PEARSON-RAPPAPORT FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- PEARSON-RAPPAPORT FOUNDATION (EIN 06-1484929)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-21
- IRS object ID
- 202611419349100416
- Schema version
- 2025v4.1
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-21T09:28:14-07:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 582550336 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Tripp Chafin & Company LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3535 Roswell Rd STE 63 | AddressLine1Txt |
| City | Marietta | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30062 | 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 | 061484929 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Pearson-Rappaport Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PEAR | BusinessNameControlTxt |
| Phone | 5186405000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O Ayco Co LP NTG PO Box 15201 | AddressLine1Txt |
| City | Albany | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12212 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Alan Rappaport | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Signature | 2026-05-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Willis C Gregory III | PreparerPersonNm |
| PTIN | P01786786 | PTIN |
| Phone | 7705652422 | 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 | $2,976,097 | 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 | $894 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $894 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $62,986 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $62,986 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $439,560 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $677,822 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $439,560 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $4,315 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $503,440 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $503,440 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $4,315 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $3,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,750 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,750 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $13,113 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $9,654 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $3,459 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,902 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $990 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $19,515 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $12,394 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,209 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $413,778 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $413,778 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $433,293 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $12,394 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $418,987 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $70,147 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $491,046 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $4,315 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $10,670 | CashBOYAmt |
| Cash EOY | $68,021 | CashEOYAmt |
| Cash EOYFMV | $68,021 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $34,003 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $36,338 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $36,452 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $36,860 | CorporateStockBOYAmt |
| Corporate Stock EOY | $15,631 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $764,641 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,406,613 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,438,303 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,106,983 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,488,146 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,558,293 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,976,097 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,488,146 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,558,293 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,488,146 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,558,293 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,488,146 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,558,293 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,488,146 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $70,147 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,558,293 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,558,293 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (30 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 140 Sh Pepsico Inc | P | 2024-01-01 | 2025-08-06 | $19,704 | $6,893 | $12,811 | $12,811 |
| 105 Sh Pepsico Inc | P | 1960-11-11 | 2025-09-25 | $14,712 | $127 | $14,585 | $14,585 |
| 194 Sh Pepsico Inc | P | 1960-11-11 | 2025-12-08 | $28,236 | $235 | $28,001 | $28,001 |
| 445 Sh Yum China Holdings Inc | P | 1960-11-11 | 2025-08-06 | $20,014 | $35 | $19,979 | $19,979 |
| 345 Sh Yum China Holdings Inc | P | 1960-11-11 | 2025-09-25 | $14,732 | $29 | $14,703 | $14,703 |
| 615 Sh Yum China Holdings Inc | P | 1960-11-11 | 2025-12-08 | $28,573 | $52 | $28,521 | $28,521 |
| 157 Sh YUM! Brands Inc | P | 2002-04-01 | 2025-03-05 | $25,055 | $1,653 | $23,402 | $23,402 |
| 135 Sh YUM! Brands Inc | P | 2002-04-01 | 2025-03-17 | $21,158 | $1,422 | $19,736 | $19,736 |
