KAHN FAMILY CHARITABLE FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- KAHN FAMILY CHARITABLE FOUNDATION (EIN 20-3946440)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-05-19
- IRS object ID
- 202031409349100118
- 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 Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-05-19T13:17:11-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042442519 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EDELSTEIN AND COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 160 FEDERAL STREET 9TH FLOOR | 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 | 203946440 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KAHN FAMILY CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KAHN | BusinessNameControlTxt |
| Phone | 7812355415 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21 PEIRCE ROAD | AddressLine1Txt |
| City | WELLESLEY | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02481 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JORDAN A KAHN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 7812355415 | PhoneNum |
| Signature | 2020-05-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | EUGENE BORGONZI | PreparerPersonNm |
| PTIN | P01269879 | PTIN |
| Phone | 6172276161 | PhoneNum |
| Preparation | 2020-05-19 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 38.111.9.114 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-05-19 | IPDt |
| IP Tm | 14:13:34 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Federal Original Submission Id | 04498620201390347e20 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-05-18 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | D8AC85F396BDAC626D8849D6963DF06D8BF6D72B | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 8A1D67C05B5E288A233D410CFFE3E7F30C826A4A | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2020-11-19 02:30:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,410,943 | 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 | $678 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $678 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $30,609 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $30,608 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $56,840 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $137,207 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $56,764 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $54 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $68 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $88,181 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $88,118 | 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 | $3,200 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,600 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,600 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $5,790 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $5,790 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,513 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $295 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $35 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $35 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $10,538 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,685 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,635 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $128,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $128,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $139,038 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,685 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $129,885 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$50,857 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $80,433 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $47,174 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $78,087 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $78,087 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $515,723 | CorporateStockBOYAmt |
| Corporate Stock EOY | $801,522 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $801,522 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $595,179 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $531,334 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $531,334 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,158,076 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,410,943 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,410,943 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,158,076 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,410,943 | 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 | $1,158,076 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,410,943 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,158,076 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,410,943 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,158,076 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$50,857 | ExcessRevenueOverExpensesAmt |
| Other Increases | $303,724 | OtherIncreasesAmt |
| Subtotal | $1,410,943 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,410,943 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| SALE OF PUBLICLY TRADED SECURITIES | $137,131 | $80,971 | $56,160 | $56,160 |
| FROM THE BLACKSTONE GROUP, LP K-1 | $604 | $604 | ||
