RUDERMAN FAMILY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- RUDERMAN FAMILY FOUNDATION (EIN 04-3334973)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-01
- IRS object ID
- 202143059349100004
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-01T07:20:39-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 050409384 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KAHN LITWIN RENZA & CO LTD | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1075 MAIN STREET SUITE 130 | AddressLine1Txt |
| City | WALTHAM | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02451 | 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 | 043334973 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RUDERMAN FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RUDE | BusinessNameControlTxt |
| Phone | 6175599919 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2150 WASHINGTON STREET | AddressLine1Txt |
| City | NEWTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02462 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAY RUDERMAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6175599919 | PhoneNum |
| Signature | 2021-10-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JAY | PersonFirstNm |
| Person Last | RUDERMAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PAUL NADEAU | PreparerPersonNm |
| PTIN | P01406554 | PTIN |
| Phone | 7815478800 | PhoneNum |
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 | $190,895,770 | 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 | $86 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $86 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $6,458,933 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6,458,933 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $385,403 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $25,431,952 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $385,403 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $134 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $134 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $6,844,556 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6,844,556 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $561,331 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $505,198 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $529,417 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $476,475 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $213,152 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $191,837 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $30,529 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $27,476 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $58,877 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $52,989 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $300,874 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $300,874 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $205,836 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $46,196 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $62,726 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $43,398 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $43,398 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $5,974 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $5,377 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $892,353 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $880,764 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,841,741 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $347,070 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,246,240 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,197,770 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,197,770 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $7,039,511 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $347,070 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $6,444,010 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$194,955 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,497,486 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,152,920 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $15,160,553 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $15,160,553 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $151,516,851 | CorporateStockBOYAmt |
| Corporate Stock EOY | $138,205,491 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $168,708,382 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $6,145,541 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $6,234,183 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $6,556,835 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $470,000 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $470,000 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $470,000 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $160,285,312 | TotalAssetsBOYAmt |
| Total Assets EOY | $160,070,227 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $190,895,770 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $14,943 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $40,643 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $14,943 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $40,643 | 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 | $160,270,369 | RetainedEarningBOYAmt |
| Retained Earning EOY | $160,029,584 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $160,270,369 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $160,029,584 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $160,285,312 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $160,070,227 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $160,270,369 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$194,955 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $160,075,414 | SubtotalAmt |
