LEONARD & HILDA KAPLAN CHARITABLE FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- LEONARD & HILDA KAPLAN CHARITABLE FOUNDATION (EIN 04-6528085)
- Tax period
- 2014-05-01 to 2015-04-30
- Filed
- 2015-08-27
- IRS object ID
- 201532399349100403
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-08-27T11:43:02-05:00 | ReturnTs |
| Tax Period End | 2015-04-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 263753134 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBIZ TOFIAS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 56 EXCHANGE TERRACE | AddressLine1Txt |
| City | PROVIDENCE | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02903 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-05-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 046528085 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEONARD & HILDA KAPLAN CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LEON | BusinessNameControlTxt |
| Phone | 7742068300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 56 EXCHANGE TERRACE 5TH FL | AddressLine1Txt |
| City | PROVIDENCE | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02903 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TODD L EISENBERG | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 7742068300 | PhoneNum |
| Signature | 2015-08-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DANIELLE N POYANT CPA | PreparerPersonNm |
| PTIN | P00161288 | PTIN |
| Phone | 4016263200 | PhoneNum |
| Preparation | 2015-08-24 | PreparationDt |
| 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 | $12,405,624 | 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 | $386,904 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $385,051 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $747,300 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,735,856 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $747,300 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $6,905 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $6,905 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,141,109 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,139,256 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $42,985 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,230 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $41,755 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $56,418 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $56,418 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $8,216 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $125 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $107,619 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $57,648 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $41,880 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $663,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $663,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $770,619 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $57,648 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $704,880 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $370,490 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,081,608 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,727,177 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,366,640 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,385,839 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,982,132 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,097,321 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,113,420 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $527,082 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $464,371 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $490,949 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $5,865,159 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $6,543,708 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $7,415,416 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $1,717 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,717 | LandBldgEquipAccumDeprecAmt |
| Total Assets BOY | $11,101,550 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,472,040 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $12,405,624 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $73,715 | CapitalStockBOYAmt |
| Capital Stock EOY | $73,715 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $11,027,835 | RetainedEarningBOYAmt |
| Retained Earning EOY | $11,398,325 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $11,101,550 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,472,040 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $11,101,550 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $11,472,040 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $11,101,550 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $370,490 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $11,472,040 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $11,472,040 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| SALE OF PUBLICLY TRADED SECURITIES | P | $4,576,344 | $3,988,556 | $587,788 | $587,788 |