| FROM THE BLACKSTONE GROUP, LP K-1 (UBI PORTION) | $76 | $76 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $56,764 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $123,485 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,306,936 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.094484 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $139,135 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,301,879 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.106872 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $165,805 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,268,513 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.130708 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $133,806 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,492,869 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.089630 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $173,350 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,673,822 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.103565 | DistributionYr5Rt |
| Total Distribution | 0.525259 | TotalDistributionRt |
| Average Distribution | 0.105052 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,288,707 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $135,381 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $804 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $136,185 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $129,885 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,609 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,609 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,609 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,040 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,040 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $569 | 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 |
| Individual With Books | JORDAN A KAHN TRUSTEE | IndividualWithBooksNm |
| Phone | 7812355414 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21 PEIRCE ROAD | 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 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| JORDAN A KAHN | ||||||||
| 21 PEIRCE ROAD | WELLESLEY | MA | 02481 | TRUSTEE | 0.25 | $0 | $0 | $0 |
| SUSAN R KAHN | ||||||||
| 21 PEIRCE ROAD | WELLESLEY | MA | 02481 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| LAWRENCE M KAHN | ||||||||
| 33 BEECHWOOD TERRACE | WELLESLEY | MA | 02482 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| KRIS D KAHN | ||||||||
| 43 RUTLAND SQUARE UNIT 1 | BOSTON | MA | 02118 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| TORIANIO D WHITE | ||||||||
| 19 AUDOBON ROAD | MILTON | MA | 02186 | TRUSTEE | 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 | $1,268,904 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $39,428 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,308,332 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,308,332 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $19,625 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,288,707 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $64,435 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $64,435 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,609 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,609 | TotalTaxAmt |
| Distributable Before Adj | $62,826 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $62,826 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $62,826 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $129,885 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $129,885 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $129,885 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $62,826 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $92,101 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $60,027 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $105,289 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $74,880 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $59,156 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $391,453 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $129,885 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $62,826 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $67,059 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $458,512 | 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 | $92,101 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $366,411 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $60,027 | ExcessFromYear4Amt |
| Excess From Year3 | $105,289 | ExcessFromYear3Amt |
| Excess From Year2 | $74,880 | ExcessFromYear2Amt |
| Excess From Year1 | $59,156 | ExcessFromYear1Amt |
| Excess From Current Year | $67,059 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JORDAN A KAHN TRUSTEE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21 PEIRCE ROAD | AddressLine1Txt |
| City | WELLESLEY | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02481 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7812355415 | RecipientPhoneNum |
| Form And Info And Materials | LETTER FORMAT | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (30 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALZHEIMER'S ASSOCIATION OF MANH | |||||||
| 309 WAVERLEY OAKS ROAD | WALTHAM | MA | 02452 | N/A | PC | PROGRAM SUPPORT | $10,000 |
| BERKSHIRE HILLS MUSIC ACADEMY | |||||||
| 48 WOODBRIDGE STREET | SOUTH HADLEY | MA | 01075 | N/A | PC | PROGRAM SUPPORT | $1,000 |
| BOSTON CHILDREN'S HOSPITAL | |||||||
