POSNER-WALLACE FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- POSNER-WALLACE FOUNDATION (EIN 52-6037555)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-04
- IRS object ID
- 202043099349101154
- 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
- Compensation Explanation
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Notes Loans Rcvbl Long Sch
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-04T15:32:12-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Hollow Ln Ste 212 | AddressLine1Txt |
| City | Lake Success | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | 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 | 526037555 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Posner-Wallace Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | POSN | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NICHOLAS POSNER | PersonNm |
| Person Title | treasurer | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2020-10-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 67.82.234.252 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 06391520203095000001 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-11-04 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | B19A53FA749DAD8C2EFDCAB0C5B79501992FC144 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | E515D0965B869FF508796E5476410F6D857E7743 | 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 | $5,001,659 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $332 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $332 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $117,098 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $111,040 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $107,538 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $240,848 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $113,117 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $17,558 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $14,637 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $242,526 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $239,126 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $14,999 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $14,999 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $7,215 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $7,215 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $7,739 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,387 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $7,981 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $7,981 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $22,503 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,261 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $21,242 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $60,437 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $9,863 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $44,222 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $244,960 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $244,960 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $305,397 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $9,863 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $289,182 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$62,871 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $229,263 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $80,930 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $182,614 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $182,614 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $419,418 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl BOY | $548,485 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $419,418 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $379,418 | OtherNtsAndLoansRcvblEOYFMVAmt |
| US Government Obligations BOY | $25,999 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $5,200 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $5,014 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $3,170,192 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,138,831 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,296,613 | CorporateStockEOYFMVAmt |
| Other Investments EOY | $16,672 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $100,000 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $38,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $38,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $38,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $3,863,606 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,800,735 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,001,659 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $3,863,606 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,800,735 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,863,606 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,800,735 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,863,606 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,800,735 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,863,606 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$62,871 | ExcessRevenueOverExpensesAmt |
| Subtotal | $3,800,735 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $3,800,735 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| Publicly-traded Securities | $240,848 | $127,777 | $113,071 | $113,071 |
| Passthrough K1 Capital Gain/(Loss) | $46 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $113,117 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $376,335 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,736,297 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.079458 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $375,996 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,891,804 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.076862 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $323,688 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,825,842 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.067074 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $291,837 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $5,062,228 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.05765 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $269,339 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $5,254,277 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.051261 | DistributionYr5Rt |
