EPISODE FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- EPISODE FOUNDATION (EIN 20-0922618)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-10
- IRS object ID
- 202033159349100503
- 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 Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-10T07:50:52-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 043245662 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVIES & MONAHAN PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 BATTERYMARCH PARK STE 101 | AddressLine1Txt |
| City | QUINCY | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021697454 | 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 | 200922618 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE EPISODE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EPIS | BusinessNameControlTxt |
| Phone | 6175423133 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 52568 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02205 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DOUGLAS L LEMLE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6175936200 | PhoneNum |
| Signature | 2020-11-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SUZANNE M MONAHAN | PreparerPersonNm |
| PTIN | P00077791 | PTIN |
| Phone | 6177699600 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 23.30.139.73 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-02 | IPDt |
| IP Tm | 09:39:40 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 7A8429469A9D79C6F084E563A3A083CEA1394B50 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | A6CD2FF2A8598DB73BF96A9B95FD0C1A1B343890 | 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 | $1,366,505 | 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 | $11 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $11 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $21,027 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $21,027 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$1 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $28 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $21,037 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $21,038 | 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 | $1,996 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $998 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $4 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $4 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $125 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $125 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,000 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,125 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,002 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $125 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $49,750 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $49,750 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $52,875 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,002 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $49,875 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$31,838 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $20,036 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $40,385 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $6,717 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $6,717 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $122,783 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $124,613 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,359,788 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $163,168 | TotalAssetsBOYAmt |
| Total Assets EOY | $131,330 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,366,505 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $163,168 | RetainedEarningBOYAmt |
| Retained Earning EOY | $131,330 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $163,168 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $131,330 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $163,168 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $131,330 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $163,168 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$31,838 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $131,330 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $131,330 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | SPECTRUM BRANDS FRACTION SALES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2019-10-11 | AcquiredDt |
| Sold | 2019-10-14 | SoldDt |
| Gross Sales Price | $28 | GrossSalesPriceAmt |
| Cost Or Other Basis | $29 | CostOrOtherBasisAmt |
| Gain Or Loss | -$1 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$1 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$1 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $40,100 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,040,295 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.038547 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $36,050 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $892,519 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.040391 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $72,480 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $708,784 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.102260 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $37,080 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $752,399 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.049282 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $36,484 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $740,545 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.049266 | DistributionYr5Rt |
| Total Distribution | 0.279746 | TotalDistributionRt |
| Average Distribution | 0.055949 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,089,286 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $60,944 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $200 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $61,144 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $49,875 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $401 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $401 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $401 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $964 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $964 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $563 | OverpaymentAmt |
| Applied To ES Tax | $563 | 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 | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | 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 | THE FOUNDATION | IndividualWithBooksNm |
