RUBBLESTONE FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- RUBBLESTONE FOUNDATION (EIN 04-3467104)
- Tax period
- 2019-06-01 to 2020-05-31
- Filed
- 2021-05-31
- IRS object ID
- 202101519349100400
- Schema version
- 2019v5.1
- 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
- Form 990-PF
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-31T10:52:45-07:00 | ReturnTs |
| Tax Period End | 2020-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Baer Tax Group Inc | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 60 Garage Place Rd | AddressLine1Txt |
| City | Ghent | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12075 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043467104 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RUBBLESTONE FOUNDATION CO MARCIA PETERS ESQ | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RUBB | BusinessNameControlTxt |
| Phone | 6175245580 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 56 PERKINS STREET | AddressLine1Txt |
| City | JAMAICA PLAIN | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02130 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARCIA PETERS ESQ | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6175245580 | PhoneNum |
| Signature | 2021-05-03 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SUSAN G BAER | PreparerPersonNm |
| PTIN | P00235587 | PTIN |
| Phone | 5188221673 | PhoneNum |
| Preparation | 2021-05-31 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $916,303 | 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 | $1,634 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,634 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $14,986 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $14,986 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $7,112 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $343,957 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $7,112 | CapGainNetIncmNetInvstIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $23,732 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $23,732 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $5,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $5,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $1,650 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $1,650 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $7,133 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $7,133 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $0 | TaxesRevAndExpnssAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $28 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $28 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $13,811 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,133 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,678 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $71,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $71,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $84,811 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,133 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $77,678 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$61,079 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $16,599 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $38,041 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $54,415 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $54,415 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl BOY | $124,519 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $125,765 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $125,765 | OtherNtsAndLoansRcvblEOYFMVAmt |
| US Government Obligations BOY | $54,262 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $30,017 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $31,244 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $402,883 | CorporateStockBOYAmt |
| Corporate Stock EOY | $375,655 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $574,301 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $145,868 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $122,787 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $130,578 | CorporateBondsEOYFMVAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $765,573 | TotalAssetsBOYAmt |
