A M FUND: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- A M FUND (EIN 04-6956130)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-11
- IRS object ID
- 202123159349100902
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-11T08:06:43-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 263753134 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBIZ MHM LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 BOYLSTON STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02116 | 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 | 046956130 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE AM FUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AMFU | BusinessNameControlTxt |
| Phone | 6175744032 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 ATLANTIC AVE | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ARNOLD HIATT | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6175744032 | PhoneNum |
| Signature | 2021-11-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ARNOLD | PersonFirstNm |
| Person Last | HIATT | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOANNA D POWELL | PreparerPersonNm |
| PTIN | P01488107 | PTIN |
| Phone | 6177610600 | PhoneNum |
| Preparation | 2021-11-04 | 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 | $1,613,922 | 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 | $301,097 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $2,342 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,342 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $13,670 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $13,670 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $182,224 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $212,912 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,358 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $499,333 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $18,370 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $43,333 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $43,333 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $2,685 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $2,685 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $6,334 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $6,334 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $11,835 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,350 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $20,780 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $20,780 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,548 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $3,499 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $91,515 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,684 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $70,297 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $534,950 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $534,950 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $626,465 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,684 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $605,247 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$127,132 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $7,686 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $135,317 | CashBOYAmt |
| Cash EOY | $26,575 | CashEOYAmt |
| Cash EOYFMV | $26,575 | CashEOYFMVAmt |
| Other Investments BOY | $1,572,197 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,553,807 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,587,347 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $3,272 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,272 | LandBldgEquipAccumDeprecAmt |
| Total Assets BOY | $1,707,514 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,580,382 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,613,922 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $85,886 | CapitalStockBOYAmt |
| Capital Stock EOY | $85,886 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,621,628 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,494,496 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,707,514 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,580,382 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,707,514 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,580,382 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,707,514 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$127,132 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,580,382 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,580,382 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|
| CHARLES SCHWAB LTCG | 2020-12-31 | $31,182 | $31,182 | $31,182 | ||
| CHARLES SCHWAB STCL | 2020-12-31 | -$30,688 | -$30,688 | $30,688 | ||
| CHARLES SCHWAB UNREALIZED GAIN | 2020-12-31 | $179,866 | $0 | $0 | $179,866 | |
| CAPITAL GAINS DIVIDENDS | $1,864 | $1,864 | $1,864 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,358 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $107 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $107 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $107 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $12,880 | 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 | $12,880 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $12,773 | OverpaymentAmt |
| Applied To ES Tax | $12,773 | 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 | 0 | 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 | ARNOLD HIATT | IndividualWithBooksNm |
| Phone | 6175744032 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 ATLANTIC AVE | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| ARNOLD S HIATT | ||||||||
| 400 ATLANTIC AVENUE | BOSTON | MA | 02110 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| AMY R HIATT | ||||||||
| 400 ATLANTIC AVENUE | BOSTON | MA | 02110 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| MATTHEW T HIATT | ||||||||
| 400 ATLANTIC AVENUE | BOSTON | MA | 02110 | TRUSTEE | 5.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ELLEN SAHL | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 ATLANTIC AVE | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | ASST. TO CHAIRMAN | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $43,333 | CompensationAmt |
| Employee Benefits | $2,685 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,246,634 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $178,142 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,424,776 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,424,776 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $21,372 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,403,404 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $70,170 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $70,170 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $107 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $107 | TotalTaxAmt |
