JAMES B BOSKEY MEMORIAL FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- JAMES B BOSKEY MEMORIAL FOUNDATION INC (EIN 22-3787050)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-06-24
- IRS object ID
- 202101759349100410
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-06-24T10:32:40-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 132672154 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LIPSKY GOODKIN & CO PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 120 WEST 45TH STREET 7TH FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10036 | 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 | 223787050 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JAMES B BOSKEY MEMORIAL FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JAME | BusinessNameControlTxt |
| Phone | 6467538619 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | LIPSKYGOODKINCO120 W 45 ST NO | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10036 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ELIZABETH BOSKEY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6467538619 | PhoneNum |
| Signature | 2021-06-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ELIZABETH | PersonFirstNm |
| Person Last | BOSKEY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STUART KATZMAN | PreparerPersonNm |
| PTIN | P01388512 | PTIN |
| Phone | 2128406444 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| 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 | $10,280,956 | 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 | $22,951 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $22,951 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $182,692 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $182,692 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$35,992 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $243,535 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $169,651 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $205,643 | 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 | $2,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $150 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $150 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $361 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $361 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,511 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,511 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,000 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $466,588 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $466,588 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $469,099 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,511 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $467,588 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$299,448 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $204,132 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | -$2 | CashBOYAmt |
| Cash EOY | -$2 | CashEOYAmt |
| Cash EOYFMV | -$2 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $8,621,449 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $272,395 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $272,395 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $480,054 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,978,588 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,036,208 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,551,072 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,972,355 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $9,101,501 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,802,053 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,280,956 | 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 | $9,101,501 | RetainedEarningBOYAmt |
