BETA

EARTH RISING FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
EARTH RISING FOUNDATION (EIN 84-2976347)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-10-14
IRS object ID
202112879349100851
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 ReturnHeader

FieldValueIRS element (for citing)
Return2021-10-14T08:34:04-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1FOUNDATION SOURCEBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1ONE HOLLOW LN STE 212AddressLine1Txt
CityLAKE SUCCESSCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11042ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN842976347EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Earth Rising FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% Foundation SourceInCareOfNm
Business Name ControlEARTBusinessNameControlTxt
Phone8008391754PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1Foundation Source 501 Silverside RdAddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
Personamy boscovPersonNm
Person TitlepresidentPersonTitleTxt
Phone8008391754PhoneNum
Signature2021-09-27SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstamyPersonFirstNm
Person LastboscovPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJeffrey D HaskellPreparerPersonNm
PTINP01345770PTIN
Phone8008391754PhoneNum

Additional Filer Information AdditionalFilerInformation

FieldValueIRS element (for citing)
Trusted CustomerTrustedCustomerGrp
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,545,457FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$93,087ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$1,252InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1,252InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$12,519DividendsRevAndExpnssAmt
Dividends Net Invst Incm$12,519DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$31,080NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$514,646GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$132,695CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$137,938TotalRevAndExpnssAmt
Total Net Invst Incm$146,466TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Other Prof Fees Rev And Expnss$12,265OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$4,765OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$7,500OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$1,660TaxesRevAndExpnssAmt
Taxes Net Invst Incm$210TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$11,143OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$35OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$11,108OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$25,068TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$5,010TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$18,608TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$111,855ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$111,855ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$136,923TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$5,010TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$130,463TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,015ExcessRevenueOverExpensesAmt
Net Investment Income$141,456NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$526,854SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$79,727SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$79,727SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$760,377CorporateStockBOYAmt
Corporate Stock EOY$813,285CorporateStockEOYAmt
Corporate Stock EOYFMV$1,070,255CorporateStockEOYFMVAmt
Corporate Bonds EOY$395,234CorporateBondsEOYAmt
Corporate Bonds EOYFMV$395,475CorporateBondsEOYFMVAmt
Total Assets BOY$1,287,231TotalAssetsBOYAmt
Total Assets EOY$1,288,246TotalAssetsEOYAmt
Total Assets EOYFMV$1,545,457TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$1,287,231RetainedEarningBOYAmt
Retained Earning EOY$1,288,246RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,287,231TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,288,246TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,287,231TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,288,246TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,287,231TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,015ExcessRevenueOverExpensesAmt
Subtotal$1,288,246SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,288,246TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPublicly-traded SecuritiesPropertyDesc
Gross Sales Price$514,646GrossSalesPriceAmt
Cost Or Other Basis$381,951CostOrOtherBasisAmt
Gain Or Loss$132,695GainOrLossAmt
Gains Minus Excess Or Losses$132,695GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$132,695CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,966InvestmentIncomeExciseTaxAmt
Subtotal$1,966SubtotalAmt
Tax Based On Investment Income$1,966TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$900EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$1,110ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$2,010TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Overpayment$44OverpaymentAmt
