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DOROTHY M TENNEY CHARITABLE TRUST: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
DOROTHY M TENNEY CHARITABLE TRUST (EIN 22-3022796)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-04-11
IRS object ID
201901019349100645
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 ReturnHeader

FieldValueIRS element (for citing)
Return2019-04-11T13:42:24-05:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN261588653PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1HOUSSAN & OJERHOLM PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1333 SHREWSBURY STREETAddressLine1Txt
CityWORCESTERCityNm
State AbbreviationMAStateAbbreviationCd
ZIP016044614ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN223022796EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1DOROTHY M TENNEY CHARITABLE TRUSTBusinessNameLine1Txt
Business Name Line2ATTN WARREN M YANOFF TRUSTEEBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlDOROBusinessNameControlTxt
Phone5087974755PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line119 CEDAR STREETAddressLine1Txt
CityWORCESTERCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01609ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonWARREN M YANOFFPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone5087974755PhoneNum
Signature2019-04-11SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDAVID R OJERHOLM CPAPreparerPersonNm
PTINP00055478PTIN
Phone5087919501PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address71.83.59.42IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-04-11IPDt
IP Tm14:42:16IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id4B4B264CD9CDAA5089E156C2DAEDCB559F16AF56AtSubmissionCreationDeviceId
At Submission Filing Device Id4B4B264CD9CDAA5089E156C2DAEDCB559F16AF56AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$611,671FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$18,085DividendsRevAndExpnssAmt
Dividends Net Invst Incm$18,085DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$5,826NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$106,778GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$12,259TotalRevAndExpnssAmt
Total Net Invst Incm$18,085TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$15,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$15,000CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$4,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$303TaxesRevAndExpnssAmt
Taxes Net Invst Incm$268TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$11,106OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$11,106OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$30,409TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$11,374TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$15,000TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$13,505ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$13,505ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$43,914TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$11,374TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$28,505TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$31,655ExcessRevenueOverExpensesAmt
Net Investment Income$6,711NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$602CashBOYAmt
Cash EOY$280CashEOYAmt
Cash EOYFMV$280CashEOYFMVAmt
Sav And Temp Cash Invst BOY$22,627SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$42,721SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$42,721SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$383,756CorporateStockBOYAmt
Corporate Stock EOY$324,453CorporateStockEOYAmt
Corporate Stock EOYFMV$471,085CorporateStockEOYFMVAmt
Corporate Bonds BOY$96,839CorporateBondsBOYAmt
Corporate Bonds EOY$104,715CorporateBondsEOYAmt
Corporate Bonds EOYFMV$97,585CorporateBondsEOYFMVAmt
Total Assets BOY$503,824TotalAssetsBOYAmt
Total Assets EOY$472,169TotalAssetsEOYAmt
Total Assets EOYFMV$611,671TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$314,191CapitalStockBOYAmt
Capital Stock EOY$314,191CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$189,633RetainedEarningBOYAmt
Retained Earning EOY$157,978RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$503,824TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$472,169TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$503,824TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$472,169TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$503,824TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$31,655ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$472,169SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$472,169TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
BERNSTEIN 02410022P2014-08-122018-03-26$62,025$46,361$15,664$15,664
BERNSTEIN 02410022P1990-02-212018-07-16$44,753$66,243-$21,490-$21,490
FieldValueIRS element (for citing)
Capital Gain Net Income-$5,826CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxYes (1)LiableSection4942TaxInd

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$134InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$134SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$134TaxBasedOnInvestmentIncomeAmt
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$134TaxDueAmt

