ROBERT S & MARIA J REISMAN CHARITABLE TRUST: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- ROBERT S & MARIA J REISMAN CHARITABLE TRUST (EIN 04-6965549)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-09
- IRS object ID
- 202333139349102618
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-09T16:58:42-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 611961690 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HT FAMILY SELECT SERVICES | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 FIFTH AVENUE | AddressLine1Txt |
| City | WALTHAM | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02451 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 046965549 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT S & MARIA J REISMAN CHARITABLE TR | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROBE | BusinessNameControlTxt |
| Phone | 7812904900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 131 WINDING RIVER RD | AddressLine1Txt |
| City | NEEDHAM | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 024921024 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT S REISMAN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 7812904900 | PhoneNum |
| Signature | 2023-11-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ROBERT | PersonFirstNm |
| Person Last | REISMAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID M DUCHESNEAU | PreparerPersonNm |
| PTIN | P00955846 | PTIN |
| Phone | 7812904900 | PhoneNum |
| Preparation | 2023-11-09 | 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 | 2022 | 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 | $13,657,802 | 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 | $12 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $12 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $165,020 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $166,385 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $581,109 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $917,870 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $581,109 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $746,141 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $747,506 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $135,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $67,500 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $67,500 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $20,760 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $20,760 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $10,250 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $250 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $791 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $791 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $166,801 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $89,301 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $67,500 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $881,350 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $881,350 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,048,151 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $89,301 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $948,850 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$302,010 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $658,205 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $39,858 | CashBOYAmt |
| Cash EOY | $11,968 | CashEOYAmt |
| Cash EOYFMV | $11,968 | CashEOYFMVAmt |
| US Government Obligations BOY | $251,502 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $250,781 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $250,788 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $4,418,273 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,144,874 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $13,395,046 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $4,709,633 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,407,623 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $13,657,802 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $4,858,293 | CapitalStockBOYAmt |
