CLOUD MOUNTAIN FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- CLOUD MOUNTAIN FOUNDATION (EIN 04-3493352)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-10-30
- IRS object ID
- 202013049349100216
- Schema version
- 2019v5.1
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-10-30T11:35:41-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 113061778 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WAGNER FERBER FINE & ACKERMAN PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 66 SOUTH TYSON AVENUE | AddressLine1Txt |
| City | FLORAL PARK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11001 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043493352 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLOUD MOUNTAIN FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O WFFA PLLC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CLOU | BusinessNameControlTxt |
| Phone | 2125761829 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 237 WEST 35TH STREET NO 1001 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10001 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BENJAMIN FRIEDMAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2125761829 | PhoneNum |
| Signature | 2020-10-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | EILEEN SUSS | PreparerPersonNm |
| PTIN | P00076349 | PTIN |
| Phone | 5163283800 | PhoneNum |
| Preparation | 2020-08-19 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 40.70.7.12 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-10-23 | IPDt |
| IP Tm | 11:37:48 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 6C9B1A35775087DBDB8A6D25ECA509C7F6C27838 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $71,661,765 | 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 | $851,349 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $212,162 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $212,162 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $103,519 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $103,519 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $9,120,894 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $21,172,580 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $9,120,894 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $10,287,924 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $9,436,575 | 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 |
| Accounting Fees Rev And Expnss | $23,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $17,250 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $5,750 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $52,375 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $52,000 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $375 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $2,428 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $607 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,821 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $47,032 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $532 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $46,500 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $124,835 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $70,389 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $54,446 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,972,025 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,972,025 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,096,860 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $70,389 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,026,471 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $5,191,064 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $9,366,186 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $959,730 | CashBOYAmt |
