DINOVI FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- DINOVI FAMILY FOUNDATION (EIN 20-0011660)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-12
- IRS object ID
- 202501329349102880
- Schema version
- 2024v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-12T14:31:38-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 331197384 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDERSEN TAX LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 125 HIGH STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | 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 | 200011660 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE DINOVI FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DINO | BusinessNameControlTxt |
| Phone | 6172271050 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11756 LAKE HOUSE CT | AddressLine1Txt |
| City | N PALM BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33408 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANTHONY J DINOVI | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6172271050 | PhoneNum |
| Signature | 2025-05-07 | 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 | EMILY HUTCHISON | PreparerPersonNm |
| PTIN | P01996416 | PTIN |
| Phone | 6172928400 | PhoneNum |
| Preparation | 2025-05-06 | 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 | $18,697,063 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $20,756 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $20,756 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $386,194 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $386,194 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $239,242 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,315,567 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $239,242 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $646,192 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $646,192 | 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 | $16,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $8,250 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $8,250 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $25,628 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $8,128 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $500 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $42,128 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $16,378 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $8,750 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,462,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,462,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,504,628 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $16,378 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,471,250 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$858,436 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $629,814 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $463,557 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,171,952 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,171,952 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $26,893 | AcctRcvblBOYAmt |
| Corporate Stock BOY | $9,298,913 | CorporateStockBOYAmt |
| Corporate Stock EOY | $8,286,950 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $10,406,834 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $5,549,182 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $4,957,065 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $4,572,743 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $2,545,534 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,545,534 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,545,534 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $17,884,079 | TotalAssetsBOYAmt |
| Total Assets EOY | $16,961,501 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $18,697,063 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $17,884,079 | RetainedEarningBOYAmt |
| Retained Earning EOY | $16,961,501 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $17,884,079 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $16,961,501 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $17,884,079 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $16,961,501 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $17,884,079 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$858,436 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $17,025,643 | SubtotalAmt |
| Other Decreases | $64,142 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $16,961,501 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $2,102,335 | $2,076,325 | $26,010 | $26,010 | |
