TOPOL FAMILY FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- TOPOL FAMILY FOUNDATION INC (EIN 81-4872133)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-05-14
- IRS object ID
- 202131349349102818
- 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 Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-14T16:28:20-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 043077056 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOODY FAMIGLIETTI & ANDRONICO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 HIGHWOOD DRIVE | AddressLine1Txt |
| City | TEWKSBURY | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01876 | 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 | 814872133 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TOPOL FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TOPO | BusinessNameControlTxt |
| Phone | 5088461492 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 760994 | AddressLine1Txt |
| City | MELROSE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02176 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SIDNEY TOPOL | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5088461492 | PhoneNum |
| Signature | 2021-05-13 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SIDNEY | PersonFirstNm |
| Person Last | TOPOL | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JEFFREY R ARSENAULT CPAPFS MST CFP | PreparerPersonNm |
| PTIN | P00091325 | PTIN |
| Phone | 9785575300 | PhoneNum |
| Preparation | 2021-05-13 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | 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 | $328,025 | 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 | $677,720 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $6 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $6 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,872 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,872 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $122,340 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $357,302 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $122,340 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $802,938 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $125,218 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | 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 |
| Accounting Fees Rev And Expnss | $3,225 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,225 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $5,146 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $219 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $219 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $8,590 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,444 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $684,730 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $684,730 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $693,320 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,444 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $684,730 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $109,618 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $121,774 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst EOY | $80,535 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $80,535 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $195,000 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $147,242 | CorporateStockBOYAmt |
| Corporate Stock EOY | $241,560 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $247,490 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $342,242 | TotalAssetsBOYAmt |
