ARZAK FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- ARZAK FOUNDATION (EIN 87-0760799)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2022-05-09
- IRS object ID
- 202231299349103433
- 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
- Form 990-PF
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-09T18:48:46-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PECK ASSOCIATES PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20 WALNUT STREET SUITE 210 | AddressLine1Txt |
| City | WELLESLEY HILLS | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 024812104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 870760799 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ARZAK FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | MS SUSAN R SHAPIRO | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % SUSAN R SHAPIRO | InCareOfNm |
| Business Name Control | ARZA | BusinessNameControlTxt |
| Phone | 6172776886 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE W CENTURY DRIVE Suite 7A | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90067 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUSAN SHAPIRO | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6172773408 | PhoneNum |
| Signature | 2022-05-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SUSAN | PersonFirstNm |
| Person Last | SHAPIRO | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GARY J MARINI CPA | PreparerPersonNm |
| PTIN | P00179616 | PTIN |
| Phone | 7812357517 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| 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) |
|---|---|---|
| Amended Return | Yes (X) | AmendedReturnInd |
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $9,357,316 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $7,950 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $112,642 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $112,642 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $790,515 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,750,000 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $790,515 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $911,107 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $903,157 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $15,144 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $7,572 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $7,572 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $92 | TaxesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $15,236 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,572 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,572 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $677,773 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $677,773 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $693,009 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,572 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $685,345 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $218,098 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $895,585 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $0 | CashBOYAmt |
| Cash EOY | $3,682,211 | CashEOYAmt |
| Cash EOYFMV | $3,682,211 | CashEOYFMVAmt |
| Corporate Stock BOY | $52,418 | CorporateStockBOYAmt |
| Corporate Stock EOY | $52,418 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $91,560 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $5,704,115 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,407,778 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $5,583,545 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $5,756,533 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,142,407 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,357,316 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $5,756,533 | CapitalStockBOYAmt |
