KAHN FAMILY CHARITABLE FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- KAHN FAMILY CHARITABLE FOUNDATION (EIN 20-3946440)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-04-30
- IRS object ID
- 201921209349100137
- Schema version
- 2018v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-04-30T14:57:17-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042442519 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EDELSTEIN AND COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 160 FEDERAL STREET 9TH FLOOR | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | 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 | 203946440 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KAHN FAMILY CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KAHN | BusinessNameControlTxt |
| Phone | 7812355415 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21 PEIRCE ROAD | AddressLine1Txt |
| City | WELLESLEY | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02481 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JORDAN A KAHN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 7812355415 | PhoneNum |
| Signature | 2019-04-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SCOTT KAPLOWITCH | PreparerPersonNm |
| PTIN | P00002440 | PTIN |
| Phone | 6172276161 | PhoneNum |
| Preparation | 2019-04-30 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 38.111.9.114 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-04-30 | IPDt |
| IP Tm | 08:30:51 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | BF7B59384A5F0335E7334C3E3948748C245A0205 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | C1284B650163F101757B7047818B4EE77766F5D2 | 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 | $1,158,076 | 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 | $247 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $247 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $27,627 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $27,627 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $26,344 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $149,169 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $26,344 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $3,456 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $3,107 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $57,674 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $57,325 | 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 | $5,982 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $5,982 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $635 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $436 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $35 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $35 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $6,652 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,418 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $35 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $123,700 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $123,450 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $130,352 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,418 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $123,485 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$72,678 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $50,907 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $32,397 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $47,174 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $47,174 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $663,578 | CorporateStockBOYAmt |
| Corporate Stock EOY | $515,723 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $515,723 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $661,250 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $595,179 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $595,179 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,357,225 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,158,076 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,158,076 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $1,357,225 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,158,076 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,357,225 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,158,076 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,357,225 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,158,076 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,357,225 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$72,678 | ExcessRevenueOverExpensesAmt |
| Other Increases | $6,127 | OtherIncreasesAmt |
| Subtotal | $1,290,674 | SubtotalAmt |
| Other Decreases | $132,598 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,158,076 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| SALE OF PUBLICLY TRADED SECURITIES | $149,169 | $123,455 | $25,714 | $25,714 |
| FROM THE BLACKSTONE GROUP, L.P. K-1 | $630 | $630 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $26,344 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $139,135 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,301,879 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.106872 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $165,805 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,268,513 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.130708 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $133,806 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,492,869 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.089630 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $173,350 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,673,822 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.103565 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $194,128 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,701,369 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.114101 | DistributionYr5Rt |
| Total Distribution | 0.544876 | TotalDistributionRt |
| Average Distribution | 0.108975 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,306,936 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $142,423 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $509 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $142,932 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $123,485 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,018 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,018 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,018 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $840 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $840 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $178 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JORDAN A KAHN TRUSTEE | IndividualWithBooksNm |
| Phone | 7812355414 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21 PEIRCE ROAD | AddressLine1Txt |
| City | WELLESLEY | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02481 | 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| JORDAN A KAHN | ||||||||
| 21 PEIRCE ROAD | WELLESLEY | MA | 02481 | TRUSTEE | 0.25 | $0 | $0 | $0 |
| SUSAN R KAHN | ||||||||
| 21 PEIRCE ROAD | WELLESLEY | MA | 02481 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| LAWRENCE M KAHN | ||||||||
| 33 BEECHWOOD TERRACE | WELLESLEY | MA | 02482 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| KRIS D KAHN | ||||||||
| 43 RUTLAND SQUARE UNIT 1 | BOSTON | MA | 02118 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| TORIANIO D WHITE | ||||||||
