DINOVI FAMILY FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- DINOVI FAMILY FOUNDATION (EIN 20-0011660)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-14
- IRS object ID
- 201931349349102903
- 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
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-14T12:52:06-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KPMG LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 60 South Street | AddressLine1Txt |
| City | Boston | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02111 | 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 | 200011660 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The DiNovi Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % ANTHONY J DINOVI | InCareOfNm |
| Business Name Control | DINO | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 RAVINE ROAD | AddressLine1Txt |
| City | WELLESLEY | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02481 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANTHONY J DINOVI | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6172271050 | PhoneNum |
| Signature | 2019-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PAUL S LOWRY PARTNER | PreparerPersonNm |
| PTIN | P01070476 | PTIN |
| Phone | 6179881000 | PhoneNum |
| Preparation | 2019-05-13 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 167.68.102.5 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 04502320191345000014 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2019-05-14 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DECEDB56A75F518ADA56A834C969B4B596A1E5DF | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | D0DF4AE220EC3770EB51AE217C215A7805041FE2 | 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 | $3,491,542 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $122,213 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $122,213 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$4,195 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $875,870 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $118,018 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $122,213 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $5,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Interest Rev And Expnss | $28 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $28 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $44,456 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,620 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $70 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,379 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,379 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $50,863 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $8,027 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $70 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,358,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,358,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,408,863 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $8,027 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,358,070 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,290,845 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $114,186 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $10,923 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $288,479 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $288,479 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $4,880,885 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,203,063 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,203,063 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $154,769 | OtherAssetsBOYAmt |
| Total Assets BOY | $5,046,577 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,491,542 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,491,542 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $5,046,577 | UnrestrictedBOYAmt |
| Unrestricted EOY | $3,491,542 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,046,577 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,491,542 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,046,577 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,491,542 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,046,577 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,290,845 | ExcessRevenueOverExpensesAmt |
| Subtotal | $3,755,732 | SubtotalAmt |
| Other Decreases | $264,190 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,491,542 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| ST GAINS - FIDELITY | P | $19,345 | $20,057 | -$712 | -$712 |
| LT GAINS - FIDELITY | P | $727,452 | $849,624 | -$122,172 | -$122,172 |
| ST GAINS - POWERSHARES | P | $4,091 | -$4,091 | -$4,091 | |
| LT GAINS - POWERSHARES | P | $6,293 | -$6,293 | -$6,293 | |
| PTP COST BASIS ADJUSTMENT | P | $94,097 | $94,097 | $94,097 | |
| CAPITAL GAIN DIVIDENDS | P | $34,976 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$4,195 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,189,266 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,446,016 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.218374 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $495,078 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,150,707 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.119276 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $659,670 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,088,040 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.161366 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $350,570 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,505,708 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.077806 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,076,600 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $5,179,490 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.207858 | DistributionYr5Rt |
| Total Distribution | 0.78468 | TotalDistributionRt |
| Average Distribution | 0.156936 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,199,680 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $659,081 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,142 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $660,223 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,358,070 | 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 | $1,142 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,142 | SubtotalAmt |
| Tax Based On Investment Income | $1,142 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $42,766 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $42,766 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $41,624 | OverpaymentAmt |
| Applied To ES Tax | $41,624 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | 0 | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANTHONY J DINOVI | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6172271050 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 RAVINE ROAD | AddressLine1Txt |
| City | WELLESLEY | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02481 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ANTHONY J DINOVI | ||||||||
| 3 RAVINE ROAD | WELLESLEY | MA | 02481 | TRUSTEE | 1.0 | $0 | $0 | $0 |
| DEANNA L DINOVI | ||||||||
