HASSENFELD FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- HASSENFELD FOUNDATION (EIN 05-6015373)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-10
- IRS object ID
- 202213149349101006
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-10T08:50:51-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 475657416 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KOVITZ INVESTMENT GROUP PARTNERS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2215 Sanders Road Suite 100N | AddressLine1Txt |
| City | Northbrook | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60062 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 056015373 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HASSENFELD FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HASS | BusinessNameControlTxt |
| Phone | 4017575000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 DYER STREET SUITE 401 | AddressLine1Txt |
| City | PROVIDENCE | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02903 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALAN HASSENFELD | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4017575000 | PhoneNum |
| Signature | 2022-11-07 | 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 | HASSENFELD | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Joseph Hanson | PreparerPersonNm |
| PTIN | P01495234 | PTIN |
| Phone | 3126737180 | PhoneNum |
| Preparation | 2022-11-03 | 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 | 2021 | 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 | $105,022,464 | 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 | $2,324,102 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,324,102 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,471,424 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $8,506,181 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,471,424 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $145,770 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $145,770 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,941,296 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,941,296 | 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 | $50,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $50,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $100,000 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $100,000 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $3 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $3 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $5,107 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,107 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $924,474 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $863,800 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $60,674 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,079,584 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $918,910 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $160,674 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $9,973,538 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $9,973,538 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $11,053,122 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $918,910 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $10,134,212 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$7,111,826 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,022,386 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $3,811,798 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,261,635 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,261,635 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $5,155 | AcctRcvblBOYAmt |
| Corporate Stock BOY | $39,497,785 | CorporateStockBOYAmt |
| Corporate Stock EOY | $36,617,391 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $70,153,645 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $22,318,817 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $19,674,246 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $19,854,731 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $6,103,350 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $6,823,595 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $8,422,653 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $1,344,480 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,329,800 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,329,800 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $73,081,385 | TotalAssetsBOYAmt |
