THE@MOSSE FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
THE@MOSSE FOUNDATION (EIN 81-7096191)
Tax period
2020-01-01 to 2020-12-31
Filed
2022-04-26
IRS object ID
202221169349100222
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 ReturnHeader

FieldValueIRS element (for citing)
Return2022-04-26T10:09:18-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN943145806PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1REALIZE CPA LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line150 CALIFORNIA STREET SUITE 3550AddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94111ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN817096191EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE MOSSE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMOSSBusinessNameControlTxt
Phone5106491900PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12217 5TH STREETAddressLine1Txt
CityBERKELEYCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94710ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonROGER STRAUCHPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone5106491900PhoneNum
Signature2022-04-26SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstROGERPersonFirstNm
Person LastSTRAUCHPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTRACY HOMPreparerPersonNm
PTINP01085786PTIN
Phone4153625990PhoneNum

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$16,155,286FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$4,468InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$4,468InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$63,658DividendsRevAndExpnssAmt
Dividends Net Invst Incm$63,658DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$2,734,445NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$7,052,185GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$2,734,445CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$2,802,571TotalRevAndExpnssAmt
Total Net Invst Incm$2,802,571TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$300,719OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$237,420OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$10,735TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$1,231TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$0TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$57,985OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$370,670TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$237,420TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,400,272ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,400,272ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,770,942TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$237,420TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,400,272TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,031,629ExcessRevenueOverExpensesAmt
Net Investment Income$2,565,151NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$1,232,139SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$2,407,475SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$2,407,475SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl BOY$40,695AcctRcvblBOYAmt
Corporate Stock BOY$13,833,448CorporateStockBOYAmt
Corporate Stock EOY$13,747,811CorporateStockEOYAmt
Corporate Stock EOYFMV$13,747,811CorporateStockEOYFMVAmt
Total Assets BOY$15,106,282TotalAssetsBOYAmt
Total Assets EOY$16,155,286TotalAssetsEOYAmt
Total Assets EOYFMV$16,155,286TotalAssetsEOYFMVAmt
Accounts Payable BOY$4,000AccountsPayableBOYAmt
Accounts Payable EOY$21,375AccountsPayableEOYAmt
Total Liabilities BOY$4,000TotalLiabilitiesBOYAmt
Total Liabilities EOY$21,375TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$15,102,282RetainedEarningBOYAmt
Retained Earning EOY$16,133,911RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$15,102,282TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$16,133,911TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$15,106,282TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$16,155,286TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$15,102,282TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,031,629ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$16,133,911SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$16,133,911TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
SEE ATTACHED2020-12-31$221,873$205,894$15,979$15,979
SEE ATTACHED2020-12-31$6,830,312$4,111,846$2,718,466$2,718,466
FieldValueIRS element (for citing)
Capital Gain Net Income$2,734,445CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$35,656InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$35,656SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$35,656TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$45,919EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$45,919TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$10,263OverpaymentAmt
Applied To ES Tax$10,263AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
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 BooksROGER STRAUCHIndividualWithBooksNm
Phone4153625990PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12117 5TH STAddressLine1Txt
CityBERKELEYCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94710ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionYes (1)ForeignAccountsQuestionInd
Foreign CountryGMForeignCountryCd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnYes (1)FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Transactions Fail To Qlfy As Exc0TransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsYes (1)MaintainedExpenditureRspnsInd
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 (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ROGER STRAUCH
2217 5TH STBERKELEYCA94710TRUSTEE0.00$0$0$0
HANS STRAUCH
25 DUNBARTON RDBELMONTMA02187TRUSTEE0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmtAddress Line1ForeignAddress/AddressLine1TxtCityForeignAddress/CityNmCountryForeignAddress/CountryCd
