EMSS FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- EMSS FOUNDATION INC (EIN 22-3748810)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-05-20
- IRS object ID
- 202111409349100101
- 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
- Applied To Prior Year Election
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-20T08:40:32-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 060317480 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAY PITNEY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Jefferson Road | AddressLine1Txt |
| City | Parsippany | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 070542891 | 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 | 223748810 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The EMSS Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EMSS | BusinessNameControlTxt |
| Phone | 9733773798 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13248 Provence Drive | AddressLine1Txt |
| City | Palm Beach Gardens | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33410 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARTIN SPERBER | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 9733773798 | PhoneNum |
| Signature | 2021-05-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MARTIN | PersonFirstNm |
| Person Last | SPERBER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Charles P Abraham | PreparerPersonNm |
| PTIN | P00602382 | PTIN |
| Phone | 9739666300 | 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 | $4,007,246 | 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 | $1,007,673 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $45,210 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $45,210 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $274,337 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $778,939 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $547,659 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,327,220 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $592,869 | 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 | $3,794 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,794 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Tot Opr Expenses Rev And Expnss | $3,794 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,794 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $141,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $141,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $145,044 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,794 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $141,250 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,182,176 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $589,075 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $62,938 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $555,738 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $555,738 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $848,582 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,165,071 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,195,873 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $220,460 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $232,006 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $255,635 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,131,980 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,952,815 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,007,246 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,131,980 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,952,815 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,131,980 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,952,815 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,131,980 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,952,815 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,131,980 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,182,176 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,314,156 | SubtotalAmt |
| Other Decreases | $361,341 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,952,815 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 2,000 Allegan PLC merger with Abbive | D | 2013-10-01 | 2020-05-08 | $386,469 | $112,022 | $274,447 | $274,447 |
| 288 ALTERYZ INC | D | 2018-09-21 | 2020-07-14 | $47,007 | $16,965 | $30,042 | $30,042 |
| 84 INTUITIVE SURGICAL | D | 2012-03-29 | 2020-07-14 | $48,024 | $15,247 | $32,777 | $32,777 |
| 113 LITTELFUSE INC | D | 2014-04-16 | 2020-07-14 | $18,962 | $11,074 | $7,888 | $7,888 |
| 105 NORTHROP GRUMMAN CO | D | 2014-05-27 | 2020-07-14 | $30,717 | $12,562 | $18,155 | $18,155 |
| 64 PAYPAL HOLDING INC. | D | 2013-09-16 | 2020-07-14 | $10,882 | $2,088 | $8,794 | $8,794 |
| 328 TRANSDIGM GROUP INC | D | 2013-09-16 | 2020-07-14 | $136,785 | $33,563 | $103,222 | $103,222 |
| 338 WORKDAY INC. | D | 2016-03-26 | 2020-07-14 | $61,877 | $24,316 | $37,561 | $37,561 |
| 245 JOHNSON & JOHNSON | D | 2000-12-07 | 2020-07-14 | $35,889 | $3,442 | $32,447 | $32,447 |
