MICHAEL B RUKIN CHARITABLE FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- MICHAEL B RUKIN CHARITABLE FOUNDATION (EIN 22-2992115)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-15
- IRS object ID
- 201813199349101301
- Schema version
- 2017v2.3
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp 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 | 2018-11-15T08:53:35-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 201036865 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UMBREIT KORENGEL & 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 | 2017-01-01 | 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 RUKIN BAYLES | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6105942065 | PhoneNum |
| Signature | 2018-11-11 | 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 | 2018-11-14 | 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 | 2018-11-15 | IPDt |
| IP Tm | 07:53:35 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | A535520003AFF75C8DCB521504439EF4FF5C719D | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | FBBB311BA990602759CFC3F77901CD955B35EA74 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | 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 | $7,963,082 | 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 | $145,809 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $145,809 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $36,063 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $420,856 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $36,063 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$353,164 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | -$171,292 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $181,872 | 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 | $3,600 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,800 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,800 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $41,515 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $30,449 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $11,066 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,175 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $108 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $3,067 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $8,543 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $8,543 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $610 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $610 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $8,167 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $100,610 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $49,857 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $42,586 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $321,087 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $321,087 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $421,697 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $49,857 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $363,673 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$592,989 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $132,015 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $512,692 | CashBOYAmt |
| Cash EOY | $556,603 | CashEOYAmt |
| Cash EOYFMV | $556,603 | CashEOYFMVAmt |
| Corporate Stock BOY | $5,981,479 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,068,787 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,406,479 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $15,256 | OtherInvestmentsBOYAmt |
| Total Assets BOY | $6,509,427 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,625,390 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,963,082 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $16,973 | AccountsPayableEOYAmt |
| Other Liabilities EOY | $422,461 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $439,434 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $6,509,427 | CapitalStockBOYAmt |
| Capital Stock EOY | $6,185,956 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,509,427 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,185,956 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,509,427 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,625,390 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,509,427 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$592,989 | ExcessRevenueOverExpensesAmt |
| Other Increases | $269,518 | OtherIncreasesAmt |
| Subtotal | $6,185,956 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $6,185,956 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| GS | P | 2017-01-01 | 2017-12-01 | $53,755 | $54,727 | -$972 | -$972 |
| GS | P | 2015-01-01 | 2017-12-01 | $360,747 | $330,066 | $30,681 | $30,681 |