| Total Assets EOY | $322,095 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $328,025 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $129,782 | GrantsPayableBOYAmt |
| Total Liabilities BOY | $129,782 | 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 | $212,460 | RetainedEarningBOYAmt |
| Retained Earning EOY | $322,095 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $212,460 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $322,095 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $342,242 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $322,095 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $212,460 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $109,618 | ExcessRevenueOverExpensesAmt |
| Other Increases | $17 | OtherIncreasesAmt |
| Subtotal | $322,095 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $322,095 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| MORGAN STANELY ACCT - 3441 | $238,714 | $178,918 | $59,796 | $59,796 |
| MORGAN STANELY ACCT - 3441 | $118,588 | $56,044 | $62,544 | $62,544 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $122,340 | 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 | $1,693 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,693 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,693 | 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 | $34 | EsPenaltyAmt |
| Tax Due | $1,727 | 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 | 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 | LINDA FENNELL | IndividualWithBooksNm |
| Phone | 5088461492 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 33 COMMONWEALTH AVE | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02116 | 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 (7 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 |
|---|---|---|---|---|---|---|---|---|
| SIDNEY TOPOL | ||||||||
| 575 SANCTUARY DRIVE APT 302 | LONGBOAT KEY | FL | 34228 | PRESIDENT/DIRECTOR | 2.00 | $0 | $0 | $0 |
| LINDA FENNELL | ||||||||
| 9 CLINTON ROAD | MELROSE | MA | 02176 | TREASURER | 2.00 | $0 | $0 | $0 |
| DEBORAH SHEIN | ||||||||
| 400 JACOB ST | SEEKONK | MA | 02771 | CLERK | 2.00 | $0 | $0 | $0 |
| MARTHA STOLZER | ||||||||
| 5 PLEASANT POINT DRIVE | PORTSMOUTH | NH | 03801 | VICE PRESIDENT | 2.00 | $0 | $0 | $0 |
| JOANNE OSTROFF | ||||||||
| 1105 ARMADA DRIVE | PASADENA | CA | 91103 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| MARTHA STOLZER | ||||||||
| 5 PLEASANT POINT DRIVE | PORTSMOUTH | NH | 03801 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| DEBORAH SHEIN | ||||||||
| 400 JACOB ST | SEEKONK | MA | 02771 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
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 | $94,805 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $9,032 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $103,837 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $103,837 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,558 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $102,279 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,114 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,114 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,693 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,693 | TotalTaxAmt |
