MICHAEL B RUKIN CHARITABLE FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- MICHAEL B RUKIN CHARITABLE FOUNDATION (EIN 22-2992115)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-09-28
- IRS object ID
- 202022729349100417
- Schema version
- 2019v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-09-28T12:09:25-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 823840465 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UMBREIT WILECZEK & ASSOCIATES PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 714 E BALTIMORE PIKE | AddressLine1Txt |
| City | KENNETT SQUARE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19348 | 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 | 222992115 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHAEL B RUKIN CHARITABLE | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MICH | BusinessNameControlTxt |
| Phone | 6105942065 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401E GORDON DRIVE | AddressLine1Txt |
| City | EXTON | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19341 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MORREEN NAOMI RUKIN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6105942065 | PhoneNum |
| Signature | 2020-09-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KATHLEEN A WILECZEK CPA | PreparerPersonNm |
| PTIN | P01410073 | PTIN |
| Phone | 6104443222 | PhoneNum |
| Preparation | 2020-09-22 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 96.93.19.209 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-09-28 | IPDt |
| IP Tm | 12:09:25 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DF0F8C451632EFCDF3ADEB54FA0F8F9F888BD494 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 7813B054B0CE25D82A39DEDB6C83B2FE18C54D88 | 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 | $8,464,860 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $200,182 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $200,182 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $207,383 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $704,397 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $207,383 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$229,442 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $84 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $178,123 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $407,649 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $35,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $17,500 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $17,500 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,025 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,012 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,013 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $45,858 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $34,749 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $11,109 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,134 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $60 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $3,074 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $10,766 | TravConfMeetingRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $652 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $99,435 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $54,321 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $33,696 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $438,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $438,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $537,935 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $54,321 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $472,196 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$359,812 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $353,328 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $821,419 | CashBOYAmt |
| Cash EOY | $430,890 | CashEOYAmt |
| Cash EOYFMV | $430,890 | CashEOYFMVAmt |
| Corporate Stock BOY | $6,185,434 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,199,314 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,779,475 | CorporateStockEOYFMVAmt |
| Corporate Bonds EOY | $1,233,868 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,254,495 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $7,006,853 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,864,072 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,464,860 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $1,500,018 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $739,503 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,500,018 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $739,503 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $5,506,835 | CapitalStockBOYAmt |
| Capital Stock EOY | $6,124,569 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,506,835 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,124,569 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,006,853 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,864,072 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,506,835 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$359,812 | ExcessRevenueOverExpensesAmt |
| Other Increases | $977,546 | OtherIncreasesAmt |
