ROGER MAND MICHELLE S MARINO CHAR FOUN: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- ROGER MAND MICHELLE S MARINO CHAR FOUN (EIN 04-6773605)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-05-07
- IRS object ID
- 202101279349101910
- Schema version
- 2020v4.1
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-07T15:31:04-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 205972245 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARGENT WEALTH MANAGEMENT LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 FIFTH AVE 7TH FLOOR | AddressLine1Txt |
| City | WALTHAM | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02451 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 046773605 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROGER MAND MICHELLE S MARINO CHAR FOUN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROGE | BusinessNameControlTxt |
| Phone | 7812904900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8477 BAY COLONY DRIVE PH 20 | AddressLine1Txt |
| City | NAPLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34108 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROGER M MARINO | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 7812904900 | PhoneNum |
| Signature | 2021-05-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ROGER | PersonFirstNm |
| Person Last | MARINO | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID M DUCHESNEAU | PreparerPersonNm |
| PTIN | P00955846 | PTIN |
| Phone | 7812904900 | PhoneNum |
| Preparation | 2021-05-07 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | 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 | $88,967 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $21 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $21 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $854 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $854 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $30,950 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $431,761 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $30,950 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $31,825 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $31,825 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $18,154 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $18,154 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $12,750 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $12,750 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,719 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,719 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,460 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,460 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $35,083 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $35,083 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $332,781 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $332,781 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $367,864 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $35,083 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $332,781 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$336,039 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $36,153 | CashBOYAmt |
| Cash EOY | $88,967 | CashEOYAmt |
| Cash EOYFMV | $88,967 | CashEOYFMVAmt |
| Corporate Stock BOY | $289,088 | CorporateStockBOYAmt |
| Corporate Stock EOY | $0 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $0 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $99,765 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $4,483 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $4,483 | LandBldgEquipAccumDeprecAmt |
| Total Assets BOY | $425,006 | TotalAssetsBOYAmt |
| Total Assets EOY | $88,967 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $88,967 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $425,006 | CapitalStockBOYAmt |
