TAMARA L HARRIS FOUNDATION INC: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- TAMARA L HARRIS FOUNDATION INC (EIN 45-3452143)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-05-12
- IRS object ID
- 201501329349101835
- Schema version
- 2014v5.0
- 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
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-12T12:09:13-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRANKEL LOUGHRAN STARR VALLONE LLP | 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 | 2014-01-01 | 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 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 105 GROVE STREET | AddressLine1Txt |
| Address Line2 | Suite 9 | AddressLine2Txt |
| 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 | PRESIDENT | PersonTitleTxt |
| Phone | 2062754600 | PhoneNum |
| Signature | 2015-05-10 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,213,283 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $218 | InterestOnSavRevAndExpnssAmt |
| Dividends Rev And Expnss | $97,938 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $96,888 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $22,755 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $327,295 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $22,755 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $770 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $121,681 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $119,643 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $605 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $605 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,985 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $3,985 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $15,208 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $15,208 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $5,317 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $847 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $25,115 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $16,055 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,590 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $289,800 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $289,800 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $314,915 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $16,055 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $294,390 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$193,234 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $103,588 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,283,799 | CashBOYAmt |
| Cash EOY | $1,658,257 | CashEOYAmt |
| Cash EOYFMV | $1,658,257 | CashEOYFMVAmt |
| Acct Rcvbl BOY | $1,035 | AcctRcvblBOYAmt |
| Corporate Stock BOY | $2,021,896 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,455,239 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,555,026 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $5,306,730 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,113,496 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,213,283 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $5,306,730 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,113,496 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,306,730 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,113,496 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,306,730 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,113,496 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,306,730 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$193,234 | ExcessRevenueOverExpensesAmt |
| Subtotal | $5,113,496 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $5,113,496 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 1518 SHS - FLEXSHARES EXCHANGE TRD GF GLOBAL | 2013-10-10 | 2014-02-10 | $49,807 | $49,946 | -$139 | -$139 | |
| .4605 SHS - FLEXSHARES EXCHANGE TRD GF GLOBAL | 2014-01-06 | 2014-02-10 | $15 | $16 | -$1 | -$1 | |
| 30 SHS - FLEXSHARES EXCHANGE TRD GF GLOBAL | 2014-01-06 | 2014-02-10 | $1,004 | $1,019 | -$15 | -$15 | |
| 8832.37 SHS - PIMCO COMMODITY REAL RETURN STRAT | 2014-02-10 | $49,785 | $50,792 | -$1,007 | -$1,007 | ||
| 19,662.84 SHS - PIMCO LOW DURATION FUND INSTL | 2014-09-23 | $202,891 | $202,767 | $124 | $124 | ||
| CAPITAL GAIN DIVIDENDS | $23,793 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $22,755 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $281,178 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,456,855 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.051527 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $0 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $0 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.0 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $0 | AdjustedQlfyDistriYr3Amt |
| Distribution Yr3 | 0.0 | DistributionYr3Rt |
| Total Distribution | 0.051527 | TotalDistributionRt |
| Average Distribution | 0.017176 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,310,583 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $91,215 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,036 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $92,251 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $294,390 | 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 | $1,036 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,036 | SubtotalAmt |
| Tax Based On Investment Income | $1,036 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,470 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $3,470 | TotalPaymentsAndCreditsAmt |
| Overpayment | $2,434 | OverpaymentAmt |
| Applied To ES Tax | $2,434 | 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 |
| Form990 PF Filed With Atty Gen | 0 | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 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 | 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 (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| TAMARA L HARRIS | ||||||
| 105 GROVE STREET | MONTCLAIR | NJ | 07042 | TRUSTEE AND PRESIDENT | 0 | $0 |
| MARK MASON | ||||||
| 105 GROVE STREET | MONTCLAIR | NJ | 07042 | TRUSTEE AND TREASURER | 0 | $0 |
| GARNAL HARRIS | ||||||
| 105 GROVE STREET | MONTCLAIR | NJ | 07042 | TRUSTEE AND SECRETARY | 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 | $3,277,672 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,113,783 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,391,455 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,391,455 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $80,872 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,310,583 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $265,529 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $265,529 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,036 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,036 | TotalTaxAmt |
