LISA P LOEB FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
LISA P LOEB FOUNDATION (EIN 04-6860384)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-11-16
IRS object ID
202043219349103764
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 ReturnHeader

FieldValueIRS element (for citing)
Return2020-11-16T13:16:22-06:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN042774062PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1A L L CPASBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11330 BOYLSTON STREETAddressLine1Txt
CityCHESTNUT HILLCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02467ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN046860384EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LISA P LOEB FOUNDATIONBusinessNameLine1Txt
Business Name Line2ALBERTA RICHMOND TRUSTEEBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlLISABusinessNameControlTxt
Phone6173325828PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line18 MANITOBA ROADAddressLine1Txt
CityWABANCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02468ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonALBERTA RICHMONDPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone6173325828PhoneNum
Signature2020-11-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonPETER BOARIPreparerPersonNm
PTINP00168392PTIN
Phone6177385200PhoneNum
Preparation2020-11-12PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address96.89.194.121IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-11-12IPDt
IP Tm11:43:44IPTm
IP TimezoneESIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device IdD01264047AEB292CC9A7653139AFD8EE7E1FB756AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-04-22 16:20:28ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$584,578FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$128InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$128InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$15,208DividendsRevAndExpnssAmt
Dividends Net Invst Incm$15,208DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$7,247NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$174,373GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$7,247CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$22,583TotalRevAndExpnssAmt
Total Net Invst Incm$22,583TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$8,500AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$8,500AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$4,181OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$4,181OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$258TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$12,939TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$12,681TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$28,680ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$28,680ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$41,619TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$12,681TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$28,680TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$19,036ExcessRevenueOverExpensesAmt
Net Investment Income$9,902NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$26,332SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$6,553SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$6,553SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$284,769CorporateStockBOYAmt
Corporate Stock EOY$263,455CorporateStockEOYAmt
Corporate Stock EOYFMV$335,083CorporateStockEOYFMVAmt
Corporate Bonds BOY$216,525CorporateBondsBOYAmt
Corporate Bonds EOY$238,582CorporateBondsEOYAmt
Corporate Bonds EOYFMV$242,942CorporateBondsEOYFMVAmt
Total Assets BOY$527,626TotalAssetsBOYAmt
Total Assets EOY$508,590TotalAssetsEOYAmt
Total Assets EOYFMV$584,578TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$527,626RetainedEarningBOYAmt
Retained Earning EOY$508,590RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$527,626TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$508,590TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$527,626TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$508,590TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$527,626TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$19,036ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$508,590SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$508,590TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
JP MORGAN # F21145001P$45,871$44,254$1,617$1,617
JP MORGAN # F21145001P$127,681$122,872$4,809$4,809
CAPITAL GAINS DIVIDENDSP$821$821$821
FieldValueIRS element (for citing)
Capital Gain Net Income$7,247CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$26,935AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$585,344NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.046016DistributionYr1Rt
Adjusted Qlfy Distri Yr2$21,380AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$572,175NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.037366DistributionYr2Rt
Adjusted Qlfy Distri Yr3$25,275AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$543,303NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.046521DistributionYr3Rt
Adjusted Qlfy Distri Yr4$26,058AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$550,440NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.047340DistributionYr4Rt
Adjusted Qlfy Distri Yr5$26,200AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$579,541NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.045208DistributionYr5Rt
Total Distribution0.222451TotalDistributionRt
Average Distribution0.044490AverageDistributionRt
