WILSON CARUSO CHARITABLE FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- WILSON CARUSO CHARITABLE FOUNDATION (EIN 04-6861522)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-18
- IRS object ID
- 202113229349100306
- 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
- Investments Other Schedule2
- Legal Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-18T07:45:29-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042265163 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BURNS & LEVINSON LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 125 HIGH STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | 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 | 046861522 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILSON CARUSO CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WILS | BusinessNameControlTxt |
| Phone | 6179424259 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 315 CLAPBOARDTREE STREET | AddressLine1Txt |
| City | WESTWOOD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02090 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JUDITH CARUSO | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6179424259 | PhoneNum |
| Signature | 2021-11-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JUDITH | PersonFirstNm |
| Person Last | CARUSO | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | HOWARD E SCHWARTZ | PreparerPersonNm |
| PTIN | P00341233 | PTIN |
| Phone | 6173453000 | PhoneNum |
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) |
|---|---|---|
| Amended Return | Yes (X) | AmendedReturnInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,200,833 | 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 |
| Dividends Rev And Expnss | $15,048 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $15,048 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $15,048 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$124,296 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $99,130 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | -$109,248 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $15,048 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $15,048 | 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 |
| Legal Fees Rev And Expnss | $1,647 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $741 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $906 | LegalFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $347 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,994 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $741 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $906 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $106,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $106,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $107,994 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $741 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $106,906 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$217,242 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $14,307 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $15,048 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $22,063 | CashBOYAmt |
| Cash EOY | $30,653 | CashEOYAmt |
| Cash EOYFMV | $30,653 | CashEOYFMVAmt |
| Corporate Stock BOY | $1,279,846 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,149,126 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,069,142 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $181,731 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $86,619 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $101,038 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,483,640 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,266,398 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,200,833 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,480,101 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,480,101 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $3,539 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$213,703 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,483,640 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,266,398 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,483,640 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,266,398 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,483,640 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$217,242 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,266,398 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,266,398 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 100 SHRS CHESAPEASKE ENERGY CORP | P | 2016-08-30 | 2020-08-28 | $405 | $130,720 | -$130,315 | -$130,315 |
| 3,000 SHRS CALAMOS CONV OPP INC | P | 2012-02-10 | 2020-11-09 | $35,999 | $33,471 | $2,528 | $2,528 |
| 442 SHRS CALAMOS CONV OPP INC | P | 2013-05-21 | 2020-11-09 | $5,304 | $5,236 | $68 | $68 |
| 4,558 SHRS CALAMOS CONV OPP INC | P | 2013-05-21 | 2020-11-16 | $54,832 | $53,999 | $833 | $833 |
| CAPITAL GAINS DIVIDENDS | P | $2,590 | $2,590 | $2,590 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$124,296 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $199 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $199 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $199 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | 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 | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $199 | TaxDueAmt |
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 | 0 | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | RJ CARUSO | IndividualWithBooksNm |
| Phone | 6179424259 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 315 CLAPBOARDTREE STREET | AddressLine1Txt |
| City | WESTWOOD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02090 | 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 |
|---|---|---|---|---|---|---|---|---|
| RICHARD P CARUSO | ||||||||
| 315 CLAPBOARDTREE STREET | WESTWOOD | MA | 02090 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| JUDITH W CARUSO | ||||||||
| 315 CLAPBOARDTREE STREET | WESTWOOD | MA | 02090 | TRUSTEE | 0.50 | $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 |
