ROGER MAND MICHELLE S MARINO CHAR FOUN: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- ROGER MAND MICHELLE S MARINO CHAR FOUN (EIN 04-6773605)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-05
- IRS object ID
- 202013109349101001
- 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
- Applied To Prior Year Election
- Distribution From Corpus Election
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-05T14:20:28-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 205972245 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARGENT WEALTH MANAGEMENT LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 FIFTH AVE 7TH FLOOR | AddressLine1Txt |
| City | WALTHAM | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02451 | 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 | 046773605 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROGER MAND MICHELLE S MARINO CHAR FOUN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROGE | BusinessNameControlTxt |
| Phone | 7812904900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8477 BAY COLONY DRIVE PH 20 | AddressLine1Txt |
| City | NAPLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34108 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROGER M MARINO | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 7812904900 | PhoneNum |
| Signature | 2020-11-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID M DUCHESNEAU | PreparerPersonNm |
| PTIN | P00955846 | PTIN |
| Phone | 7812904900 | PhoneNum |
| Preparation | 2020-10-14 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 66.30.17.7 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-05 | IPDt |
| IP Tm | 14:20:23 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 9C36727EF0D99572FF43294BEB5E747C4E612894 | 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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $453,299 | 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 |
| Interest On Sav Rev And Expnss | $652 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $652 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $10,813 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $10,557 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $111,081 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $945,042 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $174,212 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $122,546 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $185,421 | 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 |
| Oth Empl Slrs Wgs Rev And Expnss | $59,000 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $59,000 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $9,500 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $9,500 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,982 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,982 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $6,127 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $6,127 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $79,609 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $79,609 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $959,207 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $959,207 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,038,816 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $79,609 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $959,207 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$916,270 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $105,812 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $72,840 | CashBOYAmt |
| Cash EOY | $36,153 | CashEOYAmt |
| Cash EOYFMV | $36,153 | CashEOYFMVAmt |
| Corporate Stock BOY | $622,528 | CorporateStockBOYAmt |
| Corporate Stock EOY | $289,088 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $317,381 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $645,908 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $99,765 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $99,765 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $4,483 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $4,483 | LandBldgEquipAccumDeprecAmt |
| Total Assets BOY | $1,341,276 | TotalAssetsBOYAmt |
| Total Assets EOY | $425,006 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $453,299 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,341,276 | CapitalStockBOYAmt |
| Capital Stock EOY | $425,006 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,341,276 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $425,006 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,341,276 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $425,006 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,341,276 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$916,270 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $425,006 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $425,006 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| SCHWAB PORTFOLIO 7739-2346 | P | 2019-01-01 | 2019-12-31 | $168,109 | $170,799 | -$2,690 | -$2,690 |
