PAUL AND JILL KANEB FAMILY CHARITABLE: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- PAUL AND JILL KANEB FAMILY CHARITABLE (EIN 59-3214005)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-03
- IRS object ID
- 202401249349101020
- 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 Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-03T09:52:25-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 050409384 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KAHN LITWIN RENZA & CO LTD | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1075 MAIN STREET SUITE 130 | AddressLine1Txt |
| City | WALTHAM | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02451 | 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 | 593214005 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PAUL AND JILL KANEB FAMILY CHARITABLE | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PAUL | BusinessNameControlTxt |
| Phone | 7727787140 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | GEORGE E WARREN 3001 OCEAN DR 20 | AddressLine1Txt |
| City | VERO BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 329631992 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PAUL KANEB | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 7727787140 | PhoneNum |
| Signature | 2024-05-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | PAUL | PersonFirstNm |
| Person Last | KANEB | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MITCHELL S HALPERN | PreparerPersonNm |
| PTIN | P00297038 | PTIN |
| Phone | 7815478800 | 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 | $3,995,372 | 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 |
| Dividends Rev And Expnss | $101,963 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $101,963 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $64,024 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $196,671 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $64,024 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $165,987 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $165,987 | 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 | $5,700 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,850 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,850 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $10,768 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $10,768 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $663 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $663 | 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 | $17,166 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $14,281 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,885 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $177,310 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $177,310 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $194,476 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $14,281 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $180,195 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$28,489 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $151,706 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $65,890 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $149,636 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $149,636 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $3,456,844 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,345,640 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,845,736 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,522,734 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,495,276 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,995,372 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $2,071,167 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,071,167 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,451,567 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,424,109 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,522,734 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,495,276 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,522,734 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,495,276 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,522,734 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$28,489 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,031 | OtherIncreasesAmt |
| Subtotal | $3,495,276 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,495,276 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| BROWN BROTHERS HARRIMAN - AVAILABLE UPON REQUEST | P | 2023-12-31 | $8,230 | $36,793 | -$28,563 | -$28,563 |
| BROWN BROTHERS HARRIMAN - AVAILABLE UPON REQUEST | P | 2023-12-31 | $165,262 | $95,854 | $69,408 | $69,408 |
| CAPITAL GAINS DIVIDENDS | P | $23,179 | $23,179 | $23,179 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $64,024 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,109 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,109 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,109 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,136 | 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 | $3,136 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,027 | OverpaymentAmt |
| Applied To ES Tax | $1,027 | 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 | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PAUL D KANEB SR | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7727787140 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | GEORGE E WARREN 3001 OCEAN DR 203 | AddressLine1Txt |
| City | VERO BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 329631992 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| PAUL D KANEB SR | ||||||||
| 1050 BEACH ROAD - JOHNS ISLAND 1G | VERO BEACH | FL | 32963 | TRUSTEE | 0.25 | $0 | $0 | $0 |
| JILL M KANEB | ||||||||
| 1050 BEACH ROAD - JOHNS ISLAND 1G | VERO BEACH | FL | 32963 | 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) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,706,689 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $96,907 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,803,596 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,803,596 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $57,054 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,746,542 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $187,327 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $187,327 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,109 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,109 | TotalTaxAmt |