| Other Decreases | $45,830 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $160,029,584 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 3801 SHS OF MEDITECH COM STOCK | P | 2020-12-11 | $171,045 | $159,642 | $11,403 | $11,403 |
| NORTHERN TRUST #6858 | P | 2020-12-31 | $7,435,375 | $7,740,855 | -$305,480 | -$305,480 |
| NORTHERN TRUST #6858 | P | 2020-12-31 | $17,478,656 | $17,146,052 | $332,604 | $332,604 |
| CAPITAL GAINS DIVIDENDS | P | $346,876 | $346,876 | $346,876 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $385,403 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $90,315 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $90,315 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $90,315 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $118,389 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $20,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $138,389 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $48,074 | OverpaymentAmt |
| Applied To ES Tax | $48,074 | 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 | MA | 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 | WWW.RUDERMANFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | JAY RUDERMAN | IndividualWithBooksNm |
| Phone | 6175599919 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2150 WASHINGTON STREET | AddressLine1Txt |
| City | NEWTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02462 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 | Yes (1) | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| 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 (7 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 |
|---|---|---|---|---|---|---|---|---|
| MARCIA RUDERMAN | ||||||||
| 2150 WASHINGTON STREET | NEWTON | MA | 02462 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JAY SETH RUDERMAN | ||||||||
| 2150 WASHINGTON STREET | NEWTON | MA | 02462 | PRESIDENT & TRUSTEE | 50.00 | $292,981 | $26,934 | $0 |
| SHARON ELLEN SHAPIRO | ||||||||
| 2150 WASHINGTON STREET | NEWTON | MA | 02462 | COMMUNITY LIAISON & TRUSTEE | 30.00 | $112,581 | $26,519 | $0 |
| TODD ADAM RUDERMAN | ||||||||
| 2150 WASHINGTON STREET | NEWTON | MA | 02462 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| SHIRA RUDERMAN | ||||||||
| 2150 WASHINGTON STREET | NEWTON | MA | 02462 | EXECUTIVE DIRECTOR | 40.00 | $155,769 | $1,515 | $0 |
| LAWRENCE JACOBS | ||||||||
| 2150 WASHINGTON STREET | NEWTON | MA | 02462 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| HANNA SHAUL BAR NISSIM | ||||||||
| 2150 WASHINGTON STREET | NEWTON | MA | 02462 | DEPUTY DIRECTOR | 40.00 | $108,775 | $28,924 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| OMER STEIN | ||||||||
| 2150 WASHINGTON STREET | NEWTON | MA | 02462 | EXECUTIVE ASSISTANT | 40.00 | $72,763 | $4,798 | $0 |
| HELEN WANG | ||||||||
| 2150 WASHINGTON STREET | NEWTON | MA | 02462 | BUSINESS MANAGER | 40.00 | $62,690 | $5,217 | $0 |
| JENNIFER SICHEL | ||||||||
| 2150 WASHINGTON STREET | NEWTON | MA | 02462 | PROGRAM COORDINATOR | 40.00 | $55,795 | $11,424 | $0 |
| RINAT KISIN | ||||||||
| 2150 WASHINGTON STREET | NEWTON | MA | 02462 | PROGRAM OFFICER | 40.00 | $61,267 | $4,353 | $0 |
| ANDREW MAHONEY | ||||||||
| 2150 WASHINGTON STREET | NEWTON | MA | 02462 | ADVOCACY OFFICER | 40.00 | $51,943 | $6,636 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| THE NORTHERN TRUST COMPANY | |||||
| 125 SUMMER STREET SUITE 1400 | BOSTON | MA | 02110 | INVESTMENT ADVISORY | $300,842 |
| KAHN LITWIN RENZA & CO LTD | |||||
| 951 NORTH MAIN STREET | PROVIDENCE | RI | 02904 | ACCOUNTING AND TAX | $58,877 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $168,543,607 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $11,469,276 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $180,012,883 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $180,012,883 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,700,193 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $177,312,690 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $8,865,635 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $8,865,635 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $90,315 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $90,315 | TotalTaxAmt |
| Distributable Before Adj | $8,775,320 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $8,775,320 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $8,775,320 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $6,444,010 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $6,444,010 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $6,444,010 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $8,775,320 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,083,194 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $6,444,010 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,083,194 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $5,360,816 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $3,414,504 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SHARON E SHAPIRO | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2150 WASHINGTON STREET | AddressLine1Txt |
| City | NEWTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02462 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6175999919 | RecipientPhoneNum |
| Form And Info And Materials | NOT APPLICABLE | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | ORGANIZATIONS MUST QUALIFY UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (57 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|
