EPISODE FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
EPISODE FOUNDATION (EIN 20-0922618)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-11-02
IRS object ID
202203069349101025
Schema version
2021v4.2
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)
Return2022-11-02T14:28:04-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN043245662PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1DAVIES & MONAHAN PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11 BATTERYMARCH PARK STE 101AddressLine1Txt
CityQUINCYCityNm
State AbbreviationMAStateAbbreviationCd
ZIP021697454ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN200922618EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE EPISODE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlEPISBusinessNameControlTxt
Phone6175423133PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 52568AddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02205ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJAKE LEMLEPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone6175933133PhoneNum
Signature2022-10-24SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJAKEPersonFirstNm
Person LastLEMLEPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSUZANNE M MONAHANPreparerPersonNm
PTINP00077791PTIN
Phone6177699600PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,432,050FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$2InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$2InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$19,465DividendsRevAndExpnssAmt
Dividends Net Invst Incm$19,465DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$764,629NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$770,065GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$764,629CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$784,096TotalRevAndExpnssAmt
Total Net Invst Incm$784,096TotalNetInvstIncmAmt
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$2,313AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,313AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$51OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$51OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$275TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$275TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$194OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$2,833TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$2,364TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$275TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$215,600ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$215,600ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$218,433TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$2,364TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$215,875TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$565,663ExcessRevenueOverExpensesAmt
Net Investment Income$781,732NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$24,938SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$58,091SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$58,091SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$76,405OtherInvestmentsBOYAmt
Other Investments EOY$608,915OtherInvestmentsEOYAmt
Other Investments EOYFMV$2,373,959OtherInvestmentsEOYFMVAmt
Total Assets BOY$101,343TotalAssetsBOYAmt
Total Assets EOY$667,006TotalAssetsEOYAmt
Total Assets EOYFMV$2,432,050TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$101,343RetainedEarningBOYAmt
Retained Earning EOY$667,006RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$101,343TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$667,006TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$101,343TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$667,006TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$101,343TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$565,663ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$667,006SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$667,006TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
