Civic Intelligence

Bruce and Marsha Moskowitz Foundation Inc.

990 • Fiscal year 2017 • EIN 54-2079811

Apr 01, 2016 to Mar 31, 2017 • Filed on Feb 13, 2018

Organization ProfileN/A
223 Sunset Avenue No 200Palm Beach, FL 33480

(561) 655-5855

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

14th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

14th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

90th percentile

47%

Higher net margin than 90% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

75th percentile

14%

Faster asset growth than 75% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

8th percentile

-32%

Faster revenue growth than 8% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets14th percentile

Assets

Up

$3,403,863

Up $426,971 (+14%) from 2016

Net Assets

Up

$3,403,863

Up $426,971 (+14%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin90th percentile

Revenue

Down

$447,399

Down $214,214 (-32%) from 2016

Expenses

Up

$235,014

Up $35,378 (+18%) from 2016

Net Income

Down

$212,385

Down $249,592 (-54%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth75th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$8.0M$6.0M$4.0M$2.0M$0Assets 2012: $1,517,494Liabilities 2012: $0Net Assets 2012: $1,517,4942012Assets 2013: $1,844,091Liabilities 2013: $110,0172013Assets 2014: $1,915,740Liabilities 2014: $0Net Assets 2014: $1,915,7402014Assets 2015: $2,514,915Liabilities 2015: $0Net Assets 2015: $2,514,9152015Assets 2016: $2,976,892Liabilities 2016: $0Net Assets 2016: $2,976,8922016Assets 2017: $3,403,863Liabilities 2017: $0Net Assets 2017: $3,403,8632017Assets 2018: $3,715,141Liabilities 2018: $0Net Assets 2018: $3,715,1412018Assets 2019: $3,842,535Liabilities 2019: $0Net Assets 2019: $3,842,5352019Assets 2020: $3,788,865Liabilities 2020: $0Net Assets 2020: $3,788,8652020Assets 2021: $4,599,537Liabilities 2021: $0Net Assets 2021: $4,599,5372021Assets 2022: $5,256,886Liabilities 2022: $0Net Assets 2022: $5,256,8862022Assets 2023: $4,756,405Liabilities 2023: $0Net Assets 2023: $4,756,4052023Assets 2024: $5,586,948Liabilities 2024: $0Net Assets 2024: $5,586,9482024Assets 2025: $6,013,246Liabilities 2025: $0Net Assets 2025: $6,013,2462025

Highlighted filing

2017

Assets$3,403,863
Liabilities$0
Net Assets$3,403,863
Open 2017 Filing

Operations Trend

Revenue Growth8th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.0M$500K$0-$500KRevenue 2012: $385,710Expenses 2012: $164,715Net Income 2012: $220,9952012Revenue 2013: $535,044Expenses 2013: $318,465Net Income 2013: $216,5792013Revenue 2014: $502,310Expenses 2014: $320,644Net Income 2014: $181,6662014Revenue 2015: $857,918Expenses 2015: $258,743Net Income 2015: $599,1752015Revenue 2016: $661,613Expenses 2016: $199,636Net Income 2016: $461,9772016Revenue 2017: $447,399Expenses 2017: $235,014Net Income 2017: $212,3852017Revenue 2018: $482,473Expenses 2018: $234,000Net Income 2018: $248,4732018Revenue 2019: $309,885Expenses 2019: $316,742Net Income 2019: -$6,8572019Revenue 2020: $309,102Expenses 2020: $273,178Net Income 2020: $35,9242020Revenue 2021: $394,321Expenses 2021: $329,912Net Income 2021: $64,4092021Revenue 2022: $516,127Expenses 2022: $208,011Net Income 2022: $308,1162022Revenue 2023: $312,403Expenses 2023: $503,726Net Income 2023: -$191,3232023Revenue 2024: $479,953Expenses 2024: $284,675Net Income 2024: $195,2782024Revenue 2025: $522,750Expenses 2025: $332,218Net Income 2025: $190,5322025

Highlighted filing

2017

Revenue$447,399
Expenses$235,014
Net Income$212,385
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2016 to Mar 31, 2017
Signed
Feb 13, 2018
Return Version
2016v3.0
Gross Receipts
$795,208
Mission and Program Overview