| Total Assets EOY | $69,706,667 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $105,022,464 | 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 | $73,081,385 | RetainedEarningBOYAmt |
| Retained Earning EOY | $69,706,667 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $73,081,385 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $69,706,667 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $73,081,385 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $69,706,667 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $73,081,385 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$7,111,826 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3,759,266 | OtherIncreasesAmt |
| Subtotal | $69,728,825 | SubtotalAmt |
| Other Decreases | $22,158 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $69,706,667 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (12 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| UBS #6665 | $1,576,830 | $1,573,416 | $3,414 | $3,414 | |
| UBS #6665 | $2,185,309 | $2,183,769 | $1,540 | $1,540 | |
| UBS #0683 | $1,206,781 | $1,168,237 | $38,544 | $38,544 | |
| UBS #0683 | $671,956 | $491,353 | $180,603 | $180,603 | |
| UBS #1873 | $161,037 | $152,382 | $8,655 | $8,655 | |
| UBS #1874 | $52,226 | $56,283 | -$4,057 | -$4,057 | |
| UBS #1874 | $80,434 | $41,313 | $39,121 | $39,121 | |
| UBS #1876 | $500,000 | $488,038 | $11,962 | $11,962 | |
| UBS #2823 | $125,657 | $116,363 | $9,294 | $9,294 | |
| UBS #2823 | $1,916,847 | $763,603 | $1,153,244 | $1,153,244 | |
| Canyon Distressed Opportunity Fund | $11,578 | $11,578 | $11,578 | P | |
| TAL China Focus Fund | $17,526 | $17,526 | $17,526 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,471,424 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $42,011 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $42,011 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $42,011 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $39,720 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $40,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $79,720 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $37,709 | OverpaymentAmt |
| Applied To ES Tax | $37,709 | 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 | RI | 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 | ALAN G HASSENFELD | IndividualWithBooksNm |
| Phone | 4012760002 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 DYER STREET SUITE 401 | AddressLine1Txt |
| City | PROVIDENCE | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02903 | 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 G HASSENFELD | ||||||||
| 101 DYER STREET SUITE 401 | PROVIDENCE | RI | 02903 | PRESIDENT | 35.00 | $0 | $0 | $0 |
| ELLEN BLOCK | ||||||||
| 101 DYER STREET SUITE 401 | PROVIDENCE | RI | 02903 | VP/TREASURER | 10.00 | $0 | $0 | $0 |
| SUSAN BLOCK CASDIN | ||||||||
| 101 DYER STREET SUITE 401 | PROVIDENCE | RI | 02903 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| LORI HOLLAND | ||||||||
| 101 DYER STREET SUITE 401 | PROVIDENCE | RI | 02903 | SECRETARY | 35.00 | $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 (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Martin Investment Management LLC | |||||
| 1560 SHERMAN AVENUE SUITE 1250 | Evanston | IL | 60201 | Professional Services | $491,264 |
| UBS Financial Services Inc | |||||
| 1000 HARBOR BLVD | Weehawken | NJ | 07086 | Professional Services | $129,891 |
| Upshot Advisors | |||||
| 166 E 61 ST SUITE 5H | New York | NY | 10065 | Professional Services | $100,000 |
| Kovitz Investment Group Partners LLC | |||||
| 71 SOUTH WACKER DRIVE SUITE 1860 | Chicago | IL | 60606 | Professional Services | $50,000 |
| 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 | $97,051,576 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,500,966 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $100,552,542 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $100,552,542 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,508,288 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $99,044,254 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,952,213 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,952,213 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $42,011 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $42,011 | TotalTaxAmt |
