LISA P LOEB FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
LISA P LOEB FOUNDATION (EIN 04-6860384)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-11-17
IRS object ID
202113219349100106
Schema version
2020v4.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2021-11-17T08:20:44-06:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN042694095PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1LITMANGERSON ASSOCIATES LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11330 BOYLSTON STREETAddressLine1Txt
CityCHESTNUT HILLCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02467ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN046860384EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LISA P LOEB FOUNDATIONBusinessNameLine1Txt
Business Name Line2ALBERTA RICHMOND TRUSTEEBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlLISABusinessNameControlTxt
Phone6173325828PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line18 MANITOBA ROADAddressLine1Txt
CityWABANCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02468ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonALBERTA RICHMONDPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone6173325828PhoneNum
Signature2021-11-17SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstALBERTAPersonFirstNm
Person LastRICHMONDPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonPETER BOARIPreparerPersonNm
PTINP00168392PTIN
Phone6177385200PhoneNum
Preparation2021-11-17PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$586,849FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$34InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$34InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$11,682DividendsRevAndExpnssAmt
Dividends Net Invst Incm$11,682DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$23,617NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$280,637GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$23,617CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$35,333TotalRevAndExpnssAmt
Total Net Invst Incm$35,333TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$6,600AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$6,600AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$4,261OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$4,261OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$2,874TaxesRevAndExpnssAmt
Taxes Net Invst Incm$2,839TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$13,735TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$13,700TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$50,680ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$50,680ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$64,415TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$13,700TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$50,680TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$29,082ExcessRevenueOverExpensesAmt
Net Investment Income$21,633NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash EOY-$1CashEOYAmt
Cash EOYFMV-$1CashEOYFMVAmt
Sav And Temp Cash Invst BOY$6,553SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$27,167SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$27,167SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$263,455CorporateStockBOYAmt
Corporate Stock EOY$220,620CorporateStockEOYAmt
Corporate Stock EOYFMV$316,279CorporateStockEOYFMVAmt
Corporate Bonds BOY$238,582CorporateBondsBOYAmt
Corporate Bonds EOY$231,722CorporateBondsEOYAmt
Corporate Bonds EOYFMV$243,404CorporateBondsEOYFMVAmt
Total Assets BOY$508,590TotalAssetsBOYAmt
Total Assets EOY$479,508TotalAssetsEOYAmt
Total Assets EOYFMV$586,849TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$508,590RetainedEarningBOYAmt