| Total Distribution | 0.332305 | TotalDistributionRt |
| Average Distribution | 0.066461 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,669,916 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $310,367 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,293 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $312,660 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $289,182 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,585 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $4,585 | SubtotalAmt |
| Tax Based On Investment Income | $4,585 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,900 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $1,730 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $4,630 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $45 | OverpaymentAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $45 | RefundAmt |
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 | DC | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (12 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 |
|---|---|---|---|---|---|---|---|---|
| Suzanne M Cohen | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Associate Trustee | 1.0 | $0 | $0 | $0 |
| Diana Erbsen | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee | 1.0 | $0 | $0 | $0 |
| James R Posner | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Chair Emeritus | 2.0 | $3,333 | $0 | $0 |
| Nicholas Posner | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee, CFO, treas | 3.0 | $3,333 | $0 | $0 |
| Jill Prosky | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee | 1.0 | $0 | $0 | $0 |
| Elisabeth Posner Schouten | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee | 1.0 | $0 | $0 | $0 |
| Andrew C Smith | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee | 1.0 | $0 | $0 | $0 |
| Rachel C Smith | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Chair, Pres, trustee | 3.0 | $5,000 | $0 | $0 |
| Sarah Smith | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Associate Trustee | 1.0 | $0 | $0 | $0 |
| Robert P Smith II | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee, Sec | 2.0 | $3,333 | $0 | $0 |
| Robert P Smith III | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Trustee | 1.0 | $0 | $0 | $0 |
| Stephanie Posner | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Associate Trustee | 1.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,171,532 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $147,478 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $422,021 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,741,031 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,741,031 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $71,115 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,669,916 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $233,496 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $233,496 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,585 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,585 | TotalTaxAmt |
| Distributable Before Adj | $228,911 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $228,911 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $228,911 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $289,182 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $289,182 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $289,182 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $228,911 | DistributableAsAdjustedAmt |
| Prior Year1 | 2017 | PriorYear1Yr |
| Prior Year2 | 2016 | PriorYear2Yr |
| Prior Year3 | 2015 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $10,758 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $44,104 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $84,992 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $135,944 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $145,170 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $420,968 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $289,182 | QualifyingDistributionsAmt |
| Applied To Current Year | $228,911 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $60,271 | RemainingDistriFromCorpusAmt |
| Total Corpus | $481,239 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $10,758 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $470,481 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $44,104 | ExcessFromYear4Amt |
| Excess From Year3 | $84,992 | ExcessFromYear3Amt |
| Excess From Year2 | $135,944 | ExcessFromYear2Amt |
| Excess From Year1 | $145,170 | ExcessFromYear1Amt |
| Excess From Current Year | $60,271 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (204 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 | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A WIDER CIRCLE INC | ||||||||||||
| 4808 MOORLAND LN APT 802 | BETHESDA | MD | 20814 | N/A | PC | General & Unrestricted | $1,000 | |||||
| ABRAHAM FUND INITIATIVES | ||||||||||||
| 320 NEVADA ST STE 301 | NEWTON | MA | 02460 | N/A | PC | to promote coexistence; to reduce social and economic disparities; to enhance development of effective "advocacy to action" projects | $2,000 | |||||
| ACHILLES INTERNATIONAL INC | ||||||||||||
| 42 W 38TH ST STE 400 | NEW YORK | NY | 10018 | N/A | PC | to expand athletic programs and awareness of capabilities of individuals with physical disabilities around the world | $400 | |||||
| ACTION WITHOUT BORDERS INC | ||||||||||||
| 389 5TH AVE FL 9 | NEW YORK | NY | 10016 | N/A | PC | to Support talent and career pathways for individuals at early and middle stages of careers within the not-for-profit and social impact sectors of economies around the world | $180 | |||||
