RUDERMAN FAMILY FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- RUDERMAN FAMILY FOUNDATION (EIN 04-3334973)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-14
- IRS object ID
- 202223189349101147
- 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
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-14T06:58:37-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 050409384 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KAHN LITWIN RENZA & CO LTD | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1075 MAIN STREET SUITE 130 | AddressLine1Txt |
| City | WALTHAM | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02451 | 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 | 043334973 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RUDERMAN FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RUDE | BusinessNameControlTxt |
| Phone | 6175599919 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2150 WASHINGTON STREET | AddressLine1Txt |
| City | NEWTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02462 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAY RUDERMAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6175599919 | PhoneNum |
| Signature | 2022-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JAY | PersonFirstNm |
| Person Last | RUDERMAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PAUL NADEAU | PreparerPersonNm |
| PTIN | P01406554 | PTIN |
| Phone | 7815478800 | PhoneNum |
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 | $199,429,961 | 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 |
| Interest On Sav Rev And Expnss | $141 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $141 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $6,924,380 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6,924,380 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,186,989 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,016,149 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,186,989 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $258 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $258 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $9,111,768 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $9,111,768 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $680,610 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $612,549 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $419,625 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $377,662 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $214,385 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $192,947 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $8,304 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $7,474 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $127,700 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $114,930 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $359,634 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $359,634 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $145,013 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $41,682 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $57,048 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $47,343 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $47,343 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $36,570 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $32,913 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $721,056 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $706,284 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,760,240 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $401,316 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,149,150 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,721,310 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,721,310 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $7,481,550 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $401,316 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $6,870,460 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,630,218 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $8,710,452 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $15,160,553 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $8,796,806 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $8,796,806 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $138,205,491 | CorporateStockBOYAmt |
| Corporate Stock EOY | $144,418,605 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $181,915,788 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $6,234,183 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $7,928,993 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $8,247,367 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $470,000 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $470,000 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $470,000 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $160,070,227 | TotalAssetsBOYAmt |
| Total Assets EOY | $161,614,404 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $199,429,961 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $40,643 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $14,615 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $40,643 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $14,615 | 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 | $160,029,584 | RetainedEarningBOYAmt |
