FIELDCREST ASPIRATION FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- FIELDCREST ASPIRATION FOUNDATION (EIN 93-3867289)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-02-17
- IRS object ID
- 202610489349100911
- Schema version
- 2025v4.0
- 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 Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Increases Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-02-17T20:19:57-06:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 871353108 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EISNER ADVISORY GROUP LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4225 EXECUTIVE SQUARE SUITE 1150 | AddressLine1Txt |
| City | LA JOLLA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92037 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 933867289 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FIELDCREST ASPIRATION FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FIEL | BusinessNameControlTxt |
| Phone | 8587208900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12275 EL CAMINO REAL SUITE 100 | AddressLine1Txt |
| City | DEL MAR | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92014 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROSEMARY PERLMETER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8587208900 | PhoneNum |
| Signature | 2026-02-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARY H MCGROARTY | PreparerPersonNm |
| PTIN | P00735101 | PTIN |
| Phone | 8585589200 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | 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 | $50,110,741 | 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 | $705 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $705 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $705 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $705 | 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 |
| Legal Fees Rev And Expnss | $402 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $201 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $201 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $11,356 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,678 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $5,678 | AccountingFeesChrtblPrpsAmt |
| Tot Opr Expenses Rev And Expnss | $11,758 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,879 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,879 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,340,901 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,340,901 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,352,659 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,879 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,346,780 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,351,954 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,715 | CashBOYAmt |
| Cash EOY | $20 | CashEOYAmt |
| Cash EOYFMV | $20 | CashEOYFMVAmt |
| Corporate Stock BOY | $26,968,684 | CorporateStockBOYAmt |
| Corporate Stock EOY | $25,994,992 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $50,099,792 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $24,286 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $10,929 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $10,929 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $26,995,685 | TotalAssetsBOYAmt |
| Total Assets EOY | $26,005,941 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $50,110,741 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | 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 | $26,995,685 | RetainedEarningBOYAmt |
| Retained Earning EOY | $26,005,941 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $26,995,685 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $26,005,941 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $26,995,685 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $26,005,941 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $26,995,685 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,351,954 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,362,210 | OtherIncreasesAmt |
| Subtotal | $26,005,941 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $26,005,941 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $0 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $0 | 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 | DE | 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 | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | MICHAEL PERLMETER CO SHEPPARD MULL | IndividualWithBooksNm |
