BURBURY ELM FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- BURBURY ELM FOUNDATION (EIN 83-4097640)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-15
- IRS object ID
- 202143199349100939
- 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
- Schedule B
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-15T08:03:11-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 020354851 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MELANSON PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 NEW ENGLAND BUSINESS CENTER | AddressLine1Txt |
| Address Line2 | DRIVE | AddressLine2Txt |
| City | ANDOVER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01810 | 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 | 834097640 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BURBURY ELM FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | FKA TOBIN FAMILY FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BURB | BusinessNameControlTxt |
| Phone | 6179483800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 MARINA PARK DRIVE NO 1150 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02210 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SCOTT R TOBIN | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 6179483800 | PhoneNum |
| Signature | 2021-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SCOTT | PersonFirstNm |
| Person Last | TOBIN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SHERYL L STEPHENS-BURKE CPA | PreparerPersonNm |
| PTIN | P00085224 | PTIN |
| Phone | 9787490005 | PhoneNum |
| Preparation | 2021-11-12 | 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) |
|---|---|---|
| Name Change | Yes (X) | NameChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $15,362,384 | 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 | $10,652,714 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $27,808 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $27,808 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $79,565 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $79,565 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $452,595 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $44,708,267 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $11,592,973 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $11,212,682 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $11,700,346 | 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 |
| Legal Fees Rev And Expnss | $7,927 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $280,489 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,248 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $89,120 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $86,270 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $377,536 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $88,518 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $254,900 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $254,900 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $632,436 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $88,518 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $254,900 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $10,580,246 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $11,611,828 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $12,097 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,450,062 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,450,062 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,598,231 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,433,286 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,433,286 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,423,196 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $10,475,755 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $10,475,755 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $3,281 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $3,281 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $3,033,524 | TotalAssetsBOYAmt |
| Total Assets EOY | $15,362,384 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $15,362,384 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | 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 | $3,033,524 | RetainedEarningBOYAmt |
| Retained Earning EOY | $15,362,384 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,033,524 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $15,362,384 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,033,524 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $15,362,384 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,033,524 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $10,580,246 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,748,614 | OtherIncreasesAmt |