| 19 AUDOBON ROAD | MILTON | MA | 02186 | 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 |
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 | $1,300,667 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $26,172 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,326,839 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,326,839 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $19,903 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,306,936 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $65,347 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $65,347 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,018 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,018 | TotalTaxAmt |
| Distributable Before Adj | $64,329 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $64,329 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $64,329 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $123,485 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $123,485 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $123,485 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $64,329 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $113,983 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $92,101 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $60,027 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $105,289 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $74,880 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $446,280 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $123,485 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $64,329 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $59,156 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $505,436 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $113,983 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $391,453 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $92,101 | ExcessFromYear4Amt |
| Excess From Year3 | $60,027 | ExcessFromYear3Amt |
| Excess From Year2 | $105,289 | ExcessFromYear2Amt |
| Excess From Year1 | $74,880 | ExcessFromYear1Amt |
| Excess From Current Year | $59,156 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JORDAN A KAHN TRUSTEE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21 PEIRCE ROAD | AddressLine1Txt |
| City | WELLESLEY | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02481 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7812355415 | RecipientPhoneNum |
| Form And Info And Materials | LETTER FORMAT | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALZHEIMER'S ASSOCIATION OF MANH | |||||||
| 309 WAVERLEY OAKS ROAD | WALTHAM | MA | 02452 | N/A | PC | PROGRAM SUPPORT | $10,000 |
| BOSTON CELTICS SHAMROCK FOUNDATION | |||||||
| 226 CAUSEWAY STREET 4TH FLOOR | BOSTON | MA | 02114 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| BOSTON CHILDREN'S HOSPITAL LEAGUE | |||||||
| 401 PARK DRIVE SUITE 602 | BOSTON | MA | 02115 | N/A | PC | PROGRAM SUPPORT | $10,000 |
| CHABAD CENTER OF MILFORD | |||||||
| 34 CEDAR STREET | MILFORD | MA | 01757 | N/A | PC | PROGRAM SUPPORT | $10,000 |
| CRADLES TO CRAYONS | |||||||
| 155 NORTH BEACON STREET | BRIGHTON | MA | 02135 | N/A | PC | PROGRAM SUPPORT | $1,000 |
| GUIDING EYES FOR THE BLIND | |||||||
| 611 GRANITE SPRINGS ROAD | YORKTOWN HEIGHTS | NY | 10598 | N/A | PC | PROGRAM SUPPORT | $2,000 |
| ISRAEL TENNIS CENTERS FOUNDATION | |||||||
| 57 WEST 38TH ST STE 605 | NEW YORK | NY | 10018 | N/A | PC | PROGRAM SUPPORT | $3,000 |
| ROSIE'S PLACE | |||||||
| 889 HARRISON AVENUE | BOSTON | MA | 02118 | N/A | PC | PROGRAM SUPPORT | $1,000 |
| THE FRESHMAN FIFTEEN BOSTON | |||||||
| PO BOX 81126 | WELLESLEY HILLS | MA | 02481 | N/A | PC | PROGRAM SUPPORT | $1,500 |
| THE MEADOWBROOK SCHOOL | |||||||
| 10 FARM ROAD | WESTON | MA | 02493 | N/A | PC | PROGRAM SUPPORT | $50,000 |
| THE PROGERIA RESEARCH FOUNDATION | |||||||
| PO BOX 3453 | PEABODY | MA | 01961 | N/A | PC | PROGRAM SUPPORT | $1,500 |
| WELLESLEY FREE LIBRARY FOUNDATION INC | |||||||
| 530 WASHINGTON STREET | WELLESLEY | MA | 02482 | N/A | PC | PROGRAM SUPPORT | $250 |
| HIS PLACE MINISTRIES | |||||||
| 1824 S HARBOR CITY BLVD | MELBOURNE | FL | 32901 | N/A | PC | PROGRAM SUPPORT | $1,000 |
| COMBINED JEWISH PHILANTHROPIES | |||||||
| 126 HIGH STREET | BOSTON | MA | 02110 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| BRIGHAM AND WOMEN'S HOSPITAL WOMEN'S LUNG CANCER PROGRAM | |||||||
| 75 FRANCIS STREET | BOSTON | MA | 02115 | N/A | PC | PROGRAM SUPPORT | $10,000 |
| TNEB BALL CORP | |||||||
| 10 LONGS PEAK DRIVE | BROOMFIELD | CO | 80021 | N/A | PC | PROGRAM SUPPORT | $2,000 |
| AMERICAN CANCER SOCIETY HOPE LODGE | |||||||
| 132 W 32ND STREET | NEW YORK | NY | 10001 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| WELLESLEY FOOD PANTRY | |||||||
| 207 WASHINGTON STREET | WELLESLEY | MA | 02481 | N/A | PC | PROGRAM SUPPORT | $1,000 |
| CRISPUS ATTUCKS CHILDREN'S CENTER | |||||||
| 105 CRAWFORD STREET | DORCHESTER | MA | 02121 | N/A | PC | PROGRAM SUPPORT | $1,000 |
| BERKSHIRE HILLS MUSIC ACADEMY | |||||||
| 48 WOODBRIDGE STREET | SOUTH HADLEY | MA | 01075 | N/A | PC | PROGRAM SUPPORT | $1,000 |
| UNITED SERVICE ORGANIZATIONS (USO) | |||||||
| 427 COMMERCIAL ST | BOSTON | MA | 02109 | N/A | PC | PROGRAM SUPPORT | $200 |
| WELLESLEY FIREFIGHTERS RELIEF ASSOCIATION | |||||||
| 457 WORCESTER ST | WELLESLEY | MA | 02481 | N/A | PC | PROGRAM SUPPORT | $250 |
| PINE STREET INN | |||||||
| 444 HARRISON AVE | BOSTON | MA | 02118 | N/A | PC | PROGRAM SUPPORT | $1,000 |
| FRIENDS OF THE WELLESLEY COUNCIL ON AGING (NEW ERA FUND) | |||||||
| PO BOX 812422 | WELLESLEY | MA | 02482 | N/A | PC | PROGRAM SUPPORT | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $123,700 | 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 | $247 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $27,627 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $26,344 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | THE BLACKSTONE GROUP L.P. | Desc |
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $349 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,107 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $349 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $57,325 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $57,674 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCKS | StockNm |
| EOY Book Value | $515,723 | EOYBookValueAmt |
| EOYFMV | $515,723 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MUTUAL FUNDS | FMV | $519,700 | $519,700 |
| THE BLACKSTONE GROUP L.P. | FMV | $75,479 | $75,479 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS ON INVESTMENTS | Desc |
| Amt | $132,598 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | STATE FILING FEE | Desc |
| Revenue And Expenses Per Books | $35 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $35 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | THE BLACKSTONE GROUP L.P. | Desc |
| Revenue And Expenses Per Books | $3,456 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $3,107 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $3,456 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP DISTRIBUTIONS | Desc |
| Amt | $6,127 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $5,982 | Amt |
| Net Investment Income | $5,982 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $436 | $436 | $0 |
| FEDERAL EXCISE TAX | $199 | $0 | $0 |
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