| .09 ISHARES S&P GROWTH ETF | P | 2002-11-13 | 2020-10-19 | $6 | $1 | $5 | $5 |
| Capital Gains Dividends | P | $2,321 | $2,321 | $2,321 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $547,659 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $8,188 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $8,188 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $8,188 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,201 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $6,987 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $8,188 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $0 | TaxDueAmt |
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 | N/A | WebsiteAddressTxt |
| Individual With Books | Martin Sperber | IndividualWithBooksNm |
| Phone | 9733773798 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13248 Provence Drive | AddressLine1Txt |
| City | Palm Beach Gardens | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33410 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Martin Sperber | ||||||||
| 13248 Provence Drive | Palm Beach Gardens | FL | 33410 | President/Director | 0.00 | $0 | $0 | $0 |
| Ellen C Sperber | ||||||||
| 13248 Provence Drive | Palm Beach Gardens | FL | 33410 | Vice President/Director | 0.00 | $0 | $0 | $0 |
| Steven J Sperber | ||||||||
| 92 Fairview Avenue | Woodcliff Lake | NJ | 07675 | Treasurer/Director | 0.00 | $0 | $0 | $0 |
| Susan B Parnes | ||||||||
| 1426 Treetop Lane | Ambler | PA | 19002 | Secretary/Director | 0.00 | $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 | $2,763,973 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $390,758 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,154,731 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,154,731 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $47,321 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,107,410 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $155,371 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $155,371 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,188 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,188 | TotalTaxAmt |
| Distributable Before Adj | $147,183 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $147,183 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $147,183 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $141,250 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $141,250 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $141,250 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $147,183 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $113,175 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $141,250 | QualifyingDistributionsAmt |
| Applied To Year1 | $113,175 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $28,075 | 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 | $119,108 | 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) |
|---|---|---|
| Contributing Manager | Martin Sperber | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (64 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| American Jewish Commitee | |||||||
| 225 Milburn Ave | Milburn | NJ | 07041 | None | Public charity | General purposes | $2,000 |
| American Jewish Joint Distribution Committee | |||||||
| PO Box 96594 | Washington | DC | 20090 | None | Public charity | General Purposes | $500 |
| Anti-Defamation League | |||||||
| 605 Third Avenue | New York | NY | 10158 | None | Public charity | General purposes | $1,000 |
| Bikemore Inc | |||||||
| 2209 Maryland Ave | Baltimore | MD | 21218 | None | Public Charity | General Purposes | $500 |
| Black Trans Advocacy Coalition | |||||||
| PO Box 118282 | Carroliton | TX | 75011 | None | Public charity | General Purposes | $5,000 |
| Bowdoin College Common Good Grant | |||||||
| 225 Maine Street | Brunswick | ME | 04011 | None | Public charity | General purposes | $500 |
| CDC Foundation | |||||||
| PO Box 117300 | Atlanta | GA | 404687300 | None | Public charity | General Purposes | $5,000 |
| Clean Air Task Force | |||||||
| 114 State Street 6th Fl | Boston | MA | 02109 | None | Public charity | General purposes | $500 |
| Congregation B'Nai Jeshurun | |||||||
| 1205 S Orange Ave | Short Hills | NJ | 07078 | None | Public charity | General purposes | $2,050 |
| Doctors Without Borders USA | |||||||
| PPB 5023 | Hagerstown | MD | 21741 | None | Public charity | General purposes | $1,000 |
| Empire State College Fdn | |||||||
| 28 Union Ave | Saratoga Springs | NY | 12866 | None | Public charity | General purposes | $2,000 |
| Everytown for Gun Safety | |||||||
| PO Box 97116 | Washington | DC | 200777232 | None | Public charity | General purposes | $5,000 |
| FAU Foundation-Florida Atlantic University | |||||||
| 5353 Parkside Drive | Jupiter | FL | 33458 | None | Public charity | General purposes | $1,000 |
| Foundation for Morristown Medical Center | |||||||
| 475 South Street | Morristown | NJ | 07960 | None | Public charity | General purposes | $1,000 |
| Franklin & Marshall College | |||||||
