MICHAEL B RUKIN CHARITABLE FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- MICHAEL B RUKIN CHARITABLE FOUNDATION (EIN 22-2992115)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-10-23
- IRS object ID
- 201942969349100014
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-10-23T14:14:01-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 823840465 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UMBREIT WILECZEK & ASSOCIATES PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 714 E BALTIMORE PIKE | AddressLine1Txt |
| City | KENNETT SQUARE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19348 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 222992115 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHAEL B RUKIN CHARITABLE | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MICH | BusinessNameControlTxt |
| Phone | 6105942065 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401E GORDON DRIVE | AddressLine1Txt |
| City | EXTON | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19341 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MORREEN NAOMI RUKIN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6105942065 | PhoneNum |
| Signature | 2019-05-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KATHLEEN A WILECZEK CPA | PreparerPersonNm |
| PTIN | P01410073 | PTIN |
| Phone | 6104443222 | PhoneNum |
| Preparation | 2019-05-30 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 96.93.19.209 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-10-23 | IPDt |
| IP Tm | 14:14:01 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 3CAE0AB325DE415BDB3BFE7EB0072DED6DA6BD53 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | A535520003AFF75C8DCB521504439EF4FF5C719D | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,399,142 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $184,410 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $120,803 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $64,263 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $594,518 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,932 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$668,690 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | -$420,017 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $126,735 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $35,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $17,500 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $17,500 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $8,225 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,112 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,113 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $49,879 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $38,204 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $11,675 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,578 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $15 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $2,563 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $18,550 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $18,550 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $49 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $49 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $8,674 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $122,955 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $59,831 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $54,450 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $370,050 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $370,050 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $493,005 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $59,831 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $424,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$913,022 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $66,904 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $556,603 | CashBOYAmt |
| Cash EOY | $821,419 | CashEOYAmt |
| Cash EOYFMV | $821,419 | CashEOYFMVAmt |
| Corporate Stock BOY | $6,068,787 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,185,434 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,577,723 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $6,625,390 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,006,853 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,399,142 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $16,973 | AccountsPayableBOYAmt |
| Other Liabilities BOY | $422,461 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $1,500,018 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $439,434 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,500,018 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $6,185,956 | CapitalStockBOYAmt |
| Retained Earning EOY | $5,506,835 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,185,956 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,506,835 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,625,390 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,006,853 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,185,956 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$913,022 | ExcessRevenueOverExpensesAmt |
| Other Increases | $233,901 | OtherIncreasesAmt |