| ADAS CAFE | ||||||||||||
| 839 NORTHAMPTON DR | PALO ALTO | CA | 94303 | N/A | PC | General & Unrestricted | $400 | |||||
| ALLGENERATIONS INC | ||||||||||||
| PO BOX 11113 | WASHINGTON | DC | 20008 | N/A | PC | General & Unrestricted | $180 | |||||
| ALZHEIMERS DISEASE AND RELATED DISORDERS ASSOCIATI | ||||||||||||
| 225 N MICHIGAN AVE STE 1700 | CHICAGO | IL | 60601 | N/A | PC | General & Unrestricted | $400 | |||||
| AMERICAN BAR ASSOCIATION FUND FOR JUSTICE AND EDUC | ||||||||||||
| 321 N CLARK ST | CHICAGO | IL | 60654 | N/A | SO I | Tax Assistance Public Service (TAPS) endowment fund | $1,000 | |||||
| AMERICAN HEART ASSOCIATION INC - GREATER BAY ARE | ||||||||||||
| 426 17TH ST STE 300 | OAKLAND | CA | 94612 | N/A | PC | General & Unrestricted | $400 | |||||
| AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE INC | ||||||||||||
| 220 E 42ND ST STE 400 | NEW YORK | NY | 10017 | N/A | PC | Taub Center in Jerusalem, to support its independent, non-partisan research projects on a wide range of public policy issues as well as its annual reviews of israeli social indicators | $1,000 | |||||
| AMERICAN JEWISH WORLD SERVICE INC | ||||||||||||
| 45 W 36TH ST 11TH FL | NEW YORK | NY | 10018 | N/A | PC | General & Unrestricted | $5,000 | |||||
| AMERICAN NATIONAL RED CROSS - NAPA VALLEY | ||||||||||||
| 5297 AERO DR | SANTA ROSA | CA | 95403 | N/A | PC | General & Unrestricted | $400 | |||||
| AMERICAN UNIVERSITY-- WAMU 885 | ||||||||||||
| 4401 CONNECTICUT AVE NW | WASHINGTON | DC | 20008 | N/A | PC | General & Unrestricted | $400 | |||||
| AMERICARES FOUNDATION INC | ||||||||||||
| 88 HAMILTON AVE | STAMFORD | CT | 06902 | N/A | PC | General & Unrestricted | $1,000 | |||||
| AMHERST COLLEGE TRUSTEES | ||||||||||||
| PO BOX 5000 | AMHERST | MA | 01002 | N/A | PC | General & Unrestricted | $800 | |||||
| ANIMAL LEGAL DEFENSE FUND | ||||||||||||
| 525 E COTATI AVE | COTATI | CA | 94931 | N/A | PC | General & Unrestricted | $500 | |||||
| ARIZONA STATE UNIVERSITY FOUNDATIONASU WP CAREY | ||||||||||||
| PO BOX 874611 | TEMPE | AZ | 85287 | N/A | PC | Thunderbird School of Global Management | $500 | |||||
| ASHOKA | ||||||||||||
| 1700 N MOORE ST STE 2000 | ARLINGTON | VA | 22209 | N/A | PC | General & Unrestricted | $5,000 | |||||
| ASSOCIATION FOR RELIGION AND INTELLECTUAL LIFE | ||||||||||||
| 50 MORNINGSIDE DR APT 23 | NEW YORK | NY | 10025 | N/A | PC | to support thought-provoking articles from wide range of faith-based perspectives, and to continue efforts to reach broad audiences of interested readers | $250 | |||||
| BALLET HISPANICO OF NEW YORK | ||||||||||||
| 167 W 89TH ST | NEW YORK | NY | 10024 | N/A | PC | General & Unrestricted | $1,000 | |||||
| BALLET TECH FOUNDATION INC | ||||||||||||
| 890 BROADWAY 8TH FL | NEW YORK | NY | 10003 | N/A | PC | general operating support | $1,000 | |||||
| BARD COLLEGE | ||||||||||||
| PO BOX 5000 | ANNANDALEONHUDSON | NY | 12504 | N/A | PC | Bard Prison Initiative | $1,000 | |||||
| BEADS FOR EDUCATION INC A NON-PROFIT CORPORATION | ||||||||||||
| PO BOX 784 | BROOKFIELD | CT | 06804 | N/A | PC | General & Unrestricted | $5,000 | |||||
| BEEBE MEDICAL CENTER INC | ||||||||||||
| 424 SAVANNAH RD | LEWES | DE | 19958 | N/A | PC | General & Unrestricted | $400 | |||||
| BEND THE ARC-A JEWISH PARTNERSHIP FOR JUSTICE | ||||||||||||
| 330 7TH AVE STE 1902 | NEW YORK | NY | 10001 | N/A | PC | General & Unrestricted | $800 | |||||
| BEST FRIENDS ANIMAL SOCIETY | ||||||||||||
| 5001 ANGEL CANYON RD | KANAB | UT | 84741 | N/A | PC | General & Unrestricted | $360 | |||||
| BETA THETA PI FOUNDATION | ||||||||||||
| 5134 BONHAM RD | OXFORD | OH | 45056 | N/A | PC | General & Unrestricted | $400 | |||||
| BETHANY BEACH VOLUNTEER FIRE CO INC | ||||||||||||
| PO BOX 950 | BETHANY BEACH | DE | 19930 | N/A | PC | General & Unrestricted | $400 | |||||
| BRAIN INJURY ASSOCIATION OF MARYLAND INC | ||||||||||||
| 2200 KERNAN DR RM T810 | BALTIMORE | MD | 21207 | N/A | PC | General & Unrestricted | $1,000 | |||||
| BREAD FOR THE CITY INC | ||||||||||||
| 1525 7TH ST NW | WASHINGTON | DC | 20001 | N/A | PC | General & Unrestricted | $1,000 | |||||
| BUILDING BRIDGES ACROSS THE RIVER | ||||||||||||
| 1901 MS AVE SE STE 101 | WASHINGTON | DC | 20020 | N/A | PC | General & Unrestricted | $7,500 | |||||
| CANDID | ||||||||||||
| 32 OLD SLIP | NEW YORK | NY | 10005 | N/A | PC | General & Unrestricted | $2,000 | |||||
| CAPITAL AREA FOOD BANK | ||||||||||||
| 4900 PUERTO RICO AVE NE | WASHINGTON | DC | 20017 | N/A | PC | General & Unrestricted | $2,500 | |||||
| CAPITAL SISTERS INTERNATIONAL INC | ||||||||||||
| 227 LAMB LN | GOLDEN | CO | 80401 | N/A | PC | General & Unrestricted | $500 | |||||
| CASA FOR CHILDREN OF THE DISTRICT OF COLUMBIA | ||||||||||||
| 515 M ST SE BLDG 74 STE 2 | WASHINGTON | DC | 20003 | N/A | PC | General & Unrestricted | $500 | |||||
| CATHEDRAL CHURCH OF ST JOHN THE DIVINE | ||||||||||||
| 1047 AMSTERDAM AVE | NEW YORK | NY | 10025 | N/A | PC | General & Unrestricted | $1,000 | |||||
| CDF FIREFIGHTERS BENEVOLENT FOUNDATION | ||||||||||||
| 1731 J ST STE 100 | SACRAMENTO | CA | 95811 | N/A | PC | General & Unrestricted | $400 | |||||
| CENTER FOR GLOBAL DEVELOPMENT | ||||||||||||
| 2055 L ST NW 5TH FL | WASHINGTON | DC | 20036 | N/A | PC | General & Unrestricted | $400 | |||||
| CHABAD OF RANCHO MIRAGE-THE TORAH OASIS | ||||||||||||
| 72295 VIA MARTA | RANCHO MIRAGE | CA | 92270 | N/A | PC | General & Unrestricted | $360 | |||||
| CHEETAH CONSERVATION FUND | ||||||||||||
| PO BOX 2496 | ALEXANDRIA | VA | 22301 | N/A | PC | General & Unrestricted | $400 | |||||
| CHESAPEAKE BAY FOUNDATION INC | ||||||||||||
| 6 HERNDON AVE | ANNAPOLIS | MD | 21403 | N/A | PC | General & Unrestricted | $1,000 | |||||
| CHILDRENS HEALTH COUNCIL INC | ||||||||||||
| 650 CLARK WAY | PALO ALTO | CA | 94304 | N/A | PC | General & Unrestricted | $5,000 | |||||
| CHILDRENS HEALTH COUNCIL INC | ||||||||||||
| 650 CLARK WAY | PALO ALTO | CA | 94304 | N/A | PC | Sand Hill School Annual Fund | $500 | |||||
| CHILDRENS HOSPITAL | ||||||||||||
