JILMAR FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- JILMAR FOUNDATION INC (EIN 04-3246256)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-08-19
- IRS object ID
- 202112319349101101
- 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
- Form 990-PF
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-08-19T13:09:02-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042713878 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DANIEL FFRIEL CPAPC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 404 WYMAN STREET SUITE 380 | AddressLine1Txt |
| City | WALTHAM | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 024511212 | 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 | 043246256 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JILMAR FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JILM | BusinessNameControlTxt |
| Phone | 9784390400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 350 S OCEAN BOULEVARD NO 8B | AddressLine1Txt |
| City | BOCA RATON | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33432 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRUCE OHANIAN | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 9784390400 | PhoneNum |
| Signature | 2021-07-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | BRUCE | PersonFirstNm |
| Person Last | OHANIAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| PTIN | P01261322 | PTIN |
| Phone | 7818903150 | PhoneNum |
| Preparation | 2021-07-16 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 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 | $159,661 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $2,500 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $4,018 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $4,018 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $4,018 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,295 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $105,202 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,295 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $11,813 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $9,313 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $4,018 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $1,320 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $35 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,355 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $33,560 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $33,560 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $34,915 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $33,560 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$23,102 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $9,313 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $4,018 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $8,572 | CashBOYAmt |
| Cash EOY | $2,093 | CashEOYAmt |
| Cash EOYFMV | $2,093 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,668 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $12,920 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $12,920 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $160,817 | CorporateStockBOYAmt |
| Corporate Stock EOY | $132,942 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $144,648 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $171,057 | TotalAssetsBOYAmt |
| Total Assets EOY | $147,955 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $159,661 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $171,057 | RetainedEarningBOYAmt |
| Retained Earning EOY | $147,955 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $171,057 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $147,955 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $171,057 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $147,955 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $171,057 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$23,102 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $147,955 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $147,955 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (55 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ISHARES JP MORGAN EMERGING MARKETS BOND ETF | P | 2018-09-21 | 2020-01-24 | $3,672 | $3,430 | $242 | $242 |
