1848 FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- 1848 FOUNDATION (EIN 06-6302129)
- Tax period
- 2020-04-01 to 2021-03-31
- Filed
- 2022-02-11
- IRS object ID
- 202220429349100307
- Schema version
- 2020v4.2
- 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 Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-02-11T11:07:02-06:00 | ReturnTs |
| Tax Period End | 2021-03-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 873707167 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBIZ MARKS PANETH LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4 MANHATTANVILLE ROAD | AddressLine1Txt |
| City | PURCHASE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10577 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 066302129 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 1848 FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | 1848 | BusinessNameControlTxt |
| Phone | 9145249000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 61 EAST 11TH STREET 10TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10003 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALAN RITTER | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 9145249000 | PhoneNum |
| Signature | 2022-02-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ALAN | PersonFirstNm |
| Person Last | RITTER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KOPPELMAN MARC R | PreparerPersonNm |
| PTIN | P00845059 | PTIN |
| Phone | 9145249000 | PhoneNum |
| Preparation | 2022-02-02 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $9,506,383 | 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 | $142,240 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $142,240 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $301,808 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,923,358 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $301,808 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $444,048 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $444,048 | 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 |
| Accounting Fees Rev And Expnss | $57,750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $11,550 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $46,200 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $105,946 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $68,146 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $37,800 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $457 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $457 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $164,153 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $80,153 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $84,000 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $391,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $391,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $555,153 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $80,153 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $475,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$111,105 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $363,895 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $302,039 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $120,187 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $120,187 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $866,186 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $914,404 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $914,404 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $5,360,201 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,656,027 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,656,027 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $779,049 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $815,765 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $815,765 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $7,307,475 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,506,383 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,506,383 | 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 | $7,307,475 | RetainedEarningBOYAmt |