| ACADEMY FOUNDATION | ||||||||||
| 8949 WILSHIRE BLVD | BEVERLY HILL | CA | 90211 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $150,000 | |||
| ACTIVE MINDS | ||||||||||
| 2001 S ST NW | WASHINGTON | DC | 20009 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 | |||
| AMERICAN JEWISH JOINT DISTRIBUTION COMM | ||||||||||
| 220 EAST 42ND STREET SUITE 400 | NEW YORK | NY | 10017 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $535,000 | |||
| AMERICAN SOCIETY OF THE UNIV OF HAIFA | ||||||||||
| 80 BROAD STREET | NEW YORK | NY | 10004 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $253,000 | |||
| AMIT CHILDREN INC | ||||||||||
| 817 BROADWAY | NEW YORK | NY | 10003 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $180 | |||
| BENTLEY UNIVERSITY CWB | ||||||||||
| 175 FOREST ST | WALTHAM | MA | 02452 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $14,000 | |||
| BIG SUNDAY | ||||||||||
| 6111 MELROSE AVE | LOS ANGELES | CA | 90038 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $500 | |||
| BOREALIS PHILANTHROPY | ||||||||||
| PO BOX 3295 | MINNEAPOLIS | MN | 55403 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $65,000 | |||
| BOSTON CHILDREN'S HOSPITAL | ||||||||||
| 300 LONGWOOD AVE | BOSTON | MA | 02115 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $25,000 | |||
| BOSTON JEWISH FILM FESTIVAL | ||||||||||
| 1001 WATERTOWN STREET 3RD FLOOR | WEST NEWTON | MA | 02465 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $20,000 | |||
| BOSTON POLICE FOUNDATION | ||||||||||
| 100 CAMBRIDGE STREET | BOSTON | MA | 02114 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 | |||
| BOSTON UNIVERSITY | ||||||||||
| ONE SILBER WAY | BOSTON | MA | 02215 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $38,000 | |||
| BOYS AND GIRLS CLUBS OF BOSTON INC | ||||||||||
| 200 HIGH ST SUITE 3B | BOSTON | MA | 02110 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 | |||
| BRANDEIS UNIVERSITY | ||||||||||
| 415 SOUTH ST | WALTHAM | MA | 02453 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 | |||
| BROOKLINE COMMUNITY MENTAL HEALTH CENTER | ||||||||||
| 41 GARRISON ROAD | BROOKLINE | MA | 02445 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $150,000 | |||
| CAPE ANN FARMERS MARKET | ||||||||||
| HARBOR LOOP | GLOUCESTER | MA | 01930 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 | |||
| CITY YEAR | ||||||||||
| 287 COLUMBUS AVE | BOSTON | MA | 02116 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 | |||
| COMBINED JEWISH PHILANTHROPIES | ||||||||||
| 126 HIGH STREET | BOSTON | MA | 02110 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $195,000 | |||
| CONGREGATION BETH ISRAEL (MALDEN) | ||||||||||
| 10 DEXTER STREET | MALDEN | MA | 02148 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $500 | |||
| EPSTEIN HILLEL SCHOOL | ||||||||||
| SIX COMMUNITY ROAD | MARBLEHEAD | MA | 01945 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $20,360 | |||
| FRIENDS OF THE ISRAEL DEFENSE FORCES | ||||||||||
| 8177 GLADES RD | BOCA RATON | FL | 33434 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $7,400 | |||
| GANN ACADEMY | ||||||||||
| 333 FOREST STREET | WALTHAM | MA | 02452 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $40,000 | |||
| GATEWAYS - ACCESS TO JEWISH EDUCATION | ||||||||||
| 333 NAHANTON SREET | NEWTON | MA | 02459 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $22,500 | |||
| GELLER MEMORIAL FUND | ||||||||||
| 4 VANDERBILT PARK DRIVE SUITE 300 | ASHEVILLE | NC | 28803 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 | |||
| HILLEL FOUNDATION FOR JEWISH CAMPUS LIFE | ||||||||||
| 800 8TH ST NW | WASHINGTON | DC | 20001 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $123,000 | |||
| ISRAELI AMERICAN COUNCIL | ||||||||||
| 1320 CENTRE ST STE 301 | NEWTON | MA | 02459 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 | |||
| JEWISH AGENCY FOR ISRAEL (JAFI) | ||||||||||
| 633 THIRD AVENUE | NEW YORK | NY | 10017 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $32,230 | |||
| JEWISH BOOK COUNCIL | ||||||||||
| 520 8TH AVE 4TH FLOOR | NEW YORK | NY | 10018 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $300 | |||
| JEWISH COMMUNITY FOUNDATION | ||||||||||
| 333 BLOOMFIELD AVE D | WEST HARTFORD | CT | 06117 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $1,000 | |||
| JEWISH FUNDERS NETWORK | ||||||||||
| 150 WEST 30TH ST | NEW YORK | NY | 10001 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $1,800 | |||
| JEWISH JOURNAL | ||||||||||
| 27 CONGRESS ST SUITE 501 | SALEM | MA | 01970 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $3,600 | |||
| JEWISH TEEN FUNDERS NETWORK | ||||||||||
| 150 WEST 30TH STREET SUITE 900 | NEW YORK | NY | 10001 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $7,500 | |||
| JEWISH TEEN INITIATIVE OF GREATER BOSTON | ||||||||||
| 6 COMMUNITY ROAD | MARBLEHEAD | MA | 01945 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $15,000 | |||
| LITERACY PARTNERS | ||||||||||
| 75 MAIDEN LN 1102 | NEW YORK | NY | 10038 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $21,500 | |||
| MA GENERAL HOSPITALLURIE CENTER | ||||||||||
| 125 NASHUA STREET SUITE 540 | BOSTON | MA | 02114 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $200,000 | |||
| MACHNE ISRAEL INC | ||||||||||
| 770 EASTERN PARKWAY | BROOKLYN | NY | 11213 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $200,000 | |||
| MARY ANN BRETT FOOD PANTRY | ||||||||||
| 7 WEDMORE STREET | DORCHESTER | MA | 02125 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $500 | |||
