FRAZZOLI-CASSI FAMILY FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- FRAZZOLI-CASSI FAMILY FOUNDATION (EIN 82-3342245)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-03
- IRS object ID
- 202243079349101639
- 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
- Schedule B
- Depreciation Schedule
- General Explanation Attachment
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-03T20:57:14-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FOUNDATION SOURCE | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE HOLLOW LN STE 212 | AddressLine1Txt |
| City | LAKE SUCCESS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | 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 | 823342245 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Frazzoli-Cass Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | FRAZ | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EMILIO FRAZZOLI | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2022-10-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | EMILIO | PersonFirstNm |
| Person Last | FRAZZOLI | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
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 | $2,555,069 | 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 | $1,549,495 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $63 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $63 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $7,499 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $7,499 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $127,139 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $597,972 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $127,162 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,684,196 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $134,724 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $8,292 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,012 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $5,280 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,980 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $10,302 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $60 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $10,242 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $21,574 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,072 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $15,522 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $177,762 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $177,762 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $199,336 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,072 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $193,284 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,484,860 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $131,652 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $27,195 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $29,752 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $29,752 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $812,764 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,307,402 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,525,317 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $839,959 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,337,154 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,555,069 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $839,959 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,337,154 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $839,959 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,337,154 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $839,959 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,337,154 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $839,959 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,484,860 | ExcessRevenueOverExpensesAmt |
| Other Increases | $12,335 | OtherIncreasesAmt |
| Subtotal | $2,337,154 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,337,154 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $597,972 | GrossSalesPriceAmt |
| Cost Or Other Basis | $470,810 | CostOrOtherBasisAmt |
| Gain Or Loss | $127,162 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $127,162 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $127,162 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,830 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,830 | SubtotalAmt |
| Tax Based On Investment Income | $1,830 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,805 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $100 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $1,905 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $75 | OverpaymentAmt |
| Applied To ES Tax | $75 | AppliedToESTaxAmt |
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 | DE | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | 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 | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| 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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Romana Cass | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Sec, Treas | 1.0 | $0 | $0 | $0 |
