DAMON AND SARA GADD FAMILY FUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- DAMON AND SARA GADD FAMILY FUNDATION (EIN 65-6172650)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-07-12
- IRS object ID
- 202131939349100013
- 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 Bonds Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-07-12T10:24:24-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 113298936 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HECHT AND ASSOCIATES LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 60 CUTTER MILL ROAD 512 | AddressLine1Txt |
| City | GREAT NECK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11021 | 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 | 656172650 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SARA & DAMON GADD FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SARA | BusinessNameControlTxt |
| Phone | 9788319596 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 160 | AddressLine1Txt |
| City | CONCORD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01742 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MEGAN GADD | PersonNm |
| Person Title | CO-TRUSTEE | PersonTitleTxt |
| Phone | 9788319596 | PhoneNum |
| Signature | 2021-06-24 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MEGAN | PersonFirstNm |
| Person Last | GADD | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROSS D PERRY CPA | PreparerPersonNm |
| PTIN | P00044580 | PTIN |
| Phone | 5164553687 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | 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 | $6,559,433 | 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 | $3,434,839 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $334 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $334 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $100,305 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $100,305 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,083,587 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,144,693 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,083,587 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $538 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $538 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $4,619,603 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,184,764 | 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 |
| Legal Fees Rev And Expnss | $6,000 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $3,000 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $3,000 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,500 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $10,546 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $10,182 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $26,310 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $26,310 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $45,856 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $40,992 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,500 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $101,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $101,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $146,856 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $40,992 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $105,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $4,472,747 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,143,772 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $176,883 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $931,538 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $931,538 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,348,687 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,700,627 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,260,780 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,366,193 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,367,115 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $1,525,570 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,998,358 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,559,433 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,525,570 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,525,570 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,472,788 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,525,570 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,998,358 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,525,570 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,998,358 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,525,570 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $4,472,747 | ExcessRevenueOverExpensesAmt |
| Other Increases | $41 | OtherIncreasesAmt |
| Subtotal | $5,998,358 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,998,358 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (45 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 574SH ABVIE | P | 2017-11-08 | 2020-01-08 | $51,570 | $54,911 | -$3,341 | -$3,341 |