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 | $2,443,577 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $26,358 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $137,621 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,607,556 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,607,556 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $39,113 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,568,443 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $128,422 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $128,422 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $199 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $199 | TotalTaxAmt |
| Distributable Before Adj | $128,223 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $128,223 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $128,223 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $106,906 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $106,906 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $106,906 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $128,223 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $13,021 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $13,438 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $21,330 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $17,091 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $12,057 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $76,937 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $106,906 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $106,906 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $21,317 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $21,317 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $55,620 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $55,620 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $5,142 | ExcessFromYear4Amt |
| Excess From Year3 | $21,330 | ExcessFromYear3Amt |
| Excess From Year2 | $17,091 | ExcessFromYear2Amt |
| Excess From Year1 | $12,057 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | RICHARD P CARUSO | ContributingManagerNm |
| Contributing Manager | JUDITH W CARUSO | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ALZHEIMER'S FOUNDATION | ||||||
| 322 EIGHTH AVE | NEW YORK | NY | 10001 | QUALIFIED CHARITY | GENERAL CHARITABLE DONATION | $5,000 |
| COMMUNITY SERVINGS | ||||||
| 179 AMORY STREET | JAMAICA PLAIN | MA | 02130 | QUALIFIED CHARITY | GENERAL CHARITABLE DONATION | $2,000 |
| CUMMINGS VETERINARY FUND | ||||||
| PO BOX 3306 | BOSTON | MA | 02241 | QUALIFIED CHARITY | GENERAL CHARITABLE DONATION | $2,500 |
| DOCTORS WITHOUT BORDERS | ||||||
| 40 RECTOR STREET | NEW YORK | NY | 10006 | QUALIFIED CHARITY | GENERAL CHARITABLE DONATION | $2,500 |
| FISHER HOUSE | ||||||
| PO BOX 97229 | WASHINGTON | DC | 20077 | QUALIFIED CHARITY | GENERAL CHARITABLE DONATION | $5,000 |
| HALE RESERVATION | ||||||
| PO BOX 310 | WESTWOOD | MA | 02090 | QUALIFIED CHARITY | GENERAL CHARITABLE DONATION | $5,000 |
| MASSACHUSETTS GENERAL HOSPITAL | ||||||
| 55 FRUIT STREET | BOSTON | MA | 02114 | QUALIFIED CHARITY | GENERAL CHARITABLE DONATION | $20,000 |
| NEADS | ||||||
| PO BOX 1100 | PRINCETON | MA | 01583 | QUALIFIED CHARITY | GENERAL CHARITABLE DONATION | $2,500 |
| NEWTON WELLESLEY HOSPITAL | ||||||
| 2014 WASHINGTON STREET | NEWTON | MA | 02462 | QUALIFIED CHARITY | GENERAL CHARITABLE DONATION | $15,000 |
| OUTWARD BOUND - THOMPSON ISLAND | ||||||
| PO BOX 127 | BOSTON | MA | 02127 | QUALIFIED CHARITY | GENERAL CHARITABLE DONATION | $10,000 |
| RIVERSIDE INDUSTRIES | ||||||
| ONE COTTAGE STREET | EASTHAMPTON | MA | 01027 | QUALIFIED CHARITY | GENERAL CHARITABLE DONATION | $7,500 |
| SAMARITAN'S PURSE | ||||||
| PO BOX 3000 | BOONE | NC | 28607 | QUALIFIED CHARITY | GENERAL CHARITABLE DONATION | $5,000 |
| SCHEPENS EYE RESEARCH INSTITUTE | ||||||
| 243 CHARLES STREET | BOSTON | MA | 02114 | QUALIFIED CHARITY | GENERAL CHARITABLE DONATION | $5,000 |
| SEASONS HOSPICE | ||||||
| 8537 SOLUTION CENTER | CHICAGO | IL | 60677 | QUALIFIED CHARITY | GENERAL CHARITABLE DONATION | $1,000 |
| SPAULDING REHABILITATION HOSPITAL | ||||||
| 1575 CAMBRIDGE STREET | BOSTON | MA | 02138 | QUALIFIED CHARITY | GENERAL CHARITABLE DONATION | $5,000 |
| TRUSTEES OF RESERVATIONS | ||||||
| 127 ESSEX STREET | BEVERLY | MA | 01915 | QUALIFIED CHARITY | GENERAL CHARITABLE DONATION | $5,000 |
| WESTWOOD COUNCIL ON AGING | ||||||
| 210 NAHATAN STREET | WESTWOOD | MA | 02090 | QUALIFIED CHARITY | GENERAL CHARITABLE DONATION | $2,500 |
| WESTWOOD FOOD BANK | ||||||
| 210 NAHATAN STREET | WESTWOOD | MA | 02090 | QUALIFIED CHARITY | GENERAL CHARITABLE DONATION | $2,000 |
| WESTWOOD LAND TRUST | ||||||
| PO BOX 2616 | WESTWOOD | MA | 02090 | QUALIFIED CHARITY | GENERAL CHARITABLE DONATION | $1,000 |
| WORLD CENTRAL KITCHEN | ||||||
| 1342 FLORIDA AVE NW | WASHINGTON | DC | 20009 | QUALIFIED CHARITY | GENERAL CHARITABLE DONATION | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $106,000 | 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 | $15,048 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$124,296 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$109,248 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$109,248 | 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 (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DEVON ENERGY CORP | $329,373 | $79,050 |
| DIGIMARC CORP | $197,389 | $236,200 |
| IAC INTERACTIVECORP | $134,494 | $946,750 |
| NAM TAI PROPERTY | $210,861 | $175,500 |
| MATCH GROUP | $277,009 | $1,631,642 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CALAMOS CONV OPP INC | AT COST | $59,235 | $67,700 |
| GABELLI CONV & INC SECS | AT COST | $27,384 | $33,338 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BURNS & LEVINSON LLP | CategoryTxt |
| Legal Fees | $1,647 | LegalFeesAmt |
| Net Investment Income | $741 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $906 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| US TREASURY | $312 | $0 | $0 | $0 |
| COMMONWEALTH OF MASSACHUSETTS | $35 | $0 | $0 | $0 |
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