SALEM FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- SALEM FOUNDATION (EIN 13-7196668)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-06-25
- IRS object ID
- 202111769349100201
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-06-25T07:36:31-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 263753134 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBIZ MHM LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE CITIZENS PLAZA 9TH FLOOR | AddressLine1Txt |
| City | PROVIDENCE | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02903 | 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 | 137196668 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SALEM FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SALE | BusinessNameControlTxt |
| Phone | 4014571700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 KENNEDY PLAZA 18TH FLOOR | AddressLine1Txt |
| City | PROVIDENCE | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02903 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PAUL SALEM | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 4014571700 | PhoneNum |
| Signature | 2021-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | PAUL | PersonFirstNm |
| Person Last | SALEM | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRENDA L BOOTH | PreparerPersonNm |
| PTIN | P01342395 | PTIN |
| Phone | 4016263200 | PhoneNum |
| Preparation | 2021-05-12 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 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 | $42,676,082 | 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 | $10,324,481 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $27,584 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $27,584 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $383,032 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $383,032 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,973,510 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $10,413,194 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,973,510 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $37,231 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $83 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $37,231 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $16,745,838 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6,384,209 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $37,231 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $30,029 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $23,029 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $70,813 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $100,842 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $23,029 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $6,733,798 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $6,733,798 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $6,834,640 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $23,029 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $6,733,798 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $9,911,198 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,361,180 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $37,231 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,867,716 | CashBOYAmt |
| Cash EOY | $4,097,963 | CashEOYAmt |
| Cash EOYFMV | $4,097,963 | CashEOYFMVAmt |
| Corporate Stock BOY | $6,701,081 | CorporateStockBOYAmt |
| Corporate Stock EOY | $11,048,678 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $38,305,199 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $232,439 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $244,465 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $272,920 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $10,801,236 | TotalAssetsBOYAmt |
| Total Assets EOY | $15,391,106 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $42,676,082 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $10,801,236 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $15,391,106 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,801,236 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $15,391,106 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,801,236 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $15,391,106 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,801,236 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $9,911,198 | ExcessRevenueOverExpensesAmt |