| Subtotal | $6,124,569 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $6,124,569 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| P | $46,557 | $44,728 | $1,829 | $1,829 |
| P | $528,246 | $452,286 | $75,960 | $75,960 |
| P | $79,585 | $79,585 | $79,585 | |
| P | $45,299 | $45,299 | $45,299 | |
| P | $1,560 | $1,560 | $1,560 | |
| P | $1,397 | $1,397 | $1,397 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $207,383 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $3,389 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $423,831 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $8,060,000 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.052584 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $362,353 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $7,390,237 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.049031 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $332,008 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $6,677,169 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.049723 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $235,829 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $7,410,091 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.031825 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $31,421 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,699,738 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.008493 | DistributionYr5Rt |
| Total Distribution | 0.191656 | TotalDistributionRt |
| Average Distribution | 0.038331 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $8,018,017 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $307,339 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,533 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $310,872 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $472,196 | 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 | $3,533 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,533 | SubtotalAmt |
| Tax Based On Investment Income | $3,533 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,244 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $3,244 | TotalPaymentsAndCreditsAmt |
| Tax Due | $289 | TaxDueAmt |
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 | MA | 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 |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | MORREEN NAOMI RUKIN | IndividualWithBooksNm |
| Phone | 6105942065 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O CRS 401E GORDON DRIVE | AddressLine1Txt |
| City | EXTON | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19341 | 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 |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MORREEN NAOMI RUKIN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401E GORDON DRIVE | AddressLine1Txt |
| City | EXTON | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19341 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 5.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $35,000 | 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 |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $7,413,479 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $726,640 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,140,119 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $8,140,119 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $122,102 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,018,017 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $400,901 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $400,901 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,533 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,533 | TotalTaxAmt |
| Distributable Before Adj | $397,368 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $397,368 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $397,368 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $472,196 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $472,196 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $3,533 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $468,663 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $397,368 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $274,590 | UndistributedIncomePYAmt |
| Qualifying Distributions | $472,196 | QualifyingDistributionsAmt |
| Applied To Year1 | $274,590 | AppliedToYear1Amt |
| Applied To Current Year | $197,606 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $199,762 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (32 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| AGAHOZO SHALOM YOUTH VILLAGE | |||||||||
| 620 EIGHTH AVENUE | 19TH FL | NEW YORK | NY | 10018 | NONE | NONPROFIT | UNRESTRICTED | $9,000 | |
| AKIVA HIGH SCHOOL | |||||||||
| 26500 SHAKER BLVD | BEACHWOOD | OH | 44122 | NONE | EDUCATION | UNRESTRICTED | $250 | ||
| ALEX'S LEMONADE STAND FDN | |||||||||
| 111 PRESIDENTIAL BLVD | SUITE 203 | BALA CYNWYD | PA | 19004 | NONE | NONPROFIT | UNRESTRICTED | $1,625 | |
| AMERICAN BRAIN TUMOR ASSOCIATION | |||||||||
| 8550 2 BRYN MAWR AVE | STE 550 | CHICAGO | IL | 60631 | NONE | NONPROFIT | UNRESTRICTED | $500 | |
| AMERICAN HEART ASSOCIATION | |||||||||
| 7272 GREENVILLE AVE | DALLAS | TX | 75231 | NONE | NONPROFIT | UNRESTRICTED | $50 | ||
| BIRTHRIGHT ISRAEL FOUNDATION | |||||||||
| PO BOX 21615 | NEW YORK | NY | 10087 | NONE | NONPROFIT | UNRESTRICTED | $40,000 | ||
| BOSTON CHILDRENS HOSPITAL | |||||||||