| 111 MICHIGAN AVE NW | WASHINGTON | DC | 20010 | N/A | PC | General & Unrestricted | $1,000 | |||||
| CHILDRENS HOSPITAL COLORADO | ||||||||||||
| 13123 E 16TH AVE | AURORA | CO | 80045 | N/A | PC | General & Unrestricted | $400 | |||||
| CHILDRENS THEATRE COMPANY | ||||||||||||
| 526 W 26TH ST RM 1012 | NEW YORK | NY | 10001 | N/A | PC | General & Unrestricted | $3,000 | |||||
| CHILDRENS THEATRE COMPANY | ||||||||||||
| 526 W 26TH ST RM 1012 | NEW YORK | NY | 10001 | N/A | PC | Talent & Career PATHWAYS | $10,000 | |||||
| CITIZENS BUDGET COMMISSION INC | ||||||||||||
| 240 W 35TH ST STE 302 | NEW YORK | NY | 10001 | N/A | PC | General & Unrestricted | $200 | |||||
| CITY HARVEST INC | ||||||||||||
| 6 E 32ND ST 5TH FL | NEW YORK | NY | 10016 | N/A | PC | General & Unrestricted | $1,000 | |||||
| CITY OF DREAMS | ||||||||||||
| PO BOX 24037 | SAN FRANCISCO | CA | 94124 | N/A | PC | General & Unrestricted | $400 | |||||
| CODE FOR AMERICA LABS INC | ||||||||||||
| 972 MISSION ST FL 5 | SAN FRANCISCO | CA | 94103 | N/A | PC | General & Unrestricted | $400 | |||||
| COLLEGE OF ST SCHOLASTICA INC | ||||||||||||
| 1200 KENWOOD AVE | DULUTH | MN | 55811 | N/A | PC | Health Information Data Science exchange program with Health Information Systems program in South Africa | $1,000 | |||||
| COLORADO SYMPHONY ASSOCIATION | ||||||||||||
| 1000 14TH ST UNIT 15 | DENVER | CO | 80202 | N/A | PC | General & Unrestricted | $250 | |||||
| COLORADO VILLAGE COLLABORATIVE | ||||||||||||
| 1373 N GRANT ST | DENVER | CO | 80203 | N/A | PC | Charitable Event | $400 | |||||
| COMMITTEE TO PROTECT JOURNALISTS INC | ||||||||||||
| 509 W 38TH ST 5TH FL | NEW YORK | NY | 10018 | N/A | PC | General & Unrestricted | $1,000 | |||||
| COMPASSION AND CHOICES | ||||||||||||
| PO BOX 485 | ETNA | NH | 03750 | N/A | PC | General & Unrestricted | $1,000 | |||||
| CONGREGATION BNAI JESHURUN | ||||||||||||
| 270 W 89TH ST | NEW YORK | NY | 10024 | N/A | PC | General & Unrestricted | $2,000 | |||||
| DAWNWATCH | ||||||||||||
| 610 HAVERFORD AVE | PACIFIC PLSDS | CA | 90272 | N/A | PC | General & Unrestricted | $180 | |||||
| DC AFFORDABLE LAW FIRM | ||||||||||||
| 1717 K ST NW | WASHINGTON | DC | 20006 | N/A | PC | General & Unrestricted | $1,000 | |||||
| DC CENTRAL KITCHEN INC | ||||||||||||
| 425 2ND ST NW | WASHINGTON | DC | 20001 | N/A | PC | General & Unrestricted | $2,500 | |||||
| DEIRDRE O BRIEN CHILD ADVOCACY CENTER INC | ||||||||||||
| 8 COURT ST | MORRISTOWN | NJ | 07960 | N/A | PC | General & Unrestricted | $400 | |||||
| DICKINSON COLLEGE | ||||||||||||
| PO BOX 1773 | CARLISLE | PA | 17013 | N/A | PC | Charitable Event | $500 | |||||
| DOE FUND INC | ||||||||||||
| 232 E 84TH ST | NEW YORK | NY | 10028 | N/A | PC | General & Unrestricted | $2,000 | |||||
| DOROT INC | ||||||||||||
| 171 W 85TH ST | NEW YORK | NY | 10024 | N/A | PC | General & Unrestricted | $3,000 | |||||
| DOROT INC | ||||||||||||
| 171 W 85TH ST | NEW YORK | NY | 10024 | N/A | PC | Talent and Career Pathways (TCP) program | $7,000 | |||||
| DRISHA INSTITUTE FOR JEWISH EDUCATION INC | ||||||||||||
| 1501 BROADWAY STE 505A | NEW YORK | NY | 10036 | N/A | PC | General & Unrestricted | $300 | |||||
| EAST CAROLINA UNIVERSITY FOUNDATION INC | ||||||||||||
| 2200 S CHARLES BLVD STE 1100 | GREENVILLE | NC | 27858 | N/A | PC | General & Unrestricted | $500 | |||||
| EAST HARLEM FELLOWSHIP | ||||||||||||
| 324 PLEASANT AVE APT 2D | NEW YORK | NY | 10035 | N/A | PC | Charitable Event | $300 | |||||
| ECHO HILL CAMPERSHIP FUND | ||||||||||||
| PO BOX 5923 | BETHESDA | MD | 20824 | N/A | PC | General & Unrestricted | $400 | |||||
| END OF LIFE CHOICES NEW YORK | ||||||||||||
| 244 5TH AVE 2010 | NEW YORK | NY | 10001 | N/A | PC | General & Unrestricted | $1,000 | |||||
| EQUAL JUSTICE INITIATIVE | ||||||||||||
| 122 COMMERCE ST | MONTGOMERY | AL | 36104 | N/A | PC | General & Unrestricted | $300 | |||||
| FEEDING AMERICA | ||||||||||||
| 35 E WACKER DR STE 2000 | CHICAGO | IL | 60601 | N/A | PC | General & Unrestricted | $400 | |||||
| FREE THE OPPRESSED | ||||||||||||
| PO BOX 60972 | COLORADO SPGS | CO | 80960 | N/A | PC | General & Unrestricted | $1,000 | |||||
| FRESH AIR FUND | ||||||||||||
| 633 3RD AVE | NEW YORK | NY | 10017 | N/A | PC | General & Unrestricted | $1,000 | |||||
| FRIENDS OF THE SOUTH COASTAL LIBRARY INC | ||||||||||||
| PO BOX 1617 | BETHANY BEACH | DE | 19930 | N/A | PC | General & Unrestricted | $400 | |||||
| GIRLS INCORPORATED OF NEW YORK CITY | ||||||||||||
| 120 WALL ST STE 1804 | NEW YORK | NY | 10005 | N/A | PC | General & Unrestricted | $1,000 | |||||
| GODS LOVE WE DELIVER INC | ||||||||||||
| 166 AVE OF THE AMERICAS | NEW YORK | NY | 10013 | N/A | PC | General & Unrestricted | $1,500 | |||||
| GRANTMAKERS IN THE ARTS | ||||||||||||
| 522 COURTLANDT AVE | BRONX | NY | 10451 | N/A | PC | General & Unrestricted | $250 | |||||
| GREATER WASHINGTON EDUCATIONAL TELECOMMUNICATIONS | ||||||||||||
| 3939 CAMPBELL AVE | ARLINGTON | VA | 22206 | N/A | PC | General & Unrestricted | $1,000 | |||||
| GUIDING EYES FOR THE BLIND INC | ||||||||||||
| 611 GRANITE SPRINGS RD | YORKTOWN HTS | NY | 10598 | N/A | PC | General & Unrestricted | $2,700 | |||||
| HARVARD COLLEGE | ||||||||||||
| 124 MOUNT AUBURN ST 4TH FL | CAMBRIDGE | MA | 02138 | N/A | PC | General & Unrestricted | $500 | |||||
| HARVARD UNIVERSITY - RADCLIFFE INSTITUTE FOR ADVAN | ||||||||||||
| 10 GARDEN ST | CAMBRIDGE | MA | 02138 | N/A | PC | General & Unrestricted | $400 | |||||
| HISP HEALTH INFORMATION SYSTEMS PROGRAM SOUTH AFRI | ||||||||||||
| N/A | PC | General & Unrestricted | $5,000 | 1ST FL PILOT MILL HOUSE THE QUARR | BEREA EAST LONDON | Eastern Cape | SF | 5241 | ||||
| HOLLINS UNIVERSITY CORPORATION | ||||||||||||
| PO BOX 9629 | ROANOKE | VA | 24020 | N/A | PC | General & Unrestricted | $500 | |||||
| HUDSON LINK FOR HIGHER EDUCATION IN PRISON INC | ||||||||||||
| PO BOX 862 | OSSINING | NY | 10562 | N/A | PC | General & Unrestricted | $360 | |||||
| I EARN INC | ||||||||||||
| 475 RIVERSIDE DR 450 | NEW YORK | NY | 10115 | N/A | PC | General & Unrestricted | $3,000 | |||||