| Retained Earning EOY | $8,802,053 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,101,501 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,802,053 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,101,501 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,802,053 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,101,501 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$299,448 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $8,802,053 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,802,053 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (15 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 1523 SHS BANCO SANTANDER SA ADR | P | 2011-01-10 | 2020-03-24 | $3,329 | $13,622 | -$10,293 | -$10,293 |
| 14 SHS CALIFORNIA RES CORP COM | P | 2014-05-06 | 2020-03-24 | $32 | $1,042 | -$1,010 | -$1,010 |
| 1000 SHS FIRST COMMONWEALTH | P | 2004-05-25 | 2020-03-24 | $9,047 | $13,082 | -$4,035 | -$4,035 |
| 500 SHS COHEN & STEERS REIT & PFD | P | 2007-02-05 | 2020-03-24 | $6,789 | $16,512 | -$9,723 | -$9,723 |
| 400 SHS FLAHERTY & CRUMRINE | P | 2003-08-26 | 2020-03-24 | $5,482 | $10,004 | -$4,522 | -$4,522 |
| 1165 SHS KEARNY FINL CORP/MD | P | 2005-01-04 | 2020-03-24 | $10,759 | $12,243 | -$1,484 | -$1,484 |
| 250 SHS KRAFT(THE) HEINZ CO | P | 2013-08-08 | 2020-03-24 | $5,597 | $13,537 | -$7,940 | -$7,940 |
| 500 SHS NEW YORK COMMUMITY BANCORP | P | 2006-01-23 | 2020-03-24 | $5,021 | $8,503 | -$3,482 | -$3,482 |
| 300 SHS OCCIDENTAL PETE CORP CAL | P | 2014-05-06 | 2020-03-24 | $3,006 | $27,908 | -$24,902 | -$24,902 |
| 1000 SHS HANOVER INSURANCE GR CLD | P | 2013-10-21 | 2020-09-21 | $25,000 | $22,194 | $2,806 | $2,806 |
| 984 SHS ENBRIDGE INC COM | P | 2016-06-14 | 2020-11-20 | $28,404 | $30,593 | -$2,189 | -$2,189 |
| 1000 SHS COHEN & STEERS SELECT | P | 2004-03-25 | 2020-11-20 | $25,054 | $19,483 | $5,571 | $5,571 |
| 5000 SHS BLACKROCK RES & COMMODIT | P | 2011-03-26 | 2020-11-20 | $32,479 | $65,804 | -$33,325 | -$33,325 |
| 1000 SHS WELLS FARGO CO CLD | P | 2015-09-08 | 2020-12-15 | $25,000 | $25,000 | $0 | $0 |
| CAPITAL GAINS DIVIDENDS | P | $58,536 | $58,536 | $58,536 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$35,992 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,837 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,837 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,837 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,461 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $6,461 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $3,624 | OverpaymentAmt |
| Applied To ES Tax | $3,624 | 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 | NJ | 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.JAMESBBOSKEYMEMORIAL.ORG | WebsiteAddressTxt |
| Individual With Books | LIPSKY GOODKIN CO | IndividualWithBooksNm |
| Phone | 2128406444 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 120 WEST 45TH STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10036 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| ELIZABETH R BOSKEY | ||||||||
| 11 BERWICK ST | SOMERVILLE | MA | 02145 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| EILEEN DOMBROWSKY | ||||||||
| 15 MCKINLEY | WEST CALDWELL | NJ | 07006 | TREASURER/DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| 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 | $7,557,832 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,350,559 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,908,391 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $9,908,391 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $148,626 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,759,765 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $487,988 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $487,988 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,837 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,837 | TotalTaxAmt |