| PO Box 3003 | Lancaster | PA | 17604 | None | Public charity | Annual fund | $1,000 |
| Friends of Society of Neuroscience Fund | |||||||
| 11121 14th St NW Suite 1010 | Washington | DC | 20005 | None | Public charity | General purposes | $500 |
| Galapagos Conservancy | |||||||
| 11150 Faifax Blvd Suite 408 | Fairfax | VA | 22030 | None | Public charity | General purposes | $1,000 |
| Hackensack Univ Medical Center Fdn | |||||||
| 160 Essex St Ste 101 | Lodi | NJ | 07644 | None | Public charity | General purposes | $15,000 |
| Hadassah of Greater Philadelphia | |||||||
| PO Box 97153 | Washington | DC | 20090 | None | Public charity | General purposes | $1,000 |
| HIAS - Nonprofit Organization | |||||||
| PO Box 97077 | Washington | DC | 100907077 | None | Public charity | General purposes | $5,000 |
| IDSA Foundation | |||||||
| 1300 Wilson Blvd suite 300 | Arlington | VA | 22209 | None | Public charity | General purposes | $5,000 |
| It Takes Philly | |||||||
| 419 Johnson Street | Jenkintown | PA | 19406 | None | Public charity | General Purposes | $5,000 |
| Jewish Federation of Greater Philadelphia | |||||||
| 2100 Arch Street | Philadelphia | PA | 19103 | None | Public charity | General purposes | $1,000 |
| Jewish Federation of Metrowest | |||||||
| PO Box 929 | Whippany | NJ | 07981 | None | Public charity | General purposes | $1,500 |
| Jewish Federation of Northern New Jersey | |||||||
| 50 Eisenhower Dr | Paramus | NJ | 07652 | None | Public charity | General purposes | $2,500 |
| Jewish Federation of Palm Beach County | |||||||
| 1 Harvard cir | West Palm Beach | FL | 33409 | None | Public charity | General purposes | $2,000 |
| JEWISH RELIEF AGENCY | |||||||
| 225 E CITY AVE STE 210 | BALA CYNWYD | PA | 19004 | None | Public charity | General purposes | $5,000 |
| Jupiter Medical Center Foundation | |||||||
| 1210 S Old Dixie Highway | Jupiter | FL | 33458 | None | Public charity | General purposes | $2,000 |
| LIU College of Pharmacy | |||||||
| 75 Dekalb Ave | Brooklyn | NY | 11201 | None | Public charity | General purposes | $2,500 |
| Make Our Schools Safe | |||||||
| 5944 Coral Ridge Drive 119 | Coral Springs | FL | 33076 | None | Public charity | General purposes | $500 |
| Maltz Jupiter Theater | |||||||
| 1001 E Indiantown Rd | Jupiter | FL | 33477 | None | Public charity | General purposes | $2,500 |
| Metropolitan Opera Guild | |||||||
| 30 Lincoln Ctr Plaza | New York | NY | 10133 | None | Public charity | General purposes | $1,000 |
| Mission Kids Child Advocacy Center | |||||||
| PO Box 413 | Blue Bell | PA | 19422 | None | Public charity | General purposes | $1,000 |
| National Foundation for Infectious Diseases | |||||||
| 7201 Wisconsin Avenue suite 750 | Bethesda | MD | 20814 | None | Public charity | General purposes | $5,000 |
| National Geographic Society | |||||||
| PO Box 9817 | Washington | DC | 20077 | None | Public charity | General purposes | $2,500 |
| National Park Foundation | |||||||
| PO Box 17394 | Baltimore | MD | 212989450 | None | Public charity | General purposes | $1,000 |
| National Psoriasis Foundation | |||||||
| PO Box 3469 | Portland | OR | 97208 | None | Public charity | General purposes | $2,000 |
| New Jersey Audubon | |||||||
| 9 Hardscrabble Rd | Bernardsville | NJ | 07924 | None | Public charity | General purposes | $500 |
| New York Public Radio | |||||||
| 160 Varick St | New York | NY | 10013 | None | Public charity | General Purposes | $1,200 |
| New York University School of Medicine | |||||||
| One Park Ave | New York | NY | 10016 | None | Public charity | Alumni Fund | $1,000 |
| No Stomach for Cancer Inc | |||||||
| PO Box 46070 | Madison | WI | 53744 | None | Public charity | General purposes | $500 |
| Partners in Health | |||||||
| PO Box 996 | Frederick | MD | 217059942 | None | Public charity | General purposes | $1,000 |
| PCCY Public Citizens for Children & Youth | |||||||
| 990 Spring Garden Stree Ste 200 | Philadelphia | PA | 19123 | None | Public charity | General purposes | $5,000 |
| Philadelphia Ronald McDonald House | |||||||
| 3925 Chestnut St | Philadelphia | PA | 19104 | None | Public charity | General purposes | $5,000 |
| Planned Parenthood | |||||||
| PO Box 97166 | Washington | DC | 200907166 | None | Public charity | General purposes | $5,000 |
| Riverway Project Fund | |||||||
| 477 Longwood Ave | Boston | MA | 02215 | None | Public charity | General purposes | $500 |
| Southern Poverty Law Center | |||||||
| 400 Washington Ave PO Box 5632 | Montgomery | AL | 36104 | None | Public charity | General Purposes | $5,000 |
| St Jude Childrens Hospital | |||||||
| 501 St Jude Place | Memphis | TN | 38105 | None | Public charity | General Purposes | $1,000 |
| Temple Judea | |||||||
| 4311 Hood Road | Palm Beach Gardens | FL | 33410 | None | Public charity | General purposes | $2,500 |
| The Actors Fund | |||||||
| 729 7th Avenue | New York | NY | 10019 | None | Public charity | General purposes | $2,500 |
| The Loveland Foundation | |||||||
| 320 7th Ave 263 | Brooklyn | NY | 11215 | None | Public charity | General purposes | $5,000 |
