CHARLES B & LOUIS R PERINI FAMILY FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- CHARLES B & LOUIS R PERINI FAMILY FOUNDATION INC (EIN 04-6118587)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-05-10
- IRS object ID
- 202101309349101345
- Schema version
- 2020v4.0
- 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
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-10T13:00:36-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 941687665 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BANK OF AMERICA NA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 1802 | AddressLine1Txt |
| City | PROVIDENCE | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 029011802 | 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 | 046118587 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARLES B & LOUIS R PERINI FAMILY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PERI | BusinessNameControlTxt |
| Phone | 8888663275 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 1802 | AddressLine1Txt |
| City | PROVIDENCE | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 029011802 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TIM PERINI | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8888663275 | PhoneNum |
| Signature | 2021-05-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KAREN J KISER | PreparerPersonNm |
| PTIN | P00146417 | PTIN |
| Phone | 8888663275 | PhoneNum |
| Preparation | 2021-05-06 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| 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 | $1,750,400 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $35,653 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $35,653 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $85,605 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $775,127 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $85,605 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $208 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $121,466 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $121,258 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $15,393 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $9,236 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $6,157 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,250 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $750 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $586 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $586 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $35 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $35 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $17,264 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,572 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,692 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $69,675 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $69,675 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $86,939 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,572 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $76,367 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $34,527 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $110,686 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $31,274 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $88,769 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $88,769 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $1,442,538 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,419,649 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,661,631 | CorporateStockEOYFMVAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,473,812 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,508,418 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,750,400 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,473,812 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,508,418 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,473,812 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,508,418 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,473,812 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,508,418 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,473,812 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $34,527 | ExcessRevenueOverExpensesAmt |
| Other Increases | $79 | OtherIncreasesAmt |
| Subtotal | $1,508,418 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,508,418 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (84 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 365. ISHARES CORE TOT U S BD MKT ETF | 2015-06-03 | 2020-03-23 | $40,497 | $39,792 | $705 | $705 | |
| 77. ISHARES CORE TOT U S BD MKT ETF | 2015-08-28 | 2020-03-23 | $8,543 | $8,400 | $143 | $143 | |
