KAHN FAMILY CHARITABLE FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
KAHN FAMILY CHARITABLE FOUNDATION (EIN 20-3946440)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-04-30
IRS object ID
202141209349101414
Schema version
2020v4.1
Source
Download XML · Original 990 at ProPublica

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

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2021-04-30T10:06:24-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN042442519PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1EDELSTEIN AND COMPANY LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1160 FEDERAL STREET 9TH FLOORAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02110ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN203946440EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1KAHN FAMILY CHARITABLE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlKAHNBusinessNameControlTxt
Phone7812355415PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line121 PEIRCE ROADAddressLine1Txt
CityWELLESLEYCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02481ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJORDAN A KAHNPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone7812355415PhoneNum
Signature2021-04-30SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJORDANPersonFirstNm
Person LastKAHNPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonEUGENE BORGONZIPreparerPersonNm
PTINP01269879PTIN
Phone6172276161PhoneNum
Preparation2021-04-29PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,282,285FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$294InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$294InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$29,166DividendsRevAndExpnssAmt
Dividends Net Invst Incm$27,584DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$62,980NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$206,009GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$62,980CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$92,440TotalRevAndExpnssAmt
Total Net Invst Incm$90,858TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$6,800AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$3,400AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$3,400AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$5,152OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$5,152OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$2,353TaxesRevAndExpnssAmt
Taxes Net Invst Incm$144TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$35OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$35OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$14,340TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$8,696TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$3,435TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$228,750ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$228,750ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$243,090TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$8,696TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$232,185TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$150,650ExcessRevenueOverExpensesAmt
Net Investment Income$82,162NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$78,087SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$70,463SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$70,463SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$801,522CorporateStockBOYAmt
Corporate Stock EOY$822,317CorporateStockEOYAmt
Corporate Stock EOYFMV$822,317CorporateStockEOYFMVAmt
Other Investments BOY$531,334OtherInvestmentsBOYAmt
Other Investments EOY$389,505OtherInvestmentsEOYAmt
Other Investments EOYFMV$389,505OtherInvestmentsEOYFMVAmt
Total Assets BOY$1,410,943TotalAssetsBOYAmt
Total Assets EOY$1,282,285TotalAssetsEOYAmt
Total Assets EOYFMV$1,282,285TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$1,410,943CapitalStockBOYAmt
Capital Stock EOY$1,282,285CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$0RetainedEarningBOYAmt
Retained Earning EOY$0RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,410,943TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,282,285TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,410,943TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,282,285TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,410,943TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$150,650ExcessRevenueOverExpensesAmt