Mission

The foundation provides grants to qualified organizations that improve patient safety and the quality of healthcare. It does not participate in any direct charitable activities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$2,976,892$3,403,863▲ $426,971
Investments Other Securities$1,919,472$2,048,833▲ $129,361
Investments in Publicly Traded Securities$1,007,728$1,311,010▲ $303,282
Cash and Non-Interest-Bearing Accounts$49,692$42,020▼ $7,672
Receivables From Officers Etc$0$2,000▲ $2,000
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$2,976,892$3,403,863▲ $426,971
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,976,892$3,403,863▲ $426,971
Total Liabilities and Net Assets / Fund Balance$2,976,892$3,403,863▲ $426,971

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$100,240--
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Dr Bruce W MoskowitzPresident/treasurer
Marsha MoskowitzVice President
Sidney KohlSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$356,000
Program Service Revenue
$0
Investment Income
$91,399
Other Revenue
$0
All Other Contributions
$356,000
Change in Net Assets
$212,385
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$150,000
Other Expenses$85,014
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$150,000--$150,000
Fees for Services Accounting-$21,100-$21,100
Fees for Services Legal-$2,064-$2,064
Fees for Services Other-$300-$300
Other Expenses$50,910$141-$141
Total Functional Expenses$200,910$34,104$0$235,014
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Biomedical Research and Education FoundationPhiladelphia, PA501(c)3Support Research of Biomedical Devices$100,000
Mayo ClinicRochester, MN501(c)3Training for Obstetrics Providers$50,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Officers, Directors, Trustees, and Key Employees$0$2,000▲ $2,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

“Dr. Bruce moskowitz and marsha moskowitz are married to each other.”

Form 990, Part VI, Section A, Line 8A

“The three members of the board work together closely. Formal actions are limited.”

Form 990, Part VI, Section A, Line 8B

“THERE ARE NO COMMITTEES.”

Form 990, Part VI, Section B, Line 11B

“Each member of the board is given a copy of form 990 prior to filing the return. Any questions or issues are resolved prior to filing the return.”

Form 990, Part VI, Section B, Line 12C

“Annually the organization's directors, officers and trustees sign a certification of compliance with the conflict of interest policy.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents, form 990 and financial statements available to the public upon request at the organization's cpa office.”

Filing and Contact Details

Filer

Filer Name
Bruce and Marsha Moskowitz Foundation
EIN
54-2079811
Phone
5616555855
Address
223 SUNSET AVENUE NO 200, PALM BEACH, FL 33480

Signing Officer

Name
Dr Bruce W Moskowitz Md
Title
President/treasurer
Phone
5616555855
Signed
2018-02-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dr Bruce W Moskowitz M
Formed
2002
Legal Domicile
Fl
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
0