| 85. ISHARES CORE TOT U S BD MKT ETF | 2016-01-13 | 2020-03-23 | $9,431 | $9,254 | $177 | $177 | |
| 148. ISHARES CORE TOT U S BD MKT ETF | 2017-03-27 | 2020-03-23 | $16,421 | $16,069 | $352 | $352 | |
| 32. ISHARES CORE TOT U S BD MKT ETF | 2017-03-27 | 2020-12-04 | $3,761 | $3,474 | $287 | $287 | |
| 1306. ISHARES CORE S&P MID CAP ETF | 2018-10-08 | 2020-01-21 | $272,099 | $254,788 | $17,311 | $17,311 | |
| 54. ISHARES CORE S&P MID CAP ETF | 2019-01-31 | 2020-01-21 | $11,251 | $9,891 | $1,360 | $1,360 | |
| 15. ISHARES CORE S&P MID CAP ETF | 2019-08-14 | 2020-01-21 | $3,125 | $2,761 | $364 | $364 | |
| 701. ISHARES S&P SMALLCAP 600 INDEX FUND | 2018-10-08 | 2020-01-21 | $59,534 | $58,373 | $1,161 | $1,161 | |
| 159. ISHARES S&P SMALLCAP 600 INDEX FUND | 2018-10-08 | 2020-08-31 | $11,820 | $13,240 | -$1,420 | -$1,420 | |
| 83. ISHARES S&P SMALLCAP 600 INDEX FUND | 2018-10-08 | 2020-12-04 | $7,356 | $6,911 | $445 | $445 | |
| 30. ISHARES BROAD USD HIGH YIELD CORP BOND ETF | 2020-01-21 | 2020-03-23 | $977 | $1,242 | -$265 | -$265 | |
| 17. ISHARES BROAD USD HIGH YIELD CORP BOND ETF | 2020-01-21 | 2020-12-04 | $695 | $704 | -$9 | -$9 | |
| 1075.958 JPMORGAN U S LARGE CAP CORE PLUS FUND CL R6 | 2018-10-08 | 2020-08-31 | $31,214 | $35,287 | -$4,073 | -$4,073 | |
| 219.309 JPMORGAN U S LARGE CAP CORE PLUS FUND CL R6 | 2018-10-08 | 2020-12-04 | $6,715 | $7,192 | -$477 | -$477 | |
| 2931.158 METRO WEST T/R BD CL I | 2018-10-08 | 2020-03-23 | $31,598 | $29,927 | $1,671 | $1,671 | |
| 532.033 METRO WEST T/R BD CL I | 2018-10-08 | 2020-12-04 | $6,198 | $5,432 | $766 | $766 | |
| 276. SPDR BLOOMBERG BARCLAYS HIGH YIELD BOND ETF | 2018-10-08 | 2020-01-21 | $30,387 | $29,394 | $993 | $993 | |
| 8. SPDR BLOOMBERG BARCLAYS HIGH YIELD BOND ETF | 2019-08-14 | 2020-01-21 | $881 | $855 | $26 | $26 | |
| 26. SPDR BLOOMBERG BARCLAYS 1-3 MONTH T-BILL ETF | 2020-03-23 | 2020-12-04 | $2,379 | $2,383 | -$4 | -$4 | |
| 27. VANGUARD FTSE DEVELOPED MARKETS ETF | 2017-03-27 | 2020-04-17 | $937 | $1,061 | -$124 | -$124 | |
| 15. VANGUARD FTSE DEVELOPED MARKETS ETF | 2017-03-27 | 2020-04-17 | $522 | $589 | -$67 | -$67 | |
| 27. VANGUARD FTSE DEVELOPED MARKETS ETF | 2017-03-02 | 2020-12-04 | $1,259 | $915 | $344 | $344 | |
| 15. VANGUARD FTSE DEVELOPED MARKETS ETF | 2017-03-02 | 2020-12-04 | $700 | $508 | $192 | $192 | |
| 220. VANGUARD FTSE DEVELOPED MARKETS ETF | 2017-03-27 | 2020-12-04 | $10,261 | $8,642 | $1,619 | $1,619 | |
| 475. VANGUARD TOTAL INTL BOND INDEX FUND ETF | 2019-01-31 | 2020-01-21 | $27,008 | $26,056 | $952 | $952 | |
| 130. VANGUARD TOTAL INTL BOND INDEX FUND ETF | 2019-01-31 | 2020-03-23 | $7,183 | $7,131 | $52 | $52 | |
| 24. VANGUARD TOTAL INTL BOND INDEX FUND ETF | 2019-01-31 | 2020-12-04 | $1,400 | $1,317 | $83 | $83 | |
| 152. VANGUARD FTSE EMERGING MKTS ETF | 2017-03-27 | 2020-04-17 | $5,403 | $6,093 | -$690 | -$690 | |
| 946. VANGUARD FTSE EMERGING MKTS ETF | 2018-10-08 | 2020-04-17 | $33,627 | $36,951 | -$3,324 | -$3,324 | |
| 56. VANGUARD FTSE EMERGING MKTS ETF | 2018-10-08 | 2020-04-17 | $1,991 | $2,187 | -$196 | -$196 | |
| 72. VANGUARD FTSE EMERGING MKTS ETF | 2017-03-02 | 2020-08-31 | $3,184 | $2,545 | $639 | $639 | |
| 46. VANGUARD FTSE EMERGING MKTS ETF | 2017-03-02 | 2020-12-04 | $2,267 | $1,626 | $641 | $641 | |
| 27. VANGUARD S&P 500 ETF | 2016-07-06 | 2020-01-21 | $8,210 | $5,189 | $3,021 | $3,021 | |
| 150. VANGUARD S&P 500 ETF | 2016-07-06 | 2020-08-31 | $48,278 | $28,830 | $19,448 | $19,448 | |
| 46. VANGUARD S&P 500 ETF | 2016-07-06 | 2020-12-04 | $15,594 | $8,841 | $6,753 | $6,753 | |
| 47. VANGUARD MID-CAP ETF | 2020-01-21 | 2020-04-17 | $6,814 | $8,600 | -$1,786 | -$1,786 | |
| 2. VANGUARD MID-CAP ETF | 2020-01-21 | 2020-04-17 | $290 | $366 | -$76 | -$76 | |
| 47. VANGUARD MID-CAP ETF | 2019-12-27 | 2020-08-31 | $8,466 | $7,182 | $1,284 | $1,284 | |
| 2. VANGUARD MID-CAP ETF | 2019-12-27 | 2020-08-31 | $360 | $306 | $54 | $54 | |
| 31. VANGUARD MID-CAP ETF | 2020-01-21 | 2020-08-31 | $5,584 | $5,672 | -$88 | -$88 | |
| 68. VANGUARD MID-CAP ETF | 2020-01-21 | 2020-12-04 | $13,894 | $12,442 | $1,452 | $1,452 | |