| Capital Stock EOY | $88,967 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $425,006 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $88,967 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $425,006 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $88,967 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $425,006 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$336,039 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $88,967 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $88,967 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| SCHWAB PORTFOLIO 7739-2346 | P | 2020-01-01 | 2020-12-31 | $282,631 | $255,006 | $27,625 | $27,625 |
| SCHWAB PORTFOLIO 7739-2346 | P | 2020-01-01 | 2020-12-31 | $3 | $3 | $3 | |
| SCHWAB PORTFOLIO 7739-2346 | P | 2002-01-01 | 2020-12-31 | $149,074 | $145,805 | $3,269 | $3,269 |
| SCHWAB PORTFOLIO 7739-2346 | P | 2020-01-01 | 2020-12-31 | $53 | $53 | $53 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $30,950 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $0 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,918 | 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 | $1,918 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,918 | OverpaymentAmt |
| Applied To ES Tax | $1,918 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 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 | ARGENT WEALTH MANAGEMENT LLC | IndividualWithBooksNm |
| Phone | 7812904900 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 FIFTH AVE 7TH FLOOR | AddressLine1Txt |
| City | WALTHAM | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02453 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| MICHELLE S MARINO | ||||||||
| 413-415 COMMONWEALTH AVE | BOSTON | MA | 02215 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| ROGER M MARINO | ||||||||
| 8477 BAY COLONY DRIVE | NAPLES | FL | 34108 | TRUSTEE | 5.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DACE LINARTE | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 163 RUMFORD AVE | AddressLine1Txt |
| City | MANSFIELD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02048 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | OFFICE MANAGER | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 35.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $18,154 | CompensationAmt |
| Employee Benefits | $0 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $129,173 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $109,476 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $238,649 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $238,649 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,580 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $235,069 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $11,753 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $11,753 | MinimumInvestmentReturnAmt |
| Total Tax | $0 | TotalTaxAmt |
| Distributable Before Adj | $11,753 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $11,753 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $11,753 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $332,781 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $332,781 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $332,781 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $11,753 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $302,378 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $388,990 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $352,559 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $559,912 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $959,207 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,563,046 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $332,781 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $11,753 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $321,028 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,884,074 | 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 | $302,378 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,581,696 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $388,990 | ExcessFromYear4Amt |
