THE SHULSKY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- THE SHULSKY FOUNDATION (EIN 13-7079079)
- Tax period
- 2023-12-01 to 2024-11-30
- Filed
- 2025-10-13
- IRS object ID
- 202522869349100137
- Schema version
- 2023v6.0
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-10-13T15:27:00-05:00 | ReturnTs |
| Tax Period End | 2024-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 131639826 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBIZ ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 68 SOUTH SERVICE ROAD | AddressLine1Txt |
| City | MELVILLE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11747 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 137079079 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SHULSKY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SHUL | BusinessNameControlTxt |
| Phone | 4125628879 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 GRANT STREET 200 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15219 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JACK KESSLER | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 4125628879 | PhoneNum |
| Signature | 2025-10-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MORDECAI LERER | PreparerPersonNm |
| PTIN | P00490856 | PTIN |
| Phone | 5169925900 | PhoneNum |
| Preparation | 2025-10-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,618,422 | 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 | $2,669,099 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $15,791 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $15,791 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $572,845 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,696,890 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $572,845 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $3,257,735 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $588,636 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $25,672 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $12,836 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $12,836 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,209 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,105 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,104 | AccountingFeesChrtblPrpsAmt |
| Other Expenses Rev And Expnss | $7,811 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $7,811 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $35,692 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $21,752 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $13,940 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $250,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $250,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $285,692 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $21,752 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $263,940 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,972,043 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $566,884 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst EOY | $295,798 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $295,798 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $0 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,682,847 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,322,624 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $0 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,978,645 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,618,422 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $6,602 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $6,602 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,972,043 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $0 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,972,043 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $0 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,978,645 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $0 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,972,043 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,972,043 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,972,043 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLIC TRADED SECURITIES - SHORT TERM | $24,180 | $20,376 | $3,804 | $3,804 | |
| PUBLIC TRADED SECURITIES - LONG TERM | $1,451,953 | $950,733 | $501,220 | $501,220 | |
| SALE OF GOLD COINS | $220,757 | $152,936 | $67,821 | $67,821 | D |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $572,845 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,880 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $7,880 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $7,880 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $10,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $10,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,120 | OverpaymentAmt |
| Applied To ES Tax | $2,120 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | NY | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JACK KESSLER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2125869770 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | UNION TRUST BUILDING 501 GRANT | AddressLine1Txt |
