ROBERT S & MARIA J REISMAN CHARITABLE TRUST: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- ROBERT S & MARIA J REISMAN CHARITABLE TRUST (EIN 04-6965549)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-10-21
- IRS object ID
- 201902949349100610
- Schema version
- 2018v3.1
- 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
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-10-21T14:08:36-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 205972245 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARGENT WEALTH MANAGEMENT LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 FIFTH AVE 7TH FLOOR | AddressLine1Txt |
| City | WALTHAM | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02451 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 046965549 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT S & MARIA J REISMAN | BusinessNameLine1Txt |
| Business Name Line2 | CHARITABLE TRUST | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROBE | BusinessNameControlTxt |
| Phone | 7812904900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 131 WINDING RIVER RD | AddressLine1Txt |
| City | NEEDHAM | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 024921024 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT S REISMAN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 7812904900 | PhoneNum |
| Signature | 2019-10-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID M DUCHESNEAU | PreparerPersonNm |
| PTIN | P00955846 | PTIN |
| Phone | 7812904900 | PhoneNum |
| Preparation | 2019-10-15 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 198.0.154.43 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-10-21 | IPDt |
| IP Tm | 14:08:32 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | B95DAC9ED24F2DCA5DE2747351CB5CAE4842BA8C | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-01-14 16:20:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $10,232,185 | 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 | $17,862 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $49 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $133,032 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $133,032 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $223,322 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $584,443 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $223,322 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $374,216 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $356,403 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $70,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $35,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $35,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $11,115 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $115 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $14,124 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $14,124 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $95,239 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $49,239 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $35,000 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $482,350 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $482,350 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $577,589 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $49,239 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $517,350 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$203,373 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $307,164 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $115,550 | CashBOYAmt |
| Cash EOY | $74,316 | CashEOYAmt |
| Cash EOYFMV | $74,316 | CashEOYFMVAmt |
| US Government Obligations BOY | $254,386 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $253,665 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $294,755 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $5,105,286 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,943,868 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $9,863,114 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $5,475,222 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,271,849 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,232,185 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $5,475,222 | CapitalStockBOYAmt |
| Capital Stock EOY | $5,271,849 | 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 | $5,475,222 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,271,849 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,475,222 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,271,849 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,475,222 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$203,373 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $5,271,849 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,271,849 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| MERRILL PORTFOLIO | P | 2018-01-01 | 2018-12-31 | $24,504 | $28,302 | -$3,798 | -$3,798 |
| MERRILL PORTFOLIO | P | 2002-01-01 | 2018-12-31 | $134,698 | $120,155 | $14,543 | $14,543 |
| ISHARES RUSSELL 2000 | P | 2011-02-01 | 2018-11-28 | $249,643 | $132,185 | $117,458 | $117,458 |
| SPDR S&P 500 | P | 2011-02-01 | 2018-11-28 | $167,407 | $80,479 | $86,928 | $86,928 |