| Emilio Frazzoli | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Pres | 1.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,040,831 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $55,034 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,095,865 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,095,865 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $16,438 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,079,427 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $53,971 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $53,971 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,830 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,830 | TotalTaxAmt |
| Distributable Before Adj | $52,141 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $52,141 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $52,141 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $193,284 | 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 | $193,284 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $52,141 | DistributableAsAdjustedAmt |
| Prior Year1 | 2019 | PriorYear1Yr |
| Prior Year2 | 2018 | PriorYear2Yr |
| Prior Year3 | 2017 | PriorYear3Yr |
| Excess Distribution Cyov Yr4 | $49,981 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $138,204 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $29,986 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $133,208 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $351,379 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $193,284 | QualifyingDistributionsAmt |
| Applied To Current Year | $52,141 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $141,143 | RemainingDistriFromCorpusAmt |
| Total Corpus | $492,522 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $492,522 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $49,981 | ExcessFromYear4Amt |
| Excess From Year3 | $138,204 | ExcessFromYear3Amt |
| Excess From Year2 | $29,986 | ExcessFromYear2Amt |
| Excess From Year1 | $133,208 | ExcessFromYear1Amt |
| Excess From Current Year | $141,143 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Emilio Frazzoli | ContributingManagerNm |
| Contributing Manager | ROMANA CASS | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)
| Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| NOODLES ONLUS | ||||||||||||
| VIA MANCINELLI 100 | ROME | LATIUM | IT | N/A | PC | General & Unrestricted | $23,352 | |||||
| ST PETER SCHOOL | ||||||||||||
| N/A | PC | General & Unrestricted (SEE GENERAL EXPLANATION) | $103,210 | 96 CONCORD AVE | CAMBRIDGE | MA | 02138 | |||||
| ST PETER SCHOOL | ||||||||||||
| N/A | PC | Purchase of Technology support items at the 18th annual dare to dream gala & auction | $1,200 | 96 CONCORD AVE | CAMBRIDGE | MA | 02138 | |||||
| THE CANADIAN COLOMBIAN CHILDREN ORGANIZATION | ||||||||||||
| 940 THE EAST MALL STE 300 | TORONTO | ONTARIO | CA | N/A | PC | General & Unrestricted | $35,000 | M9B 6J7 | ||||
| ST PETER SCHOOL | ||||||||||||
| N/A | PC | GENERAL & UNRESTRICTED | $15,000 | 96 CONCORD AVE | CAMBRIDGE | MA | 02138 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $177,762 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $63 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,499 | 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 | $127,139 | 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 | $134,701 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $134,701 | TotalIncomeProducingActyAmt |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Emilio Frazzoli | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 Summer Lane | AddressLine1Txt |
| City | Belmont | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02478 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,549,495 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (26 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | GLOBANT SA GLOB, 17 sh. | $5,003 | 2021-12-23 |
| 1 | ASML HOLDING NV NY REG SHS ASML, 16 sh. | $12,798 | 2021-12-23 |
| 1 | ALPHABET INC CL C GOOG, 1 sh. | $2,955 | 2021-12-23 |
| 1 | ALPHABET INC CL A GOOGL, 1 sh. | $2,947 | 2021-12-23 |
| 1 | AMAZON COM AMZN, 12 sh. | $41,055 | 2021-12-23 |
| 1 | QUALCOMM INC QCOM, 53 sh. | $9,675 | 2021-12-23 |
| 1 | SEA LTD SE, 27 sh. | $5,943 | 2021-12-23 |
| 1 | SUNNY OPTICAL TECHNOLOGY GROUP ADR SOTGY, 22 sh. | $7,056 | 2021-12-23 |
| 1 | TAIWAN SEMICONDUCTOR MFG CO LTD TSM, 407 sh. | $49,172 | 2021-12-23 |
| 1 | HORIZON THERAPEUTICS PUBLIC ORD SHS HZNP, 743 sh. | $80,801 | 2021-12-27 |
| 1 | AMN HEALTHCARE SVCS AHS, 572 sh. | $23 | 2021-12-27 |
| 1 | BOOT BARN HOLDINGS, INC BOOT, 1500 sh. | $180,593 | 2021-12-27 |
| 1 | WILLIAMS SONOMA INC WSM, 535 sh. | $90,482 | 2021-12-27 |
| 1 | ZEBRA TECHNOLOGIES CORP ZBRA, 160 sh. | $95,240 | 2021-12-27 |
| 1 | MONOLITHIC POWER SYSTEMS, INC MPWR, 176 sh. | $89,130 | 2021-12-27 |
| 1 | NOVANTA INC NOVT, 399 sh. | $69,458 | 2021-12-27 |
| 1 | POOL CORP POOL, 180 sh. | $99,852 | 2021-12-27 |