Applied To ES Tax$44AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateDEOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsYes (true)NewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8008391754PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1501 Silverside Road Suite 123AddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Amy Boscov
Foundation Source 501 Silverside RdWilmingtonDE198091377Dir, Pres1.0$0$0$0
Julia Boscov
Foundation Source 501 Silverside RdWilmingtonDE198091377Assistant Treas1.0$0$0$0
Daniel Boscov-Ellen
Foundation Source 501 Silverside RdWilmingtonDE198091377Dir, VP1.0$0$0$0
Lisa Boscov-Ellen
Foundation Source 501 Silverside RdWilmingtonDE198091377Dir, VP1.0$0$0$0
Polly Cancro
Foundation Source 501 Silverside RdWilmingtonDE198091377Dir, Sec1.0$0$0$0
Peter Lakin
Foundation Source 501 Silverside RdWilmingtonDE198091377Dir, Treas1.0$0$0$0
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,128,290AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$203,014AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,331,304TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,331,304AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$19,970CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,311,334NetVlNoncharitableAssetsAmt
Minimum Investment Return$65,567MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$65,567MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,966TaxBasedOnInvestmentIncomeAmt
Total Tax$1,966TotalTaxAmt
Distributable Before Adj$63,601DistributableBeforeAdjAmt
Distributable Before Ded$63,601DistributableBeforeDedAmt
Distributable As Adjusted$63,601DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$130,463ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$130,463QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$130,463AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$63,601DistributableAsAdjustedAmt
Undistributed Income PY$2,628UndistributedIncomePYAmt
Prior Year12018PriorYear1Yr
Prior Year22017PriorYear2Yr
Prior Year32016PriorYear3Yr
Qualifying Distributions$130,463QualifyingDistributionsAmt
Applied To Year1$2,628AppliedToYear1Amt
Applied To Current Year$63,601AppliedToCurrentYearAmt
Remaining Distri From Corpus$64,234RemainingDistriFromCorpusAmt
Total Corpus$64,234TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$64,234ExcessDistriCyovToNextYrAmt
Excess From Current Year$64,234ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerAmy BoscovContributingManagerNm
Contributing ManagerDaniel Boscov-EllenContributingManagerNm
Contributing ManagerJulia BoscovContributingManagerNm
Contributing ManagerLisa Boscov-EllenContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CENTRE FOR LIVELIHOODS AND SUPPORT TO SUSTAINABLE
28532 FRANKLIN RIVER DR APT 308SOUTHFIELDMI48034N/APCGeneral & Unrestricted$18,800
CHESAPEAKE CLIMATE ACTION NETWORK
6930 CARROLL AVE STE 720TAKOMA PARKMD20912N/APCGeneral & Unrestricted$15,000
POWER SHIFT NETWORK
1342 FLORIDA AVE NWWASHINGTONDC20009N/APCGeneral & Unrestricted$1,000
POWER SHIFT NETWORK
1342 FLORIDA AVE NWWASHINGTONDC20009N/APCOur Climate Voices Program$15,150
POWER SHIFT NETWORK
1342 FLORIDA AVE NWWASHINGTONDC20009N/APCOur Climate Voices (Listening Series)$13,280
SUSTAINABLE HARVEST INTERNATIONAL
177 HUNTINGTON AVE STE 1703 23701BOSTONMA02115N/APCGeneral & Unrestricted$20,000
THE OMPRAKASH FOUNDATION
2311 N 45TH STSEATTLEWA98103N/APCGeneral & Unrestricted$11,375
UNITE FOR HEALTH FOUNDATION
155 CLAREMONT AVE STE 8GNEW YORK CITYNY10027N/APCEnvironmental Management and Livelihoods Initiative NGO in Cameroon$17,250
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$111,855TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,252ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$12,519ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment Incm Part VIIOtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$31,080ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$44,851ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$44,851TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (5 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtNoncash ContributionNoncashContributionInd
Amy R Boscov Revocable Trust
110 Timothys Green CtPikesvilleMD21208$20,244Yes (X)
Boscov Julia
210 Timothys Green CtPikesvilleMD21208$5,060Yes (X)
Boscov-Ellen Daniel
310 Timothys Green CtPikesvilleMD21208$5,060Yes (X)
Boscov-Ellen Lisa
410 Timothys Green CtPikesvilleMD21208$5,060Yes (X)
Holzman Joan
510 Timothys Green CtPikesvilleMD21208$56,612Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (5 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
1PAYPAL HOLDINGS, INC PYPL, 84.57 sh.$20,2442020-12-28
2PAYPAL HOLDINGS, INC PYPL, 21.14 sh.$5,0612020-12-28
3PAYPAL HOLDINGS, INC PYPL, 21.14 sh.$5,0602020-12-28
4PAYPAL HOLDINGS, INC PYPL, 21.14 sh.$5,0602020-12-28
5HOME DEPOT INC HD, 200 sh.$56,6122020-10-08