| Address Line2 | STREET | AddressLine2Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15219 | 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|
| SAMI S DAVID | ||||||||
| 2521 PALISADE AVENUE PH-A | RIVERDALE | NY | 10463 | TRUSTEE | 0.10 | $0 | $0 | $0 |
| JACK KESSLER | ||||||||
| 501 GRANT STREET SUITE 200 | PITTSBURGH | PA | 15219 | TRUSTEE | 0.10 | $0 | $0 | $0 |
| TERRY HUNT | ||||||||
| 36 LARCHWOOD DRIVE | CAMBRIDGE | MA | 02138 | TRUSTEE | 0.10 | $0 | $0 | $0 |
| SHAUN JONES | ||||||||
| 615 SW ANCHORAGE WAY | STUART | FL | 34994 | TRUSTEE | 0.10 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| 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 | $1,301,536 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $48,813 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,350,349 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,350,349 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $20,255 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,330,094 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $66,505 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $66,505 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,880 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,880 | TotalTaxAmt |
| Distributable Before Adj | $58,625 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $58,625 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $58,625 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $263,940 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $263,940 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $58,625 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $112,651 | ExcessDistributionCyovYr5Amt |
| Total Excess Distribution Cyov | $112,651 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $263,940 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $58,625 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $205,315 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $317,966 | 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 | $112,651 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $205,315 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $205,315 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | SAMI S DAVID | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ESALEN INSTITUTE | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 548 MARKET STREET PMB 48853 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Grant Or Contribution Purpose | TO FURTHER THE FOUNDATIONS'S PURPOSE BY DONATING TO A CHARITY THAT IS A LEADING CENTER FOR EXPLORING AND REALIZING HUMAN POTENTIAL THROUGH EXPERIENCE, EDUCATION, AND RESEARCH. THEY WORK TOWARD THE REALIZATION OF A MORE HUMANE WORLD, SEEKING ANSWERS TO QUESTIONS UNLIKELY TO BE EXPLORED BY TRADITIONAL UNIVERSITIES AND RELIGIONS. ESALEN SPONSORS PIONEERING INITIATIVES AND OFFERS PERSONAL, SPIRITUAL, AND SOCIAL TRANSFORMATION PROGRAMS FOR RESIDENTS, INTERNS, AND WORKSHOP PARTICIPANTS | GrantOrContributionPurposeTxt |
| Amt | $250,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $250,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $15,791 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $572,845 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $588,636 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $588,636 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ESTATE OF RENA SCHULSKY | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 GRANT STREET SUITE 200 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $2,669,099 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | PUBLICLY TRADED STOCKS | NoncashPropertyDesc |
| Fair Market Value | $2,669,099 | FairMarketValueAmt |
| Received | 2024-09-06 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,209 | Amt |
| Net Investment Income | $1,105 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,104 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (108 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABS - 318 SHARES | $24,876 | $37,769 |
| ABBIVE INC - 219 SHARES | $17,590 | $40,062 |
| ADOBE INC - 84 SHARES | $23,573 | $43,338 |
| ADVNCD MICRO D INC - 229 SHARES | $31,579 | $31,413 |
| ALPHABET INC SHS CLC - 1,329 SHARES | $84,661 | $226,581 |
| AMER EXPRESS COMPANY - 123 SHARES | $26,312 | $37,476 |
| ANALOG DEVICES INC - 124 SHARES | $21,908 | $27,038 |
| APPLE INC - 1,307 SHARES | $68,251 | $310,190 |
| APPLIED MATERIAL INC - 279 SHARES | $12,121 | $48,744 |
| AT&T INC - 1,025 SHARES | $19,014 | $23,739 |
| AUTOMATIC DATA PROC - 63 SHARES | $19,283 | $19,337 |
| BLACKROCK INC - 47 SHARES | $22,263 | $48,072 |
| BOSTON SCIENTIFIC CORP - 470 SHARES | $27,512 | $42,610 |
| BRISTOL-MYERS SQUIBB CO - 419 SHARES | $24,123 | $24,813 |
| CAPITAL ONE - 229 SHARES | $43,428 | $43,970 |
| CARRIER GLOBAL CORP - 196 SHARES | $15,054 | $15,165 |
| CATERPILLIAR INC - 118 SHARES | $26,141 | $47,921 |
| CHEVRON CORP - 238 SHARES | $38,588 | $38,539 |
| CISCO SYSTEMS INC - 583 SHARES | $34,391 | $34,519 |
| CITIGROUP INC - 700 SHARES | $36,778 | $49,609 |