| Distributable Before Adj | $185,218 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $185,218 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $185,218 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $180,195 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $180,195 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $185,218 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $10,085 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $10,085 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $180,195 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $180,195 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $5,023 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $5,023 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $5,062 | 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 | $5,062 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $5,062 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (26 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| 152 COMMONWEALTH FOUNDATION INC | ||||||||
| 152 COMMONWEALTH AVENUE CHILTON | CLUB | BOSTON | MA | 02116 | NONE | PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $5,000 |
| ANGEL FLIGHT NORTHEAST | ||||||||
| 492 SUTTON STREET | NORTH ANDOVER | MA | 01845 | NONE | PUBLIC CHARITY | GENERAL OPERATING EXPNESES | $250 | |
| BARNSTABLE CLEAN WATER COALITION | ||||||||
| 864 MAIN STREET | OSTERVILLE | MA | 02655 | NONE | PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $2,500 | |
| BETSEY GAMBLE FEINOUR JEFFERSON SCHOLARSHIP FUND | ||||||||
| 112 CLARKE COURT | CHARLOTTESVILLE | VA | 22903 | NONE | PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $50 | |
| BOSTON MARATHON JIMMY FUND WALK | ||||||||
| PO BOX 3595 | BOSTON | MA | 02241 | NONE | PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $100 | |
| BRIGHAM AND WOMEN'S HOSPITAL | ||||||||
| 75 FRANCIS STREET | BOSTON | MA | 02115 | NONE | PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $10,000 | |
| CAHOON MUSEUM OF AMERICAN ART | ||||||||
| 4676 FALMOUTH ROAD | COTUIT | MA | 02635 | NONE | PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $12,750 | |
| CAPE COD HEALTHCARE FOUNDATION | ||||||||
| PO BOX 370 | HYANNIS | MA | 02601 | NONE | PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $30,050 | |
| CHILDCARE RESOURCES OF INDIAN RIVER | ||||||||
| 2300 5TH AVE SUITE 149 | VERO BEACH | FL | 32960 | NONE | PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $50 | |
| COLGATE UNIVERSITY | ||||||||
| 13 OAK DRIVE | HAMILTON | NY | 13346 | NONE | PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $12,000 | |
| COTUIT ATHLETIC ASSOCIATION | ||||||||
| 10 LOWELL AVENUE | COTUIT | MA | 02635 | NONE | PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $25 | |
| GATEWAY ACADEMY | ||||||||
| 415 PRIMROSE ST | HAVERHILL | MA | 01830 | NONE | PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $25,000 | |
| HEBRON ACADEMY | ||||||||
| 339 PANS ROAD | HEBRON | ME | 04238 | NONE | PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $20,000 | |
| INDIAN RIVER LAND TRUST INC | ||||||||
| 80 ROYAL PALM POINTE 301 | VERO BEACH | FL | 32960 | NONE | PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $10,200 | |
| JOHN'S ISLAND FOUNDATION | ||||||||
| 6001 HWY A1A PMB 8323 | INDIAN RIVER SHORES | FL | 32963 | NONE | PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $2,500 | |
| MCKEE BOTANICAL GARDEN | ||||||||
| 350 US-1 | VERO BEACH | FL | 32962 | NONE | PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $35,000 | |
| OSTERVILLE HISTORICAL MUSEUM | ||||||||
| 155 W BAY ROAD | OSTERVILLE | MA | 02655 | NONE | PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $100 | |
| OSTERVILLE HISTORICAL SOCIETY INC | ||||||||
| 155 W BAY ROAD | OSTERVILLE | MA | 02655 | NONE | PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $1,200 | |
| OSTERVILLE VILLAGE ASSOCIATION | ||||||||
| 11 WIANNO AVENUE | OSTERVILLE | MA | 02655 | NONE | PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $35 | |
| OSTERVILLE VILLAGE LIBRARY | ||||||||
| 43 WIANNO AVENUE | OSTERVILLE | MA | 02655 | NONE | PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $500 | |
| PANCREATIC CANCER ACTION NETWORK | ||||||||
| 1500 ROSECRANS AVENUE SUITE 200 | MANHATTAN BEACH | CA | 90266 | NONE | PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $50 | |
| RIVERSIDE THEATRE | ||||||||
| 45 FAIRMOUNT AVE | HYDE PARK | MA | 02136 | NONE | PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $2,200 | |
| ST FRANCIS MANOR OF VERO BEACH | ||||||||
| 1750 20TH AVENUE | VERO BEACH | FL | 32960 | NONE | PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $100 | |
| VERO BEACH MUSEUM OF ART | ||||||||
| 3001 RIVERSIDE PARK DRIVE | VERO BEACH | FL | 32963 | NONE | PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $7,000 | |
| VNA HOSPICE FOUNDATION | ||||||||
| 1110 35TH LN 1 | VERO BEACH | FL | 32960 | NONE | PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $150 | |
| WIANNO SAILING FOUNDATION | ||||||||
| 766 FALMOUTH RD | MASHPEE | MA | 02649 | NONE | PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $177,310 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $101,963 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $64,024 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $165,987 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $165,987 | 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 | ACCOUNTING PROFESSIONAL FEES | CategoryTxt |
| Amt | $5,700 | Amt |
| Net Investment Income | $2,850 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,850 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BROWN BROTHERS HARRIMAN - COMMON STOCKS | AT COST | $1,431,454 | $2,001,097 |
| BROWN BROTHERS HARRIMAN - FIXED INCOME | AT COST | $1,914,186 | $1,844,639 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ANNUAL FILING FEE (MA) | Desc |
| Revenue And Expenses Per Books | $35 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $35 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TIMING/COST BASIS DIFFERENCES ON SALES OF DONATED SECURITIES | Desc |
| Amt | $1,031 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $10,768 | Amt |
| Net Investment Income | $10,768 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX EXPENSE | $663 | $663 | $0 |
| 2023 FEDERAL ESTIMATES | $0 | $0 | $0 |
| 2022 FEDERAL TAX | $0 | $0 | $0 |
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