| 3 RAVINE ROAD | WELLESLEY | MA | 02481 | TRUSTEE | 1.0 | $0 | $0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,173,594 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $90,041 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,263,635 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,263,635 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $63,955 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,199,680 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $209,984 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $209,984 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,142 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,142 | TotalTaxAmt |
| Distributable Before Adj | $208,842 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $208,842 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $208,842 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,358,070 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $1,358,070 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,142 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,356,928 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $208,842 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2016 | PriorYear1Yr |
| Prior Year2 | 2015 | PriorYear2Yr |
| Prior Year3 | 2014 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $820,095 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $127,928 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $467,290 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $330,639 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $919,433 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,665,385 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,358,070 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $208,842 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,149,228 | RemainingDistriFromCorpusAmt |
| Total Corpus | $3,814,613 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $820,095 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,994,518 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $127,928 | ExcessFromYear4Amt |
| Excess From Year3 | $467,290 | ExcessFromYear3Amt |
| Excess From Year2 | $330,639 | ExcessFromYear2Amt |
| Excess From Year1 | $919,433 | ExcessFromYear1Amt |
| Excess From Current Year | $1,149,228 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NA | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (31 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| Beth Israel Deaconess Medical Center | ||||||||
| 330 Brookline Ave | Boston | MA | 02215 | NONE | PC | UNRESTRICTED | $500 | |
| CYSTIC FIBROSIS FOUNDATION | ||||||||
| 6931 ARLINGTON ROAD 2ND FLOOR | BETHESDA | MD | 20814 | NONE | PC | UNRESTRICTED | $500 | |
| Brigham and Women's Hospital | ||||||||
| 75 Francis Street | Boston | MA | 02115 | NONE | PC | UNRESTRICTED | $102,500 | |
| Noble & Greenough School | ||||||||
| 10 Campus Drive | Dedham | MA | 02026 | NONE | PC | UNRESTRICTED | $300,000 | |
| HARVARD BUSINESS SCHOOL | ||||||||
| SOLDIERS FIELD | BOSTON | MA | 02163 | NONE | PC | UNRESTRICTED | $105,000 | |
| Squam Lakes Natural Science Center | ||||||||
| 23 Science Cetner Road | Holderness | NH | 03245 | NONE | PC | UNRESTRICTED | $500 | |
| BOYS AND GIRLS CLUB OF BOSTON | ||||||||
| 50 CONGRESS STREET | BOSTON | MA | 02109 | NONE | PC | UNRESTRICTED | $5,000 | SUITE 730 |
| Steppingstone Foundation | ||||||||
| One Appleton Street | Boston | MA | 02116 | NONE | PC | UNRESTRICTED | $30,000 | |
| Nativity School of Worcester | ||||||||
| 67 Lincoln Street | Worcester | MA | 01605 | NONE | PC | UNRESTRICTED | $5,000 | |
| Harvard College Fund | ||||||||
| Harvard College | Cambridge | MA | 02138 | NONE | PC | UNRESTRICTED | $1,000 | 124 Mount Auburn Street |
| Regis High School | ||||||||
| 55 E 84th St | New York | NY | 10028 | NONE | PC | UNRESTRICTED | $30,000 | |
| Lakes Region Conservation Trust | ||||||||
| 156 Dane Road | Center Harbor | NH | 03226 | NONE | PC | UNRESTRICTED | $2,500 | |
| Boston Children's Hospital | ||||||||
| 333 Longwood Avenue | Boston | MA | 02115 | NONE | PC | UNRESTRICTED | $120,000 | 5th floor |
| St John the Evangelist Parish | ||||||||
| 1229 Vermont Street | Lawrence | KS | 66044 | NONE | PC | UNRESTRICTED | $10,000 | |
| SWIM ACROSS AMERICA | ||||||||
| 11600 N Community House ROAD | CHARLOTTE | NC | 28277 | NONE | PC | UNRESTRICTED | $2,500 | SUITE 100 |
| DANA FARBER CANCER INSTUTE | ||||||||
| 450 BROOKLINE AVENUE | BOSTON | MA | 02215 | NONE | PC | UNRESTRICTED | $100,000 | BP418 |
| Travis Roy Foundation | ||||||||
| 101 Huntington Avenue | BOSTON | MA | 02199 | NONE | PC | UNRESTRICTED | $2,500 | Suite 520 |
| Bishops Catholic Assistance Fund | ||||||||
| 153 Ash Street | Manchester | NH | 03104 | NONE | PC | UNRESTRICTED | $2,500 | |
| CITY YEAR | ||||||||
| 287 COLUMBUS AVE | BOSTON | MA | 02116 | NONE | PC | UNRESTRICTED | $5,000 | |
| DEXTER SOUTHFIELD SCHOOL | ||||||||
| 20 NEWTON STREET | BROOKLINE | MA | 02445 | NONE | PC | UNRESTRICTED | $200,000 | |
| GREENLIGHT FUND | ||||||||
| 200 CLAREDON ST 44TH FLOOR | BOSTON | MA | 02116 | NONE | PC | UNRESTRICTED | $5,000 | |
| Horizons for Homeless Children | ||||||||
| 1705 Columbus Ave | Roxbury | MA | 02119 | NONE | PC | UNRESTRICTED | $5,000 | |
| Lakes Region Community Services Foundation | ||||||||
| PO Box 509 | Laconia | NH | 03247 | NONE | PC | UNRESTRICTED | $500 | |
| MARK BAVIS LEADERSHIP FOUNDATION | ||||||||
| PO BOX 320129 | WEST ROXBURY | MA | 02132 | NONE | UNRESTRICTED | $5,000 | ||
| Massachusetts General Hospital | ||||||||
| 55 Fruit Street | Boston | MA | 02114 | NONE | PC | UNRESTRICTED | $25,000 | |
| Franciscan Children's Hospital | ||||||||
| 30 Warren Street | Brighton | MA | 02135 | NONE | PC | UNRESTRICTED | $10,000 | |
| Lawrence Emergency FundECCF | ||||||||
| 175 Andover Street | Danvers | MA | 01923 | NONE | UNRESTRICTED | $10,000 | ||
| President and Fellows of Harvard College | ||||||||
| 1563 Massachusetts Ave | Cambridge | MA | 02138 | NONE | PC | UNRESTRICTED | $250,000 | |
| School the World | ||||||||
| 376 Boylston St 203 | Boston | MA | 02116 | NONE | PC | UNRESTRICTED | $2,500 | |
| United Way of Massachusetts Bay | ||||||||
| 51 Sleeper Street | Boston | MA | 02210 | None | PC | Unrestricted | $10,000 | |
| UP Education Network | ||||||||
| 90 Canal St 600 | Boston | MA | 02114 | None | PC | Unrestricted | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,358,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $122,213 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$4,195 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $118,018 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $118,018 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | KPMG | CategoryTxt |
| Amt | $5,000 | Amt |
| Net Investment Income | $5,000 | NetInvestmentIncomeAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | COMMON STOCK (FIDELITY) | StockNm |
| EOY Book Value | $3,203,063 | EOYBookValueAmt |
| EOYFMV | $3,203,063 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DB POWER SHARES | Desc |
| BOY Book Value | $154,769 | BOYBookValueAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN THE VALUE OF INVESTMENTS | Desc |
| Amt | $264,190 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FIDELITY WIRE/TRANSACTION FEE | $132 | $132 |
| OTHER DEDUCTIONS K-1 | $1,247 | $1,247 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| COMMONWEALTH OF MASSACHUSETTS | $70 | $70 | |
| US TREASURY - 2017 O/P APPLIED | $42,766 | ||
| FOREIGN TAX PAID | $1,620 | $1,620 |
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