1848 FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- 1848 FOUNDATION (EIN 06-6302129)
- Tax period
- 2023-04-01 to 2024-03-31
- Filed
- 2025-02-10
- IRS object ID
- 202510419349100231
- Schema version
- 2023v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-02-10T11:41:46-06:00 | ReturnTs |
| Tax Period End | 2024-03-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 873707167 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBIZ ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4 MANHATTANVILLE ROAD SUITE 402 | AddressLine1Txt |
| City | PURCHASE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10577 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 066302129 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 1848 FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | 1848 | BusinessNameControlTxt |
| Phone | 9145249000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 61 EAST 11TH STREET 10TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10003 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALAN RITTER | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 9145249000 | PhoneNum |
| Signature | 2025-01-31 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARC KOPPELMAN | PreparerPersonNm |
| PTIN | P00845059 | PTIN |
| Phone | 9145249000 | PhoneNum |
| Preparation | 2025-01-30 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $9,388,086 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $174,235 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $174,235 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $386,803 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,769,887 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $386,803 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $561,038 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $561,038 | 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 | $65,725 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $13,145 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $52,580 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $113,891 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $70,871 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $43,020 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $5 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $5 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $25,113 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $113 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $204,734 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $84,134 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $95,600 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $359,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $359,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $563,984 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $84,134 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $454,850 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,946 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $476,904 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $198,603 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $199,934 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $199,934 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $933,900 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $942,853 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $942,853 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $6,685,370 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,631,501 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,631,501 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $725,992 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $613,798 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $613,798 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $8,543,865 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,388,086 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,388,086 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $8,543,865 | RetainedEarningBOYAmt |