Other Increases$21,992OtherIncreasesAmt
Subtotal$1,282,285SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,282,285TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertySALE OF PUBLICLY TRADED SECURITIESPropertyDesc
Gross Sales Price$206,009GrossSalesPriceAmt
Cost Or Other Basis$143,029CostOrOtherBasisAmt
Gain Or Loss$62,980GainOrLossAmt
Gains Minus Excess Or Losses$62,980GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$62,980CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,142InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,142SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,142TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,640EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$1,640TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$498OverpaymentAmt
Applied To ES Tax$498AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateMAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksJORDAN A KAHN TRUSTEEIndividualWithBooksNm
Phone7812355414PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line121 PEIRCE ROADAddressLine1Txt
CityWELLESLEYCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02481ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JORDAN A KAHN
21 PEIRCE ROADWELLESLEYMA02481TRUSTEE0.50$0$0$0
SUSAN R KAHN
21 PEIRCE ROADWELLESLEYMA02481TRUSTEE0.50$0$0$0
LAWRENCE M KAHN
158 LOWELL ROADWELLESLEYMA02481TRUSTEE0.25$0$0$0
KRIS D KAHN
158 BRISTOL ROADWELLESLEYMA02481TRUSTEE0.25$0$0$0
TORIANIO D WHITE
19 AUDOBON ROADMILTONMA02186TRUSTEE0.25$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,201,187AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$56,942AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,258,129TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,258,129AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$18,872CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,239,257NetVlNoncharitableAssetsAmt
Minimum Investment Return$61,963MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$61,963MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,142TaxBasedOnInvestmentIncomeAmt
Total Tax$1,142TotalTaxAmt
Distributable Before Adj$60,821DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$60,821DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$60,821DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$232,185ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$232,185QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$232,185AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$60,821DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$60,027ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$105,289ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$74,880ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$59,156ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$67,059ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$366,411TotalExcessDistributionCyovAmt
Qualifying Distributions$232,185QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$60,821AppliedToCurrentYearAmt
Remaining Distri From Corpus$171,364RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$537,775TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$60,027ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$477,748ExcessDistriCyovToNextYrAmt
Excess From Year4$105,289ExcessFromYear4Amt
Excess From Year3$74,880ExcessFromYear3Amt
Excess From Year2$59,156ExcessFromYear2Amt
Excess From Year1$67,059ExcessFromYear1Amt
Excess From Current Year$171,364ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonJORDAN A KAHN TRUSTEERecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line121 PEIRCE ROADAddressLine1Txt
CityWELLESLEYCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02481ZIPCd
FieldValueIRS element (for citing)
Recipient Phone7812355415RecipientPhoneNum
Form And Info And MaterialsLETTER FORMATFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (34 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMERICAN CANCER SOCIETY
132 W 32ND STREETNEW YORKNY10001N/APCPROGRAM SUPPORT$5,000
CHABAD HOUSE JEWISH CENTER
