LEONARD & HILDA KAPLAN CHARITABLE FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- LEONARD & HILDA KAPLAN CHARITABLE FOUNDATION (EIN 04-6528085)
- Tax period
- 2011-05-01 to 2012-04-30
- Filed
- 2012-07-06
- IRS object ID
- 201201889349100400
- Schema version
- 2011v1.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-07-06T09:26:51-05:00 | Timestamp |
| Tax Period End Date | 2012-04-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 263753134 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBIZ TOFIAS | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 PLEASANT STREET 5TH FLOOR | AddressLine1 |
| City | NEW BEDFORD | City |
| State | MA | State |
| ZIP Code | 02740 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-05-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 046528085 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEONARD & HILDA KAPLAN CHARITABLE FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | LEON | NameControl |
| Phone | 7742068300 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 PLEASANT STREET | AddressLine1 |
| City | NEW BEDFORD | City |
| State | MA | State |
| ZIP Code | 02740 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | TODD L EISENBERG | Name |
| Title | TRUSTEE | Title |
| Phone | 7742068300 | Phone |
| Date Signed | 2012-07-02 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DANIELLE N POYANT CPA | Name |
| PTIN | P00161288 | PTIN |
| Phone | 7742068300 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 12273657 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Dividends Rev And Expnss | 429875 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 429875 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 646826 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 5699382 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 646826 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 79678 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 79678 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 1156379 | TotalRevenueAndExpenses |
| Total Net Investment Income | 1156379 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 38980 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 3100 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 35880 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 48825 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 48825 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Interest Rev And Expnss | 19 | InterestRevAndExpnss |
| Interest Net Invst Incm | 19 | InterestNetInvstIncm |
| Interest Dsbrs Chrtbl Prps | 0 | InterestDsbrsChrtblPrps |
| Taxes Rev And Expnss | 7323 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 125 | TaxesDsbrsChrtblPrps |
| Deprec And Depletion Rev And Expnss | 99 | DeprecAndDepletionRevAndExpnss |
| Deprec And Depletion Net Invst Incm | 0 | DeprecAndDepletionNetInvstIncm |
| Trav Conf Meeting Rev And Expnss | 55 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Net Invst Incm | 0 | TravConfMeetingNetInvstIncm |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 55 | TravConfMeetingDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 9 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 9 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 95310 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 51944 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 36069 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 690000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 690000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 785310 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 51944 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 726069 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 371069 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 1104435 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 1090470 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 1803555 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 1828322 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 1939749 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 2564068 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 2659586 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 1760591 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 1172296 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 1272686 | InvestmentsCorpBondsEOYFMV |