| CAPITAL GAINS DIVIDENDS | $213,232 | $213,232 | $213,232 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $239,242 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $8,754 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $8,754 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $8,754 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $15,650 | 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 | $15,650 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $6,896 | OverpaymentAmt |
| Applied To ES Tax | $6,896 | 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 |
| Individual With Books | ANTHONY J DINOVI | IndividualWithBooksNm |
| Phone | 6172271050 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11756 LAKE HOUSE CT | AddressLine1Txt |
| City | N PALM BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33408 | 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 |
|---|---|---|---|---|---|---|---|---|
| ANTHONY J DINOVI | ||||||||
| 11756 LAKE HOUSE CT | N PALM BEACH | FL | 33408 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| DEANNA L DINOVI | ||||||||
| 11756 LAKE HOUSE CT | N PALM BEACH | FL | 33408 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| 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 | $15,522,055 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $524,908 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,545,534 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $18,592,497 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $18,592,497 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $278,887 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $18,313,610 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $915,681 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $915,681 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,754 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,754 | TotalTaxAmt |
| Distributable Before Adj | $906,927 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $906,927 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $906,927 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,471,250 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,471,250 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $906,927 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,022,432 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $908,039 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $289,461 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $572,251 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,792,183 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,471,250 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $906,927 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $564,323 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,356,506 | 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 | $1,022,432 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,334,074 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $908,039 | ExcessFromYear4Amt |
| Excess From Year3 | $289,461 | ExcessFromYear3Amt |
| Excess From Year1 | $572,251 | ExcessFromYear1Amt |
| Excess From Current Year | $564,323 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ANTHONY J DINOVI | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (33 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CLEVELAND CLINIC FOUNDATION | |||||||
| 9500 EUCLID AVE | CLEVELAND | OH | 44195 | NONE | PC | GENERAL | $100,000 |
| NOBLE AND GREENOUGH SCHOOL | |||||||
| 10 CAMPUS DR | DEDHAM | MA | 02026 | NONE | PC | GENERAL | $10,000 |
| LOST TREE VILLAGE CHARITABLE | |||||||
| 8 CHURCH LN | NORTH PALM BEACH | FL | 33408 | NONE | PC | GENERAL | $50,000 |
| CITY YEAR GREATER BOSTON | |||||||
| 287 COLUMBUS AVE | BOSTON | MA | 02116 | NONE | PC | GENERAL | $5,000 |
| TEACH FOR AMERICA | |||||||
| 50 MILK STREET | BOSTON | MA | 02114 | NONE | PC | GENERAL | $25,000 |
| PRESIDENT AND FELLOWS OF HARVARD | |||||||
| MASSACHUSETTS HALL | CAMBRIDGE | MA | 02138 | NONE | PC | GENERAL | $100,000 |
| BRIGHAM AND WOMEN'S HOSPITAL | |||||||
| 75 FRANCIS STREET | BOSTON | MA | 02115 | NONE | PC | GENERAL | $300,000 |
| DREAM FOUNDATION | |||||||
| 436 14TH ST SUITE 920 | OAKLAND | CA | 94612 | NONE | PC | GENERAL | $10,000 |
| THE STEPPINGSTONE FOUNDATION | |||||||
| 1 APPLETON ST | BOSTON | MA | 02116 | NONE | PC | GENERAL | $10,000 |
| ARRAY EDUCATION | |||||||
| 25 BROADWAY FL 3 | NEW YORK | NY | 10004 | NONE | PC | GENERAL | $10,000 |
| REGIS HIGH SCHOOL | |||||||