| Distributable Before Adj | $3,421 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,421 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,421 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $684,730 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $684,730 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $684,730 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,421 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $238,898 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $578,402 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $946,142 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,763,442 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $684,730 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,421 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $681,309 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,444,751 | 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 | $2,444,751 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $238,898 | ExcessFromYear3Amt |
| Excess From Year2 | $578,402 | ExcessFromYear2Amt |
| Excess From Year1 | $946,142 | ExcessFromYear1Amt |
| Excess From Current Year | $681,309 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (56 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ACLU FOUNDATION OF MA | ||||||||
| 211 CONGRESS ST 3RD FLR | BOSTON | MA | 02110 | NONE | 501 (C)(3) | PROGRAM SUPPORT | $3,000 | |
| ALBERT EINSTEIN INSTITUTION INC | ||||||||
| PO BOX 455 | EAST BOSTON | MA | 02128 | NONE | 501 (C)(3) | PROGRAM SUPPORT | $20,000 | |
| ALZHEIMER'S ASSOCIATION | ||||||||
| MA/NH CHAPTER PO BOX 96011 | WASHINGTON | DC | 200906011 | NONE | 501 (C)(3) | PROGRAM SUPPORT | $2,000 | |
| AMERICAN FRIENDS OF COMBATANTS FOR PEACE | ||||||||
| PO BOX 27671 | SAN FRANCISCO | CA | 94127 | NONE | 501 (C)(3) | PROGRAM SUPPORT | $10,000 | |
| AMERICAN FRIENDS OF NSWAS | ||||||||
| 229 NORTH CENTRAL AVE 401 | GLENDALE | CA | 91203 | NONE | 501 (C)(3) | PROGRAM SUPPORT | $5,000 | |
| AMERICAN SOCIETY OF THE UNIV OF HAIFA | ||||||||
| 80 BROAD STREET SUITE 1004 | NEW YORK | NY | 10004 | NONE | 501 (C)(3) | PROGRAM SUPPORT | $25,000 | |
| AMERICAN SUPPORT FOR ISRAEL | ||||||||
| PO BOX 3263 | WASHINGTON | DC | 20010 | NONE | 501 (C)(3) | PROGRAM SUPPORT | $5,000 | |
| AMERICAN'S FOR PEACE NOW | ||||||||
| 1320 19TH STREET NW SUITE 400 | WASHINGTON | DC | 200361635 | NONE | 501 (C)(3) | PROGRAM SUPPORT | $5,000 | |
| BARACK OBAMA FOUNDATION | ||||||||
| ATTN DEVELOPMENT 5235 S HARPER | CHICAGO | IL | 60615 | NONE | 501 (C)(3) | PROGRAM SUPPORT | $500 | COURT SUITE 1140 |
| BEND THE ARC | ||||||||
| ATTN TRACY LIN PO BOX 1320 | SENECA | SC | 29679 | NONE | 501 (C)(3) | PROGRAM SUPPORT | $2,500 | |
| BEND THE ARC | ||||||||
| ATTNTRACY LIN PO BOX 1320 | SENECA | SC | 29679 | NONE | 501 (C)(3) | PROGRAM SUPPORT | $10,000 | |
| BOSTON FOUNDATION | ||||||||
| 75 ARLINGTON ST 3RD FLOOR | BOSTON | MA | 02116 | NONE | 501 (C)(3) | PROGRAM SUPPORT | $50,000 | |
| BOSTON FOUNDATION | ||||||||
| 75 ARLINGTON ST 3RD FLOOR | BOSTON | MA | 02116 | NONE | 501 (C)(3) | PROGRAM SUPPORT | $750 | |
| BOSTON JEWISH FILM FESTIVAL INC | ||||||||
| 1001 WATERTOWN ST | WEST NEWTON | MA | 02465 | NONE | 501 (C)(3) | PROGRAM SUPPORT | $4,000 | |
| BOSTON WORKERS CIRCLE | ||||||||
| CENTER FOR JEWISH CULTURE SOCIAL | BROOKLINE | MA | 02446 | NONE | 501 (C)(3) | PROGRAM SUPPORT | $5,000 | JUSTIC 6 WEBSTER ST |
| BRANDEIS UNIVERSITY RCRC | ||||||||
| 415 SOUTH STREET-MS110 | WALTHAM | MA | 02453 | NONE | 501 (C)(3) | PROGRAM SUPPORT | $65,000 | |
| BRANDEIS UNIVERSITY-THE HELLER SCHOOL | ||||||||
| 415 SOUTH STREET MS 035 | WALTHAM | MA | 024532728 | NONE | 501 (C)(3) | PROGRAM SUPPORT | $60,080 | |
| CIRCLE OF NATIONS INC | ||||||||