| Retained Earning EOY | $9,388,086 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,543,865 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,388,086 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,543,865 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,388,086 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,543,865 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,946 | ExcessRevenueOverExpensesAmt |
| Other Increases | $847,167 | OtherIncreasesAmt |
| Subtotal | $9,388,086 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $9,388,086 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| PUBLICLY TRADED STOCK | P | 2024-03-31 | $1,738,920 | $1,383,084 | $355,836 | $355,836 |
| CAPITAL GAINS DIVIDENDS | P | $30,967 | $30,967 | $30,967 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $386,803 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,629 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,629 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,629 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $34,908 | 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 | $34,908 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $28,279 | OverpaymentAmt |
| Applied To ES Tax | $28,279 | 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 | CT | 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 | MARC R KOPPELMAN CPA CBIZ ADVISO | IndividualWithBooksNm |
| Phone | 9145249000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4 MANHATTANVILLE ROAD SUITE 402 | AddressLine1Txt |
| City | PURCHASE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10577 | 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 |
|---|---|---|---|---|---|---|---|---|
| ALAN I RITTER | ||||||||
| 20 EAST 9TH STREET NO 23E | NEW YORK | NY | 10003 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| BECKY HUBBERT | ||||||||
| 61 EAST 11TH STREET 10TH FL | NEW YORK | NY | 10003 | TREASURER | 1.00 | $0 | $0 | $0 |
| EILEEN S SILVERSTEIN | ||||||||
| 20 EAST 9TH STREET NO 23E | NEW YORK | NY | 10003 | SECRETARY | 1.00 | $0 | $0 | $0 |
| JONATHAN RITTER | ||||||||
| 61 EAST 11TH STREET 10TH FL | NEW YORK | NY | 10003 | VICE-PRESIDENT | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CBIZ ADVISORS LLC | |||||
| 4 MANHATTANVILLE ROAD STE 402 | PURCHASE | NY | 10577 | ACCOUNTING | $65,725 |
| UBS FINANCIAL SERVICES INC | |||||
| ONE STATE STREET SUITE 1600 | HARTFORD | CT | 061033102 | INVESTMENT ADVISORY | $60,116 |
| CBIZ ADVISORS LLC | |||||
| 4 MANHATTANVILLE ROAD STE 402 | PURCHASE | NY | 10577 | BOOKKEEPING | $53,775 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $8,656,071 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $171,897 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,827,968 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,827,968 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $132,420 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,695,548 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $434,777 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $434,777 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,629 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,629 | TotalTaxAmt |