| 839SH ALTRIA | P | 2017-11-08 | 2020-01-08 | $42,083 | $54,301 | -$12,218 | -$12,218 |
| 4SH BERKSHIRE HATHAWAY | P | 2018-07-22 | 2020-04-13 | $1,127,245 | $1,212,199 | -$84,954 | -$84,954 |
| 290SH BOEING | P | 2015-03-02 | 2020-04-13 | $42,744 | $44,590 | -$1,846 | -$1,846 |
| 440SH CVS CAREMARK | P | 2015-08-24 | 2020-01-08 | $31,952 | $44,744 | -$12,792 | -$12,792 |
| 360SH CARRIER GLOBAL | P | 2015-03-02 | 2020-04-13 | $5,119 | $7,601 | -$2,482 | -$2,482 |
| 260SH CORTEVA | P | 2016-05-06 | 2020-01-08 | $7,470 | $7,158 | $312 | $312 |
| 260SH DOW | P | 2016-05-06 | 2020-01-08 | $13,771 | $12,928 | $843 | $843 |
| 260SH DUPONT | P | 2016-05-06 | 2020-01-08 | $16,043 | $19,730 | -$3,687 | -$3,687 |
| 370SH GILEAD | P | 2015-11-23 | 2020-01-08 | $24,366 | $39,679 | -$15,313 | -$15,313 |
| 180SH OTIS | P | 2015-03-02 | 2020-04-13 | $8,351 | $11,397 | -$3,046 | -$3,046 |
| 350SH PPG | P | 2010-02-03 | 2020-01-08 | $45,067 | $277 | $44,790 | $44,790 |
| 360SH RAYTHEON | P | 2015-03-02 | 2020-04-13 | $21,999 | $25,358 | -$3,359 | -$3,359 |
| 280SH SNAP ON | P | 2015-08-24 | 2020-01-08 | $46,741 | $44,245 | $2,496 | $2,496 |
| 2665SH NESTLE SA | P | 2018-07-22 | 2020-04-14 | $284,160 | $225,019 | $59,141 | $59,141 |
| 620SH TE CONNECTIVITY | P | 2015-03-02 | 2020-04-13 | $42,926 | $45,093 | -$2,167 | -$2,167 |
| 5170SH APPLE | P | 2018-10-20 | 2020-10-22 | $599,653 | $196,588 | $403,065 | $403,065 |
| 27599SH BAIRD AGG BOND FUND | P | 2015-03-22 | 2020-10-22 | $325,667 | $300,000 | $25,667 | $25,667 |
| 385SH ISHARES S&P | P | 2020-10-20 | 2020-10-22 | $157,456 | $148,459 | $8,997 | $8,997 |
| 114SH BLACKROCK EVENT DRIVEN | P | 2019-02-05 | 2020-10-22 | $1,109 | $1,080 | $29 | $29 |
| 1450SH CISCO SYSTEMS | P | 2015-11-23 | 2020-10-22 | $56,134 | $40,035 | $16,099 | $16,099 |
| 206SH COMCAST | P | 2010-02-03 | 2020-10-22 | $9,286 | $2,684 | $6,602 | $6,602 |
| 21879SH DODGE AND COX INCOME | P | 2018-10-20 | 2020-10-22 | $321,190 | $303,905 | $17,285 | $17,285 |
| 270SH DODGE AND COX INCOME | P | 2020-10-20 | 2020-10-22 | $3,953 | $3,924 | $29 | $29 |
| 120SH EV GLOBAL MACR | P | 2015-09-01 | 2020-10-22 | $1,040 | $1,062 | -$22 | -$22 |
| 1343SH EXXON MOBIL | P | 2010-02-03 | 2020-10-22 | $46,691 | $20,096 | $26,595 | $26,595 |
| 100SH FIDELITY 500 INDEX | P | 2020-05-27 | 2020-10-22 | $11,980 | $10,550 | $1,430 | $1,430 |
| 95SH IBM | P | 2010-02-03 | 2020-10-22 | $10,967 | $1,193 | $9,774 | $9,774 |
| 1788SH ISHARES RUSSELL MID CAP | P | 2018-07-22 | 2020-10-22 | $325,374 | $218,395 | $106,979 | $106,979 |
| 11SH ISHARES CORE MSCI | P | 2018-09-27 | 2020-10-22 | $673 | $712 | -$39 | -$39 |
| 960SH ISHARES CORE MSCI | P | 2020-01-08 | 2020-10-22 | $58,667 | $62,859 | -$4,192 | -$4,192 |
| 775SH ISHARES CORE EMERGING | P | 2020-01-08 | 2020-10-22 | $42,738 | $41,980 | $758 | $758 |
| 163 LAZARD GLOBAL | P | 2015-05-04 | 2020-10-22 | $2,307 | $2,453 | -$146 | -$146 |
| 172SH LOCKHEED MARTIN | P | 2010-02-03 | 2020-10-22 | $63,694 | $54,107 | $9,587 | $9,587 |
| 110SH MERCK & CO | P | 2010-02-03 | 2020-10-22 | $8,705 | $4,349 | $4,356 | $4,356 |
| 640SH PPG INDS | P | 2010-02-03 | 2020-10-22 | $85,281 | $507 | $84,774 | $84,774 |
| 51SH T ROWE PRICE GROWTH | P | 2014-11-05 | 2020-10-22 | $4,718 | $2,875 | $1,843 | $1,843 |
| 452SH QUEST DIAGNOSTICS | P | 2010-02-03 | 2020-10-22 | $56,837 | $443 | $56,394 | $56,394 |
| 2115SH WELLS FARGO | P | 2010-02-03 | 2020-10-22 | $49,125 | $9,902 | $39,223 | $39,223 |
| 822SH WF MUNI BOND FUND | P | 2020-10-20 | 2020-10-22 | $8,701 | $8,415 | $286 | $286 |
| 721SH WF MUNI BOND FUND | P | 2018-10-20 | 2020-10-22 | $7,635 | $7,361 | $274 | $274 |
| 412SH VAN GUARD REAL ESTATE FUND | P | 2020-10-20 | 2020-10-22 | $46,897 | $52,986 | -$6,089 | -$6,089 |
| 40SH VAN GUARD REAL ESTATE FUND | P | 2019-04-08 | 2020-10-23 | $4,514 | $4,858 | -$344 | -$344 |
| 8410SH NESTLE SA | P | 2018-07-22 | 2020-10-27 | $982,259 | $710,098 | $272,161 | $272,161 |
| CAPITAL GAINS DIVIDENDS | P | $39,835 | $39,835 | $39,835 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,083,587 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $15,898 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $15,898 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $15,898 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $15,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $15,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $7 | EsPenaltyAmt |
| Tax Due | $905 | 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 | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | 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 | HECHT AND ASSOCIATES LLP | IndividualWithBooksNm |
| Phone | 5164553687 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 60 CUTTER MILL ROAD 512 | AddressLine1Txt |
| City | GREAT NECK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11021 | 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 |
|---|---|---|---|---|---|---|---|---|
| MEGAN D GADD | ||||||||
| PO BOX 160 | CONCORD | MA | 01742 | CO-TRUSTEE | 1.00 | $0 | $0 | $0 |
