FRAZZOLI-CASSI FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- FRAZZOLI-CASSI FAMILY FOUNDATION (EIN 82-3342245)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-07-13
- IRS object ID
- 202031959349101033
- 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
- Schedule B
- Depreciation Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-07-13T14:28:22-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Hollow Ln Ste 212 | AddressLine1Txt |
| City | Lake Success | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | 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 | 823342245 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FRAZZOLI-CASSI FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | FRAZ | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EMILIO FRAZZOLI | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2020-07-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 85.250.184.177 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 06391520201955000100 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-07-13 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 63476347D9E071966F9E2565D7EF6A27653B0A32 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | F156FF5FB8B774246289E6D84631A27D943D5420 | 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 | $687,401 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $500,855 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,143 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,143 | InterestOnSavNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $501,998 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,143 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $33,405 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $33,405 | LegalFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $8,042 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $28 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $8,014 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $41,448 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $28 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $41,419 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $0 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $41,448 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $28 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $41,419 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $460,550 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,115 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $224,129 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $183,824 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $183,824 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock EOY | $500,855 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $503,577 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $224,129 | TotalAssetsBOYAmt |
| Total Assets EOY | $684,679 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $687,401 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $224,129 | RetainedEarningBOYAmt |
| Retained Earning EOY | $684,679 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $224,129 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $684,679 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $224,129 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $684,679 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $224,129 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $460,550 | ExcessRevenueOverExpensesAmt |
| Subtotal | $684,679 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $684,679 | TotNetAstOrFundBalancesEOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cap Gains Loss Tx Invst Incm Detail | CapGainsLossTxInvstIncmDetail |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $138,920 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $14,334 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 9.691642 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $50,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,463 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 20.300447 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $0 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $0 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.0 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $0 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $0 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.0 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $0 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $0 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.0 | DistributionYr5Rt |
| Total Distribution | 29.992089 | TotalDistributionRt |
| Average Distribution | 14.996045 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $229,094 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $3,435,504 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $11 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $3,435,515 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $41,419 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $22 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $22 | SubtotalAmt |
| Tax Based On Investment Income | $22 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Tax Due | $22 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | 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 |
|---|---|---|---|---|---|---|---|---|
| ROMANA CASS | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Sec, Treas | 1.0 | $0 | $0 | $0 |
| Emilio Frazzoli | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Pres | 1.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $41,965 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $190,618 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $232,583 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $232,583 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,489 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $229,094 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $11,455 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $11,455 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $22 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $22 | TotalTaxAmt |