| Cash EOY | $1,893,366 | CashEOYAmt |
| Cash EOYFMV | $1,893,366 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $13,230,525 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $14,110,198 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $14,101,198 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $250,000 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $250,000 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $250,000 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $250,000 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $22,412,013 | CorporateStockBOYAmt |
| Corporate Stock EOY | $25,784,768 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $55,417,201 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $36,852,268 | TotalAssetsBOYAmt |
| Total Assets EOY | $42,038,332 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $71,661,765 | TotalAssetsEOYFMVAmt |
| Loans From Officers BOY | $5,000 | LoansFromOfficersBOYAmt |
| Total Liabilities BOY | $5,000 | 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 | $36,847,268 | RetainedEarningBOYAmt |
| Retained Earning EOY | $42,038,332 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $36,847,268 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $42,038,332 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $36,852,268 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $42,038,332 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $36,847,268 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $5,191,064 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $42,038,332 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $42,038,332 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| GGHC SHORT TERM - SCHEDULE AVAILABLE UPON REQUEST | P | $4,784,313 | $6,306,798 | -$1,522,485 | -$1,522,485 |
| GGHC LONG TERM - SCHEDULE AVAILABLE UPON REQUEST | P | $16,387,360 | $5,744,888 | $10,642,472 | $10,642,472 |
| CLASS ACTION SETTLEMENT | P | $907 | $907 | $907 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $9,120,894 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $3,432,161 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $59,738,410 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.057453 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,185,386 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $45,508,377 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.048022 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,153,778 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $39,151,324 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.055012 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $2,246,941 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $36,986,103 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.060751 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $2,155,938 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $26,237,815 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.082169 | DistributionYr5Rt |
| Total Distribution | 0.303407 | TotalDistributionRt |
