A TO Z IMPACT FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- A TO Z IMPACT FOUNDATION (EIN 47-1982106)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-12
- IRS object ID
- 202133169349101548
- 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
- All Oth Prog Rltd Investments Sch
- Depreciation Schedule
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-12T08:51:44-06:00 | 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 | 471982106 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | A to Z Impact Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | ATOZ | 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 | JEFFREY KAPLAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2021-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JEFFREY | PersonFirstNm |
| Person Last | KAPLAN | 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 | $11,509,471 | 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 | $2,763 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,763 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $18,186 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $18,186 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,132,354 | NetGainSaleAstRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $1,132,354 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $167,465 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $170,153 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $21,013 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $1,320,768 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,323,456 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $21,013 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $125,000 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $125,000 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $32,369 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $32,369 | PensionEmplBnftDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $300 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $300 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $8,000 | TaxesRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $2,621 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $2,621 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $113,890 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $80,310 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $33,579 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $282,180 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $80,610 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $193,569 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $370,162 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $370,162 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $652,342 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $80,610 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $563,731 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $668,426 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,242,846 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $21,013 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,118,379 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,419,785 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,419,785 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,629 | CorporateStockBOYAmt |
| Corporate Stock EOY | $417,717 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $412,251 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $7,898,548 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $7,279,480 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $8,549,435 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $551,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,128,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,128,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $9,569,556 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,244,982 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,509,471 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $9,569,556 | RetainedEarningBOYAmt |