| SCHWAB PORTFOLIO 7739-2346 | P | 2000-01-01 | 2019-12-31 | $53,481 | $53,649 | -$168 | -$168 |
| SCHWAB PORTFOLIO 7739-2346 WASH SALE | P | 2000-01-01 | 2019-12-31 | $3 | $3 | $3 | |
| SCHWAB PORTFOLIO 1187-3078 | P | 2019-01-01 | 2019-12-31 | $242,981 | $242,286 | $695 | $695 |
| SCHWAB PORTFOLIO 7127-6766 | P | 2019-01-01 | 2019-12-31 | $45,515 | $44,825 | $690 | $690 |
| SCHWAB PORTFOLIO 7127-6766 | P | 2000-01-01 | 2019-12-31 | $432,405 | $259,271 | $173,134 | $173,134 |
| CAPITAL GAINS DIVIDENDS | P | $2,548 | $2,548 | $2,548 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $174,212 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $656,062 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,998,514 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.328275 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $436,282 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,743,174 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.250280 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $388,640 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,926,499 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.201734 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $300,399 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,295,757 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.130850 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $287,003 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,516,333 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.114056 | DistributionYr5Rt |
| Total Distribution | 1.025195 | TotalDistributionRt |
| Average Distribution | 0.205039 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $642,134 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $131,663 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,058 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $132,721 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $959,207 | 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 | $1,058 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,058 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,058 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,976 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,976 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,918 | OverpaymentAmt |
| Applied To ES Tax | $1,918 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 |
| Individual With Books | ARGENT WEALTH MANAGEMENT LLC | IndividualWithBooksNm |
| Phone | 7812904900 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 FIFTH AVE 7TH FLOOR | AddressLine1Txt |
| City | WALTHAM | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02453 | 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 |
|---|---|---|---|---|---|---|---|---|
| MICHELLE S MARINO | ||||||||
| 413-415 COMMONWEALTH AVE | BOSTON | MA | 02215 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| ROGER M MARINO | ||||||||
| 8477 BAY COLONY DRIVE | NAPLES | FL | 34108 | TRUSTEE | 5.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DACE LINARTE | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 163 RUMFORD AVE | AddressLine1Txt |
| City | MANSFIELD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02048 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | OFFICE MANAGER | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 35.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefits | $0 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $402,537 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $249,376 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $651,913 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $651,913 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $9,779 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $642,134 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $32,107 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $32,107 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,058 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,058 | TotalTaxAmt |
| Distributable Before Adj | $31,049 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $31,049 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $31,049 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $959,207 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $959,207 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,058 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $958,149 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $31,049 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $290,253 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $302,378 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $388,990 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $352,559 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $559,912 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,894,092 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $959,207 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $959,207 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $0 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $31,049 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $31,049 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,822,250 | 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 | $259,204 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,563,046 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $302,378 | ExcessFromYear4Amt |
