BETA

DINOVI FAMILY FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
DINOVI FAMILY FOUNDATION (EIN 20-0011660)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-05-14
IRS object ID
201841349349104034
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 ReturnHeader

FieldValueIRS element (for citing)
Return2018-05-14T17:08:20-05:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1KPMG LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line160 South StreetAddressLine1Txt
CityBostonCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02111ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN200011660EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The DiNovi Family FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% ANTHONY J DINOVIInCareOfNm
Business Name ControlDINOBusinessNameControlTxt

US Address USAddress

FieldValueIRS element (for citing)
Address Line13 RAVINE ROADAddressLine1Txt
CityWELLESLEYCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02481ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonANTHONY J DINOVIPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone6172271050PhoneNum
Signature2018-05-12SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonPAUL S LOWRY PARTNERPreparerPersonNm
PTINP01070476PTIN
Phone6179881000PhoneNum
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$5,046,577FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$103,230DividendsRevAndExpnssAmt
Dividends Net Invst Incm$103,230DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$22,481NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,153GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$22,481CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$125,711TotalRevAndExpnssAmt
Total Net Invst Incm$125,711TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Taxes Rev And Expnss$45,586TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,086TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$500TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$1,235OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$1,235OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$46,821TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$2,321TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$500TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,190,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,190,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,236,821TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$2,321TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,190,500TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$1,111,110ExcessRevenueOverExpensesAmt
Net Investment Income$123,390NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$2,251,917SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$10,923SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$10,923SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$4,495,963CorporateStockBOYAmt
Corporate Stock EOY$4,880,885CorporateStockEOYAmt
Corporate Stock EOYFMV$4,880,885CorporateStockEOYFMVAmt
Other Assets BOY$148,238OtherAssetsBOYAmt
Other Assets EOY$154,769OtherAssetsEOYAmt
Other Assets EOYFMV$154,769OtherAssetsEOYFMVAmt
Total Assets BOY$6,896,118TotalAssetsBOYAmt
Total Assets EOY$5,046,577TotalAssetsEOYAmt
Total Assets EOYFMV$5,046,577TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$6,896,118UnrestrictedBOYAmt
Unrestricted EOY$5,046,577UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$6,896,118TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$5,046,577TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$6,896,118TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$5,046,577TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$6,896,118TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$1,111,110ExcessRevenueOverExpensesAmt
Subtotal$5,785,008SubtotalAmt
Other Decreases$738,431OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$5,046,577TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtCost Or Other BasisCostOrOtherBasisAmt
ST GAINS - POWERSHARESP$5,016$5,016$5,016
LT GAINS - POWERSHARESP$1,559$1,559$1,559
ST GAINS - FIDELITY-$3-$3$3
LT GAINS - FIDELITY$741$741$741
CAPITAL GAIN DIVIDENDSP$15,168
FieldValueIRS element (for citing)
Capital Gain Net Income$22,481CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$495,078AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$4,150,707NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.119276DistributionYr1Rt
Adjusted Qlfy Distri Yr2$659,670AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$4,088,040NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.161366DistributionYr2Rt
Adjusted Qlfy Distri Yr3$350,570AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$4,505,708NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.077806DistributionYr3Rt
Adjusted Qlfy Distri Yr4$1,076,600AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$5,179,490NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.207858DistributionYr4Rt
Adjusted Qlfy Distri Yr5$854,013AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,996,898NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.42767DistributionYr5Rt
Total Distribution0.993976TotalDistributionRt
Average Distribution0.198795AverageDistributionRt
Net Vl Noncharitable Assets$5,446,016NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$1,082,641AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$1,234NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$1,083,875AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$1,190,500QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$1,234InvestmentIncomeExciseTaxAmt
Subtotal$1,234SubtotalAmt
Tax Based On Investment Income$1,234TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$44,000EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$44,000TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Overpayment$42,766OverpaymentAmt
Applied To ES Tax$42,766AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T Filed0Form990TFiledInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateMAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1ANTHONY J DINOVIBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6172271050PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line13 RAVINE ROADAddressLine1Txt
CityWELLESLEYCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02481ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ANTHONY J DINOVI
3 RAVINE ROADWELLESLEYMA02481TRUSTEE0$0$0$0
DEANNA L DINOVI
3 RAVINE ROADWELLESLEYMA02481TRUSTEE0$0$0$0