| Retained Earning EOY | $10,244,982 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,569,556 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,244,982 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,569,556 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,244,982 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,569,556 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $668,426 | ExcessRevenueOverExpensesAmt |
| Other Increases | $7,000 | OtherIncreasesAmt |
| Subtotal | $10,244,982 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $10,244,982 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Passthrough K1 Capital Gain/(Loss) | PropertyDesc |
| Gain Or Loss | $1,132,354 | GainOrLossAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,132,354 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $17,276 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $17,276 | SubtotalAmt |
| Tax Based On Investment Income | $17,276 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $20,353 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $16,510 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $36,863 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $19,587 | OverpaymentAmt |
| Applied To ES Tax | $17,300 | AppliedToESTaxAmt |
| Refund | $2,287 | RefundAmt |
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 |
| Website Address | N/A | WebsiteAddressTxt |
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 | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| Andrea Kaplan | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, VP | 1.0 | $0 | $0 | $0 |
| Jeffrey Kaplan | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Pres, Dir, Sec, Treas | 10.0 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Mr Michael Kaplan | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 117 Main St | AddressLine1Txt |
| City | Seymour | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06483 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Executive Director | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.0 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $125,000 | CompensationAmt |
| Employee Benefits | $22,679 | EmployeeBenefitsAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | COMMUNITY INVESTMENT PRI 1Y - TO ADDRESS THE SOCIAL AND ECONOMIC NEEDS OF THE DISADVANTAGED IN COMMUNITY DEVELOPMENT | Description1Txt |
| Expenses1 | $250,000 | Expenses1Amt |
| Description2 | COMMUNITY INVESTMENT PRI 5YR - TO ADDRESS THE SOCIAL AND ECONOMIC HEALTH NEEDS OF THE DISADVANTAGED | Description2Txt |
| Expenses2 | $250,000 | Expenses2Amt |
| All Other Program Rltd Invst Tot | $77,000 | AllOtherProgramRltdInvstTotAmt |
| Total | $577,000 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $390,182 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,163,943 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $7,997,895 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,552,020 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $9,552,020 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $143,280 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,408,740 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $470,437 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $470,437 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $17,276 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $17,276 | TotalTaxAmt |
| Distributable Before Adj | $453,161 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $7,000 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $460,161 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $460,161 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $563,731 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $577,000 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $1,140,731 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,140,731 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $460,161 | DistributableAsAdjustedAmt |
| Prior Year1 | 2018 | PriorYear1Yr |
| Prior Year2 | 2017 | PriorYear2Yr |
| Prior Year3 | 2016 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $49,404 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $25,973 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,299,754 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $1,375,131 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,140,731 | QualifyingDistributionsAmt |