| 401 PARK DRIVE SUITE 602 | BOSTON | MA | 02115 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| CHABAD CENTER OF MILFORD | |||||||
| 34 CEDAR STREET | MILFORD | MA | 01757 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| CRADLES TO CRAYONS | |||||||
| 155 NORTH BEACON STREET | BRIGHTON | MA | 02135 | N/A | PC | PROGRAM SUPPORT | $1,000 |
| GUIDING EYES FOR THE BLIND | |||||||
| 611 GRANITE SPRINGS ROAD | YORKTOWN HEIGHTS | NY | 10598 | N/A | PC | PROGRAM SUPPORT | $1,000 |
| ISRAEL TENNIS CENTERS FOUNDATION | |||||||
| 57 WEST 38TH ST STE 605 | NEW YORK | NY | 10018 | N/A | PC | PROGRAM SUPPORT | $3,000 |
| PINE STREET INN | |||||||
| 444 HARRISON AVE | BOSTON | MA | 02118 | N/A | PC | PROGRAM SUPPORT | $1,000 |
| ROSIE'S PLACE | |||||||
| 889 HARRISON AVENUE | BOSTON | MA | 02118 | N/A | PC | PROGRAM SUPPORT | $1,000 |
| THE MEADOWBROOK SCHOOL | |||||||
| 10 FARM ROAD | WESTON | MA | 02493 | N/A | PC | PROGRAM SUPPORT | $50,000 |
| THE PROGERIA RESEARCH FOUNDATION | |||||||
| PO BOX 3453 | PEABODY | MA | 01961 | N/A | PC | PROGRAM SUPPORT | $1,500 |
| UNITED SERVICE ORGANIZATIONS (USO) | |||||||
| 427 COMMERCIAL ST | BOSTON | MA | 02109 | N/A | PC | PROGRAM SUPPORT | $200 |
| WELLESLEY FIREFIGHTERS LOCAL 1759 | |||||||
| 2 CENTER PLAZA SUITE 4M | BOSTON | MA | 02108 | N/A | PC | PROGRAM SUPPORT | $250 |
| WELLESLEY FOOD PANTRY | |||||||
| 207 WASHINGTON STREET | WELLESLEY | MA | 02481 | N/A | PC | PROGRAM SUPPORT | $1,000 |
| WELLESLEY FREE LIBRARY FOUNDATION INC | |||||||
| 530 WASHINGTON STREET | WELLESLEY | MA | 02482 | N/A | PC | PROGRAM SUPPORT | $250 |
| TEAM SPARTANS | |||||||
| 400 HEATH STREET | CHESTNUT HILL | MA | 02467 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| ERNEST F UPHAM PTO | |||||||
| 35 WYNNEWOOD ROAD | WELLESLEY | MA | 02481 | N/A | PC | PROGRAM SUPPORT | $500 |
| JDRF - JUVENILE DIABETES RESEARCH | |||||||
| 200 VESEY STREET 28TH FLOOR | NEW YORK | NY | 10281 | N/A | PC | PROGRAM SUPPORT | $200 |
| PAN MASS CHALLENGE | |||||||
| 77 4TH AVENUE | NEEDHAM | MA | 02494 | N/A | PC | PROGRAM SUPPORT | $2,000 |
| FRESHMAN FRESH START | |||||||
| 9 LANSDOWNE STREET SUITE 2 | BOSTON | MA | 02215 | N/A | PC | PROGRAM SUPPORT | $1,500 |
| THEATER WORKSHOP OF NANTUCKET | |||||||
| 62 CENTRE STREET | NANTUCKET | MA | 02554 | N/A | PC | PROGRAM SUPPORT | $2,400 |
| FRANCIS QUIMET SCHOLARSHIP FUND | |||||||
| 300 ARNOLD PALMER BLVD | NORTON | MA | 02766 | N/A | PC | PROGRAM SUPPORT | $500 |
| THE MICHAEL C ROTHBERG SEPT 11 MEMORIAL SCHOLARSHIP FUND | |||||||
| PO BOX 116 | SHARON | MA | 02067 | N/A | PC | PROGRAM SUPPORT | $1,000 |
| MSSACHUSETTS ADOPTION RESOURCE EXCHANGE INC | |||||||
| 19 NEEDHAM ST SUITE 206 | NEWTON | MA | 02461 | N/A | PC | PROGRAM SUPPORT | $1,000 |
| MT SNOW ADAPTIVE SPORTS | |||||||
| 39 MOUNT SNOW ROAD | MT SNOW | VT | 05356 | N/A | PC | PROGRAM SUPPORT | $10,000 |
| BREAST AND OVARIAN CANCER SUPPORT | |||||||
| 165 WEST 46TH STREET SUITE 712 | NEW YORK | NY | 10036 | N/A | PC | PROGRAM SUPPORT | $1,000 |
| AMERICAN CANCER SOCIETY (HOPE LODGE NYC PROGRAM) | |||||||
| 132 W 32ND STREET | NEW YORK | NY | 10001 | N/A | PC | PROGRAM SUPPORT | $20,000 |
| THE GREATER BOSTON FOOD BANK | |||||||
| 70 S BAY AVENUE | BOSTON | MA | 02118 | N/A | PC | PROGRAM SUPPORT | $1,000 |
| NEW ERA FUND WELLESLEY COUNCIL ON AGING | |||||||
| 3 ELIOT STREET | NATICK | MA | 01760 | N/A | PC | PROGRAM SUPPORT | $1,000 |
| WOUNDED WARRIOR PROJECT | |||||||
| 4899 BELFORT ROAD SUITE 300 | JACKSONVILLE | FL | 32256 | N/A | PC | PROGRAM SUPPORT | $200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $128,500 | 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 | $678 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $1 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $30,608 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 15 | ExclusionCd |
| Exclusion | $5 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $76 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $56,764 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | THE BLACKSTONE GROUP L.P. | Desc |
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | -$14 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $63 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $63 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $88,118 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $88,181 | 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 | TAX PREPARATION | CategoryTxt |
| Amt | $3,200 | Amt |
| Net Investment Income | $1,600 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,600 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCKS | StockNm |
| EOY Book Value | $801,522 | EOYBookValueAmt |
| EOYFMV | $801,522 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $531,334 | BookValueAmt |
| EOYFMV | $531,334 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | STATE FILING FEE | Desc |
| Revenue And Expenses Per Books | $35 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $35 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| FROM BLACKSTONE GROUP LP K-1 | $5 | $5 | $5 |
| THE BLACKSTONE GROUP L.P. | $49 | $63 | $49 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAIN ON INVESTMENTS | $301,319 |
| PARTNERSHIP DISTRIBUTIONS | $2,405 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $5,790 | Amt |
| Net Investment Income | $5,790 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $295 | $295 | $0 |
| FEDERAL EXCISE TAX | $1,218 | $0 | $0 |
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