TOPOL FAMILY FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- TOPOL FAMILY FOUNDATION INC (EIN 81-4872133)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-14
- IRS object ID
- 202233189349101418
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-14T08:18:06-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 HIGHWOOD DRIVE | AddressLine1Txt |
| City | TEWKSBURY | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01876 | 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 | 814872133 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TOPOL FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TOPO | BusinessNameControlTxt |
| Phone | 5088461492 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 760994 | AddressLine1Txt |
| City | MELROSE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02176 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SIDNEY TOPOL | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 5088461492 | PhoneNum |
| Signature | 2022-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SIDNEY | PersonFirstNm |
| Person Last | TOPOL | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JEFFREY R ARSENAULT CPAPFS MST CFP | PreparerPersonNm |
| PTIN | P00091325 | PTIN |
| Phone | 9785575300 | PhoneNum |
| Preparation | 2022-11-10 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| 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 | $145,899 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $2 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $2 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $1,922 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,922 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $1,922 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $20,008 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $177,451 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $20,008 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $21,932 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $21,932 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $1,924 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $8,070 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $8,070 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,943 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $280 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $280 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $10,293 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $8,350 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $211,200 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $211,200 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $221,493 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $8,350 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $211,200 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$199,561 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $13,582 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,924 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $80,535 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $10,812 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $10,812 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $241,560 | CorporateStockBOYAmt |
| Corporate Stock EOY | $111,722 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $135,087 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $322,095 | TotalAssetsBOYAmt |
| Total Assets EOY | $122,534 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $145,899 | 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 | $322,095 | RetainedEarningBOYAmt |
