DMR FAMILY FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- DMR FAMILY FOUNDATION INC (EIN 20-0380136)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-13
- IRS object ID
- 202003189349101215
- 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
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Land Schedule2
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-13T08:59:13-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 043296226 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DICICCO GULMAN & COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 PRESIDENTIAL WAY SUITE 510 | AddressLine1Txt |
| City | WOBURN | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01801 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200380136 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DMR FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Business Name Line2 | C/O SRH LLC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DMRF | BusinessNameControlTxt |
| Phone | 7814496650 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1215 CHESTNUT STREET | AddressLine1Txt |
| City | NEWTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02464 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID M ROSENBERG | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7814496650 | PhoneNum |
| Signature | 2020-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DARLENE JARVIS CPA | PreparerPersonNm |
| PTIN | P01403414 | PTIN |
| Phone | 7819375300 | PhoneNum |
| Preparation | 2020-11-09 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 73.47.92.217 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-12 | IPDt |
| IP Tm | 18:30:52 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 6A618E1DF15C008E6AE44DDCF76EA0A01EE453E5 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,089,998 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $74,504 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $74,504 | InterestOnSavNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $34,689 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $34,689 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | -$39,032 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $599,377 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,259,299 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $599,377 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $708,570 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $708,570 | 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 | $20,737 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $17,990 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,300 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,447 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,447 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $50 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $50 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $51,425 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $6,507 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $14,380 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $14,380 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $33,347 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $33,347 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $0 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $11,143 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $136,829 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $73,721 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $321,148 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $321,148 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $457,977 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $73,721 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $321,148 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $250,593 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $634,849 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $42,830 | CashBOYAmt |
| Cash EOY | $625,622 | CashEOYAmt |
| Cash EOYFMV | $625,622 | CashEOYFMVAmt |
| Other Nts And Loans Rcvbl | $1,411,148 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $1,136,377 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $1,411,148 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $1,411,148 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Bonds BOY | $2,857,019 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $696,220 | InvstLandCostOrOtherBasisAmt |
| Land Bldg Investments BOY | $1,568,680 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $696,220 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $694,220 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $10 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,228,838 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,359,008 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $90,443 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $5,695,359 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,961,828 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,089,998 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $624 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $15,252 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $15,876 | 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 | $5,695,359 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,945,952 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,695,359 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,945,952 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,695,359 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,961,828 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,695,359 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $250,593 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $5,945,952 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,945,952 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|---|
| SALE OF 21 HUDSON | P | 2016-10-03 | 2019-04-03 | $1,500,000 | $28,640 | $1,157,073 | $371,567 | $371,567 |
| SALE OF 41 LEWIS | P | 2017-05-26 | 2019-08-09 | $580,000 | $20,574 | $486,761 | $113,813 | $113,813 |
| FIDELITY | P | 2019-06-10 | 2019-08-02 | $562,567 | $559,490 | $3,077 | $3,077 | |
| FIDELITY | P | 2018-06-12 | 2019-08-01 | $616,732 | $505,812 | $110,920 | $110,920 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $599,377 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $157,396 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,509,983 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.062708 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $34,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $523,403 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.064960 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $9,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $507,611 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.017730 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $36,752 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $562,071 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.065387 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $152,850 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $619,416 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.246765 | DistributionYr5Rt |
| Total Distribution | 0.457550 | TotalDistributionRt |
| Average Distribution | 0.091510 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,904,443 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $357,296 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $6,348 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $363,644 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $321,148 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $12,697 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $12,697 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $12,697 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,366 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $7,366 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $5,331 | 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 | Yes (1) | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEPHEN N WILCHINS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7812374400 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20 WILLIAM STREET SUITE 130 | AddressLine1Txt |