Retained Earning EOY$479,508RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$508,590TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$479,508TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$508,590TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$479,508TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$508,590TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$29,082ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$479,508SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$479,508TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
JP MORGAN #F21145001P$77,940$74,053$3,887$3,887
JP MORGAN #F21145001P$201,082$182,967$18,115$18,115
CAPITAL GAINS DIVIDENDSP$1,615$1,615$1,615
FieldValueIRS element (for citing)
Capital Gain Net Income$23,617CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$301InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$301SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$301TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$301TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr Satisfied0Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateMAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksALBERTA RICHMOND TRUSTEEIndividualWithBooksNm
Phone6173325828PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line18 MANITOBA ROADAddressLine1Txt
CityWABANCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02468ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonALBERTA RICHMONDPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line18 MANITOBAAddressLine1Txt
CityWABANCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02468ZIPCd
FieldValueIRS element (for citing)
TitleTRUSTEETitleTxt
Average Hrs Per Wk Devoted To Pos0.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$559,311AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$6,648AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$565,959TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$565,959AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$8,489CashDeemedCharitableAmt
Net Vl Noncharitable Assets$557,470NetVlNoncharitableAssetsAmt
Minimum Investment Return$27,874MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$27,874MinimumInvestmentReturnAmt
Tax Based On Investment Income$301TaxBasedOnInvestmentIncomeAmt
Total Tax$301TotalTaxAmt
Distributable Before Adj$27,573DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$27,573DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$27,573DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$50,680ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$50,680QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$50,680AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$27,573DistributableAsAdjustedAmt
Undistributed Income PY$27,680UndistributedIncomePYAmt
Prior Year12018PriorYear1Yr
Prior Year22017PriorYear2Yr
Prior Year32016PriorYear3Yr
Total For Prior Years$9,133TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$50,680QualifyingDistributionsAmt
Applied To Year1$27,680AppliedToYear1Amt
Applied To Prior Years$9,133AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$13,867AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$13,706UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonALBERTA RICHMONDRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line18 MANITOBA ROADAddressLine1Txt
CityWABANCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02468ZIPCd
FieldValueIRS element (for citing)
Recipient Phone6173325828RecipientPhoneNum
Form And Info And MaterialsLETTER SPECIFYING PURPOSE OF REQUEST AND EVIDENCE OF TAX EXEMPT STATUS.FormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (33 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
2LIFE COMMUNITIES
30 WALLINGFORD RDBRIGHTONMA02135NONE501(C)(3) CHARITYUNRESTRICTED PURPOSE$500
CHARLES RIVER YMCA
863 GREAT PLAINS AVENUENEEDHAMMA02492NONE501(C)(3) CHARITYUNRESTRICTED PURPOSES$500
FAMILY ACCESS OF NEWTON
492 WALTHAM STREETNEWTONMA02465NONE501(C)(3) CHARITYUNRESTRICTED PURPOSE$1,000
GOOD SHEPHERD COMMUNITY CARE
160 WELLS AVENEWTONMA02459NONE501(C)(3) CHARITYUNRESTRICTED PURPOSE$1,000
HEBREW COLLEGE
160 HERRICK RDNEWTONMA02459NONE501(C)(3) CHARITYUNRESTRICTED PURPOSE$1,680
HEBREW SENIOR LIFE
1200 CENTRE STREETROSLINDALEMA02130NONE501(C)(3) CHARITYUNRESTRICTED PURPOSES$7,000