| 67 ADAMS ST | LYNN | MA | 01902 | NONE | 501 (C)(3) | PROGRAM SUPPORT | $5,000 | |
| CIRCLE OF NATIONS INC | ||||||||
| 67 ADAMS ST | LYNN | MA | 01902 | NONE | 501 (C)(3) | PROGRAM SUPPORT | $5,000 | |
| CITY YEAR NEW HAMPSHIRE | ||||||||
| 848 ELM STREET SUITE 201 | MANCHESTER | NH | 03101 | NONE | 501 (C)(3) | PROGRAM SUPPORT | $5,000 | |
| CYSTIC FIBROSIS FOUNDATION | ||||||||
| 220 NORTH MAIN STREET SUITE 104 | NATICK | MA | 01760 | NONE | 501 (C)(3) | PROGRAM SUPPORT | $10,000 | |
| FRIENDS IN DEED | ||||||||
| PO BOX 41125 | PASADENA | CA | 41125 | NONE | 501 (C)(3) | PROGRAM SUPPORT | $2,000 | |
| FRIENDS OF TAGHYEERFTM | ||||||||
| PO BOX 1280 | AMHERST | MA | 01004 | NONE | 501 (C)(3) | PROGRAM SUPPORT | $25,000 | |
| FRIENDS OF THE PUBLIC GARDEN | ||||||||
| 69 BEACON ST | BOSTON | MA | 02108 | NONE | 501 (C)(3) | PROGRAM SUPPORT | $5,400 | |
| GREATER BOSTON FOOD BANK | ||||||||
| 70 SOUTH BAY AVENUE | BOSTON | MA | 02118 | NONE | 501 (C)(3) | PROGRAM SUPPORT | $1,000 | |
| GREATER BOSTON FOOD BANK | ||||||||
| 70 SOUTH BAY AVENUE | BOSTON | MA | 02118 | NONE | 501 (C)(3) | PROGRAM SUPPORT | $500 | |
| GREATER BOSTON FOOD BANK | ||||||||
| 70 SOUTH BAY AVENUE | BOSTON | MA | 02118 | NONE | 501 (C)(3) | PROGRAM SUPPORT | $1,000 | |
| HARVARD KENNEDY SCHOOL | ||||||||
| CARR CENTER FOR HUMAN RIGHTS POLICY | CAMBRIDGE | MA | 02138 | NONE | 501 (C)(3) | PROGRAM SUPPORT | $100,000 | HKS MAILBOX 14 79 JFK STREET |
| HARVARD UNIVERSITY-FELLOWS | ||||||||
| PO BOX 419209 | BOSTON | MA | 022419209 | NONE | 501 (C)(3) | PROGRAM SUPPORT | $30,000 | |
| HARVARD UNIVERSITY-FELLOWS | ||||||||
| PO BOX 419209 | BOSTON | MA | 022419209 | NONE | 501 (C)(3) | PROGRAM SUPPORT | $20,000 | |
| HARVARD-CARR CENTER | ||||||||
| ATTN SUSHMA RAMAN EXEC DIRECTOR 79 | CAMBRIDGE | MA | 02138 | NONE | 501 (C)(3) | PROGRAM SUPPORT | $25,000 | JFK STREET |
| INDIVISIBLE CIVICS INC | ||||||||
| PO BOX 43884 | WASHINGTON | DC | 20010 | NONE | 501 (C)(3) | PROGRAM SUPPORT | $1,000 | |
| INTERNATIONAL CENTER FOR CONCILLIATION | ||||||||
| 78 PHILLIPS STREET | BOSTON | MA | 02114 | NONE | 501 (C)(3) | PROGRAM SUPPORT | $7,500 | |
| J STREET EDUCATION | ||||||||
| ATTN DEVELOPMENT PO BOX 66073 | WASHINGTON | DC | 20035 | NONE | 501 (C)(3) | PROGRAM SUPPORT | $5,000 | |
| J STREET EDUCATION | ||||||||
| ATTN DEVELOPMENT PO BOX 66073 | WASHINGTON | DC | 20035 | NONE | 501 (C)(3) | PROGRAM SUPPORT | $7,000 | |
| JITEGEMEE INC | ||||||||
| 411A HIGHLAND AVENUE 171 | SOMERVILLE | MA | 02144 | NONE | 501 (C)(3) | PROGRAM SUPPORT | $2,000 | |
| JUST VISION | ||||||||
| 1835 7TH STREET NW 110 | WASHINGTON | DC | 20001 | NONE | 501 (C)(3) | PROGRAM SUPPORT | $5,000 | |
| MGH | ||||||||
| 125 NASHUA ST SUITE 540 | BOSTON | MA | 02114 | NONE | 501 (C)(3) | PROGRAM SUPPORT | $750 | |
| MINUTEMAN ARC FOR HUMAN SERVICES INC | ||||||||
| 35 FOREST RIDGE ROAD | CONCORD | MA | 01742 | NONE | 501 (C)(3) | PROGRAM SUPPORT | $750 | |
| MUSEUM OF FINE ARTS BOSTON | ||||||||
| PATRON PROGRAM 465 HUNTINGTON | BOSTON | MA | 02115 | NONE | 501 (C)(3) | PROGRAM SUPPORT | $5,000 | AVENUE |
| NEW ENGLAND JEWISH LABOR COMMITTEE | ||||||||
| 18 TREMONT ST 320 BOSTON MA 02108 | BOSTON | MA | 02108 | NONE | 501 (C)(3) | PROGRAM SUPPORT | $2,000 | |
| NEW ISRAEL FUND | ||||||||
| PO BOX 177 | LEWISTON | ME | 042430177 | NONE | 501 (C)(3) | PROGRAM SUPPORT | $70,000 | |
| NEW URBAN ARTS | ||||||||
| 705 WESTMINSTER ST | PROVIDENCE | RI | 02903 | NONE | 501 (C)(3) | PROGRAM SUPPORT | $10,000 | |
| NONVIOLENCE INSTITUTE | ||||||||