| Subtotal | $5,506,835 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $5,506,835 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,932 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $362,353 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $7,390,237 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.049031 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $332,008 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $6,677,169 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.049723 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $235,829 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $7,410,091 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.031825 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $31,421 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,699,738 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.008493 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $30,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,141,247 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.009550 | DistributionYr5Rt |
| Total Distribution | 0.148622 | TotalDistributionRt |
| Average Distribution | 0.029724 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $8,060,000 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $239,575 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $669 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $240,244 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $424,500 | 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 | $669 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $669 | SubtotalAmt |
| Tax Based On Investment Income | $669 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,913 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $3,913 | TotalPaymentsAndCreditsAmt |
| Overpayment | $3,244 | OverpaymentAmt |
| Applied To ES Tax | $3,244 | 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 | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | MORREEN NAOMI RUKIN | IndividualWithBooksNm |
| Phone | 6105942065 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O CRS 401E GORDON DRIVE | AddressLine1Txt |
| City | EXTON | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19341 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MORREEN NAOMI RUKIN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401E GORDON DRIVE | AddressLine1Txt |
| City | EXTON | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19341 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 000.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $35,000 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $7,361,276 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $821,465 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,182,741 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $8,182,741 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $122,741 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,060,000 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $403,000 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $403,000 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $669 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $669 | TotalTaxAmt |
| Distributable Before Adj | $402,331 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $402,331 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $402,331 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $424,500 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $424,500 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $669 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $423,831 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $402,331 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $296,759 | UndistributedIncomePYAmt |
| Qualifying Distributions | $424,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $296,759 | AppliedToYear1Amt |
| Applied To Current Year | $127,741 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $274,590 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (32 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| AGAHOZO SHALOM YOUTH VILLAGE | |||||||||
| 620 EIGHTH AVENUE | 19TH FL | NEW YORK | NY | 10018 | NONE | NONPROFIT | UNRESTRICTED | $21,000 | |
| AKIVA HIGH SCHOOL | |||||||||
| 26500 SHAKER BLVD | BEACHWOOD | OH | 44122 | NONE | EDUCATION | UNRESTRICTED | $250 | ||
| ALEX'S LEMONADE STAND FDN | |||||||||
| 111 PRESIDENTIAL BLVD | SUITE 203 | BALA CYNWYD | PA | 19004 | NONE | NONPROFIT | UNRESTRICTED | $6,900 | |
| KOLOT | |||||||||
| 1299 CHURCH ROAD | WYNCOTE | PA | 19095 | NONE | NONPROFIT | UNRESTRICTED | $40,000 | ||
| BOSC | |||||||||
| PO BOX 1765 | BOULDER | CO | 80306 | NONE | NONPROFIT | UNRESTRICTED | $500 | ||
| COMMUNITY FIRST FOUNDATION | |||||||||
| 5855 WADSWORTH BYPASS | UNIT A | ARVADA | CO | 80003 | NONE | NONPROFIT | UNRESTRICTED | $2,000 | |
| TRUTH BE TOLD | |||||||||
| PO BOX 40221 | AUSTIN | TX | 78704 | NONE | NONPROFIT | UNRESTRICTED | $1,000 | ||
| BIG BROTHERS BIG SISTERS AMERICA | |||||||||
| 2502 N ROCKY POINT DRIVE | SUITE 550 | TAMPA | FL | 33607 | NONE | NONPROFIT | UNRESTRICTED | $2,000 | |
| BIRTHRIGHT ISRAEL FOUNDATION | |||||||||
| PO BOX 21615 | NEW YORK | NY | 10087 | NONE | NONPROFIT | UNRESTRICTED | $40,000 | ||
| BOSTON CHILDRENS HOSPITAL | |||||||||
| 300 LONGWOOD AVENUE | BOSTON | MA | 02115 | NONE | NONPROFIT | CANCER RESEARCH | $110,000 | ||
| BOULDER FOOD RESCUE | |||||||||
| PO BOX 284 | BOULDER | CO | 803060284 | NONE | NONPROFIT | UNRESTRICTED | $1,000 | ||