| VANGUARD MID-CAP ETF | P | 2018-02-20 | 2020-01-24 | $1,273 | $1,096 | $177 | $177 |
| ISHARES BROAD USD INVT GRADE CORP BOND EFT | P | 2018-02-20 | 2020-02-26 | $838 | $762 | $76 | $76 |
| ISHARES US TREASURY BOND EFT | P | 2019-03-22 | 2020-03-03 | $3,236 | $2,968 | $268 | $268 |
| PIMCO ENHANCED SHORT ACTIVE ETF | P | 2019-08-23 | 2020-03-20 | $4,082 | $4,272 | -$190 | -$190 |
| ISHARES BROAD USD INVT GRADE CORP BOND EFT | P | 2018-02-20 | 2020-03-23 | $997 | $1,033 | -$36 | -$36 |
| ISHARES CORE MSCI EMERGING MARKETS ETF | P | 2018-02-20 | 2020-03-20 | $2,653 | $4,190 | -$1,537 | -$1,537 |
| PIMCO ENHANCED SHORT ACTIVE ETF | P | 2019-02-22 | 2020-03-20 | $1,652 | $1,724 | -$72 | -$72 |
| ISHARES US TREASURY BOND EFT | P | 2019-05-10 | 2020-04-27 | $17,753 | $16,613 | $1,140 | $1,140 |
| SCHWAB US TIPS ETF | P | 2019-07-19 | 2020-04-27 | $652 | $619 | $33 | $33 |
| ISHARES BROAD USD INVT GRADE CORP BOND EFT | P | 2018-02-20 | 2020-04-27 | $2,795 | $2,614 | $181 | $181 |
| ISHARES IBOXX INVT GRADE CORP BOND ETF | P | 2018-02-20 | 2020-04-02 | $854 | $821 | $33 | $33 |
| VANGUARD GROWTH ETF | P | 2018-02-20 | 2020-05-22 | $2,078 | $1,609 | $469 | $469 |
| VANGUARD INTER TERM TREAS ETF | P | 2020-04-27 | 2020-06-19 | $1,971 | $1,971 | $0 | $0 |
| VANGUARD SHORT TERM TREAS ETF | P | 2020-04-27 | 2020-06-19 | $1,181 | $1,183 | -$2 | -$2 |
| ISHARES CORE MSCI EAFE ETF | P | 2018-02-20 | 2020-06-08 | $1,511 | $1,652 | -$141 | -$141 |
| VANGUARD GROWTH ETF | P | 2018-02-20 | 2020-06-10 | $1,826 | $1,317 | $509 | $509 |
| VANGUARD VALUE ETF | P | 2018-02-20 | 2020-06-08 | $3,026 | $2,992 | $34 | $34 |
| VANGUARD SHORT TERM TREAS ETF | P | 2020-04-27 | 2020-07-17 | $3,418 | $3,425 | -$7 | -$7 |
| ISHARES BROAD USD INVT GRADE CORP BOND EFT | P | 2018-02-20 | 2020-07-01 | $845 | $762 | $83 | $83 |
| ISHARES CORE MSCI EMERGING MARKETS ETF | P | 2018-02-20 | 2020-07-01 | $866 | $993 | -$127 | -$127 |
| VANGUARD INTER TERM TREAS ETF | P | 2020-04-27 | 2020-08-21 | $3,316 | $3,310 | $6 | $6 |
| ISHARES BROAD USD HIGH YIELD BOND ETF | P | 2019-05-01 | 2020-08-21 | $1,668 | $1,709 | -$41 | -$41 |
| ISHARES IBOXX INVT GRADE CORP BOND ETF | P | 2018-02-20 | 2020-08-21 | $2,182 | $1,875 | $307 | $307 |
| VANGUARD GROWTH ETF | P | 2018-08-20 | 2020-08-19 | $1,583 | $1,024 | $559 | $559 |
| ISHARES BROAD USD HIGH YIELD BOND ETF | P | 2019-05-01 | 2020-09-15 | $596 | $611 | -$15 | -$15 |
| ISHARES BROAD USD INVT GRADE CORP BOND EFT | P | 2018-02-20 | 2020-09-15 | $734 | $653 | $81 | $81 |
| ISHARES CORE MSCI EMERGING MARKETS ETF | P | 2018-12-17 | 2020-09-15 | $1,405 | $1,239 | $166 | $166 |
| ISHARES CORE MSCI EAFE ETF | P | 2018-02-20 | 2020-09-15 | $1,548 | $1,672 | -$124 | -$124 |
| ISHARES CORE S&P SMALL CAP ETF | P | 2018-02-20 | 2020-09-15 | $943 | $1,000 | -$57 | -$57 |
| ISHARES MSCI EAFE ETF | P | 2018-02-20 | 2020-09-15 | $1,769 | $1,916 | -$147 | -$147 |
| VANGUARD GROWTH ETF | P | 2018-02-20 | 2020-09-15 | $915 | $585 | $330 | $330 |
| VANGUARD MID-CAP ETF | P | 2018-02-20 | 2020-09-15 | $1,422 | $1,253 | $169 | $169 |
| INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY ETF | P | 2020-08-21 | 2020-11-13 | $3,459 | $3,454 | $5 | $5 |
| ISHARES BROAD USD HIGH YIELD BOND ETF | P | 2019-05-01 | 2020-11-05 | $603 | $611 | -$8 | -$8 |
| ISHARES BROAD USD INVT GRADE CORP BOND EFT | P | 2018-02-20 | 2020-11-05 | $1,226 | $1,089 | $137 | $137 |
| ISHARES CORE MSCI EMERGING MARKETS ETF | P | 2018-12-17 | 2020-01-05 | $971 | $911 | $60 | $60 |
| ISHARES CORE MSCI EAFE ETF | P | 2018-02-20 | 2020-11-05 | $687 | $735 | -$48 | -$48 |
| ISHARES IBOXX INVT GRADE CORP BOND ETF | P | 2018-02-20 | 2020-11-05 | $682 | $586 | $96 | $96 |
| ISHARES JP MORGAN EMERGING MARKETS BOND ETF | P | 2018-12-24 | 2020-11-05 | $1,243 | $1,246 | -$3 | -$3 |
| ISHARS MSCI EAFE ETF | P | 2018-02-20 | 2020-11-13 | $760 | $781 | -$21 | -$21 |
| VANGUARD GROWTH ETF | P | 2018-02-20 | 2020-11-05 | $1,201 | $732 | $469 | $469 |
| VANGUARD MID-CAP ETF | P | 2018-02-20 | 2020-11-05 | $1,514 | $1,253 | $261 | $261 |
| VANGUARD VALUE ETF | P | 2018-02-20 | 2020-11-05 | $1,416 | $1,389 | $27 | $27 |