| CAPITAL GAINS DIVIDENDS | P | $159,512 | $159,512 | $159,512 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $747,300 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $619,712 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $12,261,432 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.050542 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $717,908 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $11,993,658 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.059857 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $715,025 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $12,054,136 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.059318 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $624,498 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $11,934,550 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.052327 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $357,994 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $11,029,119 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.032459 | DistributionYr5Rt |
| Total Distribution | 0.254503 | TotalDistributionRt |
| Average Distribution | 0.050901 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $12,222,831 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $622,154 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $10,816 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $632,970 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $704,880 | 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 | $10,816 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $10,816 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $10,816 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,120 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $7,120 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $22 | EsPenaltyAmt |
| Tax Due | $3,718 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | TODD EISENBERG TRUSTEE | IndividualWithBooksNm |
| Phone | 7742068300 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 56 EXCHANGE TERRACE 5TH FL | AddressLine1Txt |
| City | PROVIDENCE | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02903 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| TODD EISENBERG | ||||||||
| C/O CBIZ TOFIAS 56 EXCHANGE TERRACE | PROVIDENCE | RI | 02903 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| GEORGE ROBINSON | ||||||||
| C/O CBIZ TOFIAS 56 EXCHANGE TERRACE | PROVIDENCE | RI | 02903 | TRUSTEE | 3.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| SMITH BARNEY | |||||
| 7272 WISCONSIN AVENUE | BETHESDA | MD | 20814 | INVESTMENT CONSULTING & ADVISORY SERVICES | $56,418 |
| CBIZ TOFIAS | |||||
| 56 EXCHANGE TERRACE 5TH FL | PROVIDENCE | RI | 02903 | ACCOUNTING AND TAX SERVICES | $42,985 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $11,010,689 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,398,276 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $12,408,965 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $12,408,965 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $186,134 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $12,222,831 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $611,142 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $611,142 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $10,816 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $10,816 | TotalTaxAmt |
| Distributable Before Adj | $600,326 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $600,326 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $600,326 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $704,880 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $704,880 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $10,816 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $694,064 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $600,326 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $44,608 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $20,806 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $65,414 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $704,880 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $600,326 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $104,554 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $169,968 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $169,968 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $44,608 | ExcessFromYear2Amt |
| Excess From Year1 | $20,806 | ExcessFromYear1Amt |
| Excess From Current Year | $104,554 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | TODD EISENBERG TRUSTEE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 56 EXCHANGE TERRACE 5TH FL | AddressLine1Txt |
| City | PROVIDENCE | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02903 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7742068300 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATIONS SHOULD TAKE THE FORM OF A WRITTEN LETTER STATING THE CAUSE AND WORK PERFORMED BY THE ORGANIZATION,AMOUNT BEING REQUESTED AND WHAT THE GRANT WILL BE USED FOR. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALMA DEL MAR CHARTER SCHOOL | |||||||