| Capital Stock EOY | $6,142,407 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,756,533 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,142,407 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,756,533 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,142,407 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,756,533 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $218,098 | ExcessRevenueOverExpensesAmt |
| Other Increases | $167,776 | OtherIncreasesAmt |
| Subtotal | $6,142,407 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $6,142,407 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | FIDELITY INVESTMENTS 4740 | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Sold | 2020-12-31 | SoldDt |
| Gross Sales Price | $1,750,000 | GrossSalesPriceAmt |
| Cost Or Other Basis | $959,485 | CostOrOtherBasisAmt |
| Gain Or Loss | $790,515 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $790,515 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $790,515 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $12,449 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $12,449 | SubtotalAmt |
| Tax Based On Investment Income | $12,449 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,788 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $21,788 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $20,000 | OriginalReturnTaxPaidAmt |
| Es Penalty | $1 | EsPenaltyAmt |
| Overpayment | $9,338 | OverpaymentAmt |
| Applied To ES Tax | $9,338 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUSAN R SHAPIRO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6172776886 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE W CENTURY DRIVE APT 7A | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90067 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | 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 |
|---|---|---|---|---|---|---|---|---|
| SUSAN R SHAPIRO | ||||||||
| ONE W CENTURY DRIVE APT 7A | LOS ANGELES | CA | 90067 | TRUSTEE | 1.0 | $0 | $0 | $0 |
| ALISON I SHAPIRO | ||||||||
| 1482 KEONCREST | BERKELEY | CA | 94702 | TRUSTEE | 1.0 | $0 | $0 | $0 |
| RACHEL T SHAPIRO | ||||||||
| 6411 WEST 5TH STREET | LOS ANGELES | CA | 90048 | TRUSTEE | 1.0 | $0 | $0 | $0 |
| ZACHARY R SHAPIRO | ||||||||
| 9316 BEVERLY CREST DRIVE | BEVERLY HILLS | CA | 90210 | TRUSTEE | 1.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,589,821 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,320,544 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,910,365 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,910,365 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $133,655 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,776,710 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $438,836 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $438,836 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $12,449 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $12,449 | TotalTaxAmt |
| Distributable Before Adj | $426,387 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $426,387 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $426,387 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $685,345 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $685,345 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $685,345 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $426,387 | DistributableAsAdjustedAmt |
| Prior Year1 | 2018 | PriorYear1Yr |
| Prior Year2 | 2017 | PriorYear2Yr |
| Prior Year3 | 2016 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $65,859 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $7,980 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr1 | $572,911 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $646,750 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $685,345 | QualifyingDistributionsAmt |