| Distributable Before Adj | $4,910,202 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $4,910,202 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $4,910,202 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $10,134,212 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $10,134,212 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,910,202 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $14,021,025 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $11,012,447 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $5,882,834 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $6,879,819 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $3,593,067 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $41,389,192 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $10,134,212 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,910,202 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $5,224,010 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $46,613,202 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $14,021,025 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $32,592,177 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $11,012,447 | ExcessFromYear4Amt |
| Excess From Year3 | $5,882,834 | ExcessFromYear3Amt |
| Excess From Year2 | $6,879,819 | ExcessFromYear2Amt |
| Excess From Year1 | $3,593,067 | ExcessFromYear1Amt |
| Excess From Current Year | $5,224,010 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ALAN G HASSENFELD | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (54 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| American Friends of Isreael Museum | |||||||
| 545 Fifth Ave Ste 920 | New York | NY | 10017 | N/A | PUBLIC CHARITY | AFIM Board of Director Annual Fund | $25,000 |
| American Friends of Isreael Museum | |||||||
| 545 Fifth Ave Ste 920 | New York | NY | 10017 | N/A | PUBLIC CHARITY | Iron Tree Acquisition | $80,000 |
| American Friends of Isreael Museum | |||||||
| 545 Fifth Ave Ste 920 | New York | NY | 10017 | N/A | PUBLIC CHARITY | Iron Tree Acquisition | $181,980 |
| American Jewish Joint Distribution Committee | |||||||
| 220 East 42nd Street | New York | NY | 10017 | N/A | PUBLIC CHARITY | Camp Szarvas Playground and Adventure Park | $3,606 |
| American Jewish Joint Distribution Committee | |||||||
| 220 East 42nd Street | New York | NY | 10017 | N/A | PUBLIC CHARITY | Camp Szarvas Playground and Adventure Park | $196,394 |
| BRANDEIS UNIVERSITY | |||||||
| 415 South St MS 122 | WALTHAM | MA | 024532728 | N/A | PUBLIC CHARITY | Dean's Strategic Initiative Fund (IBS) | $16,775 |
| BRANDEIS UNIVERSITY | |||||||
| 415 South St MS 122 | WALTHAM | MA | 024532728 | N/A | PUBLIC CHARITY | Dean's Strategic Initiative Fund (IBS) | $483,225 |
| BROWN UNIVERSITY | |||||||
| BOX 1893 | PROVIDENCE | RI | 02912 | N/A | PUBLIC CHARITY | HASSENFELD FUND FOR THE STUDY OF LONG COVID HEALTH POLICY IMPACTS | $17,225 |
| BROWN UNIVERSITY | |||||||
| BOX 1893 | PROVIDENCE | RI | 02912 | N/A | PUBLIC CHARITY | VISION 2035-ELIMINATING HEALTH DISPARITIES IN PREGNANCY AND CHILDHOOD | $24,313 |
| BROWN UNIVERSITY | |||||||
| BOX 1893 | PROVIDENCE | RI | 02912 | N/A | PUBLIC CHARITY | HASSENFELD FUND FOR THE STUDY OF LONG COVID HEALTH POLICY IMPACTS | $43,625 |
| BROWN UNIVERSITY | |||||||
| BOX 1893 | PROVIDENCE | RI | 02912 | N/A | PUBLIC CHARITY | VISION 2035-ELIMINATING HEALTH DISPARITIES IN PREGNANCY AND CHILDHOOD | $1,225,688 |
| BROWN UNIVERSITY | |||||||
| BOX 1893 | PROVIDENCE | RI | 02912 | N/A | PUBLIC CHARITY | HASSENFELD FUND FOR THE STUDY OF LONG COVID HEALTH POLICY IMPACTS | $482,775 |
| BROWN UNIVERSITY | |||||||
| BOX 1893 | PROVIDENCE | RI | 02912 | N/A | PUBLIC CHARITY | HASSENFELD FUND FOR THE STUDY OF LONG COVID HEALTH POLICY IMPACTS | $456,375 |
| CAMP HARBOR VIEW FOUNDATION INC | |||||||
| 79 Newbury St | BOSTON | MA | 02116 | N/A | PUBLIC CHARITY | CAMP OPERATIONS | $25,000 |
| CCRI Foundation | |||||||
| 1762 Louisquisset Pike | Lincoln | RI | 02865 | N/A | PUBLIC CHARITY | UNRESTRICTED | $50,967 |
| CCRI Foundation | |||||||
| 1762 Louisquisset Pike | Lincoln | RI | 02865 | N/A | PUBLIC CHARITY | UNRESTRICTED | $94,760 |