| INTERNATIONAL KEYBOARD INSTITUTE AND FESTIVAL | ||||||||||||
| 229 W 97TH ST STE 1B | NEW YORK | NY | 10025 | N/A | PC | General & Unrestricted | $1,000 | |||||
| INTERNATIONAL RESCUE COMMITTEE INC | ||||||||||||
| 122 E 42ND ST | NEW YORK | NY | 10168 | N/A | PC | General & Unrestricted | $5,000 | |||||
| IONA SENIOR SERVICES | ||||||||||||
| 4125 ALBEMARLE ST NW | WASHINGTON | DC | 20016 | N/A | PC | General & Unrestricted | $1,500 | |||||
| JEWISH COUNCIL FOR THE AGING OF GREATER WASHINGTON | ||||||||||||
| 12320 PARKLAWN DR | ROCKVILLE | MD | 20852 | N/A | PC | General & Unrestricted | $2,500 | |||||
| JEWISH FAMILY SERVICE | ||||||||||||
| 495 E 4500 S 100 | SALT LAKE CTY | UT | 84107 | N/A | PC | General & Unrestricted | $360 | |||||
| JEWISH ORTHODOX FEMINIST ALLIANCE INC | ||||||||||||
| 205 E 42ND ST | NEW YORK | NY | 10017 | N/A | PC | General & Unrestricted | $500 | |||||
| JEWISH SOCIAL SERVICE AGENCY | ||||||||||||
| 200 WOOD HILL RD | ROCKVILLE | MD | 20850 | N/A | PC | General & Unrestricted | $1,000 | |||||
| JEWISH VEG | ||||||||||||
| 9 HAWTHORNE RD | PITTSBURGH | PA | 15221 | N/A | PC | General & Unrestricted | $360 | |||||
| JEWISH WOMEN'S ARCHIVE INC | ||||||||||||
| ONE HARVARD ST | BROOKLINE | MA | 02445 | N/A | PC | General & Unrestricted | $500 | |||||
| JOSE LIMON DANCE FOUNDATION | ||||||||||||
| 466 W 152ND ST 2ND FL | NEW YORK | NY | 10031 | N/A | PC | General & Unrestricted | $180 | |||||
| JOYCE THEATER FOUNDATION INC | ||||||||||||
| 175 8TH AVE | NEW YORK | NY | 10011 | N/A | PC | to support membership and general operations | $300 | |||||
| KENYON COLLEGE | ||||||||||||
| EATON CENTER | GAMBIER | OH | 43022 | N/A | PC | General & Unrestricted | $500 | |||||
| KOGOOD SCHOOL OF BUSINESS ADMINISTRATION | ||||||||||||
| 4400 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20016 | N/A | PC | Stanley I. Posner Annual Prize Fund | $1,000 | |||||
| KQED INC | ||||||||||||
| 2601 MARIPOSA ST | SAN FRANCISCO | CA | 94110 | N/A | PC | General & Unrestricted | $400 | |||||
| LEADERSHIP MONTGOMERY EDUCATIONAL FOUNDATION INC | ||||||||||||
| 6010 EXECUTIVE BLVD | ROCKVILLE | MD | 20852 | N/A | PC | General & Unrestricted | $1,000 | |||||
| LEGAL AID SOCIETY | ||||||||||||
| 199 WATER ST | NEW YORK | NY | 10038 | N/A | PC | General & Unrestricted | $1,000 | |||||
| LOVE TO LANGA | ||||||||||||
| PO BOX 104 | GLADWYNE | PA | 19035 | N/A | PC | General & Unrestricted | $360 | |||||
| LUBUTO LIBRARY PROJECT INC | ||||||||||||
| 5614 CONNECTICUT AVE NW STE 368 | WASHINGTON | DC | 20015 | N/A | PC | General & Unrestricted | $1,000 | |||||
| LUCILE PACKARD FOUNDATION FOR CHILDRENS HEALTH | ||||||||||||
| 400 HAMILTON AVE STE 340 | PALO ALTO | CA | 94301 | N/A | PC | General & Unrestricted | $400 | |||||
| LUMIND IDSC FOUNDATION | ||||||||||||
| 20 MALL RD STE 200 | BURLINGTON | MA | 01803 | N/A | PC | General & Unrestricted | $400 | |||||
| MANNA FOOD CENTER INC | ||||||||||||
| 9311 GAITHER RD | GAITHERSBURG | MD | 20877 | N/A | PC | General & Unrestricted | $2,500 | |||||
| MANNA INC | ||||||||||||
| 6856 EASTERN AVE NW STE 100 | WASHINGTON | DC | 20012 | N/A | PC | General & Unrestricted | $1,500 | |||||
| MAZON INC A JEWISH RESPONSE TO HUNGER | ||||||||||||
| PO BOX 96119 | WASHINGTON | DC | 20090 | N/A | PC | General & Unrestricted | $2,500 | |||||
| MEDECINS SANS FRONTIERES USA INC - DOCTORS WITHOUT | ||||||||||||
| PO BOX 5030 | HAGERSTOWN | MD | 21741 | N/A | PC | General & Unrestricted | $5,000 | |||||
| METRO CARING | ||||||||||||
| 1100 E 18TH AVE | DENVER | CO | 80218 | N/A | PC | General & Unrestricted | $1,500 | |||||
| MIKES ANGELS INC | ||||||||||||
| 2090 DUNWOODY CLUB DR STE 106 120 | SANDY SPRINGS | GA | 30350 | N/A | PC | General & Unrestricted | $400 | |||||
| MILOS DOG RESCUE OF SOUTH FLORIDA INC | ||||||||||||
| 49 N FEDERAL HWY STE 141 | POMPANO BEACH | FL | 33062 | N/A | PC | General & Unrestricted | $180 | |||||
| MIRROR STAGE | ||||||||||||
| 2212 QUEEN ANNE AVE N 294 | SEATTLE | WA | 98109 | N/A | PC | General & Unrestricted | $5,000 | |||||
| MONTEREY BAY AQUARIUM FOUNDATION | ||||||||||||
| 886 CANNERY ROW | MONTEREY | CA | 93940 | N/A | PC | General & Unrestricted | $400 | |||||
| MORNINGSIDE PARK CONSERVANCY INC | ||||||||||||
| 23 W 116TH ST APT 6C | NEW YORK | NY | 10026 | N/A | PC | General & Unrestricted | $400 | |||||
| MOVING TRADITIONS | ||||||||||||
| 8380 OLD YORK RD STE 4300 | ELKINS PARK | PA | 19027 | N/A | PC | General & Unrestricted | $1,000 | |||||
| MY NEW RED SHOES | ||||||||||||
| 330 TWIN DOLPHIN DR STE 135 | REDWOOD CITY | CA | 94065 | N/A | PC | General & Unrestricted | $400 | |||||
| MYOTONIC DYSTROPHY FOUNDATION | ||||||||||||
| 1004A OREILLY AVE | SAN FRANCISCO | CA | 94129 | N/A | PC | General & Unrestricted | $400 | |||||
| NATIONAL NETWORK OF ABORTION FUNDS | ||||||||||||
| PO BOX 170280 | BOSTON | MA | 02117 | N/A | PC | General & Unrestricted | $400 | |||||
| NATURE CONSERVANCY | ||||||||||||
| 4245 N FAIRFAX DR STE 100 | ARLINGTON | VA | 22203 | N/A | PC | General & Unrestricted | $400 | |||||
| NEW ISRAEL FUND | ||||||||||||
| 6 E 39TH ST STE 301 | NEW YORK | NY | 10016 | N/A | PC | General & Unrestricted | $5,000 | |||||
| NEW YORK RESTORATION PROJECT | ||||||||||||
| 254 W 31ST ST FL 10T | NEW YORK | NY | 10001 | N/A | PC | General & Unrestricted | $1,000 | |||||
| NEW YORK THEOLOGICAL SEMINARY | ||||||||||||
| 475 RIVERSIDE DR STE 500 | NEW YORK | NY | 10115 | N/A | PC | general operating support and the masters in professional studies degree program at sing sing prison | $4,000 | |||||
| NEW YORK UNIVERSITY | ||||||||||||
| 25 W 4TH ST RM 405 | NEW YORK | NY | 10012 | N/A | PC | General & Unrestricted | $500 | |||||
| NORTHEASTERN UNIVERSITY SCHOOL OF LAW | ||||||||||||
| 400 HUNTINGTON AVE | BOSTON | MA | 02115 | N/A | PC | To aid students working in public interest law | $1,500 | |||||
| NORTHERN BEDFORD SCHOOL FOUNDATION INC | ||||||||||||
| 152 NBC DR | LOYSBURG | PA | 16659 | N/A | PC | General & Unrestricted | $1,000 | |||||
| NURU INTERNATIONAL | ||||||||||||