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt
FieldValueIRS element (for citing)
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$4,827,635AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$701,315AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$5,528,950TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$5,528,950AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$82,934CashDeemedCharitableAmt
Net Vl Noncharitable Assets$5,446,016NetVlNoncharitableAssetsAmt
Minimum Investment Return$272,301MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$272,301MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,234TaxBasedOnInvestmentIncomeAmt
Total Tax$1,234TotalTaxAmt
Distributable Before Adj$271,067DistributableBeforeAdjAmt
Distributable Before Ded$271,067DistributableBeforeDedAmt
Distributable As Adjusted$271,067DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,190,500ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$1,190,500QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$1,234PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$1,189,266AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$271,067DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12015PriorYear1Yr
Prior Year22014PriorYear2Yr
Prior Year32013PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$808,642ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$820,095ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$127,928ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$467,290ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$330,639ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$2,554,594TotalExcessDistributionCyovAmt
Qualifying Distributions$1,190,500QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$271,067AppliedToCurrentYearAmt
Remaining Distri From Corpus$919,433RemainingDistriFromCorpusAmt
Total Corpus$3,474,027TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$808,642ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$2,665,385ExcessDistriCyovToNextYrAmt
Excess From Year4$820,095ExcessFromYear4Amt
Excess From Year3$127,928ExcessFromYear3Amt
Excess From Year2$467,290ExcessFromYear2Amt
Excess From Year1$330,639ExcessFromYear1Amt
Excess From Current Year$919,433ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerNAContributingManagerNm
Shareholder ManagerNAShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (31 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
Big Brothers Big Sisters of Massachusetts Bay
75 Federal StreetBostonMA02109NONEPCUNRESTRICTED$20,000
Year Up
85 Broad StreetNew YorkNY10004NONEPCUNRESTRICTED$2,000
CYSTIC FIBROSIS FOUNDATION
6931 ARLINGTON ROAD 2ND FLOORBETHESDAMD20814NONEPCUNRESTRICTED$5,000
Brigham and Women's Hospital
75 Francis StreetBostonMA02115NONEPCUNRESTRICTED$100,000
Noble & Greenough School
10 Campus DriveDedhamMA02026NONEPCUNRESTRICTED$295,000
HARVARD BUSINESS SCHOOL
SOLDIERS FIELDBOSTONMA02163NONEPCUNRESTRICTED$5,000
Squam Lakes Natural Science Center
23 Science Cetner RoadHoldernessNH03245NONEPCUNRESTRICTED$500
BOYS AND GIRLS CLUB OF BOSTON
50 CONGRESS STREETBOSTONMA02109NONEPCUNRESTRICTED$5,000SUITE 730
Steppingstone Foundation
One Appleton StreetBostonMA02116NONEPCUNRESTRICTED$15,000
Nativity School of Worcester
67 Lincoln StreetWorcesterMA01605NONEPCUNRESTRICTED$5,000
Harvard College Fund
Harvard CollegeCambridgeMA02138NONEPCUNRESTRICTED$251,000124 Mount Auburn Street
Regis High School
55 E 84th StNew YorkNY10028NONEPCUNRESTRICTED$30,000
Lakes Region Conservation Trust
156 Dane RoadCenter HarborNH03226NONEPCUNRESTRICTED$3,000
Boston Children's Hospital
333 Longwood AvenueBostonMA02115NONEPCUNRESTRICTED$100,0005th floor
St John the Evangelist Parish
1229 Vermont StreetLawrenceKS66044NONEPCUNRESTRICTED$10,000
SWIM ACROSS AMERICA
11600 N Community House ROADCHARLOTTENC28277NONEPCUNRESTRICTED$3,000SUITE 100
DANA FARBER CANCER INSTUTE
450 BROOKLINE AVENUEBOSTONMA02215NONEPCUNRESTRICTED$100,000BP418
TEACH FOR AMERICA BOSTON
60 CANAL STREETBOSTONMA02114NONEPCUNRESTRICTED$50,000
Bishops Charitable Assistance Fund
153 Ash StreetManchesterNH03104NONEPCUNRESTRICTED$2,500
CASTLE IN THE CLOUDS
PO BOX 687MOULTONBOROUGHNH03254NONEPCUNRESTRICTED$500
CITY YEAR
287 COLUMBUS AVEBOSTONMA02116NONEPCUNRESTRICTED$5,000
DEXTER SOUTHFIELD SCHOOL
20 NEWTON STREETBROOKLINEMA02445NONEPCUNRESTRICTED$140,000
GREENLIGHT FUND
200 CLAREDON ST 44TH FLOORBOSTONMA02116NONEPCUNRESTRICTED$10,000
Horizons for Homeless Children
1705 Columbus AveRoxburyMA02119NONEPCUNRESTRICTED$2,500
Inner City Scholarship Fund
1011 First Avenue Suite 1800New YorkNY10022NONEPCUNRESTRICTED$5,000
MARK BAVIS LEADERSHIP FOUNDATION
PO BOX 320129WEST ROXBURYMA02132NONEUNRESTRICTED$4,000
MOULTONBOROUGH CONSERVATION COMMISSION
6 HOLLAND STREETMOULTONBOROUGHNH03254NONEPCUNRESTRICTED$2,500
Nashoba Learning Group
10 Oak Park DriveBedfordMA01730NONEUNRESTRICTED$10,000
NY POLICE & FIRE WIDOW'S & CHILDREN'S BENEFIT FUND
156 W 56TH STREETNEW YORKNY10019NONEUNRESTRICTED$2,500SUITE 901
PAN MASS CHALLENGE
77 4TH AVENEEDHAMMA02494NONEPCUNRESTRICTED$5,000
SPAULDING REHABILIATION HOSPITAL
300 1ST AVECHARLESTOWNMA02129NONEPCUNRESTRICTED$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,190,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp
Int On Sav And Temp Cash InvstIntOnSavAndTempCashInvstGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$103,230ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment Incm Part VIIOtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$22,481ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$125,711ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$125,711TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryKPMG LLPCategoryTxt

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCOMMON STOCK (FIDELITY)StockNm
EOY Book Value$4,880,885EOYBookValueAmt
EOYFMV$4,880,885EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescDB POWER SHARESDesc
BOY Book Value$148,238BOYBookValueAmt
EOY Book Value$154,769EOYBookValueAmt
EOYFMV$154,769EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescCHANGE IN THE VALUE OF INVESTMENTSDesc
Amt$738,431Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
FIDELITY WIRE/TRANSACTION FEE$30$30
OTHER DEDUCTIONS K-1$1,205$1,205

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescCHANGE IN THE VALUE OF INVESTMENTSDesc
Amt$0Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
COMMONWEALTH OF MASSACHUSETTS$500$500
US TREASURY - 2016 ESTIMATE$44,000
FOREIGN TAX PAID$1,086$1,086

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