| CAPITAL GAINS DIVIDENDS | P | $8,191 | $8,191 | $8,191 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $223,322 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $447,100 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $10,444,607 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.042807 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $448,151 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $8,951,290 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.050066 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $375,017 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $9,089,327 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.041259 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $421,590 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $8,377,988 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.050321 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $374,433 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $7,747,164 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.048332 | DistributionYr5Rt |
| Total Distribution | 0.232785 | TotalDistributionRt |
| Average Distribution | 0.046557 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $11,584,767 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $539,352 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,072 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $542,424 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $517,350 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,143 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,143 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,143 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,342 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $7,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $14,342 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $8,199 | OverpaymentAmt |
| Applied To ES Tax | $8,199 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ROBERT S REISMAN | IndividualWithBooksNm |
| Phone | 7812904900 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 131 WINDING RIVER RD | AddressLine1Txt |
| City | NEEDHAM | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02492 | 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 |
|---|---|---|---|---|---|---|---|---|
| ROBERT REISMAN | ||||||||
| 131 WINDING RIVER RD | NEEDHAM | MA | 024921024 | TRUSTEE | 10.00 | $35,000 | $0 | $0 |
| MARIA REISMAN | ||||||||
| 131 WINDING RIVER RD | NEEDHAM | MA | 024921024 | TRUSTEE | 10.00 | $35,000 | $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 | $11,699,928 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $61,257 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,761,185 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $11,761,185 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $176,418 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,584,767 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $579,238 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $579,238 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,143 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,143 | TotalTaxAmt |
| Distributable Before Adj | $573,095 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $573,095 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $573,095 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $517,350 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $517,350 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $517,350 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $573,095 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $477,054 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $517,350 | QualifyingDistributionsAmt |
| Applied To Year1 | $477,054 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $40,296 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $532,799 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (42 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALZHEIMERS ASSN | |||||||
| 322 EIGHTH AVE 7TH FLOOR | NEW YORK | NY | 10001 | NONE | EXEMPT | TO SUPPORT RESEARCH | $250 |
| AMERICAN CANCER SOCIETY | |||||||
| P O BOX 22718 | OKLAHOMA CITY | OK | 73123 | NONE | EXEMPT | TO SUPPORT RESEARCH | $250 |
| AMERICAN DIABETES ASSOCIATION | |||||||
| 330 CONGRESS STREET | BOSTON | MA | 02210 | NONE | EXEMPT | TO SUPPORT RESEARCH | $250 |
| AMERICAN HEART ASSOCIATION | |||||||
| 7272 GREENVILLE AVE | DALLAS | TX | 75231 | NONE | EXEMPT | TO SUPPORT RESEARCH | $500 |
| AMERICAN PARKINSONS DISEASE ASSOCIATION | |||||||
| 1800 NORTH MAIN STREET | WHEATON | IL | 60187 | NONE | EXEMPT | TO SUPPORT RESEARCH | $500 |
| ARTHRITIS FOUNDATION | |||||||
| P O BOX 7669 | ATLANTA | GA | 30357 | NONE | EXEMPT | TO SUPPORT RESEARCH | $500 |
| BETH ISRAEL DEACONESS HOSPITAL | |||||||
| 25 BOYLSTON STREET | CHESTNUT HILL | MA | 02467 | NONE | EXEMPT | TO SUPPORT RESEARCH | $2,500 |
| CHARLES RIVER CENTER | |||||||
| 59 E MILITIA HEIGHTS DRIVE | NEEDHAM | MA | 02492 | NONE | EXEMPT | TO SUPPORT THE COMMUNITY | $500 |
| COMBINED JEWISH PHILANTHOPIES | |||||||
| 126 HIGH STREET | BOSTON | MA | 02110 | NONE | EXEMPT | TO SUPPORT THE COMMUNITY | $1,000 |
| DANA FARBER | |||||||
| 44 BINNEY STREET | BOSTON | MA | 02115 | NONE | EXEMPT | TO SUPPORT MEDICAL RESEARCH | $50,000 |
