DR CHARLES J HOMCY CHARITABLE FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- DR CHARLES J HOMCY CHARITABLE FOUNDATION (EIN 26-6356357)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-23
- IRS object ID
- 201911439349100801
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-23T08:46:35-07:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COONEY CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 107 BROADWAY | AddressLine1Txt |
| City | HANOVER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 023392309 | 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 | 266356357 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Dr Charles J Homcy Charitable Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DRCH | BusinessNameControlTxt |
| Phone | 7818265111 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 Crown Colony Drive | AddressLine1Txt |
| City | Quincy | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02169 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Thomas P Reilly Trustee | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Phone | 7818265111 | PhoneNum |
| Signature | 2019-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Michael D Cooney | PreparerPersonNm |
| PTIN | P01584479 | PTIN |
| Phone | 7818265111 | PhoneNum |
| Preparation | 2019-05-23 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 96.237.50.4 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-05-23 | IPDt |
| IP Tm | 08:46:29 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 36454C77359E9F66C6176266F1CBB577B07B704F | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 4D4457F187A9FE808F1FEF754D57C316ADA2BE4E | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,183,143 | 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 | $123,030 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $894 | InterestOnSavRevAndExpnssAmt |
| Dividends Rev And Expnss | $9,163 | DividendsRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $287,674 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $189,620 | NetSTCapitalGainAdjNetIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $133,087 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $287,674 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $189,620 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $3,700 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $30 | OtherProfFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $0 | TaxesRevAndExpnssAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $250 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $3,980 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $639,720 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $643,700 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $0 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$510,613 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $287,674 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $189,620 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $357,361 | CashBOYAmt |
| Cash EOY | $98,647 | CashEOYAmt |
| Cash EOYFMV | $98,647 | CashEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Corporate Stock BOY | $1,811,687 | CorporateStockBOYAmt |
| Corporate Stock EOY | $754,528 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $754,528 | CorporateStockEOYFMVAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments BOY | $113,844 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $329,968 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $329,968 | OtherInvestmentsEOYFMVAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,282,892 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,183,143 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,183,143 | TotalAssetsEOYFMVAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $206,306 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $7,106 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $206,306 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $7,106 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $2,076,586 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,176,037 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,076,586 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,176,037 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,282,892 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,183,143 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,076,586 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$510,613 | ExcessRevenueOverExpensesAmt |
| Other Increases | -$389,936 | OtherIncreasesAmt |
| Subtotal | $1,176,037 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,176,037 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (17 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | FMV As Of123169FMVAsOf123169Amt | Adjusted Basis As Of123169AdjustedBasisAsOf123169Amt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| TD Ameritrade - Capital Gains | P | 2017-01-01 | 2018-12-31 | $91 | $0 | $0 | $91 | $0 | $0 | $0 | $91 |