Depreciation Schedule DepreciationSchedule

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (15 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ADOBE SYSTEMS INC - 3.250% - 0$27,883$27,526
ALPHABET INC NOTE - 1.998% - 0$26,985$26,708
APPLE INC - 2.850% - 02/23/202$26,480$26,239
BLUEHUB LN FD 1/1/27 2.89% - 2$25,005$25,435
BOSTON PPTYS LTD - 4.500% - 12$30,303$29,981
CAPITAL IMPACT PARTNERS INVT M$25,485$25,890
FEDERAL AGRIC MTG CORP MTN - 0$25,038$24,973
FEDERAL FARM CR BKS BOND 0.180$24,990$24,998
FEDERAL FARM CR BKS BOND 0.58%$24,968$25,057
FEDERAL FARM CR BKS BOND 2.94%$27,658$27,537
FEDERAL HOME LOAN BANKS BOND 0$25,015$25,041
LOCAL INITIATIVES SUPPORT CORP$25,005$24,837
STARBUCKS CORP - 2.450% - 06/1$25,650$27,016
VERIZON - 3.875% - 02/08/2029$29,874$29,340
VISA INC GREEN BONDS - 0.750%$24,895$24,897

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (52 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ADOBE SYSTEMS, INC$9,670$15,504
ALPHABET INC CL A$18,024$24,537
AMERICAN TOWER REIT INC$10,544$10,550
AMERICAN WATER WORKS COMPANY I$13,962$16,882
APTIV PLC$10,758$17,068
ASML HOLDING NV NY REG SHS$11,718$20,484
ASTRAZENECA$13,205$13,897
AUTODESK, INC$9,742$17,099
BECTON DICKINSON & CO$12,665$12,761
BLACKBAUD INC$13,695$12,030
BRIGHT HORIZONS FAMILY SOLUTIO$12,698$16,434
CREE, INC$6,982$17,156
EAST WEST BANCORP, INC$7,604$10,497
ECOLAB INC$10,114$11,900
ETSY INC$6,673$20,815
FIRST SOLAR INC$5,945$16,421
GREEN CENTURY MSCI INTL INDEX$84,000$98,803
HANNON ARMSTRONG SUST INFRAST$10,165$24,294
HEXCEL CP DELAWARE$9,618$6,934
ILLUMINA INC COM$8,337$11,840
ISHARES TR LEHMAN INTER GOVT C$99,731$104,346
ITRON INC$11,313$14,289
KBC GROUP SA UNSP ADR$12,974$13,782
MASTERCARD INC$15,997$20,346
MCCORMICK & CO$12,783$15,678
MERCK & CO INC$15,201$15,133
MSCI INC$9,440$16,075
NEW YORK TIMES CO CL A$11,316$16,722
NIKE INC-CL B$12,040$18,957
NOVOZYMES A/S UNSP/ADR$10,724$12,612
OMNICELL, INC$9,608$16,563
ORMAT TECHNOLOGIES$12,754$17,785
PALO ALTO NETWORKS INC$12,038$24,167
PAYPAL HOLDINGS, INC$46,970$60,421
PENUMBRA INC$10,238$10,675
PROLOGIS$13,045$15,348
RBC EMERGING MARKETS EQUITY I$42,000$51,584
ROCHE HOLDING LTD ADR$13,815$13,547
SALESFORCE.COM$11,929$15,800
SIEMENS AG$10,335$14,430
SMITH A O CORP DEL COM$6,567$8,716
STARBUCKS CORP COM$10,249$13,373
SVB FINANCIAL GROUP$11,262$21,718
TAIWAN SEMICONDUCTOR MFG CO LT$8,879$17,119
TPI COMPOSITES INC$6,314$16,467
TRANE TECHNOLOGIES PLC$14,366$21,193
TRAVELERS COMPANIES INC$14,721$16,564
UNILEVER PLC AMER$18,985$21,005
V F CORP$10,445$11,616
VERISK ANALYTICS, INC$7,128$9,964
WABTEC$10,526$10,541
XYLEM INC$13,473$17,813

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
Administrative Fees$11,020$11,020
Bank Charges$35$35
PROCESSING FEES$63$63
State or Local Filing Fees$25$25

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Investment Management Services$4,765$4,765
PHILANTHROPIC CONSULTING SRVCS$7,500$7,500

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonHolzman JoanPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line110 Timothys Green CtAddressLine1Txt
CityPikesvilleCityNm
State AbbreviationMDStateAbbreviationCd
ZIP21208ZIPCd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
990-PF Estimated Tax for 2020$900
990-PF Extension for 2019$550
Foreign Tax Paid$210$210

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