RUDERMAN FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- RUDERMAN FAMILY FOUNDATION (EIN 04-3334973)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-07-09
- IRS object ID
- 202031919349101408
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-07-09T14:06:06-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 050409384 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KAHN LITWIN RENZA & CO LTD | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 99 SUMMER STREET SUITE 520 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | 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 | 043334973 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RUDERMAN FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RUDE | BusinessNameControlTxt |
| Phone | 6175599919 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2150 WASHINGTON STREET | AddressLine1Txt |
| City | NEWTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02462 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAY RUDERMAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6175599919 | PhoneNum |
| Signature | 2020-07-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PAUL NADEAU | PreparerPersonNm |
| PTIN | P01406554 | PTIN |
| Phone | 6172368098 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 38.111.239.2 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-07-09 | IPDt |
| IP Tm | 11:34:03 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 1E57CEB5B7D9587DAC4623C2BBCEAEA5B92B8982 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 291FDBBA5B12F4A078B42FF26BBF1EA4279019B0 | 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 | $184,172,870 | 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 | $3,500 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $280,597 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $280,597 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $7,582,859 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $7,582,859 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $559,039 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $47,524,722 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $559,039 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $8,425,995 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $8,422,495 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $451,570 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $406,413 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $483,480 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $435,132 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $248,685 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $223,816 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $33,932 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $30,539 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $105,700 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $95,130 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $309,038 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $309,038 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $136,271 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $74,368 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $55,763 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $54,888 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $54,888 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $35,224 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $31,702 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,197,199 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,183,199 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,055,987 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $383,406 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,516,582 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $6,075,352 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $6,075,352 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $9,131,339 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $383,406 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $8,591,934 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$705,344 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $8,039,089 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,215,384 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,152,920 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,152,920 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $127,643,535 | CorporateStockBOYAmt |
| Corporate Stock EOY | $151,516,851 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $175,083,921 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $31,349,609 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $6,145,541 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $6,466,029 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $470,000 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $470,000 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $470,000 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $160,678,528 | TotalAssetsBOYAmt |