| Retained Earning EOY | $9,506,383 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,307,475 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,506,383 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,307,475 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,506,383 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,307,475 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$111,105 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,310,013 | OtherIncreasesAmt |
| Subtotal | $9,506,383 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $9,506,383 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| PUBLICLY TRADED STOCK | P | 2020-12-31 | $1,908,265 | $1,621,550 | $286,715 | $286,715 |
| CASH IN LIEU | P | 2020-12-31 | $45 | $45 | $45 | |
| CAPITAL GAINS DIVIDENDS | P | $15,048 | $15,048 | $15,048 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $301,808 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,058 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,058 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,058 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $412 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $15,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $15,412 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $101 | EsPenaltyAmt |
| Overpayment | $10,253 | OverpaymentAmt |
| Applied To ES Tax | $10,253 | 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 | CT | 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 | MARC R KOPPELMAN CPA CBIZ MARKS | IndividualWithBooksNm |
| Phone | 9145249000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4 MANHATTANVILLE ROAD SUITE 402 | AddressLine1Txt |
| City | PURCHASE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10577 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| ALAN I RITTER | ||||||||
| 20 EAST 9TH STREET NO 23E | NEW YORK | NY | 10003 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| BECKY HUBBERT | ||||||||
| 61 EAST 11TH STREET 10TH FL | NEW YORK | NY | 10003 | TREASURER | 1.00 | $0 | $0 | $0 |
| EILEEN S SILVERSTEIN | ||||||||
| 20 EAST 9TH STREET NO 23E | NEW YORK | NY | 10003 | SECRETARY | 1.00 | $0 | $0 | $0 |
| JONATHAN RITTER | ||||||||
| 61 EAST 11TH STREET 10TH FL | NEW YORK | NY | 10003 | VICE-PRESIDENT | 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 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| MARKS PANETH LLP | |||||
| 4 MANHATTANVILLE ROAD STE 402 | PURCHASE | NY | 10577 | ACCOUNTING | $105,000 |
| UBS FINANCIAL SERVICES INC | |||||
| ONE STATE STREET SUITE 1600 | HARTFORD | CT | 061033102 | INVESTMENT ADVISORY | $58,696 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $8,488,988 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $357,920 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,846,908 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,846,908 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $132,704 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,714,204 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $435,710 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $435,710 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,058 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,058 | TotalTaxAmt |
