FALB FAMILY CHARITABLE TR: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- FALB FAMILY CHARITABLE TR (EIN 04-6931498)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-15
- IRS object ID
- 201823199349101047
- Schema version
- 2017v2.3
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-15T09:23:29-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BDO USA LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE INTERNATIONAL PLACE | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 046931498 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FALB FAMILY CHARITABLE TRUST | BusinessNameLine1Txt |
| Business Name Line2 | C/O DANE FALB STONE & CO | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % PETER FALB | InCareOfNm |
| Business Name Control | FALB | BusinessNameControlTxt |
| Phone | 6177420666 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 245 Brattle Street | AddressLine1Txt |
| City | Cambridge | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02138 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PETER FALB | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 6177420666 | PhoneNum |
| Signature | 2018-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Brian Vigneault | PreparerPersonNm |
| PTIN | P00540650 | PTIN |
| Phone | 6174220700 | PhoneNum |
| Preparation | 2018-11-15 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 65.90.149.225 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 04123920183195000014 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2018-11-15 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | D384F3A97478CAFE7351B7A27110BB357D113664 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | D384F3A97478CAFE7351B7A27110BB357D113664 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $198,454 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $9,115 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $9,115 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$10,119 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $13,868 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $6,736 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $5,732 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $9,115 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $1,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,000 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $200 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $200 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $15,561 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $35 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $16,761 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,235 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $15,337 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $15,337 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $32,098 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $16,572 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$26,366 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $9,115 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $6,684 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,435 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,435 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $413,156 | CorporateStockBOYAmt |
| Corporate Stock EOY | $236,645 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $195,019 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $419,840 | TotalAssetsBOYAmt |
| Total Assets EOY | $240,080 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $198,454 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $419,840 | UnrestrictedBOYAmt |
| Unrestricted EOY | $240,080 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $419,840 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $240,080 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $419,840 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $240,080 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $419,840 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$26,366 | ExcessRevenueOverExpensesAmt |
| Subtotal | $393,474 | SubtotalAmt |
| Other Decreases | $153,394 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $240,080 | TotNetAstOrFundBalancesEOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cap Gains Loss Tx Invst Incm Detail | CapGainsLossTxInvstIncmDetail |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $14,548 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $358,647 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.040564 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $9,885 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $313,898 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.031491 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $27,210 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $386,551 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.070392 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $12,884 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $327,597 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.039329 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,713 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $357,402 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.004793 | DistributionYr5Rt |
| Total Distribution | 0.186569 | TotalDistributionRt |
| Average Distribution | 0.037314 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $199,047 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $7,427 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $91 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $7,518 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $16,572 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $91 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $91 | SubtotalAmt |
| Tax Based On Investment Income | $91 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $190 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $190 | TotalPaymentsAndCreditsAmt |