| Total Assets EOY | $160,285,312 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $184,172,870 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $23,077 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $14,943 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $23,077 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $14,943 | 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 | $160,655,451 | RetainedEarningBOYAmt |
| Retained Earning EOY | $160,270,369 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $160,655,451 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $160,270,369 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $160,678,528 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $160,285,312 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $160,655,451 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$705,344 | ExcessRevenueOverExpensesAmt |
| Other Increases | $320,262 | OtherIncreasesAmt |
| Subtotal | $160,270,369 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $160,270,369 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| NORTHERN TRUST #6858 | P | 2019-12-31 | $24,619,994 | $24,738,036 | -$118,042 | -$118,042 |
| NORTHERN TRUST #6858 | P | 2019-12-31 | $22,807,730 | $22,227,647 | $580,083 | $580,083 |
| CAPITAL GAINS DIVIDENDS | P | $96,998 | $96,998 | $96,998 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $559,039 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $8,065,593 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $180,165,060 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.044768 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $7,938,492 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $177,635,178 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.044690 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $6,980,793 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $172,321,234 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.040510 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $8,182,324 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $175,490,624 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.046625 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $6,172,592 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $159,035,506 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.038813 | DistributionYr5Rt |
| Total Distribution | 0.215406 | TotalDistributionRt |
| Average Distribution | 0.043081 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $178,882,078 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $7,706,419 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $80,391 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $7,786,810 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $8,591,934 | 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 | $80,391 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $80,391 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $80,391 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $98,780 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $98,780 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $18,389 | OverpaymentAmt |
| Applied To ES Tax | $18,389 | 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 | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.RUDERMANFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | JAY RUDERMAN | IndividualWithBooksNm |
| Phone | 6175599919 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2150 WASHINGTON STREET | AddressLine1Txt |
| City | NEWTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02462 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 | Yes (1) | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| 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 (7 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 |
|---|---|---|---|---|---|---|---|---|
| MARCIA RUDERMAN | ||||||||
| 2150 WASHINGTON STREET | NEWTON | MA | 02462 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JAY SETH RUDERMAN | ||||||||
| 2150 WASHINGTON STREET | NEWTON | MA | 02462 | PRESIDENT & TRUSTEE | 50.00 | $216,285 | $24,572 | $0 |
| SHARON ELLEN SHAPIRO | ||||||||
| 2150 WASHINGTON STREET | NEWTON | MA | 02462 | COMMUNITY LIAISON & TRUSTEE | 30.00 | $85,285 | $24,150 | $0 |
| TODD ADAM RUDERMAN | ||||||||
| 2150 WASHINGTON STREET | NEWTON | MA | 02462 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| SHIRA RUDERMAN | ||||||||
| 2150 WASHINGTON STREET | NEWTON | MA | 02462 | DIRECTOR | 40.00 | $150,000 | $1,464 | $0 |
| ANDRES SPOKOINY | ||||||||
| 2150 WASHINGTON STREET | NEWTON | MA | 02462 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| HANNA SHAUL BAR NISSIM | ||||||||
