CHARLES B & LOUIS R PERINI FAMILY FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- CHARLES B & LOUIS R PERINI FAMILY FOUNDATION INC (EIN 04-6118587)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-09-29
- IRS object ID
- 202202729349100720
- Schema version
- 2021v4.1
- 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
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-09-29T13:00:42-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 2021-01-01 | 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 | 2022-05-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KAREN J KISER | PreparerPersonNm |
| PTIN | P00146417 | PTIN |
| Phone | 8888663275 | PhoneNum |
| Preparation | 2022-05-10 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,952,295 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $33,629 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $33,629 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $98,152 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $272,736 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $98,152 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $131,781 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $131,781 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $17,911 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $10,747 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $7,165 | 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 | $3,401 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $918 | 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 | $22,597 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $12,415 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,700 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $68,730 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $68,730 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $91,327 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $12,415 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $76,430 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $40,454 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $119,366 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $88,769 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $65,711 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $65,711 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $1,419,649 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,483,098 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,886,584 | CorporateStockEOYFMVAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,508,418 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,548,809 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,952,295 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,508,418 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,548,809 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,508,418 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,548,809 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,508,418 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,548,809 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,508,418 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $40,454 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,548,872 | SubtotalAmt |
| Other Decreases | $63 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,548,809 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (48 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 96. VANGUARD FTSE DEVELOPED MARKETS ETF | 2017-03-27 | 2021-01-29 | $4,495 | $3,771 | $724 | $724 | |
| 21. VANGUARD TOTAL INTERNATL BOND ETF | 2019-01-31 | 2021-01-29 | $1,222 | $1,152 | $70 | $70 | |
| 227. VANGUARD TOTAL INTERNATL BOND ETF | 2019-01-31 | 2021-01-29 | $13,199 | $12,452 | $747 | $747 | |
| 62. VANGUARD 500 INDEX FUND SHS ETF | 2016-07-06 | 2021-01-29 | $21,129 | $11,916 | $9,213 | $9,213 | |
| 46. VANGUARD MID-CAP ETF | 2020-01-21 | 2021-01-29 | $9,455 | $8,417 | $1,038 | $1,038 | |
| 606.015 JP MORGAN U.S. LARGE CAP CORE PLUS FUND CL R6 | 2018-10-08 | 2021-09-17 | $17,326 | $19,875 | -$2,549 | -$2,549 | |
| 67. VANGUARD 500 INDEX FUND SHS ETF | 2016-07-06 | 2021-09-17 | $27,365 | $12,877 | $14,488 | $14,488 | |
| 95. VANGUARD MID-CAP ETF | 2020-01-21 | 2021-09-17 | $23,206 | $17,382 | $5,824 | $5,824 | |
| 573.306 JP MORGAN U.S. LARGE CAP CORE PLUS FUND CL R6 | 2018-10-08 | 2021-11-30 | $17,211 | $18,802 | -$1,591 | -$1,591 | |
| 91. VANGUARD 500 INDEX FUND SHS ETF | 2016-07-06 | 2021-11-30 | $38,272 | $17,490 | $20,782 | $20,782 | |
| 33. ISHARES CORE TOT U S BD MKT ETF | 2017-03-27 | 2021-12-08 | $3,767 | $3,583 | $184 | $184 | |
| 72. ISHARES S&P SMALLCAP 600 INDEX FUND | 2018-10-08 | 2021-12-08 | $8,290 | $5,995 | $2,295 | $2,295 | |
| 2. ISH USD HIGH YIELD CORPORATE BOND ETF SH | 2020-01-21 | 2021-12-08 | $82 | $83 | -$1 | -$1 | |
| 15. ISH USD HIGH YIELD CORPORATE BOND ETF SH | 2020-01-21 | 2021-12-08 | $616 | $621 | -$5 | -$5 | |
| 176.428 JP MORGAN U.S. LARGE CAP CORE PLUS FUND CL R6 | 2018-10-08 | 2021-12-08 | $5,494 | $5,786 | -$292 | -$292 | |
| 559.889 METRO WEST T/R BD CL I | 2018-10-08 | 2021-12-08 | $6,103 | $5,716 | $387 | $387 | |
| 23. SPDR BLOOMBERG 1-3 MNTH T BILL ETF | 2020-03-23 | 2021-12-08 | $2,103 | $2,108 | -$5 | -$5 | |
| 2. SPDR BLOOMBERG 1-3 MNTH T BILL ETF | 2020-03-23 | 2021-12-08 | $183 | $183 | |||
| 217. VANGUARD FTSE DEVELOPED MARKETS ETF | 2017-03-27 | 2021-12-08 | $11,166 | $8,524 | $2,642 | $2,642 | |
| 12. VANGUARD TOTAL INTERNATL BOND ETF | 2019-01-31 | 2021-12-08 | $686 | $658 | $28 | $28 | |