| 171 Sh YUM! Brands Inc | P | 2002-04-01 | 2025-05-05 | $25,053 | $1,801 | $23,252 | $23,252 |
| 346 Sh YUM! Brands Inc | P | 2024-01-01 | 2025-06-06 | $50,046 | $2,456 | $47,590 | $47,590 |
| 76 Sh YUM! Brands Inc | P | 1960-11-11 | 2025-07-22 | $11,224 | $458 | $10,766 | $10,766 |
| 70 Sh YUM! Brands Inc | P | 1960-11-11 | 2025-08-06 | $9,857 | $422 | $9,435 | $9,435 |
| 172 Sh YUM! Brands Inc | P | 1960-11-11 | 2025-09-05 | $24,987 | $1,037 | $23,950 | $23,950 |
| 330 Sh YUM! Brands Inc | P | 1960-11-11 | 2025-09-25 | $49,581 | $1,990 | $47,591 | $47,591 |
| 134 Sh YUM! Brands Inc | P | 1960-11-11 | 2025-10-28 | $18,977 | $808 | $18,169 | $18,169 |
| 300 Sh YUM! Brands Inc | P | 1960-11-11 | 2025-12-08 | $43,119 | $1,809 | $41,310 | $41,310 |
| 286.403 Sh Fidelity Intl Indx Inst Prm | P | 2025-01-01 | 2025-02-10 | $14,426 | $13,972 | $454 | $454 |
| 625.049 Sh Fidelity Intl Indx Inst Prm | P | 2025-01-01 | 2025-03-05 | $33,178 | $30,374 | $2,804 | $2,804 |
| 48.584 Sh Fidelity 500 Index Fund | P | 2024-12-20 | 2025-01-14 | $9,859 | $10,000 | -$141 | -$141 |
| 166 Sh Financial Select Sector SPDR | P | 2024-12-06 | 2025-03-03 | $8,586 | $8,369 | $217 | $217 |
| 121 Sh Industrial Select Sector SPDR | P | 2025-01-01 | 2025-03-03 | $16,260 | $15,279 | $981 | $981 |
| 1439.963 Sh Edgewood Growth Fund | P | 2024-01-01 | 2025-03-05 | $63,430 | $58,967 | $4,463 | $4,463 |
| 51.099 Sh Fidelity Intl Indx Inst Prm | P | 2021-04-27 | 2025-02-10 | $2,574 | $2,472 | $102 | $102 |
| 316.925 Sh Fidelity Intl Indx Inst Prm | P | 2024-01-09 | 2025-03-05 | $16,822 | $14,804 | $2,018 | $2,018 |
| 99.250 Sh Fidelity 500 Index Fund | P | 2020-11-17 | 2025-01-14 | $20,141 | $12,449 | $7,692 | $7,692 |
| 1 Sh Industrial Select Sector SPDR | P | 2020-11-17 | 2025-03-03 | $134 | $88 | $46 | $46 |
| 255 Sh iShares Core S&P Midcap ETF | P | 2024-01-01 | 2025-03-03 | $15,426 | $13,121 | $2,305 | $2,305 |
| 305 Sh iShares Core S&P Midcap ETF | P | 2022-11-11 | 2025-07-03 | $19,454 | $15,397 | $4,057 | $4,057 |
| 192 Sh Vanguard Communication Services ETF | P | 2020-11-17 | 2025-07-18 | $32,708 | $21,743 | $10,965 | $10,965 |
| Capital Gain Dividends | $19,796 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $439,560 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $4,315 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,826 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $6,826 | SubtotalAmt |
| Tax Based On Investment Income | $6,826 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $197 | EsPenaltyAmt |
| Tax Due | $7,023 | TaxDueAmt |
| Applied To ES Tax | $0 | 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 | CT | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Ayco Company LP - NTG | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5186405000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 Coliseum Drive | AddressLine1Txt |
| City | Cohoes | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12047 | 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| 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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Jill P Rappaport | ||||||
| c/o Ayco Co LP NTG POBox 15201 | Albany | NY | 122125201 | Trustee | 1.00 | $0 |
| Alan H Rappaport | ||||||
| c/o Ayco Co LP NTG POBox 15201 | Albany | NY | 122125201 | Trustee | 1.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,960,955 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $52,112 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,013,067 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $3,013,067 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $45,196 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,967,871 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $148,394 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $148,394 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,826 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,826 | TotalTaxAmt |
| Distributable Before Adj | $141,568 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $141,568 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $141,568 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $418,987 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $418,987 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $141,568 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $70,102 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $52,301 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $128,142 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $115,894 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $152,591 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $519,030 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $418,987 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $141,568 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $277,419 | RemainingDistriFromCorpusAmt |
| Total Corpus | $796,449 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $70,102 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $726,347 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $52,301 | ExcessFromYear4Amt |
| Excess From Year3 | $128,142 | ExcessFromYear3Amt |
| Excess From Year2 | $115,894 | ExcessFromYear2Amt |
| Excess From Year1 | $152,591 | ExcessFromYear1Amt |
| Excess From Current Year | $277,419 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Jill P Rappaport | ContributingManagerNm |
| Contributing Manager | Alan H Rappaport | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (26 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| American Museum of Natural History | |||||||