| City | WELLESLEY | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02481 | 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 | Yes (1) | BusinessHoldingsInd |
| Excess Business Holdings | 0 | ExcessBusinessHoldingsInd |
| 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| DAVID M ROSENBERG | ||||||||
| C/O SRH LLC 1215 CHESTNUT STREET | NEWTON | MA | 02464 | PRESIDENT AND DIRECTOR | 0.00 | $0 | $0 | $0 |
| DAVID M ROSENBERG | ||||||||
| C/O SRH LLC 1215 CHESTNUT STREET | NEWTON | MA | 02464 | TREASURER | 0.00 | $0 | $0 | $0 |
| STEPHEN N WILCHINS | ||||||||
| 20 WILLIAM STREET SUITE 130 | WELLESLEY | MA | 02481 | CLERK | 0.00 | $0 | $0 | $0 |
| BETH H ROSENBERG | ||||||||
| 505 TREMONT STREET 906 | BOSTON | MA | 02116 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| STEPHEN N WILCHINS | ||||||||
| 20 WILLIAM STREET SUITE 130 | WELLESLEY | MA | 02481 | 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 | $3,742,698 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $221,204 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,963,902 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,963,902 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $59,459 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,904,443 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $195,222 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $195,222 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $12,697 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $12,697 | TotalTaxAmt |
| Distributable Before Adj | $182,525 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $182,525 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $182,525 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $321,148 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $321,148 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $321,148 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $182,525 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $122,561 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $8,938 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $8,132 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $34,964 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $174,595 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $321,148 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $182,525 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $138,623 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $313,218 | 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 | $122,561 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $190,657 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $8,938 | ExcessFromYear4Amt |
| Excess From Year2 | $8,132 | ExcessFromYear2Amt |
| Excess From Year1 | $34,964 | ExcessFromYear1Amt |
| Excess From Current Year | $138,623 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DAVID M ROSENBERG | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BEAVER COUNTRY DAY SCHOOL | |||||||
| 791 HAMMOND STREET | CHESTNUT HILL | MA | 02467 | N/A | PUBLIC CHARITY | YOUTH | $44,200 |
| CAMP BAUERCREST INC | |||||||
| 17 OLD COUNTY RD | AMESBURY | MA | 01913 | N/A | PUBLIC CHARITY | YOUTH | $1,300 |
| CORNELL UNIVERSITY | |||||||
| 616 THURSTON AVE | ITHACA | NY | 14853 | N/A | PUBLIC CHARITY | EDUCATION | $140,000 |
| MARTHA VINEYARD HEBREW CENTER | |||||||
| 130 CENTER STREET | VINEYARD HAVEN | MA | 02568 | N/A | PUBLIC CHARITY | RELIGIOUS | $7,410 |
| MV ADVENTURE | |||||||
| P O BOX 4215 | VINEYARD HAVEN | MA | 02568 | N/A | PUBLIC CHARITY | YOUTH | $3,957 |
| MV YOUTH INC | |||||||
| PO BOX 65 | CHILMARK | MA | 02535 | N/A | PUBLIC CHARITY | YOUTH | $31,518 |
| SENSE OF WONDER | |||||||
| 23 GROVE AVE | VINEYARD HAVEN | MA | 02568 | N/A | PUBLIC CHARITY | YOUTH | $2,560 |
| YMCA | |||||||
| 111R EDGARTOWN-VINEYARD HAVEN RD | VINEYARD HAVEN | MA | 02568 | N/A | PUBLIC CHARITY | YOUTH | $13,373 |
| VGC FOUNDATION | |||||||
| 100 CLUBHOUSE LANE | EDGARTOWN | MA | 02539 | N/A | PUBLIC CHARITY | YOUTH | $500 |
| LIFE IMPACT CENTRE | |||||||
| P O BOX 906 | BEND | OR | 97709 | N/A | PUBLIC CHARITY | RELIGIOUS | $10,000 |
| SPECIAL OLYMPICS OF MA | |||||||
| 512 FOREST ST | MARLBOROUGH | MA | 01752 | N/A | PUBLIC CHARITY | MEDICAL | $250 |
| ITHACA PUBLIC EDUCATION INITIATIVE | |||||||
| P O BOX 4268 | ITHACA | NY | 14852 | N/A | PUBLIC CHARITY | EDUCATION | $6,080 |
| COURT BUILDERS OF AMERICA | |||||||
| 15 GENEVA ROAD | ANDOVER | MA | 01810 | N/A | PUBLIC CHARITY | YOUTH | $30,000 |
| BENEFIT FOR ELLA TALIA LUENING | |||||||
| 32 WEST STREET | TISBURY | MA | 02575 | N/A | PUBLIC CHARITY | MEDICAL | $5,000 |
| MARTHA VINEYARD BOYS AND GIRLS CLUB | |||||||
| 10 N SUMMER ST | EDGARTOWN | MA | 02539 | N/A | PUBLIC CHARITY | YOUTH | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $321,148 | 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 | $74,504 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 531310 | BusinessCd |
| Unrelated Business Taxbl Incm | -$39,032 | UnrelatedBusinessTaxblIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $599,377 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$39,032 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $673,881 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $634,849 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,300 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (4 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Computation MethodComputationMethodTxt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt | Prior Year DepreciationPriorYearDepreciationAmt | LifeLifeRt |
|---|---|---|---|---|---|---|---|
| LAND | 2017-12-31 | $106,952 | L | $0 | $0 | ||
| BUILDING | 2017-12-31 | $864,744 | SL | $6,467 | $6,467 | $22,173 | 39.000000000000 |
| LAND | 2017-12-31 | $283,654 | L | $0 | $0 | ||
| BUILDING | 2017-12-31 | $348,164 | SL | $7,913 | $7,913 | $12,661 | 27.500000000000 |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| LAND | $106,952 | $0 | $106,952 |
| BUILDING | $864,744 | $28,640 | $836,104 |
| LAND | $283,654 | $0 | $283,654 |
| BUILDING | $348,164 | $20,574 | $327,590 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INVESTMENTS | AT COST | $978,557 | $990,280 |
| FIDELITY 3873 | AT COST | $2,250,281 | $2,368,728 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (4 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| LEGAL FEES | $2,747 | $0 | $0 |
| LEGAL AND PROFESSIONAL | $5,629 | $5,629 | $0 |
| LEGAL AND PROFESSIONAL | $559 | $559 | $0 |
| LEGAL AND PROFESSIONAL | $11,802 | $11,802 | $0 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| NET 41 LEWIS ASSETS | $18,060 | $0 |
| NET 21 HUDSON ASSETS | $63,683 | $0 |
| DUE FROM THREE AMIGOS | $8,700 | $0 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $1,212 | $0 | $0 |
| BANK SERVICE CHARGES | $146 | $0 | $0 |
| ADVISORY FEES | $9,785 | $0 | $0 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED EXPENSES | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $15,252 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MISC | $0 | $0 | $0 |
| MANAGEMENT FEES | $1,447 | $1,447 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (6 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MA FILING FEES | $159 | $0 | $0 |
| MA INCOME TAX | $10,000 | $0 | $0 |
| CARP LOAN WRITE OFF | $34,759 | $0 | $0 |
| PROPERTY AND OTHER TAXES | $4,212 | $4,212 | $0 |
| PROPERTY AND OTHER TAXES | $10 | $10 | $0 |
| PROPERTY AND OTHER TAXES | $2,285 | $2,285 | $0 |
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