| Subtotal | $15,362,384 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $15,362,384 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (13 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| FIDELITY - ST | 2020-01-01 | 2020-12-31 | $0 | $0 | |||
| FIDELITY - LT | 2019-01-01 | 2020-12-31 | $11,296,159 | $11,296,159 | $12,391,736 | $1,095,577 | |
| FIDELITY - ST DISTRIBUTION | 2020-01-01 | 2020-12-31 | $3,167 | $3,167 | $3,167 | ||
| FIDELITY - CENTER SQ ST | 2020-01-01 | 2020-12-31 | -$467 | -$467 | $365,390 | $365,857 | |
| FIDELITY - CENTER SQ ST DISTIBUTION | 2020-01-01 | 2020-12-31 | $247 | $247 | $247 | ||
| FIDELITY - CENTER SQ LT | 2019-01-01 | 2020-12-31 | $0 | $0 | |||
| INTERACTIVE BROKERS - ST | 2020-01-01 | 2020-12-31 | $861,027 | $861,027 | $31,854,686 | $30,993,659 | |
| INTERACTIVE BROKERS - ST SECT 1256 | 2019-01-01 | 2020-12-31 | -$42,599 | -$42,599 | $42,599 | ||
| INTERACTIVE BROKERS - LT | 2019-01-01 | 2020-12-31 | $0 | $0 | |||
| BGA FOCUS FUND - K-1 | 2020-01-01 | 2020-12-31 | -$313,866 | -$313,866 | $313,866 | P | |
| BGA FOCUS FUND - K-1 | 2019-01-01 | 2020-12-31 | -$294,963 | -$294,963 | $294,963 | P | |
| BGA HORIZON FUND - K-1 | 2020-01-01 | 2020-12-31 | $93,041 | $93,041 | $93,041 | P | |
| BGA HORIZON FUND - K-1 | 2019-01-01 | 2020-12-31 | -$8,773 | -$8,773 | $8,773 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $11,592,973 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $161,404 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $161,404 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $161,404 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $250,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $50,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $300,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $138,596 | OverpaymentAmt |
| Applied To ES Tax | $138,596 | 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 | Yes (1) | 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 | JOHN DINNEEN CO BGA | IndividualWithBooksNm |
| Phone | 6179483800 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 MARINA PARK DRIVE SUITE 1150 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02210 | 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 |
|---|---|---|---|---|---|---|---|---|
| JOHN M O'CONNOR CO BGA | ||||||||
| 1 MARINA PARK DRIVE | BOSTON | MA | 02210 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| MATYA G SCHACHTER CO BGA | ||||||||
| 1 MARINA PARK DRIVE | BOSTON | MA | 02210 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| JOHN W DINNEEN CO BGA | ||||||||
| 1 MARINA PARK DRIVE | BOSTON | MA | 02210 | TREASURER | 1.00 | $0 | $0 | $0 |
| KRISTIN D GRIFFIN CO BGA | ||||||||
| 1 MARINA PARK DRIVE | BOSTON | MA | 02210 | CLERK | 1.00 | $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 |
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 | $12,124,612 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $12,124,612 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $12,124,612 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $181,869 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,942,743 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $597,137 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $597,137 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $161,404 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $161,404 | TotalTaxAmt |
| Distributable Before Adj | $435,733 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $435,733 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $435,733 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $254,900 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $254,900 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $254,900 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $435,733 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $47,407 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $254,900 | QualifyingDistributionsAmt |
| Applied To Year1 | $47,407 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $207,493 | 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 | $228,240 | 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 |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| PEF ENDOWMENT FUNDS INC | ||||||
| 630 THIRD AVENUE 15TH FLOOR | NEW YORK | NY | 10017 | 501(C)3 | GRANT | $15,000 |
| AMERICAN FRIENDS OF LEMA'AN ACHAI | ||||||
