PAUL AND JILL KANEB FAMILY CHARITABLE: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- PAUL AND JILL KANEB FAMILY CHARITABLE (EIN 59-3214005)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-05-06
- IRS object ID
- 202011279349100016
- 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
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-05-06T12:55:22-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 050409384 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KAHN LITWIN RENZA & CO LTD | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 99 SUMMER STREET SUITE 520 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | 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 | 593214005 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PAUL AND JILL KANEB FAMILY CHARITABLE | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PAUL | BusinessNameControlTxt |
| Phone | 7727787140 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | GEORGE E WARREN 3001 OCEAN DR 20 | AddressLine1Txt |
| City | VERO BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 329631992 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PAUL KANEB | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 7727787140 | PhoneNum |
| Signature | 2020-05-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MITCHELL HALPERN | PreparerPersonNm |
| PTIN | P00297038 | PTIN |
| Phone | 6172368098 | PhoneNum |
| Preparation | 2020-05-04 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 71.117.160.66 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-05-04 | IPDt |
| IP Tm | 11:27:22 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 99CFE56DF7C4E951F6D3A49632AD905F628B72F1 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 3D1E1D6944BF42989D58688DD1CD13F21CB7CD9A | 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 | $4,142,473 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $70,589 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $70,589 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $621,317 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,356,929 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $621,317 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $691,906 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $691,906 | 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 |
| Accounting Fees Rev And Expnss | $5,725 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,717 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,008 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $17,331 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $17,331 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $903 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $903 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $117 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $82 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $35 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $24,076 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $20,033 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,043 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $202,972 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $202,972 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $227,048 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $20,033 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $207,015 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $464,858 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $671,873 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $300,355 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,330,328 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,330,328 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $2,673,806 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,069,142 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,812,145 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,974,161 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,399,470 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,142,473 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $2,071,167 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,071,167 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $902,994 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,328,303 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,974,161 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,399,470 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,974,161 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,399,470 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,974,161 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $464,858 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,439,019 | SubtotalAmt |
| Other Decreases | $39,549 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,399,470 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| BROWN BROTHERS HARRIMAN - AVAILABLE UPON REQUEST | P | 2019-12-31 | $650,286 | $596,781 | $53,505 | $53,505 |
| BROWN BROTHERS HARRIMAN - AVAILABLE UPON REQUEST | P | 2019-12-31 | $1,439,987 | $943,685 | $496,302 | $496,302 |
| CHARLES SCHWAB - AVAILABLE UPON REQUEST | P | 2019-12-31 | $54,274 | $49,590 | $4,684 | $4,684 |
| CHARLES SCHWAB - AVAILABLE UPON REQUEST | P | 2019-12-31 | $190,163 | $145,556 | $44,607 | $44,607 |
| CAPITAL GAINS DIVIDENDS | P | $22,219 | $22,219 | $22,219 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $621,317 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $191,265 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,805,196 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.050264 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $184,227 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,615,645 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.050953 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $157,885 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,202,769 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.049296 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $150,735 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,993,812 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.050349 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $161,073 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,130,816 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.051448 | DistributionYr5Rt |
| Total Distribution | 0.252310 | TotalDistributionRt |
| Average Distribution | 0.050462 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,867,166 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $195,145 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $6,719 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $201,864 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $207,015 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $6,719 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,719 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,719 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,420 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $3,420 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $3,299 | 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 | PAUL D KANEB SR | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7727787140 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | GEORGE E WARREN 3001 OCEAN DR 203 | AddressLine1Txt |
| City | VERO BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 329631992 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| PAUL D KANEB SR | ||||||||
| 111 STINGAREE POINT-JOHNS ISLAND | VERO BEACH | FL | 329633835 | TRUSTEE | 0.25 | $0 | $0 | $0 |
| JILL M KANEB | ||||||||
