TAMARA L HARRIS FOUNDATION INC: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- TAMARA L HARRIS FOUNDATION INC (EIN 45-3452143)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-03
- IRS object ID
- 201403079349100765
- Schema version
- 2013v3.1
- 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
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Land Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-03T13:56:49-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRANKEL LOUGHRAN STARR VALLONE LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7900 SE 28TH STREET STE 226 | AddressLine1 |
| City | MERCER ISLAND | City |
| State | WA | State |
| ZIP Code | 98040 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| 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 | C/O HARAMAT HOLDINGS LLC | AddressLine1 |
| Address Line2 | 105 GROVE STREET Suite 9 | AddressLine2 |
| City | MONTCLAIR | City |
| State | NJ | State |
| ZIP Code | 07042 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TAMARA H ROBINSON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2062754600 | PhoneNum |
| Signature | 2014-10-27 | 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 | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,332,253 | 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 | $5,564,549 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $501 | InterestOnSavRevAndExpnssAmt |
| Dividends Rev And Expnss | $16,499 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $16,425 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $7,246 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,246 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $7,246 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $5,588,795 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $23,671 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $973 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $973 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,235 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $5,235 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $657 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $657 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $6,865 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $657 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,208 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $275,200 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $275,200 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $282,065 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $657 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $281,408 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $5,306,730 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $23,014 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $0 | CashBOYAmt |
| Cash EOY | $3,283,799 | CashEOYAmt |
| Cash EOYFMV | $3,283,799 | CashEOYFMVAmt |
| Acct Rcvbl | $1,035 | AcctRcvblAmt |
| Acct Rcvbl EOY | $1,035 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $1,035 | AcctRcvblEOYFMVAmt |
| Corporate Stock EOY | $2,021,896 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,047,419 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $0 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,306,730 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,332,253 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,306,730 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $0 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,306,730 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $0 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,306,730 | 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 | $5,306,730 | ExcessRevenueOverExpensesAmt |
| Subtotal | $5,306,730 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $5,306,730 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | CAPITAL GAIN DIVIDENDS | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gain Or Loss | $7,246 | GainOrLossAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $7,246 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $0 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $0 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.0 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $0 | AdjustedQlfyDistriYr2Amt |
| Distribution Yr2 | 0.0 | DistributionYr2Rt |
| Total Distribution | 0.0 | TotalDistributionRt |
| Average Distribution | 0.0 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,456,855 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $0 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $230 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $230 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $281,408 | 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 | $230 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $230 | SubtotalAmt |
| Tax Based On Investment Income | $230 | TaxBasedOnInvestmentIncomeAmt |
| Applied To Es Tax | $1,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $1,000 | TotalPaymentsAndCreditsAmt |
| Overpayment | $770 | OverpaymentAmt |
| Applied To ES Tax | $770 | 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 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | MONTCLAIR | City |
| State | NJ | State |
| ZIP Code | 07042 | ZIPCode |
| 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/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| TAMARA L HARRIS | ||||||
| C/O HARAMAT HOLDINGS LLC | MONTCLAIR | NJ | 07042 | TRUSTEE AND PRESIDENT | 0 | $0 |
| MARK MASON | ||||||
| C/O HARAMAT HOLDINGS LLC | MONTCLAIR | NJ | 07042 | TRUSTEE AND TREASURER | 0 | $0 |
| GARNAL HARRIS | ||||||