| 300 LONGWOOD AVENUE | BOSTON | MA | 02115 | NONE | NONPROFIT | CANCER RESEARCH | $110,000 | ||
| BOULDER FOOD RESCUE | |||||||||
| PO BOX 284 | BOULDER | CO | 803060284 | NONE | NONPROFIT | UNRESTRICTED | $500 | ||
| BOULDER JCC | |||||||||
| 6007 OREGON AVE | BOULDER | CO | 80303 | NONE | NONPROFIT | UNRESTRICTED | $2,000 | ||
| BRIDGE TO HOPE | |||||||||
| 1815 W MISSOURI AVE 105 | PHOENIX | AZ | 85015 | NONE | NONPROFIT | UNRESTRICTED | $30,000 | ||
| BRIDGE HOUSE | |||||||||
| 4150 EARHART BOULEVARD | NEW ORLEANS | LA | 70125 | NONE | NONPROFIT | UNRESTRICTED | $500 | ||
| CHILDREN'S TUMOR FOUNDATION | |||||||||
| 120 WALL ST | NEW YORK | NY | 10005 | NONE | NONPROFIT | UNRESTRICTED | $750 | ||
| COMMUNITY FIRST FOUNDATION | |||||||||
| 5855 WADSWORTH BYPASS | UNIT A | ARVADA | CO | 80003 | NONE | NONPROFIT | UNRESTRICTED | $500 | |
| CRADLES TO CRAYONS | |||||||||
| 30 CLIPPER ROAD | CONSHOHOCKEN | PA | 19428 | NONE | NONPROFIT | UNRESTRICTED | $750 | ||
| ETOWN | |||||||||
| PO BOX 954 | BOULDER | CO | 80306 | NONE | NONPROFIT | UNRESTRICTED | $1,000 | ||
| FOUNDATION FOR FREE ENTERPRISE | |||||||||
| 3076 W 12TH ST | ERIE | PA | 16505 | NONE | EDUCATION | FREE ENTERPRISE WEEK | $5,875 | EDUCATION | |
| GATHERING PLACE | |||||||||
| 1535 N HIGH ST | DENVER | CO | 80218 | NONE | NONPROFIT | UNRESTRICTED | $1,500 | ||
| GLOBAL GOOD FUND | |||||||||
| 10211 WINCOPIN CIRCLE | SUITE 300 | COLUMBIA | MD | 21044 | NONE | NONPROFIT | UNRESTRICTED | $7,000 | |
| HAWKEN SCHOOL | |||||||||
| 5000 CLUBSIDE RD | LYNDHURST | OH | 44124 | NONE | EDUCATIONAL | UNRESTRICTED | $6,000 | ||
| HAZON | |||||||||
| 125 MAIDEN LANE | SUITE 8B | NEW YORK | NY | 10038 | NONE | NONPROFIT | UNRESTRICTED | $2,500 | |
| HIAS | |||||||||
| 1300 SPRING STREET | SUITE 500 | SILVER SPRING | MD | 20910 | NONE | NONPROFIT | UNRESTRICTED | $175,000 | |
| HILLEL INTERNATIONAL | |||||||||
| 800 EIGHTH STREET NW | WASHINGTON | DC | 200013724 | NONE | NONPROFIT | UNRESTRICTED | $10,000 | ||
| HOME OF THE SPARROW | |||||||||
| 969 E SWEDESFORD RD | EXTON | PA | 19341 | NONE | NONPROFIT | UNRESTRICTED | $1,250 | ||
| INTERFAITH FAMILY | |||||||||
| PO BOX 720206 | DALLAS | TX | 75372 | NONE | NONPROFIT | UNRESTRICTED | $7,000 | ||
| MONTGOMERY SCHOOL | |||||||||
| 1141 KIMBERTON ROAD | CHESTER SPRINGS | PA | 19425 | NONE | EDUCATION | UNRESTRICTED | $500 | ||
| NO KID HUNGRY | |||||||||
| PO BOX 75475 | BALTIMORE | MD | 21275 | NONE | NONPROFIT | UNRESTRICTED | $3,250 | SHARE OUR STRENGTH | |
| PEF ISRAEL ENDOWMENT | |||||||||
| 630 3RD AVE | NEW YORK | NY | 10017 | NONE | NONPROFIT | UNRESTRICTED | $16,000 | ||
| RESCUE VILLAGE | |||||||||
| 15463 CHILLICOTHE RD | RUSSELL TOWNSHIP | OH | 44072 | NONE | NONPROFIT | UNRESTRICTED | $200 | ||
| SHANEROCK | |||||||||
| PO BOX | ROCKY RIVER | OH | 44116 | NONE | NONPROFIT | UNRESTRICTED | $750 | ||
| ST BALDRICK'S | |||||||||
| 1333 S MAYFLOWER AVE | STE 400 | MONROVIA | CA | 91016 | NONE | NONPROFIT | UNRESTRICTED | $250 | |
| UH INSTITUTIONAL RELATIONS & DEV | |||||||||
| PO BOX 94554 | CLEVELAND | OH | 44101 | NONE | NONPROFIT | UNRESTRICTED | $2,000 | ||
| UNIVERSITY OF NEW HAMPSHIRE | |||||||||
| 150 MAIN STREET | DURHAM | NH | 03824 | NONE | NONPROFIT | UNRESTRICTED | $2,000 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $438,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $200,182 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $84 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $207,383 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FROM K-1 | Desc |
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$229,526 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $178,039 | ExclusionAmt |
| Related Or Exempt Function Incm | $84 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $178,123 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING SERVICES | CategoryTxt |
| Amt | $4,025 | Amt |
| Net Investment Income | $2,012 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,013 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | GS 447-2 CORPORATE BONDS | BondNm |
| EOY Book Value | $1,233,868 | EOYBookValueAmt |
| EOYFMV | $1,254,495 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| SEI 9621 SECURITIES | $2,656,454 | $3,282,990 |
| GS 958-8 SECURITIES | $466,348 | $684,236 |
| GS 957-0 SECURITIES | $1,467,605 | $1,982,473 |
| GS 956-2 SECURITIES | $501,867 | $729,657 |
| GS 988-0 SECURITIES | $107,040 | $100,119 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| EXPENSES | |
| FROM K-1 | $652 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| OTHER INVESTMENT INCOME | $84 | $84 |
| FROM K-1 | -$229,526 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| TIMING DIFFERENCE | $296,329 |
| RETURN OF CAPITAL | $681,217 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFICIT IN PARTNERSHIP CAPITAL | Desc |
| BOY Book Value | $1,500,018 | BOYBookValueAmt |
| EOY Book Value | $739,503 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $34,749 | $34,749 | |
| PAYROLL SERVICE FEES | $1,122 | $1,122 | |
| OUTSIDE CONTRACT SERVICES | $4,000 | $4,000 | |
| INTEREST EXPENSE | $5,387 | $5,387 | |
| JEWISH FUNDERS NETWORK | $600 | $600 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| PAYROLL TAXES | $2,969 | $2,969 | |
| MA FILING FEE | $70 | $70 | |
| FOREIGN TAX PAID | $60 | $60 | |
| REGISTRATION FEES | $35 | $35 |
Comments