| 34. VANGUARD FTSE EMERGING MARKETS ETF | 2017-03-02 | 2021-12-08 | $1,714 | $1,202 | $512 | $512 | |
| 50. VANGUARD FTSE EMERGING MARKETS ETF | 2018-09-13 | 2021-12-08 | $2,520 | $1,716 | $804 | $804 | |
| 28. VANGUARD 500 INDEX FUND SHS ETF | 2016-07-06 | 2021-12-08 | $12,072 | $5,382 | $6,690 | $6,690 | |
| 52. VANGUARD MID-CAP ETF | 2020-01-21 | 2021-12-08 | $13,212 | $9,514 | $3,698 | $3,698 | |
| CAPITAL GAIN DIVIDENDS | $32,464 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,464 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,464 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,464 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,464 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,464 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,464 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,464 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,464 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,464 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,464 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,464 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,464 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,464 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,464 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,464 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,464 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,464 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,464 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,464 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,464 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,464 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,464 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,464 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $98,152 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,659 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,659 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,659 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,540 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $119 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $1,659 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| 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 | $17,911 |
| 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 | $1,879,538 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $29,754 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,909,292 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,909,292 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $28,639 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,880,653 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $94,033 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $94,033 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,659 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,659 | TotalTaxAmt |
| Distributable Before Adj | $92,374 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $92,374 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $92,374 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $76,430 | 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 | $76,430 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $92,374 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $68,726 | 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 | $76,430 | QualifyingDistributionsAmt |
| Applied To Year1 | $68,726 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $7,704 | 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 | $84,670 | 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
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE ATTACHED LIST OF CHARITIES | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1802 | AddressLine1Txt |
| City | PROVIDENCE | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02903 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | N/A | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | UNRESTRICTED GENERAL | GrantOrContributionPurposeTxt |
| Amt | $68,730 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $68,730 | 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 | $33,629 | 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 | $98,152 | 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 | $131,781 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $131,781 | 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 (11 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 921943858 VANGUARD FTSE DEVELO | $256,991 | $311,977 |
| 922042858 VANGUARD FTSE EMERGI | $109,987 | $115,390 |
| 592905509 METROPOLITAN WEST TO | $169,505 | $171,177 |
| 464287226 ISHARES CORE U.S. AG | $103,617 | $104,497 |
| 922908363 VANGUARD 500 INDEX F | $193,678 | $355,368 |
| 464287804 ISHARES CORE S&P SMA | $155,588 | $231,883 |
| 92203J407 VANGUARD TOTAL INTER | $18,790 | $18,423 |
| 46435U853 ISH USD HIGH YIELD C | $19,390 | $19,359 |
| 78468R663 SPDR BLOOMBERG 1-3 M | $66,965 | $66,835 |
| 922908629 VANGUARD MID-CAP ETF | $257,554 | $368,397 |
| 48129C603 JP MORGAN U.S. LARGE | $131,033 | $123,278 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TYE INCOME ADJUSTMENT | Desc |
| Amt | $63 | Amt |
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 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX - PRIOR YEAR | $943 | $0 | $0 |
| EXCISE TAX ESTIMATES | $1,540 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $632 | $632 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $286 | $286 | $0 |
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