TURKANIS FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- TURKANIS FAMILY FOUNDATION (EIN 20-8678978)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-09-25
- IRS object ID
- 202512689349100111
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-09-25T07:28:44-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 208678978 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Turkanis Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | TURK | 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 | Barry Turkanis | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2025-09-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $636,217 | 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 | $15,773 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $15,773 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $6,255 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6,255 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$3,834 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $35,268 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $18,194 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $22,028 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $6,165 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $6,165 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $6,165 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,165 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $39,200 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $39,200 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $45,365 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $45,365 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$27,171 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $22,028 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $318,041 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $329,972 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $329,972 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $366,841 | CorporateStockBOYAmt |
| Corporate Stock EOY | $327,739 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $306,245 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $684,882 | TotalAssetsBOYAmt |
| Total Assets EOY | $657,711 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $636,217 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $684,882 | RetainedEarningBOYAmt |
| Retained Earning EOY | $657,711 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $684,882 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $657,711 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $684,882 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $657,711 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $684,882 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$27,171 | ExcessRevenueOverExpensesAmt |
| Subtotal | $657,711 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $657,711 | 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 | $35,268 | GrossSalesPriceAmt |
| Cost Or Other Basis | $39,102 | CostOrOtherBasisAmt |
| Gain Or Loss | -$3,834 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$3,834 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$3,834 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $306 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $306 | SubtotalAmt |
| Tax Based On Investment Income | $306 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $112 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $200 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $312 | TotalPaymentsAndCreditsAmt |
| Overpayment | $6 | OverpaymentAmt |
| Applied To ES Tax | $6 | 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 | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| 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 |
|---|---|---|---|---|---|---|---|---|
| Amanda Jaffe | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP | 1.0 | $0 | $0 | $0 |
| Barry S Turkanis | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Pres, Dir, Sec | 1.0 | $0 | $0 | $0 |
| David Turkanis | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP | 1.0 | $0 | $0 | $0 |
| Ellen Turkanis | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP, Dir | 1.0 | $0 | $0 | $0 |
| Jeffrey Turkanis | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP | 1.0 | $0 | $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 | $283,798 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $345,235 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $629,033 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $629,033 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $9,435 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $619,598 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $30,980 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $30,980 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $306 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $306 | TotalTaxAmt |