| 5405 ALTON PKWY STE A-474 | IRVINE | CA | 92604 | N/A | PC | General & Unrestricted | $400 | |||||
| OUR HEN HOUSE | ||||||||||||
| 273 MAIN ST | GERMANTOWN | NY | 12526 | N/A | PC | General & Unrestricted | $90 | |||||
| P E F ISRAEL ENDOWMENT FUNDS INC | ||||||||||||
| 630 3RD AVE 15TH FL | NEW YORK | NY | 10017 | N/A | PC | to benefit Shoresh | $1,000 | |||||
| P E F ISRAEL ENDOWMENT FUNDS INC | ||||||||||||
| 630 3RD AVE 15TH FL | NEW YORK | NY | 10017 | N/A | PC | Hadassah Academic College in Jerusalem | $4,000 | |||||
| PENINSULA HUMANE SOCIETY & SPCA | ||||||||||||
| 1450 ROLLINS RD | BURLINGAME | CA | 94010 | N/A | PC | General & Unrestricted | $400 | |||||
| PENINSULA OPEN SPACE TRUST | ||||||||||||
| 222 HIGH ST | PALO ALTO | CA | 94301 | N/A | PC | General & Unrestricted | $400 | |||||
| PEOPLE FOR THE ETHICAL TREATMENT OF ANIMALS INC | ||||||||||||
| 501 FRONT ST | NORFOLK | VA | 23510 | N/A | PC | General & Unrestricted | $400 | |||||
| PHILANTHROPY NEW YORK - NEW YORK REGIONAL ASSOCIAT | ||||||||||||
| 320 E 43RD ST | NEW YORK | NY | 10017 | N/A | PC | General & Unrestricted | $1,000 | |||||
| PIKE PLACE MARKET FOUNDATION | ||||||||||||
| 93 PIKE ST STE 310 | SEATTLE | WA | 98101 | N/A | PC | General & Unrestricted | $3,000 | |||||
| PLANNED PARENTHOOD ASSOCIATION OF METROPOLITAN WAS | ||||||||||||
| 1225 4TH ST NE | WASHINGTON | DC | 20002 | N/A | PC | General & Unrestricted | $400 | |||||
| PLANNED PARENTHOOD MAR MONTE INC | ||||||||||||
| 1691 THE ALAMEDA | SAN JOSE | CA | 95126 | N/A | PC | General & Unrestricted | $400 | |||||
| PLUMMER YOUTH PROMISE INC | ||||||||||||
| 37 WINTER ISLAND RD | SALEM | MA | 01970 | N/A | PC | General & Unrestricted | $500 | |||||
| POTOMAC COMMUNITY VILLAGE INC | ||||||||||||
| PO BOX 59424 | POTOMAC | MD | 20854 | N/A | PC | General & Unrestricted | $1,000 | |||||
| PUPPIES BEHIND BARS INC | ||||||||||||
| 263 W 38 ST 4TH FL | NEW YORK | NY | 10018 | N/A | PC | General & Unrestricted | $600 | |||||
| R & M ROCKIN RESCUES INC | ||||||||||||
| PO BOX 408 | BELLEVILLE | NJ | 07109 | N/A | PC | General & Unrestricted | $300 | |||||
| RADIO BILINGUE INC | ||||||||||||
| 5005 E BELMONT AVE | FRESNO | CA | 93727 | N/A | PC | General & Unrestricted | $2,000 | |||||
| RECONSTRUCTIONIST RABBINICAL COLLEGE | ||||||||||||
| 1299 CHURCH RD | WYNCOTE | PA | 19095 | N/A | PC | General & Unrestricted | $1,000 | |||||
| REDEMPTION CENTER | ||||||||||||
| 1186 HERKIMER ST | BROOKLYN | NY | 11233 | N/A | PC | General & Unrestricted | $200 | |||||
| REDWOOD CITY LIBRARY FOUNDATION | ||||||||||||
| 1044 MIDDLEFIELD RD | REDWOOD CITY | CA | 94063 | N/A | PC | General & Unrestricted | $400 | |||||
| REMERGE INC | ||||||||||||
| PO BOX 54717 | ATLANTA | GA | 30308 | N/A | PC | General & Unrestricted | $500 | |||||
| RESOURCE AREA FOR TEACHING | ||||||||||||
| 1355 RIDDER PARK DR | SAN JOSE | CA | 95131 | N/A | PC | General & Unrestricted | $1,500 | |||||
| RETHINK THE CONVERSATION LTD | ||||||||||||
| 45 W 54TH ST | NEW YORK | NY | 10019 | N/A | PC | General & Unrestricted | $300 | |||||
| RIVERSIDE PARK CONSERVANCY INC | ||||||||||||
| 475 RIVERSIDE DR STE 455 | NEW YORK | NY | 10115 | N/A | PC | General & Unrestricted | $500 | |||||
| ROUND HOUSE THEATRE INC | ||||||||||||
| 4545 E W HWY | BETHESDA | MD | 20814 | N/A | PC | General & Unrestricted | $500 | |||||
| RURAL DEVELOPEMENT INSTITUTE | ||||||||||||
| 1424 4TH AVE STE 300 | SEATTLE | WA | 98101 | N/A | PC | General & Unrestricted | $2,000 | |||||
| SAFESPACE CENTER INC | ||||||||||||
| 1155 SAXON WAY | MENLO PARK | CA | 94025 | N/A | PC | General & Unrestricted | $400 | |||||
| SARAH LAWRENCE COLLEGE | ||||||||||||
| 1 MEAD WAY | BRONXVILLE | NY | 10708 | N/A | PC | 2019 Alumnae Campaign and the Health Advocacy Graduate program | $500 | |||||
| SAVE THE BAY | ||||||||||||
| 1330 BROADWAY STE 1800 | OAKLAND | CA | 94612 | N/A | PC | General & Unrestricted | $400 | |||||
| SECOND CHANCE RESCUE INC | ||||||||||||
| PO BOX 570701 | WHITESTONE | NY | 11357 | N/A | PC | General & Unrestricted | $300 | |||||
| SECOND HARVEST OF SILICON VALLEY | ||||||||||||
| 4001 N 1ST ST | SAN JOSE | CA | 95134 | N/A | PC | General & Unrestricted | $1,500 | |||||
| SEED SAVERS EXCHANGE INC | ||||||||||||
| 3094 N WINN RD | DECORAH | IA | 52101 | N/A | PC | General & Unrestricted | $400 | |||||
| SEQUOIA HIGH SCHOOL EDUCATION FOUNDATION | ||||||||||||
| PO BOX 2701 | REDWOOD CITY | CA | 94064 | N/A | PC | General & Unrestricted | $500 | |||||
| SHAKESPEARE THEATRE | ||||||||||||
| 516 8TH ST SE | WASHINGTON | DC | 20003 | N/A | PC | General & Unrestricted | $1,800 | |||||
| SHERIDAN SCHOOL INC | ||||||||||||
| 4400 36TH ST NW | WASHINGTON | DC | 20008 | N/A | PC | General & Unrestricted | $500 | |||||
| SIBLEY MEMORIAL HOSPITAL FOUNDATION | ||||||||||||
| 5255 LOUGHBORO RD NW | WASHINGTON | DC | 20016 | N/A | PC | General & Unrestricted | $400 | |||||
| SIDWELL FRIENDS SCHOOL | ||||||||||||
| 3825 WISCONSIN AVE NW | WASHINGTON | DC | 20016 | N/A | PC | General & Unrestricted | $1,000 | |||||
| SOCIETY FOR THE ADVANCEMENT OF JUDAISM | ||||||||||||
| 15 W 86TH ST | NEW YORK | NY | 10024 | N/A | PC | the SAJ Legacy Fund to help build liquidity and flexibility for needs beyond ordinary operating expenses | $500 | |||||
| SOME INC | ||||||||||||
| 71 O ST NW | WASHINGTON | DC | 20001 | N/A | PC | General & Unrestricted | $1,000 | |||||
| SOUTHERN POVERTY LAW CENTER INC | ||||||||||||
| 400 WASHINGTON AVE | MONTGOMERY | AL | 36104 | N/A | PC | General & Unrestricted | $1,000 | |||||
| ST BALDRICKS FOUNDATION INC | ||||||||||||
| 1333 S MAYFLOWER AVE STE 400 | MONROVIA | CA | 91016 | N/A | PC | General & Unrestricted | $400 | |||||
| STORAHTELLING LAB SHUL INC | ||||||||||||
| 131 VARICK ST STE 921 | NEW YORK | NY | 10013 | N/A | PC | to support creative, wide-ranging activities that engage jewish and other faith youth and adults, aS well as inter-faith families toward deeper insight and commitment | $1,000 | |||||
| STREET GRACE INC | ||||||||||||
| C/O N AVE PRESBYTERIAN CHURCH 607 P | ATLANTA | GA | 30308 | N/A | PC | General & Unrestricted | $400 | |||||