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 BooksWARREN M YANOFF TRUSTEEIndividualWithBooksNm
Phone5087974755PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line119 CEDAR STREETAddressLine1Txt
CityWORCESTERCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01609ZIPCd
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 PY0UndistributedIncomePYInd
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)
PersonWARREN M YANOFFPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line119 CEDAR STREETAddressLine1Txt
CityWORCESTERCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01609ZIPCd
FieldValueIRS element (for citing)
TitleTRUSTEETitleTxt
Average Hrs Per Wk Devoted To Pos5.00AverageHrsPerWkDevotedToPosRt
Compensation$15,000CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1HOUSSAN & OJERHOLM PCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line127 WEST MOUNTAIN STAddressLine1Txt
CityWORCESTERCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01606ZIPCd
FieldValueIRS element (for citing)
Service TypeTAX AND ACCOUNTINGServiceTypeTxt
Compensation$0CompensationAmt
FieldValueIRS element (for citing)
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$572,103AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$34,589AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$606,692TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$606,692AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$9,100CashDeemedCharitableAmt
Net Vl Noncharitable Assets$597,592NetVlNoncharitableAssetsAmt
Minimum Investment Return$29,880MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$29,880MinimumInvestmentReturnAmt
Tax Based On Investment Income$134TaxBasedOnInvestmentIncomeAmt
Total Tax$134TotalTaxAmt
Distributable Before Adj$29,746DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$29,746DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$29,746DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$28,505ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$28,505QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$28,505AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$29,746DistributableAsAdjustedAmt
Undistributed Income PY$27,072UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$28,505QualifyingDistributionsAmt
Applied To Year1$27,072AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$1,433AppliedToCurrentYearAmt
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$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$28,313UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMERICAN CANCER SOCIETY
19 CEDAR STWORCESTERMA01609PUBLIC CHARITYEDUCATIONAL, RELIGIOUS OR SOCIAL WELFARE PURPOSES$1,000
AMERICAN CIVIL LIBERTIES UNION
19 CEDAR STWORCESTERMA01609PUBLIC CHARITYEDUCATIONAL, RELIGIOUS OR SOCIAL WELFARE PURPOSES$1,000
AMERICAN FRIENDS OF HEBREW UNIVERSITY
19 CEDAR STWORCESTERMA01609PUBLIC CHARITYEDUCATIONAL, RELIGIOUS OR SOCIAL WELFARE PURPOSES$3,000
BELOIT COLLEGE
19 CEDAR STWORCESTERMA01609PUBLIC CHARITYEDUCATIONAL, RELIGIOUS OR SOCIAL WELFARE PURPOSES$2,000
BOYLSTON PUBLIC LIBRARY
19 CEDAR STWORCESTERMA01609PUBLIC CHARITYEDUCATIONAL, RELIGIOUS OR SOCIAL WELFARE PURPOSES$200
COMMUNITY LEGAL AID
19 CEDAR STWORCESTERMA01609PUBLIC CHARITYEDUCATIONAL, RELIGIOUS OR SOCIAL WELFARE PURPOSES$250
ENVIRONMENTAL DEFENSE FUND
19 CEDAR STWORCESTERMA01609PUBLIC CHARITYEDUCATIONAL, RELIGIOUS OR SOCIAL WELFARE PURPOSES$150
METROPOLITAN MUSEUM OF ART
19 CEDAR STWORCESTERMA01609PUBLIC CHARITYEDUCATIONAL, RELIGIOUS OR SOCIAL WELFARE PURPOSES$220
MUSEUM OF FINE ART
19 CEDAR STWORCESTERMA01609PUBLIC CHARITYEDUCATIONAL, RELIGIOUS OR SOCIAL WELFARE PURPOSES$115
ONE CAN HELP
19 CEDAR STWORCESTERMA01609PUBLIC CHARITYEDUCATIONAL, RELIGIOUS OR SOCIAL WELFARE PURPOSES$250
RACHEL'S TABLE
19 CEDAR STWORCESTERMA01609PUBLIC CHARITYEDUCATIONAL, RELIGIOUS OR SOCIAL WELFARE PURPOSES$1,000
WHITNEY MUSEUM
19 CEDAR STWORCESTERMA01609PUBLIC CHARITYEDUCATIONAL, RELIGIOUS OR SOCIAL WELFARE PURPOSES$300
WORCESTER ART MUSEUM
19 CEDAR STWORCESTERMA01609PUBLIC CHARITYEDUCATIONAL, RELIGIOUS OR SOCIAL WELFARE PURPOSES$600
WORCESTER COUNTY FOOD BANK
19 CEDAR STWORCESTERMA01609PUBLIC CHARITYEDUCATIONAL, RELIGIOUS OR SOCIAL WELFARE PURPOSES$500
WORCESTER MEALS ON WHEELS
19 CEDAR STWORCESTERMA01609PUBLIC CHARITYEDUCATIONAL, RELIGIOUS OR SOCIAL WELFARE PURPOSES$520
WUMB RADIO
19 CEDAR STWORCESTERMA01609PUBLIC CHARITYEDUCATIONAL, RELIGIOUS OR SOCIAL WELFARE PURPOSES$1,000
DRESS OF SUCCESS
19 CEDAR STWORCESTERMA01609PUBLIC CHARITYEDUCATIONAL, RELIGIOUS OR SOCIAL WELFARE PURPOSES$350
HILLSIDE RESTORATION PROJECT
19 CEDAR STWORCESTERMA01609PUBLIC CHARITYEDUCATIONAL, RELIGIOUS OR SOCIAL WELFARE PURPOSES$150
MUSEUM OF SCIENCE
19 CEDAR STWORCESTERMA01609PUBLIC CHARITYEDUCATIONAL, RELIGIOUS OR SOCIAL WELFARE PURPOSES$175
TEMPLE EMANUEL
19 CEDAR STWORCESTERMA01609PUBLIC CHARITYEDUCATIONAL, RELIGIOUS OR SOCIAL WELFARE PURPOSES$250
TOWER HILL
19 CEDAR STWORCESTERMA01609PUBLIC CHARITYEDUCATIONAL, RELIGIOUS OR SOCIAL WELFARE PURPOSES$125
US HOLOCAUST MUSEUM
19 CEDAR STWORCESTERMA01609PUBLIC CHARITYEDUCATIONAL, RELIGIOUS OR SOCIAL WELFARE PURPOSES$250
WORLD WILDLIFE FEDERATION
19 CEDAR STWORCESTERMA01609PUBLIC CHARITYEDUCATIONAL, RELIGIOUS OR SOCIAL WELFARE PURPOSES$100
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$13,505TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$18,085ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm-$5,826RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$18,085ExclusionAmt
Related Or Exempt Function Incm-$5,826RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$12,259TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
8INCOME IS NECESSARY TO PROVIDE FUNDING TO SUPPORT THE ORGANIZATIONS
4EDUCATIONAL, CHARITABLE AND RELIGIOUS CONTRIBUTIUONS.

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)
CategoryHOUSSAN & OJERHOLM, PC, CPACategoryTxt
Amt$4,000Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Applied To Prior Year Election AppliedToPriorYearElection

FieldValueIRS element (for citing)
ElectionTAXPAYER ELECTS TO APPLY 2013 CHARITABLE DISTRIBUTIONS TO PRIOR YEAR UNDISTRIBUTED AMOUNTSElectionDesc

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondCORPORATE BONDSBondNm
EOY Book Value$104,715EOYBookValueAmt
EOYFMV$97,585EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORPORATE STOCKSStockNm
EOY Book Value$324,453EOYBookValueAmt
EOYFMV$471,085EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT ADVISORY AND EXPENSES$11,049$11,049$0
BANKING FEES$57$57$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
COMMONWEALTH OF MASS., FORM PC$35$0$0
FEDERAL INCOME TAX , FORM 990PF$268$268$0

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