| Applied To Current Year | $426,387 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $258,958 | RemainingDistriFromCorpusAmt |
| Total Corpus | $905,708 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $65,859 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $839,849 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $7,980 | ExcessFromYear4Amt |
| Excess From Year1 | $572,911 | ExcessFromYear1Amt |
| Excess From Current Year | $258,958 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | L DENNIS SHAPIRO | ContributingManagerNm |
| Contributing Manager | SUSAN R SHAPIRO | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SUSAN R SHAPIRO | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE W CENTURY DRIVE APT 7A | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90067 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6172776886 | RecipientPhoneNum |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (71 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Recipient RelationshipRecipientRelationshipTxt |
|---|---|---|---|---|---|---|---|---|
| BOSTON LYRIC OPERA | ||||||||
| 45 FRANKLIN STREET | BOSTON | MA | 02110 | PC | CULTURAL | $15,000 | ||
| COMBINED JEWISH PHILANTHROPIES OF GREATER BOSTON | ||||||||
| 126 HIGH STREET | BOSTON | MA | 02110 | EOF | EDUCATION AND SOCIAL AWARENESS | $10,000 | ||
| CONSUMER TECHNOLOGY ASSOCIATION FOUNDATION | ||||||||
| 1919 S EADS STREET | ARLINGTON | VA | 22202 | PC | EDUCATIONAL | $10,000 | ||
| GOLDEN GATE NATIONAL PARK CONS | ||||||||
| BUILDING 201 FORT MASON | SAN FRANCISCO | CA | 941230022 | PC | MAINTAINING NATIONAL PARK | $200 | ||
| HARVARD LAW SCHOOL | ||||||||
| 124 MOUNT AUBURN STREET | CAMBRIDGE | MA | 02138 | PC | EDUCATIONAL | $500 | ||
| HIRSHBERG FDN FOR PANCREATIC CANCER RESEARCH | ||||||||
| 2990 S SEPULVEDA BLVD SUITE 300C | LOS ANGELES | CA | 90064 | PC | MEDICAL AND EDUCATIONAL | $500 | ||
| UNITED STATES HOLOCAUST MEMORIAL MUSEUM | ||||||||
| 100 RAOUL WALLENBERG PLACE SW | WASHINGTON | DC | 200242126 | PC | EDUCATIONAL | $5,000 | ||
| THE HUNTINGTON LIBRARY | ||||||||
| 1151 OXFORD ROAD | SAN MARINO | CA | 91108 | PC | EDUCATIONAL | $15,000 | ||
| IEEE | ||||||||
| 445 HOES LANE | PISCATAWAY | NJ | 08854 | PC | EDUCATIONAL | $10,000 | ||
| JEWISH FEDERATION OF GREATER LOS ANGELES | ||||||||
| 6505 WILSHIRE BOULEVARD | LOS ANGELES | CA | 90048 | PC | SOCIAL SERVICE | $13,000 | ||
| KENYON COLLEGE | ||||||||
| COLLEGE RELATIONS CENTER | GAMBIER | OH | 43022 | PC | EDUCATIONAL | $500 | ||
| LOS ANGELES OPERA | ||||||||
| DOROTHY CHANDLER PAV | LOS ANGELES | CA | 90012 | PC | CULTURAL | $50,000 | 135 NORTH GRAND AVENUE | |
| THE MANUSCRIPT SOCIETY | ||||||||
| PO BOX 13349 | OVERLAND PARK | KS | 66282 | PC | EDUCATIONAL | $915 | ||
| MASSACHUSETTS GENERAL HOSPITAL | ||||||||
| 125 NASHUA STREET | BOSTON | MA | 021141101 | PC | HEALTH SERVICES | $15,000 | SUITE 540 | |
| MASSACHUSETTS HISTORICAL SOCIETY | ||||||||
| 1154 BOYLSTON STREET | BOSTON | MA | 022153695 | PC | EDUCATIONAL | $11,000 | ||
| MIT ALUMNI FUND | ||||||||
| 600 MEMORIAL DRIVE | CAMBRIDGE | MA | 02139 | PC | EDUCATIONAL | $1,000 | ||
| NANTUCKET COMMUNITY SAILING | ||||||||
| PO BOX 2424 | NANTUCKET | MA | 02584 | PC | SPORTS EDUCATION | $1,500 | ||
| NANTUCKET CONSERVATION FOUNDATION | ||||||||
| 118 CLIFF ROAD | NANTUCKET | MA | 025540013 | PC | EDUCATIONAL | $10,000 | ||
| NANTUCKET COTTAGE HOSPITAL | ||||||||
| 57 PROSPECT STREET | NANTUCKET | MA | 02554 | PC | MEDICAL SERVICES | $34,990 | ||
| NANTUCKET HISTORICAL ASSOCIATION | ||||||||
| PO BOX 1016 | NANTUCKET | MA | 02554 | PC | EDUCATIONAL | $2,750 | ||