| Distributable Before Adj | $11,433 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $11,433 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $11,433 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $41,419 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $41,419 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $41,419 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $11,433 | DistributableAsAdjustedAmt |
| Prior Year1 | 2017 | PriorYear1Yr |
| Prior Year2 | 2016 | PriorYear2Yr |
| Prior Year3 | 2015 | PriorYear3Yr |
| Excess Distribution Cyov Yr2 | $49,981 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $138,204 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $188,185 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $41,419 | QualifyingDistributionsAmt |
| Applied To Current Year | $11,433 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $29,986 | RemainingDistriFromCorpusAmt |
| Total Corpus | $218,171 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $218,171 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $49,981 | ExcessFromYear2Amt |
| Excess From Year1 | $138,204 | ExcessFromYear1Amt |
| Excess From Current Year | $29,986 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Emilio Frazzoli | ContributingManagerNm |
| Contributing Manager | ROMANA CASS | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,143 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Div And Int From Sec Part VII | DivAndIntFromSecPartVIIGrp | |
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp | |
| Gain Sales Ast Oth Than Invntry | GainSalesAstOthThanInvntryGrp | |
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,143 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,143 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Frazzoli Emilio | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 170 Sargent Street | AddressLine1Txt |
| City | Newton | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02458 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $500,855 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (37 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | WALT DISNEY HOLDINGS CO DIS, 60 sh. | $8,696 | 2019-12-24 |
| 1 | TRANSDIGM GRP INC TDG, 12 sh. | $7,138 | 2019-12-24 |
| 1 | TOKYO ELECTRON LTD TOELY, 65 sh. | $3,532 | 2019-12-24 |
| 1 | TELEDYNE TECH INC TDY, 23 sh. | $7,960 | 2019-12-24 |
| 1 | STMICROELECTRONICS STM, 149 sh. | $4,034 | 2019-12-24 |
| 1 | STARBUCKS CORP COM SBUX, 123 sh. | $10,861 | 2019-12-24 |
| 1 | ADVANCED MICRO DEVICES INC AMD, 179 sh. | $8,268 | 2019-12-24 |
| 1 | BARRICK GOLD CORPORATION GOLD, 157 sh. | $2,832 | 2019-12-24 |
| 1 | AUTOZONE INC AZO, 6 sh. | $7,312 | 2019-12-24 |
| 1 | ASML HOLDING NV NY REG SHS ASML, 7 sh. | $2,053 | 2019-12-24 |
| 1 | ASML HOLDING NV NY REG SHS ASML, 16 sh. | $4,692 | 2019-12-24 |
| 1 | APPLIED MATERIALS INC AMAT, 40 sh. | $2,449 | 2019-12-24 |
| 1 | APPLE INC AAPL, 275 sh. | $78,074 | 2019-12-24 |
| 1 | FISERV INC FISV, 84 sh. | $9,755 | 2019-12-24 |
| 1 | EDWARDS LIFESCIENCES EW, 34 sh. | $8,029 | 2019-12-24 |
| 1 | DAIICHI SANKYO CO LTD SPONSORED ADR LEVEL 1 DSNKY, 80 sh. | $5,291 | 2019-12-24 |
| 1 | COSTAR GROUP, INC CSGP, 10 sh. | $5,971 | 2019-12-24 |
| 1 | CHIPOTLE MEX GRILL CMG, 6 sh. | $4,958 | 2019-12-24 |
| 1 | BOSTON SCIENTIFIC BSX, 237 sh. | $10,730 | 2019-12-24 |
| 1 | LULULEMON ATHLETICA INC LULU, 29 sh. | $6,620 | 2019-12-24 |
| 1 | LITHIA MOTORS INC CL A LAD, 8 sh. | $1,190 | 2019-12-24 |
| 1 | LIBERTY BROADBAND CORPORATION K LBRDK, 75 sh. | $9,313 | 2019-12-24 |
| 1 | HOYA CORP SPONS ADR HOCPY, 67 sh. | $6,265 | 2019-12-24 |
| 1 | GLOBAL PAYMENTS INC GPN, 86 sh. | $15,672 | 2019-12-24 |
| 1 | FORTESCUE METALS G ADR EA REPR 2 ORD SHS FSUGY, 563 sh. | $8,535 | 2019-12-24 |
| 1 | NEXSTAR MEDIA GROUP, INC NXST, 3 sh. | $350 | 2019-12-24 |
| 1 | JSC MMC NRLSK NICKL SPON ADR NILSY, 82 sh. | $2,577 | 2019-12-24 |
| 1 | MICROSOFT CORP MSFT, 40 sh. | $6,297 | 2019-12-24 |
| 1 | MICROSOFT CORP MSFT, 993 sh. | $156,313 | 2019-12-24 |
| 1 | MERCK & CO INC MRK, 89 sh. | $8,135 | 2019-12-24 |
| 1 | MASTERCARD INC MA, 117 sh. | $34,802 | 2019-12-24 |
| 1 | SHOPIFY INC SHOP, 8 sh. | $3,147 | 2019-12-24 |
| 1 | SHOPIFY INC SHOP, 22 sh. | $8,655 | 2019-12-24 |
| 1 | SERVICE NOW NOW, 34 sh. | $9,647 | 2019-12-24 |
| 1 | PROCTER GAMBLE CO PG, 143 sh. | $17,867 | 2019-12-24 |
| 1 | O'REILLY AUTOMOTIVE INC ORLY, 18 sh. | $7,882 | 2019-12-24 |
| 1 | NICE SYSTEMS LTD NICE, 32 sh. | $4,955 | 2019-12-24 |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (34 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ADVANCED MICRO DEVICES INC | $8,268 | $8,209 |
| APPLE INC | $78,073 | $80,753 |
| APPLIED MATERIALS INC | $2,449 | $2,442 |
| ASML HOLDING NV NY REG SHS | $6,745 | $6,807 |
| AUTOZONE INC | $7,312 | $7,148 |
| BARRICK GOLD CORPORATION | $2,832 | $2,919 |
| BOSTON SCIENTIFIC | $10,730 | $10,717 |
| CHIPOTLE MEX GRILL | $4,958 | $5,023 |
| COSTAR GROUP, INC | $5,971 | $5,983 |
| DAIICHI SANKYO CO LTD SPONSORE | $5,291 | $5,273 |
| EDWARDS LIFESCIENCES | $8,029 | $7,932 |
| FISERV INC | $9,755 | $9,713 |
| FORTESCUE METALS G ADR EA REPR | $8,535 | $8,406 |
| GLOBAL PAYMENTS INC | $15,672 | $15,700 |
| HOYA CORP SPONS ADR | $6,265 | $6,459 |
| JSC MMC NRLSK NICKL SPON ADR | $2,577 | $2,500 |
| LIBERTY BROADBAND CORPORATION | $9,313 | $9,431 |
| LITHIA MOTORS INC CL A | $1,190 | $1,176 |
| LULULEMON ATHLETICA INC | $6,620 | $6,718 |
| MASTERCARD INC | $34,802 | $34,934 |
| MERCK & CO INC | $8,135 | $8,095 |
| MICROSOFT CORP | $162,609 | $162,903 |
| NEXSTAR MEDIA GROUP, INC | $350 | $352 |
| NICE SYSTEMS LTD | $4,955 | $4,965 |
| O'REILLY AUTOMOTIVE INC | $7,882 | $7,889 |
| PROCTER GAMBLE CO | $17,867 | $17,861 |
| SERVICE NOW | $9,647 | $9,599 |
| SHOPIFY INC | $11,802 | $11,927 |
| STARBUCKS CORP COM | $10,861 | $10,814 |
| STMICROELECTRONICS | $4,034 | $4,010 |
| TELEDYNE TECH INC | $7,960 | $7,970 |
| TOKYO ELECTRON LTD | $3,532 | $3,551 |
| TRANSDIGM GRP INC | $7,138 | $6,720 |
| WALT DISNEY HOLDINGS CO | $8,696 | $8,678 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | General Consultations | CategoryTxt |
| Legal Fees | $33,405 | LegalFeesAmt |
| Disbursements Charitable Prps | $33,405 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $7,989 | $7,989 | |
| Bank Charges | $28 | $28 | |
| State or Local Filing Fees | $25 | $25 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 990-PF Excise Tax for 2018 | CategoryTxt |
| Amt | $1 | Amt |
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