| 2150 WASHINGTON STREET | NEWTON | MA | 02462 | DEPUTY DIRECTOR | 40.00 | $91,480 | $21,278 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| MIRIAM HEYMAN | ||||||||
| 2150 WASHINGTON STREET | NEWTON | MA | 02462 | CHIEF INCLUSION OFFI | 40.00 | $69,712 | $5,774 | $0 |
| RINAT KISIN | ||||||||
| 2150 WASHINGTON STREET | NEWTON | MA | 02462 | PROGRAM OFFICER | 40.00 | $64,076 | $2,362 | $0 |
| OMER STEIN | ||||||||
| 2150 WASHINGTON STREET | NEWTON | MA | 02462 | EXECUTIVE ASSISTANT | 40.00 | $60,566 | $875 | $0 |
| CARRIE RUBINSTEIN | ||||||||
| 2150 WASHINGTON STREET | NEWTON | MA | 02462 | FORMER ADVOCACY ASSO | 40.00 | $40,705 | $10,764 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| THE NORTHERN TRUST COMPANY | |||||
| ONE INTERNATIONAL PLACE STE 1600 | BOSTON | MA | 02110 | INVESTMENT ADVISORY | $309,038 |
| KAHN LITWIN RENZA & CO LTD | |||||
| 951 NORTH MAIN STREET | PROVIDENCE | RI | 02904 | ACCOUNTING AND TAX | $105,700 |
| ROBERTSON TAYLOR PARTNERS | |||||
| 417 S ORANGE GROVE AVE | LOS ANGELES | CA | 90036 | PUBLIC RELATIONS | $51,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $179,485,753 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,120,418 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $181,606,171 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $181,606,171 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,724,093 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $178,882,078 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $8,944,104 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $8,944,104 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $80,391 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $80,391 | TotalTaxAmt |
| Distributable Before Adj | $8,863,713 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $8,863,713 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $8,863,713 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $8,591,934 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $8,591,934 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $80,391 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $8,511,543 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $8,863,713 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $811,415 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $8,591,934 | QualifyingDistributionsAmt |
| Applied To Year1 | $811,415 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $7,780,519 | 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 | $1,083,194 | 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 |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SHARON E SHAPIRO | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2150 WASHINGTON STREET | AddressLine1Txt |
| City | NEWTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02462 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6175999919 | RecipientPhoneNum |
| Form And Info And Materials | NOT APPLICABLE | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | ORGANIZATIONS MUST QUALIFY UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (61 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|
| ABLE THRIVE | ||||||||||
| 102 LOCKSLEY AVE APT 305 | SAN FRANCISCO | CA | 94122 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $1,000 | |||
| AMERICAN ISRAEL EDUCATION FOUND (AIEF) | ||||||||||
| 251 H STREET NW | WASHINGTON | DC | 20001 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $50,000 | |||
| AMERICAN JEWISH JOINT DISTRIBUTION COMM | ||||||||||
| 220 EAST 42ND STREET SUITE 400 | NEW YORK | NY | 10017 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $625,000 | |||
| AMERICAN SOCIETY OF THE UNIV OF HAIFA | ||||||||||
| 80 BROAD STREET | NEW YORK | NY | 10004 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $253,000 | |||
| AMIT CHILDREN INC | ||||||||||
| 817 BROADWAY | NEW YORK | NY | 10003 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $180 | |||
| ANTI-DEFAMATION LEAGUE (ADL) | ||||||||||
| 40 COURT STREET 12TH FLOOR | BOSTON | MA | 02478 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 | |||
| ASSN OF UNIV CTRS ON DISABILITIES (AUCD) | ||||||||||
| 1100 WAYNE AVE SUITE 1000 | SILVER SPRING | MD | 20910 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 | |||
| BAIS YAAKOV | ||||||||||
| 198 STRATHMORE ROAD | BRIGHTON | MA | 02135 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $500 | |||
| BOSTON JEWISH FILM FESTIVAL | ||||||||||
| 1001 WATERTOWN STREET 3RD FLOOR | WEST NEWTON | MA | 02465 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $540 | |||
| BOYS AND GIRLS CLUBS OF BOSTON INC | ||||||||||
| 200 HIGH ST SUITE 3B | BOSTON | MA | 02110 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 | |||
| BROOKLINE COMMUNITY MENTAL HEALTH CENTER | ||||||||||
| 41 GARRISON ROAD | BROOKLINE | MA | 02445 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $150,000 | |||
| CALVARY HOSPITAL | ||||||||||
