BETA

BARDEEN-GREYTAK FAMILY FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
BARDEEN-GREYTAK FAMILY FOUNDATION (EIN 04-3467040)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-04-04
IRS object ID
201810949349100421
Schema version
2017v2.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2018-04-04T16:48:20-05:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN061009205PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BLUM SHAPIRO & COMPANY PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line170 WELLS AVENUE SUITE 200AddressLine1Txt
CityNEWTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02459ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN043467040EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BARDEEN-GREYTAK FAMILY FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlBARDBusinessNameControlTxt
Phone6179054108PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line129 ACACIA AVENUEAddressLine1Txt
CityCHESTNUT HILLCityNm
State AbbreviationMAStateAbbreviationCd
ZIP024671302ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTHOMAS J GREYTAKPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone6179054108PhoneNum
Signature2018-04-04SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonALAN T HUBERMAN CPAPreparerPersonNm
PTINP00006185PTIN
Phone6176410040PhoneNum
Preparation2018-04-04PreparationDt
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$795,295FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$85,000ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$11,036DividendsRevAndExpnssAmt
Dividends Net Invst Incm$11,036DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$23,593NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$108,503GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$23,593CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$119,629TotalRevAndExpnssAmt
Total Net Invst Incm$34,629TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$2,200AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,100AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,100AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$172TaxesRevAndExpnssAmt
Taxes Net Invst Incm$172TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$125OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$90OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$35OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$2,497TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,362TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,135TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$40,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$40,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$42,497TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,362TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$41,135TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$77,132ExcessRevenueOverExpensesAmt
Net Investment Income$33,267NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$213CashBOYAmt
Cash EOY$7,888CashEOYAmt
Cash EOYFMV$7,888CashEOYFMVAmt
Sav And Temp Cash Invst BOY$102,689SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$139,822SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$139,822SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$467,868CorporateStockBOYAmt
Corporate Stock EOY$500,192CorporateStockEOYAmt
Corporate Stock EOYFMV$647,585CorporateStockEOYFMVAmt
Total Assets BOY$570,770TotalAssetsBOYAmt
Total Assets EOY$647,902TotalAssetsEOYAmt
Total Assets EOYFMV$795,295TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$570,770RetainedEarningBOYAmt
Retained Earning EOY$647,902RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$570,770TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$647,902TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$570,770TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$647,902TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$570,770TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$77,132ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$647,902SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$647,902TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
FIDELITY 500 INDEX2017-05-26$100,000$84,910$15,090$15,090
CAPITAL GAINS DIVIDENDS$8,503$8,503$8,503P
FieldValueIRS element (for citing)
Capital Gain Net Income$23,593CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$35,000AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$553,009NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.063290DistributionYr1Rt
Adjusted Qlfy Distri Yr2$24,000AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$467,334NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.051355DistributionYr2Rt
Adjusted Qlfy Distri Yr3$22,106AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$371,033NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.059580DistributionYr3Rt
Adjusted Qlfy Distri Yr4$15,471AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$288,403NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.053644DistributionYr4Rt
Adjusted Qlfy Distri Yr5$11,471AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$229,337NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.050018DistributionYr5Rt
Total Distribution0.277887TotalDistributionRt
Average Distribution0.055577AverageDistributionRt
