DMR FAMILY FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- DMR FAMILY FOUNDATION INC (EIN 20-0380136)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-09-12
- IRS object ID
- 201942559349100804
- 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
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Land Schedule2
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-09-12T16:02:32-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 043296226 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DICICCO GULMAN & COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 PRESIDENTIAL WAY SUITE 510 | AddressLine1Txt |
| City | WOBURN | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01801 | 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 | 200380136 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DMR FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Business Name Line2 | C/O SRH LLC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DMRF | BusinessNameControlTxt |
| Phone | 7814496650 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1215 CHESTNUT STREET | AddressLine1Txt |
| City | NEWTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02464 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID M ROSENBERG | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7814496650 | PhoneNum |
| Signature | 2019-08-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DARLENE JARVIS CPA | PreparerPersonNm |
| PTIN | P01403414 | PTIN |
| Phone | 7819375300 | PhoneNum |
| Preparation | 2019-08-24 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 38.140.58.42 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-08-24 | IPDt |
| IP Tm | 08:51:04 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 6A618E1DF15C008E6AE44DDCF76EA0A01EE453E5 | 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 | $5,744,173 | 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 | $125,111 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $11,984 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $11,984 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $125,167 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $125,167 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $152,361 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $152,361 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $43,804 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | -$323,817 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,005,040 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $40 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $90,806 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $289,552 | 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 |
| Legal Fees Rev And Expnss | $44,144 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $10,103 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,793 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,523 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $51,433 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $0 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $43,641 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $43,641 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $34,834 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $34,834 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $45,929 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $45,121 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $0 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $16,583 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $242,357 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $136,222 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $157,396 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $157,396 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $399,753 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $136,222 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $157,396 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$308,947 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $153,330 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $500,755 | CashBOYAmt |
| Cash EOY | $42,830 | CashEOYAmt |
| Cash EOYFMV | $42,830 | CashEOYFMVAmt |
| Other Nts And Loans Rcvbl | $1,136,377 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $946,604 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $1,136,377 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $1,136,377 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Bonds BOY | $428,206 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,857,019 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,905,833 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $1,603,514 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $34,834 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $1,620,315 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $1,568,680 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $1,568,680 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $43 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $10 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $10 | OtherInvestmentsEOYFMVAmt |
| Land BOY | $2,510,583 | LandBOYAmt |
| Land EOY | $0 | LandEOYAmt |