APPLE INCP1995-12-052021-09-30$707,496$1,751$705,745$705,745
FRONTIER COMMUNICATIONS CORPP1993-02-042021-05-04$217-$217-$217
ORACLE CORPP1998-02-132021-09-01$62,569$3,468$59,101$59,101
FieldValueIRS element (for citing)
Capital Gain Net Income$764,629CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$10,866InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$10,866SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$10,866TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$676EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$15,623ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$16,299TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$5,433OverpaymentAmt
Applied To ES Tax$5,433AppliedToESTaxAmt
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 Satisfied0Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
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
Individual With BooksTHE FOUNDATIONIndividualWithBooksNm
Phone6175933133PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line133 SLEEPER STREET 606AddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02210ZIPCd
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
DOUGLAS L LEMLE
33 SLEEPER STREET 606BOSTONMA02210PRESIDENT2.00$0$0$0
JAKE LEMLE
33 SLEEPER STREET 606BOSTONMA02210DIRECTOR2.00$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)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$2,131,049AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$15,794AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,146,843TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,146,843AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$32,203CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,114,640NetVlNoncharitableAssetsAmt
Minimum Investment Return$105,732MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$105,732MinimumInvestmentReturnAmt
Tax Based On Investment Income$10,866TaxBasedOnInvestmentIncomeAmt
Total Tax$10,866TotalTaxAmt
Distributable Before Adj$94,866DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$94,866DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$94,866DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$215,875ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$215,875QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$94,866DistributableAsAdjustedAmt
Undistributed Income PY$5,002UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$215,875QualifyingDistributionsAmt
Applied To Year1$5,002AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$94,866AppliedToCurrentYearAmt
Remaining Distri From Corpus$116,007RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$116,007TotalCorpusAmt
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$116,007ExcessDistriCyovToNextYrAmt
Excess From Current Year$116,007ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerDOUGLAS L LEMLEContributingManagerNm
Contributing ManagerJAKE LEMLEContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (43 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ARTS & BUSINESS COUNCIL OF GREATER BOSTON
15 CHANNEL CENTER ST UNIT 103BOSTONMA02210PUBLIC CHARITYCHARITABLE GIFT$10,000
BOSTON BALLET
19 CLARENDON STREETBOSTONMA02116PUBLIC CHARITYCHARITABLE GIFT$10,000
ARTIST FOR HUMANITY
100 WEST 2ND STREETBOSTONMA02127PUBLIC CHARITYCHARITABLE GIFT$30,000
ARTS AFTER HOURS
25 EXCHANGE STLYNNMA01901PUBLIC CHARITYCHARITABLE GIFT$1,000
CHARLES RIVER WATERSHED ASSOCIATION
41 WEST ST SUITE 800BOSTONMA02111PUBLIC CHARITYCHARITABLE GIFT$10,000
BOSTON HARBOR NOW
15 STATE STREET 11TH FLOORBOSTONMA02109PUBLIC CHARITYCHARITABLE GIFT$1,000
BOYS & GIRLS CLUBS OF AMERICA LYNN MA
25 N COMMON STREETLYNNMA01902PUBLIC CHARITYCHARITABLE GIFT$1,000
BOYS & GIRLS CLUBS OF AMERICA SOUTH BOSTON
230 W 6TH STREETBOSTONMA02127PUBLIC CHARITYCHARITABLE GIFT$1,000
CONSERVATION LAW FOUNDATION
62 SUMMER STBOSTONMA02110PUBLIC CHARITYCHARITABLE GIFT$2,000
DOCTORS WITHOUT BORDERS
333 7TH AVENEW YORKNY10001PUBLIC CHARITYCHARITABLE GIFT$2,000
ENVIRONMENT MA