| FROM K-1 | P | 2015-01-01 | 2017-12-01 | $76 | $76 | $76 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $36,063 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $332,008 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $6,677,169 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.049723 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $235,829 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $7,410,091 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.031825 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $31,421 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,699,738 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.008493 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $30,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,141,247 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.009550 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $19,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $357,201 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.053191 | DistributionYr5Rt |
| Total Distribution | 0.152782 | TotalDistributionRt |
| Average Distribution | 0.030556 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $7,390,237 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $225,816 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,320 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $227,136 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $363,673 | 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 | $1,320 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,320 | SubtotalAmt |
| Tax Based On Investment Income | $1,320 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,233 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $5,233 | TotalPaymentsAndCreditsAmt |
| Overpayment | $3,913 | OverpaymentAmt |
| Applied To ES Tax | $3,913 | 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 RUKIN BAYLES | 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MORREEN RUKIN BAYLES | 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 | 8.00 | 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 | $7,060,283 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $442,496 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,502,779 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $7,502,779 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $112,542 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,390,237 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $369,512 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $369,512 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,320 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,320 | TotalTaxAmt |
| Distributable Before Adj | $368,192 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $368,192 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $368,192 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $363,673 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $363,673 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,320 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $362,353 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $368,192 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $332,008 | UndistributedIncomePYAmt |
| Excess Distribution Cyov Yr1 | $39,768 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $39,768 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $363,673 | QualifyingDistributionsAmt |
| Applied To Year1 | $332,008 | AppliedToYear1Amt |
| Applied To Current Year | $31,665 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $39,768 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $39,768 | ExcessDistributionCyovAppCYAmt |
| Undistributed Income CY | $296,759 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (43 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 | $13,000 | |
| 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 | |
| AMERICAN FRIENDS OF KOLOT | |||||||||
| 27 WEST 72ND ST | NEW YORK | NY | 10023 | NONE | NONPROFIT | UNRESTRICTED | $10,000 | ||
| AMERICAN HEART ASSOCIATION | |||||||||
| 7272 GREENVILLE AVENUE | DALLAS | TX | 75231 | NONE | NONPROFIT | UNRESTRICTED | $1,500 | ||
| AMERICAN JEWISH JOINT | |||||||||
| 30 S 15TH ST 801 | PHILADELPHIA | PA | 19102 | NONE | NONPROFIT | UNRESTRICTED | $47,500 | ||
| TRUTH BE TOLD | |||||||||
| PO BOX 40221 | AUSTIN | TX | 78704 | NONE | NONPROFIT | UNRESTRICTED | $3,000 | ||
| 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 | $6,000 | ||
| BOSTON CHILDRENS HOSPITAL | |||||||||
| 300 LONGWOOD AVENUE | BOSTON | MA | 02115 | NONE | NONPROFIT | MITOCHONDRIA RESEARCH | $40,000 | ||
| BOSTON CHILDRENS HOSPITAL | |||||||||
| 300 LONGWOOD AVENUE | BOSTON | MA | 02115 | NONE | NONPROFIT | CANCER RESEARCH | $40,000 | ||
| 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 | $5,000 | ||
| BRIDGE HOUSE | |||||||||
| 4150 EARHART BOULEVARD | NEW ORLEANS | LA | 70125 | NONE | NONPROFIT | UNRESTRICTED | $2,000 | ||
| CHILDREN'S TUMOR FOUNDATION | |||||||||
| 120 WALL ST | NEW YORK | NY | 10005 | NONE | NONPROFIT | UNRESTRICTED | $750 | ||
| CONGREGATION SHAARAY TIKRAH | |||||||||
| 26811 FAIRMOUNT BLVD | CLEVELAND | OH | 44122 | NONE | NONPROFIT | UNRESTRICTED | $2,800 | ||
| CRADLES TO CRAYONS | |||||||||
| 30 CLIPPER ROAD | CONSHOHOCKEN | PA | 19428 | NONE | NONPROFIT | UNRESTRICTED | $2,000 | ||
| DAIRY ARTS CENTER | |||||||||
| 2590 WALNUT ST | BOULDER | CO | 80302 | NONE | NONPROFIT | UNRESTRICTED | $1,500 | ||
| EPIDEMIC ANSWERS | |||||||||
| 360 BLOOMFIELD AVE | SUITE 301 | WINDSOR | CT | 06095 | NONE | NONPROFIT | UNRESTRICTED | $1,000 | |