| Other Increases | $850,000 | OtherIncreasesAmt |
| Subtotal | $21,562,434 | SubtotalAmt |
| Other Decreases | $6,171,328 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $15,391,106 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITES - GOLDMAN SACHS - 152-6 | P | $8,061,696 | $2,491,860 | $5,569,836 | $5,569,836 |
| PUBLICLY TRADED SECURITES - GOLDMAN SACHS - 152-6 | P | $563,689 | $563,689 | $563,689 | |
| PUBLICLY TRADED SECURITES - GOLDMAN SACHS - 294-1 | P | $430,953 | $398,015 | $32,938 | $32,938 |
| PUBLICLY TRADED SECURITES - GOLDMAN SACHS - 294-1 | P | $249,345 | $234,549 | $14,796 | $14,796 |
| PUBLICLY TRADED SECURITES - GOLDMAN SACHS - 709-2 | P | $1,107,511 | $1,315,260 | -$207,749 | -$207,749 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,973,510 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $388,878 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $88,420 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $88,420 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $88,420 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $120,539 | 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 | $120,539 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $32,119 | OverpaymentAmt |
| Applied To ES Tax | $32,119 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | RI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | KRISTINE HARTY | IndividualWithBooksNm |
| Phone | 4014571700 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 KENNEDY PLAZA 18TH FLOOR | AddressLine1Txt |
| City | PROVIDENCE | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02903 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PAUL J SALEM | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 41 NAYATT ROAD | AddressLine1Txt |
| City | BARRINGTON | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02806 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 5.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $25,479,089 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $6,274,656 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $31,753,745 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $31,753,745 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $476,306 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $31,277,439 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,563,872 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,563,872 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $88,420 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $88,420 | TotalTaxAmt |
| Distributable Before Adj | $1,475,452 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,475,452 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,475,452 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $6,733,798 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $6,733,798 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $6,733,798 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,475,452 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2018 | PriorYear1Yr |
| Prior Year2 | 2017 | PriorYear2Yr |
| Prior Year3 | 2016 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,082,896 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $2,326,237 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $3,956,654 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,748,710 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $5,149,627 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $14,264,124 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $6,733,798 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,475,452 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $5,258,346 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $19,522,470 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $1,082,896 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $18,439,574 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,326,237 | ExcessFromYear4Amt |
