MICHAEL B RUKIN CHARITABLE FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- MICHAEL B RUKIN CHARITABLE FOUNDATION (EIN 22-2992115)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-07
- IRS object ID
- 202601279349102955
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-07T14:12:06-04:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 823840465 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UMBREIT WILECZEK & ASSOCIATES PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 712 E BALTIMORE PIKE | AddressLine1Txt |
| City | KENNETT SQUARE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19348 | 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 | 222992115 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHAEL B RUKIN CHARITABLE | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MICH | BusinessNameControlTxt |
| Phone | 6105942065 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 44 MULLIGAN COURT | AddressLine1Txt |
| City | DOWNINGTOWN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19335 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MORREEN NAOMI RUKIN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6105942065 | PhoneNum |
| Signature | 2026-04-24 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KATHLEEN A WILECZEK CPA | PreparerPersonNm |
| PTIN | P01410073 | PTIN |
| Phone | 6104443222 | PhoneNum |
| Preparation | 2026-04-24 | PreparationDt |
| 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 | $9,920,504 | 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 |
| Interest On Sav Rev And Expnss | $51,712 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $51,712 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $266,093 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $266,093 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $419,934 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,401,397 | GrossSalesPriceAmt |
| Other Income Rev And Expnss | -$314,368 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $423,371 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $317,805 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $35,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $17,500 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $17,500 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,025 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,513 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,512 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $47,327 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $36,210 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $11,117 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $123,772 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $123,772 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $2,713 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,339 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $1,374 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $4,607 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $488 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $4,119 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $218,444 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $181,822 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $36,622 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $612,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $612,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $830,444 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $181,822 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $648,622 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$407,073 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $135,983 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $435,823 | CashBOYAmt |
| Cash EOY | $347,916 | CashEOYAmt |
| Cash EOYFMV | $347,916 | CashEOYFMVAmt |
| Corporate Stock BOY | $6,896,437 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,079,023 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $9,572,588 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $7,332,260 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,426,939 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,920,504 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $7,332,260 | CapitalStockBOYAmt |
| Capital Stock EOY | $7,426,939 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,332,260 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,426,939 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,332,260 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,426,939 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,332,260 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$407,073 | ExcessRevenueOverExpensesAmt |
| Other Increases | $501,752 | OtherIncreasesAmt |
| Subtotal | $7,426,939 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $7,426,939 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,890 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,890 | SubtotalAmt |
| Tax Based On Investment Income | $1,890 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $15,739 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $15,739 | TotalPaymentsAndCreditsAmt |
| Overpayment | $13,849 | OverpaymentAmt |
| Applied To ES Tax | $13,849 | 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 |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | MORREEN NAOMI RUKIN | IndividualWithBooksNm |
| Phone | 6105942065 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 44 MULLIGAN COURT | AddressLine1Txt |
| City | DOWNINGTOWN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19335 | ZIPCd |
| 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 |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MORREEN NAOMI RUKIN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 44 MULLIGAN COURT | AddressLine1Txt |
| City | DOWNINGTOWN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19335 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 000.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $35,000 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $9,287,816 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $318,113 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,605,929 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $9,605,929 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $144,089 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,461,840 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $473,092 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $473,092 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,890 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,890 | TotalTaxAmt |