| C/O HARAMAT HOLDINGS LLC | 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 | $509,955 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,029,999 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,539,954 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,539,954 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $83,099 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,456,855 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $272,843 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $272,843 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $230 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $230 | TotalTaxAmt |
| Distributable Before Adj | $272,613 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $272,613 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $272,613 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $281,408 | 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 | $281,408 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $230 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $281,178 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $272,613 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2011 | PriorYear1Yr |
| Prior Year2 | 2010 | PriorYear2Yr |
| Prior Year3 | 2009 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $281,408 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $272,613 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $8,795 | RemainingDistriFromCorpusAmt |
| Total Corpus | $8,795 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $8,795 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $8,795 | 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 (11 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | 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 | $100,000 |
| MIDDLEBURG FILM FESTIVAL | |||||||
| 207 W WASHINGTON STREET | MIDDLEBURG | VA | 20117 | NONE | PC | CHARITABLE CONTRIBUTION - FILM FESTIVAL | $9,200 |
| ALL STARS PROJECT INC | |||||||
| 543 WEST 42ND STREET | NEW YORK | NY | 10036 | NONE | PC | CHARITABLE CONTRIBUTION - YOUTH AND COMMUNITY SERVICES | $25,000 |
| UNCF | |||||||
| 1805 7TH STREET NW | WASHINGTON | DC | 20001 | NONE | PC | CHARITABLE CONTRIBUTION - EDUCATIONAL ASSISTANCE | $50,000 |
| TEAM ACADEMY CHARTER SCHOOL | |||||||
| 85 CUSTER AVE | NEWARK | NJ | 07112 | NONE | PC | CHARITABLE CONTRIBUTION - EDUCATION, CHARTER SCHOOL SERVING STUDENTS IN NEWARK NJ | $20,000 |
| UNCOMMON SCHOOLS | |||||||
| C/O RHF 826 BROADWAY 9TH FLOOR | NEW YORK | NY | 10003 | NONE | PC | CHARITABLE CONTRIBUTION - START AND MANAGE URBAN CHARTER PUBLIC SCHOOLS | $10,000 |
| GEORGE JACKSON ACADEMY | |||||||
| 104 ST MARKS PL | NEW YORK | NY | 10009 | NONE | PC | CHARITABLE CONTRIBUTION - LOW TUITION EDUCATION FOR BOYS IN GRADES 4-8 | $10,000 |
| 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 | $11,000 |
| BIG BROTHERS BIG SISTERS | |||||||
| 509 BROAD STREET 2ND FLOOR | NEWARK | NY | 07102 | NONE | PC | CHARITABLE CONTRIBUTION - YOUTH MENTORING PROGRAMS | $20,000 |
| 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 |
| EAGLE ACADEMY FOUNDATION | |||||||
| 105 EAST 22ND STREET STE 625 | NEW YORK | NY | 10010 | NONE | PC | CHARITABLE CONTRIBUTION - EDUCATIONAL RESOURCES AND COMMUNITY BASED INITIATIVES FOR AT RISK INNER CITY MEN | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $275,200 | 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 | $501 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $16,499 | 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 | $7,246 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $24,246 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $24,246 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1 | CityContributorUSAddress/City | StateContributorUSAddress/State | ZIP CodeContributorUSAddress/ZIPCode | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| TAMARA H ROBINSON | ||||||
| 1 | 1025 MAXWELL PLACE APT 1200 | HOBOKEN | NJ | 07030 | $6,208 | Yes (X) |
| THE ROBINSON HARRIS FOUNDATION INC | ||||||
| 2 | 71 VALLEY STREET 303 | SOUTH ORANGE | NJ | 07079 | $5,558,341 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FLSV | CategoryTxt |
| Amt | $5,235 | Amt |
| Disbursements Charitable Prps | $5,235 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (21 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 23,166.8 - DOUBLELINE TOTAL RE | $253,458 | $249,738 |
| 12,011.8 - JPMORGAN INFLATION | $125,553 | $124,683 |
| 4,715.8 - LOOMIS SAYLES BOND | $71,384 | $71,492 |
| 7,087.7 - LOOMIS SAYLES STRAT | $70,201 | $71,232 |
| 23,831.9 - METROPOL WEST TOTAL | $252,887 | $251,427 |
| 19,461 - PIMCO LOW DURATION | $200,677 | $201,034 |
| 6,701.3 - RIVERNORTH DOUBLELIN | $71,201 | $71,034 |
| 12,021.3 - TCW EMERGING MKTS | $101,252 | $100,979 |
| 5,251.2 - AQR RISK BALANCED | $50,000 | $48,507 |
| 3,198.6 - CULLEN HIGH DIV EQT | $50,328 | $53,513 |
| 2,529.64 - DFA EMERGING MKTS | $50,309 | $49,227 |
| 6,185.6 - DFA INTL CORE EQT | $75,498 | $79,238 |
| 2,625.2 - DFA REAL ESTATE | $71,130 | $68,073 |
| 4,979.2 - DFA US CORE EQTY | $75,745 | $82,357 |
| 5,342.9 - DFA US SMALL CAP POR | $155,294 | $165,664 |
| 4,135.6 - GOLDMAN SACHS RISING | $75,226 | $81,473 |
| 3,954.9 - OSHAUGHNESSY ENHANCE | $50,383 | $51,849 |
| 8,832.3 - PIMCO COMMODITY REAL | $50,792 | $48,490 |
| 1,871.2 - VIRTUS FOREIGN OPPTY | $50,235 | $51,160 |
| 1,488 - FLEXSHARES EXCH TR FD | $49,945 | $51,053 |
| 2,188.2 - ISHARES MSCI ETF | $70,398 | $75,196 |
Investments Land Schedule2 InvestmentsLandSchedule2
Land Etc Schedule2 LandEtcSchedule2
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $973 | LegalFeesAmt |
| Disbursements Charitable Prps | $973 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode |
|---|---|---|---|
| TAMARA H ROBINSON | |||
| 1025 MAXWELL PLACE APT 1200 | HOBOKEN | NJ | 07030 |
| THE ROBINSON HARRIS FOUNDATION INC | |||
| 71 VALLEY STREET 303 | SOUTH ORANGE | NJ | 07079 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CHARLES SCHWAB - FOREIGN TAXES | CategoryTxt |
| Amt | $657 | Amt |
| Net Investment Income | $657 | NetInvestmentIncomeAmt |
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