| 1740 EASTCHESTER ROAD | BRONX | NY | 10461 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $500 | |||
| CITY OF LA DEPT ON DISABILITY | ||||||||||
| 201 NORTH FIGUEROA ST SUITE 100 | LOS ANGELES | CA | 90012 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $3,000 | |||
| COMBINED JEWISH PHILANTHROPIES | ||||||||||
| 126 HIGH STREET | BOSTON | MA | 02110 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $1,023,632 | |||
| CONGREGATION BETH ISRAEL (MALDEN) | ||||||||||
| 10 DEXTER STREET | MALDEN | MA | 02148 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $860 | |||
| EASTERSEALS SOUTHERN CALIFORNIA | ||||||||||
| 1063 MCGAW AVENUE SUITE 100 | IRVINE | CA | 92614 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $50,000 | |||
| EPSTEIN HILLEL SCHOOL | ||||||||||
| SIX COMMUNITY ROAD | MARBLEHEAD | MA | 01945 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $20,540 | |||
| GANN ACADEMY | ||||||||||
| 333 FOREST STREET | WALTHAM | MA | 02452 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $20,000 | |||
| GATEWAYS - ACCESS TO JEWISH EDUCATION | ||||||||||
| 333 NAHANTON SREET | NEWTON | MA | 02459 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $83,250 | |||
| HEBREW COLLEGE | ||||||||||
| 160 HERRICK ROAD | NEWTON CENTRE | MA | 02459 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $840 | |||
| HILLEL FOUNDATION FOR JEWISH CAMPUS LIFE | ||||||||||
| 800 8TH ST NW | WASHINGTON | DC | 20001 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $123,000 | |||
| JEWISH ADVOCATE | ||||||||||
| 15 SCHOOL STREET | BOSTON | MA | 02108 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $1,800 | |||
| JEWISH COMMUNITY CENTER OF GREATER BOSTON | ||||||||||
| 333 NAHANTON STREET | NEWTON | MA | 02459 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $15,000 | |||
| JEWISH COMMUNITY CENTER OF NORTH SHORE | ||||||||||
| 4 COMMUNITY ROAD | MARBLEHEAD | MA | 01945 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $15,000 | |||
| JEWISH COMMUNITY RELATIONS COUNCIL (JCRC) | ||||||||||
| 333 NAHANTON STREET | NEWTON | MA | 02459 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $500 | |||
| JEWISH FAMILY SERVICE | ||||||||||
| 4131 S BRAESWOOD BLVD | HOUSTON | TX | 77025 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $1,250 | |||
| JEWISH FEDERATION OF S PALM BEACH | ||||||||||
| 9901 DONNA KLEIN BLVD | BOCA RATON | FL | 33428 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 | |||
| JEWISH JOURNAL | ||||||||||
| 27 CONGRESS ST SUITE 501 | SALEM | MA | 01970 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 | |||
| MA GENERAL HOSPITALLURIE CENTER | ||||||||||
| 125 NASHUA STREET SUITE 540 | BOSTON | MA | 02114 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $100,000 | |||
| MACHNE ISRAEL INC | ||||||||||
| 770 EASTERN PARKWAY | BROOKLYN | NY | 11213 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $200,000 | |||
| MARY ANN BRETT FOOD PANTRY | ||||||||||
| 7 WEDMORE STREET | DORCHESTER | MA | 02125 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $1,000 | |||
| MCLEAN HOSPITAL | ||||||||||
| 115 MILL STREET | BELMONT | MA | 02478 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $11,500 | |||
| MIT SLOAN SCHOOL OF MANAGEMENT | ||||||||||
| 100 MAIN STREET | CAMBRIDGE | MA | 02142 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $276,000 | |||
| MMPP LLC | ||||||||||
| 7 OCEAN STREET | PORTLAND | ME | 04106 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $50,000 | |||
| NATIONAL DOWN SYNDROME SOCIETY | ||||||||||
| 8 EAST 41 STREET 8TH FLOOR | NEW YORK | NY | 10017 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $6,000 | |||
| NATIONAL ORGANIZATION ON DISABILITY | ||||||||||
| 77 WATER ST 204 | NEW YORK | NY | 10005 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 | |||
| NEW ENGLAND YACHAD (NJCD) | ||||||||||
| 384 HARVARD STREET | BROOKLINE | MA | 02446 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $250,000 | |||
| NORTHEAST ARC | ||||||||||
| 1 SOUTHSIDE ROAD | DANVERS | MA | 01923 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $1,000 | |||
| NORTHEASTERN UNIVERSITY | ||||||||||
| 360 HUNTINGTON AVENUE | BOSTON | MA | 02115 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $30,000 | |||
| PANCREATIC CANCER ACTION NETWORK | ||||||||||
| 1500 ROSECRANS AVE STE 200 | MANHATTAN BEACH | CA | 90266 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $360 | |||
| PEF ISRAEL ENDOWMENT FUND | ||||||||||
| 630 THIRD AVENUE SUITE 1501 | NEW YORK | NY | 10017 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $370,000 | |||
| PLUMMER YOUTH PROMISE | ||||||||||
| 37 WINTER ISLAND ROAD | SALEM | MA | 01970 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $3,600 | |||
| PROF BASEBALL ATHLETIC TRAINERS SOCIETY | ||||||||||
| 2001 BLAKE STREET | DENVER | CO | 80205 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $50,000 | |||