| Distributable Before Adj | $485,151 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $485,151 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $485,151 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $467,588 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $467,588 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $467,588 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $485,151 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $466,538 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $467,588 | QualifyingDistributionsAmt |
| Applied To Year1 | $466,538 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,050 | 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 | $484,101 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 2002-04-01 | PrivateOperatingFndtnRulingDt |
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 | ELIZABETH R BOSKEY CO LIPSKY GOODKI | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 60 CLYDE STREET | AddressLine1Txt |
| City | SOMERVILLE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02145 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2128406444 | RecipientPhoneNum |
| Form And Info And Materials | FORM OF APPLICATION IS BEING DEVELOPED BY THE FOUNDATION AND WILL BE AVAILABLE AT THE WEB-SITE IN THE NEAR FUTURE. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SEPTEMBER 15TH - ANNUALLY | SubmissionDeadlinesTxt |
| Restrictions On Awards | AWARDS WILL BE IN THE U.S ONLY AND WILL SUPPORT RESEARCH AND EDUCATION IN THE FIELDS OF CHILDREN'S RIGHTS, PROTECTION OF FAMILY, ALTERNATIVE DISPUTE RESOLUTION, MEDICAL AND LEGAL ETHICS, REGULATION OF SCIENTIFIC MISCONDUCT, ORTHOPAEDIC, AND REPRODUCTIVE HEALTH RESEARCH. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (28 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 | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BENJAMIN CARDOZO SCHOOL OF LAW | ||||||||||||
| 103 CHURCH STREETSTE 210 | NEW BRUNSWICK | NJ | 08901 | NONE | 501(C)(3) | GENERAL PURPOSE | $15,000 | |||||
| CITY CENTER ENCORES | ||||||||||||
| 131 WEST 55TH STREET | NEW YORK | NY | 10019 | NONE | 501(C)(3) | GENERAL PURPOSE | $7,000 | |||||
| DIABETES RESEARCH | ||||||||||||
| 381 PARK AVENUE SOUTH | NEW YORK | NY | 10016 | NONE | 501(C)(3) | GENERAL PURPOSE | $20,000 | |||||
| DIVERSITY SCHOLARSHIP FOUNDATION | ||||||||||||
| PO BOX 641573 | CHICAGO | IL | 60664 | NONE | 501(C)(3) | GENERAL PURPOSE | $45,000 | |||||
| KIND INC | ||||||||||||
| 1201 LSTREET NW FL 2 | WASHINGTON | DC | 20005 | NONE | 501(C)(3) | GENERAL PURPOSE | $25,000 | |||||
| MARLBORO SCHOOL OF MUSIC | ||||||||||||
| 1528 WALNUT STREET STE 101 | PHILADELPHIA | PA | 19102 | NONE | 501(C)(3) | GENERAL PURPOSE | $7,000 | |||||
| MEDIATION CENTER OF DUTCHESS COUNTY | ||||||||||||
| 205 SOUTH AVENUE 200 | POUGHKEEPSIE | NY | 12601 | NONE | 501(C)(3) | GENERAL PURPOSE | $15,000 | |||||
| NACME | ||||||||||||
| ONE NORTH BROADWAY STE 601 | WHITE PLAINS | NY | 10601 | NONE | 501(C)(3) | GENERAL PURPOSE | $45,000 | |||||
| NATIONAL JEWISH HEALTH | ||||||||||||
| 271 MADISON AVENUE 19TH FL | NEW YORK | NY | 10016 | NONE | 501(C)(3) | GENERAL PURPOSE | $50,000 | |||||
| NEW YORK PEACE INSTITUTE | ||||||||||||
| 111 JOHN STREET | NEW YORK | NY | 10038 | NONE | 501(C)(3) | GENERAL PURPOSE | $20,000 | |||||
| POINT FOUNDATION | ||||||||||||
| 5055 WILSHIRE BLVD STE 502 | LOS ANGELES | CA | 90036 | NONE | 501(C)(3) | GENERAL PURPOSE | $45,000 | |||||
| SOCIAL INNOVATION FORUM | ||||||||||||
| 2 OLIVER STSTE 802 | BOSTON | MA | 02109 | NONE | 501(C)(3) | GENERAL PURPOSE | $9,000 | |||||
| WAYPOINT ADVENTURES | ||||||||||||
| 453 CONCORD AVENUE | LEXINGTON | MA | 02421 | NONE | 501(C)(3) | GENERAL PURPOSE | $15,000 | |||||
| YIDDISH BOOK CENTER | ||||||||||||
| 1021 WEST STREET | AMHERST | MA | 01002 | NONE | 501(C)(3) | GENERAL PURPOSE | $5,000 | |||||
| YOUNG CENTER | ||||||||||||
| 1700 WEST IRVING PARK ROAD | CHICAGO | IL | 60603 | NONE | 501(C)(3) | GENERAL PURPOSE | $28,000 | |||||
| PARA CLIFF HANGARS | ||||||||||||
| 227 BERRY STREET | BROOKLYN | NY | 11249 | NONE | 501(C)(3) | GENERAL PURPOSE | $2,588 | |||||
| CENTER FOR FOOD ACTION | ||||||||||||
| 192 W DEMAREST AVENUE | ENGLEWOOD | NJ | 07631 | NONE | 501(C)(3) | GENERAL PURPOSE | $12,000 | |||||
