DMR FAMILY FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- DMR FAMILY FOUNDATION INC (EIN 20-0380136)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-14
- IRS object ID
- 202533189349105418
- Schema version
- 2024v5.2
- 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
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Land Schedule2
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-14T18:49:41-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 331374517 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PKF O'CONNOR DAVIES ADVISORY LLC | 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 | 2024-01-01 | 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 | 2025-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TRANG NGUYEN CPA | PreparerPersonNm |
| PTIN | P01431753 | PTIN |
| Phone | 7819375300 | PhoneNum |
| Preparation | 2025-11-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,674,423 | 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 |
| Interest On Sav Rev And Expnss | $160,351 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $160,351 | InterestOnSavNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $40,962 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $40,962 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | -$34,844 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $49,168 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,220,228 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $49,168 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $250,481 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $250,481 | 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 |
| Accounting Fees Rev And Expnss | $5,525 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Interest Rev And Expnss | $1,287 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $1,287 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,851 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,781 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $56,096 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $21,857 | DeprecAndDpltnNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $41,880 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $15,929 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $108,639 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $42,854 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $258,953 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $258,953 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $367,592 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $42,854 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $258,953 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$117,111 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $207,627 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $28,124 | CashBOYAmt |
| Cash EOY | $51,835 | CashEOYAmt |
| Cash EOYFMV | $51,835 | CashEOYFMVAmt |
| Other Nts And Loans Rcvbl | $715,770 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $715,770 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $715,770 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $715,770 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Invst Land Cost Or Other Basis | $1,197,817 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $56,096 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments EOY | $1,141,721 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $1,141,721 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $4,141,246 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,867,072 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,762,597 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,500 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,500 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $4,885,140 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,778,898 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,674,423 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $62 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $62 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $10,807 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $4,885,140 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,768,029 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,885,140 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,778,836 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,885,140 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,778,898 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,885,140 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$117,111 | ExcessRevenueOverExpensesAmt |
| Other Increases | $10,807 | OtherIncreasesAmt |
| Subtotal | $4,778,836 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,778,836 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| FIDELITY | P | 2024-01-17 | 2024-12-09 | $1,493,037 | $1,530,165 | -$37,128 | -$37,128 |
| FIDELITY | P | 2021-09-29 | 2024-11-13 | $727,191 | $640,895 | $86,296 | $86,296 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $49,168 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,886 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,886 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,886 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,349 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $3,349 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $463 | OverpaymentAmt |
| Applied To ES Tax | $463 | 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 | 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 |
|---|---|---|---|---|---|---|---|---|
| DAVID M ROSENBERG | ||||||||
| C/O SRH LLC 1215 CHESTNUT STREET | NEWTON | MA | 02464 | PRESIDENT AND DIRECTOR | 0.70 | $0 | $0 | $0 |
| DAVID M ROSENBERG | ||||||||
| C/O SRH LLC 1215 CHESTNUT STREET | NEWTON | MA | 02464 | TREASURER | 0.30 | $0 | $0 | $0 |
| STEPHEN N WILCHINS | ||||||||
| 20 WILLIAM STREET SUITE 130 | WELLESLEY | MA | 02481 | CLERK | 0.00 | $0 | $0 | $0 |
| BETH H ROSENBERG | ||||||||