| SUNFLOWER BAKERY INC | ||||||||||||
| 8507 ZIGGY LN | GAITHERSBURG | MD | 20877 | N/A | PC | General & Unrestricted | $2,000 | |||||
| SUPER LEADERS INCORPORATED | ||||||||||||
| 2127 G ST NW STE 303 | WASHINGTON | DC | 20052 | N/A | PC | General & Unrestricted | $1,000 | |||||
| TECH IMPACT | ||||||||||||
| 417 N 8TH ST STE 203 | PHILADELPHIA | PA | 19123 | N/A | PC | General & Unrestricted | $1,000 | |||||
| THE ADMINISTRATORS OF THE TULANE EDUCATIONAL FUND | ||||||||||||
| PO BOX 61075 | NEW ORLEANS | LA | 70161 | N/A | PC | General & Unrestricted | $500 | |||||
| THE ASPEN INSTITUTE INC | ||||||||||||
| 2300 N ST NW STE 700 | WASHINGTON | DC | 20037 | N/A | PC | General & Unrestricted | $1,000 | |||||
| THE PETEY GREENE PROGRAM INC | ||||||||||||
| 22 STOCKTON ST | PRINCETON | NJ | 08540 | N/A | PC | General & Unrestricted | $360 | |||||
| THE ROBERT GIARD FOUNDATION | ||||||||||||
| OLD CHELSEA STA PO BOX 25 | NEW YORK | NY | 10113 | N/A | PC | General & Unrestricted | $2,000 | |||||
| THE ROBERT GIARD FOUNDATION | ||||||||||||
| OLD CHELSEA STA PO BOX 25 | NEW YORK | NY | 10113 | N/A | PC | financial loss recovery fund and to update grants management processing | $2,000 | |||||
| THE SCHECHTER INSTITUTES INC | ||||||||||||
| BOX 3566 PO BOX 8500 | PHILADELPHIA | PA | 19178 | N/A | PC | General & Unrestricted | $1,000 | |||||
| THE SHEPHERDS TABLE INC | ||||||||||||
| 8106 GEORGIA AVE | SILVER SPRING | MD | 20910 | N/A | PC | General & Unrestricted | $500 | |||||
| THE TOMORROW FUND | ||||||||||||
| 593 EDDY ST | PROVIDENCE | RI | 02903 | N/A | PC | General & Unrestricted | $400 | |||||
| THE WASHINGTON SCHOOL FOR GIRLS | ||||||||||||
| 1901 MISSISSIPPI AVE SE | WASHINGTON | DC | 20020 | N/A | PC | General & Unrestricted | $1,000 | |||||
| THE WRITING REVOLUTION INC | ||||||||||||
| 22 CORTLANDT ST FL 33 | NEW YORK | NY | 10007 | N/A | PC | General & Unrestricted | $1,000 | |||||
| TRANSLATORS WITHOUT BORDERS-US INC | ||||||||||||
| 30 MAIN ST | DANBURY | CT | 06810 | N/A | PC | General & Unrestricted | $5,000 | |||||
| TRUSTEES OF PRINCETON UNIVERSITY | ||||||||||||
| 100 OVERLOOK CENTER STE 300 | PRINCETON | NJ | 08540 | N/A | PC | General & Unrestricted | $800 | |||||
| TRUSTEES OF THE SMITH COLLEGE | ||||||||||||
| 23 ELM ST | NORTHAMPTON | MA | 01063 | N/A | PC | General & Unrestricted | $500 | |||||
| U S COMMITTEE FOR REFUGEES AND IMMIGRANTS INC | ||||||||||||
| 2231 CRYSTAL DR STE 350 | ARLINGTON | VA | 22202 | N/A | PC | General & Unrestricted | $500 | |||||
| UNITED CEREBRAL PALSY OF GEORGIA FOUNDATION INC | ||||||||||||
| 3300 NE EXPY BLDG 9 | ATLANTA | GA | 30341 | N/A | PC | General & Unrestricted | $400 | |||||
| UNIVERSITY OF COLORADO FOUNDATION | ||||||||||||
| 10901 W 120TH AVE 200 | BROOMFIELD | CO | 80021 | N/A | PC | Kittredge Honors Program | $500 | |||||
| UNIVERSITY OF DELAWARE | ||||||||||||
| 83 E MAIN ST 3RD FL | NEWARK | DE | 19716 | N/A | PC | the Colored Conventions Project | $3,000 | |||||
| UNIVERSITY OF DELAWARE | ||||||||||||
| 83 E MAIN ST 3RD FL | NEWARK | DE | 19716 | N/A | PC | the colored conventions project | $1,500 | |||||
| UNIVERSITY OF MISSISSIPPI FOUNDATION | ||||||||||||
| 406 UNIVERSITY AVE | OXFORD | MS | 38655 | N/A | PC | General & Unrestricted | $1,000 | |||||
| URBAN INSTITUTE | ||||||||||||
| 500 LENFANT PLZ SW 2ND FL | WASHINGTON | DC | 20024 | N/A | PC | Emerging Researchers Fund | $3,000 | |||||
| VILLAGE HARVEST CORPORATION | ||||||||||||
| PO BOX 9231 | SAN JOSE | CA | 95157 | N/A | PC | General & Unrestricted | $400 | |||||
| VOLUNTEERS IN MEDICINE CLINIC | ||||||||||||
| 15 NORTHRIDGE DR | HILTON HEAD | SC | 29926 | N/A | PC | General & Unrestricted | $400 | |||||
| WASHINGTON JESUIT ACADEMY | ||||||||||||
| 900 VARNUM ST NE | WASHINGTON | DC | 20017 | N/A | PC | to support professional & career development of WJA teachers, including travel to other schools/cities and mentoring activities | $3,600 | |||||
| WEST SIDE CENTER FOR COMMUNITY LIFE INC | ||||||||||||
| 263 W 86TH ST | NEW YORK | NY | 10024 | N/A | PC | West Side Campaign Against Hunger (WSCAH) at the Church of St. Paul & St. Andrew | $1,500 | |||||
| WEST SIDE HATZOLOH | ||||||||||||
| 131 W 86TH ST | NEW YORK | NY | 10024 | N/A | PC | General & Unrestricted | $1,000 | |||||
| WHITMAN-WALKER CLINIC INC | ||||||||||||
| 1377 R ST NW STE 200 | WASHINGTON | DC | 20009 | N/A | PC | General & Unrestricted | $400 | |||||
| WIKIMEDIA FOUNDATION INC | ||||||||||||
| PO BOX 98204 | WASHINGTON | DC | 20090 | N/A | PC | General & Unrestricted | $400 | |||||
| WILD BIRD FUND INC | ||||||||||||
| 565 COLUMBUS AVE | NEW YORK | NY | 10024 | N/A | PC | General & Unrestricted | $300 | |||||
| WILDLIFE PROTECTION SOLUTIONS | ||||||||||||
| 2501 WELTON ST | DENVER | CO | 80205 | N/A | PC | General & Unrestricted | $1,000 | |||||
| WOODLANDS UNITED METHODIST CHURCH FOUNDATION INC | ||||||||||||
| 2200 LAKE WOODLANDS DR | THE WOODLANDS | TX | 77380 | N/A | PC | General & Unrestricted | $500 | |||||
| WORLD WILDLIFE FUND INC | ||||||||||||
| 1250 24TH ST NW | WASHINGTON | DC | 20037 | N/A | PC | General & Unrestricted | $400 | |||||
| YOSEMITE FOUNDATION | ||||||||||||
| 101 MONTGOMERY ST STE 1700 | SAN FRANCISCO | CA | 94104 | N/A | PC | General & Unrestricted | $400 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $244,960 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $332 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $117,098 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $107,538 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp (6 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|---|
| K-1 Inc/Loss | 525990 | -$6 | 14 | $189 |
| Federal Tax Refund | 01 | $2,927 | ||
| INTEREST INCOME FROM NOTES | 14 | $23,828 | ||
| CLASS ACTION LAWSUIT PROCEEDS | 01 | $33 | ||
| CREDIT CARD POINTS INCOME | 01 | $226 | ||
| FOREIGN CURRENCY LOSS | 01 | -$9,639 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$6 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $242,532 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $242,526 | 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 |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Suzanne M Cohen | PersonNm |