| MCLEAN HOSPITAL | ||||||||||
| 115 MILL STREET | BELMONT | MA | 02478 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $1,500 | |||
| METROWEST JEWISH DAY SCHOOL | ||||||||||
| 50 PAMELA RD | FRAMINGHAM | MA | 01701 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $1,800 | |||
| NATIONAL ALLIANCE ON MENTAL ILLNESS | ||||||||||
| 4301 WILSON BLVD SUITE 300 | ARLINGTON | VA | 22203 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $15,000 | |||
| NATIONAL DISABILITY THEATER | ||||||||||
| 305 GREAT NECK RD | WATERFORD | CT | 06385 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $25,000 | |||
| NATIONAL ORGANIZATION ON DISABILITY | ||||||||||
| 77 WATER ST 204 | NEW YORK | NY | 10005 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $35,000 | |||
| NATIONAL RAMAH COMMISSION | ||||||||||
| 3080 BROADWAY | NEW YORK | NY | 10027 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $3,600 | |||
| NEW ENGLAND YACHAD (NJCD) | ||||||||||
| 384 HARVARD STREET | BROOKLINE | MA | 02446 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $200,000 | |||
| NORTHEASTERN UNIVERSITY | ||||||||||
| 360 HUNTINGTON AVENUE | BOSTON | MA | 02115 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 | |||
| PEF ISRAEL ENDOWMENT FUND | ||||||||||
| 630 THIRD AVENUE SUITE 1501 | NEW YORK | NY | 10017 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 | |||
| RED SOX FOUNDATION | ||||||||||
| 4 JERSEY STREET | BOSTON | MA | 02215 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $100,000 | |||
| RUDERMAN FAMILY FOUNDATION ISRAEL (AMUTAH) | ||||||||||
| NONE | OTHER | GENERAL PURPOSE | $1,400,000 | 12 ELI HOROVITZ | REHOVOT | IS | ||||
| SHALOM LEARNING | ||||||||||
| 160 HERRICK ROAD | NEWTON | MA | 02459 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $1,000 | |||
| SUNDANCE INSTITUTE | ||||||||||
| 1500 KEARNS BLVD SUITE B110 | PARK CITY | UT | 84060 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $60,000 | |||
| TEMPLE AHAVAT ACHIM | ||||||||||
| 86 MIDDLE ST | GLOUCESTER | MA | 01930 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 | |||
| THE BORIS LAWRENCE HENSON FOUNDATION | ||||||||||
| 801 N WEBER ST | COLORADO SPRINGS | CO | 80903 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $100,000 | |||
| THE GESHER FOUNDATION INC | ||||||||||
| 511 6TH AVENUE SUITE 444 | NEW YORK | NY | 10011 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $20,000 | |||
| THE OPEN DOOR | ||||||||||
| 485 PLAINFIELD ST | PROVIDENCE | RI | 02909 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 | |||
| THE RASHI SCHOOL | ||||||||||
| 8000 GREAT MEADOW ROAD | DEDHAM | MA | 02026 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 | |||
| UNITED SYNAGOGUE OF CONSERVATIVE JUDAISM | ||||||||||
| 120 BROADWAY SUITE 1540 | NEW YORK | NY | 10271 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $60,000 | |||
| YALE SCHOOL OF DRAMA | ||||||||||
| PO BOX 208244 222 YORK STREET | NEW HAVEN | CT | 06520 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $50,000 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,310,770 | 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 | $86 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,458,933 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900099 | BusinessCd |
| Unrelated Business Taxbl Incm | $134 | UnrelatedBusinessTaxblIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $385,403 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $134 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $6,844,422 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $6,844,556 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $58,877 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $52,989 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | BONDS/OBLIGATIONS/HOLDINGS | BondNm |
| EOY Book Value | $6,234,183 | EOYBookValueAmt |
| EOYFMV | $6,556,835 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CORPORATE STOCK | $137,536,812 | $167,849,275 |
| COMMODITIES | $668,679 | $859,107 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CONVERTIBLE NOTE - THE AFFINITY PROJECT | AT COST | $100,000 | $100,000 |
| CONVERTIBLE NOTE - ANGEL SENSE LTD | AT COST | $370,000 | $370,000 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $30,529 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $27,476 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD TIMING ADJUSTMENT | Desc |
| Amt | $45,830 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| COMPUTER SERVICES | $51,960 | $0 | $46,764 |
| DUES AND SUBSCRIPTIONS | $10,351 | $0 | $9,316 |
| PROGRAM DEVELOPMENT & STRATEGY | $13,990 | $0 | $13,990 |
| INSURANCE | $4,364 | $0 | $3,928 |
| OFFICE EXPENSE | $41,669 | $0 | $37,502 |
| ORGANIZATIONAL DEVELOPMENT | $40,148 | $0 | $40,148 |
| PROGRAM EXPENSES AND MATERIALS | $722,321 | $0 | $722,321 |
| PAYROLL SERVICE | $3,577 | $0 | $3,219 |
| COMMUNICATION & MEDIA | $3,973 | $0 | $3,576 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NORTHERN TRUST #6858 | Desc |
| Revenue And Expenses Per Books | $134 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $134 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $134 | AdjustedNetIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CREDIT CARD PAYABLE | Desc |
| BOY Book Value | $14,943 | BOYBookValueAmt |
| EOY Book Value | $40,643 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $300,874 | Amt |
| Net Investment Income | $300,874 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $46,196 | $46,196 | $0 |
| PAYROLL TAXES | $69,140 | $0 | $62,226 |
| FEDERAL & STATE TAXES | $90,500 | $0 | $500 |