Preparer

Firm
Rampell a Division of Mbaf
Address
223 SUNSET AVE SUITE 200, PALM BEACH, FL 33480-3917
Preparer
Richard Rampell
Phone
5616555855
Raw XML Appendix378 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0THE FOUNDATION PROVIDES GRANTS TO QUALIFIED ORGANIZATIONS THAT IMPROVE PATIENT SAFETY AND THE QUALITY OF HEALTHCARE. IT DOES NOT PARTICIPATE IN ANY DIRECT CHARITABLE ACTIVITIES.
IRS990/AllOtherContributionsAmt0356000
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0RICHARD RAMPELL
IRS990/BooksInCareOfDetail/PhoneNum05616555855
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0223 SUNSET AVENUE SUITE 200
IRS990/BooksInCareOfDetail/USAddress/CityNm0PALM BEACH
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990/BooksInCareOfDetail/USAddress/ZIPCd033480
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt049692
IRS990/CashNonInterestBearingGrp/EOYAmt042020
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0356000
IRS990/CYGrantsAndSimilarPaidAmt0150000
IRS990/CYInvestmentIncomeAmt091399
IRS990/CYOtherExpensesAmt085014
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0212385
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0235014
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0447399
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0BIOMEDICAL RESEARCH AND EDUCATION FOUNDATION
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0100000
IRS990/FamilyOrBusinessRlnInd01
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt021100
IRS990/FeesForServicesAccountingGrp/TotalAmt021100
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt02064
IRS990/FeesForServicesLegalGrp/TotalAmt02064
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt0300
IRS990/FeesForServicesOtherGrp/TotalAmt0300
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt05.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/PersonNm0DR BRUCE W MOSKOWITZ
IRS990/Form990PartVIISectionAGrp/PersonNm1MARSHA MOSKOWITZ
IRS990/Form990PartVIISectionAGrp/PersonNm2SIDNEY KOHL
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT/TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02002
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt010730
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt03
IRS990/GrantAmt0100000
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0150000
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0150000
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0358539
IRS990/GrossReceiptsAmt0795208
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt03
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt080669
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt080669
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt01919472
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt02048833
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01007728
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01311010
IRS990/IRPDocumentCnt05
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0FL
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0347809
IRS990/LoanOutstandingInd01
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd00
IRS990/MissionDesc0THE FOUNDATION PROVIDES GRANTS TO QUALIFIED ORGANIZATIONS THAT IMPROVE PATIENT SAFETY AND THE QUALITY OF HEALTHCARE. IT DOES NOT PARTICIPATE IN ANY DIRECT CHARITABLE ACTIVITIES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt02976892
IRS990/NetAssetsOrFundBalancesEOYAmt03403863
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt010730
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt010730
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt091349
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0RESEARCH
IRS990/OtherExpensesGrp/Desc1CONSULTANTS
IRS990/OtherExpensesGrp/Desc2WITHHOLDING
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt010499
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1141
IRS990/OtherExpensesGrp/ProgramServicesAmt050910
IRS990/OtherExpensesGrp/TotalAmt050910
IRS990/OtherExpensesGrp/TotalAmt110499
IRS990/OtherExpensesGrp/TotalAmt2141
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0DR BRUCE W MOSKOWITZ M
IRS990/PriorPeriodAdjustmentsAmt0123237
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0MAYO CLINIC RESEARCH STUDIES
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt050000
IRS990/ProgSrvcAccomActy2Grp/GrantAmt050000
IRS990/ProgSrvcAccomActy3Grp/Desc0NEUROFLOW BRAIN FUNCTION RESEARCH STUDIES
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt050910
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0596086
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0100000
IRS990/PYInvestmentIncomeAmt065527
IRS990/PYOtherExpensesAmt099636
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0461977
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0199636
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0661613
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt02000
IRS990/ReconcilationRevenueExpnssAmt0212385
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt02976892
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt03403863
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0356000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0596086
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0807706
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0465100
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0483800
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02708692
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt091399
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt065527
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt050212
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt037150
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt051244
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0295532
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt061
IRS990ScheduleA/OtherIncome170Grp/TotalAmt061
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.42810
IRS990ScheduleA/PublicSupportPY170Pct00.42000
IRS990ScheduleA/PublicSupportTotal170Amt01286052
IRS990ScheduleA/SubstantialContributorsTotAmt01422640
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0356000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0596086
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0807706
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0465100
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0483800
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02708692
IRS990ScheduleA/TotalSupportAmt03004285
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt01820473
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1102720
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt225400
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt3100240
IRS990ScheduleD/OtherSecuritiesGrp/Desc0CERTIFICATES OF DEPOSIT
IRS990ScheduleD/OtherSecuritiesGrp/Desc1BOND - GE CAP CORP
IRS990ScheduleD/OtherSecuritiesGrp/Desc2BOND - JP MORGAN CHASE
IRS990ScheduleD/OtherSecuritiesGrp/Desc3BOND - NEXTERA ENERGY
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd3F
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt02048833