294 WASHINGTON ST SUITE 500BOSTONMA02108PUBLIC CHARITYCHARITABLE GIFT$1,000
FRIENDS OF NAHANT LIBRARY
15 PLEASANT STREETNAHANTMA01908PUBLIC CHARITYCHARITABLE GIFT$2,000
GEORGTOWN UNIVERSITY
3700 O ST NWWASHINGTONDC20057PUBLIC CHARITYCHARITABLE GIFT$1,000
KULA HOSPITAL
100 KEOKEA PLACEKULAHI96790PUBLIC CHARITYCHARITABLE GIFT$1,000
LYNN MUSEUMLYNNARTS
590 WASHINGTON STREETLYNNMA01901PUBLIC CHARITYCHARITABLE GIFT$1,000
MASS INSTITUE OF TECHNOLOGY
77 MASSACHUSETTS AVENUECAMBRIDGEMA02139PUBLIC CHARITYCHARITABLE GIFT$2,000
MERCY SHIPS
PO BOX 2020GARDEN VALLEYTX75771PUBLIC CHARITYCHARITABLE GIFT$2,000
MUSEUM OF FINE ARTS
465 HUNTINGTON AVENUEBOSTONMA02115PUBLIC CHARITYCHARITABLE GIFT$5,000
MY BROTHER TABLE
98 WILLOW STREETLYNNMA01901PUBLIC CHARITYCHARITABLE GIFT$2,000
NAHANT HISTORICAL SOCIETY
41 VALLEY ROADNAHANTMA01908PUBLIC CHARITYCHARITABLE GIFT$10,000
NAHANT SWIM INC
41 VALLEY ROADNAHANTMA01908PUBLIC CHARITYCHARITABLE GIFT$500
OCEAN CONSERVANCY
1300 19TH ST NW 8TH FLOORWASHINGTONDC20036PUBLIC CHARITYCHARITABLE GIFT$1,000
PARTNERS IN HEALTH
800 BOYLSTON STREET SUITE 300BOSTONMA02199PUBLIC CHARITYCHARITABLE GIFT$2,000
PERKINS SCHOOL FOR THE BLIND
175 NORTH BEACON STREETWATERTOWNMA02472PUBLIC CHARITYCHARITABLE GIFT$2,000
ROSIE'S PLACE
889 HARRISON AVEBOSTONMA02118PUBLIC CHARITYCHARITABLE GIFT$2,000
SAVE THE HARBORSAVE THE BAY
212 NORTHERN AVE 304BOSTONMA02210PUBLIC CHARITYCHARITABLE GIFT$1,000
SOUTH BOSTON HEALTH CENTER
409 WEST BROADWAYSOUTH BOSTONMA02127PUBLIC CHARITYCHARITABLE GIFT$2,000
THE ELIOT SCHOOL
24 ELIOT STREETJAMAICA PLAINMA02130PUBLIC CHARITYCHARITABLE GIFTCHARITABLE GIFT$2,000
THE FARM SCHOOL
488 MOORE HILL ROADATHOLMA01331PUBLIC CHARITYCHARITABLE GIFT$2,000
THE HOME OF LITTLE WANDERERS
10 GUEST STREETBOSTONMA02135PUBLIC CHARITYCHARITABLE GIFT$1,000
THE INSTITUTE OF CONTEMPORARY ARTBOSTON
25 HARBOR SHORE DRIVEBOSTONMA02210PUBLIC CHARITYCHARITABLE GIFT$53,000
THE ITALIAN HOME FOR CHILDREN
1125 CENTRE STREETBOSTONMA02130PUBLIC CHARITYCHARITABLE GIFT$1,000
THE OLD SCHWAMB MILL
17 MILL LANEARLINGTONMA02476PUBLIC CHARITYCHARITABLE GIFT$2,000
WBUR
890 COMMONWEALTH AVEUNEBOSTONMA02215PUBLIC CHARITYCHARITABLE GIFT$600
AMERICAN REPERTORY THEATER
64 BRATTLE STREETCAMBRIDGEMA02138PUBLIC CHARITYCHARITABLE GIFT$2,000
826 BOSTON
3035 WASHINGTON STROXBURYMA02119PUBLIC CHARITYCHARITABLE GIFT$10,000
CRADLES TO CRAYONS
281 NEWTONVILLE AVENUENEWTONVILLEMA02460PUBLIC CHARITYCHARITABLE GIFT$1,000
ESPLANADE ASSOCIATION
575 BOYLSTON ST SUITE 4RBOSTONMA02116PUBLIC CHARITYCHARITABLE GIFT$10,000
GRUBSTREET
50 LIBERTY DRIVE SUITE 500BOSTONMA02210PUBLIC CHARITYCHARITABLE GIFT$5,000
HORIZONS FOR HOMELESS CHILDREN
1785 COLUMBUS AVEROXBURYMA02119PUBLIC CHARITYCHARITABLE GIFT$10,000
LIVABLESTREETS ALLIANCE
100 SIDENY STCAMBRIDGEMA02139PUBLIC CHARITYCHARITABLE GIFT$5,000
NOW THERE INC
186 SOUTH ST STE 302BOSTONMA02111PUBLIC CHARITYCHARITABLE GIFT$1,000
THE RECORD CO
960 MASS AVEBOSTONMA02118PUBLIC CHARITYCHARITABLE GIFT$4,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$215,600TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$19,465ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$764,629ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$784,096ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$784,096TotalIncomeProducingActyAmt

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)
CategoryACCOUNTINGCategoryTxt
Amt$2,313Amt
Net Investment Income$2,313NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemINVESTMENTS WITH BROKERCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$608,915BookValueAmt
EOYFMV$2,373,959EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescFEDERAL TAXESDesc
Revenue And Expenses Per Books$194RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryOFFICE SUPPLIESCategoryTxt
Amt$51Amt
Net Investment Income$51NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategorySTATE TAXES - NYCategoryTxt
Amt$275Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$275DisbursementsCharitablePrpsAmt

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.