| Distributable Before Adj | $428,148 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $428,148 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $428,148 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $454,850 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $454,850 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $428,148 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $79,920 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $454,850 | QualifyingDistributionsAmt |
| Applied To Year1 | $79,920 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $374,930 | 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 | $53,218 | 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 | ALAN I RITTER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BREAD AND PUPPET THEATER | ||||||
| 753 HEIGHTS ROAD | GLOVER | VT | 05839 | PC | TO FURTHER DONEE'S CHARITABLE PURPOSE | $3,000 |
| CENTER FOR CHILDREN'S ADVOCACY | ||||||
| 65 ELIZABETH STREET | HARTFORD | CT | 06105 | PC | TO FURTHER DONEE'S CHARITABLE PURPOSE | $50,000 |
| CENTER FOR CONSTITUTIONAL RIGHTS | ||||||
| 666 BROADWAY 7TH FLOOR | NEW YORK | NY | 10012 | PC | TO FURTHER DONEE'S CHARITABLE PURPOSE | $50,000 |
| COALITION FOR THE HOMELESS | ||||||
| 129 FULTON STREET | NEW YORK | NY | 10038 | PC | TO FURTHER DONEE'S CHARITABLE PURPOSE | $5,000 |
| COMPASSION AND CHOICES | ||||||
| 244 5TH AVENUE | NEW YORK | NY | 10001 | PC | TO FURTHER DONEE'S CHARITABLE PURPOSE | $25,000 |
| COOPERATION JACKSON | ||||||
| 939 W CAPITOL ST | JACKSON | MS | 39203 | PC | TO FURTHER DONEE'S CHARITABLE PURPOSE | $3,000 |
| DISSENT | ||||||
| PO BOX 3000 | DENVILLE | NJ | 07834 | PC | TO FURTHER DONEE'S CHARITABLE PURPOSE | $15,000 |
| LA MAMA ETC | ||||||
| 74A EAST 4TH STREET | NEW YORK | NY | 10003 | PC | TO FURTHER DONEE'S CHARITABLE PURPOSE | $1,000 |
| MAKE THE ROAD NY | ||||||
| 301 GROVE STREET | BROOKLYN | NY | 11237 | PC | TO FURTHER DONEE'S CHARITABLE PURPOSE | $3,000 |
| NATIONAL NETWORK OF ABORTION FUNDS | ||||||
| 9450 SW GEMINI DR PMB 16009 | BEAVERTON | OR | 97008 | PC | TO FURTHER DONEE'S CHARITABLE PURPOSE | $25,000 |
| NEW YORK LIFE CIVIL LIBERTIES UNION | ||||||
| 125 BROAD STREET 19TH FLOOR | NEW YORK | NY | 10004 | PC | TO FURTHER DONEE'S CHARITABLE PURPOSE | $50,000 |
| NEW YORK UNIVERSITY - DEPT OF ART HISTORY | ||||||
| 100 WASHINGTON SQ EAST RM 303 | NEW YORK | NY | 10003 | PC | TO FURTHER DONEE'S CHARITABLE PURPOSE | $1,250 |
| PLANNED PARENTHOOD OF NEW YORK | ||||||
| 26 BLEEKER STREET | NEW YORK | NY | 10012 | PC | TO FURTHER DONEE'S CHARITABLE PURPOSE | $100,000 |
| SOUTHERN CENTER FOR HUMAN RIGHTS | ||||||
| 83 POPLAR ST NW | ATLANTA | GA | 30303 | PC | TO FURTHER DONEE'S CHARITABLE PURPOSE | $25,000 |
| VILLAGE PRESERVATION FOUNDATION | ||||||
| 130 MILTON ST | WILLIAMSVILLE | NY | 14221 | PC | TO FURTHER DONEE'S CHARITABLE PURPOSE | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $359,250 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $174,235 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $386,803 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $561,038 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $561,038 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING & TAX PREPARATION SERVICES - CBIZ ADVISORS, LLC | CategoryTxt |
| Amt | $65,725 | Amt |
| Net Investment Income | $13,145 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $52,580 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (28 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 10000 SHS J P MORNGAN CHASE & CO 03.702% | $9,373 | $9,373 |
| 10000 SHS MIDSMERICAN ENERGY CO 03.65% | $9,507 | $9,507 |
| 16000 SHS SUNTRUST BANKS ATLANTA 03.300% | $15,360 | $15,360 |
