONS SERVING MASSACHUSETTSRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
DEXTER SCHOOL
20 NEWTON STREETBROOKLINEMA02445NONEPUBLIC CHARITYPROVIDE SCHOLARSHIPS FOR EDUCATION$60,000
FEEDING SOUTH FLORIDA INC
2501 SW 32ND TERRACEPEMBROKE PARKFL33023NONEPUBLIC CHARITYPROVIDES HUNGER RELIEF TO FOOD INSECURE POPULATION$100,000
GROTON SCHOOL
282 FARMERS ROWGROTONMA01450NONEPUBLIC CHARITYPROVIDE SCHOLARSHIPS FOR EDUCATION$10,000
HARVARD BUSINESS SCHOOL
HARVARD BUSINESS SCHOOLBOSTONMA02163NONEPUBLIC CHARITYSUPPORT EDUCATION PROGRAMS AND RESEARCH$4,000
HARVARD COLLEGE FUND
PO BOX 419209BOSTONMA02241NONEPUBLIC CHARITYSUPPORT EDUCATION PROGRAMS AND RESEARCH$2,500
MGH - PACT PROGRAM FUND
15 PARKMAN STBOSTONMA02114NONEPUBLIC CHARITYPROVIDES EDUCATIONAL SUPPORT$7,500
NEW ENGLAND CENTER AND HOME FOR VETERANS
17 COURT STBOSTONMA02108NONEPUBLIC CHARITYPROVIDES ASSISTANCE TO VETERANS$20,000
PRINCETON SYMPHONY ORCHESTRA
575 EWING STPRINCETONMA08540NONEPUBLIC CHARITYPROVIDES SUPPORT FOR THE ARTS$5,000
THE GREATER BOSTON FOOD BANK
70 S BAY AVEBOSTONMA02118NONEPUBLIC CHARITYPROVIDES HUNGER RELIEF TO FOOD INSECURE POPULATION$100,000
THOMPSON ISLAND OUTWARD BOUND EDUCATION CENTER
21 DRYDOCK AVEBOSTONMA02210NONEPUBLIC CHARITYSUPPORT EDUCATION$500
TUNNEL TOWERS FOUNDATION
2361 HYLAN BLVDSTATEN ISLANDNY10306NONEPUBLIC CHARITYHONOR MILITARY AND FIRST RESPONDERS$30,000
WOUNDED WARRIOR PROJECT INC
4899 BELFORT RD SUITE 300JACKSONVILLEFL32256NONEPUBLIC CHARITYTO HONOR AND EMPOWER WOUNDED WARRIORS$30,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$369,500TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$69,645ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$29,967ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$761,466ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$861,078ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$861,078TotalIncomeProducingActyAmt

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 PersonDOLA STEMBERGContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line12200 SOUTH OCEAN LANE APT 2701AddressLine1Txt
CityFORT LAUDERDALECityNm
State AbbreviationFLStateAbbreviationCd
ZIP33316ZIPCd
FieldValueIRS element (for citing)
Total Contributions$684,166TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp (6 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
1700 SHARES BRISTOL-MYERS SQUIBB COMPANY STOCK$46,2142021-01-14
11,000 SHARES CVS CAREMARK CORP STOCK$75,0502021-01-14
11,000 SHARES JPMORGAN CHASE & CO STOCK$141,1702021-01-14
11,100 SHARES MICROSOFT CORP STOCK$234,3222021-01-14
16,000 SHARES MUELLER WATER PRODUCTS STOCK$77,1602021-01-14
13,000 SHARES PFIZER INC STOCK$110,2502021-01-14

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$10,500Amt
Net Investment Income$10,500NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondCORPORATE BONDSBondNm
EOY Book Value$1,399,788EOYBookValueAmt
EOYFMV$1,399,788EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORPORATE STOCKStockNm
EOY Book Value$1,802,109EOYBookValueAmt
EOYFMV$1,802,109EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemOTHER INVESTMENTSCategoryOrItemTxt
Listed At Cost Or FMVFMVListedAtCostOrFMVCd
Book Value$6,797,629BookValueAmt
EOYFMV$6,797,629EOYFMVAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
BC VII PRIVATE INVESTORS, LLC$2,175$2,175$2,175
BROWN ADVISORY INVESTORS 2006 - SLP III$14,262$14,262$14,262
INTERNATIONAL PUBLIC EQUITY, LLC$9,903$9,903$9,903
PUBLIC MARKETS, LLC$3,705$3,705$3,705
SUMMIT VI ADVISORS FUND, L.P.-$78-$78-$78

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (2 entries)

DescDescAmtAmt
CHANGE IN UNREALIZED GAINS AND LOSSES$895,854
APPRECIATED STOCK CONTRIBUTION$478,139

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
SCS CAPITAL MANAGEMENT - INVESTMENT FEES$36,680$36,680$0
STATE STREET BANK & TRUST - CUSTODY FEES$2,229$2,229$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryMA TAXCategoryTxt
Amt$70Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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