| SARA Z EARDENSOHN | ||||||||
| 189 SUMMER STREET | SOMERVILLE | MA | 02143 | CO-TRUSTEE | 1.00 | $0 | $0 | $0 |
| DELPHINE S DAMON | ||||||||
| 2205 PACIFIC AVENUE | SAN FRANCISCO | CA | 94115 | CO-TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| 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 | $3,817,020 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $554,211 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,371,231 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,371,231 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $65,568 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,305,663 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $215,283 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $215,283 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $15,898 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $15,898 | TotalTaxAmt |
| Distributable Before Adj | $199,385 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $199,385 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $199,385 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $105,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $105,500 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $105,500 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $199,385 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $417 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $105,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $417 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $105,083 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $94,302 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Recipient Foundation StatusRecipientFoundationStatusTxt |
|---|---|---|---|---|---|---|
| THE MALALA FUND | ||||||
| PO BOX 70280 | PHILADELPHIA | PA | 191760280 | FURTHERANCE OF THE MALALA FUND CHARITABLE PURPOSE | $20,500 | |
| PLANNED PARENTHOOD FEDERATION OF AMERICA INC | ||||||
| PO BOX 97166 | WASHINGTON | DC | 200907166 | FURTHERANCE OF THE PLANNED PARENTHOOD CHARITABLE PURPOSE | $30,000 | |
| ENVIRONMENTAL DEFENSE FUND | ||||||
| 1875 CONNECTICUT AVENUE SUITE 600 | WASHINGTON | DC | 20009 | FURTHERANCE OF THE ENVIRONMENTAL DEFENSE FUND CHARITABLE PURPOSE | $30,000 | |
| AMERICAN CIVIL LIBERTIES UNION FOUNDATION INC | ||||||
| 125 BROAD STREET 18TH FL | NEW YORK | NY | 10004 | FURTHERANCE OF THE ACLU CHARITABLE PURPOSE | $20,500 | POF |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $101,000 | 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) |
|---|---|---|
| Related Or Exempt Function Incm | $334 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $100,305 | RelatedOrExemptFunctionIncmAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $538 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $1,083,587 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $1,184,764 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,184,764 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (4 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | INT INCOME EARNED ON SECURITIES HELD FOR INVESTMENT |
| 4 | DIV INCOME EARNED ON SECURITIES HELD FOR INVESTMENT |
| 7 | OTHER INCOME ON SECURITIES HELD FOR INVESTMENT |
| 8 | GAIN(LOSS) ON SALE OF SECURITIES HELD FOR INVESTMENT |
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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| ESTATE OF SARA GADD | ||||||
| 1 | 2000 PGA BOULEVARD SUITE 4410 | NORTH PALM BEACH | FL | 33408 | $3,372,894 | Yes (X) |
| GADD CHARITABLE REMAINDER UNITRUST | ||||||
| 2 | 60 CUTTER MILL ROAD 512 | GREAT NECK | NY | 11021 | $61,945 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING-ROSS PERRY CPA PC | CategoryTxt |
| Amt | $3,000 | Amt |
| Net Investment Income | $1,500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,500 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | FIXED INCOME HOLDINGS | BondNm |
| EOY Book Value | $2,366,193 | EOYBookValueAmt |
| EOYFMV | $2,367,115 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITY HOLDINGS | StockNm |
| EOY Book Value | $2,700,627 | EOYBookValueAmt |
| EOYFMV | $3,260,780 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL-CHOATE HALL & STEWART LLP | CategoryTxt |
| Legal Fees | $6,000 | LegalFeesAmt |
| Net Investment Income | $3,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,000 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT MANAGEMENT FEES | Desc |
| Revenue And Expenses Per Books | $26,310 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $26,310 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| NON DIVIDENDS | $491 | $491 | $491 |
| TAX FREE DIVIDENDS | $47 | $47 | $47 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER ADJUSTMENT | Desc |
| Amt | $41 | Amt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (2 entries)
| ESTATE OF SARA GADD |
| GADD CHARITABLE REMAINDER UNITRUST |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX | $10,182 | $10,182 | $0 |
| 2019 990PF BAL DUE | $364 | $0 | $0 |
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