34 CEDAR STREETMILFORDMA01757N/APCPROGRAM SUPPORT$1,000
CRADLES TO CRAYONS
155 NORTH BEACON STREETBRIGHTONMA02135N/APCPROGRAM SUPPORT$1,000
FRESHMAN FRESH START
9 LANSDOWNE STREET SUITE 2BOSTONMA02215N/APCPROGRAM SUPPORT$1,500
GUIDING EYES FOR THE BLIND
611 GRANITE SPRINGS ROADYORKTOWN HEIGHTSNY10598N/APCPROGRAM SUPPORT$1,000
ISRAEL TENNIS CENTERS FOUNDATION
57 WEST 38TH ST STE 605NEW YORKNY10018N/APCPROGRAM SUPPORT$3,000
ADAPTIVE SPORTS AT MOUNT SNOW
39 MOUNT SNOW ROADMT SNOWVT05356N/APCPROGRAM SUPPORT$5,000
FRIENDS OF THE WELLESLEY COUNCIL ON AGING
3 ELIOT STREETNATICKMA01760N/APCPROGRAM SUPPORT$1,000
PINE STREET INN
444 HARRISON AVEBOSTONMA02118N/APCPROGRAM SUPPORT$3,000
ROSIE'S PLACE
889 HARRISON AVENUEBOSTONMA02118N/APCPROGRAM SUPPORT$3,000
TEAM SPARTANS
400 HEATH STREETCHESTNUT HILLMA02467N/APCPROGRAM SUPPORT$5,000
THE GREATER BOSTON FOOD BANK
70 S BAY AVENUEBOSTONMA02118N/APCPROGRAM SUPPORT$9,000
THE MEADOWBROOK SCHOOL
10 FARM ROADWESTONMA02493N/APCPROGRAM SUPPORT$15,000
MICHAEL C ROTHBERG 9-11 MEMORIAL SCHOLARSHIP FUND
PO BOX 116SHARONMA02067N/APCPROGRAM SUPPORT$1,000
THE PROGERIA RESEARCH FOUNDATION
PO BOX 3453PEABODYMA01961N/APCPROGRAM SUPPORT$2,000
UNITED SERVICE ORGANIZATIONS (USO)
427 COMMERCIAL STBOSTONMA02109N/APCPROGRAM SUPPORT$200
WELLESLEY FIREFIGHTERS RELIEF ASSOCIATION
457 WORCESTER STWELLESLEYMA02481N/APCPROGRAM SUPPORT$250
WELLESLEY FOOD PANTRY
207 WASHINGTON STREETWELLESLEYMA02481N/APCPROGRAM SUPPORT$2,000
WELLESLEY FREE LIBRARY FOUNDATION INC
530 WASHINGTON STREETWELLESLEYMA02482N/ASO IPROGRAM SUPPORT$250
WOUNDED WARRIOR PROJECT
4899 BELFORT ROAD SUITE 300JACKSONVILLEFL32256N/APCPROGRAM SUPPORT$500
UNICORN CHILDRENS FOUNDATION
99 SE MIZNER BLVD SUITE 120BOCA RATONFL33432N/APCPROGRAM SUPPORT$5,000
THE CURETIVITY FOUNDATION
23 OLD KINGS HIGHWAY SOUTHDARIANCT06820N/APCPROGRAM SUPPORT$20,000
BOCA HELPING HANDS
1500 NW 1ST CTBOCA RATONFL33432N/APCPROGRAM SUPPORT$1,000
WELLSPRING INC DBA WELLSPRING MULTI-SERVICE CENTER
814 NANTASKET AVENUEHULLMA02045N/APCPROGRAM SUPPORT$3,500
WORLD CENTRAL KITCHEN INC
655 NEW YORK AVE NWM 6TH FLOORWASHINGTONDC20001N/APCPROGRAM SUPPORT$3,000
JEWISH VOCATIONAL SERVICE INC (JVS BOSTON)
75 FEDERAL STREETBOSTONMA02110N/APCPROGRAM SUPPORT$5,000
FRIENDS OF THE PARAGON CAROUSEL
PO BOX 100HULLMA02045N/APCPROGRAM SUPPORT$25,000
BRIGHAM AND WOMEN'S HOSPITAL
75 FRANCIS STREETBOSTONMA02115N/APCPROGRAM SUPPORT$1,500
HABITAT FOR HUMANITY
240 COMMERCIAL STREETBOSTONMA02109N/APCPROGRAM SUPPORT$500
WELLESLEY FRIENDLY AID ASSOCIATION
219 WASHINGTON STREETWELLESLEYMA02481N/APCPROGRAM SUPPORT$500
SPCA INTERNATIONAL
242 W 30TH STREETNEW YORKNY10001N/APCPROGRAM SUPPORT.$50
MASSACHUSETTS GENERAL HOSPITAL
44 FRUIT STREETBOSTONMA02114N/APCPROGRAM SUPPORT$100,000
BOSTON CHARITABLE TRUST FUND
BOSTON CITY HALL NO M-5BOSTONMA02201N/APCPROGRAM SUPPORT$2,000
BRIDGE BOSTON CHARTER SCHOOL
435 WARREN STREETBOSTONMA02119N/APCPROGRAM SUPPORT$2,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$228,750TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$294ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$29,166ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$62,980ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$92,440ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$92,440TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREPARATIONCategoryTxt
Amt$6,800Amt
Net Investment Income$3,400NetInvestmentIncomeAmt
Disbursements Charitable Prps$3,400DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORPORATE STOCKSStockNm
EOY Book Value$822,317EOYBookValueAmt
EOYFMV$822,317EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemMUTUAL FUNDSCategoryOrItemTxt
Listed At Cost Or FMVFMVListedAtCostOrFMVCd
Book Value$389,505BookValueAmt
EOYFMV$389,505EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescSTATE FILING FEEDesc
Revenue And Expenses Per Books$35RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$35DisbursementsCharitablePrpsAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAIN ON INVESTMENTSDesc
Amt$21,992Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT MANAGEMENT FEESCategoryTxt
Amt$5,152Amt
Net Investment Income$5,152NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES$144$144$0
FEDERAL EXCISE TAX$2,209$0$0

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