| Average Distribution | 0.060681 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $70,218,287 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $4,260,916 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $93,662 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $4,354,578 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $5,026,471 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $93,662 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $93,662 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $93,662 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $101,679 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $100,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $201,679 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $820 | EsPenaltyAmt |
| Overpayment | $107,197 | OverpaymentAmt |
| Applied To ES Tax | $107,197 | 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 | 0 | 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 | WAGNER FERBER FINE ACKERMAN PL | IndividualWithBooksNm |
| Phone | 2125761829 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 237 WEST 35TH ST SUITE 1001 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10001 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BENJAMIN FRIEDMAN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 120 KELLOGG ROAD | AddressLine1Txt |
| City | SHEFFIELD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01257 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PRESIDENT | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 15.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE FOUNDATION ACCOMPLISHES ITS CHARITABLE PURPOSES SOLELY THROUGH A PROGRAM OF MAKING CHARITABLE GIFTS AND DOES NOT CONDUCT ANY DIRECT CHARITABLE ACTIVITIES OR MAKE PROGRAM RELATED INVESTMENTS. THEREFORE, FURTHER ALLOCATION OF ADMINISTRATIVE EXPENSES IS NOT REQUIRED. | Description1Txt |
| Expenses1 | $5,026,471 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $57,393,540 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $13,894,061 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $71,287,601 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $71,287,601 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,069,314 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $70,218,287 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,510,914 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,510,914 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $93,662 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $93,662 | TotalTaxAmt |
| Distributable Before Adj | $3,417,252 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,417,252 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,417,252 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,026,471 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $5,026,471 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $93,662 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $4,932,809 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,417,252 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $188,924 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $215,656 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $54,190 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $550,236 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,009,006 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $5,026,471 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,417,252 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,609,219 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,618,225 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,618,225 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $188,924 | ExcessFromYear4Amt |
| Excess From Year3 | $215,656 | ExcessFromYear3Amt |
| Excess From Year2 | $54,190 | ExcessFromYear2Amt |
| Excess From Year1 | $550,236 | ExcessFromYear1Amt |