| Retained Earning EOY | $161,599,789 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $160,029,584 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $161,599,789 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $160,070,227 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $161,614,404 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $160,029,584 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,630,218 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $161,659,802 | SubtotalAmt |
| Other Decreases | $60,013 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $161,599,789 | 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 |
|---|---|---|---|---|---|---|
| NORTHERN TRUST #6858 | P | 2021-12-31 | $425,876 | $362,810 | $63,066 | $63,066 |
| NORTHERN TRUST #6858 | P | 2021-12-31 | $4,148,762 | $2,466,350 | $1,682,412 | $1,682,412 |
| CAPITAL GAINS DIVIDENDS | P | $441,511 | $441,511 | $441,511 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,186,989 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $121,075 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $121,075 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $121,075 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $93,074 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $90,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $183,074 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $644 | EsPenaltyAmt |
| Overpayment | $61,355 | OverpaymentAmt |
| Applied To ES Tax | $61,355 | 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 | MA | 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 | WWW.RUDERMANFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | JAY RUDERMAN | IndividualWithBooksNm |
| Phone | 6175599919 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2150 WASHINGTON STREET | AddressLine1Txt |
| City | NEWTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02462 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 | Yes (1) | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| 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 (7 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 |
|---|---|---|---|---|---|---|---|---|
| JAY SETH RUDERMAN | ||||||||
| 2150 WASHINGTON STREET | NEWTON | MA | 02462 | PRESIDENT & TRUSTEE | 50.00 | $329,205 | $29,307 | $0 |
| SHARON ELLEN SHAPIRO | ||||||||
| 2150 WASHINGTON STREET | NEWTON | MA | 02462 | COMMUNITY LIAISON & TRUSTEE | 30.00 | $126,405 | $29,248 | $0 |
| TODD ADAM RUDERMAN | ||||||||
| 2150 WASHINGTON STREET | NEWTON | MA | 02462 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| MARCIA RUDERMAN | ||||||||
| 2150 WASHINGTON STREET | NEWTON | MA | 02462 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| LAWRENCE JACOBS | ||||||||
| 2150 WASHINGTON STREET | NEWTON | MA | 02462 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| SHIRA RUDERMAN | ||||||||
| 2150 WASHINGTON STREET | NEWTON | MA | 02462 | EXECUTIVE DIRECTOR | 40.00 | $225,000 | $484 | $0 |
| HANNA SHAUL BAR NISSIM | ||||||||
| 2150 WASHINGTON STREET | NEWTON | MA | 02462 | DEPUTY DIRECTOR | 40.00 | $117,502 | $34,665 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| MOLLY SILVER | ||||||||
| 2150 WASHINGTON STREET | NEWTON | MA | 02462 | PROGRAM OFFICER | 40.00 | $66,944 | $15,151 | $0 |
| CAITLYN FOLINO | ||||||||
| 2150 WASHINGTON STREET | NEWTON | MA | 02462 | PROGRAM ASSOCIATE | 40.00 | $56,100 | $185 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| THE NORTHERN TRUST COMPANY | |||||
| 125 SUMMER STREET SUITE 1400 | BOSTON | MA | 02110 | INVESTMENT ADVISORY | $359,634 |
| KAHN LITWIN RENZA & CO LTD | |||||
| 951 NORTH MAIN STREET | PROVIDENCE | RI | 02904 | ACCOUNTING AND TAX | $127,700 |
| CORDUROY LLC | |||||
| 665 VALLEY DR | HERMOSA BEACH | MA | 90254 | PUBLIC RELATIONS | $81,800 |
| 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 | $183,959,989 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $12,905,946 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $196,865,935 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $196,865,935 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,952,989 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $193,912,946 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $9,695,647 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $9,695,647 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $121,075 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $121,075 | TotalTaxAmt |
| Distributable Before Adj | $9,574,572 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $9,574,572 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $9,574,572 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $6,870,460 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $6,870,460 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $9,574,572 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $3,414,504 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $6,870,460 | QualifyingDistributionsAmt |
| Applied To Year1 | $3,414,504 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,455,956 | 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 | $6,118,616 | 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) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SHARON E SHAPIRO | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2150 WASHINGTON STREET | AddressLine1Txt |