| CAPITAL GAIN DIVIDENDS | $32,970 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,970 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,970 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,970 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,970 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,970 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,970 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,970 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,970 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,970 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,970 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,970 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,970 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,970 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,970 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,970 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,970 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,970 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,970 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,970 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,970 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,970 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,970 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,970 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,970 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,970 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,970 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,970 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,970 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,970 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,970 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,970 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,970 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,970 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,970 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,970 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,970 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,970 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,970 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,970 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,970 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,970 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $85,605 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,539 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,539 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,539 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $596 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $596 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $943 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BANK OF AMERICA NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8888663275 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1802 | AddressLine1Txt |
| City | PROVIDENCE | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 029011802 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| CHARLES B PERINI | ||||||
| 297 LITTLETON RD | HARVARD | MA | 01451 | VICE PRESI | 1 | $0 |
| DAVID PERINI | ||||||
| 6 MAPLE ST | MEDFIELD | MA | 02052 | TRUSTEE | 1 | $0 |
| TIMOTHY PERINI | ||||||
| 5 BATES RD | HARRISON | NY | 10528 | TRUSTEE | 1 | $0 |
| HEATHER PERINI | ||||||
| 15 APPALOOSA CIR | HOPKINTON | MA | 01748 | TRUSTEE | 1 | $0 |
| CHARLES B PERINI JR | ||||||
| 12 FRANCONIA DR | NASHUA | NH | 03063 | SECRETARY | 1 | $0 |
| BANK OF AMERICA | ||||||
| 1FINANCIAL PLAZA | PROVIDENCE | RI | 02903 | AGENT FOR FIDUCIARY | 1 | $15,393 |
| AUDREA URIBE | ||||||
| 5 WAVERLY PL | METAIRIE | LA | 70003 | DIRECTOR | 1 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,525,961 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $36,610 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,562,571 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,562,571 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $23,439 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,539,132 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $76,957 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $76,957 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,539 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,539 | TotalTaxAmt |
| Distributable Before Adj | $75,418 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $75,418 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $75,418 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $76,367 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $76,367 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $76,367 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $75,418 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $69,675 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $76,367 | QualifyingDistributionsAmt |
| Applied To Year1 | $69,675 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $6,692 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $68,726 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | TIMOTHY PERINI | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5 BATES RD | AddressLine1Txt |
