BETA

THE POSS FAMILY FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
THE POSS FAMILY FOUNDATION (EIN 04-3412829)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-11-12
IRS object ID
202133169349102488
Schema version
2020v4.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2021-11-12T13:23:19-06:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN134008324PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PRICEWATERHOUSECOOPERS LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1101 SEAPORT BLVDAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02210ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN043412829EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE POSS FAMILY FOUNDATIONBusinessNameLine1Txt
Business Name Line2C/O DR ELLEN M POSSBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlPOSSBusinessNameControlTxt
Phone6175660119PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1450 WARREN STREETAddressLine1Txt
CityBROOKLINECityNm
State AbbreviationMAStateAbbreviationCd
ZIP02445ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonELLEN M POSSPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone6175660119PhoneNum
Signature2021-11-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstELLENPersonFirstNm
Person LastPOSSPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCAROLINA CARDILLOPreparerPersonNm
PTINP01272682PTIN
Phone6175305000PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$7,377,343FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,643,556ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$85,637DividendsRevAndExpnssAmt
Dividends Net Invst Incm$85,637DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$2,089,833NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$3,596,973GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$2,089,833CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$3,819,026TotalRevAndExpnssAmt
Total Net Invst Incm$2,175,470TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$13,750AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$13,750AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$34,515OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$34,515OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$0OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$1,200TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,200TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$9OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$9OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$49,474TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$49,474TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$3,018,930ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$3,018,930ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$3,068,404TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$49,474TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$3,018,930TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$750,622ExcessRevenueOverExpensesAmt
Net Investment Income$2,125,996NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$1,285,422SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$989,704SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$989,704SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$3,873,484CorporateStockBOYAmt
Corporate Stock EOY$3,402,068CorporateStockEOYAmt
Corporate Stock EOYFMV$5,910,444CorporateStockEOYFMVAmt
Other Assets BOY$394,512OtherAssetsBOYAmt
Other Assets EOY$338,412OtherAssetsEOYAmt
Other Assets EOYFMV$477,195OtherAssetsEOYFMVAmt
Total Assets BOY$5,553,418TotalAssetsBOYAmt
Total Assets EOY$4,730,184TotalAssetsEOYAmt
Total Assets EOYFMV$7,377,343TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$5,553,418NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$4,730,184NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$5,553,418TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$4,730,184TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$5,553,418TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$4,730,184TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$5,553,418TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$750,622ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$6,304,040SubtotalAmt
Other Decreases$1,573,856OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$4,730,184TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
CIBC NATIONAL TRUST COMPANYP2020-12-31$167,089$189,777-$22,688-$22,688
CIBC NATIONAL TRUST COMPANYP2020-12-31$3,412,621$1,317,363$2,095,258$2,095,258
CAPITAL GAINS DIVIDENDSP$17,263$17,263$17,263
FieldValueIRS element (for citing)
Capital Gain Net Income$2,089,833CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss-$22,688NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$29,551InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$29,551SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$29,551TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$50,000EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$50,000TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$59EsPenaltyAmt
Overpayment$20,390OverpaymentAmt
Applied To ES Tax$20,390AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateMAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial ContributorsYes (1)NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp Rqr0ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksDR ELLEN M POSSIndividualWithBooksNm
Phone6175660119PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1450 WARREN STREETAddressLine1Txt
CityBROOKLINECityNm
State AbbreviationMAStateAbbreviationCd
ZIP02445ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonDR ELLEN M POSSPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1450 WARREN STREETAddressLine1Txt
CityBROOKLINECityNm
State AbbreviationMAStateAbbreviationCd
ZIP02445ZIPCd
FieldValueIRS element (for citing)
TitleTRUSTEETitleTxt
Average Hrs Per Wk Devoted To Pos0.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CIBC NATIONAL TRUST COMPANYBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1100 FEDERAL STREETAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02110ZIPCd
FieldValueIRS element (for citing)
Service TypeINVESTMENT ADVISORSServiceTypeTxt
Compensation$34,515CompensationAmt
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$5,754,117AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,002,397AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$473,274FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$7,229,788TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$7,229,788AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$108,447CashDeemedCharitableAmt
Net Vl Noncharitable Assets$7,121,341NetVlNoncharitableAssetsAmt
Minimum Investment Return$356,067MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$356,067MinimumInvestmentReturnAmt
Tax Based On Investment Income$29,551TaxBasedOnInvestmentIncomeAmt
Total Tax$29,551TotalTaxAmt
Distributable Before Adj$326,516DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$326,516DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$326,516DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$3,018,930ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$3,018,930QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$3,018,930AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$326,516DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$1,943,504ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$1,740,200ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$840,596ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$1,834,988ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$3,085,596ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$9,444,884TotalExcessDistributionCyovAmt
Qualifying Distributions$3,018,930QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$326,516AppliedToCurrentYearAmt
Remaining Distri From Corpus$2,692,414RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$12,137,298TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$1,943,504ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$10,193,794ExcessDistriCyovToNextYrAmt
Excess From Year4$1,740,200ExcessFromYear4Amt
Excess From Year3$840,596ExcessFromYear3Amt
Excess From Year2$1,834,988ExcessFromYear2Amt
Excess From Year1$3,085,596ExcessFromYear1Amt
Excess From Current Year$2,692,414ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerDR ELLEN M POSSContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CENTER FOR ARTS DESIGN & SOCIAL RESEARCH
75 LINCOLN ROADWAYLANDMA01778NONEPCTO PROMOTE ITS CHARITABLE PURPOSE$500,000
INDIGENOUS MEDIA FREEDOM ALLIANCE
PO BOX 1HALLIDAYND58636NONEPCTO PROMOTE ITS CHARITABLE PURPOSE$75,000
MOUNTAIN TIME ARTS
104 E MAIN STREETBOZEMANMT59715NONEPCTO PROMOTE ITS CHARITABLE PURPOSE$50,000
NEW YORK LIVE ARTS
219 WEST 19TH STREETNEW YORKNY10011NONEPCTO PROMOTE ITS CHARITABLE PURPOSE$450,000
THE ALGEBRA PROJECT INC
99 BISHOP RICHARD ALLEN DRIVECAMBRIDGEMA02139NONEPCTO PROMOTE ITS CHARITABLE PURPOSE$500,000
THE INSTITUTE OF CONTEMPORARY ART
25 HARBOR SHORE DRIVEBOSTONMA02210NONEPCTO PROMOTE ITS CHARITABLE PURPOSE$750,000
THE MARK MORRIS DANCE GROUP
3 LAFAYETTE AVENUEBROOKLYNNY112171415NONEPCTO PROMOTE ITS CHARITABLE PURPOSE$100,000
THE THEATRE OFFENSIVE
565 BOYLSTON STREET 3RD FLOORBOSTONMA02116NONEPCTO PROMOTE ITS CHARITABLE PURPOSE$250,000
THE YOUNG PEOPLE'S THEATRE PROJECT
PO BOX 25015PORTLANDOR97298NONEPCTO PROMOTE ITS CHARITABLE PURPOSE$200,000
FRACTURED ATLAS
248 WEST 35TH STREET 10TH FLOORNEW YORKNY10001NONEPCTO PROMOTE ITS CHARITABLE PURPOSE$15,000
IDRIS ACKAMOOR AND CULTURAL ODYSSEY
PO BOX 156620 SAN FRANCISCOSAN FRANCISCOCA94115NONEPCTO PROMOTE ITS CHARITABLE PURPOSE$50,000
YOUNG DANCE COLLECTIVE INC
317 15TH STBROOKLYNNY11215NONEPCTO PROMOTE ITS CHARITABLE PURPOSE$78,930
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$3,018,930TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$85,637ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$2,089,833ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$2,175,470ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$2,175,470TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

