CHARLES B & LOUIS R PERINI FAMILY FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- CHARLES B & LOUIS R PERINI FAMILY FOUNDATION INC (EIN 04-6118587)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-02
- IRS object ID
- 202511229349101321
- 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 Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-02T12:01:25-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 941687665 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BANK OF AMERICA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 653067 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 752653067 | 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 | 046118587 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARLES B & LOUIS R PERINI FAMILY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PERI | BusinessNameControlTxt |
| Phone | 8888663275 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 653067 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 752653067 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TIM PERINI | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8888663275 | PhoneNum |
| Signature | 2025-03-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KAREN J KISER | PreparerPersonNm |
| PTIN | P00146417 | PTIN |
| Phone | 8888663275 | PhoneNum |
| Preparation | 2025-03-27 | 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 | $1,816,419 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $42,672 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $42,672 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $70,412 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $355,694 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $70,412 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $113,084 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $113,084 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $18,001 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $10,800 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $7,200 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,250 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $750 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,138 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,138 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $35 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $35 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $20,424 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $12,688 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,735 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $78,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $78,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $98,424 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $12,688 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $85,735 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $14,660 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $100,396 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $40,955 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $54,030 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $54,030 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $1,440,649 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,442,076 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,762,389 | CorporateStockEOYFMVAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,481,604 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,496,106 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,816,419 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,481,604 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,496,106 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,481,604 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,496,106 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,481,604 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,496,106 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,481,604 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $14,660 | ExcessRevenueOverExpensesAmt |
| Other Increases | $10 | OtherIncreasesAmt |
| Subtotal | $1,496,274 | SubtotalAmt |
| Other Decreases | $168 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,496,106 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (70 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 8. ISHARES CORE TOT U S BD MKT ETF | 2018-09-13 | 2024-02-16 | $776 | $810 | -$34 | -$34 | |
| 59. ISHARES CORE TOT U S BD MKT ETF | 2018-10-08 | 2024-02-16 | $5,722 | $6,160 | -$438 | -$438 | |
| 27. ISHARES CORE TOT U S BD MKT ETF | 2019-07-02 | 2024-02-16 | $2,619 | $3,007 | -$388 | -$388 | |
