KAHN FAMILY CHARITABLE FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- KAHN FAMILY CHARITABLE FOUNDATION (EIN 20-3946440)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-04-24
- IRS object ID
- 202411159349100031
- Schema version
- 2023v5.0
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- 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 | 2024-04-24T10:29:09-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042442519 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EDELSTEIN & COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 160 FEDERAL STREET 9TH FLOOR | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 203946440 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KAHN FAMILY CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KAHN | BusinessNameControlTxt |
| Phone | 7812355415 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21 PEIRCE ROAD | AddressLine1Txt |
| City | WELLESLEY | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02481 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JORDAN A KAHN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 7812355415 | PhoneNum |
| Signature | 2024-04-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JORDAN | PersonFirstNm |
| Person Last | KAHN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SCOTT KAPLOWITCH | PreparerPersonNm |
| PTIN | P00002440 | PTIN |
| Phone | 6172276161 | PhoneNum |
| Preparation | 2024-04-23 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,353,565 | 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 | $3,800 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1,189 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,189 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $25,467 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $25,467 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $121,426 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $149,961 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $121,426 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $3,975 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $155,857 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $148,082 | 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 | $3,800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,900 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,900 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,720 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,720 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,011 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $35 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $35 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $8,566 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,620 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,935 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $126,400 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $126,400 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $134,966 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,620 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $128,335 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $20,891 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $143,462 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $9,094 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $58,545 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $58,545 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $867,173 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,091,979 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,091,979 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $242,330 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $203,041 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $203,041 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,118,597 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,353,565 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,353,565 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,118,597 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,353,565 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,118,597 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,353,565 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,118,597 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,353,565 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,118,597 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $20,891 | ExcessRevenueOverExpensesAmt |
| Other Increases | $214,077 | OtherIncreasesAmt |
| Subtotal | $1,353,565 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,353,565 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | SALE OF PUBLICLY TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $149,961 | GrossSalesPriceAmt |
| Cost Or Other Basis | $28,535 | CostOrOtherBasisAmt |
| Gain Or Loss | $121,426 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $121,426 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $121,426 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,994 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,994 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,994 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,440 | 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 | $1,440 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $554 | TaxDueAmt |