| Applied To Current Year | $460,161 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $680,570 | RemainingDistriFromCorpusAmt |
| Total Corpus | $2,055,701 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $49,404 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,006,297 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $25,973 | ExcessFromYear3Amt |
| Excess From Year2 | $1,299,754 | ExcessFromYear2Amt |
| Excess From Current Year | $680,570 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Jeffrey Kaplan | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (55 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| A Abreu | |||||||
| 413 West 16th Street | New York | NY | 10011 | NONE | I | Short-term Emergency Assistance Grant | $2,500 |
| A Rivera | |||||||
| 418 West 17 St Apt 14-C | New York | NY | 10011 | NONE | I | Short-term Emergency Assistance Grant | $1,500 |
| B Quillay | |||||||
| 7911 41st Avenue Apt C510 | Elmhurst | NY | 11373 | NONE | I | Short-term Emergency Assistance Grant | $3,000 |
| C Esteban | |||||||
| 439 East Oak Street 6 | Forest | MS | 39074 | NONE | I | Short-term Emergency Assistance Grant | $1,500 |
| C McKinley | |||||||
| 142 West 44 Street 43 | New York | NY | 10036 | NONE | I | Short-term Emergency Assistance Grant | $3,000 |
| COMPREHENSIVE DEVELOPMENT INC | |||||||
| 240 2ND AVE | NEW YORK | NY | 10003 | N/A | PC | Residential Construction scholarship Fund | $3,930 |
| CONVENERS-ORG | |||||||
| 102 BAKER ST APT B | SAN FRANCISCO | CA | 94117 | N/A | PC | OC 365 Fund | $2,500 |
| COVENANT HOUSE | |||||||
| 5 PENN PLZ | NEW YORK | NY | 10001 | N/A | PC | Charitable Event | $5,000 |
| CROHNS AND COLITIS FOUNDATION OF AMERICA | |||||||
| 3010 WESTCHESTER AVE | PURCHASE | NY | 10577 | N/A | PC | General & Unrestricted | $1,000 |
| D Alexis | |||||||
| 435 West 31st 9F | New York | NY | 10001 | NONE | I | Short-term Emergency Assistance Grant | $1,500 |
| D Banyai | |||||||
| 419 West 19th Street | New York | NY | 10011 | NONE | I | Short-term Emergency Assistance Grant | $1,500 |
| D Santos | |||||||
| 320 West 38th Street | New York | NY | 10018 | NONE | I | Short-term Emergency Assistance Grant | $1,500 |
| E Anton | |||||||
| 814 Wilson Street | Forest | MS | 39074 | NONE | I | Short-term Emergency Assistance Grant | $1,500 |
| E Augustt | |||||||
| 1750 Sedgwick Ave Apt 2P | Bronx | NY | 10453 | NONE | I | Short-term Emergency Assistance Grant | $5,000 |
| E Calixto | |||||||
| 3537 Crescent St 3R | Astoria | NY | 11106 | NONE | I | Short-term Emergency Assistance Grant | $2,000 |
| E Pena Vasquez | |||||||
| 760 East First Street | Forest | MS | 39074 | NONE | I | Short-term Emergency Assistance Grant | $1,500 |
| F Ramirez Aquilino | |||||||
| 155 Highway 35 | Forest | MS | 39074 | NONE | I | Short-term Emergency Assistance Grant | $1,500 |
| FOCUSING PHILANTHROPY INC | |||||||
| 1637 16TH ST | SANTA MONICA | CA | 90404 | N/A | PC | COVID-19 Health Access campaign - village reach project | $25,000 |
| G Amoh | |||||||
| 1750 Sedgwick ave apt 11n | Bronx | NY | 10453 | NONE | I | Short-term Emergency Assistance Grant | $1,500 |
| G Feliciano | |||||||
| 259 Hillsboro Street | Forest | MS | 39074 | NONE | I | Short-term Emergency Assistance Grant | $1,500 |
| HOPE ROOSEVELT ISLAND COVENANT CHURCH-NEW YORK NY | |||||||
| 575 MAIN ST APT 513 | NEW YORK | NY | 10044 | N/A | PC | Woodside/Sunnyside COVID Relief Fund | $10,000 |
| J Abanquah | |||||||
| 1660 Topping Ave Apt 5A | Bronx | NY | 10457 | NONE | I | Short-term Emergency Assistance Grant | $1,500 |
| J Hernandez | |||||||
| 450 West 27th Street Apt 6D | New York | NY | 10001 | NONE | I | Short-term Emergency Assistance Grant | $1,500 |
| J Otchere | |||||||
| 1660 Topping Ave Apt 5A | Bronx | NY | 10457 | NONE | I | Short-term Emergency Assistance Grant | $1,500 |
| K Lung | |||||||
| 87 Bayard St Apt 6 | New York | NY | 11013 | NONE | I | Short-term Emergency Assistance Grant | $1,500 |
| L Macario | |||||||
| 1230 E 7th Street North 9 | Forest | MS | 39074 | NONE | I | Short-term Emergency Assistance Grant | $1,500 |