| Land EOYFMV | $0 | LandEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $90,443 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $90,443 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $6,006,506 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,695,359 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,744,173 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $6,006,506 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,695,359 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,006,506 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,695,359 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,006,506 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,695,359 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,006,506 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$308,947 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $5,697,559 | SubtotalAmt |
| Other Decreases | $2,200 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,695,359 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | FIDELITY-CGD | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2016-01-01 | AcquiredDt |
| Sold | 2018-12-31 | SoldDt |
| Gross Sales Price | $40 | GrossSalesPriceAmt |
| Gain Or Loss | $40 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $40 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $40 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $34,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $523,403 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.064960 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $9,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $507,611 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.017730 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $36,752 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $562,071 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.065387 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $152,850 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $619,416 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.246765 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $135,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $481,911 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.280135 | DistributionYr5Rt |
| Total Distribution | 0.674977 | TotalDistributionRt |
| Average Distribution | 0.134995 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,509,983 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $338,835 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,533 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $340,368 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $157,396 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,067 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,067 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,067 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $433 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $10,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $10,433 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $7,366 | OverpaymentAmt |
| Applied To ES Tax | $7,366 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEPHEN N WILCHINS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7812374400 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20 WILLIAM STREET SUITE 130 | 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 | Yes (1) | BusinessHoldingsInd |
| Excess Business Holdings | 0 | ExcessBusinessHoldingsInd |
| 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 |
|---|---|---|---|---|---|---|---|---|
| DAVID M ROSENBERG | ||||||||
| C/O SRH LLC 1215 CHESTNUT STREET | NEWTON | MA | 02464 | PRESIDENT AND DIRECTOR | 0.00 | $0 | $0 | $0 |
| DAVID M ROSENBERG | ||||||||
| C/O SRH LLC 1215 CHESTNUT STREET | NEWTON | MA | 02464 | TREASURER | 0.00 | $0 | $0 | $0 |
| STEPHEN N WILCHINS | ||||||||
| 20 WILLIAM STREET SUITE 130 | WELLESLEY | MA | 02481 | CLERK | 0.00 | $0 | $0 | $0 |
| BETH H ROSENBERG | ||||||||
| 505 TREMONT STREET 906 | BOSTON | MA | 02116 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| STEPHEN N WILCHINS | ||||||||
| 20 WILLIAM STREET SUITE 130 | WELLESLEY | MA | 02481 | DIRECTOR | 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 | $2,409,976 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $138,230 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,548,206 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,548,206 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $38,223 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,509,983 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $125,499 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $125,499 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,067 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,067 | TotalTaxAmt |
| Distributable Before Adj | $122,432 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $122,432 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $122,432 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $157,396 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $157,396 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $157,396 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $122,432 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $110,904 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $122,561 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $8,938 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $8,132 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $250,535 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $157,396 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $122,432 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $34,964 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $285,499 | 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 | $110,904 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $174,595 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $122,561 | ExcessFromYear4Amt |
| Excess From Year3 | $8,938 | ExcessFromYear3Amt |
| Excess From Year1 | $8,132 | ExcessFromYear1Amt |
