TURKANIS FAMILY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- TURKANIS FAMILY FOUNDATION (EIN 20-8678978)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-07-29
- IRS object ID
- 202122109349100612
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-07-29T13:44:13-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FOUNDATION SOURCE | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE HOLLOW LN STE 212 | AddressLine1Txt |
| City | LAKE SUCCESS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | 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 | 208678978 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Turkanis Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | TURK | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BARRY TURKANIS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2021-07-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | BARRY | PersonFirstNm |
| Person Last | TURKANIS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| 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 | $557,899 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $421 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $421 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $9,869 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $9,869 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $110,393 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $287,301 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $110,393 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $120,683 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $120,683 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Taxes Rev And Expnss | $307 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $5,435 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $5,435 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,742 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,435 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $38,661 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $38,661 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $44,403 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $44,096 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $76,280 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $120,683 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $135,250 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $86,022 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $86,022 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $234,885 | CorporateStockBOYAmt |
| Corporate Stock EOY | $360,393 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $471,877 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $370,135 | TotalAssetsBOYAmt |
| Total Assets EOY | $446,415 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $557,899 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $370,135 | RetainedEarningBOYAmt |
| Retained Earning EOY | $446,415 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $370,135 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $446,415 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $370,135 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $446,415 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $370,135 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $76,280 | ExcessRevenueOverExpensesAmt |
| Subtotal | $446,415 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $446,415 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $287,301 | GrossSalesPriceAmt |
| Cost Or Other Basis | $176,908 | CostOrOtherBasisAmt |
| Gain Or Loss | $110,393 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $110,393 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $110,393 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,677 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,677 | SubtotalAmt |
| Tax Based On Investment Income | $1,677 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $200 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $1,480 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $1,680 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $3 | OverpaymentAmt |
| Applied To ES Tax | $3 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 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 |
|---|---|---|---|---|---|---|---|---|
| Amanda Jaffe | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP | 1.0 | $0 | $0 | $0 |
| Barry S Turkanis | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Pres, Dir, Sec | 1.0 | $0 | $0 | $0 |
| David Turkanis | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP | 1.0 | $0 | $0 | $0 |
| Ellen Turkanis | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP, Dir | 1.0 | $0 | $0 | $0 |
| Jeffrey Turkanis | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP | 1.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $403,635 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $93,830 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $497,465 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $497,465 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $7,462 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $490,003 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $24,500 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $24,500 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,677 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,677 | TotalTaxAmt |
| Distributable Before Adj | $22,823 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $22,823 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $22,823 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $44,096 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $44,096 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $44,096 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $22,823 | DistributableAsAdjustedAmt |
| Prior Year1 | 2018 | PriorYear1Yr |
| Prior Year2 | 2017 | PriorYear2Yr |
| Prior Year3 | 2016 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $8,089 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $10,379 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $818 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $15,407 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $19,640 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $54,333 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $44,096 | QualifyingDistributionsAmt |