| Distributable Before Adj | $430,652 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $430,652 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $430,652 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $475,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $475,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $475,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $430,652 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $132,769 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $475,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $132,769 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $342,231 | 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 | $88,421 | 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) |
|---|---|---|
| Contributing Manager | ALAN I RITTER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ACLU FOUNDATION | ||||||
| 125 BROAD STREET 18TH FLOOR | NEW YORK | NY | 10004 | PC | TO FURTHER DONEE'S CHARITABLE PURPOSE | $50,000 |
| BREAD AND PUPPET THEATER | ||||||
| 753 HEIGHTS ROAD | GLOVER | VT | 05839 | PC | TO FURTHER DONEE'S CHARITABLE PURPOSE | $3,000 |
| BTHS PA | ||||||
| 29 FORT GREENE PL | BROOKLYN | NY | 11217 | PC | TO FURTHER DONEE'S CHARITABLE PURPOSE | $3,000 |
| CENTER FOR CHILDREN'S ADVOCACY | ||||||
| 65 ELIZABETH STREET | HARTFORD | CT | 06105 | PC | TO FURTHER DONEE'S CHARITABLE PURPOSE | $50,000 |
| CENTER FOR CONSTITUTIONAL RIGHTS | ||||||
| 666 BROADWAY 7TH FLOOR | NEW YORK | NY | 10012 | PC | TO FURTHER DONEE'S CHARITABLE PURPOSE | $50,000 |
| CENTRAL AMERICA LEGAL ASSISTANCE | ||||||
| 240 HOOPER ST | BROOKLYN | NY | 11211 | PC | TO FURTHER DONEE'S CHARITABLE PURPOSE | $50,000 |
| COALITION FOR THE HOMELESS | ||||||
| 129 FULTON STREET | NEW YORK | NY | 10038 | PC | TO FURTHER DONEE'S CHARITABLE PURPOSE | $5,000 |
| COMPASSION AND CHOICES | ||||||
| 244 5TH AVENUE | NEW YORK | NY | 10001 | PC | TO FURTHER DONEE'S CHARITABLE PURPOSE | $25,000 |
| COOPERATION JACKSON | ||||||
| 939 W CAPITOL ST | JACKSON | MS | 39203 | PC | TO FURTHER DONEE'S CHARITABLE PURPOSE | $3,000 |
| FOUNDATION FOR THE STUDY OF INDEPENDENT SOCIAL IDEAS | ||||||
| 310 RIVERSIDE DRIVE | NEW YORK | NY | 10025 | PC | TO FURTHER DONEE'S CHARITABLE PURPOSE | $15,000 |
| GREENWICH VILLAGE SOCIETY | ||||||
| 232 EAST 11 STREET | NEW YORK | NY | 10003 | PC | TO FURTHER DONEE'S CHARITABLE PURPOSE | $3,000 |
| LA MAMA ETC | ||||||
| 74A EAST 4TH STREET | NEW YORK | NY | 10003 | PC | TO FURTHER DONEE'S CHARITABLE PURPOSE | $1,000 |
| MAKE THE ROAD NY | ||||||
| 301 GROVE STREET | BROOKLYN | NY | 11237 | PC | TO FURTHER DONEE'S CHARITABLE PURPOSE | $3,000 |
| NEW YORK LIFE CIVIL LIBERTIES UNION | ||||||
| 125 BROAD STREET 19TH FLOOR | NEW YORK | NY | 10004 | PC | TO FURTHER DONEE'S CHARITABLE PURPOSE | $50,000 |
| PLANNED PARENTHOOD OF INDIANA | ||||||
| PO BOX 397 | INDIANAPOLIS | IN | 46206 | PC | TO FURTHER DONEE'S CHARITABLE PURPOSE | $5,000 |
| PLANNED PARENTHOOD OF NEW YORK | ||||||
| 26 BLEEKER STREET | NEW YORK | NY | 10012 | PC | TO FURTHER DONEE'S CHARITABLE PURPOSE | $25,000 |
| SOUTHERN CENTER FOR HUMAN RIGHTS | ||||||
| 83 POPLAR ST NW | ATLANTA | GA | 30303 | PC | TO FURTHER DONEE'S CHARITABLE PURPOSE | $25,000 |
| UNIVERSITY OF CONNECTICUT LAW SCHOOL FOUNDATION | ||||||
| 45 ELIZABETH STREET | HARTFORD | CT | 06105 | PC | TO FURTHER DONEE'S CHARITABLE PURPOSE | $5,000 |
| YALE UNIVERSITY | ||||||
| 246 CHURCH STREET | NEW HAVEN | CT | 06520 | PC | TO FURTHER DONEE'S CHARITABLE PURPOSE | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $391,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $142,240 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $301,808 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $444,048 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $444,048 | TotalIncomeProducingActyAmt |
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 & TAX PREPARATION SERVICES | CategoryTxt |
| Amt | $57,750 | Amt |
| Net Investment Income | $11,550 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $46,200 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (33 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 32000 SHS PEPSICO INC 03.600% | $34,715 | $34,715 |