| 267. ISHARES CORE TOT U S BD MKT ETF | 2020-01-21 | 2024-02-16 | $25,896 | $30,238 | -$4,342 | -$4,342 | |
| 33. ISHARES CORE TOT U S BD MKT ETF | 2020-04-17 | 2024-02-16 | $3,201 | $3,878 | -$677 | -$677 | |
| 110. ISHARES CORE TOT U S BD MKT ETF | 2020-08-31 | 2024-02-16 | $10,669 | $13,019 | -$2,350 | -$2,350 | |
| 2. VANGUARD 500 INDEX FUND SHS ETF | 2016-07-06 | 2024-02-16 | $920 | $384 | $536 | $536 | |
| 30. VANGUARD 500 INDEX FUND SHS ETF | 2016-10-26 | 2024-02-16 | $13,796 | $5,886 | $7,910 | $7,910 | |
| 26. VANGUARD MID-CAP ETF | 2020-01-21 | 2024-02-16 | $6,127 | $4,757 | $1,370 | $1,370 | |
| 676. ISHARES EDGE MSCI MIN VOL EMERGING MARKETS ETF | 2022-09-30 | 2024-10-11 | $41,891 | $34,446 | $7,445 | $7,445 | |
| 18. ISHARES EDGE MSCI MIN VOL EMERGING MARKETS ETF | 2022-10-21 | 2024-10-11 | $1,115 | $919 | $196 | $196 | |
| 10. ISHARES EDGE MSCI MIN VOL EMERGING MARKETS ETF | 2023-01-31 | 2024-10-11 | $620 | $547 | $73 | $73 | |
| 24. ISHARES EDGE MSCI MIN VOL EMERGING MARKETS ETF | 2023-07-31 | 2024-10-11 | $1,487 | $1,365 | $122 | $122 | |
| 6. ISHARES EDGE MSCI MIN VOL EMERGING MARKETS ETF | 2023-10-19 | 2024-10-11 | $372 | $314 | $58 | $58 | |
| 30. ISHARES EDGE MSCI MIN VOL EMERGING MARKETS ETF | 2024-02-16 | 2024-10-11 | $1,859 | $1,685 | $174 | $174 | |
| 921. ISHARES EDGE MSCI MIN VOL EAFE ETF | 2022-09-30 | 2024-10-11 | $69,736 | $52,686 | $17,050 | $17,050 | |
| 8. ISHARES EDGE MSCI MIN VOL EAFE ETF | 2022-10-21 | 2024-10-11 | $606 | $452 | $154 | $154 | |
| 20. ISHARES EDGE MSCI MIN VOL EAFE ETF | 2023-07-31 | 2024-10-11 | $1,514 | $1,383 | $131 | $131 | |
| 49. ISHARES EDGE MSCI MIN VOL EAFE ETF | 2024-02-16 | 2024-10-11 | $3,710 | $3,356 | $354 | $354 | |
| 355.511 JP MORGAN U.S. LARGE CAP CORE PLUS FUND CL R6 | 2019-08-14 | 2024-10-11 | $8,081 | $8,260 | -$179 | -$179 | |
| 164.489 JP MORGAN U.S. LARGE CAP CORE PLUS FUND CL R6 | 2020-01-21 | 2024-10-11 | $3,739 | $4,247 | -$508 | -$508 | |
| 1632.647 METROPOLITAN WEST TOTAL RETURN BOND FD CL P | 2020-01-21 | 2024-10-11 | $14,041 | $16,845 | -$2,804 | -$2,804 | |
| 595.449 METROPOLITAN WEST TOTAL RETURN BOND FD CL P | 2020-04-20 | 2024-10-11 | $5,121 | $6,328 | -$1,207 | -$1,207 | |
| 1943.904 METROPOLITAN WEST TOTAL RETURN BOND FD CL P | 2020-08-31 | 2024-10-11 | $16,718 | $21,187 | -$4,469 | -$4,469 | |
| 112. VANGUARD FTSE EMERGING MARKETS ETF | 2021-01-29 | 2024-10-11 | $5,385 | $5,795 | -$410 | -$410 | |
| 27. VANGUARD 500 INDEX FUND SHS ETF | 2016-10-26 | 2024-10-11 | $14,372 | $5,297 | $9,075 | $9,075 | |
| 13. ISHARES S&P SMALLCAP 600 INDEX FUND | 2019-08-14 | 2024-11-13 | $1,616 | $965 | $651 | $651 | |
| 136. ISHARES S&P SMALLCAP 600 INDEX FUND | 2020-03-23 | 2024-11-13 | $16,905 | $6,630 | $10,275 | $10,275 | |
| 17. VANGUARD 500 INDEX FUND SHS ETF | 2016-10-26 | 2024-11-13 | $9,356 | $3,335 | $6,021 | $6,021 | |
| 31. VANGUARD 500 INDEX FUND SHS ETF | 2018-10-08 | 2024-11-13 | $17,060 | $8,149 | $8,911 | $8,911 | |
| 88. VANGUARD MID-CAP ETF | 2020-01-21 | 2024-11-13 | $24,416 | $16,101 | $8,315 | $8,315 | |
| 21. ISHARES CORE TOT U S BD MKT ETF | 2020-08-31 | 2024-11-19 | $2,057 | $2,485 | -$428 | -$428 | |
| 21. ISHARES CORE TOT U S BD MKT ETF | 2021-01-29 | 2024-11-19 | $2,057 | $2,465 | -$408 | -$408 | |
| 341.305 JP MORGAN U.S. LARGE CAP CORE PLUS FUND CL R6 | 2020-01-21 | 2024-11-19 | $7,935 | $8,812 | -$877 | -$877 | |
| 176.695 JP MORGAN U.S. LARGE CAP CORE PLUS FUND CL R6 | 2020-03-23 | 2024-11-19 | $4,108 | $3,089 | $1,019 | $1,019 | |
| CAPITAL GAIN DIVIDENDS | $10,091 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,091 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,091 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,091 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,091 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,091 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,091 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,091 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,091 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,091 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,091 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,091 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,091 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,091 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,091 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,091 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,091 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,091 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,091 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,091 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,091 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,091 