| 55 E 84TH ST | NEW YORK | NY | 10028 | NONE | PC | GENERAL | $1,000 |
| PRESIDENT AND FELLOWS OF HARVARD | |||||||
| MASSACHUSETTS HALL | CAMBRIDGE | MA | 02138 | NONE | PC | GENERAL | $500,000 |
| PRESIDENT AND FELLOWS OF HARVARD | |||||||
| MASSACHUSETTS HALL | CAMBRIDGE | MA | 02138 | NONE | PC | GENERAL | $10,000 |
| CHILDREN'S HOSPITAL IDE | |||||||
| 300 LONGWOOD AVENUE | BOSTON | MA | 02115 | NONE | PC | GENERAL | $100,000 |
| CHILDREN'S HOSPITAL IDE | |||||||
| 300 LONGWOOD AVENUE | BOSTON | MA | 02115 | NONE | PC | GENERAL | $10,000 |
| BRIGHAM AND WOMEN'S HOSPITAL | |||||||
| 75 FRANCIS STREET | BOSTON | MA | 02115 | NONE | PC | GENERAL | $10,000 |
| PRESIDENT AND FELLOWS OF HARVARD | |||||||
| MASSACHUSETTS HALL | CAMBRIDGE | MA | 02138 | NONE | PC | GENERAL | $10,000 |
| THE GIFT ACCOUNT OF DANA-FARBER | |||||||
| PO BOX 849168 | BOSTON | MA | 02284 | NONE | PC | GENERAL | $100,000 |
| TEACH FOR ALL INC | |||||||
| 25 BROADWAY 12TH FLOOR | NEW YORK | NY | 10004 | NONE | PC | GENERAL | $10,000 |
| BOSTON BRUINS CHARITABLE FOUNDATION INC | |||||||
| 100 LEGENDS WAY | BOSTON | MA | 02114 | NONE | PC | GENERAL | $1,000 |
| MARK BAVIS LEADERSHOP FOUNDATION | |||||||
| PO BOX 320310 | WEST ROXBURY | MA | 02132 | NONE | PC | GENERAL | $4,000 |
| CLERGY TRUST | |||||||
| 66 BROOKS DR | BOSTON | MA | 02184 | NONE | PC | GENERAL | $5,000 |
| GREENLIGHT FUND | |||||||
| 50 MILK ST 16TH FLOOR | BOSTON | MA | 02109 | NONE | PC | GENERAL | $10,000 |
| DREAM FOUNDATION | |||||||
| 436 14TH ST SUITE 920 | OAKLAND | CA | 94612 | NONE | PC | GENERAL | $5,000 |
| DANA FARBER CANCER INSTITUTE | |||||||
| 450 BROOKLINE AVE | BOSTON | MA | 02125 | NONE | PC | GENERAL | $15,000 |
| BOSTON COLLEGIATE CHARTER SCHOOL | |||||||
| 215 SYDNEY STREET | DORCHESTER | MA | 02210 | NONE | PC | GENERAL | $15,000 |
| UNITED WAY OF MASSACHUSETTS BAY | |||||||
| 9 CHANNEL CENTER ST UNIT 500 | BOSTON | MA | 02215 | NONE | PC | GENERAL | $10,000 |
| CAMPAIGN FOR CATHOLIC SCHOOLS | |||||||
| 66 BROOKS DR | BRAINTREE | MA | 02127 | NONE | PC | GENERAL | $3,500 |
| DANA-FARBER'S JIMMY FUND CLINIC | |||||||
| 450 BROOKLINE AVE | BOSTON | MA | 02215 | NONE | PC | GENERAL | $500 |
| NYU LANGONE HEALTH | |||||||
| 550 1ST AVE | NEW YORK | NY | 10016 | NONE | PC | GENERAL | $5,000 |
| PGA OF SOUTH FLORIDA | |||||||
| 7201 GEORGIA AVE | WEST PALM BEACH | FL | 33405 | NONE | PC | GENERAL | $2,500 |
| MASSACHUSETTS GENERAL HOSPITAL | |||||||
| 125 NASHUA ST SUITE 540 | BOSTON | MA | 02114 | NONE | PC | GENERAL | $10,000 |
| CYSTIC FIBROSIS FOUNDATION | |||||||
| 4550 MONTGOMERY AVE SUITE 1100 N | BETHESDA | MD | 20814 | NONE | PC | GENERAL | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,462,500 | 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 | $20,756 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $386,194 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $239,242 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $646,192 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $646,192 | 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 FEES | CategoryTxt |
| Amt | $16,500 | Amt |
| Net Investment Income | $8,250 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $8,250 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DOUBLELINE TOTAL RETURN BOND FD CL I | $1,153,929 | $986,071 |
| LOOMIS SAYLES CORE PLUS BOND FUND CL Y | $1,904,560 | $1,697,553 |
| THE OSTERWEIS STRATEGIC INCOME FD | $1,898,576 | $1,889,119 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (9 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BARON REAL ESTATE FUND INSTITUTIONAL | $470,648 | $493,420 |
| DFA GLOBAL REAL ESTATE SEC PORTFOLIO | $478,838 | $484,366 |
| DODGE & COX INTERNATL STOCK CL I | $948,075 | $1,037,982 |
| WCM FOCUSED INTL GROWTH FUND INSTL | $1,453,989 | $1,416,846 |
| AKRE FOCUS FUND INSTL | $827,788 | $1,354,069 |
| VANGUARD COMMODITY STRATEGY FD | $329,751 | $270,341 |
| ISHARES RUSSELL 3000 INDEX FUND | $2,774,243 | $4,167,327 |
| VANGUARD INTL EQUITY INDEX FDS FTSE EMR | $797,404 | $868,094 |
| ISHARES GOLD TR ISHARES | $206,214 | $314,389 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | FIRST EAGLE LOAN FUND | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $2,545,534 | BookValueAmt |
| EOYFMV | $2,545,534 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TIMING DIFFERENCE | Desc |
| Amt | $64,142 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX WITHHELD | $8,128 | $8,128 | $0 |
| FEDERAL 990-PF | $17,000 | $0 | $0 |
| MA FILING FEE | $500 | $0 | $500 |
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