| Excess From Current Year | $34,964 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DAVID M ROSENBERG | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| FRIENDS OF THE IDF | |||||||
| 154 WELLS AVENUE | NEWTON | MA | 02459 | N/A | PUBLIC CHARITY | MILITARY | $4,000 |
| MV YOUTH INC | |||||||
| PO BOX 65 | CHILMARK | MA | 02535 | N/A | PUBLIC CHARITY | YOUTH | $30,221 |
| BEAVER COUNTRY DAY SCHOOL | |||||||
| 791 HAMMOND STREET | CHESTNUT HILL | MA | 02467 | N/A | PUBLIC CHARITY | YOUTH | $44,200 |
| JOHN M BARRY BOYS & GIRLS CLUB OF NEWTON | |||||||
| 675 WATERTOWN STREET | NEWTON | MA | 02460 | N/A | PUBLIC CHARITY | YOUTH | $4,500 |
| CAMP BAUERCREST INC | |||||||
| 17 OLD COUNTY RD | AMESBURY | MA | 01913 | N/A | PUBLIC CHARITY | YOUTH | $1,000 |
| BATTLES IN THE BLUFF | |||||||
| 7 MOUNTAIN AVENUE | OAK BLUFFS | MA | 02557 | N/A | PUBLIC CHARITY | YOUTH | $300 |
| FARM CAMP | |||||||
| 14 AERO AVE | EDGARTOWN | MA | 02539 | N/A | PUBLIC CHARITY | YOUTH | $930 |
| FEATHERSTONE | |||||||
| 30 FEATHERSTONE LANE | OAK BLUFFS | MA | 02557 | N/A | PUBLIC CHARITY | ARTS | $700 |
| MV ADVENTURE | |||||||
| P O BOX 4215 | VINEYARD HAVEN | MA | 02568 | N/A | PUBLIC CHARITY | YOUTH | $5,120 |
| MV RHS BASKETBALL | |||||||
| 100 EDGARTOWN-VINEYARD HAVEN RD | OAK BLUFFS | MA | 02557 | N/A | PUBLIC CHARITY | YOUTH | $7,000 |
| SENSE OF WONDER | |||||||
| 23 GROVE AVE | VINEYARD HAVEN | MA | 02568 | N/A | PUBLIC CHARITY | YOUTH | $3,520 |
| YMCA | |||||||
| 111R EDGARTOWN-VINEYARD HAVEN RD | VINEYARD HAVEN | MA | 02568 | N/A | PUBLIC CHARITY | YOUTH | $7,280 |
| MARTHA VINEYARD HEBREW CENTER | |||||||
| 130 CENTER STREET | VINEYARD HAVEN | MA | 02568 | N/A | PUBLIC CHARITY | RELIGIOUS | $6,175 |
| OAK BLUFFS PARK DEPARTMENT | |||||||
| P O BOX 1327 | OAK BLUFFS | MA | 02557 | N/A | PUBLIC CHARITY | CIVIC | $150 |
| VINEYARD TRUST | |||||||
| 99 MAIN STREET | EDGARTOWN | MA | 02539 | N/A | PUBLIC CHARITY | CIVIC | $2,300 |
| CORNELL UNIVERSITY | |||||||
| 616 THURSTON AVE | ITHACA | NY | 14853 | N/A | PUBLIC CHARITY | EDUCATION | $40,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $157,396 | 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 | $11,984 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $125,167 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 531310 | BusinessCd |
| Unrelated Business Taxbl Incm | $43,804 | UnrelatedBusinessTaxblIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | -$323,817 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $43,804 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$186,666 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$142,862 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | DAVID M ROSENBERG | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1215 CHESTNUT STREET | AddressLine1Txt |
| City | NEWTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02464 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $9,736 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (4 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|
| BUILDING | 2017-12-31 | $348,164 | SL | 27.500000000000 | $12,661 | $12,661 |
| LAND | 2017-12-31 | $106,952 | L | $0 | $0 | |
| BUILDING | 2017-12-31 | $864,744 | SL | 39.000000000000 | $22,173 | $22,173 |
| LAND | 2017-12-31 | $283,654 | L | $0 | $0 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | 235 HIGHLAND AVENUE | AssetDesc |
| Acquired | 2009-08 | AcquiredDt |
| How Acquired | PURCHASED | HowAcquiredTxt |
| Sold | 2018-04 | SoldDt |
Purchaser Name PurchaserNameGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THEODORE W NOON III | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Price | $6,005,000 | GrossSalesPriceAmt |
| Basis | $6,128,229 | BasisAmt |
| Sales Expense | $200,628 | SalesExpenseAmt |
| Total Net | -$323,857 | TotalNetAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | INVESTMENT IN UBS 0788 | BondNm |
| EOY Book Value | $2,857,019 | EOYBookValueAmt |
| EOYFMV | $2,905,833 | EOYFMVAmt |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| BUILDING | $348,164 | $12,661 | $335,503 |
| LAND | $106,952 | $0 | $106,952 |
| BUILDING | $864,744 | $22,173 | $842,571 |
| LAND | $283,654 | $0 | $283,654 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | INVESMENT IN FREDERICK HEIGHTS INVESTORS, LLC | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $10 | BookValueAmt |
| EOYFMV | $10 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (3 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| LEGAL FEES | $34,041 | $0 | $0 |
| LEGAL AND PROFESSIONAL | $6,048 | $6,048 | $0 |
| LEGAL AND PROFESSIONAL | $4,055 | $4,055 | $0 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| NET 41 LEWIS ASSETS | $0 | $18,060 | $18,060 |
| NET 21 HUDSON ASSETS | $0 | $63,683 | $63,683 |
| DUE FROM THREE AMIGOS | $0 | $8,700 | $8,700 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| FEDERAL TAXES | $500 |
| INCOME ON TAX RETURN NOT ON BOOKS - TEMPORARY | $1,700 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $1,154 | $0 | $0 |
| BANK SERVICE CHARGES | $53 | $0 | $0 |
| ADVISORY FEES | $15,376 | $0 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MISC | $270 | $0 | $0 |
| MANAGEMENT FEES | $2,523 | $2,523 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (6 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MA FILING FEES | $19 | $19 | $0 |
| MA INCOME TAX | $500 | $500 | $0 |
| FOREIGN TAXES PAID - UBS | $461 | $461 | $0 |
| REAL ESTATE TAX | $26,685 | $26,685 | $0 |
| PROPERTY AND OTHER TAXES | $7,699 | $7,699 | $0 |
| PROPERTY AND OTHER TAXES | $8,277 | $8,277 | $0 |
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