| 26 MADEIRA AVE | NEW BEDFORD | MA | 02746 | NONE | PUBLIC CHARITY | GENERAL FUNDING | $25,000 |
| CENTER FOR INSPIRED TEACHING | |||||||
| 1436 U STREET NW SUITE 400 | WASHINGTON | DC | 20009 | NONE | PUBLIC CHARITY | TRANSFORMATIVE TEACHER TRAINING | $25,000 |
| GLOBAL LEARNING CHARTER PUBLIC SCHOOL | |||||||
| 190 ASHLEY BOULEVARD | NEW BEDFORD | MA | 02746 | NONE | PUBLIC CHARITY | SUMMER PROGRAM | $25,000 |
| HOPE AND A HOME | |||||||
| 1439 R STREET NW | WASHINGTON | DC | 20009 | NONE | PUBLIC CHARITY | GENERAL FUNDING | $15,000 |
| I H SCHWARTZ REHABILITATION CENTER | |||||||
| ONE POSA PLACE | DARTMOUTH | MA | 02747 | NONE | PUBLIC CHARITY | GENERAL FUNDING | $213,000 |
| JUDGE BAKERS CHILDREN CENTER | |||||||
| 53 PARKER HILL AVENUE | BOSTON | MA | 02120 | NONE | PUBLIC CHARITY | GENERAL FUNDING | $20,000 |
| KENNEDY DONOVAN CENTER INC | |||||||
| ONE COMMERCIAL STREET | FOXBORO | MA | 020352530 | NONE | PUBLIC CHARITY | EDUCATIONAL PROGRAMMING | $20,000 |
| LEVINE SCHOOL OF MUSIC | |||||||
| 2801 UPTON STREET NW | WASHINGTON | DC | 20008 | NONE | PUBLIC CHARITY | GENERAL FUNDING | $25,000 |
| NATIVITY PREP SCHOOL | |||||||
| 66 SPRING STREET | NEW BEDFORD | MA | 02740 | NONE | PUBLIC CHARITY | SUMMER CAMPERSHIPS | $25,000 |
| NEW BEDFORD ART MUSEUM | |||||||
| 608 PLEASANT STREET | NEW BEDFORD | MA | 02740 | NONE | PUBLIC CHARITY | SUMMER ARTMOBILE | $25,000 |
| NEW BEDFORD EDUCATIONAL FOUNDATION | |||||||
| PO BOX 6250 | NEW BEDFORD | MA | 02740 | NONE | PUBLIC CHARITY | GENERAL FUNDING | $15,000 |
| NEW BEDFORD SYMPHONY ORCHESTRA | |||||||
| PO BOX 2053 | NEW BEDFORD | MA | 02741 | NONE | PUBLIC CHARITY | EDUCATIONAL PROGRAMMING | $25,000 |
| OUR SISTERS SCHOOL | |||||||
| 145 BROWNELL AVE | NEW BEDFORD | MA | 02740 | NONE | PUBLIC CHARITY | SCHOLARSHIPS FOR STUDENTS | $20,000 |
| RAPPAHANNOCK FOOD PANTRY | |||||||
| 603 MT SALEM AVE | WASHINGTON | VA | 22747 | NONE | PUBLIC CHARITY | GENERAL FUNDING | $10,000 |
| REACH INC | |||||||
| 218 D STREET SE | WASHINGTON | DC | 20003 | NONE | PUBLIC CHARITY | GENERAL FUNDING | $10,000 |
| SITAR ARTS CENTER | |||||||
| 1700 KALORAMA ROAD NW STE 101 | WASHINGTON | DC | 20009 | NONE | PUBLIC CHARITY | TEEN INITIATIVE AND DIGITAL ARTS LAB | $25,000 |
| THE HERRON PROJECT | |||||||
| PO BOX 131 | PORTSMOUTH | RI | 02871 | NONE | PUBLIC CHARITY | IMPACT SPEAKER GRANTS IN THE NEW BEDFORD AND DC AREA | $20,000 |
| THE PHILLIPS COLLECTION | |||||||
| 1600 21ST ST NW | WASHINGTON | DC | 20009 | NONE | PUBLIC CHARITY | DEVELOP INNOVATIVE FRAMEWORKS | $25,000 |
| THE WOMEN'S CENTER | |||||||
| 405 COUNTY STREET | NEW BEDFORD | MA | 02740 | NONE | PUBLIC CHARITY | GENERAL FUNDING | $30,000 |
| WASHINGTON MIDDLE SCHOOL FOR GIRLS | |||||||
| 1901 MISSISSIPPI AVE SE | WASHINGTON | DC | 20020 | NONE | PUBLIC CHARITY | EDUCATIONAL PROGRAMMING | $25,000 |
| YWCA | |||||||
| 20 SOUTH 6TH STREET | NEW BEDFORD | MA | 02740 | NONE | PUBLIC CHARITY | CAPITAL CAMPAIGN | $40,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $663,000 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| I H SCHWARTZ REHABILITATION CENTER | |||||||
| ONE POSA PLACE | DARTMOUTH | MA | 02747 | NONE | PUBLIC CHARITY | GENERAL FUNDING | $200,000 |
| SITAR ARTS CENTER | |||||||
| 1700 KALORAMA ROAD NW STE 101 | WASHINGTON | DE | 20009 | NONE | PUBLIC CHARITY | ENDOWMENT FOR SCHOLARSHIP FUND | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $225,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $386,904 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,905 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $747,300 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,141,109 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,141,109 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $42,985 | Amt |
| Net Investment Income | $1,230 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $41,755 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | UBS - CORPORATE BONDS | BondNm |
| EOY Book Value | $464,371 | EOYBookValueAmt |
| EOYFMV | $490,949 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | UBS - CORPORATE STOCK | StockNm |
| EOY Book Value | $3,097,321 | EOYBookValueAmt |
| EOYFMV | $3,113,420 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | INVESTMENTS - MORGAN STANLEY - SMITH BARNEY | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $6,543,708 | BookValueAmt |
| EOYFMV | $7,415,416 | EOYFMVAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Revenue And Expenses Per Books | $6,905 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $6,905 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $6,905 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONSULTING AND ADVISORY FEES | CategoryTxt |
| Amt | $56,418 | Amt |
| Net Investment Income | $56,418 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| COMM OF MASS | $125 | $0 | $125 |
| FEDERAL TAXES | $8,091 | $0 | $0 |
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