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PAUL AND JILL KANEB FAMILY CHARITABLE: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
PAUL AND JILL KANEB FAMILY CHARITABLE (EIN 59-3214005)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-05-04
IRS object ID
202331249349100728
Schema version
2022v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2023-05-04T11:19:12-05:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN050409384PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1KAHN LITWIN RENZA & CO LTDBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11075 MAIN STREET SUITE 130AddressLine1Txt
CityWALTHAMCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02451ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN593214005EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PAUL AND JILL KANEB FAMILY CHARITABLEBusinessNameLine1Txt
Business Name Line2FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlPAULBusinessNameControlTxt
Phone7727787140PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1GEORGE E WARREN 3001 OCEAN DR 20AddressLine1Txt
CityVERO BEACHCityNm
State AbbreviationFLStateAbbreviationCd
ZIP329631992ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPAUL KANEBPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone7727787140PhoneNum
Signature2023-05-04SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstPAULPersonFirstNm
Person LastKANEBPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMITCHELL S HALPERNPreparerPersonNm
PTINP00297038PTIN
Phone7815478800PhoneNum
Preparation2023-05-03PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,653,110FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$68,779DividendsRevAndExpnssAmt
Dividends Net Invst Incm$68,779DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$122,943NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$406,273GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$122,943CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$191,722TotalRevAndExpnssAmt
Total Net Invst Incm$191,722TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$5,250AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,625AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$2,625AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$11,257OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$11,257OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$6,991TaxesRevAndExpnssAmt
Taxes Net Invst Incm$552TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$35OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$35OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$23,533TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$14,434TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,660TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$179,636ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$179,636ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$203,169TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$14,434TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$182,296TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$11,447ExcessRevenueOverExpensesAmt
Net Investment Income$177,288NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$33,428SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$65,890SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$65,890SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$3,501,324OtherInvestmentsBOYAmt
Other Investments EOY$3,456,844OtherInvestmentsEOYAmt
Other Investments EOYFMV$3,587,220OtherInvestmentsEOYFMVAmt
Total Assets BOY$3,534,752TotalAssetsBOYAmt
Total Assets EOY$3,522,734TotalAssetsEOYAmt
Total Assets EOYFMV$3,653,110TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$2,071,167CapitalStockBOYAmt
Capital Stock EOY$2,071,167CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$1,463,585RetainedEarningBOYAmt
Retained Earning EOY$1,451,567RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$3,534,752TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,522,734TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,534,752TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,522,734TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,534,752TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$11,447ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$3,523,305SubtotalAmt
Other Decreases$571OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$3,522,734TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
BROWN BROTHERS HARRIMAN - AVAILABLE UPON REQUESTP2022-12-31$77,579$84,676-$7,097-$7,097
BROWN BROTHERS HARRIMAN - AVAILABLE UPON REQUESTP2022-12-31$288,347$198,654$89,693$89,693
CAPITAL GAINS DIVIDENDSP$40,347$40,347$40,347
FieldValueIRS element (for citing)
Capital Gain Net Income$122,943CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,464InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$2,464SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$2,464TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$5,600EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$5,600TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$3,136OverpaymentAmt
Applied To ES Tax$3,136AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateMAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1PAUL D KANEB SRBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7727787140PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1GEORGE E WARREN 3001 OCEAN DR 203AddressLine1Txt
CityVERO BEACHCityNm
State AbbreviationFLStateAbbreviationCd
ZIP329631992ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
PAUL D KANEB SR
111 STINGAREE POINT-JOHNS ISLANDVERO BEACHFL329633835TRUSTEE0.25$0$0$0
JILL M KANEB
111 STINGAREE POINT-JOHNS ISLANDVERO BEACHFL329633835TRUSTEE0.25$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt
Expenses1$0Expenses1Amt
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$3,861,468AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$82,804AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,944,272TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$3,944,272AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$59,164CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,885,108NetVlNoncharitableAssetsAmt
Minimum Investment Return$194,255MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$194,255MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,464TaxBasedOnInvestmentIncomeAmt
Total Tax$2,464TotalTaxAmt
Distributable Before Adj$191,791DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$191,791DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$191,791DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$182,296ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$182,296QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$191,791DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr3$2,445ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr1$17,135ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$19,580TotalExcessDistributionCyovAmt
Qualifying Distributions$182,296QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$182,296AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$9,495ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$9,495ExcessDistributionCyovAppCYAmt
Total Corpus$10,085TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$10,085ExcessDistriCyovToNextYrAmt
Excess From Year1$10,085ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (25 entries)