| 17000 SHS ECOLAB INC 04.800% | $17,095 | $17,095 |
| 17000 SHS METLIFE INC B/E 4.368% | $16,992 | $16,992 |
| 17000 SHS NATIONAL RURAL UTILS COOP 03.40% 020728 | $16,128 | $16,128 |
| 19000 SHS JP MORGAN CHASE & CO B/E 4.452% | $18,521 | $18,521 |
| 2000 SHS SUNTRUST BANKS INC 04.050% | $1,964 | $1,964 |
| 20000 SHS MASTERCARD | $18,607 | $18,607 |
| 23000 SHS COCA-COLA B/E 03.45% | $21,637 | $21,637 |
| 27000 SHS DUKE ENERGY FLORIDA LLC 2.538% | $19,696 | $19,696 |
| 29000 SHS BK OF AMER CORP B/E 4.271% | $27,957 | $27,957 |
| 30000 SHS JOHNSON & JOHNSON COM 2.45% | $28,747 | $28,747 |
| 30000 SHS NORTHERN TRUST CORP 01.950% | $25,537 | $25,537 |
| 30000 SHS ST STREET CORP B/E 04.164% | $27,878 | $27,878 |
| 30000 SHS U.S. BANCORP NTS 02.215% | $27,679 | $27,679 |
| 32000 SHS AMER EXPRESS CO NTS 02.550% | $29,900 | $29,900 |
| 32000 SHS BK OF NY MELLON CORP 05.802% | $32,858 | $32,858 |
| 32000 SHS WALT DISNEY CO 1.850 | $29,932 | $29,932 |
| 33000 SHS GOLDMAN SACHS GROUP INC 3.800% | $30,917 | $30,917 |
| 33000 SHS TEXAS INSTRUMENTS INC 01.900% | $27,497 | $27,497 |
| 36000 SHS FLORIDA POWER & LIGHT CO 3.125% | $34,965 | $34,965 |
| 36000 SHS PUBLIC SERVICE CO OF COLORADO 01.875% | $29,131 | $29,131 |
| 37000 SHS ALABAMA POWER CO 03.050% | $32,321 | $32,321 |
| 8000 SHS VISA B/E 2.050% | $6,906 | $6,906 |
| 9000 SHS ONCOR ELEC DELIVERY CO 03.700% | $8,533 | $8,533 |
| 19000 SHS ALLSTATE CORP NTS B/E 00.750% | $17,606 | $17,606 |
| 35000 SHS PNC FINL SERV GRP INC 2.550% | $30,554 | $30,554 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (96 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 104 SHS HONEYWELL INTL INC | $21,346 | $21,346 |
| 6296 SHS UBS GOVERNMENT MONEY MARKET INVESTMENTS FUND CL P | $6,296 | $6,296 |
| 111 SHS UNION PACIFIC CORP | $27,298 | $27,298 |
| 1073 SHS RAYTHEON CO NEW | $104,650 | $104,650 |
| 1290 SHS AMAZON | $232,690 | $232,690 |
| 1160 SHS GOOGLE INC CL A- ALPHABET INC CL A | $175,079 | $175,079 |
| 117 SHS LINDE PLC NEW | $54,325 | $54,325 |
| 116 SHS BERKSHIRE HATHAWAY INC | $48,780 | $48,780 |
| 1169 SHS NEXTA ENERGY INC | $74,711 | $74,711 |
| 135 SHS AUTOMATIC DATA PROCESSING INC | $33,715 | $33,715 |
| 14 SHS LOCKHEED MARTIN CORP | $6,368 | $6,368 |
| 117 SHS THERMO FISHER SCIENTIFIC INC | $68,002 | $68,002 |
| 140 SHS UNITED PARCEL SERVICE INC | $20,808 | $20,808 |
| 147000 SHS FNMA PL 4% DUE 5/1/24 | $8 | $8 |
| 1530 SHS OVINTIV INC | $79,407 | $79,407 |
| 155 SHS ADOBE SYSTEMS INC | $70,644 | $70,644 |
| 155 SHS MCDONALDS CORP | $43,702 | $43,702 |
| 177 SHS MCDONALDS CORP | $49,905 | $49,905 |
| 164 SHS CHUBB LTD | $42,497 | $42,497 |
| 168 SHS REPUBLIC SERVICES INC DE | $32,162 | $32,162 |
| 1574 SHS COCA COLA CO COM | $96,297 | $96,297 |
| 170 SHS CONSTELLATION BRANDS INC CL A | $46,199 | $46,199 |
| 184 SHS NEXTERA ENERGY INC COM DE | $11,759 | $11,759 |
| 1823 SHS CONOCOPHILLIPS | $232,031 | $232,031 |
| 19493 SHS KEELEY SMALL CAP DIVIDEND VALUE FUND | $329,425 | $329,425 |
| 181 SHS ACCENTURE PLC | $62,736 | $62,736 |
| 188 SHS UNITEDHEALTH GROUP | $93,004 | $93,004 |
| 20000 SHS KEYCORP STUDENT LN TR 2004-A SER 2004-A | $2,862 | $2,862 |
| 204 SHS MARSH & MCLENNAN COS INC | $42,020 | $42,020 |
| 276 SHS ABBIVE INC COM | $50,260 | $50,260 |
| 64 SHS MCKEESON CORP | $34,358 | $34,358 |
| 2091 SHS APPLE INC. | $251,733 | $251,733 |
| 239 SHS LABORATORY CORP AMER HLDGS NEW | $52,212 | $52,212 |
| 207 SHS PROCTER & GAMBLE CO | $33,586 | $33,586 |
| 232 SHS ANALOG DEVICES INC | $45,887 | $45,887 |
| 353 SHS ABBOTT LABS | $40,122 | $40,122 |
| 240 SHS PROLOGIS INC COM | $31,253 | $31,253 |
| 209 SHS LINDE PLC EUR | $97,043 | $97,043 |