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,091 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,091 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,091 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,091 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,091 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,091 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,091 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,091 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,091 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,091 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,091 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,091 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,091 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $70,412 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,396 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,396 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,396 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $353 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $353 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $29 | EsPenaltyAmt |
| Tax Due | $1,072 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BANK OF AMERICA NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8888663275 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 653067 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 752653067 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| CHARLES B PERINI | ||||||
| 297 LITTLETON RD | HARVARD | MA | 01451 | VICE PRESI | 1 | $0 |
| DAVID PERINI | ||||||
| 6 MAPLE ST | MEDFIELD | MA | 02052 | TRUSTEE | 1 | $0 |
| TIMOTHY PERINI | ||||||
| 5 BATES RD | HARRISON | NY | 10528 | TRUSTEE | 1 | $0 |
| HEATHER PERINI | ||||||
| 15 APPALOOSA CIR | HOPKINTON | MA | 01748 | TRUSTEE | 1 | $0 |
| BANK OF AMERICA | ||||||
| 1FINANCIAL PLAZA | PROVIDENCE | RI | 02903 | AGENT FOR FIDUCIARY | 1 | $18,001 |
| AUDREA URIBE | ||||||
| 5 WAVERLY PL | METAIRIE | LA | 70003 | DIRECTOR | 1 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,775,141 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $36,037 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,811,178 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,811,178 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $27,168 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,784,010 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $89,201 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $89,201 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,396 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,396 | TotalTaxAmt |
| Distributable Before Adj | $87,805 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $87,805 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $87,805 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $85,735 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $85,735 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $87,805 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $77,728 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $85,735 | QualifyingDistributionsAmt |
| Applied To Year1 | $77,728 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $8,007 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $79,798 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | TIMOTHY PERINI | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5 BATES RD | AddressLine1Txt |
| City | HARRISON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 105281903 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8888663275 | RecipientPhoneNum |
| Form And Info And Materials | BY LETTER WITH LATEST ANNUAL REPORT | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NOVEMBER 1 | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
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 |
|---|---|---|---|---|---|---|---|
| HARVARD BUSINESS SCHOOL | |||||||
| 111 WESTERN AVENUE | BOSTON | MA | 02163 | N/A | PC | UNRESTRICTED GENERAL | $200 |
| PRESIDENT & FELLOWS OF HARVARD COLLEGE | |||||||
| 124 MT AUBURN STREET | CAMBRIDGE | MA | 021381350 | N/A | PC | UNRESTRICTED GENERAL | $500 |
| MASSACHUSETTS INSTITUTE OF TECHNOLOGY | |||||||
| 77 MASSACHUSETTS AVENUE | CAMBRIDGE | MA | 021394307 | N/A | PC | UNRESTRICTED GENERAL | $10,000 |
| MILTON ACADEMY | |||||||
| 170 CENTRE STREET | MILTON | MA | 021863338 | N/A | PC | UNRESTRICTED GENERAL | $200 |
| MOUNT AUBURN HOSPITAL | |||||||
| 330 MOUNT AUBURN STREET | CAMBRIDGE | MA | 02138 | N/A | PC | UNRESTRICTED GENERAL | $5,000 |
| THE FENN SCHOOL | |||||||
| 516 MONUMENT STREET | CONCORD | MA | 017421894 | N/A | PC | UNRESTRICTED GENERAL | $500 |