| Total Assets EOY | $708,639 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $916,303 | TotalAssetsEOYFMVAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $8,589 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $11,734 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $8,589 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $11,734 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $756,984 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $696,905 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $756,984 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $696,905 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $765,573 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $708,639 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $756,984 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$61,079 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,000 | OtherIncreasesAmt |
| Subtotal | $696,905 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $696,905 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | FMV As Of123169FMVAsOf123169Amt | Adjusted Basis As Of123169AdjustedBasisAsOf123169Amt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| $196,971 | $0 | $190,330 | $6,641 | $0 | $0 | $0 | $6,641 |
| $146,986 | $0 | $146,515 | $471 | $0 | $0 | $0 | $471 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $7,112 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $59,982 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $864,545 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.069380 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $64,626 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $917,132 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.070465 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $66,885 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $900,758 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.074254 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $53,816 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $933,268 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.057664 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $63,664 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $946,244 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.067281 | DistributionYr5Rt |
| Total Distribution | 0.339044 | TotalDistributionRt |
| Average Distribution | 0.067809 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $726,049 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $49,233 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $166 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $49,399 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $77,678 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $166 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $166 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $166 | TaxBasedOnInvestmentIncomeAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $0 | OriginalReturnTaxPaidAmt |
| Tax Due | $166 | TaxDueAmt |
| Applied To ES Tax | $0 | 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 | 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 |
| Individual With Books | MARCIA PETERS ESQ | IndividualWithBooksNm |
| Phone | 6175245580 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 56 PERKINS STREET | AddressLine1Txt |
| City | JAMAICA PLAIN | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02130 | 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 |
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 |
|---|---|---|---|---|---|---|---|---|
| MARCIA C PETERS ESQ | ||||||||
| 56 PERKINS STREET | JAMAICA PLAIN | MA | 02130 | TRUSTEE | 4.00 | $5,000 | $0 | $0 |
| DAVID T KARAUS | ||||||||
| 56 PERKINS STREET | JAMAICA PLAIN | MA | 02130 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $565,736 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $46,228 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $125,142 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $737,106 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $737,106 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $11,057 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $726,049 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $36,302 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $36,302 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $166 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $166 | TotalTaxAmt |