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt0100000
IRS990ScheduleI/RecipientTable/CashGrantAmt150000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)3
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(C)3
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SUPPORT RESEARCH OF BIOMEDICAL DEVICES
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1TRAINING FOR OBSTETRICS PROVIDERS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0BIOMEDICAL RESEARCH AND EDUCATION FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1MAYO CLINIC
IRS990ScheduleI/RecipientTable/RecipientEIN0200479713
IRS990ScheduleI/RecipientTable/RecipientEIN1416011702
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01500 MARKET ST 12TH FL EAST TOWER
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1200 FIRST STREET SW
IRS990ScheduleI/RecipientTable/USAddress/CityNm0PHILADELPHIA
IRS990ScheduleI/RecipientTable/USAddress/CityNm1ROCHESTER
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0PA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1MN
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd019102
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd155905
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0GRANTS ARE AWARDED TO A SMALL NUMBER OF ORGANIZATIONS KNOWN BY THE FOUNDATION. NO FORMAL PROCESS IS USED.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE I, PART I; QUESTION 2
IRS990/ScheduleJRequiredInd00
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt02000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd00
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd00
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanFromOrganizationInd0X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt0CHARITABLE CONTRIBUTION ACCIDENTLY PAID FROM FOUNDATION FUNDS
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm0DR BRUCE W MOSKOWITZ MD
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt0PRESIDENT/TREASURER
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd00
IRS990ScheduleL/TotalBalanceDueAmt02000
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DR. BRUCE MOSKOWITZ AND MARSHA MOSKOWITZ ARE MARRIED TO EACH OTHER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE THREE MEMBERS OF THE BOARD WORK TOGETHER CLOSELY. FORMAL ACTIONS ARE LIMITED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THERE ARE NO COMMITTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3EACH MEMBER OF THE BOARD IS GIVEN A COPY OF FORM 990 PRIOR TO FILING THE RETURN. ANY QUESTIONS OR ISSUES ARE RESOLVED PRIOR TO FILING THE RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ANNUALLY THE ORGANIZATION'S DIRECTORS, OFFICERS AND TRUSTEES SIGN A CERTIFICATION OF COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, FORM 990 AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST AT THE ORGANIZATION'S CPA OFFICE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 8A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0FL
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt02976892
IRS990/TotalAssetsEOYAmt03403863
IRS990/TotalAssetsGrp/BOYAmt02976892
IRS990/TotalAssetsGrp/EOYAmt03403863
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0356000
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt034104
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0200910
IRS990/TotalFunctionalExpensesGrp/TotalAmt0235014
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02976892
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt03403863
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0200910
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt091399
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0447399
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02976892
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt03403863
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0255 LIST ROAD
IRS990/USAddress/CityNm0PALM BEACH
IRS990/USAddress/StateAbbreviationCd0FL
IRS990/USAddress/ZIPCd033480
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DR BRUCE W MOSKOWITZ MD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT/TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05616555855
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-02-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BRUCE AND MARSHA MOSKOWITZ FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0INC C/O RICHARD RAMPELL
ReturnHeader/Filer/BusinessNameControlTxt0BRUC
ReturnHeader/Filer/EIN0542079811
ReturnHeader/Filer/PhoneNum05616555855
ReturnHeader/Filer/USAddress/AddressLine1Txt0223 SUNSET AVENUE NO 200
ReturnHeader/Filer/USAddress/CityNm0PALM BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033480
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0CD6102462567C435172386DF20921FB7E71C9830
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0BD8599386405517D25B9AE499870734FF328280E
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt072.46.249.68
ReturnHeader/FilingSecurityInformation/IPDt02018-02-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm013:16:59
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0591765873
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RAMPELL A DIVISION OF MBAF
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0223 SUNSET AVE SUITE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PALM BEACH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0334803917
ReturnHeader/PreparerPersonGrp/PhoneNum05616555855
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICHARD RAMPELL
ReturnHeader/ReturnTs02018-02-13T12:35:23-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-04-01
ReturnHeader/TaxPeriodEndDt02017-03-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,403,863
Liabilities
$0
Net assets
$3,403,863
Revenue
$447,399
Expenses
$235,014
Net income
$212,385
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$6.01$0.00$6.01$0.52$0.33$0.19
2024Detailed filing. Detailed filing data is available for this year.$5.59$0.00$5.59$0.48$0.28$0.20
2023Detailed filing. Detailed filing data is available for this year.$4.76$0.00$4.76$0.31$0.50$0.19
2022Detailed filing. Detailed filing data is available for this year.$5.26$0.00$5.26$0.52$0.21$0.31
2021Detailed filing. Detailed filing data is available for this year.$4.60$0.00$4.60$0.39$0.33$0.06
2020Detailed filing. Detailed filing data is available for this year.$3.79$0.00$3.79$0.31$0.27$0.04
2019Detailed filing. Detailed filing data is available for this year.$3.84$0.00$3.84$0.31$0.32$0.01
2018Detailed filing. Detailed filing data is available for this year.$3.72$0.00$3.72$0.48$0.23$0.25
2017Detailed filing. Detailed filing data is available for this year.$3.40$0.00$3.40$0.45$0.24$0.21
2016Detailed filing. Detailed filing data is available for this year.$2.98$0.00$2.98$0.66$0.20$0.46
2015Detailed filing. Detailed filing data is available for this year.$2.51$0.00$2.51$0.86$0.26$0.60
2014Detailed filing. Detailed filing data is available for this year.$1.92$0.00$1.92$0.50$0.32$0.18
2013Summary only. Only limited summary data is available for this year.$1.84$0.11$0.54$0.32$0.22
2012Summary only. Only limited summary data is available for this year.$1.52$0.00$1.52$0.39$0.16$0.22