| Investments Other BOY | 6097275 | InvestmentsOtherBOY |
| Investments Other EOY | 5719334 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 6512915 | InvestmentsOtherEOYFMV |
| Land Building And Equipment Basis | 1717 | LandBuildingAndEquipmentBasis |
| Accum Deprec Land Bldg And Equip | 1569 | AccumDeprecLandBldgAndEquip |
| Land Building And Equipment BOY | 247 | LandBuildingAndEquipmentBOY |
| Land Building And Equipment EOY | 148 | LandBuildingAndEquipmentEOY |
| Land Building And Equipment EOYFMV | 148 | LandBuildingAndEquipmentEOYFMV |
| Total Assets BOY | 10888332 | TotalAssetsBOY |
| Total Assets EOY | 11259401 | TotalAssetsEOY |
| Total Assets EOYFMV | 12273657 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 73715 | CapitalStockBOY |
| Capital Stock EOY | 73715 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 10814617 | RetainedEarningsBOY |
| Retained Earnings EOY | 11185686 | RetainedEarningsEOY |
| Total Net Assets BOY | 10888332 | TotalNetAssetsBOY |
| Total Net Assets EOY | 11259401 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 10888332 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 11259401 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 10888332 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 371069 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 11259401 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 11259401 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Asset | SALE OF PUBLICLY TRADED SECURITIES | DescriptionOfAsset |
| How Acquired | P | HowAcquired |
| Gross Sales Price | 5699382 | GrossSalesPrice |
| Cost Or Other Basis | 5052556 | CostOrOtherBasis |
| Gain Or Loss | 646826 | GainOrLoss |
| Gains Minus Excess Or Losses | 646826 | GainsMinusExcessOrLosses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 646826 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 624498 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 11934550 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.052327 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 357994 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 11029119 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.032459 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 111090 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 3676845 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.030213 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 35493 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 624501 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.056834 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 40008 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 656414 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.060949 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.232782 | TotalDistributionRatio |
| Average Distribution Ratio | 0.046556 | AverageDistributionRatio |
| Net Noncharitable Assets | 12054136 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 561192 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 11044 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 572236 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 726069 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 11044 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 11044 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 11044 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 6920 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 6920 | TotalCreditsAndPayments |
| Tax Due | 4124 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | MA | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | TODD EISENBERG TRUSTEE | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 7742068300 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 PLEASANT STREET | AddressLine1 |
| City | NEW BEDFORD | City |
| State | MA | State |
| ZIP Code | 02740 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| TODD EISENBERG | ||||||||
| C/O CBIZ TOFIAS 700 PLEASANT STREET | NEW BEDFORD | MA | 02740 | TRUSTEE | 2.00 | 0 | 0 | 0 |
| GEORGE ROBINSON | ||||||||
| C/O CBIZ TOFIAS 700 PLEASANT STREET | NEW BEDFORD | MA | 02740 | TRUSTEE | 3.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
Compensation Of Hghst Paid Cntrct CompensationOfHghstPaidCntrct (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Type Of ServiceTypeOfService | CompensationCompensation |