| COLGATE - 213 SHARES | $20,343 | $20,582 |
| COMCAST CORP NEW CL A - 1,010 SHARES | $39,866 | $43,622 |
| COSTCO WHOLESALE CRP - 64 SHARES | $61,577 | $62,200 |
| DANAHER CORP - 60 SHARES | $17,305 | $14,381 |
| DEERE CO - 60 SHARES | $9,763 | $27,954 |
| ECOLAB INC - 104 SHARES | $19,032 | $25,872 |
| ELEVANCE HEALTH INC - 64 SHARES | $16,301 | $26,045 |
| EMERSON ELEC CO - 114 SHARES | $7,069 | $15,116 |
| EQUINIX INC - 31 SHARES | $21,330 | $30,426 |
| GILEAD SCIENCES INC - 268 SHARES | $17,655 | $24,811 |
| HOME DEPOT INC - 137 SHARES | $28,144 | $58,791 |
| ILLINOIS TOOL WORKS INC - 72 SHARES | $14,626 | $19,981 |
| INTUIT INC - 45 SHARES | $14,738 | $28,878 |
| LAM RESCH CORP - 370 SHARES | $10,670 | $27,336 |
| LOWE'S COMPANIES INC | $23,671 | $23,701 |
| MARRIOTT INTL INC NEW A - 180 SHARES | $51,744 | $52,036 |
| MARSH & MCLENNAN COS INC - 94 SHARES | $21,722 | $21,924 |
| MASTERCARD INC - 108 SHARES | $26,568 | $57,558 |
| MERCK AND CO INC SHS - 364 SHARES | $27,416 | $36,997 |
| MICROSOFT CORP - 713 SHARES | $110,136 | $301,927 |
| MOODY'S CORP - 63 SHARES | $31,209 | $31,499 |
| NEXTERA ENERGY INC SHS - 327 SHARES | $22,097 | $25,725 |
| NIKE INC CL B - 290 SHARES | $23,704 | $22,843 |
| NVIDIA - 2,393 SHARES | $10,642 | $330,832 |
| PAYPAL HOLDINGS INC - 282 SHARES | $24,688 | $24,469 |
| PROCTOR & GAMBLE CO - 358 SHARES | $54,901 | $64,175 |
| PROGRESSIVE CRP - 203 SHARES | $54,022 | $54,583 |
| PROLOGIS INC - 274 SHARES | $23,330 | $31,998 |
| QUALCOMM INC - 184 SHARES | $16,167 | $29,170 |
| S&P GLOBAL INC - 72 SHARES | $37,438 | $37,621 |
| SALESFORCE INC - 194 SHARES | $31,181 | $64,018 |
| SCHLUMBERGER LTD - 727 SHARES | $31,697 | $31,944 |
| SERVICENOW INC - 48 SHARES | $26,645 | $50,373 |
| STARBUCKS CORP - 433 SHARES | $35,824 | $44,365 |
| T-MOBILE US INC SHS - 144 SHARES | $35,032 | $35,559 |
| TARGET CORP - 144 SHARES | $11,936 | $19,053 |
| THERMO FISHER SCIENTIFIC INC - 55 SHARES | $19,465 | $29,130 |
| TJX COS INC - 329 SHARES | $17,864 | $41,352 |
| UNTIEDHEALTH GROUP INC - 104 SHARES | $58,455 | $63,461 |
| US BANCORP - 670 SHARES | $28,026 | $35,704 |
| VERTIX PHARMCTLS INC - 59 SHARES | $27,205 | $27,620 |
| VISA INC CL A - 245 SHARES | $54,992 | $77,195 |
| WALMART INC - 468 SHARES | $15,710 | $43,290 |
| WELLS FARGO & CO - 500 SHARES | $38,753 | $38,085 |
| WELLTOWER INC - 141 SHARES | $19,298 | $19,483 |
| ZOETIS INC - 131 SHARES | $23,047 | $22,958 |
| AGILENT TECHNOLOGIES INC - 117 SHARES | $9,096 | $16,142 |
| AMERICAN WTR WKS CO INC - 122 SHARES | $13,000 | $16,707 |
| APTV PLC SHS - 153 SHARES | $14,437 | $8,496 |
| AUTODESK INC DEL -74 SHARES | $20,381 | $21,601 |
| BEST BUY CO INC - 153 SHARES | $11,347 | $13,770 |
| BIOGEN INC - 89 SHARES | $13,949 | $14,296 |
| CBRE GROUP INC - 133 SHARES | $18,659 | $18,619 |
| CENCORA INC - 87 SHARES | $13,586 | $21,885 |
| CENTENE CORP - 136 SHARES | $8,255 | $8,160 |
| CUMMINS INC - 55 SHARES | $9,109 | $20,627 |
| EBAY INC - 686 SHARES | $26,797 | $43,417 |
| EDWARDS LIFESCIENCES CRP - 246 SHARES | $15,466 | $17,552 |
| ELECTRONIC ARTS INC - 123 SHARES | $15,418 | $20,131 |
| FIDELITY NATL INFO SVCS INC - 336 SHARES | $28,382 | $28,661 |
| FORTIVE CORP - 146 SHARES | $9,638 | $11,582 |
| GENERAL MILLS - 383 SHARES | $20,323 | $25,378 |
| GENERAL MOTORS CO - 859 SHARES | $29,638 | $47,752 |
| HERSHEY COMPANY - 96 SHARES | $15,417 | $16,908 |
| HEWLETT PACKARD - 584 SHARES | $12,944 | $12,392 |
| HUNTINGTN BANCHSHS INC - 892 SHARES | $16,239 | $16,065 |
| IQVIA HLDGS INC - 58 SHARES | $11,543 | $11,649 |
| MARATHON PETROLEUM CORP - 99 SHARES | $15,542 | $15,459 |
| METLIFE INC - 474 SHARES | $25,822 | $41,821 |
| NASDAQ OMX GRP INC - 178 SHARES | $14,585 | $14,772 |
| OTIS WORLDWIDE CORP - 108 SHARES | $9,339 | $11,122 |
| PPG INDUSTRIES INC - 82 SHARES | $10,100 | $10,198 |
| PUB SVC ENTERPRISE GRP - 336 SHARES | $31,602 | $31,685 |
| QUANTA SERVICES INC - 87 SHARES | $30,167 | $29,973 |
| ROCKWELL AUTOMATION INC - 66 SHARES | $11,399 | $19,479 |
| SEMPRA - 437 SHARES | $40,945 | $40,934 |
| TRACTOR SUPPLY CO - 90 SHARES | $13,623 | $25,530 |
| ULTA BEAUTY INC - 53 SHARES | $18,838 | $20,492 |
| VALERO ENERGY CORP - 252 SHARES | $35,337 | $35,048 |
| W W GRAINGER INC - 30 SHARES | $36,415 | $36,160 |
| WABTEC - 74 SHARES | $14,857 | $14,846 |
| WEYERHAEUSER CO - 373 SHARES | $11,865 | $12,033 |
| XYLEM INC - 120 SHARES | $9,423 | $15,210 |
| ACCENTURE PLC - 81 SHARES | $14,554 | $29,352 |
| EATON CORP - 109 SHARES | $8,881 | $40,921 |
| JOHNSON CONTROLS INTER - 192 SHARES | $7,516 | $16,101 |
| LINDE PLC - 71 SHARES | $32,330 | $32,730 |
| STERIS PLC REG - 43 SHARES | $5,633 | $9,420 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $25,672 | LegalFeesAmt |
| Net Investment Income | $12,836 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $12,836 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK CHARGES | Desc |
| Revenue And Expenses Per Books | $7,811 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $7,811 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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