| Distributable Before Adj | $36,136 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $36,136 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $36,136 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $77,678 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $77,678 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $166 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $77,512 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $36,136 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $8,316 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $23,201 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $19,997 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $51,514 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $77,678 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Remaining Distri From Corpus | $77,678 | RemainingDistriFromCorpusAmt |
| Total Corpus | $129,192 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $36,136 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $129,192 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $8,316 | ExcessFromYear4Amt |
| Excess From Year3 | $23,201 | ExcessFromYear3Amt |
| Excess From Year2 | $19,997 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $77,678 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (54 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| UNITED FOR A FAIR ECONOMY | ||||||
| 1 MILK STREET 5TH FLOOR | BOSTON | MA | 02109 | 501(C)3 | UNRESTRICTED | $500 |
| ARBOR DAY FOUNDATION | ||||||
| 100 ARBOR AVENUE | NEBRASKA CITY | NE | 68410 | 501(C)3 | UNRESTRICTED | $100 |
| BBMC CHARITABLE & EDUCATION FUND | ||||||
| 100 TERRACE STREET | ROXBURY CROSSING | MA | 02120 | 501(C)3 | UNRESTRICTED | $6,000 |
| AMERICANS UNITED SEPARATION CHURCH & STATE | ||||||
| 1310 L STREET NW | WASHINGTON | DC | 20005 | 501(C)3 | UNRESTRICTED | $500 |
| ANIMAL LEGAL DEFENSE FUND | ||||||
| 170 E COTATI AVENUE | COTATI | CA | 94931 | 501(C)3 | UNRESTRICTED | $1,000 |
| Animal Rescue League of Boston | ||||||
| 10 CHANDLER STREET | BOSTON | MA | 02116 | 501(C)3 | UNRESTRICTED | $500 |
| Appalacian Mountain Club | ||||||
| 10 CITY SQUARE | BOSTON | MA | 02129 | 501(C)3 | UNRESTRICTED | $1,000 |
| Best Friends Animal Society | ||||||
| 5001 ANGEL CANYON ROAD | KANAB | UT | 84741 | 501(C)3 | UNRESTRICTED | $2,000 |
| Bikes Not Bombs | ||||||
| 284 AMORY STREET | JAMAICA PLAIN | MA | 02130 | 501(C)3 | UNRESTRICTED | $500 |
| Boston Health Care for the Homelesss | ||||||
| 780 ALBANY STREET | BOSTON | MA | 02118 | 501(C)3 | UNRESTRICTED | $1,000 |
| Center for Science in the Public Interest | ||||||
| 1220 L ST NW 300 | WASHINGTON | DC | 20005 | 501(C)3 | UNRESTRICTED | $500 |
| Corporate Accountability Intl | ||||||
| 10 MILK STREET 610 | BOSTON | MA | 02108 | 501(C)3 | UNRESTRICTED | $6,000 |
| DSA Fund | ||||||
| 75 MAIDEN LANE702 | NY | NY | 10038 | 501(C)3 | UNRESTRICTED | $2,500 |
| Emerald Necklace Conservancy | ||||||
| 125 FENWAY | BOSTON | MA | 02115 | 501(C)3 | UNRESTRICTED | $500 |
| Environmental Defense Fund | ||||||
| 257 PARK AVENUE SOUTH | NY | NY | 10010 | 501(C)3 | UNRESTRICTED | $1,000 |
| Fair Warning | ||||||
| 55 SOUTH GRAND AVENUE | PASADENA | CA | 91105 | 501(C)3 | UNRESTRICTED | $750 |
| Green America | ||||||
| 1612 K STREET NW SU 600 | WASHINGTON | DC | 20006 | 501(C)3 | UNRESTRICTED | $5,000 |
| BRAIN INJURY ASSOC OF AMERICA | ||||||
| 1608 SPRING HILL ROAD 110 | VIENNA | VA | 22182 | 501(C)3 | UNRESTRICTED | $500 |
| Institute for Policy Studies | ||||||
| 30 GERMANIA STREET | JAMAICA PLAIN | MA | 02130 | 501(C)3 | UNRESTRICTED | $6,000 |
| CAFFE LENA | ||||||
| 47 PHILA STREET | SARATOGA SPRINGS | NY | 12866 | 501(C)3 | UNRESTRICTED | $25 |
| Massachusetts Law Reform Institute | ||||||
| 40 COURT ST 800 | BOSTON | MA | 02108 | 501(C)3 | UNRESTRICTED | $1,000 |
| Chesapeake Climate Action Network | ||||||
| PO BOX 11138 | TAKOMA PARK | MD | 20913 | 501(C)3 | UNRESTRICTED | $100 |
| Memorial Sloane-Kettering Cancer Center | ||||||
| 1275 YORK AVENUE | NY | NY | 10065 | 501(C)3 | UNRESTRICTED | $500 |
| Mother Jones Investigative Fund | ||||||
| 222 SUTTER STREET | SAN FRANCISCO | CA | 94108 | 501(C)3 | UNRESTRICTED | $2,000 |
| Mount Holyoke College | ||||||
| 50 COLLEGE STREET | S HADLEY | MA | 01075 | 501(C)3 | UNRESTRICTED | $5,000 |
| National Women's Health Network | ||||||
| 1413 K STREET NW 4TH FL | WASHINGTON | DC | 20005 | 501(C)3 | UNRESTRICTED | $3,500 |
| Jamaica Plain Tuesday Club Inc | ||||||
| 12 SOUTH STREET | JAMAICA PLAIN | MA | 02130 | 501(C)3 | UNRESTRICTED | $500 |
| MA Soc Prevention of Cruelty to Animals | ||||||
| 350 A HUNTINGTON AVE | JAMAICA PLAIN | MA | 02130 | 501(C)3 | UNRESTRICTED | $2,011 |
| Northeastern University School of Law | ||||||
| 360 HUNTINGTON AVENUE | BOSTON | MA | 02115 | 501(C)3 | UNRESTRICTED | $1,000 |
| Planned Parenthood Federation of America | ||||||
| 123 WILLIAM STREET | NY | NY | 10038 | 501(C)3 | UNRESTRICTED | $2,000 |
| Compassion & Choices | ||||||