| Excess From Year3 | $3,956,654 | ExcessFromYear3Amt |
| Excess From Year2 | $1,748,710 | ExcessFromYear2Amt |
| Excess From Year1 | $5,149,627 | ExcessFromYear1Amt |
| Excess From Current Year | $5,258,346 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | PAUL J SALEM | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | PAUL J SALEM | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O PROVIDENCE EQUITY PARTNERS INC | AddressLine1Txt |
| Address Line2 | 50 KENNEDY PLAZA | AddressLine2Txt |
| City | PROVIDENCE | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02903 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4014571700 | RecipientPhoneNum |
| Form And Info And Materials | NO STANDARD FORMAT REQUIRED | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (31 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ARTS ALIVE BARRINGTON | |||||||
| PO BOX 678 | BARRINGTON | RI | 02806 | PUBLIC CHARITY | PROVIDING OPPORTUNITIES FOR YOUTH TO EXPERIENCE HIGH QUALITY PERFORMING ARTS PROGRAMS THATPROMOTE POSITIVE DEVELOPMENT | $5,000 | |
| BEAUTIFUL DAY RHODE ISLAND | |||||||
| 73 GOVERNOR ST | PROVIDENCE | RI | 02906 | PUBLIC CHARITY | MOBILIZES REFUGEE EMPLOYMENT BY PROVIDING ONTHEJOB TRAINING IN A SOCIAL VENTURE, PILOTING ATRANSFERABLE MODEL FOR ON RAMPING REFUGEE EMPLOYMENT, AND EDUCATING OUR COMMUNITY TO BE | $25,000 | |
| BROWN UNIVERSITY | |||||||
| 69 BROWN ST | PROVIDENCE | RI | 02906 | PUBLIC CHARITY | COMMITMENT TO ACADEMIC EXCELLANCE, INTELLECTUAL FREEDOM AND MAKING AN IMPACT ON THE WORLD. | $5,000 | |
| EDESIA INC | |||||||
| 88 ROYAL LITTLE DRIVE | PROVIDENCE | RI | 02904 | PUBLIC CHARITY | TO TREAT AND PREVENT MALNUTRITION FOR THE MOST VULNERABLE CHILDREN IN THE DEVELOPING WORLD | $2,250,000 | |
| GOOD ALL OVER LLC AMERICAN PUBLIC TELEVISION | |||||||
| 112 CARTRIGHT ST | DANIEL ISLAND | SC | 29492 | PUBLIC CHARITY | BILLBOARD FOR "THE GOOD ROAD" - SHOW ON AMERICAN PUBLIC TELEVISION THAT SHOWS A RAW LOOK AT THE MESSY AND COMPLICATED BUSINESS OF GLOBAL PHILANTHROPY. | $25,000 | |
| HARVARD BUSINESS SCHOOL | |||||||
| TEELE HALL 429 | BOSTON | MA | 02163 | PUBLIC CHARITY | EDUCATIONAL TO SUPPORT STUDENT NEEDS. | $200,000 | |
| MELMARK NEW ENGLAND INC | |||||||
| 461 RIVER ROAD | ANDOVER | MA | 01810 | PUBLIC CHARITY | TO ASSIST IN TEACHING, INSTRUCTIONS AND PROVIDING SERVICES TO INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES INCLUDING CHILDREN WITH AUTISM SPECTRUM DISORDERS, ACQUIRED BRAIN INJURY AND OTHER NEUROLOGICALLY BASED DISORDERS. | $50,000 | |
| MGM RESORTS FOUNDATION | |||||||
| 840 GRIER DR | LAS VEGAS | NV | 89119 | PUBLIC CHARITY | BRINGS THE BEST OF OUR EMPLOYEE VOLUNTEER AND CHARITABLE EFFORTS TOGETHER WITH GREATER IMPACT ANDGREATER CHOICE. THE MGM RESORTS FOUNDATION FOCUSES EMPLOYEE CHARITABLE CONTRIBUTIONS TO NONPROFITAGENCIES AND COMMUNITY ORGANIZATIONS. | $100,000 | |
| MONTEREY PENINSULA FOUNDATION | |||||||
| 1 LOWER RAGSDALE DRIVE BUILDING 3 | MONEREY | CA | 93940 | PUBLIC CHARITY | TO ENHANCE THE QUALITY OF LIFE IN MONTEREY COUNTY AND SURROUNDING AREAS THROUGH THE STRATEGICDISBURSEMENT OF CHARITABLE FUNDS GENERATED BY HOSTING AT&T PEBBLE BEACH PROAM THE PURE INSURANCECHAMPIONSHIP. | $60,000 | STE 100 |
| MOSES BROWN SCHOOL | |||||||
| 250 LLOYD AVENUE | PROVIDENCE | RI | 02906 | PUBLIC CHARITY | PROVIDES COURSES OF INSTRUCTION FROM NURSERY SCHOOL THROUGH UPPER SCHOOL | $501,798 | |
| NANTUCKET COTTAGE HOSPITAL | |||||||
| 57 PROSPECT ST | NANTUCKET | MA | 02554 | PUBLIC CHARITY | PROVIDES HEALTH CARE SERVICES TO THE POPULATION OF NANTUCKET ISLAND INCLUDING ACUTE CARE, IMPATIENTHOSPITAL CARE, AND HOSPICE CARE. | $10,000 | |
| NARRAGANSETT COUNCIL - BOY SCOUTS OF AMERICA | |||||||
| PO BOX 14777 | EAST PROVIDENCE | RI | 02914 | PUBLIC CHARITY | THE MISSION OF THE BOY SCOUTS OF AMERICA IS TO PREPARE YOUNG PEOPLE TO MAKE ETHICAL CHOICES OVER THEIR LIFETIME BY INSTILLING IN THEM THE VALUES OF THE SCOUT OATH AND LAW | $1,000 | |
| PANMASS CHALLENGE | |||||||
| 77 4TH AVE | NEEDHAM | MA | 02494 | PUBLIC CHARITY | RAISES MONEY FOR LIFESAVING CANCER RESEARCH AND TREATMENT AT DANAFARBER CANCER INSTITUTE | $50,000 | |
| PONKA FOUNDATION | |||||||