| 256 OXFORD ST | PROVIDENCE | RI | 029051838 | NONE | 501 (C)(3) | PROGRAM SUPPORT | $2,000 | |
| PARTNERS FOR A PROGRESSIVE ISRAEL | ||||||||
| 601 WEST 26TH ST SUITE 325-30 | NEW YORK | NY | 10001 | NONE | 501 (C)(3) | PROGRAM SUPPORT | $3,000 | |
| PATRIOTIC MILLIONAIRES RESEARCH CENTER | ||||||||
| C/O TESSERACT RESEARCH CENTER INC | WASHINGTON | DC | 20006 | NONE | 501 (C)(3) | PROGRAM SUPPORT | $1,000 | 1701 K STREET NW STE 750 |
| SILENT SPRING INSTITUTE | ||||||||
| 320 NEVADA ST STE 302 | NEWTON | MA | 02460 | NONE | 501 (C)(3) | PROGRAM SUPPORT | $500 | |
| THE CARTER CENTER | ||||||||
| ATTN OFFICE OF DEVELOPMENT ONE | ATLANTA | GA | 30307 | NONE | 501 (C)(3) | PROGRAM SUPPORT | $1,000 | COPENHILL 453 FREEDOM PARKWAY NE |
| T'RUAH | ||||||||
| 266 WEST 37TH ST SUITE 803 | NEW YORK | NY | 10018 | NONE | 501 (C)(3) | PROGRAM SUPPORT | $15,000 | |
| TRUSTEES OF TUFTS COLLEGE | ||||||||
| TUFTS UNIVERISTY OFFICE OF | MEDFORD | MA | 02155 | NONE | 501 (C)(3) | PROGRAM SUPPORT | $10,000 | ADVANCEMENT 80 GEORGE STREET |
| UMASS BOSTON | ||||||||
| 100 MORRISSEY BLVD | BOSTON | MA | 021253393 | NONE | 501 (C)(3) | PROGRAM SUPPORT | $20,000 | |
| UMASS HILLEL AMHERST | ||||||||
| 388 NORTH PLEASANT ST | AMHERST | MA | 01002 | NONE | 501 (C)(3) | PROGRAM SUPPORT | $1,000 | |
| VIOLENCE IN BOSTON INC | ||||||||
| 6 FENNO ST | ROXBURY | MA | 021192279 | NONE | 501 (C)(3) | PROGRAM SUPPORT | $5,000 | |
| WGBH | ||||||||
| PO BOX 58875 | BOSTON | MA | 02205 | NONE | 501 (C)(3) | PROGRAM SUPPORT | $1,000 | |
| ZOO NEW ENGLAND | ||||||||
| DEVELOPMENT DEPARTMENT ONE FRANKLIN | BOSTON | MA | 021219901 | NONE | 501 (C)(3) | PROGRAM SUPPORT | $500 | PARK ROAD |
| ZOO NEW ENGLAND | ||||||||
| DEVELOPMENT DEPARTMENT ONE FRANKLIN | BOSTON | MA | 021219901 | NONE | 501 (C)(3) | PROGRAM SUPPORT | $1,000 | PARK ROAD |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $684,730 | 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 | $6 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,872 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $122,340 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $125,218 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $125,218 | 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 (4 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| SIDNEY TOPOL | |||||||
| 1 | 575 SANCTUARY DRIVE APT A302 | LONGBOAT KEY | FL | 34228 | $350,000 | Yes (X) | |
| DEBORAH SHEIN | |||||||
| 2 | 400 JACOB ST | SEEKONK | MA | 02771 | $20,000 | Yes (X) | |
| LILLIAN TOPOL | |||||||
| 3 | 33 COMMONWEALTH AVENUE | BOSTON | MA | 02116 | $220,000 | Yes (X) | |
| SIDNEY TOPOL | |||||||
| 4 | 575 SANCTUARY DRIVE APT A302 | LONGBOAT KEY | FL | 34228 | $87,720 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 4 | ContributorNum |
| Noncash Property | GIFT OF SECURITIES. | NoncashPropertyDesc |
| Fair Market Value | $87,720 | FairMarketValueAmt |
| Received | 2020-12-31 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING EXPENSE | CategoryTxt |
| Amt | $3,225 | Amt |
| Net Investment Income | $3,225 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | STOCKS | StockNm |
| EOY Book Value | $241,560 | EOYBookValueAmt |
| EOYFMV | $247,490 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OFFICE SUPPLIES | Desc |
| Revenue And Expenses Per Books | $219 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $219 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT | Desc |
| Amt | $17 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FEDERAL TAX EXPENSE | $4,627 | $0 | $0 | $0 |
| OTHER TAX EXPENSE | $519 | $0 | $0 | $0 |
Comments