| Excess From Current Year | $1,609,219 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | BENJAMIN FRIEDMAN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (97 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ALASKA COMMUNITY ON TOXICS MG | ||||||
| 1225 E INTERNATIONAL AIRPORT RD 220 | ANCHORAGE | AK | 99518 | PUBLIC CHARITY | CIVIC | $30,000 |
| ALLIANCE FOR DEMOCRACY | ||||||
| 21 MAIN ST 4 | HUDSON | MA | 01749 | PUBLIC CHARITY | CIVIC | $5,000 |
| ALTERNATIVE RADIORISE UP | ||||||
| PO BOX 551 | BOULDER | CO | 80306 | PUBLIC CHARITY | NEWS & INFORMATION | $25,000 |
| AMERICAN PROMISE EDUCATION FUND | ||||||
| 33 BRADFORD STREET | CONCORD | MA | 01742 | PUBLIC CHARITY | CIVIC | $25,000 |
| BERKSHIRE ENVIRONMENTAL ACTION TEAM | ||||||
| 20 CHAPEL STREET | PITTSFIELD | MA | 01201 | PUBLIC CHARITY | ENVIRONMENTAL | $40,000 |
| BERKSHIRE NAT'L RESOURCES CTR | ||||||
| 20 BANK ROW | PITTSFIELD | MA | 01201 | PUBLIC CHARITY | ENVIRONMENTAL | $25,000 |
| BLUE RIDGE ENVIRONMENTAL DEFENSE LEAGUE | ||||||
| PO BOX 88 | GLENDALE SPRINGS | NC | 28629 | PUBLIC CHARITY | ENVIRONMENTAL | $25,000 |
| BOLD ALLIANCE | ||||||
| 125 WEST PLUM ST | DONIPHAN | NE | 68832 | PUBLIC CHARITY | CIVIC | $100,000 |
| BRAVE NEW FOUNDATION | ||||||
| 10510 CULVER BLVD | CULVER CITY | CA | 90232 | PUBLIC CHARITY | CIVIC | $25,000 |
| BUCKEYE ENVIRONMENTAL NETWORK | ||||||
| PO BOX 824 | ATHENS | OH | 45701 | PUBLIC CHARITY | ENVIRONMENTAL | $20,000 |
| CENTER FOR DRUG EVALUATION & RESEARCH | ||||||
| 5901-B AMMENDALE ROAD | BELTSVILLE | MD | 20705 | PUBLIC CHARITY | CIVIC | $200,000 |
| CENTER FOR ECOLOGICAL TECHNOLOGY | ||||||
| 112 ELM ST | PITTSFIELD | MA | 01201 | PUBLIC CHARITY | ENVIRONMENTAL | $10,000 |
| CENTER FOR HEALTH ENV & JUSTICE | ||||||
| 7139 SHREVE RD | FALLS CHURCH | VA | 22046 | PUBLIC CHARITY | CIVIC | $150,000 |
| CENTER FOR MEDIA & DEMOCRACY | ||||||
| PO BOX 259010 | MADISON | WI | 53725 | PUBLIC CHARITY | NEWS AND INFORMATION | $100,000 |
| CENTER FOR RESPONSIVE POLITICS | ||||||
| 1300 L ST NW STE 200 | WASHINGTON | DC | 20005 | PUBLIC CHARITY | CIVIC | $25,000 |
| CHANGE CORPS ACADEMY | ||||||
| 1543 WAZEE ST - STE 400 | DENVER | CO | 80202 | PUBLIC CHARITY | CIVIC | $10,000 |
| CICJ - AUDIT ELECTIONS | ||||||
| PO BOX 26361 | TUCSON | AZ | 85726 | PUBLIC CHARITY | CIVIC | $20,000 |
| CLEAN PRODUCTION ACTION | ||||||
| 1310 BROADWAY | SOMERVILLE | MA | 02144 | PUBLIC CHARITY | ENVIRONMENTAL | $25,000 |
| CLEAN WATER FOR NORTH CAROLINA | ||||||
| 1070 TUNNEL RD BLDG 4 STE 1 | ASHEVILLE | NC | 28805 | PUBLIC CHARITY | ENVIRONMENTAL | $40,000 |
| CLEAN WATER FUND | ||||||
| 1444 I STREET SUITE 400 | WASHINGTON | DC | 20005 | PUBLIC CHARITY | ENVIRONMENTAL | $40,000 |
| CLIMATE DISOBEDIENCE CTR | ||||||
| 294 WASHINGTON ST 500 | BOSTON | MA | 02108 | PUBLIC CHARITY | ENVIRONMENTAL | $20,000 |
| COALITION FOR GOOD GOVERNANCE | ||||||
| 1520 CRESS CT | BOULDER | CO | 80304 | PUBLIC CHARITY | CIVIC | $10,000 |
| COALSWARMCOMING CLEAN INC | ||||||
| 28 VERNON ST STE 434 | BRATTLEBORO | VT | 05301 | PUBLIC CHARITY | ENVIRONMENTAL | $50,000 |
| COMMUNITIES UNITED FOR ACTION | ||||||
| 18214 DREMAN AVE | CINCINNATI | OH | 45223 | PUBLIC CHARITY | CIVIC | $25,000 |
| CONSORTIUM FOR INDUSTRIAL JOURNALISM | ||||||
| 2200 WILSON BLVD STE 102231 | ARLINGTON | VA | 22201 | PUBLIC CHARITY | NEWS AND INFORMATION | $25,000 |
| CURIOUS COMMUNICATIONSL FLANDERS | ||||||
| PO BOX 1565 | NEW YORK | NY | 10013 | PUBLIC CHARITY | MEDIA & INFORMATION | $25,000 |
| DEMOCRACY 21 | ||||||
| 2000 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20036 | PUBLIC CHARITY | CIVIC | $25,000 |