| 1014 UPPER MAPLE STREET | DAYVILLE | CT | 06241 | PUBLIC CHARITY | EDUCATES AND FEEDS CHILDREN IN SIERRA LEONE | $34,000 | |
| RHODE ISLAND HOSPITAL FOUNDATION | |||||||
| 167 POINT ST | PROVIDENCE | RI | 02903 | PUBLIC CHARITY | TO BE OPERATED EXCLUSIVELY FOR CHARITABLE, SCIENTIFIC, AND EDUCATIONAL PURPOSES, AND MORESPECIFICALLY, FOR THE PURPOSES OF SUPPORTING AND OTHERWISE BENEFITING AND BEING RESPONSIVE TO THENEEDS OF LIFESPAN CORPORATION AND IT AFFILIATES | $200,000 | |
| RI CENTER FOR THE BOOK | |||||||
| 72 RUMSTICK RD | BARRINGTON | RI | 02806 | PUBLIC CHARITY | PROMOTING PERSONAL AND COMMUNITY ENRICHMENT BY CELEBRATING THE ART AND HERITAGE OF READING,WRITING, AND MAKING, AND SHARING BOOKS. | $500 | |
| SAVE THE BAY INC | |||||||
| 100 SAVE THE BAY DRIVE | PROVIDENCE | RI | 02905 | PUBLIC CHARITY | SAVE THE BAY PROTECTS, RESTORES, AND IMPROVES THE ECOLOGICAL HEALTH OF THE NARRANGANSETT BAY REGION,INCLUDING ITS WATERSHED AND ADJACENT COASTAL WATERS, THROUGH AN ECOSYSTEMBASED APPROACH TOENVIORNMENTAL ACTION | $50,000 | |
| SQUASHBUSTERS INC | |||||||
| 795 COLUMBUS AVANUE | ROXBURY CROSSING | MA | 02120 | PUBLIC CHARITY | TO CHALLENGE AND NURTURE URBAN YOUTH AS STUDENTS, ATHLETES AND CITIZENS SO THAT THEY RECOGNIZE ANDFULFILL THEIR FULLEST POTENTIAL IN LIFE | $50,000 | |
| ST BALDRICK'S FOUNDATION | |||||||
| 1333 SOUTH MAYFLOWER AVE STE 400 | MONROVIA | CA | 91016 | PUBLIC CHARITY | A VOLUNTEER AND DONOR POWERED CHARITY COMMITTED TO FUNDING THE MOST PROMISING RESEARCH TO FINDCURES FOR CHILDHOOD CANCERS AND GIVE SURVIVORS LONG AND HEALTHLY LIVES | $1,000 | |
| ST JOHN'S HIGH SCHOOL | |||||||
| 378 MAIN STREET | SHREWSBURY | MA | 01545 | PUBLIC CHARITY | EDUCATIONAL TO SUPPORT STUDENTS NEEDS THROUGH THE "VISION FOR TOMORROW CAMPAIGN". | $202,500 | |
| TAO CARES RELIEF FUND | |||||||
| 2 PENN PLZ FL 19 | NEW YORK | NY | 10121 | PUBLIC CHARITY | HELP EASE THE FINANCIAL BURDEN INDIVIDUALS FACE AS A RESULT OF COVID19 PANDEMIC. PROVIDES FUNDS FORANY NUMBER OF HARDSHIPS; UNANTICIPATED HEALTHCARE COSTS, FOOD, MEDICINE, AND ANY OTHER NECESSITIES. | $20,000 | |
| TEACH AMERICA | |||||||
| 25 BROADWAY 12TH FLOOR | NEW YORK | NY | 10004 | PUBLIC CHARITY | FINDS, DEVELOPS, AND SUPPORTS A DIVERSE NETWORK OF LEADERS WHO EXPAND OPPORTUNITY FOR CHILDRENFROM CLASSROOMS, SCHOOLS, AND EVERY SECTOR AND FIELD THAT SHAPES THE BROADER SYSTEMS IN WHICHSCHOOLS OPERATE. | $20,000 | |
| THE ASPEN INSTITUTE | |||||||
| 2300 N STREET STE 700 | WASHINGTON | DC | 20037 | PUBLIC CHARITY | TO FOSTER LEADERSHIP BASED ON ENDURING VALUES AND TO PROVIDE A NON-PARTISAN VENUE FOR DEALING WITH CRITICAL ISSUES. | $22,000 | |
| THE AUTISM PROJECT | |||||||
| 1516 ATWOOD AVENUE | JOHNSTON | RI | 02919 | PUBLIC CHARITY | PROVIDES QUALITY SUPPORT, TRAINING, AND PROGRAMMING TO CHILDREN AND ADULTS WITH AN AUTISMSPECTRUM DISORDER | $1,000 | |
| THE ISLAND SCHOOL-CAPE ELEUTHERA FOUNDATION | |||||||
| PO BOX 5910 | PRINCETON | NJ | 08543 | PUBLIC CHARITY | PROVIDE CHARITABLE FUNDING SUPPORT FOR PLACE-BASED EDUCATION, SCIENTIFIC RESEARCH, AND THE DEVELOPMENT OF SUSTAINABLE TECHNOLOGIES THAT PROMOTE A MORE LIVEABLE FUTURE ON THE ISLAND OF ELEUTHERA, THE BAHAMAS AND THE COASTAL COMMUNITIES THROUGHOUT THE WORLD. | $10,000 | |
| THE RHODE ISLAND FOUNDATION | |||||||
| ONE UNION STATION | PROVIDENCE | RI | 02903 | PUBLIC CHARITY | SUPPORTS CAUSES AND ORGANIZATIONS THROUGHOUT RHODE ISLAND THAT ARE DEEMED TO BE FOR THE GREATESTGOOD OF THE COMMUNITY. | $250,000 | |
| TIDES ADVOCACY - FLORIDA RIGHTS RESTORATION COALITION | |||||||
| 4081 LB MCLEOD RD STE C | ORLANDO | FL | 32811 | PUBLIC CHARITY | DEDICATED TO ENDING THE DISENFRANCHISEMENT AND DISCRIMINATION AGAINST PEOPLE WITH CONVICTIONS, ANDCREATING A MORE COMPREHENSIVE AND HUMANE REENTRY SYSTEM THAT WILL ENAHANCE SUCCESSFUL REENTRY,REDUCE RECIDIVISM, AND INCREASE PUBLIC SAFETY | $10,000 | |
| UNIVERSITY OF NOTRE DAME | |||||||
| 1100 GRACE HALL | NOTRE DAME | IN | 46556 | PUBLIC CHARITY | PROVIDE HIGHER EDUCATION TO STUDENTS AND SCHOLARS | $850,000 | |
| USA FOR UNHCR | |||||||
| 1310 L ST NW STE 450 | WASHINGTON | DC | 20005 | PUBLIC CHARITY | PROTECT REFUGEES AND EMPOWERS THEM WITH HOPE AND OPPORTUNITY. | $5,000 | |
| WOMEN'S REFUGEE CARE | |||||||