| Sage Therapeutics | P | 2017-10-04 | 2018-02-16 | $178,467 | $0 | $144,975 | $33,492 | $0 | $0 | $0 | $33,492 |
| Ventas Inc | P | 2018-05-01 | 2018-10-19 | $55,997 | $0 | $51,764 | $4,233 | $0 | $0 | $0 | $4,233 |
| Global Blood | P | 2018-06-15 | 2018-06-15 | $15,977 | $0 | $0 | $15,977 | $0 | $0 | $0 | $15,977 |
| Global Blood | P | 2018-09-21 | 2018-09-21 | $27,977 | $0 | $0 | $27,977 | $0 | $0 | $0 | $27,977 |
| Global Blood | P | 2018-12-21 | 2018-12-21 | $6,785 | $0 | $0 | $6,785 | $0 | $0 | $0 | $6,785 |
| Portola Pharmaceuticals | P | 2018-01-19 | 2018-01-19 | $17,977 | $0 | $0 | $17,977 | $0 | $0 | $0 | $17,977 |
| Portola Pharmaceuticals | P | 2018-01-19 | 2018-01-19 | $17,977 | $0 | $0 | $17,977 | $0 | $0 | $0 | $17,977 |
| Portola Pharmaceuticals | P | 2018-03-16 | 2018-03-16 | $8,977 | $0 | $0 | $8,977 | $0 | $0 | $0 | $8,977 |
| Portola Pharmaceuticals | P | 2018-09-21 | 2018-09-21 | $12,577 | $0 | $0 | $12,577 | $0 | $0 | $0 | $12,577 |
| Portola Pharmaceuticals | P | 2018-12-21 | 2018-12-21 | $22,470 | $0 | $0 | $22,470 | $0 | $0 | $0 | $22,470 |
| Sage Therapeutics | P | 2018-05-18 | 2018-05-18 | $21,985 | $0 | $0 | $21,985 | $0 | $0 | $0 | $21,985 |
| Blueprint Medicines | P | 2010-03-31 | 2018-01-19 | $295,928 | $0 | $295,928 | $0 | $0 | $0 | $0 | $0 |
| Foundation Medicine | P | 2010-03-31 | 2018-07-31 | $959 | $0 | $959 | $0 | $0 | $0 | $0 | $0 |
| Global Blood | P | 2011-05-26 | 2018-03-16 | $102,965 | $0 | $5,002 | $97,963 | $0 | $0 | $0 | $97,963 |
| Foundation Medicine | P | 2010-03-31 | 2018-07-31 | $122,341 | $0 | $122,341 | $0 | $0 | $0 | $0 | $0 |
| Third Rock Ventures | P | 2018-01-01 | 2018-12-30 | $0 | $0 | $807 | -$807 | $0 | $0 | $0 | -$807 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $287,674 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $189,620 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Adjusted Qlfy Distri Yr1 | $0 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $0 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.000000 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $0 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $0 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.000000 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $0 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $0 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.000000 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $0 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $0 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.000000 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $0 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $0 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.000000 | DistributionYr5Rt |
| Total Distribution | 0.000000 | TotalDistributionRt |
| Average Distribution | 0.000000 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $0 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $0 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,877 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,877 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $0 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,753 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,753 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,753 | TaxBasedOnInvestmentIncomeAmt |
| Extsn Request Income Tax Paid | $14,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $14,000 | TotalPaymentsAndCreditsAmt |
| Original Return Overpayment | -$14,000 | OriginalReturnOverpaymentAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $113 | EsPenaltyAmt |
| Overpayment | $8,134 | OverpaymentAmt |
| Applied To ES Tax | $8,134 | 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 | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| 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 |
| Individual With Books | Michael D Cooney | IndividualWithBooksNm |
| Phone | 7818265111 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 107 Broadway | AddressLine1Txt |
| City | Hanover | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02339 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| 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 |
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 |
|---|---|---|---|---|---|---|---|---|
| Joseph Homcy | ||||||||
| 107 Broadway | Hanover | MA | 02339 | Trustee | 0.00 | $0 | $0 | $0 |
| Thomas Reilly | ||||||||
| 400 Crown Colony | Quinncy | MA | 02169 | Trustee | 0.00 | $0 | $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 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $0 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $0 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $0 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $0 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $0 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $0 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,753 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,753 | TotalTaxAmt |
