CAROLYN K TRIBE FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- CAROLYN K TRIBE FOUNDATION (EIN 27-6595079)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-12
- IRS object ID
- 201923169349101047
- 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 Other Schedule2
- Other Decreases Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-12T13:21:09-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042433152 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREENE RUBIN MILLER AND PACINO CPA'S | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1340 SOLDIERS FIELD ROAD | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02135 | 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 | 276595079 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CAROLYN K TRIBE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CARO | BusinessNameControlTxt |
| Phone | 6172544422 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O GRMP 1340 SOLDIERS FIELD ROAD | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02135 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CAROLYN K TRIBE | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6172544422 | PhoneNum |
| Signature | 2019-10-31 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PETER ANDERSON | PreparerPersonNm |
| PTIN | P00463471 | PTIN |
| Phone | 6172544422 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 173.14.186.89 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-10-31 | IPDt |
| IP Tm | 10:57:33 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 7146F5C25196A878430823A81E2AB5B4D422EA15 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 7146F5C25196A878430823A81E2AB5B4D422EA15 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $441,323 | 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 | $2 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $9,008 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $9,008 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $12,883 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $86,298 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $12,883 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $21,893 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $21,893 | 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 |
| Other Prof Fees Rev And Expnss | $4,605 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $4,605 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $542 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $214 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,147 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,819 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $24,800 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $24,800 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $29,947 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,819 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $24,800 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$8,054 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $17,074 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $12,773 | CashBOYAmt |
| Cash EOY | $7,647 | CashEOYAmt |
| Cash EOYFMV | $7,647 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $14,897 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $24,419 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $24,419 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $446 | AcctRcvblAmt |
| Acct Rcvbl BOY | $540 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $446 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $446 | AcctRcvblEOYFMVAmt |
| Other Investments BOY | $429,584 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $417,238 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $408,811 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $457,794 | TotalAssetsBOYAmt |
| Total Assets EOY | $449,750 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $441,323 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $457,794 | RetainedEarningBOYAmt |
| Retained Earning EOY | $449,750 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $457,794 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $449,750 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $457,794 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $449,750 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $457,794 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$8,054 | ExcessRevenueOverExpensesAmt |
| Other Increases | $77 | OtherIncreasesAmt |
| Subtotal | $449,817 | SubtotalAmt |
| Other Decreases | $67 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $449,750 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (15 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| BLACKSTONE ALTERNATIVE MULTI | P | 2017-11-29 | 2018-06-19 | $12,078 | $12,500 | -$422 | -$422 |
| CATALYST/MILLBURN HEDGE STRATEGY | P | 2017-11-29 | 2018-03-21 | $5,000 | $5,373 | -$373 | -$373 |
| CATALYST/MILLBURN HEDGE STRATEGY | P | 2017-11-29 | 2018-05-14 | $5,000 | $5,244 | -$244 | -$244 |
| VANGUARD TAX-MANAGED FD EUROPE | P | 2017-11-29 | 2018-06-19 | $4,352 | $4,471 | -$119 | -$119 |
| BLACKSTONE ALTERNATIVE MULTI | P | 2017-03-03 | 2018-06-19 | $2,922 | $2,894 | $28 | $28 |
| COLUMBIA FDS SER TR I INTERMEDIATE | P | 2014-03-05 | 2018-03-21 | $10,000 | $10,272 | -$272 | -$272 |
| COLUMBIA FDS SER TR I INTERMEDIATE | P | 2006-08-23 | 2018-06-19 | $16,193 | $15,990 | $203 | $203 |
| COLUMBIA FDS SER TR I INTERMEDIATE | P | 2007-01-03 | 2018-06-19 | $2,601 | $2,601 | $0 | $0 |
| COLUMBIA FDS SER TR I INTERMEDIATE | P | 2014-03-05 | 2018-06-19 | $1,206 | $1,238 | -$32 | -$32 |
| COLUMBIA CONTRARIAN CORE FUND | P | 2017-03-03 | 2018-03-21 | $7,500 | $6,991 | $509 | $509 |
| COLUMBIA CONTRARIAN CORE FUND | P | 2017-03-03 | 2018-06-19 | $2,500 | $2,309 | $191 | $191 |
| CREDIT SUISSE COMMODITY RETURN | P | 2017-03-03 | 2018-03-21 | $1,500 | $1,527 | -$27 | -$27 |
| ISHARES MSCI EMERGING MARKETS | P | 2014-03-05 | 2018-03-21 | $1,227 | $985 | $242 | $242 |
| ISHARES MSCI EMERGING MARKETS | P | 2015-02-25 | 2018-03-21 | $1,227 | $1,020 | $207 | $207 |