| Excess From Year3 | $388,990 | ExcessFromYear3Amt |
| Excess From Year2 | $352,559 | ExcessFromYear2Amt |
| Excess From Year1 | $559,912 | ExcessFromYear1Amt |
| Excess From Current Year | $959,207 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MICHELLE S MARINO | ContributingManagerNm |
| Contributing Manager | ROGER M MARINO | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (49 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 15-40 CONNECTION INC | |||||||||||
| 53 OTIS STREET | WESTBOROUGH | MA | 01581 | NONE | EXEMPT | TO SUPPORT THE COMMUNITY | $10,000 | ||||
| ARMENIAN MUSEUM OF AMERICA INC | |||||||||||
| 65 MAIN STREET | WATERTOWN | MA | 02472 | NONE | EXEMPT | TO SUPPORT THE COMMUNITY | $1,000 | ||||
| BCCA SCHOLARSHIP FUND | |||||||||||
| 8700 BAY COLONY DRIVE | NAPLES | FL | 34108 | NONE | EXEMPT | TO SUPPORT EDUCATION | $1,000 | ||||
| BEST BUDDIES | |||||||||||
| 45 BROOMFIELD STREET | BOSTON | MA | 02108 | NONE | EXEMPT | TO SUPPORT THE COMMUNITY | $1,029 | ||||
| BETH ISRAEL DEACONESS HOSPITAL | |||||||||||
| 148 CHESTNUT STREET | NEEDHAM | MA | 02492 | NONE | EXEMPT | TO SUPPORT THE COMMUNITY | $78,000 | ||||
| BLOCK ISLAND CONSERVERTORY INC | |||||||||||
| 25 SPRING | BLOCK ISLAND | RI | 02807 | NONE | EXEMPT | TO SUPPORT THE COMMUNITY | $1,000 | ||||
| BLOCK ISLAND MARITIME INSTITUTE | |||||||||||
| P O BOX 358 | BLOCK ISLAND | RI | 02807 | NONE | EXEMPT | TO SUPPORT EDUCATIONAL NEEDS | $500 | ||||
| BOSTON CHILDRENS HOSPITAL | |||||||||||
| 319 LONGWOOD AVENUE | BOSTON | MA | 02118 | NONE | EXEMPT | TO SUPPORT RESEARCH | $5,000 | ||||
| BOSTON FOUNDATION FOR SIGHT | |||||||||||
| 464 HILLSIDE AVENUE 205 | NEEDHAM | MA | 02494 | NONE | EXEMPT | TO SUPPORT RESEARCH | $1,000 | ||||
| CANINE COMPANIONS | |||||||||||
| 8150 CLACONA OCOEE ROAD | ORLANDO | FL | 32818 | NONE | EXEMPT | TO SUPPORT THE COMMUNITY | $2,000 | ||||
| COMMISSION TO LIGHT COMMONWEALTH AVENUE | |||||||||||
| P O BOX 990648 | BOSTON | MA | 02199 | NONE | EXEMPT | TO SUPPORT THE COMMUNITY | $200 | ||||
| DANA FARBER CANCER INSTITUTE | |||||||||||
| 375 LONGWOOD AVENUE | BOSTON | MA | 02115 | NONE | EXEMPT | TO SUPPORT CANCER RESEARCH | $10,000 | ||||
| DEDHAM CIVIC PRIDE | |||||||||||
| 202 BONHAM ROAD | DEDHAM | MA | 02026 | NONE | EXEMPT | TO SUPPORT THE COMMUNITY | $300 | ||||
| DEDHAM HISTORICAL SOCIETY | |||||||||||
| 612 HIGH STREET | DEDHAM | MA | 02026 | NONE | EXEMPT | TO SUPPORT THE COMMUNITY | $100 | ||||
| DEDHAM SQUARE CIRCLE | |||||||||||
| P O BOX 593 | DEDHAM | MA | 02027 | NONE | EXEMPT | TO SUPPORT THE COMMUNITY | $250 | ||||
| FISCAL ALLIANCE FOUNDATION INC | |||||||||||
| 18 TREMONT STREET SUITE 707 | BOSTON | MA | 02108 | NONE | EXEMPT | TO SUPPORT THE COMMUNITY | $65,000 | ||||
| GULF SHORE PLAYHOUSE | |||||||||||
| 755 6TH AVE S | NAPLES | FL | 34102 | NONE | EXEMPT | TO SUPPORT THE ARTS | $10,000 | ||||
| JHAMTSE INTERNATIONAL | |||||||||||
| 25 DUGGAN ROAD | ACTON | MA | 01720 | NONE | EXEMPT | TO SUPPORT HUMANITARIAN NEEDS | $10,000 | ||||
| LASELL COLLEGE | |||||||||||
| 1844 COMMONWEALTH AVE | AUBURNDALE | MA | 02466 | NONE | EXEMPT | TO SUPPORT EDUCATION | $8,000 | ||||
| MUSEUM OF FINE ARTS | |||||||||||
| 465 HUNTINGTON AVE | BOSTON | MA | 02115 | NONE | EXEMPT | TO SUPPORT THE ARTS | $6,000 | ||||
| NEW ENGLAND BAPTIST HOSPITAL | |||||||||||
| 125 PARKER HILL AVENUE | BOSTON | MA | 02120 | NONE | EXEMPT | TO SUPPORT THE COMMUNITY | $5,000 | ||||
| NORTHEASTERN UNIVERSITY | |||||||||||
| 360 HUNTINGTON AVE | BOSTON | MA | 02115 | NONE | EXEMPT | TO SUPPORT EDUCATIONAL NEEDS | $23,000 | ||||
| PINE STREET INN | |||||||||||
| 444 HARRISON AVE | BOSTON | MA | 02118 | NONE | EXEMPT | TO SUPPORT THE COMMUNITY | $1,000 | ||||
| PROJECT STRETCH INC | |||||||||||
| 230 POND STREET | NATICK | MA | 01760 | NONE | EXEMPT | TO SUPPORT THE COMMUNITY | $3,000 | ||||
| REVERE HIGH SCHOOL | |||||||||||
| 101 SCHOOL STREET | REVERE | MA | 02151 | NONE | EXEMPT | TO SUPPORT EDUCATIONAL NEEDS | $20,000 | ||||
| ROSIES PLACE | |||||||||||
| 889 HARRISON AVE | BOSTON | MA | 02118 | NONE | EXEMPT | TO SUPPORT THE COMMUNITY | $250 | ||||
| SCHOOL YEAR ABROAD | |||||||||||
| 430 SOUTH UNION STREET | LAWRENCE | MA | 01843 | NONE | EXEMPT | TO SUPPORT THE COMMUNITY | $5,000 | ||||
| SCHULTZ'S GUEST HOUSE | |||||||||||
| 302 FIFTH AVE 11TH FL | NEW YORK | NY | 10001 | NONE | EXEMPT | TO SUPPORT THE COMMUNITY | $10,000 | ||||
| SUMMIT MONTESSORI SCHOOL | |||||||||||
| 283 PLEASANT STREET | FRAMINGHAM | MA | 01701 | NONE | EXEMPT | TO SUPPORT EDUCATIONAL NEEDS | $70,000 | ||||
| THE BINA FARM | |||||||||||