MASS GENERAL CANCER CENTER AT NEWTON WELLSLEY HOSPITAL
2014 WASHINGTON STREETNEWTONMA02462NONE501(C)(3) CHARITYUNRESTRICTED PURPOSE$500
MASSACHUSETTS EYE AND EAR
243 CHARLES STREETBOSTONMA02114NONE501(C)(3) CHARITYUNRESTRICTED PURPOSE$2,000
MGH FUND
125 NASHUA STBOSTONMA02114NONE501(C)(3) CHARITYUNRESTRICTED PURPOSE$1,500
NEWTON FOOD PANTRY
1000 COMMONWEALTH AVENEWTONMA02459NONE501(C)(3) CHARITYUNRESTRICTED PURPOSE$2,000
NEWTON FREE LIBRARY
330 HOMER STREETNEWTONMA02459NONE501(C)(3) CHARITYUNRESTRICTED PURPOSE$1,000
NEWTON WELLSLEY HOSPITAL
2014 WASHINGTON STREETNEWTONMA02462NONE501(C)(3) CHARITYUNRESTRICTED PURPOSE$2,000
PINE ST INN
444 HARRISON AVEBOSTONMA02118NONE501(C)(3) CHARITYUNRESTRICTED PURPOSE$1,500
PROJECT BREAD
145 BORDER STREETBOSTONMA02128NONE501(C)(3) CHARITYUNRESTRICTED PURPOSE$1,000
SALVATION ARMY
33 MYRTLE STREETWALTHAMMA02453NONE501(C)(3) CHARITYUNRESTRICTED PURPOSE$2,000
SOUTHERN POVERTY LAW CENTER
400 WASHINGTON AVEMONTGOMERYAL36104NONE501(C)(3) CHARITYUNRESTRICTED PURPOSE$1,000
STANBRIDGE ACADEMY
515 E POPLAR AVESAN MATEOCA94401NONE501(C)(3) CHARITYUNRESTRICTED PURPOSE$1,000
TEMPLE ALIYAH
1664 CENTRAL AVENEEDHAMMA02492NONE501(C)(3) CHARITYUNRESTRICTED PURPOSES$6,000
TEMPLE ISRAEL
477 LONGWOOD AVEBOSTONMA02215NONE501(C)(3) CHARITYUNRESTRICTED PURPOSE$3,000
THE BENTLEY SCHOOL
25 MEMORIAL DRIVESALEMMA01970NONE501(C)(3) CHARITYUNRESTRICTED PURPOSES$1,500
THE GREATER BOSTON FOOD BANK
70 SOUTH BAY AVEBOSTONMA02118NONE501(C)(3) CHARITYUNRESTRICTED PURPOSE$2,500
UNDERSTANDING OUR DIFFERENCES
100 WALNUT STREETNEWTONMA02460NONE501(C)(3) CHARITYUNRESTRICTED PURPOSE$500
UNIVERSITY OF MICHIGAN TRANSPLANT CENTER
1500 E MEDICAL CENTER DR 3868ANN ARBORMI48109NONE501(C)(3) CHARITYUNRESTRICTED PURPOSE$2,000
USO
PO BOX 96860WASHINGTONDC20077NONE501(C)(3) CHARITYUNRESTRICTED PURPOSE$500
WORLD JEWISH CONGRESS
501 MADISON AVENEW YORKNY10022NONE501(C)(3) CHARITYUNRESTRICTED PURPOSE$500
CJP
126 HIGH STREETBOSTONMA02110NONE501(C)(3) CHARITYUNRESTRICTED PURPOSES$1,500
FOOD LINK
108 SUMMER STREETARLINGTONMA02474NONE501(C)(3) CHARITYUNRESTRICTED PURPOSES$1,000
GLOBE SANTA
300 CONSTITUTION DRIVETAUNTONMA02780NONE501(C)(3) CHARITYUNRESTRICTED PURPOSES$1,000
HEIFER INTERNATIONAL
1 WORLD AVELITTL ROCKAR72202NONE501(C)(3) CHARITYUNRESTICTED PURPOSES$500
INTERNATIONAL SOCIAL SEERVICES
1120 N CHARLES STREETBALTIMOREMD21201NONE501(C)(3) CHARITYUNRESTRICTED PURPOSES$1,000
LAPPIN FOUNDATION
29 CONGRESS STRETSALEMMA01970NONE501(C)(3) CHARITYUNRESTRICTED PURPOSES$500
ST JUDE'S HOSPITAL
262 DANNY THOMAS PLACEMEMPHISTN38105NONE501(C)(3) CHARITYUNRESTRICTRD PURPOSES$1,000
SUSAN G KOMEN
13770 NOEL ROAD SUITE 801889DALLASTX75380NONE501(C)(3) CHARITYUNRESTRICTED PURPOSES$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$50,680TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$34ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$11,682ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion01ExclusionCd
Exclusion$23,617ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$35,333ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$35,333TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTANT FEESCategoryTxt
Amt$6,600Amt
Net Investment Income$6,600NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Applied To Prior Year Election AppliedToPriorYearElection

FieldValueIRS element (for citing)
ElectionTHE TAXPAYER ELECTS TO APPLY CURRENT YEAR EXCESS QUAILFYING DISTRIBUTIONS TO PRIOR YEARSElectionDesc

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondJPM - F21145001BondNm
EOY Book Value$231,722EOYBookValueAmt
EOYFMV$243,404EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockJPM - F21145001StockNm
EOY Book Value$220,620EOYBookValueAmt
EOYFMV$316,279EOYFMVAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT MGT FEESCategoryTxt
Amt$4,261Amt
Net Investment Income$4,261NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
STATE FEES$35$0$0
FEDERAL TAXES$2,839$2,839$0

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