| GLOBAL CENTER FOR GSD | |||||||
| 282 WASHINGTON STREET | HARTFORD | CT | 06106 | NONE | EXEMPT | TO SUPPORT THE COMMUNITY | $11,000 |
| HABITAT FOR HUMANITY | |||||||
| 270 PEACHTREE STREET NW | ATLANTA | GA | 30303 | NONE | EXEMPT | TO SUPPORT THE COMMUNITY | $750 |
| HOME FOR LITTLE WANDERERS | |||||||
| 10 GUEST STREET | BOSTON | MA | 02135 | NONE | EXEMPT | TO SUPPORT THE COMMUNITY | $500 |
| LEUKEMIA & LYMPHOMA SOCIETY | |||||||
| 1311 MAMARONECK AVENUE SUITE 310 | WHITE PLAINS | NY | 10605 | NONE | EXEMPT | TO SUPPORT RESEARCH | $500 |
| MAKE A WISH FOUNDATION | |||||||
| 1 BULLFINCH PLACE | BOSTON | MA | 02114 | NONE | EXEMPT | TO SUPPORT THE COMMUNITY | $1,000 |
| MARCH OF DIMES | |||||||
| 112 TURNPIKE ROAD | WESTBOROUGH | MA | 01581 | NONE | EXEMPT | TO SUPPORT THE COMMUNITY | $1,000 |
| MARINE TOYS FOR TOTS | |||||||
| 18251 QUANTICO GATEWAY DRIVE | TRIANGLE | VA | 22172 | NONE | EXEMPT | TO SUPPORT THE COMMUNITY | $500 |
| MASSACHUSETTS GENERAL HOSPITAL | |||||||
| 55 FRUIT STREET | BOSTON | MA | 02114 | NONE | EXEMPT | TO SUPPORT MEDICAL NEEDS | $294,000 |
| MEDICINE FOR PEACE | |||||||
| 2732 UNICORN LANE NW | WASHINGTON | DC | 20015 | NONE | EXEMPT | TO SUPPORT THE COMMUNITY | $500 |
| MUSCULAR DYSTROPHY ASSN | |||||||
| 50 FEDERAL STREET | BOSTON | MA | 02110 | NONE | EXEMPT | TO SUPPORT RESEARCH | $250 |
| NATIONAL HEADACHE FOUNDATION | |||||||
| 820 N ORLEANS | CHICAGO | IL | 60610 | NONE | EXEMPT | TO SUPPORT RESEARCH | $500 |
| NATIONAL PARKINSONS FOUNDATION | |||||||
| 200 SE 1ST STREET | MIAMI | FL | 33131 | NONE | EXEMPT | TO SUPPORT RESEARCH | $500 |
| NEW ENGLAND AQUARIUM | |||||||
| 1096 MASSACHUSETTS AVENUE | BOSTON | MA | 02118 | NONE | EXEMPT | TO SUPPORT THE COMMUNITY | $500 |
| NEW ENGLAND BAPTIST HOSPITAL | |||||||
| 125 PARKER HILL AVANUE | BOSTON | MA | 02120 | NONE | EXEMPT | TO SUPPORT THE COMMUNITY | $30,000 |
| NEW ENGLAND WILDLIFE CENTER | |||||||
| 500 COLUMBIAN STREET | SOUTH WEYMOUTH | MA | 02190 | NONE | EXEMPT | TO SUPPORT CONSERVATION | $50,000 |
| NEWTON WELLESLEY CHARITABLE FOUNDATION | |||||||
| 2014 WASHINGTON STREET | NEWTON | MA | 02462 | NONE | EXEMPT | TO SUPPORT RESEARCH | $15,000 |
| PARALYZED VETERANS OF AMERICA | |||||||
| 801 EIGHTEENTH STREET NW | WASHINGTON | DC | 20006 | NONE | EXEMPT | TO SUPPORT THE COMMUNITY | $500 |
| PINE STREET INN | |||||||
| 444 HARRISON AVE | BOSTON | MA | 02118 | NONE | EXEMPT | TO SUPPORT THE COMMUNITY | $500 |
| ROSIE'S PLACE | |||||||
| 889 HARRISON AVE | BOSTON | MA | 02118 | NONE | EXEMPT | TO SUPPORT THE COMMUNITY | $500 |
| SHRINERS HOSPITAL FOR CHILDREN | |||||||
| 51 BLOSSOM STREET | BOSTON | MA | 02114 | NONE | EXEMPT | TO SUPPORT RESEARCH | $1,000 |
| SMILE TRAIN | |||||||
| 41 MADISON AVE | NEW YORK | NY | 10010 | NONE | EXEMPT | TO SUPPORT THE COMMUNITY | $250 |
| SPECIAL OLYMPICS MASS | |||||||
| 512 FOREST STREET | MARLBOROUGH | MA | 01752 | NONE | EXEMPT | TO SUPPORT THE COMMUNITY | $250 |
| ST JUDE CHLDRENS RESEARCH CENTER | |||||||
| 313 WASHINGTON STREET | NEWTON | MA | 02458 | NONE | EXEMPT | TO SUPPORT RESEARCH | $1,000 |
| THE DEVEREUX FOUNDATION | |||||||
| 60 MILES ROAD | RUTLAND | MA | 01543 | NONE | EXEMPT | TO SUPPORT THE COMMUNITY | $1,000 |
| THE FUND FOR BABSON | |||||||
| 231 FOREST STREET | WELLESLEY | MA | 02181 | NONE | EXEMPT | TO SUPPORT EDUCATION | $10,000 |
| THE SALVATION ARMY | |||||||
| 187 COLUMBUS AVENUE | BOSTON | MA | 01226 | NONE | EXEMPT | TO SUPPORT THE COMMUNITY | $250 |
| UMAF | |||||||
| 134 HICKS WAY | AMHERST | MA | 01003 | NONE | EXEMPT | TO SUPPORT EDUCATIONAL NEEDS | $2,000 |
| USO | |||||||
| P O BOX 96322 | WASHINGTON | DC | 20090 | NONE | EXEMPT | TO SUPPORT THE COMMUNITY | $500 |
| NOAHS ARK PRESCHOOL | |||||||
| 1154 GREAT PLAIN AVE | NEEDHAM | MA | 02492 | NONE | EXEMPT | TO SUPPORT THE COMMUNITY | $1,000 |
| EPILEPSY FOUNDATION | |||||||
| 335 MAIN STREET | WILMINGTON | MA | 01887 | NONE | EXEMPT | TO SUPPORT RESEARCH | $250 |
| NEEDHAM POLICE UNION | |||||||
| 352 TURNPIKE ROAD | SOUTHBOROUGH | MA | 01772 | NONE | EXEMPT | TO SUPPORT THE COMMUNITY | $100 |
| THE GREATER BOSTON FOOD BANK | |||||||
| 70 S BAY AVE | BOSTON | MA | 02118 | NONE | EXEMPT | TO SUPPORT THE COMMUNITY | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $482,350 | 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 | $17,862 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $133,032 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $223,322 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $374,216 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $374,216 | 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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FIDELITY PORTFOLIO | $4,559,785 | $9,475,158 |
| MERRILL LYNCH PORTFOLIO | $384,083 | $387,956 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $253,665 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $294,755 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PROFESSIONAL FEES | $13,333 | $13,333 | $0 |
| ANNUAL REPORT | $70 | $70 | $0 |
| BOND AMORTIZATION | $721 | $721 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $115 | $115 | $0 |
| FEDERAL TAX | $11,000 | $0 | $0 |
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