| 1000 SHS UNITED TECHNOLOGIES CORP 03.650% | $1,070 | $1,070 |
| 30000 SHS NORTHERN STATES PWR-MINN 2.15% | $30,378 | $30,378 |
| 30000 SHS UNITED PARCEL SERVICE - 3.40% | $32,589 | $32,589 |
| 31000 SHS AMER EXPRESS CO NTS 04.200% | $35,041 | $35,041 |
| 34000 SHS JOHNSON & JOHNSON COM 2.45% | $36,163 | $36,163 |
| 36000 SHS BERSKSHIRE HATHAWAY INC 02.750% | $37,613 | $37,613 |
| 36000 SHS FLORIDA POWER & LIGHT CO 3.125% | $38,833 | $38,833 |
| 38000 SHS PRUDENTIAL FINANCIAL INC 03.500% | $41,407 | $41,407 |
| 39000 SHS PUBLIC SERVICE ELEC 2.250% | $40,590 | $40,590 |
| 35000 SHS WALT DISNEY CO 1.850 | $35,772 | $35,772 |
| 23000 SHS COCA-COLA B/E 03.45% | $25,319 | $25,319 |
| 10000 SHS NTHN TR CORP NTS 03.15% | $10,710 | $10,710 |
| 10000 SHS MIDSMERICAN ENERGY CO 03.65% | $11,086 | $11,086 |
| 11000 SHS STATE STREET CORP B/E 02.400% | $11,183 | $11,183 |
| 15000 SHS STATE STREET CORP B/E 03.300% | $16,355 | $16,355 |
| 16000 SHS 3M CO B/E 03.050% | $16,972 | $16,972 |
| 2000 SHS SUNTRUST BANKS INC 04.050% | $2,231 | $2,231 |
| 21000 SHS NATIONAL RURAL UTILS COOP 03.40% | $22,369 | $22,369 |
| 16000 SHS SUNTRUST BANKS INC 03.300% | $17,312 | $17,312 |
| 9000 SHS ONCOR ELEC DELIVERY CO 03.700% | $9,974 | $9,974 |
| 34000 SHS METLIFE INC B/E 4.368% | $37,141 | $37,141 |
| 40000 SHS CAROLINA PWR & LIGHT CO 3.000% | $40,209 | $40,209 |
| 32000 SHS EXXON MOBIL CORP | $32,522 | $32,522 |
| 9000 SHS STATE STREET CORP B/E 3.7% | $9,773 | $9,773 |
| 39000 SHS BK OF NY MELLON CORP 1.6% | $39,732 | $39,732 |
| 27000 SHS DUKE ENERGY FLORIDA LLC 2.538% | $27,705 | $27,705 |
| 19000 SHS JP MORGAN CHASE & CO B/E 4.452% | $21,751 | $21,751 |
| 29000 SHS KIMBERLY CLARK CORP 01.1850% | $31,148 | $31,148 |
| 20000 SHS MASTERCARD | $21,880 | $21,880 |
| 7000 SHS PEPSICO INC 2.625% | $7,273 | $7,273 |
| 30000 SHS US BANKCORP MED TERM NTS 2.95% | $30,969 | $30,969 |
| 8000 SHS VISA | $7,980 | $7,980 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (93 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 829 SHS MERCK & CO INC | $63,908 | $63,908 |
| 831 SHS WALT DISNEY CO | $153,336 | $153,336 |
| 1985 SHS CISCO SYSTEMS INC | $102,644 | $102,644 |
| 183 SHS CRANE CO DE | $17,186 | $17,186 |
| 1870 SHS COMCAST CORP NEW CL A | $101,186 | $101,186 |
| 1633 SHS MONDELEZ INTL INC DE | $95,579 | $95,579 |
| 164 SHS DIAGEO PLC | $26,930 | $26,930 |
| 517 SHS INTEL CORP | $33,088 | $33,088 |
| 117 SHS UNION PACIFIC CORP | $25,788 | $25,788 |
| 168 SHS REPUBLIC SERVICES INC DE | $16,691 | $16,691 |
| 209 SHS MCKEESON CORP | $40,763 | $40,763 |
| 169 SHS TEXAS INSTRUMENTS | $31,939 | $31,939 |
| 78 SHS GOOGLE INC CL A- ALPHABET INC CL A | $160,877 | $160,877 |
| 75000 SHS FNMA PL 3% DUE 11/1/26 | $7,746 | $7,746 |
| 21514 SHS KEELEY SMALL CAP DIVIDEND VALUE FUND | $430,067 | $430,067 |
| 204 SHS MARSH & MCLENNAN COS INC | $24,847 | $24,847 |
| 157 SHS MCDONALDS | $35,190 | $35,190 |
| 737 SHS MICROSOFT CORP | $136,982 | $136,982 |
| 800 SHS COMCAST CORP NEW CL A DE | $43,288 | $43,288 |
| 430 SHS ACCENTURE PLC | $118,788 | $118,788 |
| 20000 SHS KEYCORP STUDENT LN TR 2004-A SER 2004-A | $5,356 | $5,356 |
| 118 SHS HOME DEPOT INC | $36,020 | $36,020 |
| 147000 SHS FNMA PL 4% DUE 5/1/24 | $2,077 | $2,077 |
| 117 SHS LINDE PLC EUR | $32,776 | $32,776 |
| 93 SHS ROCKWELL AUTOMATION INC NEW DE | $24,686 | $24,686 |
| 900 SHS INTERCONTINENTALEXCHANGE INC | $100,512 | $100,512 |
| 320 SHS APPLE INC | $39,088 | $39,088 |
| 2030 SHS COCA COLA CO COM | $107,001 | $107,001 |
| 434 SHS PNC FINANCIAL SERVICES GROUP | $76,128 | $76,128 |
| 166 SHS CHUBB LTD | $26,223 | $26,223 |
| 217 SHS AMER ELECTRIC POWER CO | $18,380 | $18,380 |
| 188 SHS THERMO FISHER SCIENTIFIC INC | $85,799 | $85,799 |
| 881 SHS RIO TINTO PLC SPON ADR | $68,410 | $68,410 |
