JOHN LEOPOLD WEIL AND GERALDINE RICKARD WEIL MEMORIAL CHARITABLE: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- JOHN LEOPOLD WEIL AND GERALDINE RICKARD WEIL MEMORIAL CHARITABLE (EIN 31-1662175)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-02-25
- IRS object ID
- 202540569349100634
- Schema version
- 2024v5.0
- 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
- Schedule B
- Accounting Fees Schedule
- 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 | 2025-02-25T18:31:38-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 460799858 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BARRETT & SCIBELLI LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8 WINCHESTER PLACE 301 | AddressLine1Txt |
| City | WINCHESTER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01890 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311662175 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN LEOPOLD WEIL & GERALDINE RICKARD | BusinessNameLine1Txt |
| Business Name Line2 | WEIL MEMORIAL CHARITABLE FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOHN | BusinessNameControlTxt |
| Phone | 6177805255 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 65 CAPTAIN MILES LN | AddressLine1Txt |
| City | CONCORD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01742 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD C WATERS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6177805255 | PhoneNum |
| Signature | 2025-02-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | FILOMENA SCIBELLI CPA | PreparerPersonNm |
| PTIN | P00844217 | PTIN |
| Phone | 7815702273 | PhoneNum |
| Preparation | 2025-02-25 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | 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 | $1,036,227 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $14,418 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,574 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,574 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $33,541 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $33,541 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $30,137 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $405,764 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $30,137 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $5,069 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $5,069 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $84,739 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $70,321 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $6,578 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $6,578 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $150 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $150 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $15 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $15 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $10,743 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,743 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $249,346 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $249,346 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $260,089 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,743 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $249,346 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$175,350 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $59,578 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $105,937 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $119,572 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $119,572 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,083,153 | CorporateStockBOYAmt |
| Corporate Stock EOY | $916,655 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $916,655 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,189,090 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,036,227 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,036,227 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,189,090 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $1,036,227 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,189,090 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,036,227 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,189,090 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,036,227 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,189,090 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$175,350 | ExcessRevenueOverExpensesAmt |
| Other Increases | $22,487 | OtherIncreasesAmt |
| Subtotal | $1,036,227 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,036,227 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| WELLS FARGO - SHORT TERM COVERED | P | 2024-08-05 | 2024-11-14 | $356,895 | $321,725 | $35,170 | $35,170 |
| WELLS FARGO - LONG TERM COVERED | P | 2021-08-09 | 2024-11-14 | $47,618 | $52,651 | -$5,033 | -$5,033 |
| WELLS FARGO - LONG TERM NON COVERED | P | 2021-08-10 | 2024-11-14 | $1,251 | $1,251 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $30,137 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $828 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $828 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $828 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,298 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,298 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,470 | OverpaymentAmt |
| Applied To ES Tax | $1,470 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.JGWEIL.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RICHARD C WATERS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6179647000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 65 CAPTAIN MILES LN | AddressLine1Txt |
| City | CONCORD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01742 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| RICHARD C WATERS | ||||||||
| 65 CAPTAIN MILES LN | CONCORD | MA | 01742 | PRESIDENT & DIRECTOR | 0.00 | $0 | $0 | $0 |
| ANTHONY BRAM | ||||||||
| 30 PHILIP RD | LEXINGTON | MA | 02421 | TREASURER & DIRECTOR | 0.00 | $0 | $0 | $0 |
| KILEY GOTTSCHALK | ||||||||
| 17 CIRCUIT AVENUE 2 | NEWTON | MA | 02461 | CLERK & DIRECTOR | 0.00 | $0 | $0 | $0 |
| PATRICIA B WATERS | ||||||||
| 65 CAPTAIN MILES LN | CONCORD | MA | 01742 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| LINDA H BRAM | ||||||||
| 30 PHILIP RD | LEXINGTON | MA | 02421 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| BARBARA W ROOP | ||||||||
| 43 MOUNT VERNON ST 3 | BOSTON | MA | 02108 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| JASON A ROSENBERG | ||||||||
| 246 WALNUT ST | NEWTON | MA | 02460 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | |||||