| Distributable Before Adj | $471,202 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $471,202 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $471,202 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $648,622 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $648,622 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $471,202 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $271,604 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $199,658 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $235,852 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $229,943 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $215,171 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,152,228 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $648,622 | QualifyingDistributionsAmt |
| Applied To Current Year | $471,202 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $177,420 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,329,648 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $271,604 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,058,044 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $199,658 | ExcessFromYear4Amt |
| Excess From Year3 | $235,852 | ExcessFromYear3Amt |
| Excess From Year2 | $229,943 | ExcessFromYear2Amt |
| Excess From Year1 | $215,171 | ExcessFromYear1Amt |
| Excess From Current Year | $177,420 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (27 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| 18 DOORS | |||||||||
| 190 NORTH MAIN ST | SUITE 203 | NATICK | MA | 01760 | NONE | PC | UNRESTRICTED | $165,000 | |
| AGAHOZO SHALOM YOUTH VILLAGE | |||||||||
| 620 EIGHTH AVENUE | 19TH FL | NEW YORK | NY | 10018 | NONE | PC | UNRESTRICTED | $3,500 | |
| AMERICAN FRIENDS OF NATAL | |||||||||
| 1120 AVE OF THE AMERICAS | FOURTH FLOOR | NEW YORK | NY | 10036 | NONE | PC | UNRESTRICTED | $20,000 | |
| AMERICAN JEWISH JOINT DISTRIBUTION | |||||||||
| 220 EAST 42ND ST SUITE 40 | NEW YORK | NY | 10017 | NONE | PC | UKRAINE EMERGENCY FUND/AJT | $75,000 | ||
| BIRTHRIGHT ISRAEL FOUNDATION | |||||||||
| PO BOX 21615 | NEW YORK | NY | 10087 | NONE | PC | UNRESTRICTED | $15,000 | ||
| BOSTON CHILDRENS HOSPITAL | |||||||||
| 300 LONGWOOD AVENUE | BOSTON | MA | 02115 | NONE | PC | DR MOSES | $30,000 | ||
| BOSTON CHILDRENS HOSPITAL | |||||||||
| 300 LONGWOOD AVENUE | BOSTON | MA | 02115 | NONE | PC | DR MCCULLY RESEARCH | $30,000 | ||
| BOULDER OPEN SPACE CONSERVANCY | |||||||||
| PO BOX 1765 | BOULDER | CO | 80306 | NONE | PC | UNRESTRICTED | $2,000 | ||
| CHILDREN'S TUMOR FOUNDATION | |||||||||
| 120 WALL ST | NEW YORK | NY | 10005 | NONE | PC | UNRESTRICTED | $250 | ||
| COMBINED JEWISH PHILANTHROPIES | |||||||||
| 126 HIGH STREET | BOSTON | MA | 021102700 | NONE | PC | JEWISH BOSTON | $65,000 | ||
| COMBINED JEWISH PHILANTHROPIES | |||||||||
| 126 HIGH STREET | BOSTON | MA | 021102700 | NONE | PC | ANTI SEMITISM INITIATIVE | $25,000 | ||
| DARTMOUTH HICKOCK FOUNDATION | |||||||||
| ONE MEDICAL CENTER DRIVE | LEBANON | NH | 03766 | NONE | PC | UNRESTRICTED | $3,500 | ||
| FOUNDATION FOR FREE ENTERPRISE | |||||||||
| 3076 W 12TH ST | ERIE | PA | 16505 | NONE | PC | FREE ENTERPRISE WEEK | $500 | EDUCATION | |
| GROUNDWORKS ART LAB | |||||||||
| 3750 CANFIELD STREET | BOULDER | CO | 80301 | NONE | PC | UNRESTRICTED | $2,000 | ||
| HIAS | |||||||||
| 1300 SPRING STREET | SUITE 500 | SILVER SPRING | MD | 20910 | NONE | PC | UNRESTRICTED | $145,000 | |
| HILLEL INTERNATIONAL | |||||||||
| 800 EIGHTH STREET NW | WASHINGTON | DC | 200013724 | NONE | PC | UNRESTRICTED | $1,500 | ||
| HOME HEALTH HOSPICE HOUSE NH | |||||||||
| 7 EXECUTIVE PARK DR | MERRIMACK | NH | 03054 | NONE | PC | UNRESTRICTED | $320 | ||
| HOME OF THE SPARROW | |||||||||
| 969 E SWEDESFORD RD | EXTON | PA | 19341 | NONE | PC | UNRESTRICTED | $750 | ||
| INSTITUTE FOR JEWISH SPIRITUALITY | |||||||||
| PO BOX 95000-2602 | PHILADELPHIA | PA | 191950001 | NONE | PC | UNRESTRICTED | $180 | ||
| JEWISH ARTS COLLABORATIVE | |||||||||
| 303 1320 CENTRE ST | NEWTON | MA | 02459 | NONE | PC | UNRESTRICTED | $6,000 | ||
| JEWISH RELIEF AGENCY | |||||||||
| 225 E CITY AVE | SUITE 210 | BALA CYNWYD | PA | 19004 | NONE | PC | UNRESTRICTED | $1,000 | |
| MONTGOMERY SCHOOL | |||||||||
| 1141 KIMBERTON ROAD | CHESTER SPRINGS | PA | 19425 | NONE | PC | UNRESTRICTED | $500 | ||
| NATIONAL ALLIANCE ON MENTAL ILLNESS | |||||||||
| 4301 WILSON BLVD | ARLINGTON COUNTY | VA | 76001 | NONE | PC | UNRESTRICTED | $750 | ||
| PAIR | |||||||||
| 98 NORTH WASHINGTON STREE | SUITE 106 | BOSTON | MA | 02114 | NONE | PC | UNRESTRICTED | $7,500 | |
| SHANEROCK | |||||||||
| PO BOX | ROCKY RIVER | OH | 44116 | NONE | PC | UNRESTRICTED | $250 | ||
| WEBSTER COMFORT CARE HOME | |||||||||
| 700 HOLT ROAD | WEBSTER | NY | 14580 | NONE | PC | UNRESTRICTED | $4,000 | ||
| WELCOME NST | |||||||||
| 225 CEDAR HILL STREET | SUITE 200 | MARLBOROUGH | MA | 01752 | NONE | PC | UNRESTRICTED | $7,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $612,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $51,712 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $266,093 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $419,934 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd |
|---|---|---|---|
| NORTHLAND PORTFOLIO | 531110 | -$285,150 | 18 |
| NORTHLAND VENTURE | 531110 | -$29,218 | 18 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$314,368 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $317,805 | ExclusionAmt |
| Related Or Exempt Function Incm | $419,934 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $423,371 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING SERVICES | CategoryTxt |
| Amt | $5,025 | Amt |
| Net Investment Income | $2,513 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,512 | DisbursementsCharitablePrpsAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| CHARLES SCHWAB 8276 | 2025-10 | PURCHASE | 2025-12 | $209,182 | $210,392 | -$1,210 |
| CHARLES SCHWAB 8279 | 2022-12 | PURCHASE | 2025-12 | $1,192,215 | $771,071 | $421,144 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CS 8276 ETF'S | StockNm |
| EOY Book Value | $7,079,023 | EOYBookValueAmt |
| EOYFMV | $9,572,588 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXPENSES | |||
| FROM K-1 | $488 | $488 | |
| TRAVEL | $883 | $883 | |
| MEETINGS EXPENSE | $3,235 | $3,235 | |
| POSTAGE | $1 | $1 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| NORTHLAND PORTFOLIO | -$285,150 |
| NORTHLAND VENTURE | -$29,218 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| LP TIMING DIFFERENCE | $47,176 |
| PRIOR YEAR GRANT TIMING DIFFERENCE | $188,500 |
| LP DISTRIBUTIONS | $266,076 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $36,210 | $36,210 | |
| PAYROLL SERVICE FEES | $1,117 | $1,117 | |
| OUTSIDE CONTRACT SERVICES | $10,000 | $10,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $2,678 | $1,339 | $1,339 |
| MA FILING FEE | $35 | $35 |
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