| Overpayment | $99 | OverpaymentAmt |
| Applied To ES Tax | $99 | 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 |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | false | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PETER FALB | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6177420666 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 CONGRESS STREET SUITE 1000 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02109 | 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 |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
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 |
|---|---|---|---|---|---|---|---|---|
| PETER L FALB | ||||||||
| 245 BRATTLE STREET | CAMBRIDGE | MA | 02138 | TRUSTEE | 0 | $0 | $0 | $0 |
| KAREN F FALB | ||||||||
| 245 BRATTLE STREET | CAMBRIDGE | MA | 02138 | TRUSTEE | 0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $197,133 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,945 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $202,078 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $202,078 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,031 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $199,047 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $9,952 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $9,952 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $91 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $91 | TotalTaxAmt |
| Distributable Before Adj | $9,861 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $9,861 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $9,861 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $16,572 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $16,572 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $91 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $16,481 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $9,861 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $17,270 | UndistributedIncomePYAmt |
| Prior Year1 | 2015 | PriorYear1Yr |
| Prior Year2 | 2014 | PriorYear2Yr |
| Prior Year3 | 2013 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $16,572 | QualifyingDistributionsAmt |
| Applied To Year1 | $16,572 | AppliedToYear1Amt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $698 | Taxable2Amt |
| Undistributed Income CY | $9,861 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | PETER L FALB | ContributingManagerNm |
| Contributing Manager | KAREN F FALB | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Isabella Stewart Gardner Museum | |||||||
| 25 Evans Way | Boston | MA | 02115 | none | PC | unrestricted | $2,000 |
| Vineyard House Inc | |||||||
| 56 Short Hill Rd | Vineyard | MA | 02568 | none | PC | unrestricted | $250 |
| NMH School | |||||||
| 1 Lamplighter Way | Gill | MA | 01354 | none | PC | unrestricted | $637 |
| Friends of Mount Auburn Cemetary | |||||||
| 580 Mt Auburn St | Cambridge | MA | 02138 | none | PC | unrestricted | $1,000 |
| Mount Auburn Hosiptal | |||||||
| 330 Mt Auburn St | Cambridge | MA | 02138 | none | PC | unrestricted | $3,000 |
| Messing Rudavsky & Weliky | |||||||
| 50 Congress St Suite 1000 | Boston | MA | 02109 | none | PC | unrestricted | $3,700 |
| The Yard | |||||||
| 36 FIRST AVENUE | Boston | MA | 02129 | none | PC | unrestricted | $250 |
| Pan-Mass Challenge | |||||||
| 77 4th Ave | Needham | MA | 02494 | none | PC | unrestricted | $50 |
| Vineyard Conservation Society | |||||||
| Lamberts Cove Rd | Vineyard Haven | MA | 02568 | none | PC | unrestricted | $750 |
| MIT LIDS | |||||||
| 77 Massachusetts Ave | Cambridge | MA | 02139 | NONE | PC | UNRESTRICTED | $2,000 |
| PUBLIC LIBRARY OF BROOKLINE | |||||||
| 361 Washington St | Brookline | MA | 02445 | NONE | PC | UNRESTRICTED | $500 |
| CAMBRIDGE HISTORICAL SOCIETY | |||||||
| 159 Brattle ST | Cambridge | MA | 02138 | none | PC | unrestricted | $200 |
| American Mathematical Society | |||||||
| 201 Charles St | providence | RI | 02904 | none | PC | unrestricted | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $15,337 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9,115 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523999 | BusinessCd |
| Unrelated Business Taxbl Incm | $7,015 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 41 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$10,398 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $7,015 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$1,283 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,732 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,000 | Amt |
| Disbursements Charitable Prps | $1,000 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (4 entries)
| AssetAssetDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|
| MERRILL LYNCH- ACCOUNT 82C-26255 | 2001-02 | 2017-09 | $8,823 | $5,845 | $2,978 |
| MARCUS FUND K-1 | $5,042 | $5,042 | |||
| VANGUARD NATURAL RESOURCES | 2017-08 | $3 | $17,273 | -$17,270 | |
| VANGUARD NATURAL RESOURCES | $869 | -$869 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MERRILL LYNCH INVESTMENT | $179,353 | $137,727 |
| MARCUS FUND INVESTMENT | $57,292 | $57,292 |
| LTCQ INVESTMENT | $0 | $0 |
| VANGUARD INVESTMENT | $0 | $0 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUST FOR ACTUAL COST OF INVESTMENTS | Desc |
| Amt | $153,394 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| MA FILING FEES | $35 | $35 |
| OTHER INCOME(LOSS)-MARCUS FUND | $3,261 | |
| OTHER INCOME(LOSS)- VANGUARD | $12,265 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other income- vanguard | Desc |
| Revenue And Expenses Per Books | $6,736 | RevenueAndExpensesPerBooksAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES | CategoryTxt |
| Amt | $200 | Amt |
| Disbursements Charitable Prps | $200 | DisbursementsCharitablePrpsAmt |
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