| 238 SHS HOME DEPOT INC | $91,297 | $91,297 |
| 254 SHS JPMORGAN CHASE & CO DE | $50,876 | $50,876 |
| 260 SHS EXXON MOBIL CORP | $30,222 | $30,222 |
| 223 SHS JOHNSON & JOHNSON COM | $35,276 | $35,276 |
| 260 SHS STARBUCKS CORP | $26,503 | $26,503 |
| 204 SHS TRAVELERS COS INC | $46,949 | $46,949 |
| 124 SHS AMER ELECTRIC POWER CO | $10,676 | $10,676 |
| 304 SHS UNION PACIFIC CORP | $74,763 | $74,763 |
| 280 SHS PHILLIPS 66 | $29,728 | $29,728 |
| 2840 SHS AMERICAN FUNDS SMALL CAP WORLD FUND CL A | $194,535 | $194,535 |
| 331 SHS AMETEK INC | $60,540 | $60,540 |
| 302 SHS APPLE INC | $51,787 | $51,787 |
| 309 SHS PEPSICO INC | $54,078 | $54,078 |
| 351 SHS MICROSOFT CORP | $147,673 | $147,673 |
| 3608 SHS AMERICAN FUNDS NEW PERSPECTIVE FUND | $218,660 | $218,660 |
| 3667 SHS AMERICAN FUNDS NEW WORLD FUND | $289,159 | $289,159 |
| 351 SHS RAYTHEN TECHNOLOGIES CORP | $34,235 | $34,235 |
| 399 SHS PNC FINANCIAL SERVICES GROUP | $64,478 | $64,478 |
| 40 SHS BLACKROCK INC DE | $33,348 | $33,348 |
| 142 SHS EOG RESOURCES INC | $18,153 | $18,153 |
| 72 SHS LOCKHEED MARTIN CORP | $32,751 | $32,751 |
| 408 SHS SALESFORCE.COM INC | $122,881 | $122,881 |
| 390 SHS JOHNSON & JOHNSON COM | $61,694 | $61,694 |
| 350 SHS GOOGLE INC CL C- ALPHABET INC CL C | $53,291 | $53,291 |
| 425 SHS AMERICAN TOWER CORP REIT DEL | $83,976 | $83,976 |
| 50 SHS BROADCOM INC | $66,271 | $66,271 |
| 636 SHS APPLIED MATERIALS INC | $131,162 | $131,162 |
| 4932 SHS AMERICAN FUNDS EURO PACIPIC GROWTH FUND | $289,617 | $289,617 |
| 480 SHS MICROSOFT CORP | $201,946 | $201,946 |
| 1587 SHS WALMART INC | $95,490 | $95,490 |
| 475 SHS VISA INC CL A DE | $132,563 | $132,563 |
| 5821 SHS AMERICAN FUNDS CAPITAL WORLD GROWTH & INCOME FUND | $377,396 | $377,396 |
| 75 SHS BLACKROCK INC | $62,528 | $62,528 |
| 626 SHS EXXON MOBIL CORP | $84,390 | $84,390 |
| 97 SHS HOME DEPOT INC | $37,209 | $37,209 |
| 646 SHS COCA COLA CO | $39,522 | $39,522 |
| 66 SHS ACCENTURE PLC IRELAND CL A DE | $22,876 | $22,876 |
| 71 SHS UNITEDHEALTH GROUP INC | $35,124 | $35,124 |
| 712 SHS JPMORGAN CHASE & CO | $142,614 | $142,614 |
| 303 SHS EDWARDS LIFESCIENCES CORP | $28,955 | $28,955 |
| 75000 SHS FNMA PL 3% DUE 11/1/26 | $1,813 | $1,813 |
| 741 SHS ABBVIE INC COM | $134,936 | $134,936 |
| 710 SHS INTERCONTINENTALEXCHANGE INC | $97,575 | $97,575 |
| 884 SHS EMERSON ELECTRIC CO | $100,263 | $100,263 |
| 709 SHS MERCK & CO INC | $93,553 | $93,553 |
| 76 SHS SERVICENOW INC | $57,942 | $57,942 |
| 881 SHS RIO TINTO PLC SPON ADR | $56,155 | $56,155 |
| 941 SHS WELLS FARGO & CO NEW | $54,540 | $54,540 |
| 852 SHS MONDELEZ INTL INC DE | $59,640 | $59,640 |
| 135000 SHS FNMA PL 4% DUE 04/01/38 | $112,837 | $112,837 |
| 236 SHS MORGAN STANLEY | $22,222 | $22,222 |
| 260 SHS ORACLE CORP | $32,659 | $32,659 |
| 425 SHS TAIWAN SEMICONDUCTOR MFG CO | $57,821 | $57,821 |
| 46 SHS TRANE TECHNOLOGIES PLC | $13,809 | $13,809 |
| 931 SHS ASTRAZENECA PLC | $63,075 | $63,075 |
| 844 SHS TAIWAN SEMICONDUCTOR MFG CO | $114,826 | $114,826 |
| 465 SHS VANECK SEMICONDUCTOR | $104,620 | $104,620 |
| 309 SHS YUM! BRANDS INC | $42,843 | $42,843 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $942,853 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $942,853 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS (LOSS) ON INVESTMENTS | Desc |
| Amt | $847,167 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BOOKKEEPING, VARIOUS PLANNING & RELATED ADVISORY SERVICES - CBIZ ADVS., LLC | $53,775 | $10,755 | $43,020 |
| INVESTMENT MANAGEMENT FEES - UBS FINANCIAL SERVICES, INC. | $60,116 | $60,116 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $113 | $113 | $0 |
| FEDERAL | $25,000 | $0 | $0 |
Comments