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

Contributor Information ContributorInformationGrp (5 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionIndNoncash ContributionNoncashContributionInd
ELLEN M POSS
1450 WARREN STREETBROOKLINEMA02445$13,750Yes (X)
ELLEN M POSS
2450 WARREN STREETBROOKLINEMA02445$1,005,903Yes (X)Yes (X)
ELLEN M POSS
3450 WARREN STREETBROOKLINEMA02445$99,469Yes (X)Yes (X)
ELLEN M POSS
4450 WARREN STREETBROOKLINEMA02445$338,810Yes (X)Yes (X)
ELLEN M POSS
5450 WARREN STREETBROOKLINEMA02445$174,480Yes (X)Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (4 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
2409 SHARES OF AMAZON.COM INC$1,005,9032020-06-02
3301 SHARES OF APPLE INC$99,4692020-06-08
41000 SHARES OF APPLE INC$338,8102020-06-09
5500 SHARES OF APPLE INC$174,4802020-06-16

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryPRICEWATERHOUSECOOPERS, LLPCategoryTxt
Amt$13,750Amt
Net Investment Income$13,750NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
CIBC NATIONAL TRUST COMPANY 41-0395-01-6$581,722$765,586
CIBC NATIONAL TRUST COMPANY 41-0395-07-3$1,207,923$2,533,427
CIBC NATIONAL TRUST COMPANY 41-0395-08-1$765,013$1,711,936
CIBC NATIONAL TRUST COMPANY 41-0395-02-4$847,410$899,495

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUS ASSETSDesc
BOY Book Value$394,512BOYBookValueAmt
EOY Book Value$338,412EOYBookValueAmt
EOYFMV$477,195EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescADJUSTMENT RELATED TO DONATED STOCKDesc
Amt$1,573,856Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescCIBC NATIONAL TRUST COMPANYDesc
Revenue And Expenses Per Books$9RevenueAndExpensesPerBooksAmt
Net Investment Income$9NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryCIBC NATIONAL TRUST COMPANYCategoryTxt
Amt$34,515Amt
Net Investment Income$34,515NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonELLEN M POSSPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1450 WARREN STREETAddressLine1Txt
CityBROOKLINECityNm
State AbbreviationMAStateAbbreviationCd
ZIP02445ZIPCd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXES PAIDCategoryTxt
Amt$1,200Amt
Net Investment Income$1,200NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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