Net Vl Noncharitable Assets$555,586NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$24,718AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$99NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$24,817AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$28,680QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$99InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$99SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$99TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$99TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr Satisfied0Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateMAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksALBERTA RICHMOND TRUSTEEIndividualWithBooksNm
Phone6173325828PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line18 MANITOBA ROADAddressLine1Txt
CityWABANCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02468ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PYYes (1)UndistributedIncomePYInd
Undistributed Income PY12018UndistributedIncomePY1Yr
Undistributed Income PY22017UndistributedIncomePY2Yr
Undistributed Income PY32016UndistributedIncomePY3Yr
Undistributed Income PY42015UndistributedIncomePY4Yr
Undistr Incm Sect4942a2 Not AppYes (1)UndistrIncmSect4942a2NotAppInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonALBERTA RICHMONDPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line18 MANITOBAAddressLine1Txt
CityWABANCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02468ZIPCd
FieldValueIRS element (for citing)
TitleTRUSTEETitleTxt
Average Hrs Per Wk Devoted To Pos0.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$556,230AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$7,817AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$564,047TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$564,047AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$8,461CashDeemedCharitableAmt
Net Vl Noncharitable Assets$555,586NetVlNoncharitableAssetsAmt
Minimum Investment Return$27,779MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$27,779MinimumInvestmentReturnAmt
Tax Based On Investment Income$99TaxBasedOnInvestmentIncomeAmt
Total Tax$99TotalTaxAmt
Distributable Before Adj$27,680DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$27,680DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$27,680DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$28,680ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$28,680QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$99PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$28,581AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$27,680DistributableAsAdjustedAmt
Undistributed Income PY$29,202UndistributedIncomePYAmt
Prior Year12017PriorYear1Yr
Prior Year22016PriorYear2Yr
Prior Year32015PriorYear3Yr
Total For Prior Years$8,611TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$28,680QualifyingDistributionsAmt
Applied To Year1$28,680AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$0AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$8,611PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$8,611Taxable1Amt
Taxable2$522Taxable2Amt
Undistributed Income CY$27,680UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonALBERTA RICHMONDRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line18 MANITOBA ROADAddressLine1Txt
CityWABANCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02468ZIPCd
FieldValueIRS element (for citing)
Recipient Phone6173325828RecipientPhoneNum
Form And Info And MaterialsLETTER SPECIFYING PURPOSE OF REQUEST AND EVIDENCE OF TAX EXEMPT STATUS.FormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CAMP BAUERCREST
17 OLD COUNTRY RDAMESBURYMA01913NONE501(C)(3) CHARITYUNRESTRICTED PURPOSES$1,500
CHARLES RIVER YMCA
863 GREAT PLAINS AVENUENEEDHAMMA02492NONE501(C)(3) CHARITYUNRESTRICTED PURPOSES$3,100
FAMILY ACCESS OF NEWTON
492 WALTHAM STREETNEWTONMA02465NONE501(C)(3) CHARITYUNRESTRICTED PURPOSE$500
HEBREW SENIOR LIFE
1200 CENTRE STREETROSLINDALEMA02130NONE501(C)(3) CHARITYUNRESTRICTED PURPOSES$5,000
NEWTON FREE LIBRARY
330 HOMER STREETNEWTONMA02459NONE501(C)(3) CHARITYUNRESTRICTED PURPOSE$250
PROJECT BREAD
145 BORDER STREETBOSTONMA02128NONE501(C)(3) CHARITYUNRESTRICTED PURPOSE$250
STURBRIDGE ACADEMY
2 OLD STURBRIDGE VILLAGE RDSTURBRIDGEMA01566NONE501(C)(3) CHARITYUNRESTRICTED PURPOSES$1,000
TEMPLE ALIYAH
1664 CENTRAL AVENEEDHAMMA02492NONE501(C)(3) CHARITYUNRESTRICTED PURPOSES$4,800
THE BENTLEY SCHOOL
25 MEMORIAL DRIVESALEMMA01970NONE501(C)(3) CHARITYUNRESTRICTED PURPOSES$2,500
UNDERSTANDING OUR DIFFERENCES
100 WALNUT STREETNEWTONMA02460NONE501(C)(3) CHARITYUNRESTRICTED PURPOSE$500
HEBREW COLLEGE
160 HERRICK RDNEWTONMA02459NONE501(C)(3) CHARITYUNRESTRICTED PURPOSE$500
GOOD SHEPHERD COMMUNITY CARE
160 WELLS AVENEWTONMA02459NONE501(C)(3) CHARITYUNRESTRICTED PURPOSE$500
MGH FUND
125 NASHUA STBOSTONMA02114NONE501(C)(3) CHARITYUNRESTRICTED PURPOSE$1,000
2LIFE COMMUNITIES
30 WALLINGFORD RDBRIGHTONMA02135NONE501(C)(3) CHARITYUNRESTRICTED PURPOSE$500
MISC PY GRANTS
8 MANITOBA ROADWABANMA02468NONE501(C)(3) CHARITYUNRESTRICTED PURPOSE$6,780
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$28,680TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$128ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$15,208ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion01ExclusionCd
Exclusion$7,247ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$22,583ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$22,583TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTANT FEESCategoryTxt
Amt$8,500Amt
Net Investment Income$8,500NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondJPM - F21145001BondNm
EOY Book Value$238,582EOYBookValueAmt
EOYFMV$242,942EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockJPM - F21145001StockNm
EOY Book Value$263,455EOYBookValueAmt
EOYFMV$335,083EOYFMVAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT MGT FEESCategoryTxt
Amt$4,181Amt
Net Investment Income$4,181NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAX WITHHELDCategoryTxt
Amt$258Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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