RAPPAPORT FAMILY FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- RAPPAPORT FAMILY FOUNDATION (EIN 20-0433083)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-15
- IRS object ID
- 201933199349102448
- Schema version
- 2018v3.1
- 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
- All Oth Prog Rltd Investments Sch
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-15T14:08:57-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEILER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | THREE LAGOON DR STE 400 | AddressLine1Txt |
| City | REDWOOD CITY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94065 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200433083 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RAPPAPORT FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % CHERISSE BAIRD | InCareOfNm |
| Business Name Control | RAPP | BusinessNameControlTxt |
| Phone | 4155937111 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1150 25TH STREET | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94107 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DEBORAH RAPPAPORT | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4155937111 | PhoneNum |
| Signature | 2019-04-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID M SACARELOS | PreparerPersonNm |
| PTIN | P00082838 | PTIN |
| Phone | 6503654646 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 12.97.82.67 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 94293920193195000011 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2019-11-15 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 8F61C3828856B5DF1C749AA0A150C03CFD7FAD8B | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 2D9EAB17DD7B506CE364A304C718C389B2F69A76 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-04-17 16:48:07Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,454,451 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
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 |
| Dividends Rev And Expnss | $184,446 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $184,446 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$50,647 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,232,361 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $35,775 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $169,574 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $184,446 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $120,504 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $120,504 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $500 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $500 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,560 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $780 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $780 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $38,252 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $27,431 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $10,821 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $39,335 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,560 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $43,093 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $14,133 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $28,960 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $243,244 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $45,904 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $161,565 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $875,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $875,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,118,244 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $45,904 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,036,565 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$948,670 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $138,542 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $62,033 | CashBOYAmt |
| Cash EOY | $57,230 | CashEOYAmt |
| Cash EOYFMV | $57,230 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $246,366 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $310,562 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $310,562 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $6,486,626 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,762,350 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,762,350 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $642,492 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $824,301 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $824,301 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $300,286 | OtherAssetsBOYAmt |
| Other Assets EOY | $500,008 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $500,008 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $7,737,803 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,454,451 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,454,451 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $8,045 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $5,272 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $17,440 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $17,440 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $25,485 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $22,712 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $7,712,318 | UnrestrictedBOYAmt |
| Unrestricted EOY | $6,431,739 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,712,318 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,431,739 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,737,803 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,454,451 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,712,318 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$948,670 | ExcessRevenueOverExpensesAmt |
| Subtotal | $6,763,648 | SubtotalAmt |
| Other Decreases | $331,909 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,431,739 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $2,137,326 | $2,187,460 | -$50,134 | -$50,134 |
| PUBLICLY TRADED SECURITIES | $95,035 | $95,548 | -$513 | -$513 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$50,647 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,477,015 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $8,307,385 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.177795 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $302,869 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $7,746,684 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.039097 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $364,521 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $8,323,151 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.043796 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $456,288 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $7,762,830 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.058779 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $30,484 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $7,972,917 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.003823 | DistributionYr5Rt |
| Total Distribution | 0.32329 | TotalDistributionRt |
| Average Distribution | 0.064658 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $6,883,983 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $445,105 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,385 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $446,490 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,236,565 | 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 | $1,385 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,385 | SubtotalAmt |
| Tax Based On Investment Income | $1,385 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $35,775 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $35,775 | TotalPaymentsAndCreditsAmt |
| Overpayment | $34,390 | OverpaymentAmt |
