DARMAN FAMILY CHARITABLE TR: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- DARMAN FAMILY CHARITABLE TR (EIN 85-6773883)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-15
- IRS object ID
- 202333199349109453
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Income Schedule2
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-15T19:39:30-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042206126 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RAPHAEL AND RAPHAEL LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 52 CHURCH STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02116 | 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 | 856773883 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DARMAN FAMILY CHARITABLE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DARM | BusinessNameControlTxt |
| Phone | 7818753300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 25 RECREATION PARK DRIVE 204 | AddressLine1Txt |
| City | HINGHAM | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02043 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GARY DARMAN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 7818753300 | PhoneNum |
| Signature | 2023-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | GARY | PersonFirstNm |
| Person Last | DARMAN | 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 | JOHN MASCI | PreparerPersonNm |
| PTIN | P00219119 | PTIN |
| Phone | 6172101200 | PhoneNum |
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 | $3,068,714 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,000,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $845 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $845 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $32,695 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $32,695 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$347,314 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,429,052 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$469 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $6 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $685,757 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $33,546 | 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 | $7,100 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $7,100 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $21,421 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $21,421 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,772 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $121 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $30,293 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $28,642 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $120,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $120,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $150,293 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $28,642 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $120,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $535,464 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,904 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $151,078 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,029,206 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,029,206 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $260,875 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $263,764 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $2,295,227 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,691,688 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,775,744 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $2,446,305 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,981,769 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,068,714 | 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 | $2,446,305 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,981,769 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,446,305 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,981,769 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,446,305 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,981,769 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,446,305 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $535,464 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,981,769 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,981,769 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| MORGAN STANLEY 9617 ST COVERED | P | $3,274 | $3,263 | $11 | $11 |
| MORGAN STANLEY 9617 ST COVERED | P | $7,399 | $7,579 | -$180 | -$180 |
| MORGAN STANLEY 9618 ST COVERED | P | $1,830,191 | $2,116,704 | -$286,513 | -$286,513 |
| MORGAN STANLEY 9618 ST COVERED | P | $587,329 | $648,820 | -$61,491 | -$61,491 |
| CAPITAL GAINS DIVIDENDS | P | $859 | $859 | $859 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$347,314 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $68 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $68 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $68 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $641 | 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 | $641 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $573 | OverpaymentAmt |
| Applied To ES Tax | $573 | 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 | Yes (1) | 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 | GARY DARMAN | IndividualWithBooksNm |
| Phone | 7818753300 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 25 RECREATION PARK DRIVE STE 204 | AddressLine1Txt |
| City | HIGHAM | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02043 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GARY DARMAN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 25 RECREATION PARK DRIVE STE 204 | AddressLine1Txt |
| City | HINGHAM | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02043 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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 | $2,000,765 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $385,762 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,386,527 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,386,527 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $35,798 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,350,729 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $117,536 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $117,536 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $68 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $68 | TotalTaxAmt |
