JAMES J PALLOTTA CHARITABLE TRUST: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization: JAMES J PALLOTTA CHARITABLE TRUST (EIN 22-3208194)
Tax period: 2020-01-01 to 2020-12-31
Filed: 2021-05-14
IRS object ID: 202101349349101670
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
Schedule B
Accounting Fees Schedule
Depreciation Schedule
Investments Govt Obligations Sch
Other Decreases Schedule
Other Expenses Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2021-05-14T12:14:22-05:00	ReturnTs
Tax Period End	2020-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	ERNST & YOUNG US LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	121 RIVER STREET	AddressLine1Txt
City	HOBOKEN	CityNm
State Abbreviation	NJ	StateAbbreviationCd
ZIP	07030	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	223208194	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	JAMES J PALLOTTA CHARITABLE TRUST	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
In Care Of	% LARRY LESTER	InCareOfNm
Business Name Control	JAME	BusinessNameControlTxt
Phone	7816478160	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	C/O LARRY LESTER 180 Ash Street	AddressLine1Txt
City	Weston	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	024931928	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	JAMES PALLOTTA	PersonNm
Person Title	TRUSTEE	PersonTitleTxt
Phone	7816478160	PhoneNum
Signature	2021-05-14	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	JAMES	PersonFirstNm
Person Last	PALLOTTA	PersonLastNm

Field	Value	IRS element (for citing)
SSN	XXX-XX-XXXX	SSN

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	JESSICA PERNA	PreparerPersonNm
PTIN	P00844664	PTIN
Phone	2015515000	PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Field	Value	IRS element (for citing)
Trusted Customer	2	TrustedCustomerCd

Field	Value	IRS element (for citing)
Tax	2020	TaxYr
Build TS	2022-09-23 18:48:47Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$13,254,645	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	$14,779,487	ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss	$182	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$182	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$13,564	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$13,564	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$14,871,847	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$15,278,068	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$14,871,847	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$29,665,080	TotalRevAndExpnssAmt
Total Net Invst Incm	$14,885,593	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$0	CompOfcrDirTrstRevAndExpnssAmt
Accounting Fees Rev And Expnss	$7,500	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$0	AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm	$0	AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps	$7,500	AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss	$500	TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss	$35	OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl	$35	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$8,035	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$0	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm	$0	TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$7,535	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$2,075,000	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$2,075,000	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$2,083,035	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$0	TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm	$0	TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl	$2,082,535	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$27,582,045	ExcessRevenueOverExpensesAmt
Net Investment Income	$14,885,593	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$556	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$9,792,370	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$9,792,370	SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY	$437,275	USGovernmentObligationsBOYAmt
US Government Obligations EOY	$3,462,275	USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV	$3,462,275	USGovtObligationsEOYFMVAmt
Total Assets BOY	$437,831	TotalAssetsBOYAmt
Total Assets EOY	$13,254,645	TotalAssetsEOYAmt
Total Assets EOYFMV	$13,254,645	TotalAssetsEOYFMVAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Retained Earning BOY	$437,831	RetainedEarningBOYAmt
Retained Earning EOY	$13,254,645	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$437,831	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$13,254,645	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$437,831	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$13,254,645	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$437,831	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$27,582,045	ExcessRevenueOverExpensesAmt
Subtotal	$28,019,876	SubtotalAmt
Other Decreases	$14,765,231	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$13,254,645	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	AcquiredAcquiredDt	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
103,779 SHS UBER TECHNOLOGIES INC	D	2020-01-07	2020-01-08	$3,429,340	$4,082	$3,425,258	$3,425,258
236,074 SHS UBER TECHNOLOGIES INC	D	2020-11-09	2020-11-09	$11,448,728	$2,139	$11,446,589	$11,446,589
400,000 SHS BLKRK LIQUIDITY FUND FED TRUST FD INSTL CL	P		2020-10-19	$400,000	$400,000

Field	Value	IRS element (for citing)
Capital Gain Net Income	$14,871,847	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$206,910	InvestmentIncomeExciseTaxAmt
Subtotal	$206,910	SubtotalAmt
Tax Based On Investment Income	$206,910	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$558	EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce	$0	ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits	$558	TotalPaymentsAndCreditsAmt
Tax Due	$206,352	TaxDueAmt

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	Yes (true)	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	LARRY LESTER	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	7816478160	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	180 ASH STREET	AddressLine1Txt
City	WESTON	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	024931928	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
Subj To Tax Rmnrtn Ex Prcht Pymt	false	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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
JAMES J PALLOTTA
2068 NORTH BAY ROAD	MIAMI BEACH	FL	33140	TRUSTEE < 1 HR	0	$0	$0	$0
KIMBERLY S PALLOTTA
2068 NORTH BAY ROAD	MIAMI BEACH	FL	33140	TRUSTEE < 1 HR	0	$0	$0	$0