| City | NEWTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02462 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6175999919 | RecipientPhoneNum |
| Form And Info And Materials | NOT APPLICABLE | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | ORGANIZATIONS MUST QUALIFY UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (50 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|
| ACADEMY FOUNDATION | ||||||||||
| 8949 WILSHIRE BLVD | BEVERLY HILLS | CA | 90211 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $400,000 | |||
| ACTIVE MINDS | ||||||||||
| 2001 S ST NW | WASHINGTON | DC | 20009 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $35,050 | |||
| AGUDATH ISRAEL OF AMERICA | ||||||||||
| 42 BROADWAY 14TH FLOOR | NEW YORK | NY | 10004 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 | |||
| AMERICAN FRIENDS OF BEIT HATFUTSOT | ||||||||||
| 633 3RD AVE FL 21 | NEW YORK | NY | 10017 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $18,000 | |||
| AMERICAN FRIENDS OF TEL AVIV UNIVERSITY | ||||||||||
| 8 WEST 40TH STREET 8TH FLOOR | NEW YORK | NY | 10018 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $25,000 | |||
| AMERICAN SOCIETY OF THE UNIV OF HAIFA | ||||||||||
| 80 BROAD STREET | NEW YORK | NY | 10004 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $253,000 | |||
| ANTI-DEFAMATION LEAGUE (ADL) | ||||||||||
| 40 COURT STREET 12TH FLOOR | BOSTON | MA | 02478 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $50,000 | |||
| BAIS YAAKOV | ||||||||||
| 198 STRATHMORE ROAD | BRIGHTON | MA | 02135 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $3,600 | |||
| BENTLEY UNIVERSITY CWB | ||||||||||
| 175 FOREST ST | WALTHAM | MA | 02452 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $14,000 | |||
| BOCA WEST CHILDRENS FOUNDATION | ||||||||||
| 20583 BOCA W DR | BOCA RATON | FL | 33434 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $20,000 | |||
| BOREALIS PHILANTHROPY | ||||||||||
| PO BOX 3295 | MINNEAPOLIS | MN | 55403 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $65,000 | |||
| BOSTON JEWISH FILM FESTIVAL | ||||||||||
| 1001 WATERTOWN STREET 3RD FLOOR | WEST NEWTON | MA | 02465 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 | |||
| BOYS AND GIRLS CLUBS OF BOSTON INC | ||||||||||
| 200 HIGH ST SUITE 3B | BOSTON | MA | 02110 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $2,500 | |||
| BRANDEIS UNIVERSITY | ||||||||||
| 415 SOUTH ST | WALTHAM | MA | 02453 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 | |||
| CANCER SCHMANCER FOUNDATION | ||||||||||
| 23823 MALIBU RD 311 | MALIBU | CA | 90265 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 | |||
| CHABAD LUBAVITCH OF THE QUAD CITIES | ||||||||||
| 2285 S 2285 ST ANDREWS CIR | BETTENDORF | IA | 52722 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 | |||
| COMBINED JEWISH PHILANTHROPIES | ||||||||||
| 126 HIGH STREET | BOSTON | MA | 02110 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $155,000 | |||
| EPSTEIN HILLEL SCHOOL | ||||||||||
| SIX COMMUNITY ROAD | MARBLEHEAD | MA | 01945 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $20,000 | |||
| FRIENDS OF THE ARAVA INSTITUTE | ||||||||||
| 1320 CENTRE ST SUITE 206 | NEWTON | MA | 02459 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $600 | |||
| FROM THE HEART PRODUCTIONS | ||||||||||
| 1013 HARBOR BLVD 53 | OXNARD | CA | 93035 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 | |||
| GANN ACADEMY | ||||||||||
| 333 FOREST STREET | WALTHAM | MA | 02452 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $50,000 | |||
| GATEWAYS - ACCESS TO JEWISH EDUCATION | ||||||||||
| 333 NAHANTON SREET | NEWTON | MA | 02459 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 | |||
| GEENA DAVIS INSTITUTE ON GENDER IN MEDIA | ||||||||||
| PO BOX 9615 | RANCHO CUCAMONGA | CA | 91701 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 | |||
| HEBREW COLLEGE | ||||||||||
| 160 HERRICK ROAD | NEWTON CENTRE | MA | 02459 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 | |||
| HEBREW SENIORLIFE | ||||||||||
| 1200 CENTRE STREET | BOSTON | MA | 02131 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $100,000 | |||
| HOLOCAUST LEGACY FOUNDATION | ||||||||||
| POST OFFICE BOX 170123 | BOSTON | MA | 02116 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $20,000 | |||
| INTEGRITY FIRST FOR AMERICA INC | ||||||||||
| PO BOX 1831 | NEW YORK | NY | 10156 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 | |||
| ISRAELI AMERICAN COUNCIL | ||||||||||
| 1200 CENTRE STREET | NEWTON | MA | 02459 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $20,000 | |||
| ISRAFEST FOUNDATION INC | ||||||||||
| 292 SOUTH LA CIENEGA BOULEVARD | BEVERLY HILLS | CA | 90211 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 | |||
| JDC AMERICAN JEWISH JOINT DISTRIBUTION COMM | ||||||||||
| 220 EAST 42ND STREET | NEW YORK | NY | 10017 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $500,000 | |||
| JEWISH AGENCY FOR ISRAEL (JAFI) | ||||||||||
| 633 THIRD AVENUE | NEW YORK | NY | 10017 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $35,000 | |||
| JEWISH COMMUNITY RELATIONS COUNCIL (JCRC) | ||||||||||
| 333 NAHANTON STREET | NEWTON | MA | 02459 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $13,600 | |||
| JEWISH FUNDERS NETWORK | ||||||||||