| Distributable Before Adj | $0 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $0 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $0 | ExpensesAndContributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $0 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| American Foundation for Suicide Prevention | ||||||
| 120 Wall Street - 29th Floor | New York | NY | 10005 | Not ForProfit | General | $100 |
| ASPCA | ||||||
| 424 E 92nd St | New York | NY | 10128 | NotForProfit | General | $200 |
| Canine Companions for Independence | ||||||
| P O Box 446 | Santa Rosa | CA | 95402 | NotForprofit | General | $200 |
| GVFA | ||||||
| 20975 Geyersville Ave | Geyersville | CA | 95441 | NotForProfit | General | $200 |
| Human Needs Project | ||||||
| 36 Professional Center Pkwy | San Rafael | CA | 94903 | NotForProfit | General | $20,000 |
| Humane Society of US | ||||||
| 1255 23rd Street NW Suite 450 | Washington | DC | 20037 | NotForProfit | General | $150 |
| International Rescue Committee | ||||||
| P O Box 6068 | Albert Lea | MN | 56007 | NotForProfit | General | $25,000 |
| Jackie's Journey | ||||||
| 855 Jefferson Ave | Redwood City | CA | 94063 | NotFor profit | General | $220 |
| Larkin Street Youth Services | ||||||
| 134 Golden Gate Ave | San Francisco | CA | 94102 | NotFor Profit | General | $1,000 |
| Leukemia & Lymphona Society | ||||||
| 3 International Drive Suite 200 | Rye Brook | NY | 10573 | NotForProfit | General | $1,000 |
| McLean Hospital | ||||||
| 115 Mill Street | Belmont | MA | 02478 | NotForProfit | Research | $100,000 |
| Johns Hopkins | ||||||
| 3400 N Charles Street | Baltimore | MD | 21218 | Not For Profit | Research | $417,700 |
| Sonoma Land Trust | ||||||
| 822 5th St | Santa Rosa | CA | 95404 | NotFor Profit | General | $200 |
| UCSF Foundation | ||||||
| 505 Parnassus Ave | San Francisco | CA | 94143 | NotForProfit | General | $50,000 |
| Museum of Science | ||||||
| Museum of Science Driveway | Boston | MA | 02114 | NotForProfit | General | $500 |
| NHL Alumni Association | ||||||
| 400 Kiplind Ave | Toronto | MA | 99999 | NotForProfit | General | $100 |
| Regis High School | ||||||
| 55 E 84th St | New York | NY | 10028 | NotForProfit | General | $1,000 |
| Saint Rita of Cascia | ||||||
| 1166 S Broad Street | Philadelphia | PA | 19146 | NotForProfit | General | $100 |
| St Jude's Hospital | ||||||
| 262 Danny Thomas Place | Memphis | TN | 38105 | NotForProfit | General | $1,500 |
| Stanford University | ||||||
| P O Box 20466 | Stanford | CA | 94305 | University | General | $20,000 |
| Unicef | ||||||
| 125 Maiden Lane | New York | NY | 10038 | NotForProfit | General | $250 |
| USA for UNHCR | ||||||
| 1310 L St NW 450 | Washington | DC | 20005 | NotForProfit | General | $100 |
| USA NE Province of the Society of Jesus | ||||||
| 39 E 83rd St | New York | NY | 10028 | NotForProfit | General | $200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $639,720 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900099 | BusinessCd |
| Unrelated Business Taxbl Incm | $894 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 3 | ExclusionCd |
| Exclusion | $0 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900099 | BusinessCd |
| Unrelated Business Taxbl Incm | $9,163 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 3 | ExclusionCd |
| Exclusion | $0 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Guaranteed Payments | Desc |
| Business | 900099 | BusinessCd |
| Unrelated Business Taxbl Incm | $2,049 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 3 | ExclusionCd |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $12,106 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $12,106 | 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 (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| Michael D Cooney,CPA Accounting / Tax Preparation | $3,200 |
| Wilda Alexander Professional | $500 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | TD Ameritrade | StockNm |
| EOY Book Value | $754,528 | EOYBookValueAmt |
| EOYFMV | $754,528 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Exchange Traded Funds (ETFs) | $235,814 | $235,814 |
| Third Rock | $94,154 | $94,154 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Filing Fees | Desc |
| Revenue And Expenses Per Books | $250 | RevenueAndExpensesPerBooksAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Unrealized Gain / Losses | Desc |
| Amt | -$389,936 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Short Positions Options | Desc |
| BOY Book Value | $206,306 | BOYBookValueAmt |
| EOY Book Value | $7,106 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TD Ameritrade Org Fee | CategoryTxt |
| Amt | $30 | Amt |
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