| BOULDER JCC | |||||||||
| 6007 OREGON AVE | BOULDER | CO | 80303 | NONE | NONPROFIT | UNRESTRICTED | $3,000 | ||
| CONGREGATION SHAARAY TIKRAH | |||||||||
| 26811 FAIRMOUNT BLVD | CLEVELAND | OH | 44122 | NONE | NONPROFIT | UNRESTRICTED | $2,950 | ||
| DAIRY ARTS CENTER | |||||||||
| 2590 WALNUT ST | BOULDER | CO | 80302 | NONE | NONPROFIT | UNRESTRICTED | $2,000 | ||
| EPIDEMIC ANSWERS | |||||||||
| 360 BLOOMFIELD AVE | SUITE 301 | WINDSOR | CT | 06095 | NONE | NONPROFIT | UNRESTRICTED | $1,000 | |
| GLOBAL GOOD FUND | |||||||||
| 10211 WINCOPIN CIRCLE | SUITE 300 | COLUMBIA | MD | 21044 | NONE | NONPROFIT | UNRESTRICTED | $16,000 | |
| HAZON | |||||||||
| 125 MAIDEN LANE | SUITE 8B | NEW YORK | NY | 10038 | NONE | NONPROFIT | UNRESTRICTED | $3,500 | |
| HILLEL INTERNATIONAL | |||||||||
| 800 EIGHTH STREET NW | WASHINGTON | DC | 200013724 | NONE | NONPROFIT | UNRESTRICTED | $15,000 | ||
| HOLOCAUST MEMORIAL | |||||||||
| 100 RAOUL WALLENBERG PL | SW | WASHINGTON | DC | 20024 | NONE | NONPROFIT | UNRESTRICTED | $5,000 | |
| JEWISH FEDERATION OF CLEVELAND | |||||||||
| 25701 SCIENCE PARK DR | BEACHWOOD | OH | 44122 | NONE | NONPROFIT | UNRESTRICTED | $1,200 | ||
| JEWISH ARTS COLLABORATIVE | |||||||||
| 303 1320 CENTRE ST | NEWTON | MA | 02459 | NONE | NONPROFIT | UNRESTRICTED | $42,500 | ||
| MONTGOMERY SCHOOL | |||||||||
| 1141 KIMBERTON ROAD | CHESTER SPRINGS | PA | 19425 | NONE | EDUCATION | UNRESTRICTED | $1,250 | ||
| NATIONAL BRAIN TUMOR SOCIETY | |||||||||
| 55 CHAPEL ST | SUITE 200 | NEWTON | MA | 02458 | NONE | NONPROFIT | UNRESTRICTED | $500 | |
| NO KID HUNGRY | |||||||||
| PO BOX 75475 | BALTIMORE | MD | 21275 | NONE | NONPROFIT | UNRESTRICTED | $1,500 | SHARE OUR STRENGTH | |
| FOUNDATION FOR FREE ENTERPRISE | |||||||||
| 3076 W 12TH ST | ERIE | PA | 16505 | NONE | EDUCATION | FREE ENTERPRISE WEEK | $5,000 | EDUCATION | |
| PEF ISRAEL ENDOWMENT | |||||||||
| 630 3RD AVE | NEW YORK | NY | 10017 | NONE | NONPROFIT | UNRESTRICTED | $18,000 | ||
| UH INSTITUTIONAL RELATIONS & DEV | |||||||||
| PO BOX 94554 | CLEVELAND | OH | 44101 | NONE | NONPROFIT | UNRESTRICTED | $2,500 | ||
| REFUGEPOINT | |||||||||
| 689 MASSACHUSETTS AVE | CAMBRIDGE | MA | 02139 | NONE | NONPROFIT | UNRESTRICTED | $12,000 | ||
| LOCAL THEATRE COMPANY | |||||||||
| 1630 30TH ST 171 | BOULDER | CO | 80301 | NONE | NONPROFIT | UNRESTRICTED | $1,000 | ||
| ROCHESTER BROADWAY | |||||||||
| 885 EAST MAIN STREET | ROCHESTER | NY | 14605 | NONE | EDUCATION | UNRESTRICTED | $5,000 | ||
| THE GATHERING PLACE | |||||||||
| 23300 COMMERCE PARK | BEACHWOOD | OH | 44122 | NONE | NONPROFIT | UNRESTRICTED | $1,500 | ||
| ROCHESTER BALLET | |||||||||
| 1326 UNIVERSITY AVE | ROCHESTER | NY | 14607 | NONE | NONPROFIT | UNRESTRICTED | $5,000 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $370,050 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $120,803 | ExclusionAmt |
| Related Or Exempt Function Incm | $63,607 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $64,187 | ExclusionAmt |
| Related Or Exempt Function Incm | $76 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp (4 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt |
|---|---|---|
| FROM K-1 | 900003 | -$8 |
| FROM K-1 | 900003 | -$642,728 |
| FROM K-1 | 900003 | $278 |
| FROM K-1 | 900003 | -$26,232 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$668,690 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $184,990 | ExclusionAmt |
| Related Or Exempt Function Incm | $63,683 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$420,017 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING SERVICES | CategoryTxt |
| Amt | $8,225 | Amt |
| Net Investment Income | $4,112 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,113 | DisbursementsCharitablePrpsAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (3 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| GOLDMAN SACHS | 2018-01 | PURCHASE | 2018-12 | $63,536 | $63,622 | -$86 |
| GOLMAN SACHS | 2017-01 | PURCHASE | 2018-12 | $524,974 | $466,633 | $58,341 |
| FROM K-1 | PURCHASE | $76 | $76 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| SEI 9621 SECURITIES | $2,546,958 | $2,621,930 |
| GS 958-8 SECURITIES | $456,544 | $539,195 |
| GS 957-0 SECURITIES | $2,600,172 | $2,743,948 |
| GS 956-2 SECURITIES | $474,720 | $580,414 |
| GS 988-0 SECURITIES | $107,040 | $92,236 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | PARTNERSHIP INTERESTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| EXPENSES | |
| FROM K-1 | $8,674 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| FROM K-1 | -$8 |
| FROM K-1 | -$642,728 |
| FROM K-1 | $278 |
| FROM K-1 | -$26,232 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| TIMING DIFFERENCE | $233,370 |
| RETURN OF CAPITAL | $531 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFICIT IN PARTNERSHIP CAPITAL | Desc |
| BOY Book Value | $422,461 | BOYBookValueAmt |
| EOY Book Value | $1,500,018 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $33,486 | $33,486 | |
| PAYROLL SERVICE FEES | $1,075 | $1,075 | |
| OUTSIDE CONTRACT SERVICES | $10,000 | $10,000 | |
| INTEREST EXPENSE | $4,718 | $4,718 | |
| JEWISH FUNDERS NETWORK | $600 | $600 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| PAYROLL TAXES | $2,563 | $2,563 | |
| MA FILING FEE | |||
| FOREIGN TAX PAID | $15 | $15 |
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