| Applied To Current Year | $22,823 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $21,273 | RemainingDistriFromCorpusAmt |
| Total Corpus | $75,606 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $8,089 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $67,517 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $10,379 | ExcessFromYear4Amt |
| Excess From Year3 | $818 | ExcessFromYear3Amt |
| Excess From Year2 | $15,407 | ExcessFromYear2Amt |
| Excess From Year1 | $19,640 | ExcessFromYear1Amt |
| Excess From Current Year | $21,273 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Barry S Turkanis | ContributingManagerNm |
| Contributing Manager | Ellen Turkanis | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (32 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN CLEFT PALATE-CRANIOFACIAL ASSOCIATION | |||||||
| 1504 E FRANKLIN ST STE 102 | CHAPEL HILL | NC | 27514 | N/A | PC | General & Unrestricted | $200 |
| BOCA RATON REGIONAL HOSPITAL INC | |||||||
| 800 MEADOWS RD | BOCA RATON | FL | 33486 | N/A | PC | Healthcare Heroes hole signage | $5,000 |
| BOSTON COLLEGE TRUSTEES | |||||||
| 140 COMMONWEALTH AVE | CHESTNUT HILL | MA | 02467 | N/A | PC | General & Unrestricted | $200 |
| BOSTON FOUNDATION INC | |||||||
| 75 ARLINGTON ST | BOSTON | MA | 02116 | N/A | PC | Massachusetts Covid-19 Relief fund | $250 |
| CHILDRENS HOSPITAL CORPORATION | |||||||
| 401 PARK DR STE 602 | BOSTON | MA | 02215 | N/A | PC | General & Unrestricted | $1,000 |
| COMBINED JEWISH PHILANTHROPIES OF GREATER BOSTON I | |||||||
| 126 HIGH ST | BOSTON | MA | 02110 | N/A | PC | General & Unrestricted | $1,000 |
| CONGREGATION SHIRAT HAYAM OF THE NORTH SHORE | |||||||
| 55 ATLANTIC AVE | SWAMPSCOTT | MA | 01907 | N/A | PC | General & Unrestricted | $10,000 |
| DIABETES RESEARCH INSTITUTE FOUNDATION INC | |||||||
| 200 S PARK RD STE 100 | HOLLYWOOD | FL | 33021 | N/A | PC | General & Unrestricted | $150 |
| FLORIDA SHERIFFS ASSOCIATION | |||||||
| 2617 MAHAN DR | TALLAHASSEE | FL | 32308 | N/A | PC | General & Unrestricted | $100 |
| GILDAS CLUB WESTCHESTER INC | |||||||
| 80 MAPLE AVE | WHITE PLAINS | NY | 10601 | N/A | PC | Charitable Event | $150 |
| HUNDRED CLUB OF MASSACHUSETTS INC | |||||||
| 17 GLOUCESTER ST | BOSTON | MA | 02115 | N/A | PC | General & Unrestricted | $250 |
| JOY IN CHILDHOOD FOUNDATION INC | |||||||
| 130 ROYALL ST MSC 2WA | CANTON | MA | 02021 | N/A | PC | General & Unrestricted | $500 |
| JUVENILE DIABETES RESEARCH FOUNDATION | |||||||
| 30 GLENN ST STE 409 | WHITE PLAINS | NY | 10603 | N/A | PC | General & Unrestricted | $500 |
| MEMORIAL SLOAN KETTERING CANCER CENTER | |||||||
| 1275 YORK AVE | NEW YORK | NY | 10065 | N/A | PC | Charitable Event | $200 |
| MEMORIAL SLOAN-KETTERING CANCER CENTER | |||||||
| PO BOX 5028 | HAGERSTOWN | MD | 21741 | N/A | PC | General & Unrestricted | $300 |
| MUSEUM OF JEWISH HERITAGE A LIVING MEMORIAL TO THE | |||||||
| 36 BATTERY PL | NEW YORK | NY | 10280 | N/A | PC | General & Unrestricted | $1,000 |
| MY BROTHERS TABLE INC | |||||||
| 98 WILLOW ST | LYNN | MA | 01901 | N/A | PC | General & Unrestricted | $100 |
| NATIONAL BRAIN TUMOR SOCIETY INC | |||||||
| 55 CHAPEL ST STE 200 | NEWTON | MA | 02458 | N/A | PC | General & Unrestricted | $36 |
| NORTH SHORE SYNAGOGUE | |||||||
| 83 MUTTONTOWN RD | SYOSSET | NY | 11791 | N/A | PC | Charitable Event | $1,000 |
| NORTH SHORE UNIVERSITY HOSPITAL | |||||||
| 972 BRUSH HOLLOW RD STE 5TH FL | WESTBURY | NY | 11590 | N/A | PC | Cardiovascular and Thoracic Division | $200 |
| SPUR INC | |||||||
| PO BOX 1274 | MARBLEHEAD | MA | 01945 | N/A | PC | General & Unrestricted | $1,000 |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | |||||||
| 3750 NW 87TH AVE STE 100 | DORAL | FL | 33178 | N/A | PC | General & Unrestricted | $100 |
| SYOSSET FIRE DEPARTMENT INC | |||||||
| 50 COLD SPRING RD | SYOSSET | NY | 11791 | N/A | PC | General & Unrestricted | $75 |
| THE ARTHUR J EPSTEIN HILLEL SCHOOL INC | |||||||
| 6 COMMUNITY RD | MARBLEHEAD | MA | 01945 | N/A | PC | General & Unrestricted | $3,600 |
| THE ARTHUR J EPSTEIN HILLEL SCHOOL INC | |||||||
| 6 COMMUNITY RD | MARBLEHEAD | MA | 01945 | N/A | PC | to purchase a Tribute Book | $375 |
| THE GREATER BOSTON FOOD BANK INC | |||||||
| 70 S BAY AVE | BOSTON | MA | 02118 | N/A | PC | General & Unrestricted | $250 |
| THE JEWISH COMMUNITY CENTER OF THE NORTH SHORE INC | |||||||
| 4 COMMUNITY RD | MARBLEHEAD | MA | 01945 | N/A | PC | General & Unrestricted | $8,500 |
| THE JEWISH COMMUNITY CENTER OF THE NORTH SHORE INC | |||||||
| 4 COMMUNITY RD | MARBLEHEAD | MA | 01945 | N/A | PC | Early Childhood Education program due to COVID-19 | $1,000 |
| THE VISCARDI CENTER INC | |||||||
| 201 I U WILLETS RD | ALBERTSON | NY | 11507 | N/A | PC | Charitable Event | $125 |
| TOWER SCHOOL IN MARBLEHEAD INC | |||||||
| 75 W SHORE DR | MARBLEHEAD | MA | 01945 | N/A | PC | Annual Fund | $500 |
| TRUSTEES OF COLUMBIA UNIVERSITY | |||||||
| 33 W 60TH ST 7TH FL | NEW YORK | NY | 10023 | N/A | PC | General & Unrestricted | $500 |
| WASHINGTON UNIVERSITY | |||||||
| ONE BROOKINGS DR MSC 1082 | SAINT LOUIS | MO | 63130 | N/A | PC | General & Unrestricted | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $38,661 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $421 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9,869 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $110,393 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $120,683 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $120,683 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALPHABET INC CL C | $56,979 | $87,594 |
| GOLDMAN SACHS GROUP INC PFD - | $156,260 | $196,640 |
| MICROSOFT CORP | $18,759 | $27,803 |
| SORRENTO THERAPEUTICS | $40,171 | $71,715 |
| VERIZON COMMUNICATIONS | $88,224 | $88,125 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $5,385 | $5,385 |
| Postage/Delivery Service | $25 | $25 |
| State or Local Filing Fees | $25 | $25 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2020 | $200 |
| 990-PF Excise Tax for 2019 | $107 |
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