| DEMOCRACY NOW | ||||||
| PO BOX 1838 | NEW YORK | NY | 10013 | PUBLIC CHARITY | CIVIC | $10,000 |
| EARTH ISLAND INSTITUTE | ||||||
| 2150 ALLSTON WAY SUITE 460 | BERKELEY | CA | 94704 | PUBLIC CHARITY | ENVIRONMENTAL | $35,000 |
| EARTHWORKS | ||||||
| 1626 K ST NW STE 904 | WASHINGTON | DC | 20036 | PUBLIC CHARITY | ENVIRONMENTAL | $25,000 |
| EDGE FOUNDERS ALLIANCE | ||||||
| 2017 FAIRVIEW AVE E STE 1 | SEATTLE | WA | 98102 | PUBLIC CHARITY | CIVIC | $1,000 |
| ENVIRONMENT MASS RESEARCH & POLICY CTR | ||||||
| 294 WASHINGTON ST STE 500 | BOSTON | MA | 02108 | PUBLIC CHARITY | ENVIRONMENTAL | $20,000 |
| ENVIRONMENTAL HEALTH STRATEGY CTR OF ME | ||||||
| 565 CONGREE ST | PORTLAND | ME | 04101 | PUBLIC CHARITY | ENVIRONMENTAL | $50,000 |
| FAIRNESS & ACCURACY IN REPORTING | ||||||
| 124 W 30TH ST STE 201 | NEW YORK | NY | 10001 | PUBLIC CHARITY | NEWS AND INFORMATION | $25,000 |
| FOOD & ENVIRONMENTAL REPORTING NETWORK | ||||||
| 575 FIFTH AVE | NEW YORK | NY | 10036 | PUBLIC CHARITY | ENVIRONMENTAL | $15,000 |
| FOOD & WATER WATCH | ||||||
| 1616 P ST NW | WASHINGTON | DC | 20036 | PUBLIC CHARITY | ENVIRONMENTAL | $45,000 |
| FREE SPEECH FOR PEOPLE | ||||||
| 505 WEST 38TH ST UNIT A4 | AUSTIN | TX | 78705 | PUBLIC CHARITY | CIVIC | $20,000 |
| GLOBAL ALLIANCE FOR INCINERATOR ACTION | ||||||
| 1958 UNIVERSITY AVE | BERKELEY | CA | 94704 | PUBLIC CHARITY | ENVIRONMENTAL | $30,000 |
| GLOBAL ENERGY MONITOR | ||||||
| 1254 UTAH ST | SAN FRANCISCO | CA | 94110 | PUBLIC CHARITY | ENVIRONMENTAL | $25,000 |
| GLOBAL PRESS INSTITUTE | ||||||
| 700 PENNSYLVANIA AVE SE STE 2070 | WASHINGTON | DC | 20003 | PUBLIC CHARITY | MEDIA & INFORMATION | $25,000 |
| GOVERNMENT ACCOUNTABILITY PROJECT | ||||||
| 1612 K ST NW 1100 | WASHINGTON | DC | 20006 | PUBLIC CHARITY | CIVIC | $25,000 |
| GREENPEACE | ||||||
| 702 H ST NW STE 300 | WASHINGTON | DC | 20001 | PUBLIC CHARITY | ENVIRONMENTAL | $40,000 |
| HAVE JUSTICE WILL TRAVEL | ||||||
| 9580 VERMONT ROUTE 113 | VERSHIRE | VT | 05079 | PUBLIC CHARITY | CIVIC | $10,000 |
| HONOR THE EARTH | ||||||
| 607 MAIN AVE | CALLOWAY | MN | 56521 | PUBLIC CHARITY | ENVIRONMENTAL | $25,000 |
| HOUSATONIC RIVER INITIATIVE | ||||||
| PO BOX 321 | LENOX DALE | MA | 01242 | PUBLIC CHARITY | ENVIRONMENTAL | $15,000 |
| INDEPENDENT MEDIA INSTITUTE | ||||||
| 18 W 21ST ST STE 901 | NEW YORK | NY | 10010 | PUBLIC CHARITY | MEDIA AND INFORMATION | $10,000 |
| INDIGENOUS ENVIRONMENTAL NETWORK | ||||||
| PO BOX 485 | BEMIDJI | MN | 56619 | PUBLIC CHARITY | ENVIRONMENTAL | $20,000 |
| INSTITUTE FOR AGRICULTURE & TRADE POLICY | ||||||
| 2105 1ST AVE S | MINNEAPOLIS | MN | 55404 | PUBLIC CHARITY | ENVIRONMENTAL | $50,000 |
| INSTITUTE FOR PUBLIC ACCURACY & EXPOSE FACTS | ||||||
| 1714 FRANKLIN ST 100-133 | OAKLAND | CA | 94612 | PUBLIC CHARITY | CIVIC | $50,000 |
| JUSTICE THROUGH MUSIC | ||||||
| 8416 WESTMONT TER | BETHESDA | MD | 20817 | PUBLIC CHARITY | CIVIC | $25,000 |
| LOUISIANA BUCKET BRIGADE | ||||||
| 2803 ST PHILIP ST | NEW ORLEANS | LA | 70119 | PUBLIC CHARITY | MEDIA | $25,000 |
| LOUISIANA RISE FBO SOUTHWEST RANCH | ||||||
| PO BOX 112 | RAYNE | LA | 70578 | PUBLIC CHARITY | ENVIRONMENTAL | $10,000 |
| MTA FUND | ||||||
| PO BOX 188617 | SACRAMENTO | CA | 95818 | PUBLIC CHARITY | CIVIC | $15,000 |
| MASS PIRG EDUCATION FUND | ||||||
| 294 WASHINGTON ST STE 500 | BOSTON | MA | 02108 | PUBLIC CHARITY | CIVIC | $20,000 |
| MASSACHUSETTS AUDUBON | ||||||
| 208 GREAT SOUTH RD | LINCOLN | MA | 01773 | PUBLIC CHARITY | ENVIRONMENTAL | $5,000 |
| MONTANA FREE PRESS | ||||||
| PO BOX 1425 | HELENA | MT | 59624 | PUBLIC CHARITY | NEWS & INFORMATION | $10,000 |