| DANA-FARBER CANCER INSTITUTE | |||||||
| 450 BROOKLINE AVENUE | BOSTON | MA | 022155418 | N/A | PC | UNRESTRICTED GENERAL | $6,100 |
| ASSOCIATION TO PRESERVE CAPE COD | |||||||
| 482 MAIN STREET | DENNIS | MA | 026381947 | N/A | PC | UNRESTRICTED GENERAL | $1,000 |
| BAYPATH HUMANE SOCIETY | |||||||
| 500 LEGACY FARMS NORTH | HOPKINTON | MA | 017482921 | N/A | PC | UNRESTRICTED GENERAL | $8,000 |
| VINFEN | |||||||
| 950 CAMBRIDGE STREET | CAMBRIDGE | MA | 02141 | N/A | PC | UNRESTRICTED GENERAL | $2,000 |
| PAN-MASS CHALLENGE | |||||||
| 77 4TH AVENUE | NEEDHAM | MA | 02494 | N/A | PC | UNRESTRICTED GENERAL | $4,500 |
| EMERSON HEALTH CARE FOUNDATION | |||||||
| 133 OLD ROAD TO NINE ACRE CORNER | CONCORD | MA | 017429861 | N/A | PC | UNRESTRICTED GENERAL | $2,000 |
| BUZZARDS BAY COALITION | |||||||
| 114 FRONT STREET | NEW BEDFORD | MA | 02740 | N/A | PC | UNRESTRICTED GENERAL | $500 |
| NATIONAL MARINE LIFE CENTER | |||||||
| 120 MAIN STREET | BUZZARDS BAY | MA | 025320269 | N/A | PC | UNRESTRICTED GENERAL | $2,000 |
| THE CAT CONNECTION | |||||||
| PO BOX 541435 | WALTHAM | MA | 024541435 | N/A | PC | UNRESTRICTED GENERAL | $2,000 |
| CAPE COD HEALTHCARE FOUNDATION INC | |||||||
| PO BOX 370 | HYANNIS | MA | 02601 | N/A | PC | UNRESTRICTED GENERAL | $500 |
| MEMORIAL SLOAN KETTERING CANCER CENTER | |||||||
| PO BOX 27432 | NEW YORK | NY | 10087 | N/A | PC | UNRESTRICTED GENERAL | $200 |
| STUDENT ADVOCACY INC | |||||||
| 3 WEST MAIN STREET | ELMSFORD | NY | 105232460 | N/A | PC | UNRESTRICTED GENERAL | $200 |
| CONGREGATION EMANU-EL OF WESTCHESTER | |||||||
| 2125 WESTCHESTER AVENUE EAST | RYE | NY | 10580 | N/A | PC | UNRESTRICTED GENERAL | $1,000 |
| SLAVES OF THE IMMACULATE HEART | |||||||
| PO BOX 1000 | STILL RIVER | MA | 014511349 | N/A | PC | UNRESTRICTED GENERAL | $500 |
| SARAH LAWRENCE COLLEGE | |||||||
| 1 MEAD WAY | BRONXVILLE | NY | 10708 | N/A | PC | UNRESTRICTED GENERAL | $2,500 |
| SHRINERS' HOSPITALS FOR CHILDREN | |||||||
| 2900 ROCKY POINT DRIVE | TAMPA | FL | 33607 | N/A | PC | UNRESTRICTED GENERAL | $1,000 |
| FOUNDATION FOR SARCOIDOSIS RESEARCH | |||||||
| 320 W OHIO STREET | CHICAGO | IL | 60654 | N/A | PC | UNRESTRICTED GENERAL | $5,000 |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | |||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 381053678 | N/A | PC | UNRESTRICTED GENERAL | $2,000 |
| LADIES AUXILIARY OF HISPANIC APOSTOLATE | |||||||
| 4801 RUE LAURENT | METAIRIE | LA | 70003 | N/A | PC | UNRESTRICTED GENERAL | $4,000 |
| ST MICHAEL SPECIAL SCHOOL | |||||||
| 1522 CHIPPEWA STREET | NEW ORLEANS | LA | 70130 | N/A | PC | UNRESTRICTED GENERAL | $3,000 |
| RONALD MCDONALD HOUSE OF SOUTH LOUISIANA | |||||||
| 210 STATE STREET BUILDING 4 | NEW ORLEANS | LA | 70118 | N/A | PC | UNRESTRICTED GENERAL | $3,000 |
| WOMEN'S NEW LIFE CENTER | |||||||
| 4612 SOUTH CLAIBORNE AVENUE | NEW ORLEANS | LA | 70125 | N/A | PC | UNRESTRICTED GENERAL | $3,000 |
| SISTERS AT HEART | |||||||
| 11 CARDINAL CIRCLE | NORTH ATTLEBORO | MA | 02760 | N/A | PC | UNRESTRICTED GENERAL | $1,000 |
| ENJOY LIFE EDUCATION INC | |||||||
| 11 MEETINGHOUSE HILL ROAD | DOVER | MA | 020302135 | N/A | PC | UNRESTRICTED GENERAL | $5,000 |
| THE FEMINIST INSTITUTE | |||||||
| 1220 PARK AVENUE 13D | NEW YORK | NY | 10128 | N/A | PC | UNRESTRICTED GENERAL | $500 |
| MYAKKA ELEPHANT RANCH | |||||||
| 1767 LAKEWOOD RANCH BLVD | BRADENTON | FL | 34251 | N/A | PC | UNRESTRICTED GENERAL | $1,000 |
| INTERNATIONAL MYELOMA FOUNDATION | |||||||
| 4400 COLDWATER CANYON AVENUE | STUDIO CITY | CA | 916041480 | N/A | PC | UNRESTRICTED GENERAL | $100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $78,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $42,672 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $70,412 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $113,084 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $113,084 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE - BOA | CategoryTxt |
| Amt | $1,250 | Amt |
| Net Investment Income | $750 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $500 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SEE ATTACHED | StockNm |
| EOY Book Value | $1,442,076 | EOYBookValueAmt |
| EOYFMV | $1,762,389 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| TYE INCOME ADJUSTMENT | $166 |
| NET ROUNDING ADJ | $2 |
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 Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR YEAR ROC ADJ | Desc |
| Amt | $10 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES ON QUALIFIED FOR | $720 | $720 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $418 | $418 | $0 |
Comments