| 570 BROAD ST | PROVIDENCE | RI | 02907 | PUBLIC CHARITY | TO FACILIATE TRANSITION FOR ECGLC REFUGEES TO LIFE IN THE UNITED STATES BY HELPING THEM BECOME SELFSUFFICIENTAND PRODUCTIVE MEMBERS OF AMERICAN SOCIETY, WHILE MAINTAINING THEIR CULTURE AND ETHNICIDENTITIES. | $25,000 | |
| YEAR UP | |||||||
| 45 MILK STREET 9TH FLOOR | BOSTON | MA | 02109 | PUBLIC CHARITY | TO FURTHER YOUNG ADULTS TECHNICAL & PROFESSIONAL SKILLS | $1,700,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $6,733,798 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| MELMARK NEW ENGLAND INC | ||||||
| 461 RIVER ROAD | ANDOVER | MA | 01810 | PUBLIC CHARITY | TO ASSIST IN TEACHING, INSTRUCTIONS AND PROVIDING SERVICES TO INDIVIDUALS WITH DEVELOPMENTDISABILITIES INCLUDING CHILDREN WITH AUTISM SPECTRUM DISORDERS, ACQUIRED BRIAN INJURY AND OTHERNEUROLOGICALLY BASED DISORDERS | $25,000 |
| SAVE THE BAY | ||||||
| 100 SAVE THE BAY DRIVE | PROVIDENCE | RI | 02905 | PUBLIC CHARITY | SAVE THE BAY PROTECTS, RESTORES AND IMPROVES THE ECOLOGICAL HEALTH OF THE NARRANGANSETT BAY REGION, INCLUDING ITS WATERSHED AND ADJACENT COASTAL WATERS, THROUGH AN ECOSYSTEM-BASED APPROACH TO ENVIRONMENTAL ACTION. | $200,000 |
| THE ASPEN INSTITUTE | ||||||
| 2300 N STREET STE 700 | WASHINGTON | DC | 20037 | PUBLIC CHARITY | TO FOSTER LEADERSHIP BASED ON ENDURING VALUES AND TO PROVIDE A NON-PARTISAN VENUE FOR DEALING WITH CRITICAL ISSUES. | $65,000 |
| THE ISLAND SCHOOL-CAPE ELEUTHERA FOUNDATION | ||||||
| PO BOX 5910 | PRINCETON | NJ | 08543 | PUBLIC CHARITY | PROVIDE CHARITABLE FUNDING SUPPORT FOR PLACE-BASED EDUCATION, SCIENTIFIC RESEARCH, AND THEDEVELOPMENT OF SUSTAINABLE TECHNOLOGIES THAT PROMOTE A MORE LIVEABLE FUTURE ON THE ISLAND OFELEUTHERA, THE BAHAMAS AND IN THE COASTAL COMMUNITIES THROUGHOUT THE WORLD. | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $340,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $27,584 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $383,032 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $5,973,510 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| CLASS ACTION RECOVER DEPOSITS | 18 | $83 |
| FEDERAL INCOME TAX REFUND | 18 | $37,148 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $6,421,357 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $6,421,357 | 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 Person | PAUL SALEM | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 KENNEDY PLAZA 18TH FLOOR | AddressLine1Txt |
| City | PROVIDENCE | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02903 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $10,324,481 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 56,369 SHARES OF MYOVANT SCIENCES LTD STOCK WITH A COST BASIS OF $320,728 AND A FMV OF $1,293,950 | $1,293,950 | 2020-12-24 |
| 1 | 15,300 SHARES OF ASCENDIS PHARMA A/S-ADR STOCK WITH A COST BASIS OF $999,545 AND A FMV OF $2,631,141 | $2,631,141 | 2020-12-24 |
| 1 | 65,400 OF NEUROCRINE BIOSCIENCES INC STOCK WITH A COST BASIS OF $2,838,477 AND A FMV OF $6,399,390 | $6,399,390 | 2020-12-24 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | GOLDMAN SACHS 152-6 | BondNm |
| EOY Book Value | $244,465 | EOYBookValueAmt |
| EOYFMV | $272,920 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| GOLDMAN SACHS 152-6 | $8,310,326 | $34,601,834 |
| GOLDMAN SACHS 294-1 | $926,624 | $1,706,494 |
| GOLDMAN SACHS 709-2 | $1,811,728 | $1,996,871 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| MISC. ADJUSTMENT | $597 |
| ADJUSTMENT FOR FMV OF CONTRIBUTION | $6,165,731 |
| CHECKS WRITTEN IN PRIOR YEAR AND CLEARED IN CURRENT YEAR | $5,000 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| CLASS ACTION RECOVER DEPOSITS | $83 | $83 | $83 |
| FEDERAL INCOME TAX REFUND | $37,148 | $37,148 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHECKS WRITTEN IN CURRENT YEAR AND NOT CLEARED | Desc |
| Amt | $850,000 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $30,029 | Amt |
| Net Investment Income | $23,029 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAXES | $321 | $0 | $0 | $0 |
| TAXES | $70,000 | $0 | $0 | $0 |
| RECLAIMABLE FOREIGN TAXES | $492 | $0 | $0 | $0 |
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