| Excess From Year3 | $352,559 | ExcessFromYear3Amt |
| Excess From Year2 | $559,912 | ExcessFromYear2Amt |
| Excess From Year1 | $959,207 | ExcessFromYear1Amt |
| Excess From Current Year | $321,028 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MICHELLE S MARINO | ContributingManagerNm |
| Contributing Manager | ROGER M MARINO | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (47 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 15-40 CONNECTION INC | |||||||
| 53 OTIS STREET | WESTBOROUGH | MA | 01581 | NONE | EXEMPT | TO SUPPORT THE COMMUNITY | $15,000 |
| BETH ISRAEL DEACONESS HOSPITAL | |||||||
| 148 CHESTNUT STREET | NEEDHAM | MA | 02492 | NONE | EXEMPT | TO SUPPORT THE COMMUNITY | $20,000 |
| BLOCK ISLAND CONSERVERTORY INC | |||||||
| 25 SPRING | BLOCK ISLAND | RI | 02807 | NONE | EXEMPT | TO SUPPORT THE COMMUNITY | $1,000 |
| BLOCK ISLAND MARITIME INSTITUTE | |||||||
| P O BOX 358 | BLOCK ISLAND | RI | 02807 | NONE | EXEMPT | TO SUPPORT EDUCATIONAL NEEDS | $500 |
| BOSTON CHILDRENS HOSPITAL | |||||||
| 319 LONGWOOD AVENUE | BOSTON | MA | 02118 | NONE | EXEMPT | TO SUPPORT RESEARCH | $5,000 |
| DANA FARBER CANCER INSTITUTE | |||||||
| 375 LONGWOOD AVENUE | BOSTON | MA | 02115 | NONE | EXEMPT | TO SUPPORT CANCER RESEARCH | $10,000 |
| DEDHAM SQUARE CIRCLE | |||||||
| P O BOX 593 | DEDHAM | MA | 02027 | NONE | EXEMPT | TO SUPPORT THE COMMUNITY | $250 |
| FISCAL ALLIANCE FOUNDATION INC | |||||||
| 18 TREMONT STREET SUITE 707 | BOSTON | MA | 02108 | NONE | EXEMPT | TO SUPPORT THE COMMUNITY | $15,000 |
| JHAMTSE INTERNATIONAL | |||||||
| 25 DUGGAN ROAD | ACTON | MA | 01720 | NONE | EXEMPT | TO SUPPORT HUMANITARIAN NEEDS | $10,000 |
| NORTHEASTERN UNIVERSITY | |||||||
| 360 HUNTINGTON AVE | BOSTON | MA | 02115 | NONE | EXEMPT | TO SUPPORT EDUCATIONAL NEEDS | $17,000 |
| PAN MASS CHALLENGE | |||||||
| 77 4TH AVENUE | NEEDHAM | MA | 02494 | NONE | EXEMPT | TO SUPPORT RESEARCH | $512 |
| PINE STREET INN | |||||||
| 444 HARRISON AVE | BOSTON | MA | 02118 | NONE | EXEMPT | TO SUPPORT THE COMMUNITY | $1,000 |
| PROJECT STRETCH INC | |||||||
| 230 POND STREET | NATICK | MA | 01760 | NONE | EXEMPT | TO SUPPORT THE COMMUNITY | $3,000 |
| REVERE HIGH SCHOOL | |||||||
| 101 SCHOOL STREET | REVERE | MA | 02151 | NONE | EXEMPT | TO SUPPORT EDUCATIONAL NEEDS | $15,000 |
| ROSIES PLACE | |||||||
| 889 HARRISON AVE | BOSTON | MA | 02118 | NONE | EXEMPT | TO SUPPORT THE COMMUNITY | $250 |
| SCHOOL YEAR ABROAD | |||||||
| 430 SOUTH UNION STREET | LAWRENCE | MA | 01843 | NONE | EXEMPT | TO SUPPORT THE COMMUNITY | $5,000 |
| SCHULTZ'S GUEST HOUSE | |||||||
| 302 FIFTH AVE 11TH FL | NEW YORK | NY | 10001 | NONE | EXEMPT | TO SUPPORT THE COMMUNITY | $10,000 |
| SUMMIT MONTESSORI SCHOOL | |||||||
| 283 PLEASANT STREET | FRAMINGHAM | MA | 01701 | NONE | EXEMPT | TO SUPPORT EDUCATION | $60,000 |
| THE BINA FARM | |||||||
| 66 CHARLES STREET | BOSTON | MA | 02144 | NONE | EXEMPT | TO SUPPORT THE COMMUNITY | $1,000 |
| THE HOLE IN THE WALL GANG CAMP | |||||||
| 555 LONG WHARF DRIVE | NEW HAVEN | CT | 06511 | NONE | EXEMPT | TO SUPPORT THE COMMUNITY | $1,000 |
| THE HUNDRED CLUB OF MASS INC | |||||||
| 17 GLOUCESTER STREET | BOSTON | MA | 02115 | NONE | EXEMPT | TO SUPPORT THE COMMUNITY | $1,500 |
| THE JOEY FUND CYSTIC FIBROSIS FUND | |||||||
| 220 N MAIL STREET | NATICK | MA | 01760 | NONE | EXEMPT | TO SUPPORT RESEARCH | $500 |
| TUFTS MEDICAL CENTER | |||||||
| 800 WASHINGTON STREET | BOSTON | MA | 02111 | NONE | EXEMPT | TO SUPPORT RESEARCH | $87,500 |
| PROJECT BREAD | |||||||
| 145 BORDER ST | BOSTON | MA | 02128 | NONE | EXEMPT | TO SUPPORT THE COMMUNITY | $1,000 |
| BUILD | |||||||
| 2201 WASHINGTON STREET | ROXBURY | MA | 02119 | NONE | EXEMPT | TO SUPPORT THE COMMUNITY | $10,000 |
| BE THE VILLAGE | |||||||