| ISHARES GOLD TRUST ETF | P | 2020-07-17 | 2020-12-04 | $420 | $415 | $5 | $5 |
| VANGUARD INTER TERM TREAS ETF | P | 2020-04-27 | 2020-12-04 | $209 | $209 | $0 | $0 |
| VANGUARD TOTAL WORLD STK ETF | P | 2020-06-19 | 2020-12-04 | $910 | $751 | $159 | $159 |
| ISHARES BROAD USD HIGH YIELD BOND ETF | P | 2019-05-01 | 2020-12-04 | $205 | $204 | $1 | $1 |
| ISHARES BROAD USD INVT GRADE CORP BOND EFT | P | 2018-02-20 | 2020-12-04 | $1,906 | $1,688 | $218 | $218 |
| ISHARES CORE MSCI EMERGING MARKETS ETF | P | 2018-12-17 | 2020-12-04 | $792 | $705 | $87 | $87 |
| ISHARES CORE S&P SMALL CAP ETF | P | 2018-02-20 | 2020-12-04 | $1,232 | $1,077 | $155 | $155 |
| ISHARES MSCI EAFE ETF | P | 2018-02-20 | 2020-12-04 | $4,759 | $4,684 | $75 | $75 |
| VANGUARD GROWTH ETF | P | 2018-02-20 | 2020-12-04 | $493 | $293 | $200 | $200 |
| VANGUARD MID-CAP ETF | P | 2018-02-20 | 2020-12-04 | $4,069 | $3,132 | $937 | $937 |
| VANGUARD VALUE ETF | P | 2018-02-20 | 2020-12-04 | $1,185 | $1,069 | $116 | $116 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,295 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $1,417 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $129 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $129 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $129 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $185 | 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 | $185 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $56 | OverpaymentAmt |
| Applied To ES Tax | $56 | 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 | M BRUCE OHANIAN | IndividualWithBooksNm |
| Phone | 9784390400 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7 WOOD LANE | AddressLine1Txt |
| City | WINCHESTER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01890 | 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 |
|---|---|---|---|---|---|---|---|---|
| LU ANN OHANIAN | ||||||||
| 7 WOOD LANE | WINCHESTER | MA | 01890 | PRESIDENT, CLERK, DIRECTOR | 1.00 | $0 | $0 | $0 |
| M BRUCE OHANIAN | ||||||||
| 7 WOOD LANE | WINCHESTER | MA | 01890 | TREASURER, DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UBS | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8 ESSEX CENTER DRIVE 2ND FLOOR | AddressLine1Txt |
| City | PEABODY | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01960 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MGMT FEES | ServiceTypeTxt |
| Compensation | $1,094 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $162,829 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $10,047 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $172,876 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $172,876 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,593 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $170,283 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $8,514 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $8,514 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $129 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $129 | TotalTaxAmt |
| Distributable Before Adj | $8,385 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $8,385 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $8,385 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $33,560 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $33,560 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $33,560 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $8,385 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $7,894 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $12,339 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $11,288 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $17,681 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $30,124 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $79,326 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $33,560 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $8,385 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $25,175 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $104,501 | 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 | $7,894 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $96,607 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $12,339 | ExcessFromYear4Amt |
