BETA

BARDEEN-GREYTAK FAMILY FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
BARDEEN-GREYTAK FAMILY FOUNDATION (EIN 04-3467040)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-05-19
IRS object ID
202001409349100020
Schema version
2019v5.1
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)
Return2020-05-19T14:58:16-05:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN061009205PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BLUM SHAPIRO & COMPANY PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line170 WELLS AVENUE SUITE 200AddressLine1Txt
CityNEWTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02459ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN043467040EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BARDEEN-GREYTAK FAMILY FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlBARDBusinessNameControlTxt
Phone6179054108PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line129 ACACIA AVENUEAddressLine1Txt
CityCHESTNUT HILLCityNm
State AbbreviationMAStateAbbreviationCd
ZIP024671302ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTHOMAS J GREYTAKPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone6179054108PhoneNum
Signature2020-05-19SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonALAN T HUBERMAN CPAPreparerPersonNm
PTINP00006185PTIN
Phone6176410040PhoneNum
Preparation2020-05-19PreparationDt
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,104,464FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$150,000ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$17,915DividendsRevAndExpnssAmt
Dividends Net Invst Incm$17,915DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$9,418NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$115,792GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$8,718CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$177,333TotalRevAndExpnssAmt
Total Net Invst Incm$26,633TotalNetInvstIncmAmt
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$2,400AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,200AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,200AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$596TaxesRevAndExpnssAmt
Taxes Net Invst Incm$65TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$531TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$70OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$70OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$3,066TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,265TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,801TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$57,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$57,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$60,066TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,265TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$58,801TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$117,267ExcessRevenueOverExpensesAmt
Net Investment Income$25,368NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$105,828SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$200,057SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$200,057SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$621,351CorporateStockBOYAmt
Corporate Stock EOY$644,389CorporateStockEOYAmt
Corporate Stock EOYFMV$904,407CorporateStockEOYFMVAmt
Total Assets BOY$727,179TotalAssetsBOYAmt
Total Assets EOY$844,446TotalAssetsEOYAmt
Total Assets EOYFMV$1,104,464TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$727,179RetainedEarningBOYAmt
Retained Earning EOY$844,446RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$727,179TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$844,446TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$727,179TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$844,446TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$727,179TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$117,267ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$844,446SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$844,446TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
FIDELITY OVERSEASP2018-12-072019-04-26$5,863$5,835$28$28
FIDELITY OVERSEASP2017-05-262019-04-26$101,023$100,539$484$484
CAPITAL GAINS DIVIDENDSP$8,206$8,206$8,206
FieldValueIRS element (for citing)
Capital Gain Net Income$8,718CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$44,238AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$794,842NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.055656DistributionYr1Rt
Adjusted Qlfy Distri Yr2$41,135AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$741,962NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.055441DistributionYr2Rt
Adjusted Qlfy Distri Yr3$35,000AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$553,009NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.063290DistributionYr3Rt
Adjusted Qlfy Distri Yr4$24,000AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$467,334NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.051355DistributionYr4Rt
Adjusted Qlfy Distri Yr5$22,106AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$371,033NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.059580DistributionYr5Rt
Total Distribution0.285322TotalDistributionRt
Average Distribution0.057064AverageDistributionRt
Net Vl Noncharitable Assets$910,497NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$51,957AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$254NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$52,211AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$58,801QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$254InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$254SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$254TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$254TaxDueAmt