| 1 SNOW LANE | DOVER | MA | 02030 | NONE | EXEMPT | TO SUPPORT THE COMMUNITY | $7,500 |
| SBS FUND | |||||||
| 40 CAMPUS CENTER WAY | ANHERST | MA | 01003 | NONE | EXEMPT | TO SUPPORT THE COMMUNITY | $1,500 |
| BOSTON POST ADOPTION RESOURCES | |||||||
| 235 CYPRESS ST | BROOKLINE | MA | 02445 | NONE | EXEMPT | TO SUPPORT THE COMMUNITY | $2,500 |
| GRACE ACADEMY | |||||||
| 754 GREENDALE AVENUE | NEEDHAM | MA | 02492 | NONE | EXEMPT | TO SUPPORT EDUCATION | $2,000 |
| HAYMAKERS FOR HOPE | |||||||
| 501 BOYLSTON STREET | BOSTON | MA | 02116 | NONE | EXEMPT | TO SUPPORT THE COMMUNITY | $1,000 |
| SAINT VINCENT DEPAUL | |||||||
| 18 CANTON STREET | STOUGHTON | MA | 02072 | NONE | EXEMPT | TO SUPPORT THE COMMUNITY | $500 |
| MA COVID 19 RELEIF FUND | |||||||
| 9 CHANNEL CENTER STREET SUITE 500 | BOSTON | MA | 02210 | NONE | EXEMPT | TO SUPPORT THE COMMUNITY | $2,500 |
| BOSTON RESILIENCY FUND | |||||||
| 1 CITY HALL SQUARE ROOM M-15 | BOSTON | MA | 02201 | NONE | EXEMPT | TO SUPPORT THE COMMUNITY | $2,569 |
| WINGS FOR FALMOUTH FAMILIES | |||||||
| P O BOX 853 | FALMOUTH | MA | 02541 | NONE | EXEMPT | TO SUPPORT THE COMMUNITY | $1,500 |
| FALMOUTH SERVICE CENTER | |||||||
| 611 GIFFORD STREET | FALMOUTH | MA | 02540 | NONE | EXEMPT | TO SUPPORT THE COMMUNITY | $1,500 |
| HARRY CHAPIN FOOD BANK | |||||||
| 3940 PROSPECT AVE | NAPLES | FL | 34104 | NONE | EXEMPT | TO SUPPORT THE COMMUNITY | $1,500 |
| NCCJ | |||||||
| 820 PROJECT HILL ROAD | WINDSOR | CT | 06095 | NONE | EXEMPT | TO SUPPORT THE COMMUNITY | $1,500 |
| MELMARK NEW ENGLAND | |||||||
| 461 RIVER ROAD | ANDOVER | MA | 01810 | NONE | EXEMPT | TO SUPPORT EDUCATION | $5,000 |
| XAVERIAN BROTHERS HIGH SCHOOL | |||||||
| 800 CLAPBOARD TREE ST | WESTWOOD | MA | 02090 | NONE | EXEMPT | TO SUPPORT EDUCATION | $2,500 |
| RAILS TO CONSERVANCY | |||||||
| 2121 WARD COURT NW 5TH FLOOR | WASHINGTON | DC | 20037 | NONE | EXEMPT | TO SUPPORT THE COMMUNITY | $100 |
| ART OF PROBLEM SOLVING INITIATIVE | |||||||
| 1088 LEXINGTON STREET | WALTHAM | MA | 02451 | NONE | EXEMPT | TO SUPPORT THE COMMUNITY | $100 |
| ZERO TO THREE | |||||||
| 1255 23RD STREET | WASHINGTON | DC | 20037 | NONE | EXEMPT | TO SUPPORT THE COMMUNITY | $100 |
| LSPCPARC | |||||||
| 4400 MARKET STREET | OAKLAND | CA | 94608 | NONE | EXEMPT | TO SUPPORT THE COMMUNITY | $100 |
| ADOPT A NATIVE ELDER | |||||||
| 328 GREGSON AVE S | SOUTH SALT LAKE | UT | 84115 | NONE | EXEMPT | TO SUPPORT THE COMMUNITY | $100 |
| OUNCE OF PREVENTION FUND | |||||||
| 111 N GADSDEN STREET | TALLAHASSEE | FL | 32301 | NONE | EXEMPT | TO SUPPORT THE COMMUNITY | $100 |
| FAIR FIGHT INITIATIVE | |||||||
| 410 E BAY STREET | SAVANNAH | GA | 31401 | NONE | EXEMPT | TO SUPPORT THE COMMUNITY | $100 |
| NCH HEALTHCARE SYSTEMS | |||||||
| 350 SEVENTH STREET N | NAPLES | FL | 34102 | NONE | EXEMPT | TO SUPPORT HEALTHCARE | $7,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $332,781 | 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 | $21 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $854 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $30,950 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $31,825 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $31,825 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 7 | LineNumberTxt |
| Relationship Statement | NON DIVIDEND DISTRIBUTIONS | RelationshipStatementTxt |
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 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL PROCESSING FEES | $1,357 | $1,357 | $0 |
| INVESTMENT FEES | $890 | $890 | $0 |
| ANNUAL REPORT | $50 | $50 | $0 |
| BANK FEES | $163 | $163 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION | CategoryTxt |
| Amt | $12,750 | Amt |
| Net Investment Income | $12,750 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PAYROLL TAXES | CategoryTxt |
| Amt | $1,719 | Amt |
| Net Investment Income | $1,719 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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