| 10 MERCHANT STREET | WORCESTER | MA | 01608 | INVESTMENT ADVISOR | $6,578 |
| BARRETT & SCIBELLI LLC | |||||
| 8 WINCHESTER PLACE SUITE 301 | WINCHESTER | MA | 01890 | TAX & ACCOUNTING | $4,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | ASSISTANCE TO INDIGENT AND DYSFUNCTIONAL FAMILIES, ESPECIALLY CONCERNING INFANT AND VERY YOUNG CHILDREN IN ORDER TO PROVIDE THEM WITH THE SUPPORT AND ASSISTANCE NECESSARY TO GROW UP AS NORMAL AND WELL ADJUSTED INDIVIDUALS. THIS INCLUDES MOTHERS AND CHILDREN IN ABUSIVE SITUATIONS. | Description1Txt |
| Expenses1 | $249,346 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,078,368 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $48,905 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,127,273 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,127,273 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $16,909 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,110,364 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $55,518 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $55,518 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $828 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $828 | TotalTaxAmt |
| Distributable Before Adj | $54,690 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $54,690 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $54,690 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $249,346 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $249,346 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $54,690 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $327,488 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $280,268 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $447,169 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,054,925 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $249,346 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $54,690 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $194,656 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,249,581 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,249,581 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $327,488 | ExcessFromYear3Amt |
| Excess From Year2 | $280,268 | ExcessFromYear2Amt |
| Excess From Year1 | $447,169 | ExcessFromYear1Amt |
| Excess From Current Year | $194,656 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| BOSTON CHILDRENS HOSPITAL | |||||
| 300 LONGWOOD AVENUE | BOSTON | MA | 02215 | ASSISTANCE TO INDIGENT AND DYSFUNCTIONAL FAMILIES, ESPECIALLY CONCERNING INFANT AND VERY YOUNG CHILDREN IN ORDER TO PROVIDE THEM WITH THE SUPPORT AND ASSISTANCE NECESSARY TO GROW UP AS NORMAL AND WELL ADJUSTED INDIVIDUALS. THIS INCLUDES MOTHERS AND CHILDREN IN ABUSIVE SITUATIONS. | $67,596 |
| BOSTON PSYCHOANALYTIC SOCIETY & INSTITUTE | |||||
| 141 HERRICK RD | NEWTON | MA | 02459 | ASSISTANCE TO INDIGENT AND DYSFUNCTIONAL FAMILIES, ESPECIALLY CONCERNING INFANT AND VERY YOUNG CHILDREN IN ORDER TO PROVIDE THEM WITH THE SUPPORT AND ASSISTANCE NECESSARY TO GROW UP AS NORMAL AND WELL ADJUSTED INDIVIDUALS. THIS INCLUDES MOTHERS AND CHILDREN IN ABUSIVE SITUATIONS. | $50,000 |
| CAMBRIDGE HEALTH ALLIANCE | |||||
| 1493 CAMBRIDGE STREET | CAMBRIDGE | MA | 02139 | ASSISTANCE TO INDIGENT AND DYSFUNCTIONAL FAMILIES, ESPECIALLY CONCERNING INFANT AND VERY YOUNG CHILDREN IN ORDER TO PROVIDE THEM WITH THE SUPPORT AND ASSISTANCE NECESSARY TO GROW UP AS NORMAL AND WELL ADJUSTED INDIVIDUALS. THIS INCLUDES MOTHERS AND CHILDREN IN ABUSIVE SITUATIONS. | $36,750 |
| COMMUNITY THERAPEUTIC DAY SCHOOL | |||||
| 187 SPRING STREET | LEXINGTON | MA | 02421 | ASSISTANCE TO INDIGENT AND DYSFUNCTIONAL FAMILIES, ESPECIALLY CONCERNING INFANT AND VERY YOUNG CHILDREN IN ORDER TO PROVIDE THEM WITH THE SUPPORT AND ASSISTANCE NECESSARY TO GROW UP AS NORMAL AND WELL ADJUSTED INDIVIDUALS. THIS INCLUDES MOTHERS AND CHILDREN IN ABUSIVE SITUATIONS. | $25,000 |
| EUNICE SHRIVER CENTER U MASS MEDICAL SCHOOL | |||||
| 55 LAKE AVE S3-301 | WORCESTER | MA | 01655 | ASSISTANCE TO INDIGENT AND DYSFUNCTIONAL FAMILIES, ESPECIALLY CONCERNING INFANT AND VERY YOUNG CHILDREN IN ORDER TO PROVIDE THEM WITH THE SUPPORT AND ASSISTANCE NECESSARY TO GROW UP AS NORMAL AND WELL ADJUSTED INDIVIDUALS. THIS INCLUDES MOTHERS AND CHILDREN IN ABUSIVE SITUATIONS. | $50,000 |
| SUPPORTIVE CHILD CAREGIVERS | |||||
| 183 BRATTLE STREET | CAMBRIDGE | MA | 02138 | ASSISTANCE TO INDIGENT AND DYSFUNCTIONAL FAMILIES, ESPECIALLY CONCERNING INFANT AND VERY YOUNG CHILDREN IN ORDER TO PROVIDE THEM WITH THE SUPPORT AND ASSISTANCE NECESSARY TO GROW UP AS NORMAL AND WELL ADJUSTED INDIVIDUALS. THIS INCLUDES MOTHERS AND CHILDREN IN ABUSIVE SITUATIONS. | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $249,346 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $1,574 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $33,541 | RelatedOrExemptFunctionIncmAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $5,069 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $30,137 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $70,321 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $70,321 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | INTEREST&DIVIDENDS EARNED HELP INCREASE FUNDS FOR GRANTS FOR CHILDREN |
| 4 | INTEREST&DIVIDENDS EARNED HELP INCREASE FUNDS FOR GRANTS FOR CHILDREN |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WATERS FOUNDATION | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 65 CAPTAIN MILES LN | AddressLine1Txt |
| City | CONCORD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01742 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $14,418 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX & ACCOUNTING | CategoryTxt |
| Amt | $4,000 | Amt |
| Net Investment Income | $4,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | WELLS FARGO | StockNm |
| EOY Book Value | $916,655 | EOYBookValueAmt |
| EOYFMV | $916,655 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ANNUAL REPORT FILING FEE | Desc |
| Revenue And Expenses Per Books | $15 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $15 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| CAPITAL GAIN DIVIDENDS | $3,922 | $3,922 | $3,922 |
| NON DIVIDEND DISTRIBUTION | $1,147 | $1,147 | $1,147 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED CAPITAL GAINS | Desc |
| Amt | $22,487 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT | CategoryTxt |
| Amt | $6,578 | Amt |
| Net Investment Income | $6,578 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $150 | Amt |
| Net Investment Income | $150 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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