| Distributable Before Adj | $117,468 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $117,468 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $117,468 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $120,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $120,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $117,468 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $79,378 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $120,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $79,378 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $40,622 | 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 | $76,846 | 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) |
|---|---|---|
| Contributing Manager | GARY DARMAN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (29 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| BEACON HILL VILLAGE | ||||||||
| 74 JOY ST | BOSTON | MA | 02114 | NA | PUBLIC | COMMUNITY & CHARITABLE | $500 | |
| BIG SISTER ASSOCIATION OF GREATER BOSTON | ||||||||
| 20 PARK PLAZA 1420 | BOSTON | MA | 02116 | NA | PUBLIC | COMMUNITY & CHARITABLE | $2,000 | |
| CARITAS COMMUNITIES | ||||||||
| 25 BRAINTREE HILL OFFICE PARK STE | BRAINTREE | MA | 02184 | NA | PUBLIC | COMMUNITY & CHARITABLE | $11,000 | 206 |
| CHICAGO HOPE | ||||||||
| 2189 WEST BOWLER STREET | CHICAGO | IL | 60612 | NA | PUBLIC | COMMUNITY & CHARITABLE | $1,000 | |
| DOCTORS WITHOUT BORDERS USA | ||||||||
| PO BOX 5030 | HAGERSTOWN | MD | 21741 | NA | PUBLIC | MEDICAL | $7,500 | |
| EMERGE | ||||||||
| 388 PLEASANT ST | MALDEN | MA | 02148 | NA | PUBLIC | COMMUNITY & CHARITABLE | $4,000 | |
| EQUALITY NOW | ||||||||
| PO BOX 7160 | NEW YORK | NY | 10008 | NA | PUBLIC | COMMUNITY & CHARITABLE | $1,000 | |
| FEEDING AMERICA | ||||||||
| 161 NORTH CLARK STREET SUITE 700 | WASHINGTON | DC | 60601 | NA | PUBLIC | COMMUNITY & CHARITABLE | $1,000 | |
| FOUNTAIN HOUSE | ||||||||
| 425 W 47TH ST | NEW YORK | NY | 10036 | NA | PUBLIC | COMMUNITY & CHARITABLE | $4,000 | |
| GREATER BOSTON FOOD BANK | ||||||||
| 70 SOUTH BAY AVENUE | BOSTON | MA | 02118 | NA | PUBLIC | COMMUNITY & CHARITABLE | $8,000 | |
| HARLEM CHILDRENS ZONE | ||||||||
| 35 EAST 125TH ST | NEW YORK | NY | 10035 | NA | PUBLIC | COMMUNITY & CHARITABLE | $6,500 | |
| HOMESTART | ||||||||
| 105 CHAUNCY ST 502 | BOSTON | MA | 02111 | NA | PUBLIC | COMMUNITY & CHARITABLE | $9,500 | |
| HUMAN RIGHTS WATCH | ||||||||
| 350 FIFTH AVENUE 34TH FLOOR | NEW YORK | NY | 10118 | NA | PUBLIC | COMMUNITY & CHARITABLE | $3,500 | |
| INTERNATIONAL RESCUE COMMITTEE | ||||||||
| 122 EAST 42ND STREET | NEW YORK | NY | 10168 | NA | PUBLIC | COMMUNITY & CHARITABLE | $3,500 | |
| JEWISH FAMILY AND CHILDREN'S | ||||||||
| 1430 MAIN STREET | WALTHAM | MA | 02451 | NA | PUBLIC | RELIGIOUS | $500 | |
| JUVENILE DIABETES RESEARCH FOUNDATION | ||||||||
| 200 VESEY STREET 28TH FLOOR | NEW YORK | NY | 10281 | NA | PUBLIC | MEDICAL | $1,000 | |
| MACULAR DEGENERATION RESEARCH | ||||||||
| 22512 GATEWAY CENTER DRIVE | CLARKSBURG | MD | 20871 | NA | PUBLIC | MEDICAL | $5,000 | |
| NATIONAL NETWORK TO END DOMENSTIC VIOLENCE | ||||||||
| 1325 MASSACHUSETTS AVENUE NW 7TH | WASHINGTON | DC | 20005 | NA | PUBLIC | COMMUNITY & CHARITABLE | $8,500 | FLOOR |
| NEADS WORLD CLASS SERVICE DOGS | ||||||||
| PO BOX 1100 | PRINCETON | MA | 01541 | NA | PUBLIC | COMMUNITY & CHARITABLE | $4,000 | |
| PAN MASS CHALLENGE | ||||||||
| 77 4TH AVENUE | NEEDHAM | MA | 02494 | NA | PUBLIC | MEDICAL | $1,000 | |
| PERKINS SCHOOL FOR THE BLIND | ||||||||
| 175 NORTH BEACON ST | WATERTOWN | MA | 02472 | NA | PUBLIC | MEDICAL | $500 | |
| POLARIS | ||||||||
| GIFT PROCESSING CENTER PO BOX | PITTSBURGH | PA | 12521 | NA | PUBLIC | COMMUNITY & CHARITABLE | $3,500 | 392710 |
| REFUGEES INTERNATIONAL | ||||||||
| PO BOX 33036 | WASHINGTON | DC | 20033 | NA | PUBLIC | COMMUNITY & CHARITABLE | $500 | |
| SHARE OUR STRENGTH | ||||||||
| 1030 15TH STREET NW SUITE 1100W | WASHINGTON | DC | 20005 | NA | PUBLIC | COMMUNITY & CHARITABLE | $2,000 | |
| SOUTHERN POVERTY LAW | ||||||||
| 400 WASHINGTON AVENUE | MONTGOMERY | AL | 36104 | NA | PUBLIC | COMMUNITY & CHARITABLE | $9,000 | |
| THE BAIL PROJECT | ||||||||
| PO BOX 750 | VENICE | CA | 90294 | NA | PUBLIC | COMMUNITY & CHARITABLE | $1,500 | |
| THE LUSTGARTEN FOUNDATION | ||||||||
| 1111 STEWART AVENUE | BETHPAGE | NY | 11714 | NA | PUBLIC | COMMUNITY & CHARITABLE | $6,000 | |
| THE PREPARATORY FOUNDATION BOSTON | ||||||||
| 885 RIVER STREET | HYDE PARK | MA | 02136 | NA | PUBLIC | EDUCATIONAL | $6,500 | |
| WORLD CENTRAL KITCHEN INC | ||||||||
| 655 NEW YORK AVE NW 6TH FLOOR | WASHINGTON | DC | 20001 | NA | PUBLIC | COMMUNITY & CHARITABLE | $7,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $120,000 | 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 | $845 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $32,695 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$347,314 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt |
|---|---|---|---|
| MORGAN STANLEY 1099-MISC | 14 | $6 | |
| ENTERPRISE PRODUCTS PARTNERS LP - ORD LOSS | -$475 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$475 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$313,768 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$314,243 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| GARY DARMAN | ||||||
| 1 | 25 RECREATION PARK DRIVE SUITE 204 | HINGHAM | MA | 02043 | $333,333 | Yes (X) |
| LINDA DARMAN | ||||||
| 2 | 3 BATTERY WHARF 3506 | BOSTON | MA | 02109 | $333,334 | Yes (X) |
| SHEILA TRESCHAK | ||||||
| 3 | 250 ELM STREET | MARSHFIELD | MA | 02050 | $333,333 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $7,100 | Amt |
| Net Investment Income | $7,100 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE PUBLICLY TRADED STOCK - LIST AVAILABLE ON REQUEST | StockNm |
| EOY Book Value | $1,691,688 | EOYBookValueAmt |
| EOYFMV | $1,775,744 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $0 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $260,875 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $263,764 | StateLocalSecEOYFMVAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| MORGAN STANLEY 1099-MISC | $6 | $6 | $6 |
| ENTERPRISE PRODUCTS PARTNERS LP - ORD LOSS | -$475 | -$475 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $21,421 | Amt |
| Net Investment Income | $21,421 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| GARY DARMAN | |||
| 25 RECREATION PARK DRIVE STE 204 | HINGHAM | MA | 02043 |
| LINDA DARMAN | |||
| 3 BATTERY WHARF 3506 | BOSTON | MA | 02118 |
| SHEILA TRESCHAK | |||
| 250 ELM STREET | MARSHFIELD | MA | 02050 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $121 | $121 | $0 |
| FEDERAL TAXES | $1,651 | $0 | $0 |
Comments