| Applied To ES Tax | $34,390 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NV | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.RAPPAPORTFAMILYFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHERISSE BAIRD | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4155937111 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1150 25TH STREET | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94107 | 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 | Yes (true) | 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 |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| DEBORAH RAPPAPORT | ||||||||
| 1150 25TH STREET | SAN FRANCISCO | CA | 94107 | PRESIDENT | 20.0 | $0 | $0 | $0 |
| ANDREW RAPPAPORT | ||||||||
| 1150 25TH STREET | SAN FRANCISCO | CA | 94107 | SECRETARY/TREASURER | 3.0 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KATHLEEN RUIZ-HEALY | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1150 25TH STREET | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94107 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | VICE PRESIDENT | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 20.0 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $120,504 | CompensationAmt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | LOAN MADE AT A BELOW-MARKET INTEREST RATE TO CREATE AND SUSTAIN PERMANENTLY AFFORDABLE RENTAL AND OWNERSHIP HOUSING SERVING LOW AND MODERATE INCOME RESIDENTS. | Description1Txt |
| Expenses1 | $200,000 | Expenses1Amt |
| Total | $200,000 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $6,008,220 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $246,912 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $733,683 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,988,815 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,988,815 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $104,832 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,883,983 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $344,199 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $344,199 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,385 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,385 | TotalTaxAmt |
| Distributable Before Adj | $342,814 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $342,814 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $342,814 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,036,565 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $200,000 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $1,236,565 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,385 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,235,180 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $342,814 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2016 | PriorYear1Yr |
| Prior Year2 | 2015 | PriorYear2Yr |
| Prior Year3 | 2014 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $456,288 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr1 | $1,066,514 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,522,802 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,236,565 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $342,814 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $893,751 | RemainingDistriFromCorpusAmt |
| Total Corpus | $2,416,553 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $2,416,553 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $456,288 | ExcessFromYear4Amt |
| Excess From Year1 | $1,066,514 | ExcessFromYear1Amt |
| Excess From Current Year | $893,751 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ANDREW AND DEBORAH RAPPAPORT | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| PEOPLE FOR THE AMERICAN WAY FOUNDATION | ||||||||
| 1101 15TH STREET NW 600 | WASHINGTON | DC | 20005 | NONE | PC | PROJECT-SPECIFIC SUPPORT FOR PFAW FOUNDATION'S YOUTH LEADERSHIP PROGRAMS | $30,000 | |
| GENERATION PROGRESS | ||||||||
| 1333 H STREET NW | WASHINGTON | DC | 20005 | NONE | PC | PROJECT SPECIFIC SUPPORT FOR GENERATION PROGRESS' FIGHT FOR A FUTURE PROGRAM | $45,000 | FIRST FLOOR |
| ALLIANCE FOR YOUTH ORGANIZING DBA MOVE SAN ANTONIO | ||||||||
| 915 5TH NW | WASHINGTON | DC | 20001 | NONE | PC | PROJECT-SPECIFIC SUPPORT TO ITS CAPACITY TO HANDLE INCREASE DEMAND FOR ORGANIZING AROUND GUN SAFETY | $150,000 | |
| NEW VENTURE FUND | ||||||||
| 1201 CONNECTICUT AVE NW | WASHINGTON | DC | 20036 | NONE | PC | PROJECT-SPECIFIC SUPPORT FOR ITS COMMUNITY JUSTICE REFORM COALITION | $250,000 | SUITE 300 |
| TEXAS ACCESS TO JUSTICE FOUNDATION | ||||||||
| PO BOX 12886 | AUSTIN | TX | 78711 | NONE | PC | PROJECT-SPECIFIC SUPPORT OF THE FAMILY REUNIFICATION PROJECT | $250,000 | |
| FREEDOM FOR IMMIGRANTS | ||||||||
| 1322 WEBSTER ST | OAKLAND | CA | 94612 | NONE | PC | PROJECT-SPECIFIC SUPPORT FOR HOTLINE | $150,000 | SUITE 300 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $875,000 | 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 |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $184,446 | 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 | -$50,647 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCISE TAX REFUND | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $35,775 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $169,574 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $169,574 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TAX RETURN PREPARATION AND | |||
| ACCOUNTING SERVICES | $1,560 | $780 | $780 |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (28 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| SEAGATE TECHNOLOGY | $578,001 | $578,001 |
| BLACKROCK STRATEGIC | $116,119 | $116,119 |
| DOUBLELINE TOTAL RETURN | $126,081 | $126,081 |
| EATON VANCE FLOATING | $222,558 | $222,558 |
| ISHARES CORE S&P MID-CAP | $195,120 | $195,120 |
| ISHARES CORE S&P SMALL | $166,368 | $166,368 |
| ISHARES IBOXX$ | $0 | $0 |
| ISHARES EDGE MSCI MIN | $136,240 | $136,240 |
| ISHARES CURRENCY HEDGED | $0 | $0 |
| ISHARES EDGE MSCI | $0 | $0 |
| ISHARES 1-3 YEAR | $0 | $0 |
| ISHARES INTL SELECT | $86,130 | $86,130 |
| ISHARES EDGE MSCI | $483,588 | $483,588 |
| ISHARES EMERGING MARKETS | $175,921 | $175,921 |
| ISHARES SHORT MATURITY | $249,250 | $249,250 |
| LOOMIS SAYLES STRATEGIC | $0 | $0 |
| POWERSHARES ETF FTSE | $0 | $0 |
| TEMPLETON GLBL BOND FD | $114,244 | $114,244 |
| THIRD AVENUE FOCUSED | $0 | $0 |
| VANGUARD REIT ETF | $223,710 | $223,710 |
| VANGUARD DIVIDEND | $558,315 | $558,315 |
| VOYA FLOATING RATE FUND | $0 | $0 |
| JP MORGAN EXCHNAGE EFT | $300,780 | $300,780 |
| PUTNAM SHORT DURATION | $206,819 | $206,819 |
| VANGUARD SMALL CAP | $143,869 | $143,869 |
| INVESCO FTSE RAFI US | $385,966 | $385,966 |
| INVESCO SENIOR LOAN ETF | $108,900 | $108,900 |
| ISHARES EDGE MSCI MIN | $184,371 | $184,371 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| LEGACY VENTURE VII, LLC | FMV | $796,034 | $796,034 |
| LEGACY VENTURE IX | FMV | $28,267 | $28,267 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | GENERAL CORPORATE COUNSEL | CategoryTxt |
| Legal Fees | $500 | LegalFeesAmt |
| Disbursements Charitable Prps | $500 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PREPAID INSURANCE | $278 | $0 | $0 |
| OTHER RECEIVABLE | $8 | $8 | $8 |
| ISLAND HOUSING TRUST CORP. | $300,000 | $500,000 | $500,000 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET CHANGE IN UNREALIZED GAIN/LOSS | Desc |
| Amt | $331,909 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| DUES AND SUBSCRIPTIONS | $536 | $536 | |
| BANK FEES | $1,065 | $1,065 | |
| PAYROLL FEES | $556 | $556 | |
| WORKERS COMPENSATION INSURANCE | $1,435 | $1,435 | |
| FRINGE BENEFITS | $9,527 | $9,527 | |
| FILING FEES | $149 | $149 | |
| MEMBERSHIP DUES | $3,500 | $3,500 | |
| DEDUCTIONS FROM PARTNERSHIP | $14,133 | $14,133 | |
| TRAVEL EXPENSE | $12,155 | $12,155 | |
| OFFICE SUPPLIES | $37 | $37 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCISE TAX REFUND | Desc |
| Revenue And Expenses Per Books | $35,775 | RevenueAndExpensesPerBooksAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED FEDERAL EXCISE TAX | Desc |
| BOY Book Value | $17,440 | BOYBookValueAmt |
| EOY Book Value | $17,440 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| PROGRAM EXPENSES | $10,821 | $10,821 | |
| INVESTMENT FEES | $27,431 | $27,431 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FEDERAL EXCISE TAX | $35,775 | |
| FOREIGN TAX PAID | $3,560 | $3,560 |
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