| Distributable Before Adj | $70,063 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $70,063 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $70,063 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $605,247 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $605,247 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $605,247 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $70,063 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $939,209 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $441,201 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $649,757 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $685,102 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $577,992 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,293,261 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $605,247 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $70,063 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $535,184 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,828,445 | 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 | $939,209 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,889,236 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $441,201 | ExcessFromYear4Amt |
| Excess From Year3 | $649,757 | ExcessFromYear3Amt |
| Excess From Year2 | $685,102 | ExcessFromYear2Amt |
| Excess From Year1 | $577,992 | ExcessFromYear1Amt |
| Excess From Current Year | $535,184 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ARNOLD S HIATT | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (29 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| BOSTON SYMPHONY ORCHESTRA | |||||||
| 301 MASSACHUSETTS AVENUE | BOSTON | MA | 02115 | 501(C)(3) | GENERAL FUNDING | $200 | |
| AMERICAN ACADEMY OF ARTS & SCIENCES | |||||||
| 136 IRVING STREET | CAMBRIDGE | MA | 02138 | 501(C)(3) | GENERAL FUNDING | $500 | |
| TEREZIN MUSIC FUNDING | |||||||
| PO BOX 230206 | BOSTON | MA | 02123 | 501(C)(3) | GENERAL FUNDING | $500 | |
| COMMUNITY CATALYST | |||||||
| ONE FEDERAL ST | BOSTON | MA | 02116 | 501(C)(3) | GENERAL FUNDING | $1,000 | |
| WEST END HOUSE | |||||||
| 105 ALLSTON ST SUITE 1250 | ALLSTON | MA | 02134 | 501(C)(3) | GENERAL FUNDING | $1,000 | |
| DOCTORS WITHOUT BORDERS | |||||||
| 40 RECTOR ST 16TH FL | NEW YORK | NY | 10006 | 501(C)(3) | GENERAL FUNDING | $1,000 | |
| STUDENT CONSERVATION ASSOCIATION | |||||||
| 4601 N FAIRFAX DR SUITE 900 | ARLINGTON | VA | 22203 | 501(C)(3) | GENERAL FUNDING | $1,500 | |
| CAMPAIGN LEGAL CENTER | |||||||
| 1101 14TH ST NW SUITE 400 | WASHINGTON | DC | 20005 | 501(C)(3) | GENERAL FUNDING | $2,000 | |
| UNITED FOR A FAIR ECONOMY | |||||||
| 184 HIGH ST 603 | BOSTON | MA | 02210 | 501(C)(3) | GENERAL FUNDING | $2,500 | |
| EASTERSEALS MASSACHUSETTS INC | |||||||
| 484 MAIN ST SUITE 600 | WORCESTER | MA | 01608 | 501(C)(3) | GENERAL FUNDING | $2,500 | |
| HORIZONS AT DEDHAM COUNTRY DAY | |||||||
| 90 SANDY VALLEY ROAD | DEDHAM | MA | 02026 | 501(C)(3) | GENERAL FUNDING | $2,500 | |
| RALPH LOWELL SOCIETY - WGBH | |||||||
| ONE GUEST STREET | BOSTON | MA | 02110 | 501(C)(3) | GENERAL FUNDING | $5,000 | |
| PARTNERS IN HEALTH | |||||||
| 800 BOYLSTON ST SUITE 300 | BOSTON | MA | 02129 | 501(C)(3) | GENERAL FUNDING | $5,000 | |
| HAND IN HAND | |||||||
| PO BOX 80102 | PORTLAND | OR | 97280 | 501(C)(3) | GENERAL FUNDING | $5,250 | |
| MASS COMMUNITIES FOR ACTION NETWORK | |||||||
| 14 CUSHION AVE | DORCHESTER | MA | 02125 | 501(C)(3) | GENERAL FUNDING | $10,000 | |
| BEAVER COUNTRY DAY SCHOOL | |||||||
| 791 HAMMOND ST | CHESTNUT HILL | MA | 02467 | 501(C)(3) | GENERAL FUNDING | $10,000 | |
| RIAN IMMIGRANT CENTER | |||||||
| ONE STATE ST 8TH FLOOR | BOSTON | MA | 02109 | 501(C)(3) | GENERAL FUNDING | $10,000 | |
| COMBINED JEWISH PHILANTHROPIES | |||||||
| 126 HIGH ST | BOSTON | MA | 02110 | 501(C)(3) | GENERAL FUNDING | $10,000 | |
| MASSACHUSETTS BUDGET AND POLICY CENTER | |||||||
| 1 STATE ST SUITE 1250 | BOSTON | MA | 02109 | 501(C)(3) | GENERAL FUNDING | $15,000 | |
| CENTER FOR JUSTICE AND ACCOUNTABILITY | |||||||
| ONE HALLIDIE PLAZA SUITE 406 | SAN FRANCISCO | CA | 94102 | 501(C)(3) | GENERAL FUNDING | $15,000 | |
| NEIGHBOR TO NEIGHBOR | |||||||
| 15 COURT SQ SUITE 345 | BOSTON | MA | 02108 | 501(C)(3) | GENERAL FUNDING | $20,000 | |
| INSTITUTE FOR JUSTICE & DEMOCRACY IN HAITI | |||||||
| 15 NEWBURY ST | BOSTON | MA | 02116 | 501(C)(3) | GENERAL FUNDING | $25,000 | |
| THE RIVERS SCHOOL | |||||||
| 333 WINTER STREET | WESTON | MA | 02493 | 501(C)(3) | GENERAL FUNDING | $25,000 | |
| MIL MILAGROS | |||||||
| 400 ATLANTIC AVENUE | BOSTON | MA | 02110 | 501(C)(3) | GENERAL FUNDING | $27,000 | |
| ISSUE ONE | |||||||
| 1401 K STREET NW | WASHINGTON | DC | 20005 | 501(C)(3) | GENERAL FUNDING | $27,500 | |
| DEDHAM COUNTRY DAY SCHOOL | |||||||
| 90 SANDY VALLEY ROAD | DEDHAM | MA | 02026 | 501(C)(3) | GENERAL FUNDING | $50,000 | |
| NEW ISRAEL FUND | |||||||
| 437 NEWTONVILLE AVE SUITE 4 | NEWTON | MA | 02460 | 501(C)(3) | GENERAL FUNDING | $80,000 | |
| J STREET EDUCATION FUND INC | |||||||
| J STREET PO BOX 66073 | WASHINGTON | DC | 20025 | 501(C)(3) | GENERAL FUNDING | $80,000 | |
| THE BOSTON RESILIENCY FUND | |||||||
| CITY OF BOSTON TREASURY DEPT 1 CITY | BOSTON | MA | 02201 | 501(C)(3) | GENERAL FUNDING | $100,000 | HALL SQ RM-5 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $534,950 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,342 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $13,670 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $182,224 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $198,236 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $198,236 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARNOLD S HIATT REVOCABLE TRUST | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 ATLANTIC AVE | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $301,097 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | SECURITIES | NoncashPropertyDesc |
| Fair Market Value | $301,097 | FairMarketValueAmt |
| Received | 2020-12-21 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,000 | Amt |
| Net Investment Income | $3,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CHARLES SCHWAB 3244 | FMV | $1,350,840 | $1,384,380 |
| CHARLES SCHWAB 9131 | FMV | $202,967 | $202,967 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL FEES | $2,453 | $0 | $2,453 |
| OFFICE EXPENSES | $1,019 | $0 | $1,019 |
| BANK FEES | $27 | $0 | $27 |
| MISC EXPENSE | $49 | $0 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MGMT FEES | CategoryTxt |
| Amt | $6,334 | Amt |
| Net Investment Income | $6,334 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MASSACHUSETTS FILING FEE | $250 | $250 | $0 |
| PAYROLL TAXES | $3,485 | $0 | $0 |
| FEDERAL TAXES | $7,000 | $0 | $0 |
| FOREIGN TAXES | $1,100 | $1,100 | $0 |
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