| CLOTHES TO KIDS RHODE ISLAND | |||||||
| 77 RESERVOIR AVE 5 | PROVIDENCE | RI | 02907 | N/A | PUBLIC CHARITY | UNRESTRICTED | $10,000 |
| DREAM IT FOUNDATION INC | |||||||
| 11034 NW 47TH LANE | DORAL | FL | 33178 | N/A | PUBLIC CHARITY | UNRESTRICTED | $295,000 |
| DREAM IT FOUNDATION INC | |||||||
| 11034 NW 47TH LANE | DORAL | FL | 33178 | N/A | PUBLIC CHARITY | UNRESTRICTED | $295,000 |
| DREAM IT FOUNDATION INC | |||||||
| 11034 NW 47TH LANE | DORAL | FL | 33178 | N/A | PUBLIC CHARITY | UNRESTRICTED | $295,000 |
| FOCUSED UNTRASOUND FOUNDATION | |||||||
| 1230 CEDARS COURT Suite 206 | CHARLOTTESVILLE | VA | 22903 | N/A | PUBLIC CHARITY | BRAIN STUDY | $100,000 |
| Harvard University | |||||||
| 124 Mount Auburn St | Cambridge | MA | 02138 | N/A | PUBLIC CHARITY | Kennedy School of Government - Public Service Followship FUnd | $46,571 |
| Harvard University | |||||||
| 124 Mount Auburn St | Cambridge | MA | 02138 | N/A | PUBLIC CHARITY | Kennedy School of Government - Public Service Followship FUnd | $96,645 |
| HUMMEL REPORT | |||||||
| PO BOX 2412 | PROVIDENCE | RI | 02906 | N/A | PUBLIC CHARITY | UNRESTRICTED | $50,000 |
| INSTITUTE OF CONTEMPORARY ART - BOSTON | |||||||
| 25 HARBOR SHORE DRIVE | BOSTON | MA | 02210 | N/A | PUBLIC CHARITY | SIMONE LEIGH 2022 VENICE BIENNALE | $50,000 |
| INSTITUTE OF CONTEMPORARY ART - BOSTON | |||||||
| 25 HARBOR SHORE DRIVE | BOSTON | MA | 02210 | N/A | PUBLIC CHARITY | FUND FOR THE FUTURE INITIATIVES & AVANT GUARDIAN SOCIETY MEMBERSHIP | $20,130 |
| INSTITUTE OF CONTEMPORARY ART - BOSTON | |||||||
| 25 HARBOR SHORE DRIVE | BOSTON | MA | 02210 | N/A | PUBLIC CHARITY | FUND FOR THE FUTURE INITIATIVES & AVANT GUARDIAN SOCIETY MEMBERSHIP | $579,870 |
| JEWISH ALLIANCE OF GREATER RHODE ISLAND | |||||||
| 401 ELMGROVE AVE | PROVIDENCE | RI | 02906 | N/A | PUBLIC CHARITY | UNRESTRICTED | $5,510 |
| JEWISH ALLIANCE OF GREATER RHODE ISLAND | |||||||
| 401 ELMGROVE AVE | PROVIDENCE | RI | 02906 | N/A | PUBLIC CHARITY | UNRESTRICTED | $194,490 |
| JUF Of Metropolitan Chicago | |||||||
| 30 South Wells Street | Chicago | IL | 60606 | N/A | PUBLIC CHARITY | UNRESTRICTED | $60,000 |
| Massachusetts General Hospital | |||||||
| 125 Nashua St 540 | BOSTON | MA | 02114 | N/A | PUBLIC CHARITY | DR/ KISTOM BROWN PROGRAM DEVELOPMENT FUND | $28,153 |
| Massachusetts General Hospital | |||||||
| 125 Nashua St 540 | BOSTON | MA | 02114 | N/A | PUBLIC CHARITY | DR/ KISTOM BROWN PROGRAM DEVELOPMENT FUND | $96,848 |
| NORTON MUSEUM OF ART CMAC | |||||||
| 1450 S DIXIE HWY | WEST PALM BEACH | FL | 33401 | N/A | PUBLIC CHARITY | UNRESTRICTED | $15,000 |
| NOWELL LEADERSHIP ACADEMY | |||||||
| 150 Washington St | PROVIDENCE | RI | 02903 | N/A | PUBLIC CHARITY | RENOVATION OF DOWNTOWN PROVIDENCE HEADQUARTERS | $85,000 |
| NYU Langone Medical Center | |||||||
| 25 WEST FOURTH STREET | New York | NY | 10012 | N/A | PUBLIC CHARITY | KIDS OF NYU LANGONE FUND | $10,000 |
| NYU Langone Medical Center | |||||||
| 25 WEST FOURTH STREET | New York | NY | 10012 | N/A | PUBLIC CHARITY | KIDS OF NYU LANGONE FUND | $10,000 |
| POPULATION & DEVELOPMENT INTERNATIONAL | |||||||
| 284 LLIKAA PLACE | KAILUA | HI | 96734 | N/A | PUBLIC CHARITY | MECHAI BAMBOO SCHOOL IN THAILAND | $102,000 |
| Rhode Island Kids Count Inc | |||||||
| One Union Station | Providence | RI | 02903 | N/A | PUBLIC CHARITY | UNRESTRICTED | $30,330 |
| Rhode Island Kids Count Inc | |||||||
| One Union Station | Providence | RI | 02903 | N/A | PUBLIC CHARITY | UNRESTRICTED | $94,670 |
| Save the Bay | |||||||
| 100 Save The Bay Drive | Providence | RI | 02902 | N/A | PUBLIC CHARITY | UNRESTRICTED | $20,000 |
| Save the Bay | |||||||
| 100 Save The Bay Drive | Providence | RI | 02902 | N/A | PUBLIC CHARITY | UNRESTRICTED | $20,000 |
| Stages of Freedom | |||||||
| 101 Dyer Street | Providence | RI | 02903 | N/A | PUBLIC CHARITY | CONNECTED DAILY EBLAST | $10,000 |
| TEACH FOR AMERICA RI | |||||||
| 166 Valley St Building 6M Suite 105 | PROVIDENCE | RI | 02909 | N/A | PUBLIC CHARITY | UNRESTRICTED | $10,000 |
| The Jerusalem Foundation | |||||||
| 420 LEXINGTON AVENUE Suite 1645 | New York | NY | 10170 | N/A | PUBLIC CHARITY | URI DROMI TO BENEFIT THE JERUSALEM PRESS CLUB | $52,500 |
| The Jerusalem Foundation | |||||||
| 420 LEXINGTON AVENUE Suite 1645 | New York | NY | 10170 | N/A | PUBLIC CHARITY | UNRESTRICTED | $33,343 |