| PLANNED PARENTHOOD | ||||||||
| 123 WILLIAMS STREET | NEW YORK | NY | 10038 | EDUCATINAL AND SOCIAL WELFARE | $1,000 | 10TH FLOOR | ||
| SHIRAT HAYAM CONGREGATION | ||||||||
| 84 SKYLINE DRIVE | NANTUCKET | MA | 02554 | PC | RELIGIOUS | $2,800 | ||
| TEMPLE AKIBA | ||||||||
| 5249 SEPULVEDA BLVD | CULVER CITY | CA | 902305213 | PC | RELIGIOUS | $5,925 | ||
| TEMPLE ISRAEL OF BOSTON | ||||||||
| 477 LONGWOOD AVENUE | BOSTON | MA | 02215 | PC | RELIGIOUS | $3,800 | ||
| TEMPLE ISRAEL OF HOLLYWOOD | ||||||||
| 7300 HOLLYWOOD BOULEVARD | LOS ANGELES | CA | 90046 | PC | EDUCATIONAL | $24,750 | ||
| UCLA HEALTH SCIENCES | ||||||||
| 8-950 FACTOR BUILDING | LOS ANGELES | CA | 900951780 | PC | HEALTH SCIENCES AND EDUCATIONAL | $10,000 | BO BOX 951780 | |
| KCSM JAZZ | ||||||||
| 1700 WEST HILLSIDE BLVD | SAN MATEO | CA | 94402 | PC | CULTURAL AND EDUCATIONAL | $100 | ||
| NARAL PRO-CHOICE AMERICA | ||||||||
| 1725 EYE STREET NW | WASHINGTON | DC | 20006 | PC | HEALTH SERVICES | $200 | SUITE 900 | |
| MASTERPIECE TRUST | ||||||||
| C/O PUBLIC BROADCASTING SERVICES | ARLINGTON | VA | 22202 | PC | EDUCATIONAL AND CULTURAL | $25,000 | 2100 CRYSTAL DRIVE | |
| THE SKATING CLUB OF BOSTON | ||||||||
| 750 UNIVERSITY AVENUE | NORWOOD | MA | 02062 | PC | SPORTS EDUCATION | $10,000 | ||
| AMERICAN JEWISH WORLD SERVICE | ||||||||
| 45 WEST 36TH STREET | NEW YORK | NY | 10018 | PC | SOCIAL WELFARE | $3,000 | ||
| ALAMEDA COUNTY COMMUNITY FOOD BANK | ||||||||
| 7900 EDGEWATER DRIVE | OAKLAND | CA | 94621 | PC | SOCIAL WELFARE | $4,000 | ||
| MAZON | ||||||||
| 10850 WILSHIRE BLVD | LOS ANGELES | CA | 90024 | PC | SOCIAL WELFARE | $500 | SUITE 400 | |
| STAND WITH US | ||||||||
| 6505 WILSHIRE BOULEVARD | LOS ANGELES | CA | 90048 | PC | CULTURAL AND EDUCATIONAL | $1,000 | FIFTH FLOOR | NONE |
| INTERNATIONAL RESCUE COMMITTEE | ||||||||
| 122 EAST 42ND STREET | NEW YORK | NY | 101681289 | PC | SOCIAL SERVICES | $1,000 | ||
| NANTUCKET ATHENEUM | ||||||||
| ONE INDIA STREET | NANTUCKET | MA | 02554 | PC | CULTURAL AND EDUCATIONAL SERVICES | $1,500 | ||
| JEWISH FAMILY AND CHILDREN'S SERVICES | ||||||||
| PO BOX 159004 | SAN FRANCISCO | CA | 94115 | PC | SOCIAL SERVICES | $4,000 | ||
| INTERNATIONAL MEDICAL CORPS | ||||||||
| 12400 WILSHIRE BLVD | LOS ANGELES | CA | 90025 | PC | MEDICAL AND EDUCATIONAL | $1,000 | SUITE 1500 | |
| NANTUCKET YACHT CLUB FOUNDATION INC | ||||||||
| 1 SOUTH BEACH STREET | NANTUCKET | MA | 02554 | PC | SPORTS EDUCATION | $500 | PO BOX 667 | NONE |
| FILMAKERS COLLABORATE | ||||||||
| 6 EASTMAN PLACE | MELROSE | MA | 02176 | PC | EDUCATIONAL | $1,000 | SUITE 202 | |
| THE LIBRARIAN OF CONGRESS | ||||||||
| 101 INDEPENDENCE AVENUE SE | WASHINGTON | DC | 205401000 | PC | EDUCATIONAL | $25,000 | ||
| HAND IN HAND USA | ||||||||
| 710 ST JOSHEPH DRIVE | OAK BROOK | IL | 60523 | PC | EDUCATIONAL AND SOCIAL WELFARE | $400 | ||
| FACING HISTORY AND OURSELVES | ||||||||
| 16 HURD ROAD | BROOKLINE | MA | 02445 | PC | EDUCATIONAL AND CULTURAL | $1,000 | ||
| THE SOUTHERN POVERTY LAW CT | ||||||||
| 400 WASHINGTON AVENUE | MONTGOMERY | AL | 36104 | PC | EDUCATIONAL AND SOCIAL SERVICES | $1,000 | ||
| HEBREW UNION COLLEGE JEWISH INSTITUTE OF RELIGION | ||||||||
| ONE WEST FOUTH STREET | NEW YORK | NY | 10012 | PC | RELIGIOUS EDUCATION | $200 | ||
| SKY'S THE LIMIT FUND | ||||||||
| 510A VALLEY WAY | MILPITAS | CA | 95035 | PC | EDUCATIONAL AND SOCIAL SERVICES | $500 | ||
| MISSEY | ||||||||
| 424 JEFFERRSON STREET | OAKLAND | CA | 94607 | PC | EDUCATIONAL AND SOCIAL SERVICES | $100 | NONE | |
| BOSTON ATHENAEUM | ||||||||
| 10 1/2 BEACON STREET | BOSTON | MA | 02108 | PC | EDUCATIONAL AND CULTURAL | $2,700 | NONE | |
| DOCTORS WITHOUT BORDERS | ||||||||
| 40 RECTOR STREET | NEW YORK | NY | 10006 | PC | SOCIAL WELFARE | $500 | 16TH FLOOR | |