| Retained Earning EOY | $122,534 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $322,095 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $122,534 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $322,095 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $122,534 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $322,095 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$199,561 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $122,534 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $122,534 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| MORGAN STANLEY ACCT - 3441 | 2021-12-31 | $124,907 | $108,404 | $16,503 | $16,503 |
| MORGAN STANLEY ACCT - 3441 | 2021-12-31 | $52,544 | $49,039 | $3,505 | $3,505 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $20,008 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $16,503 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $189 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $189 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $189 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | 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 | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $189 | TaxDueAmt |
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 | 0 | 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 | LINDA FENNELL | IndividualWithBooksNm |
| Phone | 5088461492 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 33 COMMONWEALTH AVE | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02116 | 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 (7 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 |
|---|---|---|---|---|---|---|---|---|
| SIDNEY TOPOL | ||||||||
| 575 SANCTUARY DRIVE APT 302 | LONGBOAT KEY | FL | 34228 | PRESIDENT/DIRECTOR | 2.00 | $0 | $0 | $0 |
| LINDA FENNELL | ||||||||
| 9 CLINTON ROAD | MELROSE | MA | 02176 | TREASURER | 2.00 | $0 | $0 | $0 |
| DEBORAH SHEIN | ||||||||
| 400 JACOB ST | SEEKONK | MA | 02771 | CLERK | 2.00 | $0 | $0 | $0 |
| MARTHA STOLZER | ||||||||
| 5 PLEASANT POINT DRIVE | PORTSMOUTH | NH | 03801 | VICE PRESIDENT | 2.00 | $0 | $0 | $0 |
| JOANNE OSTROFF | ||||||||
| 1105 ARMADA DRIVE | PASADENA | CA | 91103 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| MARTHA STOLZER | ||||||||
| 5 PLEASANT POINT DRIVE | PORTSMOUTH | NH | 03801 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| DEBORAH SHEIN | ||||||||
| 400 JACOB ST | SEEKONK | MA | 02771 | DIRECTOR | 0.00 | $0 | $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 | $223,936 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $19,092 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $243,028 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $243,028 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,645 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $239,383 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $11,969 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $11,969 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $189 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $189 | TotalTaxAmt |
| Distributable Before Adj | $11,780 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $11,780 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $11,780 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $211,200 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $211,200 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $11,780 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $238,898 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $578,402 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $946,142 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $681,309 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,444,751 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $211,200 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $11,780 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $199,420 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,644,171 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,644,171 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $238,898 | ExcessFromYear4Amt |