| Phone | 8587208900 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12275 EL CAMINO REAL SUITE 100 | AddressLine1Txt |
| City | DEL MAR | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92014 | 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 |
|---|---|---|---|---|---|---|---|---|
| MICHAEL PERLMETER CO SHEPPARD MULLI | ||||||||
| 12275 EL CAMINO REAL SUITE 100 | DEL MAR | CA | 92014 | TREASURER, DIRECTOR | 0.75 | $0 | $0 | $0 |
| REX PERLMETER CO SHEPPARD MULLIN | ||||||||
| 12275 EL CAMINO REAL SUITE 100 | DEL MAR | CA | 92014 | SECRETARY, DIRECTOR | 0.75 | $0 | $0 | $0 |
| ROSEMARY PERLMETER CO SHEPPARD MULL | ||||||||
| 12275 EL CAMINO REAL SUITE 100 | DEL MAR | CA | 92014 | PRESIDENT, DIRECTOR | 0.75 | $0 | $0 | $0 |
| RACHEL HERTZMAN CO SHEPPARD MULLIN | ||||||||
| 12275 EL CAMINO REAL SUITE 100 | DEL MAR | CA | 92014 | VICE PRESIDENT, DIRECTOR | 0.75 | $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 | $51,251,089 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $841 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $51,251,930 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $51,251,930 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $768,779 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $50,483,151 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,524,158 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,524,158 | MinimumInvestmentReturnAmt |
| Total Tax | $0 | TotalTaxAmt |
| Distributable Before Adj | $2,524,158 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,524,158 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,524,158 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,346,780 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,346,780 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,524,158 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,730,911 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,346,780 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,730,911 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $615,869 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $1,908,289 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (46 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN JEWISH WORLD SERVICE INC | |||||||
| 45 W 36TH ST | NEW YORK | NY | 10018 | NONE | PC | GENERAL | $24,963 |
| BERKSHIRE BOUNTY INC | |||||||
| 33 COMMONWEALTH AVE | GREAT BARRINGTON | MA | 01230 | NONE | PC | GENERAL | $12,750 |
| BOSTON SYMPHONY ORCHESTRA INC | |||||||
| 301 MASSACHUSETTS AVE | BOSTON | MA | 02115 | NONE | PC | GENERAL | $52,815 |
| CENTER FOR REPRODUCTIVE RIGHTS | |||||||
| 199 WATER ST | NEW YORK | NY | 10038 | NONE | PC | GENERAL | $24,992 |
| CENTRAL CONFERENCE OF AMERICAN RABBIS | |||||||
| 355 LEXINGTON AVE FL 8 | NEW YORK CITY | NY | 10017 | NONE | PC | GENERAL | $14,977 |
| DAYENU SHELTERS AMERICA | |||||||
| 10275 HOLE AVE UNIT 7815 | RIVERSIDE | CA | 92513 | NONE | PC | GENERAL | $12,751 |
| FOUNDATION FOR JEWISH CAMP | |||||||
| 253 W 35TH ST FI 4 | NEW YORK CITY | NY | 10001 | NONE | PC | GENERAL | $25,364 |
| FOUNDATION FOR JEWISH CAMP INC | |||||||
| 253 W 35 ST 4TH FL | NEW YORK | NY | 10001 | NONE | PC | GENERAL | $24,963 |
| FRIENDS OF THE ISRAEL MOVEMENT FOR PROGRESSIVE JUDAISM | |||||||
| 211 S SPALDING DR UNIT S403 | BEVERLY HILLS | CA | 90212 | NONE | PC | GENERAL | $29,955 |
| HEBREW UNION COLLEGE | |||||||
| 1 WEST 4TH STREET | NEW YORK | NY | 10012 | NONE | PC | GENERAL | $19,970 |
| HEVREH OF SOUTHERN BERKSHIRE | |||||||
| 270 STATE RD GT | BARRINGTON | ME | 01230 | NONE | PC | GENERAL | $10,299 |
| HIAS INC | |||||||
| 1300 SPRING ST STE 500 | SILVER SPRING | MD | 10910 | NONE | PC | GENERAL | $24,963 |
| HILLEL INTERNATIONAL | |||||||
| 800 8TH ST NW | WASHINGTON | DC | 20001 | NONE | PC | ATRA: CENTER FOR RABBINIC INNOVATION NATIONAL | $5,395 |
| INNOCENCE PROJECT | |||||||
| 40 WORTH ST STE 701 | NEW YORK | NY | 10013 | NONE | PC | GENERAL | $25,416 |
| INSTITUTE OF JEWISH SPIRITUALITY INC | |||||||
| PO BOX 4460 | NEW YORK | NY | 10185 | NONE | PC | GENERAL | $50,327 |
| ISRAAID | |||||||
| PO BOX 61227 | PALO ALTO | CA | 94306 | NONE | PC | GENERAL | $9,985 |
| ISRAEL POLICY FORUM | |||||||
| 122 E 42ND ST RM 3505 | NEW YORK | NY | 10168 | NONE | PC | GENERAL | $5,454 |
| J STREET EDUCATION FUND INC | |||||||