| INDIAN LAW RESOURCE CENTER | ||||||||
| 602 NORTH EWING STREET | HELENA | MT | 59601 | PC | SOCIAL SERVICES | $2,000 | ||
| GLOBAL FUND FOR WOMEN | ||||||||
| 800 MARKET STREET | SAN FRANCISCO | CA | 94102 | PC | SOCIAL SERVICES | $1,000 | SEVENTH FLOOR | |
| BAY AREA OUTREACH AND RECREATION PROGRAM | ||||||||
| 3075 ADELINE ST | BERKELEY | CA | 947032578 | PC | SOCIAL SERVICES | $100 | STE 200 | |
| NEW ISRAEL FUND | ||||||||
| SIX EAST 39TH STREET | NEW YORK | NY | 10016 | PC | SOCIAL SERVICES | $2,200 | SUITE 301 | |
| KALW | ||||||||
| 500 MANSELL STREET | SAN FRANCISCO | CA | 94134 | PC | EDUCATIONAL | $100 | NONE | |
| KQED | ||||||||
| 50 BEALE STREET | SAN FRANCISCO | CA | 94105 | PC | EDUCATIONAL | $200 | 5TH FLOOR | |
| HIAS | ||||||||
| 1300 SPRING STREET | SILVER SPRING | MD | 20910 | PC | SOCIAL SERVICES | $200 | SUITE 500 | |
| CONGREGATION SHALOM BAYIT | ||||||||
| 1320 W WILLIAMS STREET | BANNING | CA | 922204456 | PC | RELIGIOUS | $100 | ||
| DANA-FARBER CANCER INSTITUTE | ||||||||
| 450 BROOKLINE AVENUE | BOSTON | MA | 02215 | PC | MEDICAL AND EDUCATIONAL | $200 | ||
| UNDOCUFUND | ||||||||
| PO BOX 503 | GRATON | CA | 95444 | PC | SOCIAL SERVICES | $500 | ||
| AIR SAFETY FOUNDATION | ||||||||
| 3595 N WEBB ROAD | WICHITA | KS | 67226 | PC | EDUCATIONAL AND SOCIAL SERVICES | $500 | SUITE 200 | |
| 14-40 CONNECTION | ||||||||
| 53 OTIS STREET | WESTBOROUGH | MA | 01581 | PC | HEALTH SERVICES | $1,000 | ||
| ACLU FOUNDATION | ||||||||
| 211 CONGRESS STREET | BOSTON | MA | 02110 | PC | SOCIAL SERVICES | $500 | ||
| AMERICAN HEART ASSOCIATION | ||||||||
| 7272 GREENVILLE AVENUE | DALLAS | TX | 75231 | PC | HEALTH AND EDUCATIONAL | $1,000 | ||
| BETH ISRAEL DEACONESS MEDICAL CENTER | ||||||||
| 330 BROOKLINE AVENUE | BOSTON | MA | 022155400 | PC | HEALTH SERVICES | $1,000 | ||
| DISABILITY RIGHTS EDUCATION AND DEFENSE FUND | ||||||||
| 3075 ADELINE STREET | BERKELEY | CA | 94703 | PC | SOCIAL SERVICES | $400 | SUITE 210 | |
| HARWICH CHAMBER OF COMMERCE CHARITABLE FUNDATION | ||||||||
| 1 SCHOOLHOUSE ROAD | HARWICH PORT | MA | 02646 | PC | SOCIAL SERVICES | $2,000 | ||
| JEWISH BROADCASTING SERVICES | ||||||||
| PO BOX 360 | STAMFORD | CT | 06904 | PC | EDUCATIONAL | $1,000 | ||
| JEWISH COMMUNITY FEDERATION AND ENDOWMENT FUND | ||||||||
| 12 STEUART STREET | SAN FRANCISCO | CA | 94105 | PC | EDUCATIONAL | $2,000 | ||
| NEW ENGLAND HISTORIC GENEALOGICAL SOCIETY | ||||||||
| 99-101 NEWBURY STREET | BOSTON | MA | 02116 | PC | EDUCATIONAL AND CULTURAL | $1,000 | ||
| HUNTINGTON LIBRARY | ||||||||
| 1151 OXFORD RD | SAN MARINO | CA | 91108 | PC | EDUCATION | $301,581 | ||
| MIT | ||||||||
| 77 MASSACHUSETTS AVENUE | CAMBRIDGE | MA | 021394307 | PC | EDUCATION | $19,862 | BUILDING NE49-400 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $677,773 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $112,642 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $790,515 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $903,157 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $903,157 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | DUKE ENERGY | StockNm |
| EOY Book Value | $52,418 | EOYBookValueAmt |
| EOYFMV | $91,560 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| FIDELITY MMKT PORT CL | AT COST | $0 | $0 |
| VANGUARD 500 INDEX ADMIRAL | AT COST | $2,407,778 | $5,583,545 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DONATED 900SHR OF VANGUARD 500 INDEX ADM | Desc |
| Amt | $167,776 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $15,144 | Amt |
| Net Investment Income | $7,572 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $7,572 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | COMM OF MASS-FILING FEE | CategoryTxt |
| Amt | $92 | Amt |