| Excess From Year3 | $578,402 | ExcessFromYear3Amt |
| Excess From Year2 | $946,142 | ExcessFromYear2Amt |
| Excess From Year1 | $681,309 | ExcessFromYear1Amt |
| Excess From Current Year | $199,420 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (45 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ABRAHAMIC REUNION | ||||||||
| 2372 ARDEN DRIVE | SARASOTA | FL | 34232 | NONE | 501 (C)(3) | PROGRAM SUPPORT | $5,000 | |
| ALBERT EINSTEIN INSTITUTION INC | ||||||||
| PO BOX 455 | EAST BOSTON | MA | 02128 | NONE | 501 (C)(3) | PROGRAM SUPPORT | $10,000 | |
| ALZHEIMER'S ASSOCIATION | ||||||||
| MA/NH CHAPTER PO BOX 96011 | WASHINGTON | DC | 200906011 | NONE | 501 (C)(3) | PROGRAM SUPPORT | $500 | |
| AMERICAN FRIENDS OF COMBATANTS FOR PEACE | ||||||||
| PO BOX 27671 | SAN FRANCISCO | CA | 94127 | NONE | 501 (C)(3) | PROGRAM SUPPORT | $2,000 | |
| AMERICAN FRIENDS OF COMBATANTS FOR PEACE | ||||||||
| PO BOX 27671 | SAN FRANCISCO | CA | 94127 | NONE | 501 (C)(3) | PROGRAM SUPPORT | $500 | |
| AMERICAN'S FOR PEACE NOW | ||||||||
| 1320 19TH STREET NW SUITE 400 | WASHINGTON | DC | 200361635 | NONE | 501 (C)(3) | PROGRAM SUPPORT | $12,500 | |
| AMERICAN'S FOR PEACE NOW | ||||||||
| 1320 19TH STREET NW SUITE 400 | WASHINGTON | DC | 200361635 | NONE | 501 (C)(3) | PROGRAM SUPPORT | $7,500 | |
| BEND THE ARC | ||||||||
| ATTN TRACY LIN PO BOX 1320 | SENECA | SC | 29679 | NONE | 501 (C)(3) | PROGRAM SUPPORT | $500 | |
| BLACK ECONOMIC JUSTIVE | ||||||||
| 321 BLUE HILL AVE | DORCHESTER | MA | 02122 | NONE | 501 (C)(3) | PROGRAM SUPPORT | $1,000 | |
| BOSTON LATIN SCHOOL ASSOCIATION | ||||||||
| ATTN PETER KELLY 27 SCHOOL STREET | BOSTON | MA | 02108 | NONE | 501 (C)(3) | PROGRAM SUPPORT | $2,000 | SUITE 300 |
| BOSTON WORKERS CIRCLE | ||||||||
| CENTER FOR JEWISH CULTURE SOCIAL | BROOKLINE | MA | 02446 | NONE | 501 (C)(3) | PROGRAM SUPPORT | $500 | JUSTIC 6 WEBSTER ST |
| BRANDEIS UNIVERSITY-THE HELLER SCHOOL | ||||||||
| 415 SOUTH STREET MS 035 | WALTHAM | MA | 024532728 | NONE | 501 (C)(3) | PROGRAM SUPPORT | $15,000 | |
| CARE USA | ||||||||
| 151 ELLIS STREET NE | ATLANTA | GA | 30303 | NONE | 501 (C)(3) | PROGRAM SUPPORT | $1,000 | |
| CENTER FOR AMERICAN PROGRESSS | ||||||||
| ATTN DEVELOPMENT 1333H STREET NW | WASHINGTON | DC | 20005 | NONE | 501 (C)(3) | PROGRAM SUPPORT | $300 | SUITE 100E |
| CENTER FOR JEWISH NONVIOLENCE | ||||||||
| CENTER FOR JEWISH NONVIOLENCE PO | FRIENDSHIP STATION NW | DC | 20016 | NONE | 501 (C)(3) | PROGRAM SUPPORT | $1,000 | BOX 39127 |
| CIRCLE OF NATIONS INC | ||||||||
| 67 ADAMS ST | LYNN | MA | 01902 | NONE | 501 (C)(3) | PROGRAM SUPPORT | $12,500 | |
| CITY YEAR NEW HAMPSHIRE | ||||||||
| 848 ELM STREET SUITE 201 | MANCHESTER | NH | 03101 | NONE | 501 (C)(3) | PROGRAM SUPPORT | $1,000 | |
| CYSTIC FIBROSIS FOUNDATION | ||||||||
| 220 NORTH MAIN STREET SUITE 104 | NATICK | MA | 01760 | NONE | 501 (C)(3) | PROGRAM SUPPORT | $10,000 | |
| ED VESTORS | ||||||||
| 140 CLAREDON STREET SUITE 401 | BOSTON | MA | 02116 | NONE | 501 (C)(3) | PROGRAM SUPPORT | $200 | |
| ENCOUNTER PROGRAMS | ||||||||
| 25 BROADWAY FLOOR 9 | NEW YORK | NY | 10004 | NONE | 501 (C)(3) | PROGRAM SUPPORT | $500 | |
| EXTEND | ||||||||
| C/O SAM SUSSMAN 29 GOSHEN ROAD | CHESTER | NY | 10918 | NONE | 501 (C)(3) | PROGRAM SUPPORT | $1,500 | |
| FRIENDS OF TAGHYEERFTM | ||||||||
| PO BOX 1280 | AMHERST | MA | 01004 | NONE | 501 (C)(3) | PROGRAM SUPPORT | $10,000 | |
| HARVARD UNIVERSITY-FELLOWS | ||||||||
| PO BOX 419209 | BOSTON | MA | 022419209 | NONE | 501 (C)(3) | PROGRAM SUPPORT | $30,000 | |
| HARVARD UNIVERSITY-FELLOWS | ||||||||
| PO BOX 419209 | BOSTON | MA | 022419209 | NONE | 501 (C)(3) | PROGRAM SUPPORT | $30,000 | |
| HIAS REFUGEES | ||||||||
| 1300 SPRING ST SUITE 500 | SILVER SPRING | MD | 20910 | NONE | 501 (C)(3) | PROGRAM SUPPORT | $3,500 | |
