ROGERS FAMILY CHARITABLE FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- ROGERS FAMILY CHARITABLE FOUNDATION (EIN 81-4474271)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-14
- IRS object ID
- 202143189349100614
- Schema version
- 2020v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-14T20:05:30-06:00 | 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 | 814474271 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Rogers Family Charitable Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | ROGE | 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 | THOMAS S ROGERS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2021-11-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | THOMAS S | PersonFirstNm |
| Person Last | ROGERS | 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 | $4,121,312 | 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 | $226 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $226 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $73,753 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $73,753 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $108,897 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $383,761 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $108,897 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $182,876 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $182,876 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $45,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $45,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $3,259 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $3,259 | PensionEmplBnftDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $22,520 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $22,520 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,159 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $20,743 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $20,743 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $92,681 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $22,520 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $69,002 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $179,867 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $179,867 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $272,548 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $22,520 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $248,869 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$89,672 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $160,356 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $65,122 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $250,588 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $250,588 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,508,442 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,238,304 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,870,724 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $3,573,564 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,488,892 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,121,312 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $3,573,564 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,488,892 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,573,564 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,488,892 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,573,564 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,488,892 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,573,564 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$89,672 | ExcessRevenueOverExpensesAmt |
| Other Increases | $5,000 | OtherIncreasesAmt |
| Subtotal | $3,488,892 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $3,488,892 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $383,761 | GrossSalesPriceAmt |
| Cost Or Other Basis | $274,864 | CostOrOtherBasisAmt |
| Gain Or Loss | $108,897 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $108,897 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $108,897 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,229 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,229 | SubtotalAmt |
| Tax Based On Investment Income | $2,229 | TaxBasedOnInvestmentIncomeAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $2,230 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $2,230 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $1 | OverpaymentAmt |
| Applied To ES Tax | $1 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | 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 (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Jason Rogers | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Treas, VP | 0.0 | $0 | $0 | $0 |
| Jessica Rogers | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Sec, VP | 0.0 | $0 | $0 | $0 |
| Robert Rogers | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP | 0.0 | $0 | $0 | $0 |
| Sylvia Rogers | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP | 2.0 | $30,000 | $0 | $0 |
| Tom Rogers | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Pres | 2.0 | $15,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,808,485 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $90,943 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,899,428 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,899,428 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $58,491 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,840,937 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $192,047 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $192,047 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,229 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,229 | TotalTaxAmt |
| Distributable Before Adj | $189,818 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $5,000 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $194,818 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $194,818 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $248,869 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $248,869 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $248,869 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $194,818 | DistributableAsAdjustedAmt |
| Prior Year1 | 2018 | PriorYear1Yr |
| Prior Year2 | 2017 | PriorYear2Yr |
| Prior Year3 | 2016 | PriorYear3Yr |
| Excess Distribution Cyov Yr3 | $73,322 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $4,399 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $376,605 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $454,326 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $248,869 | QualifyingDistributionsAmt |
| Applied To Current Year | $194,818 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $54,051 | RemainingDistriFromCorpusAmt |
| Total Corpus | $508,377 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $508,377 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $73,322 | ExcessFromYear3Amt |
| Excess From Year2 | $4,399 | ExcessFromYear2Amt |
| Excess From Year1 | $376,605 | ExcessFromYear1Amt |
| Excess From Current Year | $54,051 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Sylvia Rogers | ContributingManagerNm |
| Contributing Manager | Tom Rogers | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CHARITIES AID FOUNDATION AMERICA | |||||||
| 225 REINEKERS LN STE 375 | ALEXANDRIA | VA | 22314 | N/A | PC | Auditory Verbal UK | $2,717 |
| FACING HISTORY AND OURSELVES INC | |||||||
| PO BOX 470749 | BROOKLINE | MA | 02447 | N/A | PC | General & Unrestricted | $2,250 |
| HEBREW HOME FOR THE AGED | |||||||
| 5901 PALISADE AVE | RIVERDALE | NY | 10471 | N/A | PC | General & Unrestricted | $50,000 |
| HOPE COMMUNITY SERVICES INC | |||||||
| 50 WASHINGTON BLVD | NEW ROCHELLE | NY | 10801 | N/A | PC | General & Unrestricted | $500 |
| JEWISH COMMUNITY CENTER OF HARRISON INC | |||||||
| 130 UNION AVE | HARRISON | NY | 10528 | N/A | PC | General & Unrestricted | $10,400 |
| LIGHTHOUSE GUILD INTERNATIONAL INC | |||||||
| 250 W 64TH ST | NEW YORK | NY | 10023 | N/A | PC | General & Unrestricted | $2,000 |
| LINCOLN CENTER FOR THE PERFORMING ARTS INC | |||||||
| PO BOX 22349 | NEW YORK | NY | 10087 | N/A | PC | General & Unrestricted | $50,000 |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | |||||||
| 733 3RD AVE | NEW YORK | NY | 10017 | N/A | PC | General & Unrestricted | $2,500 |
| ST JUDE CHILDRENS RESEARCH HOSPITAL INC | |||||||
| 501 ST JUDE PL | MEMPHIS | TN | 38105 | N/A | PC | General & Unrestricted | $1,000 |
| TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW | |||||||
| 435 W 116TH ST BOX A-2 | NEW YORK | NY | 10027 | N/A | PC | General & Unrestricted | $50,000 |
| UNITED JEWISH APPEAL FEDERATION OF JEWISH PHILANTH | |||||||
| PO BOX 4227 | NEW YORK | NY | 10261 | N/A | PC | General & Unrestricted | $5,500 |
| USA ANIRIDIA NETWORK - ANIRIDIA FOUNDATION INTERNA | |||||||
| PO BOX 5705 | CHARLOTTESVILLE | VA | 22905 | N/A | PC | General & Unrestricted | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $179,867 | 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 | $226 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $73,753 | 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 | $108,897 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $182,876 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $182,876 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (8 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BAIRD CORE PLUS BD FD INSTI CL | $706,834 | $756,421 |
| ISHARE SP SMALL CAP 600 INDEX | $77,676 | $103,479 |
| ISHARES BARCLAYS US TREASURY B | $646,561 | $695,410 |
| ISHARES S&P 500 INDEX FD | $6,341 | $8,259 |
| METROPOLITAN WEST RETURN BOND | $406,074 | $429,602 |
| SCHWAB S P 500 INDEX FUND SELE | $956,500 | $1,373,245 |
| VANGUARD FTSE DEVELOPED MARKET | $383,485 | $436,409 |
| VANGUARD FTSE EMERGING MARKETS | $54,833 | $67,899 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $20,638 | $20,638 |
| Postage/Delivery Service | $80 | $80 |
| State or Local Filing Fees | $25 | $25 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RETURNED GRANT | Desc |
| Amt | $5,000 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $22,520 | Amt |
| Net Investment Income | $22,520 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 990-PF Extension for 2019 | CategoryTxt |
| Amt | $1,159 | Amt |
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