AMERICAN CAPITAL MANAGEMENT
600 FIFTH AVENEW YORKNY10020INVESTMENT ADVISORY$237,420
RAUE LLP
LEGAL$44,566POSTSDAMER PLATZ 1BERLINGM
BARNES & THORNBURG LLP
ONE MARINA PARK DRIVE SUITE 1410BOSTONMA02210LEGAL$15,485
ADLER & COLVIN
235 MONTGOMERY ST 1220SAN FRANCISCOCA94104LEGAL$3,247
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$28,139,733AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,752,556AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$29,892,289TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$29,892,289AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$448,384CashDeemedCharitableAmt
Net Vl Noncharitable Assets$29,443,905NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,472,195MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,472,195MinimumInvestmentReturnAmt
Tax Based On Investment Income$35,656TaxBasedOnInvestmentIncomeAmt
Total Tax$35,656TotalTaxAmt
Distributable Before Adj$1,436,539DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$1,436,539DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$1,436,539DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,400,272ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$1,400,272QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$1,400,272AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,436,539DistributableAsAdjustedAmt
Undistributed Income PY$387,083UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$1,400,272QualifyingDistributionsAmt
Applied To Year1$387,083AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$1,013,189AppliedToCurrentYearAmt
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$423,350UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (31 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmProvince Or StateRecipientForeignAddress/ProvinceOrStateNmCountryRecipientForeignAddress/CountryCd
NORTHSIDE CENTER FOR CHILD DEVELOPMENT
1301 5TH AVENEW YORKNY10029NONECHARITABLE ORGANIZATCHARITABLE ORGANIZATION$275,000
HUMBOLDT UNIVERSITAT ZU BERLIN
NONECHARITABLE ORGANIZATCHARITABLE ORGANIZATION$38,402UNTER DEN LINDEN 6BERLINBERLINGM
BERKELEY REPERTORY THEATRE
999 HARRISON STREETBERKELEYCA94710NONECHARITABLE ORGANIZATCHARITABLE ORGANIZATION$129,100
MATHEMATICAL SCIENCES RESEARCH INSTITUTE
17 GAUSS WAYBERKELEYCA94720NONECHARITABLE ORGANIZATCHARITABLE ORGANIZATION$100,000
PAROS FOUNDATION
2217 5TH STREETBERKELEYCA94710NONEPRIVATE FOUNDATIONCHARITABLE ORGANIZATION - SEE ATTACHED EXPENDITURE REPORT$365,620
COMBINED JEWISH PHILANTHROPIES OF GREATER BOSTON
126 HIGH STREETBOSTONMA02110NONECHARITABLE ORGANIZATCHARITABLE ORGANIZATION$30,000
TRINITY BOSTON CONNECTS
206 CLARENDON STREETBOSTONMA02116NONECHARITABLE ORGANIZATCHARITABLE ORGANIZATION$5,000
SAVE OUR SOUND HYANNIS MA
4 BARNSTABLE ROADHYANNISMA02601NONECHARITABLE ORGANIZATCHARITABLE ORGANIZATION$5,000
MOUNT AUBURN HOSPITAL
330 MOUNT AUBURN STREETCAMBRIDGEMA02138NONECHARITABLE ORGANIZATCHARITABLE ORGANIZATION$11,000
PROJECT SAVE ARMENIAN PHOTOGRAPH ARCHIVES INC
PO BOX 236WATERTOWNMA02471NONECHARITABLE ORGANIZATCHARITABLE ORGANIZATION$2,500
FRIENDS OF WARM HEARTH INC
PO BOX 1081FLAGSTAFFAZ86002NONECHARITABLE ORGANIZATCHARITABLE ORGANIZATION$1,000
CASTINE HISTORICAL SOCIETY
PO BOX 238CASTINEME04421NONECHARITABLE ORGANIZATCHARITABLE ORGANIZATION$7,500
FOOD FOR FREE COMMITTEE INC
11 INMAN STREETCAMBRIDGEMA02139NONECHARITABLE ORGANIZATCHARITABLE ORGANIZATION$7,500
SAINT JOSEPH PARISH
PO BOX 285BELMONTNH03220NONECHARITABLE ORGANIZATCHARITABLE ORGANIZATION$5,000
CORNELL UNIVERSITY
130 E SENECA STREET SUITE 400ITHACANY14850NONECHARITABLE ORGANIZATCHARITABLE ORGANIZATION$50,000
CHABOT SPACE & SCIENCE CENTER
10000 SKYLINE BLVDOAKLANDCA94619NONECHARITABLE ORGANIZATCHARITABLE ORGANIZATION$2,000
TIBA FOUNDATION
344 20TH STREET 9DOAKLANDCA94612NONECHARITABLE ORGANIZATCHARITABLE ORGANIZATION$5,000
DARTMOUTH COLLEGE FUND
6066 DEVELOPMENT OFFICEHANOVERNH03755NONECHARITABLE ORGANIZATCHARITABLE ORGANIZATION$500
LESLEY UNIVERSITY
29 EVERETT STREETCAMBRIDGEMA02138NONECHARITABLE ORGANIZATCHARITABLE ORGANIZATION$210,000
STANFORD UNIVERSITY
450 SERRA MALLSTANFORDCA94305NONECHARITABLE ORGANIZATCHARITABLE ORGANIZATION$500
MARTHA'S VINEYARD FILM SOCIETY
79 BEACH ROADVINEYARD HAVENMA02568NONECHARITABLE ORGANIZATCHARITABLE ORGANIZATION$500
JEWISH COMMUNITY RELATIONS COUNCIL-GREATER
121 STEUART STREET 301SAN FRANCISCOCA94105NONECHARITABLE ORGANIZATCHARITABLE ORGANIZATION$1,000
UCB CAL PERFORMANCES
101 ZELLERBACH HALL 4800BERKELEYCA94720NONECHARITABLE ORGANIZATCHARITABLE ORGANIZATION$25,000
KQED
2601 MARIPOSA STREETSAN FRANCISCOCA94110NONECHARITABLE ORGANIZATCHARITABLE ORGANIZATION$12,500
PROTECT DEMOCRACY PROJECT
2020 PENNSYLVANIA AVENUE NW 163WASHINGTONDC20006NONECHARITABLE ORGANIZATCHARITABLE ORGANIZATION$50,000
LIBRARY OF CONGRESS JAMES MADISON COUNCIL
199 INDEPENDENCE AVE SEWASHINGTONDC20540NONECHARITABLE ORGANIZATCHARITABLE ORGANIZATION$25,000
TUFTS UNIVERSITY
419 BOSTON AVENUEMEDFORDMA02155NONECHARITABLE ORGANIZATCHARITABLE ORGANIZATION$20,000
WGBH
1 GUEST STREETBOSTONMA02135NONECHARITABLE ORGANIZATCHARITABLE ORGANIZATION$11,000
HABITAT FOR HUMANITY OF GREATER BOSTON
240 COMMERCIAL STREETBOSTONMA02109NONECHARITABLE ORGANIZATCHARITABLE ORGANIZATION$3,500
MARTHA'S VINEYARD MUSEUM
151 LAGOON POND ROADVINEYARD HAVENMA02568NONECHARITABLE ORGANIZATCHARITABLE ORGANIZATION$150
THE TRUSTEES ORGANIZATION BOSTON
200 HIGHT STREETBOSTONMA02110NONECHARITABLE ORGANIZATCHARITABLE ORGANIZATION$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,400,272TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$4,468ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$63,658ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,734,445ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$2,802,571ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$2,802,571TotalIncomeProducingActyAmt