| MOVEMENT VOTER PROJECT | ||||||
| PO BOX 749 | NOTHAMPTON | MA | 01061 | PUBLIC CHARITY | CIVIC | $5,000 |
| NATIONAL LAWYER GUILD FOUNDATION | ||||||
| 132 NASSAU ST | NEW YORK | NY | 10038 | PUBLIC CHARITY | CIVIC | $25,000 |
| NEW ECONOMY COALITION | ||||||
| PO BOX 441592 | SOMERVILLE | MA | 02144 | PUBLIC CHARITY | MEDIA & INFORMATION | $35,000 |
| NEW ENGLAND GRASS ROOTS ENVIR FUND | ||||||
| 55 MAIN ST 128 | NEWMARKET | NH | 03857 | PUBLIC CHARITY | ENVIRONMENTAL | $600,000 |
| NEW WORLD FOUNDATION | ||||||
| 680 WEST END AVE | NEW YORK | NY | 10025 | PUBLIC CHARITY | CIVICS | $100,000 |
| NPRORGON THE MEDIA | ||||||
| 1111 NORTH CAPITAL ST NE | WASHINGTON | DC | 20002 | PUBLIC CHARITY | MEDIA & INFORMATION | $2,500 |
| OIL CHANGE INSTITUTE | ||||||
| 714 G STREET 202 | WASHINGTON | DC | 20003 | PUBLIC CHARITY | ENVIRONMENTAL | $30,000 |
| PALAST INVESTIGATIVE FUND | ||||||
| 3357 CEHUENGA BLVD W 13 | LOS ANGELES | CA | 90068 | PUBLIC CHARITY | NEWS & INFORMATION | $30,000 |
| PAPER TIGERORG | ||||||
| 104 MONTGOMERY ST | BROOKLYN | NY | 11225 | PUBLIC CHARITY | MEDIA | $20,000 |
| POCLAD | ||||||
| PO BOX 18465 | CLEVELAND HEIGHTS | OH | 44118 | PUBLIC CHARITY | CIVIC | $5,000 |
| POST CARBON INSTITUTE | ||||||
| 800 SW WASHINGTON AVE SUITE 5 | CORVALLIS | OR | 97333 | PUBLIC CHARITY | ENVIRONMENTAL | $25,000 |
| PROJECT ON GOVERNMENT OVERSIGHT | ||||||
| 1100 G STREET NW STE 500 | WASHINGTON | DC | 20005 | PUBLIC CHARITY | CIVIC | $30,000 |
| PROTEUS FUND INC | ||||||
| 15 RESEARCH DR STE B | AMHERST | MA | 01002 | PUBLIC CHARITY | CIVIC | $25 |
| RADIOLAB | ||||||
| 160 VARICK ST | NEW YORK | NY | 10013 | PUBLIC CHARITY | MEDIA & INFORMATION | $2,500 |
| RAILROAD STREET YOUTH PROJECT | ||||||
| 60 BRIDGE ST | GREAT BARRINGTON | MA | 01230 | PUBLIC CHARITY | EDUCATIONAL | $15,000 |
| REPRESENTUS EDUCATION FUND | ||||||
| PO BOX 60008 | FLORENCE | MA | 01062 | PUBLIC CHARITY | CIVIC | $20,000 |
| ROOTS ACTION EDUCATION CENTER | ||||||
| 1500 WEST EL CAMINO AVE 370 | SACRAMENTO | CA | 95833 | PUBLIC CHARITY | MEDIA & INFORMATION | $20,000 |
| ROSE FOUNDATION | ||||||
| 201 4TH ST STE 102 | OAKLAND | CA | 94607 | PUBLIC CHARITY | ENVIRONMENTAL | $50,000 |
| RUCKUS | ||||||
| PO BOX 28741 | OAKLAND | CA | 94604 | PUBLIC CHARITY | MEDIA AND INFORMATION | $40,000 |
| S STEINGRABER | ||||||
| 43 BRIDGE RD | BROOKSVILLE | ME | 04617 | PUBLIC CHARITY | ENVIRONMENTAL | $15,000 |
| SCHUMACHER CENTER FOR A NEW ECONOMICS | ||||||
| 140 JUG END RD | GREAT BARRINGTON | MA | 01230 | PUBLIC CHARITY | CIVIC | $40,000 |
| SCIENCE & ENVIR HEALTH NETWORK | ||||||
| PO BOX 50733 | EUGENE | OR | 97405 | PUBLIC CHARITY | ENVIRONMENTAL | $250,000 |
| SHEFFIELD LAND TRUST | ||||||
| 96 S MAIN ST | SHEFFIELD | MA | 01257 | PUBLIC CHARITY | ENVIRONMENTAL | $40,000 |
| SOCM | ||||||
| 2507 MINERAL SPRINGS AVE STE D | KNOXVILLE | TN | 37917 | PUBLIC CHARITY | CIVIC | $25,000 |
| SOLIDAIRE | ||||||
| 15 RESEARCH DR STE B | AMHERST | MA | 01002 | PUBLIC CHARITY | CIVIC | $30,000 |
| SOUL FIRE FARM INSTITUTE | ||||||
| 1972 NY HWY 2 | PETERSBURG | NY | 12138 | PUBLIC CHARITY | ENVIRONMENTAL; CIVIC | $5,000 |
| STORY OF STUFF | ||||||
| 1442A WALNUT ST 272 | BERKELEY | CA | 94709 | PUBLIC CHARITY | MEDIA & INFORMATION | $55,000 |
| SUSTAINABLE MARKETS FOUNDATION | ||||||
| 45 W 36TH ST 6TH FL | NEW YORK | NY | 10018 | PUBLIC CHARITY | CIVIC | $1,236,000 |
| TEXAS CAMPAIGN FOR THE ENVIRONMENT FUND | ||||||
| 105 WEST RIVERSIDE DR | AUSTIN | TX | 78704 | PUBLIC CHARITY | ENVIRONMENTAL | $25,000 |
| THE BAIL PROJECT | ||||||