| Distributable Before Adj | $264,493 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $264,493 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $264,493 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $294,390 | 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 | $294,390 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,036 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $293,354 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $264,493 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2012 | PriorYear1Yr |
| Prior Year2 | 2011 | PriorYear2Yr |
| Prior Year3 | 2010 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $8,795 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $8,795 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $294,390 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $264,493 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $29,897 | RemainingDistriFromCorpusAmt |
| Total Corpus | $38,692 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $38,692 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $8,795 | ExcessFromYear1Amt |
| Excess From Current Year | $29,897 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| NAACP LEGAL DEFENSE FUND | |||||||
| 40 RECTOR STREET 5TH FLOOR | NEW YORK | NY | 10006 | NONE | PC | CHARITABLE CONTRIBUTION - CIVIL RIGHTS LAW | $154,800 |
| THE HISTORY MAKERS | |||||||
| 1900 S MICHIGAN AVENUE | CHICAGO | IL | 60616 | NONE | PC | CHARITABLE CONTRIBUTION - to educate and enlighten millions worldwide through refashioning a more inclusive record of American history. | $25,000 |
| ALL STARS PROJECT OF NJ INC | |||||||
| 543 WEST 42ND STREET | NEW YORK | NY | 10036 | NONE | PC | CHARITABLE CONTRIBUTION - YOUTH AND COMMUNITY SERVICES | $25,000 |
| TRIBECA FILM INSTITUTE | |||||||
| 32 AVENUE OF THE AMERICAS | NEW YORK | NY | 10013 | NONE | PC | CHARITABLE CONTRIBUTION - TO ASSIST WITH THEIR EDUCATIONAL PROGRAMS | $10,000 |
| TEAM ACADEMY CHARTER SCHOOL | |||||||
| 85 CUSTER AVE | NEWARK | NJ | 07112 | NONE | PC | CHARITABLE CONTRIBUTION - EDUCATION, CHARTER SCHOOL SERVING STUDENTS IN NEWARK NJ | $15,000 |
| THE STUDIO MUSEUM IN HARLEM | |||||||
| 144 WEST 125TH STREET | NEW YORK | NY | 10027 | NONE | PC | CHARITABLE CONTRIBUTION - FOR THE MUSEUM TO DISPLAY ARTWORK AND SUPPORT ARTISTS AND ARTS EDUCATION. | $5,000 |
| GEORGE JACKSON ACADEMY | |||||||
| 104 ST MARKS PL | NEW YORK | NY | 10009 | NONE | PC | CHARITABLE CONTRIBUTION - LOW TUITION EDUCATION FOR BOYS IN GRADES 4-8 | $15,000 |
| TEACH FOR AMERICA | |||||||
| 519 8TH AVE | NEW YORK | NY | 10018 | NONE | PC | CHARITABLE CONTRIBUTION - ENLIST PROFESSIONALS TO TEACH IN LOW INCOME COMMUNITIES THROUGHOUT THE US | $15,000 |
| PIEDMONT COMMUNITY FOUNDATION | |||||||
| 101 N JAY ST | MIDDLEBERG | VA | 20117 | NONE | PC | CHARITABLE CONTRIBUTION - charitable giving and community investment. | $8,500 |
| THE OPPORTUNITY AGENDA | |||||||
| 568 BROADWAY STE 701 | NEW YORK | NY | 10012 | NONE | PC | CHARITABLE CONTRIBUTION - EXPAND OPPORTUNITY IN AMERICA, FOCUSING ON RACIAL EQUITY, IMMIGRATION, ECONOMIC OPPORTUNITY | $15,000 |
| FEDERATION OF PROTESTANT WELFARE AGENCIES | |||||||
| 281 PARK AVE SOUTH | NEW YORK | NY | 10010 | NONE | PC | CHARITABLE CONTRIBUTION - promotes the social and economic well-being of greater New Yorks most vulnerable by advocating for just public policies and strengthening human services organizations. | $1,000 |
| APOLLO THEATRE | |||||||
| 253 W 125TH ST | NEW YORK | NY | 10027 | NONE | PC | CHARITABLE CONTRIBUTION - preservation and development of the legendary Apollo Theater through the Apollo Experience of world-class live performances and education programs | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $289,800 | 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 | $218 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $97,938 | 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 | $22,755 | 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 | 2013 TAX OVERPAYMENT | Desc |
| Exclusion | $770 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $121,681 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $121,681 | 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 | FLSV | CategoryTxt |
| Amt | $3,985 | Amt |
| Disbursements Charitable Prps | $3,985 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (22 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 22,552.5 - BLACKROCK STRAT INC | $232,242 | $228,006 |
| 43,300 - DOUBLELINE TOTAL RE | $474,703 | $475,001 |
| 12,184.3 - JPMORGAN INFLATION | $127,366 | $124,768 |
| 8,552.5 - LOOMIS SAYLES BOND | $129,781 | $126,834 |
| 15,071.2 - LOOMIS SAYLES STRAT | $150,366 | $149,959 |
| 34,017.9 - METROPOL WEST TOTAL | $361,914 | $370,796 |
| 19,461 - PIMCO LOW DURATION | $0 | $0 |
| 12,006 - RIVERNORTH DOUBLELIN | $128,963 | $129,547 |
| 12,628 - TCW EMERGING MKTS | $106,342 | $101,782 |
| 5,851.2 - AQR RISK BALANCED | $50,000 | $40,842 |
| 3,441.18 - CULLEN HIGH DIV EQT | $54,505 | $59,877 |
| 4,242.58 - DFA EMERGING MKTS | $81,921 | $80,270 |
| 16,592.9 - DFA INTL CORE EQT | $206,512 | $194,137 |
| 5,428.77 - DFA REAL ESTATE | $150,341 | $179,529 |
| 23725.16 - DFA US CORE EQTY | $383,087 | $425,155 |
| 9,450 - DFA US SMALL CAP POR | $275,917 | $294,367 |
| 11,655 - GOLDMAN SACHS RISING | $227,648 | $256,060 |
| 11,226 - OSHAUGHNESSY ENHANCE | $140,453 | $119,227 |
| 8,832.3 - PIMCO COMMODITY REAL | $0 | $0 |
| 1,891.3 - VIRTUS FOREIGN OPPTY | $50,809 | $52,505 |
| 1,488 - FLEXSHARES EXCH TR FD | $0 | $0 |
| 3,615.7 - ISHARES MSCI ETF | $122,369 | $146,364 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $605 | LegalFeesAmt |
| Disbursements Charitable Prps | $605 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 2013 TAX OVERPAYMENT | Desc |
| Revenue And Expenses Per Books | $770 | RevenueAndExpensesPerBooksAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | SCHWAB MANAGEMENT FEES | CategoryTxt |
| Amt | $15,208 | Amt |
| Net Investment Income | $15,208 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| CHARLES SCHWAB - FOREIGN TAXES | $847 | $847 |
| 2014 TAX PAYMENTS | $2,700 | |
| 2013 TAX OVERPAYMENT | $770 | |
| 2013 EXTENSION PAYMENT | $1,000 |
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