TAMARA L HARRIS FOUNDATION INC: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- TAMARA L HARRIS FOUNDATION INC (EIN 45-3452143)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-13
- IRS object ID
- 201743179349101819
- Schema version
- 2016v3.1
- 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
- Depreciation Schedule
- Expenditure Responsibility Stmt
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-13T14:10:46-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRANKEL LOUGHRAN STARR VALL LLP-WA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7900 SE 28TH STREET STE 226 | AddressLine1Txt |
| City | MERCER ISLAND | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98040 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 453452143 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TAMARA L HARRIS FOUNDATION INC | BusinessNameLine1Txt |
| Business Name Line2 | C/O HARAMAT HOLDINGS LLC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % TAMARA L HARRIS | InCareOfNm |
| Business Name Control | TAMA | BusinessNameControlTxt |
| Phone | 9736228210 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 105 GROVE STREET 9 | AddressLine1Txt |
| City | MONTCLAIR | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07042 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TAMARA H ROBINSON | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 2062754600 | PhoneNum |
| Signature | 2017-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DARCY A LOUGHRAN | PreparerPersonNm |
| PTIN | P00429203 | PTIN |
| Phone | 2062754600 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 67.148.102.154 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 91725420173175000000 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2017-11-13 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | F50824A0190D0008867BC140ACCDA048A68749B7 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | F50824A0190D0008867BC140ACCDA048A68749B7 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,846,963 | 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 | $4,665 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $70 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $0 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $97,274 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $97,274 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $23,252 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $356,372 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $23,252 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $776 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $126,037 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $120,526 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $4,665 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,333 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $2,332 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $18,125 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $18,125 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $2,267 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $627 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $2,500 | TravConfMeetingRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $53 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $27,610 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $21,085 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,332 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $352,100 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $352,100 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $379,710 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $21,085 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $354,432 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$253,673 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $99,441 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,421,882 | CashBOYAmt |
| Cash EOY | $884,153 | CashEOYAmt |
| Cash EOYFMV | $884,153 | CashEOYFMVAmt |
| Corporate Stock BOY | $3,544,294 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,828,350 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,962,810 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $4,966,176 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,712,503 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,846,963 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $4,966,176 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,712,503 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,966,176 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,712,503 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,966,176 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,712,503 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,966,176 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$253,673 | ExcessRevenueOverExpensesAmt |
| Subtotal | $4,712,503 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $4,712,503 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 193.715 SHS GOLDMAN SACHS RISING DIV GR FD INST | 2016-11-16 | $4,002 | $3,989 | $13 | $13 | ||
| 21.545 SHS VIRTUS FOREIGN OPPTY CL I | 2016-11-16 | $575 | $613 | -$38 | -$38 | ||
| 5,851.288 SHS AQR RISK BALANCED CMDY | 2016-11-16 | $37,711 | $50,000 | -$12,289 | -$12,289 | 2013-10-10 | |
| 11,783.036 SHS GOLDMAN SACHS RISING DIV GWTH FD INST | 2016-11-16 | $243,408 | $227,492 | $15,916 | $15,916 | ||
| 1,898.821 SHS VIRTUS FOREIGN OPPTY CL I | 2016-11-16 | $50,650 | $51,026 | -$376 | -$376 | ||