| Excess From Year3 | $11,288 | ExcessFromYear3Amt |
| Excess From Year2 | $17,681 | ExcessFromYear2Amt |
| Excess From Year1 | $30,124 | ExcessFromYear1Amt |
| Excess From Current Year | $25,175 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | M BRUCE OHANIAN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7 WOOD LANE | AddressLine1Txt |
| City | WINCHESTER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01890 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9784390400 | RecipientPhoneNum |
| Form And Info And Materials | LETTER STATING PURPOSE OF FUNDS REQUESTED & COPY OF IRS DETERMINATION LETTER. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| HOLY TRINITY AMRENIAN CHURCH | |||||||
| 145 BRATTLE STREET | CAMBRIDGE | MA | 02138 | PC | BAZZAR DONATION | $2,000 | |
| ADOLPH M HUTTER LEGACY FUND | |||||||
| CORRIGAN MINEHAN HEART CENTER 55 | BOSTON | MA | 02114 | PC | MGH HEART FUND | $10,000 | FRUIT STREET |
| FRIENDS OF HOLY TRINITY CHURCH | |||||||
| 145 BRATTLE STREET | CAMBRIDGE | MA | 02138 | PC | 1000 CLUB | $180 | |
| GOLF FIGHTS CANCER | |||||||
| 300 ARNOLD PALMER BLVD | NORTON | MA | 02766 | PC | GOOD GUYS TOURNOMENT | $4,000 | |
| HOLY TRINITY AMRENIAN CHURCH | |||||||
| 145 BRATTLE STREET | CAMBRIDGE | MA | 02138 | PC | GREG HINTLAN GOLF TOURNOMENT | $2,500 | |
| HOLY TRINITY AMRENIAN CHURCH | |||||||
| 145 BRATTLE STREET | CAMBRIDGE | MA | 02138 | PC | TO SUPPORT ORGANIZATION ACITIVITIES | $1,000 | |
| GOLF FIGHTS CANCER | |||||||
| 300 ARNOLD PALMER BLVD | NORTON | MA | 02766 | PC | TO SUPPORT ORGANIZATION ACITIVITIES | $2,000 | |
| HOLY TRINITY AMRENIAN CHURCH | |||||||
| 145 BRATTLE STREET | CAMBRIDGE | MA | 02138 | PC | REQUIM FOR MIKE & GINNY | $500 | |
| CARROLL SCHOOL | |||||||
| 45 WALTHAM ROAD | WAYLAND | MA | 01778 | PC | TO SUPPORT ORGANIZATION ACITIVITIES | $6,500 | |
| MGH CANCER CENTER | |||||||
| 125 NASHUA STREET SUITE 540 | BOSTON | MA | 02114 | PC | TO SUPPORT ORGANIZATION ACITIVITIES | $200 | |
| DISABLED AMERICAN VETS | |||||||
| 85 WILLOW STREET | MALDEN | MA | 02148 | PC | IN MEMORY OF MIKE FERRICK | $500 | |
| BEACON BAPTIST CHURCH | |||||||
| 11616 INDIAN TOWN ROAD | JUPITER | FL | 33478 | PC | IN MEMORY OF KARY JAMOCHIAN | $200 | |
| HOLY TRINITY AMRENIAN CHURCH | |||||||
| 145 BRATTLE STREET | CAMBRIDGE | MA | 02138 | PC | IN MEMORY OF ED MAROOTIAN | $200 | |
| HOLY TRINITY AMRENIAN CHURCH | |||||||
| 145 BRATTLE STREET | CAMBRIDGE | MA | 02138 | PC | TO SUPPORT ORGANIZATION ACITIVITIES | $1,000 | |
| HOLY TRINITY AMRENIAN CHURCH | |||||||
| 145 BRATTLE STREET | CAMBRIDGE | MA | 02138 | PC | TO SUPPORT ORGANIZATION ACITIVITIES | $200 | |
| AMAACITY OF SMILES | |||||||
| 31 WEST CENTURY ROAD | PARAMUS | NJ | 07652 | PC | IN MEMORY OF VARKIS PARSHEGIAN | $300 | |
| AMAACITY OF SMILES | |||||||
| 31 WEST CENTURY ROAD | PARAMUS | NJ | 07652 | PC | IN MEMORY OF DICK KAZANJIAN | $200 | |
| BOCA RATON REGIONAL HOSPITAL | |||||||
| 745 MEADOWS ROAD | BOCA RATON | FL | 33486 | PC | GO PINK TOURNOMENT | $100 | |
| AMERICAN DIABETES ASSOCIATION | |||||||
| 40 SPEEN STREET | FRAMINGHAM | MA | 01701 | PC | IN MEMORY OF EVA MANTINI | $200 | |
| HOLY TRINITY AMRENIAN CHURCH | |||||||
| 145 BRATTLE STREET | CAMBRIDGE | MA | 02138 | PC | STWARDSHIP | $1,500 | |
| HOLY TRINITY AMRENIAN CHURCH | |||||||
| 145 BRATTLE STREET | CAMBRIDGE | MA | 02138 | PC | 1000 CLUB | $180 | |
| PAN MASS CHALLANGE | |||||||
| 77 4TH AVENUE | NEEDHAM | MA | 02494 | PC | IN MEMORY OF PETER RYAN | $100 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $33,560 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,018 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $5,295 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $9,313 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $9,313 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MUTUAL FUNDS | StockNm |
| EOY Book Value | $132,942 | EOYBookValueAmt |
| EOYFMV | $144,648 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FILING FEE | Desc |
| Revenue And Expenses Per Books | $35 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT FEES | $1,094 | $0 | $0 | $0 |
| BANK CHARGES | $226 | $0 | $0 | $0 |
Comments