| CITY LIFE VIDA URBANA | ||||||||||||
| 284 ARMORY STREET STE 16 | BOSTON | MA | 02130 | NONE | 501(C)(3) | GENERAL PURPOSE | $12,000 | |||||
| ANLEE CDC | ||||||||||||
| 1600 CLIFTON ROAD | ATLANTA | GA | 303294027 | NONE | 501(C)(3) | GENERAL PURPOSE | $10,000 | |||||
| HOME START | ||||||||||||
| 5005 TEXAS STREET SUITE 203 | SAN DIEGO | CA | 92108 | NONE | 501(C)(3) | GENERAL PURPOSEGENERAL PURPOSE | $12,000 | |||||
| LA COLLABORATING | ||||||||||||
| LA KRETZ HALL SUITE 300 | LOS ANGELES | CA | 90095 | NONE | 501(C)(3) | GENERAL PURPOSE | $10,000 | |||||
| PREVENT CHILD ABUSE NJ | ||||||||||||
| 103 CHURCH STREETSTE 210 | NEW BRUNSWICK | NJ | 08901 | NONE | 501(C)(3) | GENERAL PURPOSE | $5,000 | |||||
| PARTNERS FOR YOUTH WITH DISABILITIES | ||||||||||||
| 5 MIDDLESEX AVENUE STE 307 | SOMERVILLE | MA | 02145 | NONE | 501(C)(3) | GENERAL PURPOSEGENERAL PURPOSE | $5,000 | |||||
| INDIGAMOS LIFEWAYS MCKINLEY MUT | ||||||||||||
| 259 2418 E HISTORIC HWY | GALLUP | NM | 87701 | NONE | 501(C)(3) | GENERAL PURPOSE | $10,000 | |||||
| SEEDING SOVEREIGNTY CO EARTH ISLAND INSTITUTE | ||||||||||||
| 2150 ALLSTON WAY 460 | BERKELEY | CA | 94704 | NONE | 501(C)(3) | GENERAL PURPOSE | $10,000 | |||||
| TRANS LIFELINE | ||||||||||||
| 195 41ST ST UNIT 11253 | OAKLAND | CA | 946117010 | NONE | 501(C)(3) | GENERAL PURPOSE | $7,000 | |||||
| URBAN FARMING INSTITUTE | ||||||||||||
| 487 NORFOLK STREET | MATTAPAN | MA | 02126 | NONE | 501(C)(3) | GENERAL PURPOSE | $10,000 | |||||
| FAMS JUSTICE & HEAL | ||||||||||||
| NONE | 501(C)(3) | GENERAL PURPOSE | $10,000 | 52-58 WILLIAM ST STE 401 | WOOLOOMOOLOO | NSW | AS | 2011 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $466,588 | 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 | $22,951 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $182,692 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$35,992 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $169,651 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $169,651 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | SUPPORTING RESEARCH & EDUCATION IN THE FIELDS OF CHILDEN'S RIGHTS, |
| 7 | FAMILY PROTECTION,& ALTERNATIVE DISPUTE RESOLUTION. |
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 | CategoryTxt |
| Amt | $2,000 | Amt |
| Net Investment Income | $1,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,000 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (16 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 500 PUBLIC SERVICE ENT. GROUP | $6,027 | $29,150 |
| 500 ABBOTT LABS | $13,415 | $54,745 |
| 500 BANK OF AMERICA | $23,583 | $15,155 |
| 600 JP MORGAN CHASE | $25,132 | $76,242 |
| 291 DUKE ENERGY | $16,125 | $26,644 |
| 500 INTEL | $11,696 | $24,910 |
| 500 ABBVIE INC | $14,548 | $53,575 |
| 115473.44 SHS FRANKLIN LOW DUR | $1,020,354 | $1,130,313 |
| 177,320.53 SHS MFS LTD MATURITY FD | $1,030,190 | $1,095,943 |
| 255,102 SHS LORD ABBETT SHORT | $1,113,792 | $1,181,108 |
| 8322.230 SHS HARTFORD GROWTH | $315,829 | $529,008 |
| 111,734.71 SHS HARTFORD DURATION | $1,017,158 | $1,139,255 |
| 7009.35 PRINCIPAL EQUITY INCOME | $150,878 | $251,920 |
| 86139.78 SHS PRINC S/T INCOME FD | $1,042,295 | $1,093,228 |
| 1,053.79 SHS BLACKROCK EQUITY FD | $163,058 | $238,394 |
| 110,864.75 SHS BLACKROCK LOW DURATION | $1,014,508 | $1,096,618 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 41,105.61 SHS GUGGENHEIM | AT COST | $1,043,219 | $1,095,179 |
| 696949 SHS MFS VALUE FD CL A | AT COST | $207,626 | $320,061 |
| 3564.81 SHS FRANKLIN DYNATECH FD A | AT COST | $250,000 | $498,182 |
| 350 SHS MSCI EAFE | AT COST | $24,759 | $25,536 |
| 350 SHS INVESCO SOLAR ETF | AT COST | $25,468 | $33,397 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $150 | Amt |
| Net Investment Income | $150 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN WITHHOLDING TAXES | CategoryTxt |
| Amt | $361 | Amt |
| Net Investment Income | $361 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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