| RUDERMAN FAMILY FOUNDATION ISRAEL (AMUTAH) | ||||||||||
| NONE | OTHER | GENERAL PURPOSE | $1,750,000 | 12 ELI HOROVITZ | REHOVOT | IS | ||||
| SAMARITANS INC | ||||||||||
| 41 WEST STREET 4TH FLOOR | BOSTON | MA | 02111 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $1,000 | |||
| SHALOM LEARNING | ||||||||||
| 160 HERRICK ROAD | NEWTON | MA | 02459 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $1,000 | |||
| SOLOMON SCHECHTER DAY SCHOOL | ||||||||||
| 125 WELLS AVENUE | NEWTON | MA | 02459 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $1,000 | |||
| SOUTH SHORE TRANSFORMATION INC | ||||||||||
| 55 FOGG ROAD | SOUTH WEYMOUTH | MA | 02190 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $25,000 | |||
| SPECIAL OLYMPICS RHODE ISLAND | ||||||||||
| 370 GEORGE WASHINGTON HWY | SMITHFIELD | RI | 02917 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $25,000 | |||
| SUNDANCE INSTITUTE | ||||||||||
| 1500 KEARNS BLVD SUITE B110 | PARK CITY | UT | 84060 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $100,000 | |||
| THE GESHER FOUNDATION INC | ||||||||||
| 511 6TH AVENUE SUITE 444 | NEW YORK | NY | 10011 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $173,000 | |||
| THE RASHI SCHOOL | ||||||||||
| 8000 GREAT MEADOW ROAD | DEDHAM | MA | 02026 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 | |||
| THIS IS MY BRAVE | ||||||||||
| 443300 MERCURE CIRCLE SUITE 250D | DULLES | VA | 21066 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $25,000 | |||
| TWIN PALMS CENTER FOR THE DISABLED INC | ||||||||||
| 306 NW 35TH STREET | BOCA RATON | FL | 33431 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $1,000 | |||
| UNDERSTANDING OUR DIFFERENCES | ||||||||||
| 100 WALNUT ST | NEWTON | MA | 02460 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $2,000 | |||
| UNITED SYNAGOGUE OF CONSERVATIVE JUDAISM | ||||||||||
| 120 BROADWAY SUITE 1540 | NEW YORK | NY | 10271 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $50,000 | |||
| US INTL COUNCIL ON DISABILITIES | ||||||||||
| 2013 H STREET NW 2ND FLOOR | WASHINGTON | DC | 20006 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $2,500 | |||
| WILLOW HILL SCHOOL | ||||||||||
| 98 HAYNES ROAD | SUDBURY | MA | 01776 | NONE | PUBLIC CHARITY | GENERAL PUROPOSE | $5,000 | |||
| WOLF SCHOOL | ||||||||||
| 215 FERRIS AVENUE | EAST PROVIDENCE | RI | 02916 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $15,000 | |||
| YAD CHAIM | ||||||||||
| 269 SUMMIT AVENUE | BROOKLINE | MA | 02446 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 | |||
| YALE SCHOOL OF DRAMA | ||||||||||
| PO BOX 208244 222 YORK STREET | NEW HAVEN | CT | 06520 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $50,000 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $6,075,352 | 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 | $280,597 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,582,859 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $559,039 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $8,422,495 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $8,422,495 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $105,700 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $95,130 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | BONDS/OBLIGATIONS/HOLDINGS | BondNm |
| EOY Book Value | $6,145,541 | EOYBookValueAmt |
| EOYFMV | $6,466,029 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CORPORATE STOCK | $145,873,327 | $168,886,073 |
| REAL ESTATE FUNDS | $1,912,462 | $2,072,920 |
| COMMODITIES | $3,731,062 | $4,124,928 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CONVERTIBLE NOTE - THE AFFINITY PROJECT | AT COST | $100,000 | $100,000 |
| CONVERTIBLE NOTE - ANGEL SENSE LTD | AT COST | $370,000 | $370,000 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $33,932 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $30,539 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| COMPUTER SERVICES | $42,496 | $0 | $38,246 |
| DUES AND SUBSCIPTIONS | $46,362 | $0 | $41,726 |
| PROGRAM DEVELOPMENT & STRATEGY | $13,450 | $0 | $13,450 |
| INSURANCE | $4,976 | $0 | $4,479 |
| OFFICE EXPENSE | $43,476 | $0 | $39,129 |
| ORGANIZATIONAL DEVELOPMENT | $18,447 | $0 | $18,447 |
| PROGRAM EXPENSES AND MATERIALS | $1,025,293 | $0 | $1,025,293 |
| PAYROLL SERVICE | $2,699 | $0 | $2,429 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD TIMING ADJUSTMENT | Desc |
| Amt | $320,262 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CREDIT CARD PAYABLE | Desc |
| BOY Book Value | $23,077 | BOYBookValueAmt |
| EOY Book Value | $14,943 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $309,038 | Amt |
| Net Investment Income | $309,038 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $74,368 | $74,368 | $0 |
| PAYROLL TAXES | $61,403 | $0 | $55,263 |
| FEDERAL & STATE TAXES | $500 | $0 | $500 |