| LONG ISLAND COUNCIL OF CHURCHES | |||||||
| 1644 DENTON GREEN | HEMPSTEAD | NY | 11550 | N/A | PC | to purchase refrigerator for the Freeport Food Pantry | $1,450 |
| LONG ISLAND COUNCIL OF CHURCHES | |||||||
| 1644 DENTON GREEN | HEMPSTEAD | NY | 11550 | N/A | PC | The Peoples February Food Drive | $600 |
| LTP FOUNDATION INC | |||||||
| 195 MEADOWVIEW AVE | HEWLETT | NY | 11557 | N/A | PC | General & Unrestricted | $50,000 |
| LWALA COMMUNITY ALLIANCE INC | |||||||
| PO BOX 60688 | NASHVILLE | TN | 37206 | N/A | PC | COVID-19 Response fund | $15,000 |
| M Arguera | |||||||
| 83 Roosevelt Ave | Inwood | NY | 11096 | NONE | I | Short-term Emergency Assistance Grant | $1,500 |
| M Hunt | |||||||
| 401 West 19 Street | New York | NY | 10011 | NONE | I | Short-term Emergency Assistance Grant | $1,500 |
| M Reynolds | |||||||
| 4758 Mansfield Street | San Diego | CA | 92116 | NONE | I | Short-term Emergency Assistance Grant | $2,500 |
| MAS UM CHANCE INC | |||||||
| 127 COVENTRY CIR APT A | BROCKTON | MA | 02301 | N/A | PC | COVID19-Response fund | $3,000 |
| MEHER SPIRITUAL CENTER INC | |||||||
| 10200 N KINGS HWY | MYRTLE BEACH | SC | 29572 | N/A | PC | General & Unrestricted | $1,000 |
| MOVEMBER FOUNDATION | |||||||
| PO BOX 1595 | CULVER CITY | CA | 90232 | N/A | PC | General & Unrestricted | $500 |
| N Knight | |||||||
| 435 West 31st Street Apt 22F | New York | NY | 10001 | NONE | I | Short-term Emergency Assistance Grant | $1,500 |
| N Perez | |||||||
| 2324 Billy Sessums Road | Morton | MS | 39117 | NONE | I | Short-term Emergency Assistance Grant | $1,500 |
| NEW YORK CITY HEALTH AND HOSPITALS CORPORATION | |||||||
| 50 WATER ST FL 3 | NEW YORK | NY | 10004 | N/A | PC | General & Unrestricted | $108,000 |
| PEOPLES PARTNERS FOR COMMUNITY DEVELOPMENT | |||||||
| PO BOX 955 | LAME DEER | MT | 59043 | N/A | PC | to purchase food and supplies to feed the elderly | $3,090 |
| QUEENS COMMUNITY HOUSE INC | |||||||
| 10825 62ND DR | FOREST HILLS | NY | 11375 | N/A | PC | COVID-related relief work | $7,500 |
| R Cruz | |||||||
| 415 West 25 Street | New York | NY | 10001 | NONE | I | Short-term Emergency Assistance Grant | $1,500 |
| R Feliz Serrano | |||||||
| 435 W 31st Street Apt 14F | New York | NY | 10001 | NONE | I | Short-term Emergency Assistance Grant | $1,500 |
| R Perez | |||||||
| 176 West Houston Street 1 | New York | NY | 10014 | NONE | I | Short-term Emergency Assistance Grant | $1,500 |
| R Petrone | |||||||
| 95 Grand Avenue Unit 6A | Rockville Centre | NY | 11570 | NONE | I | Short-term Emergency Assistance Grant | $1,500 |
| S Adu Forkuo | |||||||
| 4160 Hutchinson River Parkway East | Bronx | NY | 10475 | NONE | I | Short-term Emergency Assistance Grant | $1,500 |
| S Lasekan | |||||||
| 520 W 56 St 5N | New York | NY | 10019 | NONE | I | Short-term Emergency Assistance Grant | $5,000 |
| SOCIAL SECURITY WORKS EDUCATION FUND | |||||||
| 815 16TH ST NW 4TH FLOOR | WASHINGTON | DC | 20006 | N/A | PC | Masks for America program | $35,000 |
| T Lopez | |||||||
| 567 Byron Street | Forest | MS | 39074 | NONE | I | Short-term Emergency Assistance Grant | $1,500 |
| TASHIRAT FOUNDATION | |||||||
| 9450 SW GEMINI DR | BEAVERTON | OR | 97008 | N/A | PC | General & Unrestricted | $2,592 |
| THE PHILANTHROPY WORKSHOP INC | |||||||
| 110 E 25TH ST | NEW YORK | NY | 10010 | N/A | PC | General & Unrestricted | $3,500 |
| THE WATER TRUST INC | |||||||
| PO BOX 4668 75942 | NEW YORK | NY | 10163 | N/A | PC | General & Unrestricted | $25,000 |
| V Feria | |||||||
| 135 W 23rd St Apt 515 | New York | NY | 10011 | NONE | I | Short-term Emergency Assistance Grant | $1,500 |
| WILKES UNIVERSITY | |||||||
| 84 W S ST | WILKES BARRE | PA | 18766 | N/A | PC | NESBITT IMPACT SCHOLARSHIP FUND | $3,500 |
| ZANMI BENI FOUNDATION INC | |||||||
| 6201 RIVIERA DR | CORAL GABLES | FL | 33146 | N/A | PC | Charitable Event | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $370,162 | 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 | $2,763 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $18,186 | 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 | $1,132,354 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|---|---|---|---|