| JALSA | ||||||||
| 11 BEACON STREET STE 722 | BOSTON | MA | 02108 | NONE | 501 (C)(3) | PROGRAM SUPPORT | $500 | |
| JALSA | ||||||||
| 11 BEACON STREET STE 722 | BOSTON | MA | 02108 | NONE | 501 (C)(3) | PROGRAM SUPPORT | $1,500 | |
| LOUIS D BROWN PEACE INSTITUTE | ||||||||
| 15 CHRISTOPHER STREET | DORCHESTER | MA | 02122 | NONE | 501 (C)(3) | PROGRAM SUPPORT | $500 | |
| MUSEUM OF FINE ARTS BOSTON | ||||||||
| PATRON PROGRAM 465 HUNTINGTON | BOSTON | MA | 02115 | NONE | 501 (C)(3) | PROGRAM SUPPORT | $1,000 | AVENUE |
| NATIONAL WOMEN'S HEALTH NETWORK | ||||||||
| 1413 K STREET NW 4TH FLOOR | WASHINGTON | DC | 20005 | NONE | 501 (C)(3) | PROGRAM SUPPORT | $5,000 | |
| NEW ISRAEL FUND | ||||||||
| PO BOX 177 | LEWISTON | ME | 042430177 | NONE | 501 (C)(3) | PROGRAM SUPPORT | $9,500 | |
| PARTNERS FOR A PROGRESSIVE ISRAEL | ||||||||
| 601 WEST 26TH ST SUITE 325-30 | NEW YORK | NY | 10001 | NONE | 501 (C)(3) | PROGRAM SUPPORT | $1,000 | |
| PARTNERS FOR A PROGRESSIVE ISRAEL | ||||||||
| 601 WEST 26TH ST SUITE 325-30 | NEW YORK | NY | 10001 | NONE | 501 (C)(3) | PROGRAM SUPPORT | $500 | |
| PATRIOTIC MILLIONAIRES RESEARCH CENTER | ||||||||
| C/O TESSERACT RESEARCH CENTER INC | WASHINGTON | DC | 20006 | NONE | 501 (C)(3) | PROGRAM SUPPORT | $500 | 1701 K STREET NW STE 750 |
| PINE STREET INN | ||||||||
| 444 HARRISON AVE | BOSTON | MA | 02118 | NONE | 501 (C)(3) | PROGRAM SUPPORT | $300 | |
| PINE STREET INN | ||||||||
| 444 HARRISON AVE | BOSTON | MA | 02118 | NONE | 501 (C)(3) | PROGRAM SUPPORT | $500 | |
| PLANNED PARENTHOOD OF GREATER TEXAS | ||||||||
| 7424 GREENVILLE AVENUE SUITE 206 | DALLAS | TX | 75231 | NONE | 501 (C)(3) | PROGRAM SUPPORT | $10,000 | |
| QUINCY INST FOR RESPONSIBLE STATECRAFT | ||||||||
| 116 E16TH STREET 8/F | NEW YORK | NY | 10003 | NONE | 501 (C)(3) | PROGRAM SUPPORT | $2,000 | |
| RURAL WOMEN'S HEALTH PROJECT | ||||||||
| 1108 SW 2ND AVENUE | GAINSVILLE | FL | 32601 | NONE | 501 (C)(3) | PROGRAM SUPPORT | $2,000 | |
| SAVE THE CHILDREN | ||||||||
| 501 KINGS HIGHWAY EAST SUITE 400 | FAIRFIELD | CT | 06825 | NONE | 501 (C)(3) | PROGRAM SUPPORT | $150 | |
| SILENT SPRING INSTITUTE | ||||||||
| 320 NEVADA ST STE 302 | NEWTON | MA | 02460 | NONE | 501 (C)(3) | PROGRAM SUPPORT | $500 | |
| THE FLETCHER SCHOOL OF LAW AND DIPLOMACY | ||||||||
| OFFICE OF DEVELOPMENT AND ALUMNI | MEDFORD | MA | 02155 | NONE | 501 (C)(3) | PROGRAM SUPPORT | $15,000 | RELATION 160 PACKARD AVE |
| T'RUAH | ||||||||
| 266 WEST 37TH STREET SUITE 803 | NEW YORK | NY | 10018 | NONE | 501 (C)(3) | PROGRAM SUPPORT | $750 | |
| UMASS HILLEL AMHERST | ||||||||
| 388 NORTH PLEASANT ST | AMHERST | MA | 01002 | NONE | 501 (C)(3) | PROGRAM SUPPORT | $1,000 | |
| WIDEN THE CIRCLE | ||||||||
| C/O THE OBERMAYER FOUNDATION 15 | DEDHAM | MA | 02026 | NONE | 501 (C)(3) | PROGRAM SUPPORT | $500 | GREY STONE PATH |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $211,200 | 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 | $2 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,922 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $20,008 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $21,932 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $21,932 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING EXPENSE | CategoryTxt |
| Amt | $8,070 | Amt |
| Net Investment Income | $8,070 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | STOCKS | StockNm |
| EOY Book Value | $111,722 | EOYBookValueAmt |
| EOYFMV | $135,087 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| OFFICE SUPPLIES | $34 | $34 | $0 | $0 |
| POSTAGE, MAILING SERVICE | $246 | $246 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FEDERAL TAX EXPENSE | $1,693 | $0 | $0 | $0 |
| OTHER TAX EXPENSE | $250 | $0 | $0 | $0 |
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