| 1166 WASHINGTON STREET UNIT 602 | BOSTON | MA | 02118 | 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 | $4,527,219 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $39,980 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $715,770 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,282,969 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,282,969 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $79,245 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,203,724 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $260,186 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $260,186 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,886 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,886 | TotalTaxAmt |
| Distributable Before Adj | $257,300 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $257,300 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $257,300 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $258,953 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $258,953 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $257,300 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $9,014 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $258,953 | QualifyingDistributionsAmt |
| Applied To Year1 | $9,014 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $249,939 | AppliedToCurrentYearAmt |
| 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 |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $7,361 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
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 (23 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CAMP BAUERCREST INC | |||||||
| 17 OLD COUNTY RD | AMESBURY | MA | 01913 | N/A | PUBLIC CHARITY | YOUTH | $10,000 |
| CAMP KENWOOD AND EVERGREEN | |||||||
| 114 EAGLE POND ROAD | WILMONT | NH | 03287 | N/A | PUBLIC CHARITY | YOUTH | $24,000 |
| CHABAD VINEYARD HAVEN | |||||||
| PO BOX 1086 83 CAUSEWAY ROAD | VINEYARD HAVEN | MA | 02658 | N/A | PUBLIC CHARITY | RELIGIOUS | $5,000 |
| CORNELL UNIVERSITY | |||||||
| 130 E SENECA STREET SUITE 400 | ITHACA | NY | 14850 | N/A | PUBLIC CHARITY | EDUCATIONAL | $50,000 |
| EDGARTOWN FIREMENS ASSOCIATION | |||||||
| 68 PEASE POINT WAY SOUTH PO BOX 737 | EDGARTOWN | MA | 02539 | N/A | PUBLIC CHARITY | FIREMENTS | $1,000 |
| FRIENDS OF THE IDF | |||||||
| PO BOX 4224 | NEW YORK | NY | 10163 | N/A | PUBLIC CHARITY | RELIGIOUS | $5,000 |
| ISLAND FOOD PANTRY | |||||||
| 137 VINEYARD AVE | OAK BLUFFS | MA | 02557 | N/A | PUBLIC CHARITY | FOOD | $5,000 |
| ISLAND HOUSING | |||||||
| 21 MECHANICS ST | VINEYARD HAVEN | MA | 02568 | N/A | PUBLIC CHARITY | HOUSING | $5,000 |
| KATAMA AIRFIELD TRUST | |||||||
| 12 MATTAKESETT WAY - PO BOX 3453 | EDGARTOWN | MA | 02539 | N/A | PUBLIC CHARITY | YOUTH | $2,500 |
| LAGOINHA MARTHA'S VINEYARD CHURCH | |||||||
| 14 CHURCH ST | VINEYARD HAVEN | MA | 02568 | N/A | PUBLIC CHARITY | RELIGIOUS | $5,000 |
| MARTHA VINEYARD HEBREW CENTER | |||||||
| 130 CENTER STREET | VINEYARD HAVEN | MA | 02568 | N/A | PUBLIC CHARITY | RELIGIOUS | $6,555 |
| MARTHA'S VINEYARD BOYS & GIRLS CLUB | |||||||
| PO BOX 654 | EDGARTOWN | MA | 02539 | N/A | PUBLIC CHARITY | YOUTH | $5,000 |
| MARTHAS VINEYARD FILM SOCIETY INC | |||||||
| PO BOX 4423 | VINEYARD HAVEN | MA | 02568 | N/A | PUBLIC CHARITY | EDUCATIONAL | $5,000 |
| MARTHAS VINEYARD GIRLS ICE HOCKEY BOOSTER | |||||||
| PO BOX 2243 | VINEYARD HAVEN | MA | 02568 | N/A | PUBLIC CHARITY | YOUTH | $5,000 |
| MARTHA'S VINEYARD HOSPITAL INC | |||||||
| PO BOX 1477 | OAK BLUFFS | MA | 02557 | N/A | PUBLIC CHARITY | MEDICAL | $5,000 |
| MV ISLAND AUTISM GROUP INC | |||||||
| PO BOX 2786 | EDGARTOWN | MA | 02539 | N/A | PUBLIC CHARITY | MEDICAL | $5,000 |
| MVYRADIO | |||||||
| PO BOX 1420 | WEST TISBURY | MA | 02575 | N/A | PUBLIC CHARITY | YOUTH | $5,000 |
| SADDLE ROCK | |||||||
| 115 GREENLEAF HILL | GREAT NECK | NY | 10023 | N/A | PUBLIC CHARITY | GERNERAL GIVING | $8,872 |
| ST JOHN'S PREP | |||||||
| 72 SPRING ST | DANVERS | MA | 01923 | N/A | PUBLIC CHARITY | EDUCATIONAL | $53,000 |
| SUPPORTIVE LIVING INC | |||||||
| 17 WARREN AVE | WOBURN | MA | 01801 | N/A | PUBLIC CHARITY | MEDICAL | $2,500 |
| UNIVERSITY OF NEW HAMPSHIRE | |||||||
| 105 MAIN ST | DURHAM | NH | 03824 | N/A | PUBLIC CHARITY | EDUCATIONAL | $20,026 |
| UNIVERSITY OF SOUTHERN CALIFORNIA | |||||||
| 3551 TROUSDALE PKWY | LOS ANGELES | CA | 90089 | N/A | PUBLIC CHARITY | EDUCATIONAL | $25,000 |
| VGC FOUNDATION | |||||||
| 100 CLUBHOUSE LANE | EDGARTOWN | MA | 02539 | N/A | PUBLIC CHARITY | YOUTH | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $258,953 | 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 | $160,351 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | -$34,844 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $49,168 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $174,675 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $174,675 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $5,525 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (3 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Computation MethodComputationMethodTxt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt | LifeLifeRt |
|---|---|---|---|---|---|---|
| LAND | 2024-06-21 | $328,810 | L | $0 | $0 | |
| BUILDING | 2024-06-21 | $809,975 | SL | $15,954 | $15,954 | 27.500000000000 |
| EQUIPMENT | 2024-06-21 | $59,032 | 200DB | $40,142 | $5,903 | 5.000000000000 |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| LAND | $328,810 | $0 | $328,810 |
| BUILDING | $809,975 | $15,954 | $794,021 |
| EQUIPMENT | $59,032 | $40,142 | $18,890 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| FIDELITY 3873 | FMV | $2,704,652 | $3,600,177 |
| INVESTMENTS | AT COST | $162,420 | $162,420 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECURITY DEPOSITS | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $2,500 | EOYBookValueAmt |
| EOYFMV | $2,500 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADVISORY FEES | $22,406 | $0 | $0 |
| ANNUAL REPORT FEES | $56 | $0 | $0 |
| INSURANCE | $3,489 | $0 | $0 |
| GENERAL & ADMINSTRATIVE EXPENSE | $4,169 | $4,169 | $0 |
| REPAIR & MAINTENANCE | $3,870 | $3,870 | $0 |
| UTILITIES | $2,788 | $2,788 | $0 |
| MANAGEMENT FEES | $2,048 | $2,048 | $0 |
| INSURANCE | $3,054 | $3,054 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PAID-IN OR CAPITAL SURPLUS | Desc |
| Amt | $10,807 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INTERCOMPANY | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $62 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MA INCOME TAX | $70 | $0 | $0 |
| TAXES | $3,781 | $3,781 | $0 |
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