| K-1 Inc/Loss | 525990 | -$2,688 | 14 | $149,123 | |
| CLASS ACTION LAWSUIT PROCEEDS | 01 | $17 | |||
| INTEREST INCOME FROM PRIS | $21,013 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$2,688 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,302,443 | ExclusionAmt |
| Related Or Exempt Function Incm | $21,013 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,320,768 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 11 | INTEREST INCOME FROM PROGRAM RELATED INVESTMENT - COMMUNITY HOUSING CAPITAL INC - TO FUND LOANS TO ANY ORGANIZATIONS DEVELOPING AFFORDABLE HOUSING & PROTECTING THE ENVIRONMENT. |
| 11 | INTEREST INCOME FROM PROGRAM RELATED INVESTMENT - ONE ACRE FUND - SEE PART IX-B FOR A DESCRIPTION OF THIS PROGRAM-RELATED INVESTMENT. |
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 |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| GLOBAL PTN/ELEOS SOCIAL VENTURE PRI - TO EXPAND OPPORTUNITY FOR PEOPLE LIVING IN POVERTY | $17,000 |
| ONE ACRE FUND PRI - TO PROVIDE FARM FAMILES WITH TOOLS AND FINANCING TO GROW THEIR WAY OUT OF HUNGER AND POVERTY BY OFFERING BASIC AGRICULTURAL TRAINING IN SUB-SAHARAN AFRICA | $60,000 |
Depreciation Schedule DepreciationSchedule
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | 1 | IdentifierTxt |
| Form And Line Reference | Form 8865 | FormAndLineReferenceDesc |
| Medium Explanation | The Foundation has prepared this form to the best of its ability based on the limited information provided to it by the investment on which the Foundation is reporting and on the basis of having received no information to the contrary. Any missing or incomplete information is due to the Foundation's inability to obtain such information and is not a willful attempt to withhold such information. | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MAINSTAY SHORT DURATION HIGH Y | $416,088 | $409,095 |
| UNITEDHEALTH GROUP INC | $1,629 | $3,156 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CONTEXT PARTNERS OFFSHORE, L.P | $1,000,000 | $1,281,790 |
| DEERFIELD PARTNERS, L.P | $5,823,232 | $6,713,177 |
| DEERFIELD SPECIAL SITUATIONS F | $54,120 | $21,496 |
| ELEVAR EQUITY IV, L.P | $315,977 | $443,965 |
| ILLUMEN CAPITAL LP | $86,151 | $89,007 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (5 entries)
| DescDesc | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| COMMUNITY HOUSING CAPITAL, INC | $500,000 | $500,000 |
| COMMUNITY INVESTMENT NOTE, 1 Y | $250,000 | $250,000 |
| COMMUNITY INVESTMENT NOTE, 5 Y | $250,000 | $250,000 |
| GLOBAL PTN/ELEOS SOCIAL VENTUR | $68,000 | $68,000 |
| PRI - ONE ACRE FUND - 2% | $60,000 | $60,000 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (15 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $30,244 | $30,244 | |
| Bank Charges | $300 | $300 | |
| Cell Phone Expense | $1,371 | $1,371 | |
| Equipment/Furniture Purchase | $102 | $102 | |
| K-1 Exp DEERFIELD PARTNERS, L. | $48,217 | $48,217 | |
| K-1 Exp DEERFIELD SPECIAL SITU | $660 | $660 | |
| K-1 Exp ELEVAR EQUITY IV, L.P | $16,715 | $16,714 | |
| K-1 Exp ILLUMEN CAPITAL LP | $14,419 | $14,419 | |
| COMPUTER/ELECTRONIC DEVICES | $31 | $31 | |
| EQUIPMENT MAINTENANCE | $65 | $65 | |
| Office Supplies | $461 | $461 | |
| Payroll Processing Fees | $657 | $657 | |
| State or Local Filing Fees | $25 | $25 | |
| Training & Professional Develo | $80 | $80 | |
| Website Hosting/Support | $543 | $543 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| K-1 Inc/Loss DEERFIELD PARTNERS, L.P | $144,250 | $146,938 | |
| K-1 Inc/Loss DEERFIELD SPECIAL SITUATIONS FUND L.P | $1,492 | $1,492 | |
| K-1 Inc/Loss ELEVAR EQUITY IV, L.P | $601 | $601 | |
| K-1 Inc/Loss ILLUMEN CAPITAL LP | $92 | $92 | |
| Class Action Lawsuit Proceeds | $17 | $17 | |
| Interest Income from PRIS | $21,013 | $21,013 | $21,013 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RETURNED GRANT | Desc |
| Amt | $7,000 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $300 | Amt |
| Net Investment Income | $300 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 990-PF Estimated Tax for 2020 | CategoryTxt |
| Amt | $8,000 | Amt |
Comments