|---|---|---|---|---|---|
| SMITH BARNEY | |||||
| 7272 WISCONSIN AVENUE | BETHESDA | MD | 20814 | INVESTMENT CONSULTING & ADVISORY SERVICES | 48825 |
| CBIZ TOFIAS | |||||
| 700 PLEASANT STREET | NEW BEDFORD | MA | 02740 | ACCOUNTING AND TAX SERVICES | 38980 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 10499430 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 1738272 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 12237702 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 12237702 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 183566 | CashDeemedCharitable |
| Net Noncharitable Assets | 12054136 | NetNoncharitableAssets |
| Minimum Investment Return | 602707 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 602707 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 11044 | TaxBasedOnInvestmentIncome |
| Total Tax | 11044 | TotalTax |
| Distributable Amount Before Adj | 591663 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 591663 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 591663 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 726069 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 726069 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 11044 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 715025 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 591663 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 217907 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 726069 | QualifyingDistributions |
| Applied To Year1 | 217907 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 508162 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 0 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 83501 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
Supplementary Information SupplementaryInformation
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | TODD EISENBERG TRUSTEE | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 PLEASANT STREET | AddressLine1 |
| City | NEW BEDFORD | City |
| State | MA | State |
| ZIP Code | 02740 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 7742068300 | RecipientPhoneNumber |
| Form And Info And Materials | APPLICATIONS SHOULD TAKE THE FORM OF A WRITTEN LETTER STATING THE CAUSE AND WORK PERFORMED BY THE ORGANIZATION. | FormAndInfoAndMaterials |
| Submission Deadlines | NONE | SubmissionDeadlines |
| Restrictions On Awards | NONE | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (23 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| BREAD FOR THE CITY | ||||||||
| 1525 7TH STREET NW | WASHINGTON | DC | 20001 | NONE | PUBLIC CHARITY | GENERAL FUNDING | $20,000 | |
| BUILDING BRIDGES ACROSS THE RIVER | ||||||||
| 1901 MISSISSIPPI AVE SE | WASHINGTON | DC | 20020 | NONE | PUBLIC CHARITY | GIRLS SCHOOL, THEATER, HEALTH PROJECT | $25,000 | |
| CITY YEAR BOSTON | ||||||||
| 287 COLUMBUS AVENUE | BOSTON | MA | 02116 | NONE | PUBLIC CHARITY | GENERAL FUNDING | $25,000 | |
| CITY YEAR DC | ||||||||
| 1875 CONNECTICUT AVE 11TH FL STE | WASHINGTON | DC | 20009 | NONE | PUBLIC CHARITY | WHOLE SCHOOL, WHOLE CHILD INNITIATIVE | $25,000 | 1130 |
| HOPE AND A HOME | ||||||||
| 1439 R STREET NW | WASHINGTON | DC | 20009 | NONE | PUBLIC CHARITY | GENERAL FUNDING | $25,000 | |
| I H SCHWARTZ REHABILITATION CENTER | ||||||||
| ONE POSA PLACE | DARTMOUTH | MA | 02747 | NONE | PUBLIC CHARITY | GENERAL FUNDING | $226,000 | |
| JUBILEE JOBS INC | ||||||||
| 2712 ONTARIO ROAD NW | WASHINGTON | DC | 20009 | NONE | PUBLIC CHARITY | GENERAL FUNDING | $20,000 | |
| JUDGE BAKERS CHILDREN CENTER | ||||||||
| 53 PARKER HILL AVENUE | BOSTON | MA | 02120 | NONE | PUBLIC CHARITY | GENERAL FUNDING | $20,000 | |
| LEVINE SCHOOL OF MUSIC | ||||||||
| 2801 UPTON STREET NW | WASHINGTON | DC | 20008 | NONE | PUBLIC CHARITY | GENERAL FUNDING | $25,000 | |
| LIVE IT LEARN IT | ||||||||
| 735 8TH STREET SE | WASHINGTON | DC | 20003 | NONE | PUBLIC CHARITY | GENERAL FUNDING | $25,000 | |
| NATIONAL BRAIN TUMOR SOCIETY | ||||||||
| 124 WATERTOWN STREET STE 2D | WATERTOWN | MA | 02472 | NONE | PUBLIC CHARITY | PEDIATRIC TUMOR RESEARCH PROJECTS | $25,000 | |
| NATIVITY PREP SCHOOL | ||||||||
| 66 SPRING STREET | NEW BEDFORD | MA | 02740 | NONE | PUBLIC CHARITY | SUMMER CAMPERSHIPS | $23,000 | |
| NEW BEDFORD ART MUSEUM | ||||||||
| 608 PLEASANT STREET | NEW BEDFORD | MA | 02740 | NONE | PUBLIC CHARITY | SUMMER ARTMOBILE | $15,000 | |