| 101 SW MADISON STREET 8009 | PORTLAND | OR | 79207 | 501(C)3 | UNRESTRICTED | $100 |
| Conservation Law Foundation | ||||||
| 62 SUMMER STREET 1 | BOSTON | MA | 02110 | 501(C)3 | UNRESTRICTED | $500 |
| Schooner Adventure Inc | ||||||
| 23 HARBOR LOOP | GLOUCESTER | MA | 01930 | 501(C)3 | UNRESTRICTED | $100 |
| Consumer Reports | ||||||
| 101 RUMAN AVENUE | YONKERS | NY | 10703 | 501(C)3 | UNRESTRICTED | $50 |
| WBUR | ||||||
| 890 COMMONWEALTH AVENUE | BOSTON | MA | 02215 | 501(C)3 | UNRESTRICTED | $1,000 |
| WGBH | ||||||
| ONE GUEST STREET | BRIGHTON | MA | 02135 | 501(C)3 | UNRESTRICTED | $1,500 |
| Elizabeth Stone House | ||||||
| 8 Notre Dame Street | ROXBURY | MA | 02119 | 501(C)3 | UNRESTRICTED | $1,000 |
| E-INC | ||||||
| 116 16TH STREET 1030 | CHARLESTOWN | MA | 02129 | 501(C)3 | UNRESTRICTED | $500 |
| Pan Mass Challenge | ||||||
| 77 FOURTH AVENUE | NEEDHAM | MA | 02494 | 501(C)3 | UNRESTRICTED | $352 |
| ESAC | ||||||
| 434 Jamaicaway | Jamaica Plain | MA | 02130 | 501(C)3 | UNRESTRICTED | $1,162 |
| The Footlight Club | ||||||
| 7A ELIOT STREET | JAMAICA PLAIN | MA | 02130 | 501(C)3 | UNRESTRICTED | $1,000 |
| PINE STREET INN | ||||||
| 444 HARRISON AVENUE | BOSTON | MA | 02118 | 501(C)3 | UNRESTRICTED | $1,000 |
| Hearth | ||||||
| 1640 Washington Street | BOSTON | MA | 02118 | 501(C)3 | UNRESTRICTED | $1,000 |
| Bethlehem Redevelopment Assn | ||||||
| 2050 MAIN STREET | BETHLEHEM | NH | 03574 | 501(C)3 | UNRESTRICTED | $1,000 |
| Massachusetts Animal Coalition | ||||||
| BOX 766 | WESTBOROUGH | MA | 01581 | 501(C)3 | UNRESTRICTED | $1,500 |
| National Parks Conservation Association | ||||||
| 777 6TH STREET NW | WASHINGTON | DC | 20005 | 501(C)3 | UNRESTRICTED | $500 |
| Public Citizen Foundation | ||||||
| 1600 20TH ST NW | WASHINGTON | DC | 20009 | 501(C)3 | UNRESTRICTED | $500 |
| National Trust for Historic Preservation | ||||||
| 2600 Virginia Avenue NW 1100 | WASHINGTON | DC | 20037 | 501(C)3 | UNRESTRICTED | $500 |
| AMERICAN HUMANIST ASSOC | ||||||
| 1821 JEFFERSON PLACE | WASHINGTON | DC | 20077 | 501(C)3 | UNRESTRICTED | $250 |
| New England Grassroots Environmental Fund | ||||||
| BOX 611 | NEWMARKET | NH | 03857 | 501(C)3 | UNRESTRICTED | $100 |
| Physicians Comm for Responsible Medicine | ||||||
| 5100 Wisconsin Ave NW | WASHINGTON | DC | 20016 | 501(C)3 | UNRESTRICTED | $500 |
| Public Intelligence Inc | ||||||
| 81 San Marcos Street | AUSTIN | TX | 78702 | 501(C)3 | UNRESTRICTED | $100 |
| Two Circlesnet | ||||||
| BOX 390929 | CAMBRIDGE | MA | 02139 | 501(C)3 | UNRESTRICTED | $2,500 |
| Wilkes Community College Foundation | ||||||
| PO Box 120 | Wilkesboro | NC | 28697 | 501(C)3 | UNRESTRICTED | $800 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $71,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,634 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $14,986 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $471 | ExclusionAmt |
| Related Or Exempt Function Incm | $6,641 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $17,091 | ExclusionAmt |
| Related Or Exempt Function Incm | $6,641 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $23,732 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | CONTRIBUTIONS/ADMIN |
| 4 | CONTRIBUTIONS/ADMIN |
| 8 | CONTRIBUTIONS/ADMIN |
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 | Professional Fees:Accounting Accounting | CategoryTxt |
| Amt | $1,650 | Amt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)
| AssetAssetDesc | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|
| SHORT TERM INVESTMENTS | $146,986 | $146,515 | $471 |
| LONG TERM INVESTMENTS | $196,971 | $190,330 | $6,641 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | Investments-Corporate Bonds | BondNm |
| EOY Book Value | $122,787 | EOYBookValueAmt |
| EOYFMV | $130,578 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Investments-Corporate Stocks | StockNm |
| EOY Book Value | $375,655 | EOYBookValueAmt |
| EOYFMV | $574,301 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $30,017 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $31,244 | USGovtObligationsEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Filing fees | $2 | $2 |
| Postage and Delivery | $26 | $26 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EQUITY ADJUSTMENT | Desc |
| Amt | $1,000 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Eastern Card | Desc |
| BOY Book Value | $8,589 | BOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TRILLIUM ASSET INVESTMENT FEES | CategoryTxt |
| Amt | $7,133 | Amt |
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