| 66 CHARLES STREET | BOSTON | MA | 02144 | NONE | EXEMPT | TO SUPPORT THE COMMUNITY | $1,000 | ||||
| THE HOLE IN THE WALL GANG CAMP | |||||||||||
| 555 LONG WHARF DRIVE | NEW HAVEN | CT | 06511 | NONE | EXEMPT | TO SUPPORT THE COMMUNITY | $1,000 | ||||
| THE HUNDRED CLUB OF MASS INC | |||||||||||
| 17 GLOUCESTER STREET | BOSTON | MA | 02115 | NONE | EXEMPT | TO SUPPORT THE COMMUNITY | $1,000 | ||||
| THE IMMIGRANT LEARNING CENTER | |||||||||||
| 442 MAIN STREET | MALDEN | MA | 02148 | NONE | EXEMPT | TO SUPPORT THE COMMUNITY | $1,000 | ||||
| THE JOEY FUND CYSTIC FIBROSIS FUND | |||||||||||
| 220 N MAIL STREET | NATICK | MA | 01760 | NONE | EXEMPT | TO SUPPORT RESEARCH | $2,500 | ||||
| TUFTS MEDICAL CENTER | |||||||||||
| 800 WASHINGTON STREET | BOSTON | MA | 02111 | NONE | EXEMPT | TO SUPPORT RESEARCH | $87,500 | ||||
| JA SOCIETY OF BOSTON | |||||||||||
| 50 MILK STREET | BOSTON | MA | 02109 | NONE | EXEMPT | TO SUPPORT THE COMMUNITY | $1,100 | ||||
| AMERICAN FOUNDATION FOR SUICIDE PREVENTION | |||||||||||
| 199 WATER STREET | NEW YORK | NY | 10038 | NONE | EXEMPT | TO SUPPORT THR COMMUNITY | $2,500 | ||||
| PAN MASS CHALLENGE | |||||||||||
| 77 4TH AVENUE | NEEDHAM | MA | 02494 | NONE | EXEMPT | TO SUPPORT RESEARCH | $510 | ||||
| ACADIA CENTER | |||||||||||
| 31 MILK STREET | BOSTON | MA | 02109 | NONE | EXEMPT | TO SUPPORT THE COMMUNITY | $256 | ||||
| LOVIN SPOONFULS | |||||||||||
| 1304 COMMONWEALTH AVE | BOSTON | MA | 02134 | NONE | EXEMPT | TO SUPPORT THE COMMUNITY | $258 | ||||
| PROJECT SUNSHINE | |||||||||||
| 211 EAST 43RD STREET | NEW YORK | NY | 10017 | NONE | EXEMPT | TO SUPPORT THE COMMINUTY | $258 | ||||
| DAVID SUZUKI FOUNDATION | |||||||||||
| NONE | EXEMPT | TO SUPPORT THE COMMUNITY | $191 | 219-2211 WEST 4TH AVENUE | VANCOVER | BC | CA | ||||
| WORLDBUILDERS | |||||||||||
| P O BOX 186 | STEVENS POINT | WI | 54481 | NONE | EXEMPT | TO SUPPORT THE COMMUNITY | $255 | ||||
| OCEAN CLEANUP | |||||||||||
| 100 WALL STREET | NEW YORK | NY | 10005 | NONE | EXEMPT | TO SUPPORT CONSERVATION | $250 | ||||
| IRISH AMERICAN PARTNERSHIPS | |||||||||||
| 15 BROAD STREET | BOSTON | MA | 02109 | NONE | EXEMPT | TO SUPPORT THE COMMUNITY | $1,500 | ||||
| USS CONSTITUTION MUSEUM | |||||||||||
| BUILDING 22 CHARLESTOWN NAVY YARD | CHARLESTOWN | MA | 02129 | NONE | EXEMPT | TO SUPPORT THE COMMUNITY | $10,000 | ||||
| MILFORD HUMANE SOCIETY | |||||||||||
| 289 WEST STREET | MILFORD | MA | 01757 | NONE | TO SUPPORT THE COMMUNITY | $250 | |||||
| BURNCOAT DANCE TEAM | |||||||||||
| 20 IRVING STREET | WORCESTER | MA | 06109 | NONE | EXEMPT | TO SUPPORT EDUCATION | $250 | ||||
| SUMMIT MONTESSORI SCHOOL | |||||||||||
| 283 PLEASANT STREET | FRAMINGHAM | MA | 01701 | NONE | EXEMPT | TO SUPPORT EDUCATION | $500,000 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $959,207 | 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 | $652 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $10,813 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $111,081 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $122,546 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $122,546 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 7 | LineNumberTxt |
| Relationship Statement | NON DIVIDEND DISTRIBUTIONS | RelationshipStatementTxt |
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 |
Applied To Prior Year Election AppliedToPriorYearElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | PURSUANT TO IRC SECTION 4942(H)(2) AND REGULATION 53.4942(A)-3(D)(2),THE FOUNDATION HEREBY ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF CORPUS. | ElectionDesc |
Distribution From Corpus Election DistributionFromCorpusElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | PURSUANT TO IRC SECTION 4942(H)(2) AND REGULATION 53.4942(A)-3(D)(2),THE FOUNDATION HEREBY ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF CORPUS. | ElectionDesc |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | BUILDING | AssetDesc |
| Acquired | 2001-02 | AcquiredDt |
| How Acquired | PURCHASED | HowAcquiredTxt |
| Sold | 2019-10 | SoldDt |
Purchaser Name PurchaserNameGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUMMIT MONTESSORI SCHOOL | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Basis | $63,131 | BasisAmt |
| Sales Expense | $0 | SalesExpenseAmt |
| Total Net | -$63,131 | TotalNetAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SCHWAB INVESTMENT PORTFOLIO | StockNm |
| EOY Book Value | $289,088 | EOYBookValueAmt |
| EOYFMV | $317,381 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | PEARL DANFORTH | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $99,765 | BookValueAmt |
| EOYFMV | $99,765 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL PROCESSING FEES | $3,202 | $3,202 | $0 |
| INVESTMENT FEES | $2,890 | $2,890 | $0 |
| ANNUAL REPORT | $35 | $35 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION | CategoryTxt |
| Amt | $9,500 | Amt |
| Net Investment Income | $9,500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $427 | $427 | $0 |
| PAYROLL TAXES | $4,555 | $4,555 | $0 |
Comments