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 | N/A | WebsiteAddressTxt |
| Individual With Books | JORDAN A KAHN TRUSTEE | IndividualWithBooksNm |
| Phone | 7812355414 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21 PEIRCE ROAD | AddressLine1Txt |
| City | WELLESLEY | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02481 | 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| JORDAN A KAHN | ||||||||
| 21 PEIRCE ROAD | WELLESLEY | MA | 02481 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| SUSAN R KAHN | ||||||||
| 21 PEIRCE ROAD | WELLESLEY | MA | 02481 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| LAWRENCE M KAHN | ||||||||
| 158 LOWELL ROAD | WELLESLEY | MA | 02481 | TRUSTEE | 0.25 | $0 | $0 | $0 |
| KRIS D KAHN | ||||||||
| 158 BRISTOL ROAD | WELLESLEY | MA | 02481 | TRUSTEE | 0.25 | $0 | $0 | $0 |
| TORIANIO D WHITE | ||||||||
| 19 AUDOBON ROAD | MILTON | MA | 02186 | TRUSTEE | 0.25 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
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 | $1,237,694 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $21,561 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,259,255 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,259,255 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $18,889 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,240,366 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $62,018 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $62,018 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,994 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,994 | TotalTaxAmt |
| Distributable Before Adj | $60,024 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $60,024 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $60,024 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $128,335 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $128,335 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $60,024 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $59,156 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $67,059 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $171,364 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $18,160 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $107,715 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $423,454 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $128,335 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $60,024 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $68,311 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $491,765 | 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 | $59,156 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $432,609 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $67,059 | ExcessFromYear4Amt |
| Excess From Year3 | $171,364 | ExcessFromYear3Amt |
| Excess From Year2 | $18,160 | ExcessFromYear2Amt |
| Excess From Year1 | $107,715 | ExcessFromYear1Amt |
| Excess From Current Year | $68,311 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JORDAN A KAHN | ContributingManagerNm |
| Contributing Manager | SUSAN R KAHN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (41 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| CROHN'S & COLITIS FOUNDATION | ||||||||
| 733 THIRD AVE STE 510 | NEW YORK | NY | 10017 | N/A | PC | PROGRAM SUPPORT | $1,000 | |
| ELIZABETH SETON RESIDENCE INC | ||||||||
| 125 OAKLAND STREET | WELLESLEY HILLS | MA | 02481 | N/A | PC | PROGRAM SUPPORT | $1,000 | |
| WELLESLEY FRIENDLY AID ASSOCIATION | ||||||||
| 219 WASHINGTON STREET | WELLESLEY HILLS | MA | 02481 | N/A | PC | PROGRAM SUPPORT | $500 | |
| CHABAD TERROR VICTIMS PROJECT INC | ||||||||
| 885 THIRD AVE APT B290 | NEW YORK | NY | 10022 | N/A | PC | PROGRAM SUPPORT | $1,000 | |
| SHARE OUR STRENGTH (NO KID HUNGRY) | ||||||||
| 1030 15TH ST NW 1100W | WASHINGTON | DC | 20005 | N/A | PC | PROGRAM SUPPORT | $200 | |
| AMERICAN CANCER SOCIETY INC | ||||||||
| 3380 CHASTAIN MEADOWS PKY NW STE | KENNESAW | GA | 30144 | N/A | PC | PROGRAM SUPPORT | $5,000 | 200 |
| BOSTON RESCUE MISSION | ||||||||
| 39 KINGSTON STEET | BOSTON | MA | 02111 | N/A | PC | PROGRAM SUPPORT | $1,000 | |
| BRIGHAM AND WOMEN'S HOSPITAL | ||||||||
| 75 FRANCIS STREET | BOSTON | MA | 02115 | N/A | PC | PROGRAM SUPPORT | $50,000 | |
| CHABAD HOUSE JEWISH CENTER | ||||||||
| 34 CEDAR STREET | MILFORD | MA | 01757 | N/A | PC | PROGRAM SUPPORT | $2,000 | |
| COMBINED JEWISH PHILANTHROPIES | ||||||||
| 126 HIGH STREET | BOSTON | MA | 02110 | N/A | PC | PROGRAM SUPPORT | $25,000 | |
| CRADLES TO CRAYONS | ||||||||
| 281 NEWTONVILLE AVE | NEWTON | MA | 02460 | N/A | PC | PROGRAM SUPPORT | $2,000 | |
| FRESHMAN FRESH START INC | ||||||||
| PO BOX 81126 | WELLESLEY HILLS | MA | 02481 | N/A | PC | PROGRAM SUPPORT | $1,500 | |
| FRIENDS OF THE WELLESLEY FREE LIBRARIES INC | ||||||||
| 530 WASHINGTON ST | WELLESLEY | MA | 02482 | N/A | PC | PROGRAM SUPPORT | $250 | |
| FRIENDS OF WELLESLEY METCO INC | ||||||||
| PO BOX 81163 | WELLESLEY | MA | 02481 | N/A | PC | PROGRAM SUPPORT | $1,000 | |
| GUIDE DOGS FOR THE BLIND INC | ||||||||
| 350 LOS RANCHITOS ROAD | SAN RAFAEL | CA | 94903 | N/A | PC | PROGRAM SUPPORT | $150 | |
| GUIDING EYES FOR THE BLIND | ||||||||