| Phone | 6175936200 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 33 SLEEPER STREET 606 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02210 | 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 |
|---|---|---|---|---|---|---|---|---|
| DOUGLAS L LEMLE | ||||||||
| 33 SLEEPER STREET 606 | BOSTON | MA | 02210 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| JAKE LEMLE | ||||||||
| 33 SLEEPER STREET 606 | BOSTON | MA | 02210 | DIRECTOR | 2.00 | $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 | $1,056,148 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $49,726 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,105,874 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,105,874 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $16,588 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,089,286 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $54,464 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $54,464 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $401 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $401 | TotalTaxAmt |
| Distributable Before Adj | $54,063 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $54,063 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $54,063 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $49,875 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $49,875 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $49,875 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $54,063 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $4,389 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $4,389 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $49,875 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $49,875 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $4,188 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $4,188 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $201 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $201 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $201 | ExcessFromYear3Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DOUGLAS L LEMLE | ContributingManagerNm |
| Contributing Manager | JAKE LEMLE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (27 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ACLU | ||||||
| 211 CONGRESS STREET | BOSTON | MA | 02110 | PUBLIC CHARITY | CHARITABLE GIFT | $250 |
| ARTIST FOR HUMANITY | ||||||
| 100 WEST 2ND STREET | BOSTON | MA | 02127 | PUBLIC CHARITY | CHARITABLE GIFT | $5,000 |
| ARTS AFTER HOURS | ||||||
| 25 EXCHANGE ST | LYNN | MA | 01901 | PUBLIC CHARITY | CHARITABLE GIFT | $1,000 |
| CONSERVATION LAW FOUNDATION | ||||||
| 62 SUMMER ST | BOSTON | MA | 02110 | PUBLIC CHARITY | CHARITABLE GIFT | $1,000 |
| DOCTORS WITHOUT BORDERS | ||||||
| 333 7TH AVE | NEW YORK | NY | 10001 | PUBLIC CHARITY | CHARITABLE GIFT | $1,000 |
| ENVIRONMENT MA | ||||||
| 294 WASHINGTON ST SUITE 500 | BOSTON | MA | 02108 | PUBLIC CHARITY | CHARITABLE GIFT | $100 |
| FRIENDS OF NAHANT LIBRARY | ||||||
| 15 PLEASANT STREET | NAHANT | MA | 01908 | PUBLIC CHARITY | CHARITABLE GIFT | $1,000 |
| GEORGTOWN UNIVERSITY | ||||||
| 3700 O ST NW | WASHINGTON | DC | 20057 | PUBLIC CHARITY | CHARITABLE GIFT | $3,000 |
| KULA HOSPITAL | ||||||
| 100 KEOKEA PLACE | KULA | HI | 96790 | PUBLIC CHARITY | CHARITABLE GIFT | $1,000 |
| MASS INSTITUE OF TECHNOLOGY | ||||||
| 77 MASSACHUSETTS AVENUE | CAMBRIDGE | MA | 02139 | PUBLIC CHARITY | CHARITABLE GIFT | $2,000 |
| MERCY SHIPS | ||||||
| PO BOX 2020 | GARDEN VALLEY | TX | 75771 | PUBLIC CHARITY | CHARITABLE GIFT | $1,000 |
| MUSEUM OF FINE ARTS | ||||||
| 465 HUNTINGTON AVENUE | BOSTON | MA | 02115 | PUBLIC CHARITY | CHARITABLE GIFT | $1,500 |
| NAHANT HISTORICAL SOCIETY | ||||||
| 41 VALLEY ROAD | NAHANT | MA | 01908 | PUBLIC CHARITY | CHARITABLE GIFT | $10,000 |
| OCEAN CONSERVANCY | ||||||
| 1300 19TH ST NW 8TH FLOOR | WASHINGTON | DC | 20036 | PUBLIC CHARITY | CHARITABLE GIFT | $1,000 |
| PARTNERS IN HEALTH | ||||||
| 800 BOYLSTON STREET SUITE 300 | BOSTON | MA | 02199 | PUBLIC CHARITY | CHARITABLE GIFT | $1,000 |
| PERKINS SCHOOL FOR THE BLIND | ||||||
| 175 NORTH BEACON STREET | WATERTOWN | MA | 02472 | PUBLIC CHARITY | CHARITABLE GIFT | $500 |
| SOUTH BOSTON HEALTH CENTER | ||||||
| 409 WEST BROADWAY | SOUTH BOSTON | MA | 02127 | PUBLIC CHARITY | CHARITABLE GIFT | $2,000 |
| THE ELIOT SCHOOL | ||||||
| 24 ELIOT STREET | JAMAICA PLAIN | MA | 02130 | PUBLIC CHARITY | CHARITABLE GIFTCHARITABLE GIFT | $3,500 |
| THE INSTITUTE OF CONTEMPORARY ARTBOSTON | ||||||
| 25 HARBOR SHORE DRIVE | BOSTON | MA | 02210 | PUBLIC CHARITY | CHARITABLE GIFT | $3,000 |
| THE ITALIAN HOME FOR CHILDREN | ||||||
| 1125 CENTRE STREET | BOSTON | MA | 02130 | PUBLIC CHARITY | CHARITABLE GIFT | $500 |
| THE OLD SCHWAMB MILL | ||||||
| 17 MILL LANE | ARLINGTON | MA | 02476 | PUBLIC CHARITY | CHARITABLE GIFT | $2,000 |
| WBUR | ||||||
| 890 COMMONWEALTH AVEUNE | BOSTON | MA | 02215 | PUBLIC CHARITY | CHARITABLE GIFT | $100 |
| WGBH | ||||||
| 1 GUEST STREET | BOSTON | MA | 02135 | PUBLIC CHARITY | CHARITABLE GIFT | $200 |
| NAHANT PRESEVATION TRUST | ||||||
| PO BOX 30 | NAHANT | MA | 01908 | PUBLIC CHARITY | CHARITABLE GIFT | $5,600 |
| THE HOME OF LITTLE WANDERERS | ||||||
| 10 GUEST STREET | BOSTON | MA | 02135 | PUBLIC CHARITY | CHARITABLE GIFT | $500 |
| SAVE THE HARBORSAVE THE BAY | ||||||
| 212 NORTHERN AVE 304 | BOSTON | MA | 02210 | PUBLIC CHARITY | CHARITABLE GIFT | $1,000 |
| BOSTON HARBOR NOW | ||||||
| 15 STATE STREET 11TH FLOOR | BOSTON | MA | 02109 | PUBLIC CHARITY | CHARITABLE GIFT | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $49,750 | 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 | $11 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $21,027 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$1 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $21,037 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $21,037 | 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 | CategoryTxt |
| Amt | $1,996 | Amt |
| Net Investment Income | $998 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | INVESTMENTS WITH BROKER | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $124,613 | BookValueAmt |
| EOYFMV | $1,359,788 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAXES | Desc |
| Revenue And Expenses Per Books | $1,000 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $4 | Amt |
| Net Investment Income | $4 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | STATE TAXES - NY | CategoryTxt |
| Amt | $125 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $125 | DisbursementsCharitablePrpsAmt |
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