| 200 Central Park W | New York | NY | 10024 | None | PC | General Purpose | $10,000 |
| Council on Foreign Relations | |||||||
| 58 East 68th Street | New York | NY | 10065 | None | PC | General Purpose | $25,000 |
| Harbor Homes of Martha's Vineyard | |||||||
| PO Box 4795 | Vineyard Haven | MA | 02568 | None | PC | General Purpose | $5,000 |
| Island Grown Initiative | |||||||
| PO Box 622 | Vineyard Haven | MA | 02568 | None | PC | General Purpose | $50,000 |
| Loggerhead Marinelife Center | |||||||
| 14200 US Hwy 1 | Juno Beach | FL | 33408 | None | PC | General Purpose | $10,000 |
| Lost Tree Foundation | |||||||
| 8 Church Lane | North Palm Beach | FL | 33408 | None | PC | General Purpose | $77,778 |
| Martha's Vineyard Boys Girls Club | |||||||
| 44 Robinson Road | Edgartown | MA | 02539 | None | PC | General Purpose | $25,000 |
| Palm Beach County Food Bank | |||||||
| 701 Boutwell Road Suite A-2 | Lake Worth Beach | FL | 33461 | None | PC | General Purpose | $10,000 |
| Pan-Mass Challenge | |||||||
| 77 4th Avenue | Needham | MA | 02494 | None | PC | General Purpose | $11,000 |
| Red Stocking Fund Inc | |||||||
| PO Box 600 | Edgartown | MA | 02539 | None | PC | General Purpose | $5,000 |
| Storm King Art Center | |||||||
| 1 Museum Road | New Windsor | NY | 12553 | None | PC | General Purpose | $5,000 |
| VGC Foundation | |||||||
| PO Box 9 | Edgartown | MA | 02539 | None | PC | General Purpose | $500 |
| Martha's Vineyard Hospital | |||||||
| 1 Hospital Road | Oak Bluffs | MA | 02557 | None | PC | General Purpose | $50,000 |
| Martha's Vineyard Community Service | |||||||
| 111 Edgartown Road | Vineyard Haven | MA | 02568 | None | PC | General Purpose | $25,000 |
| MVY Radio | |||||||
| PO Box 1420 | West Tisbury | MA | 02575 | None | PC | General Purpose | $1,000 |
| Wesleyan University | |||||||
| 45 Wyllys Avenue | Middletown | CT | 06459 | None | PC | General Purpose | $1,000 |
| World Central Kitchen | |||||||
| PO Box 96538 | Washington | DC | 20090 | None | PC | General Purpose | $5,000 |
| ACE MV | |||||||
| 517 State Road | Vineyard Haven | MA | 02568 | None | PC | General Purpose | $5,000 |
| American Red Cross | |||||||
| PO Box 37839 | Boone | IA | 50037 | None | PC | General Purpose | $5,000 |
| Focus Forward Project | |||||||
| PO Box 2892 Church St Station | New York | NY | 10008 | None | PC | General Purpose | $1,500 |
| Friends of the Chilmark Preschool | |||||||
| PO Box 425 | Chilmark | MA | 02535 | None | PC | General Purpose | $25,000 |
| KIPP NYC | |||||||
| 1501 Broadway 10th Floor Ste 1000 | New York | NY | 10036 | None | PC | General Purpose | $10,000 |
| Metropolitan Museum of Art | |||||||
| 1000 Fifth Avenue | New York | NY | 10028 | None | PC | General Purpose | $5,000 |
| Points of Light Foundation | |||||||
| 101 Marietta Street Suite 3100 | Atlanta | GA | 30303 | None | PC | General Purpose | $10,000 |
| Serious Fun Children's Network | |||||||
| 230 East Avenue Suite 107 | Norwalk | CT | 06855 | None | PC | General Purpose | $10,000 |
| Whitney Museum of American Art | |||||||
| 99 Gansevoort Street | New York | NY | 10014 | None | PC | General Purpose | $26,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $413,778 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $894 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $62,986 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $439,560 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $503,440 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $503,440 | 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 fees | CategoryTxt |
| Amt | $3,500 | Amt |
| Net Investment Income | $1,750 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,750 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Pepsico Inc | $1,752 | $207,817 |
| YUM China Holdings Inc | $387 | $218,411 |
| YUM Brands Inc | $13,492 | $338,413 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (19 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PIMCO Total Return Fund-Inst | AT COST | $188,384 | $160,218 |
| Consumer Discretionary Selt | AT COST | $38,137 | $47,764 |
| Edgewood Growth Fund-Inst | AT COST | ||
| Energy Select Spector SPDR | AT COST | $12,528 | $15,201 |
| Fidelity 500 Index Fund | AT COST | $314,233 | $685,071 |
| Financial Select Spector SPDR | AT COST | $41,325 | $76,295 |
| Health Care Select Sector | AT COST | $28,084 | $44,737 |
| Industrial Select Sect SPDR | AT COST | $11,042 | $19,545 |
| JPM Equity Inc Fund | AT COST | $56,275 | $72,278 |
| Vanguard Info Tech ETF | AT COST | $75,495 | $165,078 |
| Vanguard Communication Services ETF | AT COST | $32,496 | $36,022 |
| iShares Core S&P Midcap ETF | AT COST | ||
| Fidelity Intl Indx-Inst Prm | AT COST | $234,643 | $327,520 |
| JPMorgan Betabuilders Canada | AT COST | $40,786 | $67,797 |
| WCM Focused Intl Growth-Inst | AT COST | $150,266 | $156,403 |
| iShares Core MSCI Emerging | AT COST | $41,146 | $55,255 |
| JPM Emerging Market Eq Fund | AT COST | $85,266 | $87,999 |
| Consumer Staples SPDR | AT COST | $25,680 | $24,003 |
| JPM Large Cap Grow Fund | AT COST | $62,517 | $65,797 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| JPM Advisory Fees | $9,654 | $9,654 | $0 | $0 |
| TPS Administrative Group Fees | $3,459 | $0 | $0 | $3,459 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Excise Taxes Paid | $1,912 | |
| Foreign Tax Withheld | $990 | $990 |
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