MORSE FAMILY FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- MORSE FAMILY FOUNDATION INC (EIN 65-1103420)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-08-27
- IRS object ID
- 202142399349100109
- 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
- Explan Of Legis Political Actvts
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-08-27T10:50:28-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 941341042 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRANK RIMERMAN & CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 EMBARCADERO CENTER STE 2410 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94111 | 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 | 651103420 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MORSE FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Business Name Line2 | C/O NOAH TULEJA | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MORS | BusinessNameControlTxt |
| Phone | 5107984445 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 976 E PLEASANT STREET | AddressLine1Txt |
| City | AMHERST | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01002 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LINDA MORSE | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 5107984445 | PhoneNum |
| Signature | 2021-08-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | LINDA | PersonFirstNm |
| Person Last | MORSE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSHUA L COHEN | PreparerPersonNm |
| PTIN | P00641133 | PTIN |
| Phone | 4154391144 | PhoneNum |
| Preparation | 2021-08-25 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| 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 | $487,373 | 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 |
| Interest On Sav Rev And Expnss | $612 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $612 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $4,971 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,005 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $11,764 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $234,482 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $11,764 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $73 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $73 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $17,420 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $17,454 | 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 |
| Other Prof Fees Rev And Expnss | $4,087 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $4,087 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $962 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $194 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $35 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,084 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,281 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $32,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $32,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $37,084 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,281 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $32,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$19,664 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $13,173 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $13,481 | CashBOYAmt |
| Cash EOY | $99,186 | CashEOYAmt |
| Cash EOYFMV | $99,186 | CashEOYFMVAmt |
| Corporate Stock BOY | $351,790 | CorporateStockBOYAmt |
| Corporate Stock EOY | $248,955 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $335,281 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $49,802 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $49,802 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $52,906 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $34 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $415,107 | TotalAssetsBOYAmt |
| Total Assets EOY | $397,943 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $487,373 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $7,500 | GrantsPayableBOYAmt |
| Grants Payable EOY | $10,000 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $7,500 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $10,000 | 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 | $407,607 | RetainedEarningBOYAmt |
| Retained Earning EOY | $387,943 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $407,607 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $387,943 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $415,107 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $397,943 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $407,607 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$19,664 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $387,943 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $387,943 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| BALDWIN - PUBLICLY TRADED SECURITIES | P | $118,447 | $113,468 | $4,979 | $4,979 |
| US BANK - PUBLICLY TRADED SECURITIES | P | $115,766 | $109,250 | $6,516 | $6,516 |
| BALDWIN - CAPITAL GAIN DISTRIBUTION | P | $269 | $269 | $269 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $11,764 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $183 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $183 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $183 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $800 | 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 | $800 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $617 | OverpaymentAmt |
| Applied To ES Tax | $617 | 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 | CA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | FL | 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 | CO NOAH TULEJA | IndividualWithBooksNm |
| Phone | 5107984445 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 976 E PLEASANT STREET | AddressLine1Txt |
| City | AMHERST | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01002 | 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 |
|---|---|---|---|---|---|---|---|---|
| LINDA MORSE CO NOAH TULEJA | ||||||||
| 976 E PLEASANT STREET | AMHERST | MA | 01002 | DIRECTOR/TREASURER | 0.05 | $0 | $0 | $0 |
| SHERRY MORSE | ||||||||
| 111 PURDUE AVENUE | KENSINGTON | CA | 94708 | DIRECTOR/PRESIDENT | 0.05 | $0 | $0 | $0 |