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

Expenditure Responsibility Stmt ExpenditureResponsibilityStmt

Expenditure Responsibility ExpenditureResponsibilityGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PAROS FOUNDATIONBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line12217 5TH STREETAddressLine1Txt
CityBERKELEYCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94710ZIPCd
FieldValueIRS element (for citing)
Grant2019-12-02GrantDt
Grant$365,620GrantAmt
Purpose Of GrantSUPPORT ADMINISTRATIVE AND DEVELOPMENT EXPENSES FOR THE 2020 CALENDAR YEAR. SEE ATTACHED EXPENDITURE RESPONSIBILITY REPORT.PurposeOfGrantTxt
Expended By Grantee$365,620ExpendedByGranteeAmt
Any Diversion By GranteeNONEAnyDiversionByGranteeTxt
Dates Of Reports By Grantee2/12/2021DatesOfReportsByGranteeTxt
Verification2021-02-12VerificationDt
Results Of VerificationTERMS OF GRANT WERE COMPLIED WITH. SEE ATTACHED EXPENDITURE RESPONSIBILITY REPORT.ResultsOfVerificationTxt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockINVESTMENTSStockNm
EOY Book Value$13,747,811EOYBookValueAmt
EOYFMV$13,747,811EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
OFFICE EXPENSES$61$0$0
RESEARCH EXPENSES$32,928$0$0
COMMISSIONS & FEES$800$0$0
BANK CHARGES$2,599$0$0
ACCOUNTING SERVICES$21,597$0$0

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT MANAGEMENT$237,420$237,420$0
LEGAL SERVICES$63,299$0$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FILING FEE$735$0$0
FEDERAL TAXES$10,000$0$0

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