| CAPITAL GAINS DIVIDENDS | P | $12,992 | $12,992 | $12,992 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $12,883 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $30,588 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $490,167 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.062403 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $5,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $458,092 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.010915 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $32,068 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $471,939 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.067949 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $7,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $485,762 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.014410 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $25,500 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $454,089 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.056156 | DistributionYr5Rt |
| Total Distribution | 0.211833 | TotalDistributionRt |
| Average Distribution | 0.042367 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $467,544 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $19,808 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $171 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $19,979 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $24,800 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $171 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $171 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $171 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $200 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $200 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $29 | OverpaymentAmt |
| Applied To ES Tax | $29 | 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 | 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 |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PETER O ANDERSON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6172544422 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1340 SOLDIERS FIELD ROAD | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02135 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CAROLYN K TRIBE | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5 ASH STREET | AddressLine1Txt |
| City | CAMBRIDGE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02138 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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 | $463,961 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $10,210 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $493 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $474,664 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $474,664 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $7,120 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $467,544 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $23,377 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $23,377 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $171 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $171 | TotalTaxAmt |
| Distributable Before Adj | $23,206 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $23,206 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $23,206 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $24,800 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $24,800 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $171 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $24,629 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $23,206 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $15,696 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $24,800 | QualifyingDistributionsAmt |
| Applied To Year1 | $15,696 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $9,104 | 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 | $14,102 | 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 (5 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ASSOCIATION FOR HOLISTIC MATERNAL & NEWBORN HEALTH | ||||||
| PO BOX 50630 | LOS ANGELES | CA | 90050 | 501(C)3 | SUPPORT FOR THE CENTER'S MATERNAL AND NEWBORN HEALTH PROGRAMS | $1,000 |
| CHARLES RIVER CONSERVANCY | ||||||
| 43 THORNDIKE STREET | CAMBRIDGE | MA | 02141 | 501(C)3 | SUPPORT FOR THE CONSERVANCY OF THE CHARLES RIVER AND SURROUNDING PARK AREAS | $15,000 |
| DAHLIA HEIGHTS ELEMENTARY PTA | ||||||
| 5063 FLORISTAN AVENUE | LOS ANGELES | CA | 90041 | 501(C)3 | SUPPORT OF SCHOOL GARDEN PROJECT | $2,500 |
| EAGLE ROCK ELEMENTARY PTA | ||||||
| 333 S BEAUDRY AVENUE | LOS ANGELES | CA | 90017 | 501(C)3 | SUPPORT THE SCHOOL'S EDUCATIONAL PROGRAMS | $1,300 |
| VISUAL ARTS FOUNDATION | ||||||
| 220 E 23RD ST SUITE 609 | NEW YORK | NY | 10010 | 501(C)3 | SUPPORT FOR THE ORGANIZATIONS MFA FINE ARTS SCHOLARSHIP | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $24,800 | 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 | $2 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9,008 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $12,883 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $21,893 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $21,893 | 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 Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| EQUITY MUTUAL FUNDS | AT COST | $281,613 | $276,603 |
| FIXED INCOME MUTUAL FUNDS | AT COST | $82,652 | $81,958 |
| ALTERNATIVE INVESTMENT FUNDS - RE | AT COST | $42,000 | $40,767 |
| TANGIBLE ASSET FUNDS | AT COST | $10,973 | $9,483 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR YEAR BASIS ADJUSTMENT | Desc |
| Amt | $67 | Amt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NON DIVIDEND DISTRIBUTIONS | Desc |
| Amt | $77 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $4,605 | Amt |
| Net Investment Income | $4,605 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $214 | $214 | $0 |
| ANNUAL REPORT FEE | $35 | $0 | $0 |
| FORM 990-PF | $293 | $0 | $0 |
Comments