| 111 STINGAREE POINT-JOHNS ISLAND | VERO BEACH | FL | 329633835 | TRUSTEE | 0.25 | $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) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,029,279 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $896,778 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,926,057 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,926,057 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $58,891 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,867,166 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $193,358 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $193,358 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,719 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,719 | TotalTaxAmt |
| Distributable Before Adj | $186,639 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $186,639 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $186,639 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $207,015 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $207,015 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $6,719 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $200,296 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $186,639 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $6,992 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $4,192 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,402 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $10,821 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $3,063 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $27,470 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $207,015 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $186,639 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $20,376 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $47,846 | 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 | $6,992 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $40,854 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $4,192 | ExcessFromYear4Amt |
| Excess From Year3 | $2,402 | ExcessFromYear3Amt |
| Excess From Year2 | $10,821 | ExcessFromYear2Amt |
| Excess From Year1 | $3,063 | ExcessFromYear1Amt |
| Excess From Current Year | $20,376 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (28 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ANTHRACITE UPLAND POINTING DOG ASSOCIATION | ||||||||
| 111 W WASHINGTON STREET | MUIR | PA | 17957 | NONE | PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $8,250 | |
| BARNSTABLE CLEAN WATER COALITION | ||||||||
| 864 MAIN STREET | OSTERVILLE | MA | 02655 | NONE | PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $2,500 | |
| BARNSTABLE HOUSING AUTHORITY | ||||||||
| 146 SOUTH STREET | HYANNIS | MA | 02601 | NONE | PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $50 | |
| BARNSTABLE LAND TRUST | ||||||||
| 407 NORTH STREET | HYANNIS | MA | 02601 | NONE | PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $2,500 | |
| BRIGHAM AND WOMEN'S HOSPITAL | ||||||||
| 75 FRANCIS STREET | BOSTON | MA | 02115 | NONE | PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $6,500 | |
| CAHOON MUSEUM OF AMERICAN ART | ||||||||
| 4676 FALMOUTH ROAD | COTUIT | MA | 02635 | NONE | PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $250 | |
| CAPE COD HEALTHCARE FOUNDATION | ||||||||
| PO BOX 370 | HYANNIS | MA | 02601 | NONE | PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $5,000 | |
| COLGATE UNIVERSITY | ||||||||
| 13 OAK DRIVE | HAMILTON | NY | 13346 | NONE | PUBLIC CHARITY | GENERAL OPERATING EXPENSES; LUNCHEON FOR NEW UNIVERSITY PRESIDENT | $16,927 | |
| HEBRON ACADEMY | ||||||||
| 339 PANS ROAD | HEBRON | ME | 04238 | NONE | PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $40,000 | |
| HIBISCUS CHILDRENS CENTER | ||||||||
| 130 INDIAN RIVER DRIVE STE 202 | FORT PIERCE | FL | 34950 | NONE | PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $600 | |
| INDIAN RIVER LAND TRUST INC | ||||||||
| 80 ROYAL PALM POINTE 301 | VERO BEACH | FL | 32960 | NONE | PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $100,350 | |
| IRCFIMPACT 100 | ||||||||
| 4010 EXECUTIVE PARK DRIVE SUITE 100 | CINCINNATI | OH | 45241 | NONE | PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $1,000 | |
| JOHNS HOPKINS UNIVERSITY | ||||||||
| MASON HALL 3400 N CHARLES ST | BALTIMORE | MD | 21218 | NONE | PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $100 | |
| LEUKEMIA AND LYMPHOMA SOCIETY | ||||||||
| 2346 POST ROAD 202 | WARWICK | RI | 02886 | NONE | PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $100 | |
| MASSACHUSETTS GENERAL HOSPITAL FUND | ||||||||
| 125 NASHUA STREET STE 540 | BOSTON | MA | 024141101 | NONE | PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $550 | |
| MCKEE BOTANICAL GARDEN | ||||||||
| 350 US-1 | VERO BEACH | FL | 32962 | NONE | PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $10,000 | |
| OSTERVILLE HISTORICAL MUSEUM | ||||||||
| 155 W BAY ROAD | OSTERVILLE | MA | 02655 | NONE | PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $350 | |
| OSTERVILLE HISTORICAL SOCIETY INC | ||||||||
| 155 W BAY ROAD | OSTERVILLE | MA | 02655 | NONE | PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $1,000 | |
| OSTERVILLE VILLAGE ASSOCIATION | ||||||||
| 11 WIANNO AVENUE | OSTERVILLE | MA | 02655 | NONE | PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $35 | |
| OSTERVILLE VILLAGE LIBRARY | ||||||||
| 43 WIANNO AVENUE | OSTERVILLE | MA | 02655 | NONE | PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $500 | |
| RIVERSIDE THEATRE | ||||||||
| 45 FAIRMOUNT AVE | HYDE PARK | MA | 02136 | NONE | PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $1,000 | |
| SAVE OUR SOUNDALLIANCE TO PROTECT NANTUCKET SOUND INC | ||||||||
| 4 BARNSTABLE ROAD | HYANNIS | MA | 02601 | NONE | PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $5,000 | |
| ST JUDE CHILDRENS RESEARCH HOSPITAL | ||||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | NONE | PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $50 | |
| THE LEARNING ALLIANCE | ||||||||
| 2066 14TH AVENUE | VERO BEACH | FL | 32960 | NONE | PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $50 | |
| THE POMEROY AND BETTY SMITH CARDIOVASCULAR ENDOWED CHAIR | ||||||||
| C/O BAYLOR SCOTT AND WHITE DALLAS | DALLAS | TX | 75246 | NONE | PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $100 | FOUNDATION 3600 GASTON AVE 100 |
| TRINITY EPISCOPAL CHURCH | ||||||||
| 2365 PINE AVENUE | VERO BEACH | FL | 32960 | NONE | PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $50 | |
| VNA HOSPICE FOUNDATION | ||||||||
| 1110 35TH LN 1 | VERO BEACH | FL | 32960 | NONE | PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $135 | |
| WALNUT HILL SCHOOL FOR THE ARTS | ||||||||
| 12 HIGHLAND STREET | NATICK | MA | 01760 | NONE | PUBLIC CHARITY | GENERAL OPERATING EXPENSES | $25 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $202,972 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $70,589 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $621,317 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $691,906 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $691,906 | 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 PROFESSIONAL FEES | CategoryTxt |
| Amt | $5,725 | Amt |
| Net Investment Income | $1,717 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,008 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BROWN BROTHERS HARRIMAN - COMMON STOCKS | AT COST | $1,083,902 | $1,731,951 |
| BROWN BROTHERS HARRIMAN - FIXED INCOME | AT COST | $550,000 | $543,427 |
| CHARLES SCHWAB - EQUITIES | AT COST | $435,240 | $536,767 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TIMING/COST BASIS DIFFERENCES ON SALES OF DONATED SECURITIES | Desc |
| Amt | $39,549 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ANNUAL FILING FEE (MA) | $35 | $0 | $35 |
| MISCELLANEOUS DEDUCTIONS | $82 | $82 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $17,331 | Amt |
| Net Investment Income | $17,331 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX EXPENSE | CategoryTxt |
| Amt | $903 | Amt |
| Net Investment Income | $903 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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