| Distributable Before Adj | $30,674 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $30,674 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $30,674 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $45,365 | 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 | $45,365 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $30,674 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $19,640 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $21,273 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $12,770 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $23,423 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $24,263 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $101,369 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $45,365 | QualifyingDistributionsAmt |
| Applied To Current Year | $30,674 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $14,691 | RemainingDistriFromCorpusAmt |
| Total Corpus | $116,060 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $19,640 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $96,420 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $21,273 | ExcessFromYear4Amt |
| Excess From Year3 | $12,770 | ExcessFromYear3Amt |
| Excess From Year2 | $23,423 | ExcessFromYear2Amt |
| Excess From Year1 | $24,263 | ExcessFromYear1Amt |
| Excess From Current Year | $14,691 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Barry S Turkanis | ContributingManagerNm |
| Contributing Manager | Ellen Turkanis | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN FRIENDS OF MAGEN DAVID ADOM | |||||||
| 4371 NORTHLAKE BLVD 361 | PALM BEACH GARDENS | FL | 33410 | N/A | PC | Delaire Ambulance Campaign Fund | $3,600 |
| AMERICAN HEART ASSOCIATION INC | |||||||
| PO BOX 840692 | DALLAS | TX | 75284 | N/A | PC | General & Unrestricted | $250 |
| BOCA RATON REGIONAL HOSPITAL INC | |||||||
| 800 MEADOWS RD | BOCA RATON | FL | 33486 | N/A | PC | General & Unrestricted | $5,000 |
| COMBINED JEWISH PHILANTHROPIES OF GREATER BOSTON I | |||||||
| KRAFT FAMILY BLDG 126 HIGH ST | BOSTON | MA | 02110 | N/A | PC | General & Unrestricted | $2,000 |
| CONGREGATION SHIRAT HAYAM OF THE NORTH SHORE | |||||||
| 55 ATLANTIC AVE | SWAMPSCOTT | MA | 01907 | N/A | PC | General & Unrestricted | $1,500 |
| FRIENDS OF THE PARK ON ELM STREET INC | |||||||
| PO BOX 126 | MARBLEHEAD | MA | 01945 | N/A | PC | General & Unrestricted | $1,000 |
| HUNDRED CLUB OF MASSACHUSETTS INC | |||||||
| 25 BRAINTREE HILL OFC PARK STE 2 | BRAINTREE | MA | 02184 | N/A | PC | General & Unrestricted | $250 |
| MARBLEHEAD BOOSTERS CLUB INCORPORATED | |||||||
| PO BOX 244 | MARBLEHEAD | MA | 01945 | N/A | PC | Fund for a new field | $1,000 |
| MERRY MIXERS INC | |||||||
| PO BOX 1282 | MARBLEHEAD | MA | 01945 | N/A | PC | General & Unrestricted | $500 |
| NATIONAL FALLEN OFFICER FOUNDATION | |||||||
| 1025 CONNECTICUT AVE NW STE 10 | WASHINGTON | DC | 20036 | N/A | PC | General & Unrestricted | $225 |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | |||||||
| 8111 N STADIUM DR STE 100 | HOUSTON | TX | 77054 | N/A | PC | General & Unrestricted | $360 |
| NORTH SHORE SYNAGOGUE | |||||||
| 83 MUTTONTOWN RD | SYOSSET | NY | 11791 | N/A | PC | to purchase High holy day prayer books | $270 |
| NORTH SHORE SYNAGOGUE | |||||||
| 83 MUTTONTOWN RD | SYOSSET | NY | 11791 | N/A | PC | General & Unrestricted | $795 |
| NORTH SHORE SYNAGOGUE | |||||||
| 83 MUTTONTOWN RD | SYOSSET | NY | 11791 | N/A | PC | Charitable Event | $500 |
| NORTHWELL HEALTH FOUNDATION | |||||||
| 2000 MARCUS AVE 2ND FL | NEW HYDE PARK | NY | 11042 | N/A | PC | Charitable Event | $100 |
| SPUR INC | |||||||
| PO BOX 1274 | MARBLEHEAD | MA | 01945 | N/A | PC | Charitable Event | $250 |
| SPUR INC | |||||||
| PO BOX 1274 | MARBLEHEAD | MA | 01945 | N/A | PC | General Operating Support | $600 |
| THE ARTHUR J EPSTEIN HILLEL SCHOOL INC | |||||||
| 6 COMMUNITY RD | MARBLEHEAD | MA | 01945 | N/A | PC | Charitable Event | $10,000 |
| THE JEWISH COMMUNITY CENTER OF THE NORTH SHORE INC | |||||||
| 4 COMMUNITY RD | MARBLEHEAD | MA | 01945 | N/A | PC | Charitable Event | $500 |
| THE JEWISH COMMUNITY CENTER OF THE NORTH SHORE INC | |||||||
| 4 COMMUNITY RD | MARBLEHEAD | MA | 01945 | N/A | PC | General & Unrestricted | $9,500 |
| TOWER SCHOOL IN MARBLEHEAD INC | |||||||
| 75 W SHORE DR | MARBLEHEAD | MA | 01945 | N/A | PC | Tower Annual Fund | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $39,200 | 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 | $15,773 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,255 | 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 Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$3,834 | 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 | $18,194 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $18,194 | 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 (6 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALPHABET INC CL C | $14,245 | $47,610 |
| APPLE INC | $89,373 | $125,210 |
| MICROSOFT CORP | $18,759 | $52,688 |
| SCILEX HOLDING CO | $18,466 | $751 |
| SORRENTO THERAPEUTICS | $80,606 | $6 |
| VERIZON COMMUNICATIONS | $106,290 | $79,980 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $6,140 | $6,140 |
| State or Local Filing Fees | $25 | $25 |
Comments