| City | HARRISON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 105281903 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8888663275 | RecipientPhoneNum |
| Form And Info And Materials | BY LETTER WITH LATEST ANNUAL REPORT | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NOVEMBER 1 | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE ATTACHED LIST OF CHARITIES | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1802 | AddressLine1Txt |
| City | PROVIDENCE | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02903 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | N/A | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | UNRESTRICTED GENERAL | GrantOrContributionPurposeTxt |
| Amt | $69,675 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $69,675 | 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 |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $35,653 | 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 Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $85,605 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCISE TAX REFUND | Desc |
| Exclusion | 1 | ExclusionCd |
| Exclusion | $208 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $121,466 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $121,466 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE - BOA | CategoryTxt |
| Amt | $1,250 | Amt |
| Net Investment Income | $750 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $500 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (63 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 464287507 ISHARES CORE S&P MID | ||
| 464287655 ISHARES RUSSELL 2000 | ||
| 921943858 VANGUARD FTSE DEVELO | $250,100 | $284,960 |
| 922042858 VANGUARD FTSE EMERGI | $42,998 | $52,966 |
| 00078H281 ASTON MONTAG & CALDW | ||
| 47803W406 JOHN HANCOCK FDS III | ||
| 552983694 MFS VALUE FUND CL I | ||
| 74441C808 PRUDENTIAL JENNISON | ||
| 92646A815 VICTORY SMALL CO OPP | ||
| 19765N245 COLUMBIA DIVIDEND IN | ||
| 19765Y688 COLUMBIA SELECT LARG | ||
| 693390700 PIMCO TOTAL RETURN F | ||
| 693390841 PIMCO HIGH YIELD FD | ||
| 722005667 PIMCO COMMODITY REAL | ||
| 63872W409 NATIXIS FDS TR IV AE | ||
| 008882532 INVESCO INTL GROWTH | ||
| 411511306 HARBOR INTERNATIONAL | ||
| 483438206 KALMAR POOLED INVT T | ||
| 52106N889 LAZARD EMERGING MKTS | ||
| 592905509 METRO WEST T/R BD CL | $131,790 | $137,825 |
| 722005220 PIMCO FOREIGN BOND F | ||
| 483438404 KALMAR GROWTH-WITH-V | ||
| 744336504 PRUDENTIAL GLOBAL RE | ||
| 64128K868 NEUBERGER BERMAN HIG | ||
| 22544R305 CREDIT SUISSE COMMOD | ||
| 38142Y401 GOLDMAN SACHS GROWTH | ||
| 47803T627 JOHN HANCOCK FDS III | ||
| 4812A0573 JPMORGAN INTL VALUE | ||
| 693390882 PIMCO FOREIGN BD US$ | ||
| 233051200 DB X-TRACKERS MSCI E | ||
| 464287200 ISHARES CORE S&P 500 | ||
| 464287226 ISHARES CORE US AGGR | $82,879 | $87,461 |
| 464287457 ISHARES 1-3 YEAR TRE | ||
| 464288588 ISHARES MBS ETF | ||
| 78464A417 SPDR BLOOMBERG BARCL | ||
| 78464A474 SPDR BLOOMBERG BARCL | ||
| 922908553 VANGUARD REIT ETF | ||
| 97717X701 WISDOMTREE EUROPE HE | ||
| 19765Y852 COLUMBIA EMERGING MA | ||
| 464287440 ISHARES 7-10 YEAR TR | ||
| 464287499 ISHARES RUSSELL MID- | ||
| 46432F842 ISHARES CORE MSCI EA | ||
| 46434G103 ISHARES CORE MSCI EM | ||
| 922908363 VANGUARD S&P 500 ETF | $241,344 | $364,999 |
| 057071813 BAIRD MIDCAP FUND IN | ||
| 413838608 OAKMARK SELECT FUND | ||
| 41665H847 HARTFORD MUT FDS II | ||
| 543487110 NATIXIS LOOMIS SAYLE | ||
| 55272P596 MFS MID CAP VALUE FU | ||
| 89154Q737 TOUCHSTONE SMALL CAP | ||
| 464288661 ISHARES 3-7 YR TREAS | ||
| 92206C870 VANGUARD INTERMEDIAT | ||
| 94975P447 WELLS FARGO SPECIAL | ||
| 412295107 HARDING LOEVNER FDS | ||
| 413838723 OAKMARK INTL FUND IN | ||
| 464287804 ISHARES CORE S&P SMA | $140,921 | $175,253 |
| 4812A2389 JP MORGAN US LARGE C | ||
| 78468R622 SPDR BLOOMBERG BARCL | ||
| 92203J407 VANGUARD TOTAL INTL | $30,587 | $32,261 |
| 46435U853 ISHARES BROAD USD HI | $16,405 | $16,421 |
| 78468R663 SPDR BLOOMBERG BARCL | $55,806 | $55,736 |
| 922908629 VANGUARD MID-CAP ETF | $280,013 | $328,144 |
| 48129C603 JPMORGAN U S LARGE C | $146,806 | $125,605 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | STATE FILING FEE | Desc |
| Revenue And Expenses Per Books | $35 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $35 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCISE TAX REFUND | Desc |
| Revenue And Expenses Per Books | $208 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TYE INCOME ADJUSTMENT | Desc |
| Amt | $79 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES ON QUALIFIED FOR | $421 | $421 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $165 | $165 | $0 |
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