| 10 BRIARWOOD LN | SUFFERN | NY | 10901 | 501(C)3 | GRANT | $3,600 |
| AMERICAN FRIENDS OF MAOZ-SEAL INC | ||||||
| 29 MERRILL ROAD | NEWTON | MA | 02459 | 501(C)3 | GRANT | $150,000 |
| THE GOOD PEOPLE FUND | ||||||
| 384 WYOMING AVE | MILLBURN | NJ | 07041 | 501(C)3 | GRANT | $15,000 |
| KAV LNOAR FOUNDATION | ||||||
| 348 BROOK AVE | PASSAIC | NJ | 07055 | 501(C)3 | GRANT | $5,000 |
| AMERICAN FRIENDS OF ERITZ HEMDAH | ||||||
| 8 SOUTH MICHIGAN AVE | CHICAGO | IL | 60603 | 501(C)3 | GRANT | $12,500 |
| AMERICAN FRIENDS OF YESHIVOT BNEI AKIVA IN ISREAL INC | ||||||
| 1345 AVE OF THE AMERICAS | NEW YORK | NY | 10105 | 501(C)3 | GRANT | $6,000 |
| AMERICAN FRIENDS OF NEVE HANNA INC | ||||||
| PO BOX 640685 | BAYSIDE | NY | 11360 | 501(C)3 | GRANT | $25,000 |
| AMERICAN FRIENDS OF MATAN INC | ||||||
| PO BOX 40 | POMONA | NY | 10970 | 501(C)3 | GRANT | $10,000 |
| AMERICAN FRIENDS OF ITIM INC | ||||||
| 800 THIRD AVENUE 28TH FLOOR | NEW YORK | NY | 10022 | 501(C)3 | GRANT | $5,000 |
| JEWISH AGENCY FOR ISRAEL NORTH AMERICAN COUNCIL | ||||||
| 633 THIRD AVE NO 2100 | NEW YORK | NY | 10017 | 501(C)3 | GRANT | $5,000 |
| CAMP RAMAH IN THE BERKSHIRES INC | ||||||
| 25 ROCKWOOD PLACE NO 345 | ENGLEWOOD | NJ | 07631 | 501(C)3 | GRANT | $1,800 |
| CENTRAL FUND OF ISRAEL | ||||||
| 461 CENTRAL AVE | CEDARHURST | NY | 11516 | 501(C)3 | GRANT | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $254,900 | 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 | $27,808 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $79,565 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $452,595 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $559,968 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $559,968 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (5 entries)
| ContributorContributorNum | Address Line1ContributorForeignAddress/AddressLine1Txt | CityContributorForeignAddress/CityNm | Province Or StateContributorForeignAddress/ProvinceOrStateNm | CountryContributorForeignAddress/CountryCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| SCOTT R TOBIN | ||||||
| 1 | 63 AHAD HAAM | RAANANA | CENTRAL | IS | $2,445,724 | Yes (X) |
| SCOTT R TOBIN | ||||||
| 2 | 63 AHAD HAAM | RAANANA | CENTRAL | IS | $4,384,425 | Yes (X) |
| SCOTT R TOBIN | ||||||
| 3 | 63 AHAD HAAM | RAANANA | CENTRAL | IS | $2,250,481 | Yes (X) |
| SCOTT R TOBIN | ||||||
| 4 | 63 AHAD HAAM | RAANANA | CENTRAL | IS | $545,709 | Yes (X) |
| SCOTT R TOBIN | ||||||
| 5 | 63 AHAD HAAM | RAANANA | CENTRAL | IS | $1,026,375 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (5 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 70,535 SHARES OF ZAYA GROUP HOLDINGS, INC | $2,445,724 | 2020-01-06 |
| 2 | 53,000 SHARES AVALARA, INC. | $4,384,425 | 2020-03-04 |
| 3 | 26,411 SHARES AVALARA, INC. | $2,250,481 | 2020-04-20 |
| 4 | 29,642 SHARES NUTANIX, INC. | $545,709 | 2020-04-27 |
| 5 | 11,500 SHARES AVALARA, INC. | $1,026,375 | 2020-04-29 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FIDELITY - SECURITIES | $557,162 | $557,162 |
| INTERACTIVE BROKERS - SECURITIES | $876,124 | $876,124 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (8 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BGA FOCUS FUND - MREITP | FMV | $509,337 | $509,337 |
| BGA HORIZON FUND - BRIARWOOD | FMV | $2,825,216 | $2,825,216 |
| HARBOUR OFFSHORE FUND V | FMV | $26,203 | $26,203 |
| KAWA CANADIAN PREFERRED | FMV | $1,181,642 | $1,181,642 |
| NAVAT FEEDER FUND | FMV | $1,188,470 | $1,188,470 |
| PARALOS FUND LP | FMV | $966,924 | $966,924 |
| WHALE ROCK FLAGSHIP FUND | FMV | $3,121,362 | $3,121,362 |
| ZP OFFSHORE FUND | FMV | $656,601 | $656,601 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $7,927 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FOCUS FUND - HOLDBACK | Desc |
| EOY Book Value | $3,281 | EOYBookValueAmt |
| EOYFMV | $3,281 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT EXPENSE | $85,569 | $85,569 | $0 |
| PROFESSIONAL FEES | $2,850 | $0 | $0 |
| INVESTMENT INTEREST EXPENSE FROM PASS THROUGH ENTITIES | $701 | $701 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET UNREALIZED GAINS | Desc |
| Amt | $1,748,614 | Amt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SCOTT R TOBIN | PersonNm |
Foreign Address ForeignAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 63 AHAD HAAM | AddressLine1Txt |
| City | RAANNA | CityNm |
| Province Or State | CENTRAL | ProvinceOrStateNm |
| Country | IS | CountryCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAXES | $278,241 | $0 | $0 |
| FOREIGN TAX | $1,633 | $1,633 | $0 |
| STATE FILING | $615 | $615 | $0 |
Comments