| The Jerusalem Foundation | |||||||
| 420 LEXINGTON AVENUE Suite 1645 | New York | NY | 10170 | N/A | PUBLIC CHARITY | UNRESTRICTED | $962,828 |
| The Jerusalem Foundation | |||||||
| 420 LEXINGTON AVENUE Suite 1645 | New York | NY | 10170 | N/A | PUBLIC CHARITY | UNRESTRICTED | $480,224 |
| The Miriam Hospital | |||||||
| PO BOX H | PROVIDENCE | RI | 02901 | N/A | PUBLIC CHARITY | CENTER FOR INNOVATIVE CANCER RESEARCH | $1,190 |
| The Miriam Hospital | |||||||
| PO BOX H | PROVIDENCE | RI | 02901 | N/A | PUBLIC CHARITY | CENTER FOR INNOVATIVE CANCER RESEARCH | $98,810 |
| Tufts University - Friedman School | |||||||
| 150 Harrison Avenue | BOSTON | MA | 02111 | N/A | PUBLIC CHARITY | Ellen H. Block Career Services Center at the Friedman School of Nutrition Science & Policy | $58,460 |
| Tufts University - Friedman School | |||||||
| 150 Harrison Avenue | BOSTON | MA | 02111 | N/A | PUBLIC CHARITY | Ellen H. Block Career Services Center at the Friedman School of Nutrition Science & Policy | $365,540 |
| UNIVERSITY OF CHICAGO | |||||||
| 130 East Randolph Suite 2500 | CHICAGO | IL | 60601 | N/A | PUBLIC CHARITY | BHC COLLABORATIVE FOR FAMILY RESILIENCE | $962,163 |
| UNIVERSITY OF CHICAGO | |||||||
| 5235 South Harper Ct 450 | CHICAGO | IL | 60615 | N/A | PUBLIC CHARITY | TRAUMA & CHICAGO SOUTHSIDE: HELPING CHILDREN AND FAMILIES OVERCOME | $50,750 |
| UNIVERSITY OF CHICAGO | |||||||
| 5235 South Harper Ct 450 | CHICAGO | IL | 60615 | N/A | PUBLIC CHARITY | TRAUMA & CHICAGO SOUTHSIDE: HELPING CHILDREN AND FAMILIES OVERCOME | $869,805 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $9,973,538 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,324,102 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $145,770 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,471,424 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,941,296 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,941,296 | 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 | Kovitz | CategoryTxt |
| Amt | $50,000 | Amt |
| Net Investment Income | $50,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| UBS FINANCIAL SERVICES 665 | $16,593,726 | $16,620,827 |
| UBS FINANCIAL SERVICES 873 | $3,080,520 | $3,233,904 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| HASBRO INC | $21,030,733 | $42,003,690 |
| UBS FINANCIAL SERVICES 665 | $275,960 | $348,810 |
| UBS FINANCIAL SERVICES 683 | $3,513,153 | $5,407,771 |
| UBS FINANCIAL SERVICES 823 | $10,761,071 | $21,006,078 |
| UBS FINANCIAL SERVICES 874 | $283,654 | $552,485 |
| UBS FINANCIAL SERVICES 876 | $752,820 | $834,811 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| SOCIAL CAPITAL FUND | AT COST | $100,000 | $100,000 |
| UBS FINANCIAL SERVICES 665 | AT COST | $1,748,559 | $2,016,709 |
| UBS FINANCIAL SERVICES 876 | AT COST | $3,868,247 | $5,229,956 |
| TAL China Focus Fund | AT COST | $1,106,789 | $1,075,988 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| FEDERAL TAX DEPOSITS | $54,400 | $39,720 | $39,720 |
| 360 MEDIA INC | $1,290,080 | $1,290,080 | $1,290,080 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Amortization | $7,478 |
| Prior Year Tax Liability | $14,680 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADVISOR FEE - UBS | $129,891 | $129,891 | $0 |
| MARTIN INVESTMENT MANAGEMENT, LLC | $491,264 | $491,264 | $0 |
| ANNUAL FILINGS | $22 | $0 | $22 |
| ADMINISTRATIVE SERVICES | $303,262 | $242,610 | $60,652 |
| Bank Fees | $35 | $35 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| A&Q Select (US) LLC - Opportunistic Credit | $20,341 | $20,341 | $20,341 |
| Canyon Distressed LP | $31,241 | $31,241 | $31,241 |
| Canyon Clo 2015-1 | $108 | $108 | $108 |
| Canyon Finance Ireland, Ltd | $157 | $157 | $157 |
| Canyon Nrz Funding Lp | $4,660 | $4,660 | $4,660 |
| TAL China Focus Fund | $89,263 | $89,263 | $89,263 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| EXCESS OF FMV OVER BASIS ON STOCK DONATIONS BY THE FOUNDATION | $3,718,889 |
| NONDIVIDEND DISTRIBUTIONS | $40,377 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Upshot Advisors | CategoryTxt |
| Amt | $100,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $100,000 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX | $5,057 | $5,057 | $0 |
| STATE - RI | $50 | $50 | $0 |
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