| FAMILY LIVES ON | |||||||||
| 582 WHARTON BOULEVARD | EXTON | PA | 19341 | NONE | NONPROFIT | UNRESTRICTED | $3,500 | ||
| FRIENDS OF KOL HANESHAMA | |||||||||
| 85 4TH AVE 800 | NEW YORK | NY | 10003 | NONE | NONPROFIT | UNRESTRICTED | $10,000 | ||
| GEAUGA HUMANE SOCIETY RESCUE VILLAG | |||||||||
| 15463 CHILLICOTHE RD | RUSSELL TWP | OH | 44072 | NONE | NONPROFIT | UNRESTRICTED | $200 | ||
| GLOBAL GOOD FUND | |||||||||
| 10211 WINCOPIN CIRCLE | SUITE 300 | COLUMBIA | MD | 21044 | NONE | NONPROFIT | UNRESTRICTED | $6,000 | |
| HAWKEN SCHOOL | |||||||||
| 5000 CLUBSIDE RD | LYNDHURST | OH | 44124 | NONE | EDUCATIONAL | UNRESTRICTED | $2,750 | ||
| HAZON | |||||||||
| 125 MAIDEN LANE | SUITE 8B | NEW YORK | NY | 10038 | NONE | NONPROFIT | UNRESTRICTED | $1,500 | |
| HILLEL INTERNATIONAL | |||||||||
| 800 EIGHTH STREET NW | WASHINGTON | DC | 200013724 | NONE | NONPROFIT | UNRESTRICTED | $20,000 | ||
| HOME OF THE SPARROW | |||||||||
| 969 E SWEDESFORD RD | EXTON | PA | 19341 | NONE | NONPROFIT | UNRESTRICTED | $2,000 | ||
| JEWISH FEDERATION OF CLEVELAND | |||||||||
| 25701 SCIENCE PARK DR | BEACHWOOD | OH | 44122 | NONE | NONPROFIT | UNRESTRICTED | $1,200 | ||
| JEWISH FUNDERS NETWORK | |||||||||
| 150 W 30TH ST | NEW YORK | NY | 10001 | NONE | NONPROFIT | UNRESTRICTED | $600 | ||
| JDC | |||||||||
| PO BOX 4124 | NEW YORK | NY | 10163 | NONE | NONPROFIT | UNRESTRICTED | $1,587 | ||
| JOSEPH SLIFKA CENTER FOR JEWISH LIF | |||||||||
| 80 WALL ST | NEW HAVEN | CT | 06511 | NONE | NONPROFIT | UNRESTRICTED | $1,250 | ||
| MONTGOMERY SCHOOL | |||||||||
| 1141 KIMBERTON ROAD | CHESTER SPRINGS | PA | 19425 | NONE | EDUCATION | UNRESTRICTED | $1,000 | ||
| NATIONAL BRAIN TUMOR SOCIETY | |||||||||
| 55 CHAPEL ST | SUITE 200 | NEWTON | MA | 02458 | NONE | NONPROFIT | UNRESTRICTED | $1,500 | |
| NO KID HUNGRY | |||||||||
| PO BOX 75475 | BALTIMORE | MD | 21275 | NONE | NONPROFIT | UNRESTRICTED | $2,500 | SHARE OUR STRENGTH | |
| FOUNDATION FOR FREE ENTERPRISE | |||||||||
| 3076 W 12TH ST | ERIE | PA | 16505 | NONE | EDUCATION | FREE ENTERPRISE WEEK | $8,000 | EDUCATION | |
| PEF ISRAEL ENDOWMENT | |||||||||
| 630 3RD AVE | NEW YORK | NY | 10017 | NONE | NONPROFIT | UNRESTRICTED | $18,500 | ||
| RAINBOW BABIES AND CHILDREN | |||||||||
| 11100 EUCLID AVE | CLEVELAND | OH | 44106 | NONE | NONPROFIT | UNRESTRICTED | $2,550 | ||
| REFUGEPOINT | |||||||||
| 689 MASSACHUSETTS AVE | CAMBRIDGE | MA | 02139 | NONE | NONPROFIT | UNRESTRICTED | $6,000 | ||
| SHANEROCK - ALWAYS BELIEVE | |||||||||
| 6060 PARKLAND BLVD | SUITE 100 | CLEVELAND | OH | 44124 | NONE | NONPROFIT | UNRESTRICTED | $500 | |
| STUYVESANT HIGH SCHOOL | |||||||||
| PO BOX 3531 | NEW YORK | NY | 10008 | NONE | EDUCATION | CCNY FUND | $25,000 | ||
| THE GATHERING PLACE | |||||||||
| 23300 COMMERCE PARK | BEACHWOOD | OH | 44122 | NONE | NONPROFIT | UNRESTRICTED | $1,250 | ||
| THE PERRY INITIATIVE | |||||||||
| SPENCER LAB ROOM 126 | 130 ACADEMY ST | NEWARK | DE | 19716 | NONE | NONPROFIT | UNRESTRICTED | $13,500 | |
| UNIVERSITY OF NEW HAMPSHIRE | |||||||||
| 150 MAIN STREET | DURHAM | NH | 03824 | NONE | NONPROFIT | UNRESTRICTED | $4,000 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $321,087 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $145,809 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $35,987 | ExclusionAmt |
| Related Or Exempt Function Incm | $76 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp (4 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt |
|---|---|---|
| FROM K-1 | 900003 | -$68 |
| FROM K-1 | 900003 | -$333,797 |
| FROM K-1 | 900003 | -$27 |
| FROM K-1 | 900003 | -$19,272 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$353,164 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $181,796 | ExclusionAmt |
| Related Or Exempt Function Incm | $76 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$171,292 | 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 | $3,600 | Amt |
| Net Investment Income | $1,800 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,800 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| SEI 9621 SECURITIES | $2,562,689 | $3,250,137 |
| GS 958-8 SECURITIES | $437,335 | $583,512 |
| GS 957-0 SECURITIES | $2,506,063 | $2,875,470 |
| GS 956-2 SECURITIES | $455,660 | $595,775 |
| GS 988-0 SECURITIES | $107,040 | $101,585 |
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 | $8,167 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| FROM K-1 | -$68 |
| FROM K-1 | -$333,797 |
| FROM K-1 | -$27 |
| FROM K-1 | -$19,272 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TIMING DIFFERENCE | Desc |
| Amt | $269,518 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFICIT IN PARTNERSHIP CAPITAL | Desc |
| EOY Book Value | $422,461 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $30,446 | $30,446 | |
| PAYROLL SERVICE FEES | $1,019 | $1,019 | |
| OUTSIDE CONTRACT SERVICES | $10,047 | $10,047 | |
| INTEREST EXPENSE | $3 | $3 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| PAYROLL TAXES | $2,997 | $2,997 | |
| MA FILING FEE | $70 | $70 | |
| FOREIGN TAX PAID | $108 | $108 |
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