| 80 SHS LOCKHEED MARTIN CORP DE | $29,560 | $29,560 |
| 155 SHS MCDONALDS CORP | $34,742 | $34,742 |
| 124 SHS ACCENTURE PLC IRELAND CL A DE | $34,255 | $34,255 |
| 1381 SHS JPMORGAN CHASE & CO | $210,230 | $210,230 |
| 579 SHS MICROSOFT CORP | $136,511 | $136,511 |
| 70000 SHS FNMA PL 2.5% DUUE 10/01/28 | $20,718 | $20,718 |
| 262 SHS TRAVELERS COS INC | $39,405 | $39,405 |
| 300 SHS UNITEDHEALTH GROUP | $111,621 | $111,621 |
| 293 SHS NOVARTIS | $25,046 | $25,046 |
| 460 SHS VISA INC CL A DE | $97,396 | $97,396 |
| 474 SHS AMERICAN ELECTRIC POWER CO | $40,148 | $40,148 |
| 2574 SHS CONOCOPHILLIPS | $136,345 | $136,345 |
| 4022 SHS AMERICAN FUNDS SMALL CAP WORLD FUND CL A | $330,253 | $330,253 |
| 454 SHS JOHNSON & JOHNSON COM | $74,615 | $74,615 |
| 40 SHS BLACKROCK INC DE | $30,158 | $30,158 |
| 4177 SHS AMERICAN FUNDS NEW WORLD FUND | $370,005 | $370,005 |
| 300 SHS ALIBABA GROUP HLDG LTD | $68,019 | $68,019 |
| 332 SHS TRUIST FINL CORP | $19,362 | $19,362 |
| 715 SHS PEPSICO INC | $101,137 | $101,137 |
| 31 SHS GOOGLE INC CL C- ALPHABET INC CL C | $64,128 | $64,128 |
| 366 SHS MEDTRONIC INC | $43,236 | $43,236 |
| 260 SHS JOHNSON & JOHNSON COM | $42,731 | $42,731 |
| 312 SHS MEDTRONIC INC | $36,857 | $36,857 |
| 2500 SHS INTEL CORP | $160,000 | $160,000 |
| 216 SHS ADOBE SYSTEMS INC | $102,680 | $102,680 |
| 1143 SHS RAYTHEON CO NEW | $88,320 | $88,320 |
| 277 SHS PROCTER & GAMBLE CO | $37,514 | $37,514 |
| 320 SHS VF CORP | $25,574 | $25,574 |
| 4301 SHS AMERICAN FUNDS NEW PERSPECTIVE FUND | $265,835 | $265,835 |
| 254 SHS JPMORGAN CHASE & CO DE | $38,666 | $38,666 |
| 184 SHS NEXTERA ENERGY INC COM DE | $13,912 | $13,912 |
| 686 SHS BRISTOL MYERS SQUIBB CO | $43,307 | $43,307 |
| 6321 SHS AMERICAN FUNDS EURO PACIPIC GROWTH FUND | $436,027 | $436,027 |
| 821 SHS COCA COLA CO | $43,275 | $43,275 |
| 6481 SHS AMERICAN FUNDS CAPITAL WORLD GROWTH & INCOME FUND | $400,457 | $400,457 |
| 450 SHS HOME DEPOT INC | $137,363 | $137,363 |
| 2241 SHS APPLE INC. | $273,738 | $273,738 |
| 58 SHS AMAZON | $179,457 | $179,457 |
| 900 SHS EDWARDS LIFESCIENCES CORP | $75,276 | $75,276 |
| 480 SHS AMERICAN TOWER CORP REIT DEL | $114,749 | $114,749 |
| 560 SHS UNITED PARCEL SERVICE INC | $95,194 | $95,194 |
| 531 SHS TARGET CORP | $105,175 | $105,175 |
| 60 SHS BLACKROCK INC | $45,238 | $45,238 |
| 477 SHS CVS | $35,885 | $35,885 |
| 393 SHS DOMINION ENERGY INC | $29,852 | $29,852 |
| 804 SHS EMERSON ELECTRIC CO | $72,537 | $72,537 |
| 6711 SHS GENERAL ELECTRIC | $88,115 | $88,115 |
| 428 SHS SALESFORCE.COM INC | $90,680 | $90,680 |
| 65 SHS LOCKHEED MARTIN CORP | $24,018 | $24,018 |
| 77 SHS UNION PACIFIC CORP | $16,972 | $16,972 |
| 48000 SHS FNMA PL MA4042 2% DUE 06/01/35 | $39,962 | $39,962 |
| 48000 SHS FNMA PL MA4074 2% DUE 07/01/35 | $40,819 | $40,819 |
| 2000 SHS FNMA PL MA4155 2% DUE 10/01/35 | $1,887 | $1,887 |
| 119 SHS AMGEN INC | $29,608 | $29,608 |
| 182 SHS ANALOG DEVICES INC | $28,225 | $28,225 |
| 54 SHS AUTOMATIC DATA PROCESSING INC | $10,177 | $10,177 |
| 811 SHS CISCO SYSTEMS INC | $41,937 | $41,937 |
| 140 SHS PHILLIPS 66 | $11,416 | $11,416 |
| 50 SHS UNITED PARCEL SERVICE INC | $8,500 | $8,500 |
| 232 SHS RAYTHEN TECHNOLOGIES CORP | $17,923 | $17,923 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $914,404 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $914,404 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS (LOSS) ON INVESTMENTS | Desc |
| Amt | $2,310,013 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER SERVICES - BOOKKEEPING, VARIOUS PLANNING & RELATED ADVISORY SERVICES | $47,250 | $9,450 | $37,800 |
| UBS FINANCIAL INVESTMENT MANAGEMENT FEES | $58,696 | $58,696 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $457 | Amt |
| Net Investment Income | $457 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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