| Capital Stock EOY | $4,858,293 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$148,660 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$450,670 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,709,633 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,407,623 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,709,633 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,407,623 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,709,633 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$302,010 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,407,623 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,407,623 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| MERRILL | 2022-01-15 | 2022-12-31 | $13,324 | $15,399 | -$2,075 | -$2,075 | |
| MERRILL | 2021-01-15 | 2022-12-31 | $55,390 | $67,186 | -$11,796 | -$11,796 | |
| FIDELITY | 2021-01-15 | 2022-12-31 | $839,117 | $254,176 | $584,941 | $584,941 | |
| CAPITAL GAINS DIVIDENDS | $10,039 | $10,039 | $10,039 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $581,109 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $9,149 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $9,149 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $9,149 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,076 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $3,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $12,076 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,927 | OverpaymentAmt |
| Applied To ES Tax | $2,927 | 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 | ROBERT S REISMAN | IndividualWithBooksNm |
| Phone | 7812904900 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 131 WINDING RIVER RD | AddressLine1Txt |
| City | NEEDHAM | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02492 | 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 |
|---|---|---|---|---|---|---|---|---|
| ROBERT REISMAN | ||||||||
| 131 WINDING RIVER RD | NEEDHAM | MA | 024921024 | TRUSTEE | 10.00 | $90,000 | $0 | $0 |
| MARIA REISMAN | ||||||||
| 131 WINDING RIVER RD | NEEDHAM | MA | 024921024 | TRUSTEE | 10.00 | $45,000 | $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 | $16,045,508 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $125,017 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $16,170,525 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $16,170,525 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $242,558 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $15,927,967 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $796,398 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $796,398 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,149 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9,149 | TotalTaxAmt |
| Distributable Before Adj | $787,249 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $787,249 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $787,249 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $948,850 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $948,850 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $787,249 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $876,179 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $948,850 | QualifyingDistributionsAmt |
| Applied To Year1 | $876,179 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $72,671 | 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 | $714,578 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (49 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALZHEIMERS ASSN | |||||||