| NOAH TULEJA | ||||||||
| 976 E PLEASANT STREET | AMHERST | MA | 01002 | DIRECTOR/SECRETARY | 0.05 | $0 | $0 | $0 |
| SARAH MACCABEE CO SHERRY MORSE | ||||||||
| 111 PURDUE AVENUE | KENSINGTON | CA | 94708 | DIRECTOR | 0.05 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
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 | $373,399 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $92,341 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $465,740 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $465,740 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $6,986 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $458,754 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $22,938 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $22,938 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $183 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $183 | TotalTaxAmt |
| Distributable Before Adj | $22,755 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $22,755 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $22,755 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $32,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $32,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $32,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $22,755 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $5,457 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $32,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $5,457 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $22,755 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,788 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,788 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,788 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $3,788 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN ASSOCIATES OF BEN GURION UNIVERSITY | |||||||
| 1001 AVENUE OF THE AMERICAS 19TH | FLOOR | NEW YORK | NY | 10018 | 501(C)(3) | EDUCATING AND RAISING AWARENESS FOR AABGU. | $6,000 |
| CONTEMPORARY JEWISH MUSEUM | |||||||
| 736 MISSION STREET | SAN FRANCISCO | CA | 94103 | 501(C)(3) | SUPPORT JEWISH CONTEMPORARY ARTS | $5,500 | |
| HEBREW IMMIGRANT AID SOCIETY | |||||||
| 1300 SPRING STREET SUITE 500 | SILVER SPRING | MD | 20910 | 501(C)(3) | ASSISTS REFUGEES IN FINDING SAFETY AND FREEDOM | $3,500 | |
| JEWISH COMMUNITY CENTER OF THE EAST BAY | |||||||
| 5811 RACINE STREET | OAKLAND | CA | 94609 | 501(C)(3) | SUPPORT THE EVENTS AND PROGRAMS THAT HELP CARRYOUT THE VALUES OF THE JCC | $1,500 | |
| JEWISH FAMILY AND CHILDREN'S SERVICES | |||||||
| 2150 POST STREET | SAN FRANCISCO | CA | 94115 | 501(C)(3) | ON BEHALF OF HOLOCAUST SURVIVORS AND THE HOLOCAUST CENTER | $2,000 | |
| NEW ISRAEL FUND | |||||||
| 6 EAST 39TH STREET SUITE 301 | NEW YORK | NY | 10016 | 501(C)(3) | ADVANCING DEMOCRACY AND EQUALITY IN ISRAEL. | $3,000 | |
| ZEN PEACEMAKERS | |||||||
| PO BOX 294 | MONTAGUE | MA | 01351 | 501(C)(3) | CONNECT PEACEMAKERS THROUGHOUT THE WORLD AND REDUCE SUFFERING AND VIOLENCE. | $5,500 | |
| JEWS FOR RACIAL AND ECONOMIC JUSTICE | |||||||
| 330 SEVENTH AVENUE | NEW YORK | NY | 10001 | 501(C)(3) | PURSUE RACIAL AND ECONOMIC JUSTICE IN NEW YORK CITY BY ADVANCING SYSTEMATIC CHANGES THAT RESULT IN CONCRETE IMPROVEMENTS IN PEOPLE'S DAILY LIVES. | $1,000 | |
| MAGNES MUSEUM | |||||||
| 2121 ALLSTON WAY | BERKELEY | CA | 94720 | 501(C)(3) | TO SUPPORT THE ACTIVITIES OF THE MAGNES COLLECTION OF JEWISH ART AND LIFE | $1,000 | |
| VALUE CULTURE INC | |||||||
| 400 SPEAR STREET 102 | SAN FRANCISCO | CA | 94105 | 501(C)(3) | PRODUCE AND SUPPORT ARTISTIC, EDUCATIONAL, CHARITABLE, AND SPIRITUAL EVENTS TO INSPIRE INDIVIDUALS TO GIVE BACK IN THEIR COMMUNITIES, INCLUDING CURRENT INITIATIVES IN COVID RELIEF, MENTAL HEALTH AWARENESS, ANTI-HATE, AND FOOD SECURITY. | $1,000 | |
| NATIONAL YIDDISH THEATRE FOLKSBIENE | |||||||
| 36 BATTERY PLACE | NEW YORK | NY | 10280 | 501(C)(3) | CELEBRATE THE YIDDISH EXPERIENCE THROUGH THE PERFORMING ARTS BY TRANSMITTING THE RICH CULTURAL LEGACY IN EXCITING NEW WAYS THAT BRIDGE SOCIAL AND CULTURAL DIVIDES. | $500 | |
| YIDDISH BOOK CENTER | |||||||
| 1021 WEST STREET | AMHERST | MA | 01002 | 501(C)(3) | WORKING TO RECOVER, CELEBRATE, AND REGENERATE YIDDISH AND MODERN JEWISH LITERATURE AND CULTURE. | $500 | |
| JEWISH VOICE FOR PEACE | |||||||
| PO BOX 589 | BERKELEY | CA | 94701 | 501(C)(3) | OPPOSES ANTI-JEWISH, ANTI-MUSLIM, AND ANTI-ARAB BIGOTRY AND OPPRESSION | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $32,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $612 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,971 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $11,764 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LITIGATION INCOME | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $73 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $17,420 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $17,420 | 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 |
Explan Of Legis Political Actvts ExplanOfLegisPoliticalActvts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Medium Explanation | N/A | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| US BANK: CAMBIAR INVESTORS - MARKETABLE SECURITIES - CORP. STOCKS | $201,352 | $236,282 |
| BALDWIN BROS 8784 - VARIOUS STOCKS - MARKETABLE SECURITIES - CORP. STOCKS | $47,603 | $98,999 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | BALDWIN BROS 8784 - MUTUAL FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $49,802 | BookValueAmt |
| EOYFMV | $52,906 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIVIDENDS RECEIVABLE | Desc |
| BOY Book Value | $34 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER EXPENSES | Desc |
| Revenue And Expenses Per Books | $35 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LITIGATION INCOME | Desc |
| Revenue And Expenses Per Books | $73 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $73 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $73 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $4,087 | Amt |
| Net Investment Income | $4,087 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FILING FEES | $18 | $0 | $0 |
| TAXES | $750 | $0 | $0 |
| FOREIGN TAXES | $194 | $194 | $0 |
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