| PO BOX 750 | VENICE | CA | 90294 | PUBLIC CHARITY | CIVIC | $10,000 |
| THE LEAP | ||||||
| 31 JEFFERSON ST | NEW HAVEN | CT | 06511 | PUBLIC CHARITY | CIVIC | $10,000 |
| TOXICS ACTION CENTER | ||||||
| 294 WASHINGTON ST 500 | BOSTON | MA | 02108 | PUBLIC CHARITY | ENVIRONMENTAL | $35,000 |
| TRUE NORTH RESEARCH | ||||||
| PO BOX 259010 | MADISON | WI | 53725 | PUBLIC CHARITY | MEDIA & EDUCATION | $150,000 |
| TRUTHOUT | ||||||
| PO BOX 276414 | SACRAMENTO | CA | 95827 | PUBLIC CHARITY | NEWS AND INFORMATION | $40,000 |
| ULTIMATE CIVICSEARTH ISLAND INSTITUTE | ||||||
| 2150 ALLSTON WAY SUITE 460 | BERKELEY | CA | 94704 | PUBLIC CHARITY | CIVIC | $10,000 |
| UNKOCH MY CAMPUS | ||||||
| PO BOX 19405 | WASHINGTON | DC | 20036 | PUBLIC CHARITY | ENVIRONMENTAL | $20,000 |
| WAMC | ||||||
| PO BOX 66600 | ALBANY | NY | 12206 | PUBLIC CHARITY | MEDIA & INFORMATION | $5,000 |
| WEST VIRGINIA RIVERS COALITION | ||||||
| 3501 MACCORKLE AVE SE 129 | CHARLESTON | WV | 25304 | PUBLIC CHARITY | ENVIRONMENTAL | $30,000 |
| WESTERN MINING NATION NETWORK | ||||||
| 220 S 27TH ST STE B | BILLINGS | MT | 59101 | PUBLIC CHARITY | ENVIRONMENTAL | $40,000 |
| WILDFIRE PROJECTSOCIAL GOOD FUND | ||||||
| 2393 COLLINS AVE | PINOLE | FL | 94564 | PUBLIC CHARITY | CIVIC | $25,000 |
| WORKING WORLD | ||||||
| 116 NASSAU ST RM 513 | NEW YORK | NY | 10013 | PUBLIC CHARITY | CIVIC | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,972,025 | 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 | $212,162 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $103,519 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $9,120,894 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $315,681 | ExclusionAmt |
| Related Or Exempt Function Incm | $9,120,894 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $9,436,575 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 8 | LineNumberTxt |
| Relationship Statement | ASSETS USED TO MAKE FOUNDATION GRANTS WERE INVESTED FOR GROWTH. | RelationshipStatementTxt |
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 (4 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| BENJAMIN FRIEDMAN | |||||||
| 1 | 120 KELLOGG ROAD | SHEFFIELD | MA | 01257 | $126,141 | Yes (X) | |
| BENJAMIN FRIEDMAN | |||||||
| 2 | 120 KELLOGG ROAD | SHEFFIELD | MA | 01257 | $555,516 | Yes (X) | |
| BENJAMIN FRIEDMAN | |||||||
| 3 | 120 KELLOGG ROAD | SHEFFIELD | MA | 01257 | $134,692 | Yes (X) | |
| BENJAMIN FRIEDMAN | |||||||
| 4 | 120 KELLOGG ROAD | SHEFFIELD | MA | 01257 | $35,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 404 SHARES AMAZON.COM | $126,141 | 2019-04-11 |
| 2 | 15132 SHARES FACEBOOK.COM | $555,516 | 2019-04-11 |
| 3 | 431 SHARES AMAZON.COM | $134,692 | 2019-10-04 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $23,000 | Amt |
| Net Investment Income | $17,250 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,750 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK AT COST - SCHEDULES AVAILABLE UPON REQUEST | StockNm |
| EOY Book Value | $25,784,768 | EOYBookValueAmt |
| EOYFMV | $55,417,201 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADR FEES | $497 | $497 | $0 |
| BANK CHARGES | $35 | $35 | $0 |
| CONSULTING | $46,500 | $0 | $46,500 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BENJAMIN FRIEDMAN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 120 KELLOGG ROAD | AddressLine1Txt |
| City | SHEFFIELD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01257 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAXES | $52,000 | $52,000 | $0 |
| FILING FEE | $375 | $0 | $375 |
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