| 322 EIGHTH AVE 7TH FLOOR | NEW YORK | NY | 10001 | NONE | EXEMPT | TO SUPPORT RESEARCH | $250 |
| AMERICAN CANCER SOCIETY | |||||||
| P O BOX 22718 | OKLAHOMA CITY | OK | 73123 | NONE | EXEMPT | TO SUPPORT RESEARCH | $500 |
| AMERICAN DIABETES ASSOCIATION | |||||||
| 330 CONGRESS STREET | BOSTON | MA | 02210 | NONE | EXEMPT | TO SUPPORT RESEARCH | $500 |
| AMERICAN HEART ASSOCIATION | |||||||
| 7272 GREENVILLE AVE | DALLAS | TX | 75231 | NONE | EXEMPT | TO SUPPORT RESEARCH | $500 |
| AMERICAN LUNG ASSOCIATION | |||||||
| 1661 WORCESTER ROAD SUITE 301 | FRAMINGHAM | MA | 01701 | NONE | EXEMPT | TO SUPPORT RESEARCH | $250 |
| AMERICAN PARKINSON DISEASE ASSOC | |||||||
| PO BOX 61420 | STATEN ISLAND | NY | 61420 | NONE | EXEMPT | TO SUPPORT THE COMMUNITY | $250 |
| BETH ISRAEL DEACONESS HOSPITAL | |||||||
| 25 BOYLSTON STREET | CHESTNUT HILL | MA | 02467 | NONE | EXEMPT | TO SUPPORT RESEARCH | $50,000 |
| CHARLES RIVER CENTER | |||||||
| 59 E MILITIA HEIGHTS DRIVE | NEEDHAM | MA | 02492 | NONE | EXEMPT | TO SUPPORT THE COMMUNITY | $500 |
| COMBINED JEWISH PHILANTHOPIES | |||||||
| 126 HIGH STREET | BOSTON | MA | 02110 | NONE | EXEMPT | TO SUPPORT THE COMMUNITY | $1,000 |
| DANA-FARBER CANCER INSTITUTE | |||||||
| 450 BROOKLINE AVE | BOSTON | MA | 02215 | NONE | EXEMPT | TO SUPPORT MEDICAL RESEARCH | $75,000 |
| DEVEREUX FDN | |||||||
| 444 DEVEREUX DR | KING OF PRUSSIA | PA | 19085 | NONE | EXEMPT | TO SUPPORT THE COMMUNITY | $1,000 |
| DISABLED VETERANS NATIONAL FOUNDATION | |||||||
| 4601 FORBES BLVD | LANHAM | MD | 20706 | NONE | EXEMPT | TO SUPPORT THE COMMUNITY | $1,500 |
| EPILEPSY FOUNDATION | |||||||
| 3540 CRAIN HIGHWAY | BOWIE | MD | 20716 | NONE | EXEMPT | TO SUPPORT THE COMMUNITY | $500 |
| GREATER BOSTON FOOD BANK | |||||||
| 70 S BAY AVE | BOSTON | MA | 02118 | NONE | EXEMPT | TO SUPPORT THE COMMUNITY | $750 |
| GSD 3 FOUNDATION | |||||||
| 20 SHERWOOD LANE | CHESHIRE | CT | 06410 | NONE | EXEMPT | TO SUPPORT THE COMMUNITY | $100,000 |
| HOME FOR LITTLE WANDERERS | |||||||
| 10 GUEST STREET | BOSTON | MA | 02135 | NONE | EXEMPT | TO SUPPORT THE COMMUNITY | $1,000 |
| LEUKEMIA & LYMPHOMA SOCIETY | |||||||
| 1311 MAMARONECK AVENUE SUITE 310 | WHITE PLAINS | NY | 10605 | NONE | EXEMPT | TO SUPPORT RESEARCH | $500 |
| MAKE A WISH FOUNDATION | |||||||
| 1 BULLFINCH PLACE | BOSTON | MA | 02114 | NONE | EXEMPT | TO SUPPORT THE COMMUNITY | $2,000 |
| MARCH OF DIMES | |||||||
| 112 TURNPIKE ROAD | WESTBOROUGH | MA | 01581 | NONE | EXEMPT | TO SUPPORT THE COMMUNITY | $1,000 |
| MARINE TOYS FOR TOTS | |||||||
| 18251 QUANTICO GATEWAY DRIVE | TRIANGLE | VA | 22172 | NONE | EXEMPT | TO SUPPORT THE COMMUNITY | $1,000 |
| MASSACHUSETTS GENERAL HOSPITAL | |||||||
| 55 FRUIT STREET | BOSTON | MA | 02114 | NONE | EXEMPT | TO SUPPORT MEDICAL NEEDS | $400,000 |
| MEDICINE FOR PEACE | |||||||
| 2732 UNICORN LANE NW | WASHINGTON | DC | 20015 | NONE | EXEMPT | TO SUPPORT THE COMMUNITY | $500 |
| MULTIPLE SCLEROSIS ASSOCIATION OF AMERICA | |||||||
| 375 KINGS HIGHWAY NORTH | CHERRY HILL | NJ | 08034 | NONE | EXEMPT | TO SUPPORT THE COMMUNITY | $250 |
| MUSCULAR DYSTROPHY ASSN | |||||||
| 50 FEDERAL STREET | BOSTON | MA | 02110 | NONE | EXEMPT | TO SUPPORT RESEARCH | $250 |
| NATIONAL HEADACHE FOUNDATION | |||||||
| 820 N ORLEANS | CHICAGO | IL | 60610 | NONE | EXEMPT | TO SUPPORT RESEARCH | $500 |
| NEEDHAM POLICE UNION | |||||||
| 352 TURNPIKE ROAD | SOUTHBOROUGH | MA | 01772 | NONE | EXEMPT | TO SUPPORT THE COMMUNITY | $100 |
| NEW ENGLAND AQUARIUM | |||||||
| 1096 MASSACHUSETTS AVENUE | BOSTON | MA | 02118 | NONE | EXEMPT | TO SUPPORT THE COMMUNITY | $500 |
| NEW ENGLAND BAPTIST HOSPITAL | |||||||
| 125 PARKER HILL AVANUE | BOSTON | MA | 02120 | NONE | EXEMPT | TO SUPPORT THE COMMUNITY | $30,000 |
| NEW ENGLAND WILDLIFE CENTER | |||||||