| Short Explanation | * resigned from foundation in 2019 | ShortExplanationTxt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (52 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AB SELECT US EQUITY PORTFOLIO | $134,838 | $153,721 |
| ABBOTT LABS | $24,892 | $86,860 |
| ALLIANCE BERNSTEIN VALUE FUND | $103,048 | $123,322 |
| ALLIANCEBERN DISCOVERY GROWTH | $45,878 | $57,027 |
| ALLIANCEBERN DISCOVERY VALUE F | $59,465 | $61,189 |
| ALLIANCEBERN GLOBAL BOND ADV | $136,048 | $137,499 |
| ALLIANCEBERN HIGH INCOME ADVIS | $151,074 | $143,412 |
| ALLIANCEBERNSTEIN CONCENTRATED | $86,801 | $124,394 |
| ALLICANCEBERNSTEIN REALL ASSET | $86,091 | $70,678 |
| AMERICAN FUNDS BOND FD OF AMER | $60,529 | $61,619 |
| AMERICAN INVESTMENT CO OF AMER | $90,705 | $188,753 |
| BANK OF NOVA SCOTIA | $53,254 | $56,490 |
| BERNSTEIN EMERGING MARKETS | $47,593 | $50,933 |
| BERNSTEIN INTERMEDIATE DURATIO | $263,969 | $257,804 |
| BERNSTEIN INTERNATIONAL PORTFO | $190,167 | $237,745 |
| BLACKROCK GNMA PORTFOLIO INSTI | $130,458 | $120,888 |
| DOMINION ENERGY INC | $64,001 | $124,230 |
| DOW INC | $19,679 | $27,365 |
| DU PONT DE NEMOURS | $13,241 | $19,196 |
| EXXON MOBIL CORP | $1,305 | $69,780 |
| FIRST TRUST MLP AND ENERGY INC | $60,000 | $35,820 |
| GENERAL MOTORS CORP SR NTS - 7 | $1,374 | |
| GENERAL MOTORS CORP SR NTS | $1,832 | |
| GLAXOSMITHKLINE PLC | $43,789 | $46,990 |
| INTEL CORP | $37,624 | $119,700 |
| INTERNATIONAL BUSINESS MACHINE | $7,586 | $67,020 |
| ISHARES IBOXX $ INVESTMENT GRA | $6,895 | $7,294 |
| ISHARES JP MORGAN USD EM MKTS | $8,475 | $8,477 |
| IVY SCIENCE AND TECHNOLOGY | $59,984 | $156,397 |
| JOHNSON & JOHNSON | $18,625 | $145,870 |
| KIMBERLY CLARK CORP | $75,543 | $89,408 |
| MFS MUNICIPAL HIGH INCOME CL A | $124,909 | $131,711 |
| NATIONAL RETAIL PROPERTIES INC | $34,159 | $53,620 |
| NOVARTIS AG ADR | $48,874 | $94,690 |
| PEPSICO INC | $37,912 | $61,502 |
| PROCTER GAMBLE CO | $61,584 | $93,675 |
| ROYAL DUTCH SHEL PLC SPONS ADR | $64,461 | $59,970 |
| SANFORD C BERNSTEIN FD, INC OV | $272,742 | $291,815 |
| SANFORD C. BERNSTEIN FD, INC. | $68,981 | $70,942 |
| UNILEVER PLC AMER | $73,562 | $100,048 |
| UNION PACIFIC | $2,897 | $144,632 |
| VANGUARD CHARLOTTE INTL BD IDX | $7,214 | $7,469 |
| VANGUARD DIVIDEND APPRECIATION | $24,030 | $30,542 |
| VANGUARD FTSE DEVELOPED MARKET | $21,493 | $23,087 |
| VANGUARD FTSE EMERGING MARKETS | $34,395 | $37,355 |
| VANGUARD HIGH DIV YIELD | $8,918 | $9,558 |
| VANGUARD INTERMEDIATE-TERM COR | $6,633 | $7,047 |
| VANGUARD INTERNATIONAL GROWTH | $21,147 | $22,306 |
| VANGUARD S&P 500 ETF | $26,369 | $29,284 |
| VANGUARD SF REIT ETF | $33,726 | $37,302 |
| VANGUARD TOTAL STOCK MARKET ET | $21,974 | $28,797 |
| VERIZON COMMUNICATIONS | $58,088 | $111,380 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| State Local Sec Book Vl EOY | $5,200 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $5,014 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BROWN ADV PRIVATE EQ PTNS VII | $8,158 | $50,000 |
| BROWN ADV PRIVATE INC PTNS I T | $8,514 | $50,000 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRI - CHILDRENS THEATRE LOAN | Desc |
| EOY Book Value | $38,000 | EOYBookValueAmt |
| EOYFMV | $38,000 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $20,457 | $20,457 | |
| Bank Charges | $524 | $524 | |
| K-1 Exp BROWN ADV PRIVATE EQ P | $700 | $700 | |
| K-1 Exp BROWN ADV PRIVATE INC | $37 | $37 | |
| Office Supplies | $118 | $118 | |
| Postage/Delivery Service | $166 | $166 | |
| INDEMNIFICATION INSURANCE | $501 | $501 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| K-1 Inc/Loss BROWN ADV PRIVATE EQ PTNS VII QP LLLP | $20 | $26 |
| K-1 Inc/Loss BROWN ADV PRIVATE INC PTNS I TE LLLP | $163 | $163 |
| Class Action Lawsuit Proceeds | $33 | $33 |
| Federal Tax Refund | $2,927 | |
| Foreign Currency Loss | -$9,639 | -$9,639 |
| Interest Income from Notes | $23,828 | $23,828 |
| credit card points income | $226 | $226 |
Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch
Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLongGrp (6 entries)
| Insider RelationshipInsiderRelationshipTxt | Loan OriginalLoanOriginalAmt | Balance DueBalanceDueAmt | NoteNoteDt | Loan MaturityLoanMaturityDt | Repayment TermsRepaymentTermsTxt | InterestInterestRt | Security Provided BorrowerSecurityProvidedBorrowerTxt | Loan PurposeLoanPurposeTxt | Lender ConsiderationLenderConsiderationDesc | Consideration FMVConsiderationFMVAmt |
|---|---|---|---|---|---|---|---|---|---|---|
| HEALTH INFORMATION SYSTEM PROGRAMS SA | ||||||||||
| NONE | $100,000 | $50,000 | 2012-12 | 2020-12 | INTEREST QUARTERLY; PRINCIPAL UPON MATURITY | 7.5 | NONE | INVESTMENT | CASH CASH CASH CASH CASH CASH | $50,000 |
| IMPACT ASSETS (BETHESDA MARYLAND) | ||||||||||
| NONE | $50,000 | $50,000 | 2016-12 | INTEREST RATE COMPUTED ANNUALLY | 4. | NONE | INVESTMENT | CASH CASH CASH CASH CASH CASH | $50,000 | |
| ROOT CAPITAL INC | ||||||||||
| NONE | $125,000 | 2013-12 | 2023-12 | INTEREST SEMI-ANNUALLY, PRINCIPAL UPON MATURITY | 2.75 | NONE | INVESTMENT | CASH CASH CASH CASH CASH CASH | $125,000 | |
| THE CONTACT FUND LLC | ||||||||||
| NONE | $75,000 | $75,000 | 2018-10 | 2022-09 | INTEREST ANNUALLY; PRINCIPAL UPON MATURITY | 3.75 | NONE | INVESTMENT | CASH CASH CASH CASH CASH CASH | $75,000 |
| ESSENTIAL CAPITAL CONSORTIUM BV | ||||||||||
| NONE | $19,418 | 2014-12 | 2020-01 | INTEREST SEMI-ANNUALLY; PRINCIPAL UPON MATURITY | 4. | NONE | INVESTMENT | CASH CASH CASH CASH CASH CASH | $19,418 | |
| GLOBAL SUN PARTNERS | ||||||||||
| NONE | $100,000 | $100,000 | 2010-11 | 2018-12 | INTEREST QUARTERLY; PRINCIPAL UPON MATURITY | 8. | NONE | SOLAR ENERGY PROJECT | CASH CASH CASH CASH CASH CASH | $60,000 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $7,215 | Amt |
| Net Investment Income | $7,215 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2019 | $2,900 | |
| 990-PF Extension for 2018 | $3,452 | |
| Foreign Tax Paid | $1,387 | $1,387 |
Comments