| The Young Women's Leadership School | |||||||
| 325 Bushwick Avenue | Brooklyn | NY | 11206 | None | Public charity | General purposes | $1,000 |
| Tourett National Association | |||||||
| 42-40 Bell Blvd | Bayside | NY | 11361 | None | Public charity | General purposes | $500 |
| Tri-Boro Volunteer Ambulance Corps | |||||||
| PO Box 204 | Park Ridge | NJ | 07656 | None | Public charity | General purposes | $500 |
| Trustees of the University of Pennsylvania | |||||||
| 2929 Walnut St | Philadelphia | PA | 19104 | None | Public charity | General purposes | $1,000 |
| United States Holocaust Museum | |||||||
| PO Box 1566 | Merrifield | VA | 221169583 | None | Public charity | General Purpoase | $1,000 |
| USC Shoah Foundation | |||||||
| 1150 S Olive Street suite 2400 | Los Angeles | CA | 90015 | None | Public charity | General purposes | $1,000 |
| Vanderbilt Univ School of Medicine | |||||||
| 2301 Vanderbilt Place | Nashville | TN | 37203 | None | Public charity | General purposes | $1,000 |
| Vetri Community Partnership | |||||||
| 211 n 13th St Ste 303 | Philadelphia | PA | 19107 | None | Public charity | General purposes | $2,500 |
| Wellesley College | |||||||
| 106 Central St | Wellesley | MA | 02481 | None | Public charity | General purposes | $500 |
| Women of Vision Philadelphia's Jewish Women's Foundation | |||||||
| 2100 Arch Street | Philadelphia | PA | 19103 | None | Public charity | General purposes | $500 |
| Woodcliff Lake Volunteer Fire Dept | |||||||
| 180 Pascack Road | Woodcliff Lake | NJ | 07677 | None | Public charity | General purposes | $500 |
| World Central Kitchen | |||||||
| 655 New york Ave NW | Washington | DC | 20009 | None | Public charity | General purposes | $2,000 |
| World Wildlife Fund | |||||||
| 1250 24th Street NW | Washington | DC | 20037 | None | Public charity | General purposes | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $141,250 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $45,210 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $274,337 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $319,547 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $319,547 | 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 |
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 Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Martin Sperber | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13248 Provence Drive | AddressLine1Txt |
| City | Palm Beach Gardens | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33410 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,007,673 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | A LIST OF DONATED PROPERTY CAN BE PROVIDED UPON REQUEST. | NoncashPropertyDesc |
| Fair Market Value | $1,007,673 | FairMarketValueAmt |
| Received | 2020-06-29 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Day Pitney LLP | CategoryTxt |
| Amt | $3,794 | Amt |
| Net Investment Income | $3,794 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Applied To Prior Year Election AppliedToPriorYearElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | The foundation manager (President and director) is making an election under Regulation Section 53.4942(a)-3(d)(2) to apply all or part of the remaining qualifying distributions to any undistributed income remaining from years before 2017. | ElectionDesc |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (21 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 4,000 SHS SCHEIN HENRY INC DONATED | $49,530 | $267,440 |
| 1,573.4714 SHS ISHARES CORE S&P MID CAP ETF | $109,386 | $361,631 |
| 4283.0736 SHS ISHARES CORE S&P SMALL CAP ETF | $110,252 | $393,615 |
| 1,846.5931 SHS ISHARES MSCI EAFE ETF | $114,370 | $134,728 |
| 9,234.6071 SHS ISHARES S&P 500 GROWTH ETF | $148,739 | $589,353 |
| 3,577.7626 SHS ISHARES S&P 500 VALUE ETF | $217,509 | $458,025 |
| 1600 shs Covetrus Inc | $13,970 | $45,984 |
| 1732 shs Abbvie Inc merger Allergan 5/8/20 | $145,869 | $185,584 |
| 462 Alteryx Inc donated 6/2020 | $27,214 | $56,267 |
| 132 Intuitive Surgical donated 6/2020 | $27,005 | $107,989 |
| 516.2411 Johnson & Johnson donated 6/2020 | $41,453 | $82,335 |
| 152.4681 Littelfuse Inc donated 6/2020 | $15,715 | $38,827 |
| 675 Monster Beverage Corp donated 6/2020 | $9,599 | $62,424 |
| 35,000 Nearmap Ltd donated 6/2020 | $19,669 | $59,797 |
| 172.7525 Northrop Grumman Co donated 6/2020 | $24,043 | $52,641 |
| 531 Paypal Holdings Inc donated 6/2020 | $17,472 | $124,360 |
| 122 Transdigm Group Inc donated 6/2020 | $40,049 | $75,500 |
| 412 Workday Inc donated 6/2020 | $31,532 | $98,719 |
| .7050 LITTELFUSE INC PURSHCASE | $147 | $180 |
| 1.5565 NORTHROP GRUMMAN CO | $502 | $474 |
| 6.9204 Johnson & Johnson purchased | $1,046 | $0 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | 16,647.178 shs DODGE & COX INCOME FUND | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $232,006 | BookValueAmt |
| EOYFMV | $255,635 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DONATED PROPERTY ADJUSTMENT 6/29/2020 COST LESS FMV | Desc |
| Amt | $361,341 | Amt |
Comments