| CAPITAL GAIN DIVIDENDS | $20,026 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $23,252 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $223,242 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,095,228 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.043814 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $293,354 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $5,310,583 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.05524 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $281,178 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $5,456,855 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.051527 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $0 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $0 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.0 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $0 | AdjustedQlfyDistriYr5Amt |
| Distribution Yr5 | 0.0 | DistributionYr5Rt |
| Total Distribution | 0.150581 | TotalDistributionRt |
| Average Distribution | 0.030116 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,813,323 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $144,958 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $994 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $145,952 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $354,432 | 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 | $994 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $994 | SubtotalAmt |
| Tax Based On Investment Income | $994 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,640 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,640 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,646 | OverpaymentAmt |
| Applied To ES Tax | $1,646 | 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 | NJ | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | 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 | TAMARA L HARRIS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9736228210 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O HARAMAT HOLDINGS 105 GROVE ST | AddressLine1Txt |
| City | MONTCLAIR | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07042 | 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 |
| 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 | Yes (true) | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (true) | MaintainedExpenditureRspnsInd |
| 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 (3 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| TAMARA L HARRIS | |||||||||
| 105 GROVE STREET 9 | 9 | MONTCLAIR | NJ | 07042 | TRUSTEE AND PRESIDENT | 0 | $0 | $0 | $0 |
| MARK MASON | |||||||||
| 105 GROVE STREET 9 | 9 | MONTCLAIR | NJ | 07042 | TRUSTEE AND TREASURER | 0 | $0 | $0 | $0 |
| GAMAL HARRIS | |||||||||
| 105 GROVE STREET 9 | 9 | MONTCLAIR | NJ | 07042 | TRUSTEE AND SECRETARY | 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 | $3,677,350 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,209,272 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,886,622 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,886,622 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $73,299 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,813,323 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $240,666 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $240,666 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $994 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $994 | TotalTaxAmt |
| Distributable Before Adj | $239,672 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $239,672 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $239,672 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $354,432 | 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 | $354,432 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $994 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $353,438 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $239,672 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2014 | PriorYear1Yr |
| Prior Year2 | 2013 | PriorYear2Yr |
| Prior Year3 | 2012 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $8,659 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $8,659 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $354,432 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $239,672 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $114,760 | RemainingDistriFromCorpusAmt |
| Total Corpus | $123,419 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $123,419 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $8,659 | ExcessFromYear2Amt |
| Excess From Current Year | $114,760 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | TAMARA HARRIS ROBINSON | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| NAACP LEGAL DEFENSE AND EDUCATIONAL FUND INC | ||||||||
| 40 RECTOR STREET 5TH FLOOR | NEW YORK | NY | 10006 | NONE | PC | CHARITABLE CONTRIBUTION - PROMOTE CIVIL RIGHTS FOR PEOPLE OF COLOR | $75,000 | |
| NYC AFRICAN AMERICAN BUSINESS LEADERS FUND | ||||||||
| 105 WEST 86TH 303 | NEW YORK | NY | 10024 | NONE | PC | CHARITABLE CONTRIBUTION - EDUCATE AND DEVELOP YOUTH IN NEW YORK CITY WITH AFRICAN ORIGIN. | $10,000 | |
| THE BROTHERHOODSISTER SOL | ||||||||
| 512 WEST 143RD STREET | NEW YORK | NY | 10031 | NONE | PC | CHARITABLE CONTRIBUTION - SUPPORT EDUCATION FOR TEENAGERS IN LEADERSHIP, EDUCATIONAL ACHIEVEMENT, SEXUAL RESPONSIBILITY, GENDER EQUALITY, POLITICS, AND SOCIAL ISSUES. | $2,500 | |
| BIG BROTHERS BIG SISTERS OF NYC | ||||||||