| 150 WEST 30TH ST | NEW YORK | NY | 10001 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $6,000 | |||
| JEWISH JOURNAL | ||||||||||
| 27 CONGRESS ST SUITE 501 | SALEM | MA | 01970 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 | |||
| JEWISH NATIONAL FUND | ||||||||||
| 78 RANDALL AVENUE | ROCKVILLE CENTER | NY | 11570 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $12,000 | |||
| LITERACY PARTNERS | ||||||||||
| 75 MAIDEN LN 1102 | NEW YORK | NY | 10038 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $20,000 | |||
| MA GENERAL HOSPITALLURIE CENTER | ||||||||||
| 125 NASHUA STREET SUITE 540 | BOSTON | MA | 02114 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $1,000,000 | |||
| MCLEAN HOSPITAL | ||||||||||
| 115 MILL STREET | BELMONT | MA | 02478 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $1,500 | |||
| ME2 ORCHESTRA | ||||||||||
| 301 MASSACHUSETTS AVENUE | BOSTON | MA | 02115 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $1,000 | |||
| MOMENTUM UNLIMITED INC | ||||||||||
| 6101 EXECUTIVE BLVD SUITE 240 | ROCKVILLE | MD | 20852 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 | |||
| NATIONAL COUNCIL ON INDEPENDENT LIVING | ||||||||||
| 2013 H ST NW 6TH FLOOR | WASHINGTON | DC | 20006 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $65,000 | |||
| NORTH AMERICAN FRIENDS OF ORANIM | ||||||||||
| 1111 E FAIRY CHASM ROAD | BAYSIDE | WI | 53217 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $1,000 | |||
| NORTHEASTERN UNIVERSITY | ||||||||||
| 360 HUNTINGTON AVENUE | BOSTON | MA | 02115 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $31,500 | |||
| RED SOX FOUNDATION | ||||||||||
| 4 JERSEY STREET | BOSTON | MA | 02215 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $125,000 | |||
| RUDERMAN FAMILY FOUNDATION ISRAEL (AMUTAH) | ||||||||||
| NONE | OTHER | GENERAL PURPOSE | $1,400,100 | 12 ELI HOROVITZ | REHOVOT | IS | ||||
| SHAZURINTERWOVEN INC | ||||||||||
| 511 W 232TH STREET | BRONX | NY | 10463 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $12,000 | |||
| SILVER COURTYARD FUND ESSEX COUNTY MUSEUMCOURTYARD PROJECT | ||||||||||
| PO BOX 404 | TAPPAHANNOCK | VA | 22560 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $500 | |||
| THE ENTERTAINMENT INDUSTRY FOUNDATION | ||||||||||
| 10880 WILSHIRE BLVD SUITE 1400 | LOS ANGELES | CA | 90024 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $100,000 | |||
| THE GESHER FOUNDATION INC | ||||||||||
| 511 6TH AVENUE SUITE 444 | NEW YORK | NY | 10011 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $50,000 | |||
| THE RHODES JEWISH HISTORICAL FOUNDATION | ||||||||||
| 10850 WILSHIRE BLVD 750 | LOS ANGELES | CA | 90024 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $360 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,721,310 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $141 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,924,380 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523920 | BusinessCd |
| Unrelated Business Taxbl Incm | $258 | UnrelatedBusinessTaxblIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,186,989 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $258 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $9,111,510 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $9,111,768 | 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 FEES | CategoryTxt |
| Amt | $127,700 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $114,930 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | BONDS/OBLIGATIONS/HOLDINGS | BondNm |
| EOY Book Value | $7,928,993 | EOYBookValueAmt |
| EOYFMV | $8,247,367 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CORPORATE STOCK | $141,630,801 | $178,946,439 |
| COMMODITIES | $2,787,804 | $2,969,349 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CONVERTIBLE NOTE - THE AFFINITY PROJECT | AT COST | $100,000 | $100,000 |
| CONVERTIBLE NOTE - ANGEL SENSE LTD | AT COST | $370,000 | $370,000 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $8,304 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $7,474 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD TIMING ADJUSTMENT | Desc |
| Amt | $60,013 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| COMPUTER SERVICES | $77,264 | $0 | $69,538 |
| DUES AND SUBSCRIPTIONS | $8,127 | $0 | $7,314 |
| PROGRAM DEVELOPMENT & STRATEGY | $27,670 | $0 | $27,670 |
| INSURANCE | $7,079 | $0 | $6,371 |
| OFFICE EXPENSE | $50,660 | $0 | $45,594 |
| ORGANIZATIONAL DEVELOPMENT | $13,769 | $0 | $13,769 |
| PROGRAM EXPENSES AND MATERIALS | $531,326 | $0 | $531,326 |
| PAYROLL SERVICE | $4,091 | $0 | $3,682 |
| COMMUNICATION & MEDIA | $500 | $0 | $450 |
| INTEREST EXPENSES | $570 | $0 | $570 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NORTHERN TRUST #6858 | Desc |
| Revenue And Expenses Per Books | $258 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $258 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $258 | AdjustedNetIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CREDIT CARD PAYABLE | Desc |
| BOY Book Value | $40,643 | BOYBookValueAmt |
| EOY Book Value | $14,615 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $359,634 | Amt |
| Net Investment Income | $359,634 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $41,682 | $41,682 | $0 |
| PAYROLL TAXES | $62,831 | $0 | $56,548 |
| FEDERAL & STATE TAXES | $40,500 | $0 | $500 |