| 1 | SIMPLICITY BANCORP INC SMPL, 1692 sh. | $68,991 | 2021-12-27 |
| 1 | SIMPSON MANUFACTURING CO INC SSD, 507 sh. | $68,744 | 2021-12-27 |
| 1 | WEST PHARMA SVCS INC WST, 152 sh. | $71,353 | 2021-12-27 |
| 1 | CHARLES RIV LABORATORIES INTL INC CRL, 230 sh. | $85,728 | 2021-12-27 |
| 1 | CLARUS CORP NEW COM CLAR, 3378 sh. | $90,497 | 2021-12-27 |
| 1 | ETSY INC ETSY, 479 sh. | $110,101 | 2021-12-27 |
| 1 | GENERAC HOLDING INC GNRC, 219 sh. | $76,924 | 2021-12-27 |
| 1 | KEYSIGHT TECHNOLOGIES INC KEYS, 255 sh. | $52,367 | 2021-12-27 |
| 1 | MEDPACE HOLDINGS, INC MEDP, 366 sh. | $82,608 | 2021-12-27 |
Depreciation Schedule DepreciationSchedule
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | IN-KIND GRANTS | IdentifierTxt |
| Form And Line Reference | PART I LINE 25 AND PART XIV LINE 3A | FormAndLineReferenceDesc |
| Medium Explanation | DISTRIBUTIONS OF PROPERTY VALUE AT FAIR MARKET VALUE AT DATE OF DISTRIBUTION METHOD FOR DETERMINING FMV OF SECURITIES: AVERAGE OF HIGH/LOW ON DATE GRANTED TO CHARITY METHOD OF DETERMINING BOOK VALUE OF SECURITIES: COST OF AVERAGE OF HIGH/LOW ON DATE CONTRIBUTED TO FOUNDATION TOTAL FAIR MARKET VALUE OF PROPERTY: $103,210 TOTAL BOOK VALUE OF PROPERTY: $90,875 TOTAL CASH PORTION OF GRANTS: $- TOTAL AMOUNT OF GRANTS: $103,210 FORM 990-PF, PART III, LINE 3 - OTHER INCREASES/DECREASES: $12,335 DETAILS OF ITEMS GRANTED: DESCRIPTION OF PROPERTY: ISHARES TRUST RUSSELL 1000 GROWTH INDEX FD UNITS: 380 DATE OF DISTRIBUTION: 6/29/2021 GRANT RECIPIENT: ST. PETER SCHOOL FMV OF PROPERTY: $103,210 BOOK VALUE OF PROPERTY: $90,875 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $103,210 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $103,210 | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (63 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AKAMAI TECH COM STK | $6,445 | $6,905 |
| ALPHABET INC CL A | $2,947 | $2,897 |
| ALPHABET INC CL C | $2,955 | $2,894 |
| AMAZON COM | $41,055 | $40,012 |
| AMN HEALTHCARE SERVICES INC | $23 | $69,973 |
| ASBURY AUTOMOTIVE GR | $6,704 | $5,873 |
| ASML HOLDING NV NY REG SHS | $12,798 | $12,738 |
| AZENTA INC | $6,991 | $7,424 |
| BOOT BARN HOLDINGS, INC | $180,593 | $184,576 |
| BOOZ ALLEN HAMILTON HOLDING CO | $6,466 | $5,766 |
| BURLINGTON STORES, INC | $6,436 | $7,288 |
| CHARLES RIV LABORATORIES INTL | $90,511 | $93,065 |
| CHURCH & DWIGHT | $5,252 | $6,355 |
| CIENA CORP | $4,459 | $6,312 |
| CINTAS CRP | $4,684 | $6,204 |
| CLARUS CORP NEW COM | $90,497 | $93,638 |
| COOPER COMPANIES INC | $5,994 | $6,703 |
| COPART INC | $5,040 | $6,520 |
| DIODES | $4,928 | $6,808 |
| ENTEGRIS INC MINNESOTA | $6,344 | $7,899 |
| ETSY INC | $116,661 | $111,440 |
| FIRST REPUBLIC BANK | $6,182 | $8,260 |
| FLOOR AND DECOR HOLDINGS | $6,438 | $8,191 |
| GENERAC HOLDING INC | $81,744 | $83,405 |
| GLOBANT SA | $5,003 | $5,340 |
| HORIZON THERAPEUTICS PUBLIC OR | $87,029 | $88,794 |
| HUNTINGTON INGALLS INDUSTRIES | $6,207 | $6,909 |
| IDEX CP | $6,086 | $7,326 |
| ISHARE SP SMALL CAP 600 INDEX | $65,177 | $79,012 |
| ISHARES CORE MSCI EAFE ETF | $45,692 | $49,860 |
| ISHARES TR LEHMAN INTER GOVT C | $89,988 | $87,360 |
| ISHARES TRUST RUSSELL 1000 GRO | $239,623 | $306,202 |
| ISHARES US MEDICAL DEVICES IND | $17,548 | $28,052 |
| KEYSIGHT TECHNOLOGIES INC | $57,112 | $59,268 |
| MASCO CORP | $6,500 | $7,794 |
| MCCORMICK & CO | $6,491 | $6,859 |
| MEDPACE HOLDINGS, INC | $82,608 | $79,656 |
| METTLER-TOLEDO INTL | $6,306 | $8,486 |
| MONOLITHIC POWER SYSTEMS, INC | $95,501 | $94,719 |
| NEUROCRINE BIOSCIENCES, INC | $6,565 | $4,940 |
| NOVANTA INC | $69,458 | $70,356 |
| PAYCOM SOFTWARE | $6,128 | $6,228 |
| POOL CORP | $103,934 | $108,106 |
| QUALCOMM INC | $9,675 | $9,692 |
| QUALYS INC COM | $6,386 | $7,135 |
| RAYMOND JAMES FINANCIAL INC | $4,499 | $6,526 |
| RESMED INC | $6,239 | $7,554 |
| SEA LTD | $5,943 | $6,040 |
| SIMPLICITY BANCORP INC | $68,991 | $70,336 |
| SIMPSON MANUFACTURING CO INC | $68,744 | $70,508 |
| SKYWORKS SOLUTIONS, INC | $6,496 | $6,206 |
| SPS COMMERCE, INC | $7,954 | $8,114 |
| STERIS PLC | $6,443 | $8,276 |
| SUN COMMUNITIES INC | $4,469 | $6,509 |
| SUNNY OPTICAL TECHNOLOGY GROUP | $7,056 | $6,964 |
| TAIWAN SEMICONDUCTOR MFG CO LT | $49,172 | $48,966 |
| TAKE-TWO INTERACTIVE SOFTWARE | $6,393 | $5,509 |
| TECHNOLOGY SPDR | $16,581 | $31,992 |
| TELEDYNE TECH INC | $6,523 | $7,427 |
| THORNBURG DEVELOPING WORLD FD | $50,000 | $44,604 |
| WEST PHARMA SVCS INC | $75,562 | $77,856 |
| WILLIAMS SONOMA INC | $95,445 | $96,911 |
| ZEBRA TECHNOLOGIES CORP | $99,728 | $101,779 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $10,217 | $10,217 | |
| Bank Charges | $60 | $60 | |
| State or Local Filing Fees | $25 | $25 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GRANTS OF PUBLICLY TRADED SECURITIES | Desc |
| Amt | $12,335 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Investment Management Services | $3,012 | $3,012 | |
| PHILANTHROPIC CONSULTING SVCS | $5,280 | $5,280 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2021 | $1,800 |
| 990-PF Extension for 2020 | $1,180 |
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