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

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1THE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6179054108PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line129 ACACIA AVENUEAddressLine1Txt
CityCHESTNUT HILLCityNm
State AbbreviationMAStateAbbreviationCd
ZIP024671302ZIPCd
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 (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
THOMAS J GREYTAK
29 ACACIA AVENUECHESTNUT HILLMA024671302PRES, TREAS & DIRECTOR1.00$0$0$0
ANDREW B GREYTAK
111 WACCAMAW AVENUECOLUMBIASC29205VICE PRESIDENT & DIRECTOR0.50$0$0$0
MATTHEW B GREYTAK
1212 RESTON AVENUEHERNDONVA20170CLERK & DIRECTOR0.50$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$825,615AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$98,747AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$924,362TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$924,362AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$13,865CashDeemedCharitableAmt
Net Vl Noncharitable Assets$910,497NetVlNoncharitableAssetsAmt
Minimum Investment Return$45,525MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$45,525MinimumInvestmentReturnAmt
Tax Based On Investment Income$254TaxBasedOnInvestmentIncomeAmt
Total Tax$254TotalTaxAmt
Distributable Before Adj$45,271DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$45,271DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$45,271DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$58,801ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$58,801QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$254PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$58,547AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$45,271DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$3,642ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$2,502ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$7,625ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$4,702ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$5,006ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$23,477TotalExcessDistributionCyovAmt
Qualifying Distributions$58,801QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$45,271AppliedToCurrentYearAmt
Remaining Distri From Corpus$13,530RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$37,007TotalCorpusAmt
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$3,642ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$33,365ExcessDistriCyovToNextYrAmt
Excess From Year4$2,502ExcessFromYear4Amt
Excess From Year3$7,625ExcessFromYear3Amt
Excess From Year2$4,702ExcessFromYear2Amt
Excess From Year1$5,006ExcessFromYear1Amt
Excess From Current Year$13,530ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerTHOMAS J GREYTAKContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMERICAN CIVIL LIBERTIES UNION FOUNDATION
125 BROAD STREETNEW YORKNY10004N/APUBLIC CHARITYTO FURTHER RECIPIENT'S TAX-EXEMPT PURPOSE$6,000
EARTHJUSTICE
426 17TH STREETOAKLANDCA94612N/APUBLIC CHARITYTO FURTHER RECIPIENT'S TAX-EXEMPT PURPOSE$15,000
MASSACHUSETTS GENERAL HOSPITAL CANCER CENTER
55 FRUIT STREETBOSTONMA02114N/APUBLIC CHARITYTO FURTHER RECIPIENT'S TAX-EXEMPT PURPOSE$6,000
PLANNED PARENTHOOD
123 WILLIAM STREETNEW YORKNY10038N/APUBLIC CHARITYTO FURTHER RECIPIENT'S TAX-EXEMPT PURPOSE$15,000
UNION OF CONCERNED SCIENTISTS
TWO BRATTLE SQUARECAMBRIDGEMA02138N/APUBLIC CHARITYTO FURTHER RECIPIENT'S TAX-EXEMPT PURPOSE$15,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$57,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$17,915ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion01ExclusionCd
Exclusion$9,418ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$27,333ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$27,333TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1THOMAS J GREYTAKBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line129 ACACIA AVENUEAddressLine1Txt
CityCHESTNUT HILLCityNm
State AbbreviationMAStateAbbreviationCd
ZIP024671302ZIPCd
FieldValueIRS element (for citing)
Total Contributions$150,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING/TAX SERVICESCategoryTxt
Amt$2,400Amt
Net Investment Income$1,200NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,200DisbursementsCharitablePrpsAmt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp

FieldValueIRS element (for citing)
AssetIRS REFUNDAssetDesc
How AcquiredPURCHASEDHowAcquiredTxt
Gross Sales Price$700GrossSalesPriceAmt
Sales Expense$0SalesExpenseAmt
Total Net$700TotalNetAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (12 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
FIDELITY 500 INDEX$237,157$345,388
FIDELITY EXTD MARKET INDEX$133,173$159,640
FID SMALL CAP INDEX$123,360$157,199
ACCENTURE PLC CLS A$4,692$16,846
AUTOMATIC DATA PROCESSING$4,703$18,755
CANADIAN NATL RY CO$5,268$14,472
CHURCH & DWIGHT$5,106$12,802
COLGATE-PALMOLIVE$6,429$10,326
COMCAST CORP$5,293$12,232
ROSS STORES$3,516$20,490
VISA$4,464$18,790
FIDELITY LARGE CAP$111,228$117,467

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescMA FORM PC FILING FEESDesc
Revenue And Expenses Per Books$70RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$70DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES WITHHELD$65$65$0
IRS TAX PAYMENTS$531$0$531

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