Net Vl Noncharitable Assets$741,962NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$41,236AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$333NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$41,569AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$41,135QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$665InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$665SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$665TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$325EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$325TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Tax Due$340TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateMAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1THE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6179054108PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line129 ACACIA AVENUEAddressLine1Txt
CityCHESTNUT HILLCityNm
State AbbreviationMAStateAbbreviationCd
ZIP024671302ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
THOMAS J GREYTAK
29 ACACIA AVENUECHESTNUT HILLMA024671302PRES, TREAS & DIRECTOR1.00$0$0$0
ANDREW B GREYTAK
111 WACCAMAW AVENUECOLUMBIASC29205VICE PRESIDENT & DIRECTOR0.50$0$0$0
MATTHEW B GREYTAK
1212 RESTON AVENUEHERNDONVA20170CLERK & DIRECTOR0.50$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$592,388AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$160,873AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$753,261TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$753,261AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$11,299CashDeemedCharitableAmt
Net Vl Noncharitable Assets$741,962NetVlNoncharitableAssetsAmt
Minimum Investment Return$37,098MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$37,098MinimumInvestmentReturnAmt
Tax Based On Investment Income$665TaxBasedOnInvestmentIncomeAmt
Total Tax$665TotalTaxAmt
Distributable Before Adj$36,433DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$36,433DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$36,433DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$41,135ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$41,135QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$41,135AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$36,433DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$109ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$1,558ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$3,642ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$2,502ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$7,625ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$15,436TotalExcessDistributionCyovAmt
Qualifying Distributions$41,135QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$36,433AppliedToCurrentYearAmt
Remaining Distri From Corpus$4,702RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$20,138TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$109ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$20,029ExcessDistriCyovToNextYrAmt
Excess From Year4$1,558ExcessFromYear4Amt
Excess From Year3$3,642ExcessFromYear3Amt
Excess From Year2$2,502ExcessFromYear2Amt
Excess From Year1$7,625ExcessFromYear1Amt
Excess From Current Year$4,702ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerTHOMAS J GREYTAKContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMERICAN CIVIL LIBERTIES UNION FOUNDATION
125 BROAD STREETNEW YORKNY10004N/APUBLIC CHARITYTO FURTHER RECIPIENT'S TAX-EXEMPT PURPOSE$5,000
EARTHJUSTICE
426 17TH STREETOAKLANDCA94612N/APUBLIC CHARITYTO FURTHER RECIPIENT'S TAX-EXEMPT PURPOSE$12,500
MASSACHUSETTS GENERAL HOSPITAL CANCER CENTER
55 FRUIT STREETBOSTONMA02114N/APUBLIC CHARITYTO FURTHER RECIPIENT'S TAX-EXEMPT PURPOSE$5,000
PLANNED PARENTHOOD
123 WILLIAM STREETNEW YORKNY10038N/APUBLIC CHARITYTO FURTHER RECIPIENT'S TAX-EXEMPT PURPOSE$5,000
UNION OF CONCERNED SCIENTISTS
TWO BRATTLE SQUARECAMBRIDGEMA02138N/APUBLIC CHARITYTO FURTHER RECIPIENT'S TAX-EXEMPT PURPOSE$12,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$40,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$11,036ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$23,593ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$34,629ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$34,629TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1THOMAS J GREYTAKBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line129 ACACIA AVENUEAddressLine1Txt
CityCHESTNUT HILLCityNm
State AbbreviationMAStateAbbreviationCd
ZIP024671302ZIPCd
FieldValueIRS element (for citing)
Total Contributions$85,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING/TAX SERVICESCategoryTxt
Amt$2,200Amt
Net Investment Income$1,100NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,100DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (12 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
FIDELITY 500 INDEX$127,793$165,482
FIDELITY EXTD MARKET INDEX$119,371$137,618
FID SMALL CAP INDEX$112,388$140,349
FIDELITY OVERSEAS$101,171$108,930
ACCENTURE PLC CLS A$4,691$12,247
AUTOMATIC DATA PROCESSING$4,703$12,891
CANADIAN NATL RY CO$5,268$13,200
CHURCH & DWIGHT$5,106$9,131
COLGATE-PALMOLIVE$6,429$11,317
COMCAST CORP$5,293$10,894
ROSS STORES$3,515$14,124
VISA$4,464$11,402

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK CHARGES$90$90$0
MA FORM PC FILING FEES$35$0$35

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXES WITHHELDCategoryTxt
Amt$172Amt
Net Investment Income$172NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.