| 611 GRANITE SPRINGS ROAD | YORKTOWN HEIGHTS | NY | 10598 | N/A | PC | PROGRAM SUPPORT | $1,000 | |
| HABITAT FOR HUMANITY | ||||||||
| 322 W LAMAR ST | AMERICUS | GA | 31709 | N/A | PC | PROGRAM SUPPORT | $1,000 | |
| ISRAEL TENNIS CENTERS FOUNDATION INC (DBA ISRAEL TENNIS & EDUCATION CENTER) | ||||||||
| 57 WEST 38TH ST STE 605 | NEW YORK | NY | 10018 | N/A | PC | PROGRAM SUPPORT | $1,800 | |
| JEWISH ADOPTION AND FOSTER CARE OPTIONS INC (JAFCO) | ||||||||
| 4200 N UNIVERSITY DRIVE | SUNRISE | FL | 33351 | N/A | PC | PROGRAM SUPPORT | $1,000 | |
| MAKE-A-WISH FOUNDATION OF MASSACHUSETTS & RHODE ISLAND INC | ||||||||
| 133 FEDERAL STREET 2ND FLOOR | BOSTON | MA | 02110 | N/A | PC | PROGRAM SUPPORT | $500 | |
| MARINE TOYS FOR TOTS FOUNDATION | ||||||||
| 18251 QUANTICO GATEWAY DR | TRIANGLE | VA | 22172 | N/A | PC | PROGRAM SUPPORT | $200 | |
| MASSACHUSETTS SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS | ||||||||
| 350 S HUNTINGTON AVE | JAMAICA PLAIN | MA | 02130 | N/A | PC | PROGRAM SUPPORT | $100 | |
| MEALS ON WHEELS AMERICA | ||||||||
| 1550 CRYSTAL DR STE 1004 | ARLINGTON | VA | 22202 | N/A | PC | PROGRAM SUPPORT | $500 | |
| MICHAEL C ROTHBERG 9-11 MEMORIAL SCHOLARSHIP FUND | ||||||||
| PO BOX 116 | SHARON | MA | 02067 | N/A | PC | PROGRAM SUPPORT | $1,000 | |
| MOUNT SNOW ADAPTIVE SPORTS INC | ||||||||
| PO BOX 1092 | WEST DOVER | VT | 05356 | N/A | PC | PROGRAM SUPPORT | $5,000 | |
| NOBLE AND GREENOUGH SCHOOL | ||||||||
| 10 CAMPUS DRIVE | DEDHAM | MA | 02026 | N/A | PC | PROGRAM SUPPORT | $500 | |
| PINE STREET INN | ||||||||
| 444 HARRISON AVE | BOSTON | MA | 02118 | N/A | PC | PROGRAM SUPPORT | $4,000 | |
| ROSIE'S PLACE | ||||||||
| 889 HARRISON AVENUE | BOSTON | MA | 02118 | N/A | PC | PROGRAM SUPPORT | $4,000 | |
| THE GREATER BOSTON FOOD BANK (GBFB) | ||||||||
| 70 S BAY AVENUE | BOSTON | MA | 02118 | N/A | PC | PROGRAM SUPPORT | $4,500 | |
| THE HUMANE SOCIETY OF THE UNITED STATES | ||||||||
| 1255 23RD ST NW STE 450 | WASHINGTON | DC | 20037 | N/A | PC | PROGRAM SUPPORT | $100 | |
| THE PROGERIA RESEARCH FOUNDATION | ||||||||
| PO BOX 3453 | PEABODY | MA | 01961 | N/A | PC | PROGRAM SUPPORT | $2,000 | |
| THE SALVATION ARMY | ||||||||
| 615 SLATERS LANE | ALEXANDRIA | VA | 22314 | N/A | PC | PROGRAM SUPPORT | $200 | |
| THE SUSAN G KOMEN BREAST CANCER FOUNDATION INC | ||||||||
| 13770 NOEL RD STE 801889 | DALLAS | TX | 75380 | N/A | PC | PROGRAM SUPPORT | $500 | |
| UNICORN CHILDRENS FOUNDATION | ||||||||
| 99 SE MIZNER BLVD SUITE 120 | BOCA RATON | FL | 33432 | N/A | PC | PROGRAM SUPPORT | $500 | |
| UNITED SERVICE ORGANIZATIONS (USO) | ||||||||
| PO BOX 96860 | WASHINGTON | DC | 20077 | N/A | PC | PROGRAM SUPPORT | $200 | |
| VETERANS OF FOREIGN WARS FOUNDATION | ||||||||
| 406 WEST 34TH ST | KANSAS CITY | MO | 64111 | N/A | PC | PROGRAM SUPPORT | $100 | |
| WELLESLEY FOOD PANTRY | ||||||||
| 207 WASHINGTON STREET | WELLESLEY | MA | 02481 | N/A | PC | PROGRAM SUPPORT | $2,000 | |
| WELLSPRING INC DBA WELLSPRING MULTI-SERVICE CENTER | ||||||||
| 814 NANTASKET AVENUE | HULL | MA | 02045 | N/A | PC | PROGRAM SUPPORT | $2,500 | |
| WOUNDED WARRIOR PROJECT | ||||||||
| 4899 BELFORT ROAD SUITE 300 | JACKSONVILLE | FL | 32256 | N/A | PC | PROGRAM SUPPORT | $500 | |
| FRIENDS OF UNITED HATZALAH | ||||||||
| 442 5TH AVE STE 1866 | NEW YORK | NY | 10018 | N/A | PC | PROGRAM SUPPORT | $1,000 | |
| SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS (SPCA) INTERNATIONAL | ||||||||
| PO BOX 8682 | NEW YORK | NY | 10001 | N/A | PC | PROGRAM SUPPORT | $100 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $126,400 | 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) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,189 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $25,467 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $121,426 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONDIVIDEND DISTRIBUTIONS | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,975 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $152,057 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $152,057 | TotalIncomeProducingActyAmt |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION | CategoryTxt |
| Amt | $3,800 | Amt |
| Net Investment Income | $1,900 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,900 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCKS | StockNm |
| EOY Book Value | $1,091,979 | EOYBookValueAmt |
| EOYFMV | $1,091,979 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $203,041 | BookValueAmt |
| EOYFMV | $203,041 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | STATE FILING FEE | Desc |
| Revenue And Expenses Per Books | $35 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $35 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONDIVIDEND DISTRIBUTIONS | Desc |
| Revenue And Expenses Per Books | $3,975 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $3,975 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS ON INVESTMENTS | Desc |
| Amt | $214,077 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $2,720 | Amt |
| Net Investment Income | $2,720 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAXES | CategoryTxt |
| Amt | $2,011 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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