| 40 RECTOR STREET | NEW YORK | NY | 10006 | NONE | PC | CHARITABLE CONTRIBUTION - SUPPORT YOUTH MENTORING. | $25,025 | |
| BOYS & GIRLS CLUB OF NEWARK | ||||||||
| 1 AVON AVENUE | NEWARK | NJ | 07108 | NONE | PC | CHARITABLE CONTRIBUTION - Provide a safe space for children to learn to make positive life choices, establish healthy habits, and develop academic skills. | $1,000 | |
| CASA FOR CHILDREN OF ESSEX COUNTY INC | ||||||||
| 212 WASHINGTON STREET - RM 912 | NEWARK | NJ | 07102 | NONE | PC | CHARITABLE CONTRIBUTION - PROMOTE WELFARE OF CHILDREN WHO EXPERIENCED ABUSE, NEGLECT, OR ABANDONMENT AT HOME. | $15,000 | |
| THE EAGLE ACADEMY FDN INC | ||||||||
| 31 WEST 125 STREET 3RD FLOOR | NEW YORK | NY | 10027 | NONE | PC | CHARITABLE DONATION - Provide a plan for students that is tailored to overcome the challenges that impede academic progress. | $10,000 | |
| SAPLING FOUNDATION | ||||||||
| 330 HUDSON ST | NEW YORK | NY | 10013 | NONE | PF | CHARITABLE CONTRIBUTION - PROVIDE A PLATFORM FOR THINKERS, VISIONARIES AND TEACHERS, SO THAT PEOPLE AROUND THE GLOBE CAN GAIN A BETTER UNDERSTANDING OF THE BIGGEST ISSUES FACED BY THE WORLD AND FEED A DESIRE TO CREATE A BETTER FUTURE. | $14,500 | 11TH FLOOR |
| 2ECOND STAGE THEATER | ||||||||
| 1501 BROADWAY SUITE 518 | NEW YORK | NY | 10036 | NONE | PC | CHARITABLE CONTRIBUTION - Produce shows, extend company reach, expand number of stages. | $26,575 | |
| THE NORTHSIDE CENTER | ||||||||
| 1301 FIFTH AVENUE | NEW YORK | NY | 10029 | NONE | PC | CHARITABLE CONTRIBUTION - Provide critical support to families and children to help overcome adversity and thrive. | $10,000 | |
| THE STUDIO MUSEUM IN HARLEM | ||||||||
| 144 WEST 125TH STREET | NEW YORK | NY | 10027 | NONE | PC | CHARITABLE CONTRIBUTION - Promote works of artists of African descent | $102,500 | |
| WELLESLEY COLLEGE | ||||||||
| 106 CENTRAL STREET | WELLESLEY | MA | 02481 | NONE | PC | CHARITABLE CONTRIBUTION - Support an environment that enables women to thrive. | $10,000 | |
| WNET | ||||||||
| 825 EIGHTH AVENUE | NEW YORK | NY | 10019 | NONE | PC | CHARITABLE CONTRIBUTION - Provide radio programing in art, education, and public affairs | $50,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $352,100 | 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 | $70 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $97,274 | 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 | $23,252 | 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 (2 entries)
| DescDesc | ExclusionExclusionAmt |
|---|---|
| 2015 TAX OVERPAYMENT | $1,691 |
| ADJUSTMENT THROUGH SCHWAB | -$915 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $121,372 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $121,372 | 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 AND TAX PREP FEES | CategoryTxt |
| Amt | $4,665 | Amt |
| Net Investment Income | $2,333 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,332 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SAPLING FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 330 HUDSON STREET 11TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10013 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2016-08-09 | GrantDt |
| Grant | $14,500 | GrantAmt |
| Purpose Of Grant | CHARITABLE-PROMOTING NONPARTISAN PLATFORM DESIGNED FOR WATCHING, SHARING AND TRANSLATING TED TALKS | PurposeOfGrantTxt |
| Expended By Grantee | $14,500 | ExpendedByGranteeAmt |
| Any Diversion By Grantee | NO | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | NOVEMBER 6, 2017 | DatesOfReportsByGranteeTxt |
| Results Of Verification | GRANT WAS FULLY EXPENDED BY 12/31/2016 AND WAS USED ONLY FOR EXEMPT PURPOSES. THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE. | ResultsOfVerificationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (21 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 23,960 - BLACKROCK STRAT INC | $246,118 | $235,523 |
| 46,756 - DOUBLELINE TOTAL | $512,354 | $496,556 |
| 12,584 - JPMORGAN INFLATION | $131,462 | $129,111 |
| 9,464 - LOOMIS SAYLES BOND | $141,993 | $128,332 |
| 16,036 - LOOMIS SAYLES STRAT | $159,717 | $157,956 |
| 36,182 - METROPOL WEST TOTAL | $385,145 | $380,996 |
| 13,388 - RIVERNORTH DOUBLELIN | $143,414 | $140,445 |
| 13,998 - TCW EMERGING MKTS | $116,903 | $113,384 |
| 5,851.2 - AQR RISK BALANCED | $0 | $0 |
| 3,828 - CULLEN HIGH DIV EQT | $61,090 | $66,422 |
| 8,791 - DFA COMMODITY STRATEGY | $50,417 | $52,658 |
| 4,423 - DFA EMERGING MKTS | $84,963 | $76,787 |
| 21,986 - DFA INTL CORE EQTY PO | $267,911 | $256,357 |
| 8,207 - DFA LARGE CAP INTL POR | $167,789 | $160,951 |
| 5,821 - DFA REAL ESTATE | $163,459 | $200,882 |
| 24,986 - DFA US CORE EQTY 1 PO | $405,581 | $481,483 |
| 17,766 - DFA US LARGE CO | $303,921 | $309,132 |
| 11,945 - DFA US SMALL CAP POR | $356,108 | $404,222 |
| 11,805 - GOLDMAN SACHS RISING | $0 | $0 |
| 1,891.3 - VIRTUS FOREIGN OPPTY | $0 | $0 |
| 3,795 - ISHARES MSCI ETF | $130,005 | $171,613 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Revenue And Expenses Per Books | $53 | RevenueAndExpensesPerBooksAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| PRIOR YEAR TAX OVERPAYMENT | $1,691 |
| OTHER ADJ THROUGH SCHWAB | -$915 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | SCHWAB MANAGEMENT FEES | CategoryTxt |
| Amt | $18,125 | Amt |
| Net Investment Income | $18,125 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| CHARLES SCHWAB - FOREIGN TAXES | $627 | $627 |
| 2015 TAX OVERPAYMENT APPLIED | $1,640 |
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