| 500 COLUMBIAN STREET | SOUTH WEYMOUTH | MA | 02190 | NONE | EXEMPT | TO SUPPORT CONSERVATION | $75,000 |
| NEWTON WELLESLEY HOSPITAL CHARITABLE FOUNDATION | |||||||
| 2014 WASHINGTON STREET | NEWTON | MA | 02462 | NONE | EXEMPT | TO SUPPORT RESEARCH | $75,000 |
| NOAHS ARK PRESCHOOL | |||||||
| 1154 GREAT PLAIN AVE | NEEDHAM | MA | 02492 | NONE | EXEMPT | TO SUPPORT THE COMMUNITY | $5,000 |
| PARKINSON RESEARCH FOUNDATION | |||||||
| 5969 CATTLERIDGE BLVD | SARASOTA | FL | 34232 | NONE | EXEMPT | TO SUPPORT THE COMMUNITY | $750 |
| PAWS FOR PURPLE HEARTS | |||||||
| 10201 OLD REDWOOD HGWY | PENNGROVE | CA | 94951 | NONE | EXEMPT | TO SUPPORT THE COMMUNITY | $750 |
| PERKINS SCHOOL FOR THE BLIND | |||||||
| 175 N BEACON STREET | WATERTOWN | MA | 02472 | NONE | EXEMPT | TO SUPPORT THE COMMUNITY | $750 |
| PINE STREET INN | |||||||
| 444 HARRISON AVE | BOSTON | MA | 02118 | NONE | EXEMPT | TO SUPPORT THE COMMUNITY | $750 |
| PUA FOUNDATION | |||||||
| 2331 SEAVIEW AVE | HONOLULU | HI | 96822 | NONE | EXEMPT | TO SUPPORT THE COMMUNITY | $1,000 |
| ROSIE'S PLACE | |||||||
| 889 HARRISON AVE | BOSTON | MA | 02118 | NONE | EXEMPT | TO SUPPORT THE COMMUNITY | $750 |
| SALVATION ARMY | |||||||
| 33 MYRTLE STREET | WALTHAM | MA | 02463 | NONE | EXEMPT | TO SUPPORT THE COMMUNITY | $500 |
| SHRINERS HOSPITAL FOR CHILDREN | |||||||
| 51 BLOSSOM STREET | BOSTON | MA | 02114 | NONE | EXEMPT | TO SUPPORT RESEARCH | $10,000 |
| SMILE TRAIN | |||||||
| 41 MADISON AVE | NEW YORK | NY | 10010 | NONE | EXEMPT | TO SUPPORT THE COMMUNITY | $500 |
| SPECIAL OLYMPICS MASS | |||||||
| 512 FOREST STREET | MARLBOROUGH | MA | 01752 | NONE | EXEMPT | TO SUPPORT THE COMMUNITY | $750 |
| SQUASHBUSTERS | |||||||
| 795 COLUMBUS AVENUE | BOSTON | MA | 02120 | NONE | EXEMPT | TO SUPPORT THE COMMUNITY | $32,000 |
| ST JUDE CHLDRENS RESEARCH CENTER | |||||||
| 313 WASHINGTON STREET | NEWTON | MA | 02458 | NONE | EXEMPT | TO SUPPORT RESEARCH | $1,500 |
| SUSAN G KOMEN FOUNDATION | |||||||
| 5005 LBJ FREEWAY SUITE 526 | DALLAS | TX | 75244 | NONE | EXEMPT | TO SUPPORT RESEARCH | $750 |
| THE THOMAS JEFFERSON FOUNDATION | |||||||
| 931 THOMAS JEFFERSON PARKWAY | CHARLOTTESVILLE | VA | 22902 | NONE | EXEMPT | TO SUPPORT THE COMMUNITY | $1,000 |
| TUNNELS TO TOWERS FOUNDATION | |||||||
| 2361 HYLAN BLVD | STATEN ISLAND | NY | 10306 | NONE | EXEMPT | TO SUPPORT THE COMMUNITY | $2,000 |
| USO | |||||||
| P O BOX 96322 | WASHINGTON | DC | 20090 | NONE | EXEMPT | TO SUPPORT THE COMMUNITY | $1,000 |
| VETERANS OF FOREIGN WARS FDN | |||||||
| 406 WEST 34TH STREET | KANSAS CITY | MO | 64111 | NONE | EXEMPT | TO SUPPORT THE COMMUNITY | $500 |
| WOUNDED WARRIOR PROJECT | |||||||
| P O BOX 758516 | TOPEKA | KS | 66675 | NONE | EXEMPT | TO SUPPORT THE COMMUNITY | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $881,350 | 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 | $12 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $165,020 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $581,109 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $746,141 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $746,141 | 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 (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TAX PREP - FIDELITY | $16,000 | $16,000 | $0 |
| ADVISOR FEE - MERRILL | $4,760 | $4,760 | $0 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FIDELITY PORTFOLIO | $3,717,595 | $12,967,476 |
| MERRILL LYNCH PORTFOLIO | $427,279 | $427,570 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $250,781 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $250,788 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ANNUAL REPORT | $70 | $70 | $0 |
| BOND AMORTIZATION | $721 | $721 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $250 | $250 | $0 |
| IRS - EXCISE TAX | $10,000 | $0 | $0 |
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