Address Line1RecipientUSAddress/AddressLine1TxtAddress Line2RecipientUSAddress/AddressLine2TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
152 COMMONWEALTH FOUNDATION INC
152 COMMONWEALTH AVENUE CHILTONCLUBBOSTONMA02116NONEPUBLIC CHARITYGENERAL OPERATING EXPENSES$5,000
ANGEL FLIGHT NORTHEAST
492 SUTTON STREETNORTH ANDOVERMA01845NONEPUBLIC CHARITYGENERAL OPERATING EXPNESES$250
BARNSTABLE CLEAN WATER COALITION
864 MAIN STREETOSTERVILLEMA02655NONEPUBLIC CHARITYGENERAL OPERATING EXPENSES$2,500
BOBBY JONES CHIARI & SYRINGOMYELIA FOUNDATION
29 CREST LOOPSTATEN ISLANDNY10312NONEPUBLIC CHARITYGENERAL OPERATING EXPENSES$1,000
BRIGHAM AND WOMEN'S HOSPITAL
75 FRANCIS STREETBOSTONMA02115NONEPUBLIC CHARITYGENERAL OPERATING EXPENSES$5,000
CAHOON MUSEUM OF AMERICAN ART
4676 FALMOUTH ROADCOTUITMA02635NONEPUBLIC CHARITYGENERAL OPERATING EXPENSES$250
CAPE COD HEALTHCARE FOUNDATION
PO BOX 370HYANNISMA02601NONEPUBLIC CHARITYGENERAL OPERATING EXPENSES$5,000
COLGATE UNIVERSITY
13 OAK DRIVEHAMILTONNY13346NONEPUBLIC CHARITYGENERAL OPERATING EXPENSES$15,000
HEBRON ACADEMY
339 PANS ROADHEBRONME04238NONEPUBLIC CHARITYGENERAL OPERATING EXPENSES$100,000
HELP ME SEE
20 WEST 36TH STREET 4TH FLOORNEW YORKNY10018NONEPUBLIC CHARITYGENERAL OPERATING EXPENSES$1,000
INDIAN RIVER LAND TRUST INC
80 ROYAL PALM POINTE 301VERO BEACHFL32960NONEPUBLIC CHARITYGENERAL OPERATING EXPENSES$10,100
JOHN'S ISLAND FOUNDATION
6001 HWY A1A PMB 8323INDIAN RIVER SHORESFL32963NONEPUBLIC CHARITYGENERAL OPERATING EXPENSES$2,580
LONGWOOD SYMPHONY ORCHESTRA
35 WEBSTER STREETWEST NEWTONMA02465NONEPUBLIC CHARITYGENERAL OPERATING EXPENSES$500
MCKEE BOTANICAL GARDEN
350 US-1VERO BEACHFL32962NONEPUBLIC CHARITYGENERAL OPERATING EXPENSES$10,000
OSTERVILLE HISTORICAL MUSEUM
155 W BAY ROADOSTERVILLEMA02655NONEPUBLIC CHARITYGENERAL OPERATING EXPENSES$300
OSTERVILLE HISTORICAL SOCIETY INC
155 W BAY ROADOSTERVILLEMA02655NONEPUBLIC CHARITYGENERAL OPERATING EXPENSES$1,500
OSTERVILLE VILLAGE ASSOCIATION
11 WIANNO AVENUEOSTERVILLEMA02655NONEPUBLIC CHARITYGENERAL OPERATING EXPENSES$35
OSTERVILLE VILLAGE LIBRARY
43 WIANNO AVENUEOSTERVILLEMA02655NONEPUBLIC CHARITYGENERAL OPERATING EXPENSES$500
PAN-MASS CHALLENGE
77 4TH AVENUENEEDHAMMA02494NONEPUBLIC CHARITYGENERAL OPERATING EXPENSES$100
QUAIL VALLEY RIVER CLUB
2345 FLORIDA A1AVERO BEACHFL32963NONEPUBLIC CHARITYGENERAL OPERATING EXPENSES$71
RIVERSIDE THEATRE
45 FAIRMOUNT AVEHYDE PARKMA02136NONEPUBLIC CHARITYGENERAL OPERATING EXPENSES$1,000
THE TRUSTEES ARMSTRONG-KELLEY PARK
200 HIGH STREETBOSTONMA02110NONEPUBLIC CHARITYGENERAL OPERATING EXPENSES$10,000
VERO BEACH MUSEUM OF ART
3001 RIVERSIDE PARK DRIVEVERO BEACHFL32963NONEPUBLIC CHARITYGENERAL OPERATING EXPENSES$7,300
VNA HOSPICE FOUNDATION
1110 35TH LN 1VERO BEACHFL32960NONEPUBLIC CHARITYGENERAL OPERATING EXPENSES$150
WIANNO SAILING FOUNDATION
766 FALMOUTH RDMASHPEEMA02649NONEPUBLIC CHARITYGENERAL OPERATING EXPENSES$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$179,636TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$68,779ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$122,943ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$191,722ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$191,722TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING PROFESSIONAL FEESCategoryTxt
Amt$5,250Amt
Net Investment Income$2,625NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,625DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
BROWN BROTHERS HARRIMAN - COMMON STOCKSAT COST$1,532,349$1,788,849
BROWN BROTHERS HARRIMAN - FIXED INCOMEAT COST$1,924,495$1,798,371

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescTIMING/COST BASIS DIFFERENCES ON SALES OF DONATED SECURITIESDesc
Amt$571Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescANNUAL FILING FEE (MA)Desc
Revenue And Expenses Per Books$35RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$35DisbursementsCharitablePrpsAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT ADVISORY FEESCategoryTxt
Amt$11,257Amt
Net Investment Income$11,257NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAX EXPENSE$552$552$0
2022 FEDERAL ESTIMATES$5,600$0$0
2021 FEDERAL TAX$839$0$0

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