| PO BOX 66073 | WASHINGTON | DC | 20035 | NONE | PC | GENERAL | $19,970 |
| JEWISH COMMUNITY FOUNDATION | |||||||
| 4950 MURPHY CANYON ROAD | SAN DIEGO | CA | 92123 | NONE | PC | GENERAL | $451,044 |
| JEWISH FEDERATION OF THE BERKSHIRES INC PITTSFIELD JEWISH | |||||||
| 196 SOUTH ST | PITTSFIELD | MA | 01201 | NONE | PC | GENERAL | $19,970 |
| LA JOLLA PLAYHOUSE | |||||||
| PO BOX 12039 | LA JOLLA | CA | 92039 | NONE | PC | GENERAL | $49,991 |
| METROPOLITAN OPERA | |||||||
| 30 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | NONE | PC | GENERAL | $15,203 |
| NATIONAL COALITION AGAINST CENSORSHIP | |||||||
| 29 BROADWAY STE 1400 | NEW YORK | NY | 10006 | NONE | PC | GENERAL | $25,416 |
| NATIONAL CONFLICT RESOLUTION CENTER | |||||||
| 530 B ST STE 1700 | SAN DIEGO | CA | 92101 | NONE | PC | GENERAL | $200,953 |
| NEW ISRAEL FUND | |||||||
| PO BOX 70358 | PHILADELPHIA | PA | 19176 | NONE | PC | GENERAL | $19,970 |
| NEW YORK CHORAL SOCIETY | |||||||
| 119 WEST 57TH STREET SUITE 316 | NEW YORK | NY | 10019 | NONE | PC | GENERAL | $5,395 |
| NEW YORK PUBLIC RADIO | |||||||
| 160 VARICK STREET 8 TH FLOOR | NEW YORK | NY | 10013 | NONE | PC | GENERAL | $5,395 |
| NORTH STAR FUND | |||||||
| 520 - 8TH AVE STE 1800 | NEW YORK | NY | 10018 | NONE | PC | GENERAL | $50,832 |
| PEF ISRAEL ENDOWMENT FUNDS INC | |||||||
| 630 THIRD AVE SUITE 1500 | NEW YORK | NY | 10017 | NONE | PC | POLYPHONY EDUCATION | $15,203 |
| PLANNED PARENTHOOD | |||||||
| PO BOX 97166 | WASHINGTON | DC | 20090 | NONE | PC | GENERAL | $50,832 |
| RAYMOND JAMES DONOR ADVISED FUND | |||||||
| 2811 PONCE DE LEON BLVD SUITE 800 | CORAL GABLES | FL | 33134 | NONE | PC | GENERAL | $359,976 |
| SAN DIEGO FOUNDATION | |||||||
| 2508 HISTORIC DECATUR RD STE 200 | SAN DIEGO | CA | 92039 | NONE | PC | GENERAL | $149,066 |
| SCRIPPS HEALTH | |||||||
| PO BOX 2669 | LA JOLLA | CA | 92038 | NONE | PC | GENERAL | $5,000 |
| SOCIAL INNOV LABUNITED WAY DALLAS | |||||||
| 529 COMMERCIAL ST | EMPORIA | KS | 66801 | NONE | PC | GENERAL | $25,082 |
| SOCIAL VENTURES PARTNERS - DALLAS | |||||||
| PO BOX 670546 | DALLAS | TX | 75365 | NONE | PC | GENERAL | $25,082 |
| SOLIDAIRE | |||||||
| PO BOX 94684 | SEATTLE | WA | 98124 | NONE | PC | GENERAL | $24,522 |
| SUSTAINED LEADERS | |||||||
| 10533 VERNA TRAIL W | FORT WORTH | TX | 76108 | NONE | PC | GENERAL | $25,416 |
| TEMPLE NER TAMID | |||||||
| 936 BROAD ST | BLOOMFIELD | NJ | 07003 | NONE | PC | GENERAL | $1,962 |
| THE CLEAR FUND | |||||||
| 1714 FRANKLIN STREET | OAKLAND | CA | 94612 | NONE | PC | GENERAL | $50,832 |
| TOWERS OF EXCELLENCE | |||||||
| 1813 S CLARK ST APT 44 | CHICAGO | IL | 60616 | NONE | PC | GENERAL | $25,082 |
| T'RUAH | |||||||
| 266 W 37TH STREET SUITE 803 | NEW YORK | NY | 10018 | NONE | PC | GENERAL | $20,054 |
| UJANY | |||||||
| 130 E 59TH STREET | NEW YORK | NY | 10022 | NONE | PC | GENERAL | $29,955 |
| UNION FOR REFORM JUDAISM | |||||||
| 633 THIRD AVE | NEW YORK | NY | 10016 | NONE | PC | CAMP HARLAM | $153,648 |
| UNIVERSITY OF SAN DIEGO | |||||||
| 5998 ALCALA PARK | SAN DIEGO | CA | 92110 | NONE | PC | GENERAL | $99,092 |
| UPLIFT EDUCATION | |||||||
| 3000 PEGASUS PARK DRIVE BUILDING 2 | DALLAS | TX | 75247 | NONE | PC | GENERAL | $25,416 |
| VOLUNTEERS IN MEDICINE BERKSHIRES INC | |||||||
| 777 MAIN ST STE 4 | GT BARRINGTON | MA | 01230 | NONE | PC | GENERAL | $15,203 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,340,901 | 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 | $705 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $705 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $705 | 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 | $11,356 | Amt |
| Net Investment Income | $5,678 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,678 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BERKSHIRE HATHAWAY STOCK A SHARES | $25,880,140 | $49,816,800 |
| BERKSHIRE HATHAWAY STOCK B SHARES | $114,852 | $282,992 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | BLACKROCK LIQUID T FUND | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $10,929 | BookValueAmt |
| EOYFMV | $10,929 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $402 | LegalFeesAmt |
| Net Investment Income | $201 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $201 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON STOCK CONTRIBUTIONS - VALUE AT TRANSFER DATE | Desc |
| Amt | $1,362,210 | Amt |
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