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

Field	Value	IRS element (for citing)
Description1	THE FOUNDATION IS NOT INVOLVED IN ANY DIRECT CHARITABLE ACTIVITIES. IT'S PRIMARY PURPOSE IS TO SUPPORT, BY CONTRIBUTIONS,OTHER ORGANIZATIONS EXEMPT UNDER IRC 501(C)(3)	Description1Txt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Description1	N/A	Description1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$3,506,506	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$1,615,932	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$5,122,438	TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$5,122,438	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$76,837	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$5,045,601	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$252,280	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$252,280	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$206,910	TaxBasedOnInvestmentIncomeAmt
Total Tax	$206,910	TotalTaxAmt
Distributable Before Adj	$45,370	DistributableBeforeAdjAmt
Distributable Before Ded	$45,370	DistributableBeforeDedAmt
Distributable As Adjusted	$45,370	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$2,082,535	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	$2,082,535	QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm	$0	PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri	$2,082,535	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$45,370	DistributableAsAdjustedAmt
Undistributed Income PY	$21,276	UndistributedIncomePYAmt
Prior Year1	2018	PriorYear1Yr
Prior Year2	2017	PriorYear2Yr
Prior Year3	2016	PriorYear3Yr
Excess Distribution Cyov Yr1	$0	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$0	TotalExcessDistributionCyovAmt
Qualifying Distributions	$2,082,535	QualifyingDistributionsAmt
Applied To Year1	$21,276	AppliedToYear1Amt
Applied To Current Year	$45,370	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$2,015,889	RemainingDistriFromCorpusAmt
Total Corpus	$2,015,889	TotalCorpusAmt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr	$2,015,889	ExcessDistriCyovToNextYrAmt
Excess From Year1	$0	ExcessFromYear1Amt
Excess From Current Year	$2,015,889	ExcessFromCurrentYearAmt

Field	Value	IRS element (for citing)
Private Operating Foundations		PrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	JAMES J PALLOTTA	ContributingManagerNm
Shareholder Manager	NONE	ShareholderManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

Field	Value	IRS element (for citing)
Recipient Person	JAMES J PALLOTTA	RecipientPersonNm

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	2068 NORTH BAY ROAD	AddressLine1Txt
City	MIAMI BEACH	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	33140	ZIPCd

Field	Value	IRS element (for citing)
Recipient Phone	7816478160	RecipientPhoneNum
Form And Info And Materials	WRITTEN REQUESTS MUST INCLUDE THE CHARITABLE FUNCTION OF THE APPLICANT.	FormAndInfoAndMaterialsTxt
Submission Deadlines	NONE.	SubmissionDeadlinesTxt
Restrictions On Awards	NONE.	RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt	Address Line2RecipientUSAddress/AddressLine2Txt
SANTE FE INSTITUTE
1399 HYDE PARK ROAD	SANTA FE	NM	87501	NONE	PC	Multidisciplinary study of the fundamental principles of complex adaptive systems, including physical, computational, biological, and social systems.	$1,250,000
3POINT FOUNDATION
1270 SOLDIERS FIELD ROAD	BOSTON	MA	02135	NONE	PC	Seek to close the opportunity and achievement gap caused by economic inequality for underserved, low-income Boston elementary and middle school youth by providing free community-based programs that integrate project-based learning, athletics, dance, and other activities to foster the development of 21st century skills, social-emotional growth, and a growth mindset - all of which are crucial to future success	$25,000
CAROLINA ART ASSOCIATION
135 MEETING STREET	CHARLESTON	SC	29401	NONE	PC	Cultivation of the arts and art education.	$400,000
THE MICHAEL J FOX FOUNDATION
GRAND CENTRAL STATION	NEW YORK	NY	10163	NONE	PC	Seeks a cure for Parkinson's disease.	$400,000	POST OFFICE BOX 4777

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$2,075,000	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

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$182	ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$13,564	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	$14,871,847	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	$14,885,593	ExclusionAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$14,885,593	TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Field	Value	IRS element (for citing)
Line Number	N/A	LineNumberTxt
Relationship Statement	N/A	RelationshipStatementTxt

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

Schedule B IRS990ScheduleB

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
General Rule	Yes (X)	GeneralRuleInd

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	1	ContributorNum
Contributor Person	James J Pallotta	ContributorPersonNm

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	2068 NORTH BAY ROAD	AddressLine1Txt
City	MIAMI BEACH	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	33140	ZIPCd

Field	Value	IRS element (for citing)
Total Contributions	$14,779,487	TotalContributionsAmt
Person Contribution	Yes (X)	PersonContributionInd
Noncash Contribution	Yes (X)	NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)

ContributorContributorNum	Noncash PropertyNoncashPropertyDesc	Fair Market ValueFairMarketValueAmt	ReceivedReceivedDt
1	103,779 SHS UBER TECHNOLOGIES INC	$3,331,306	2020-01-07
1	236,074 SHS UBER TECHNOLOGIES INC	$11,440,146	2020-11-09

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	ACCOUNTING FEES	CategoryTxt
Amt	$7,500	Amt
Disbursements Charitable Prps	$7,500	DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

Field	Value	IRS element (for citing)
US Govt Obligations Book Vl EOY	$3,462,275	USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV	$3,462,275	USGovtObligationsEOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

Field	Value	IRS element (for citing)
Desc	CONTRIBUTED STOCK - DIFF OF FMV AND COST	Desc
Amt	$14,765,231	Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

Field	Value	IRS element (for citing)
Desc	MASSACHUSETTS FILING FEE	Desc
Revenue And Expenses Per Books	$35	RevenueAndExpensesPerBooksAmt
Disbursements Charitable Prps	$35	DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Field	Value	IRS element (for citing)
Category	2020 990-PF ESTIMATED TAX	CategoryTxt
Amt	$500	Amt

JAMES J PALLOTTA CHARITABLE TRUST: Form 990PF, tax year 2020

Return header ReturnHeader

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Preparer US Address PreparerUSAddress

Filer Filer

Business Name BusinessName

US Address USAddress

Business Officer BusinessOfficerGrp

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Preparer Person PreparerPersonGrp

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Statements Regarding Acty StatementsRegardingActyGrp

Persons With Books Name PersonsWithBooksName

Location Of Books US Address LocationOfBooksUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

Distributable Amount DistributableAmountGrp

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Undistributed Income UndistributedIncomeGrp

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

Recipient US Address RecipientUSAddress

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Contributor US Address ContributorUSAddress

Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Depreciation Schedule DepreciationSchedule

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

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