| NEW BEDFORD EDUCATIONAL FOUNDATION | ||||||||
| PO BOX 6250 | NEW BEDFORD | MA | 02740 | NONE | PUBLIC CHARITY | GENERAL FUNDING | $10,000 | |
| OCEAN EXPLORIUM OF NEW BEDFORD | ||||||||
| 174 UNION STREET | NEW BEDFORD | MA | 02740 | NONE | PUBLIC CHARITY | GENERAL FUNDING | $20,000 | |
| OUR SISTERS SCHOOL | ||||||||
| 145 BROWNELL AVE | NEW BEDFORD | MA | 02740 | NONE | PUBLIC CHARITY | SCHOLARSHIPS FOR STUDENTS | $20,000 | |
| RAPPAHANNOCK ANIMAL WELFARE LEAGUE | ||||||||
| PO BOX 396 | AMISSVILLE | VA | 20106 | 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 | $20,000 | |
| THE WOMEN'S CENTER | ||||||||
| 405 COUNTY STREET | NEW BEDFORD | MA | 02740 | NONE | PUBLIC CHARITY | GENERAL FUNDING | $30,000 | |
| UNIVERSITY OF MASSACHUSETTS DARTMOUTH | ||||||||
| 285 OLD WESTPORT ROAD | DARTMOUTH | MA | 02747 | NONE | PUBLIC CHARITY | ENDOWMENT FOR SCHOLARSHIP FUND | $40,000 | |
| YMCA | ||||||||
| 18 SO WATER STREET | NEW BEDFORD | MA | 02740 | NONE | PUBLIC CHARITY | ANNUAL SCHOLARSHIP FUND FOR MEMBERSHIPS | $1,000 | |
| YWCA - YW KIDS | ||||||||
| 20 SOUTH 6TH STREET | NEW BEDFORD | MA | 02740 | NONE | PUBLIC CHARITY | SCHOOL AGE PROGRAM | $15,000 | |
| YWCA | ||||||||
| 20 SOUTH 6TH STREET | NEW BEDFORD | MA | 02740 | NONE | PUBLIC CHARITY | CAPITAL CAMPAIGN | $25,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 690000 | TotGrantOrContriPaidDuringYear |
Grant Or Contri Approved For Future GrantOrContriApprovedForFuture (2 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| NEW BEDFORD EDUCATIONAL FOUNDATION | |||||||
| PO BOX 6250 | NEW BEDFORD | MA | 02740 | NONE | PUBLIC CHARITY | GENERAL FUNDING | $10,000 |
| YWCA | |||||||
| 20 SOUTH 6TH STREET | NEW BEDFORD | MA | 02740 | NONE | PUBLIC CHARITY | CAPITAL CAMPAIGN | $75,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Approved Future | 85000 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $429,875 | ExclusionAmount |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $79,678 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $646,826 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $1,156,379 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 1156379 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $38,980 | Amount |
| Net Investment Income | 3100 | NetInvestmentIncome |
| Disbursements Charitable Prps | 35880 | DisbursementsCharitablePrps |
Depreciation Schedule DepreciationSchedule
Depreciation Depreciation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Property | OFFICE EQUIPMENT - COMPUTER | DescriptionOfProperty |
| Date Acquired | 2008-11-10 | DateAcquired |
| Cost Or Other Basis | 1717 | CostOrOtherBasis |
| Prior Years Depreciation | 611 | PriorYearsDepreciation |
| Computation Method | 200DB | ComputationMethod |
| Life | 5.000000000000 | Life |
| Current Year Expense | 99 | CurrentYearExpense |
| Net Investment Income | 0 | NetInvestmentIncome |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Bond | UBS - CORPORATE BONDS | NameOfBond |
| EOY Book Value | 1172296 | EOYBookValue |
| EOYFMV | 1272686 | EOYFMV |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | UBS - CORPORATE STOCK | NameOfStock |
| EOY Book Value | 2564068 | EOYBookValue |
| EOYFMV | 2659586 | EOYFMV |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | INVESTMENTS - MORGAN STANLEY - SMITH BARNEY | CategoryOrItem |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMV |
| Book Value | 5719334 | BookValue |
| EOYFMV | 6512915 | EOYFMV |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | OFFICE EQUIPMENT - COMPUTER | CategoryOrItem |
| Cost Or Other Basis | 1717 | CostOrOtherBasis |
| Accumulated Depreciation | 1569 | AccumulatedDepreciation |
| Book Value | 148 | BookValue |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | POSTAGE | Description |
| Revenue And Expenses Per Books | 9 | RevenueAndExpensesPerBooks |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 9 | DisbursementsCharitablePrps |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome |
|---|---|---|---|
| MISCELLANEOUS INCOME | 1634 | 1634 | 1634 |
| SMITH BARNEY - CAPITAL GAIN DISTRIBUTIONS | 78044 | 78044 | 78044 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONSULTING AND ADVISORY FEES | Category |
| Amount | $48,825 | Amount |
| Net Investment Income | 48825 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| COMM OF MASS | $125 | 0 | 125 |
| FEDERAL TAXES | $7,198 | 0 | 0 |
Comments