FRADIN FAMILY FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- FRADIN FAMILY FOUNDATION (EIN 05-0481553)
- Tax period
- 2016-10-01 to 2017-09-30
- Filed
- 2017-11-21
- IRS object ID
- 201713259349100401
- Schema version
- 2016v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-21T10:08:03-05:00 | ReturnTs |
| Tax Period End | 2017-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 050391857 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROSENSTEIN HALPER & MASELLI LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 27 DRYDEN LANE | AddressLine1Txt |
| City | PROVIDENCE | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02904 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 050481553 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRADIN FAMILY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O ROSENSTEINHALPER & MASELLILLP | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FRAD | BusinessNameControlTxt |
| Phone | 4013316851 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 27 DRYDEN LANE | AddressLine1Txt |
| City | PROVIDENCE | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02904 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FRANK G HALPER | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 4013316851 | PhoneNum |
| Signature | 2017-11-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAY N ROSENSTEIN CPA | PreparerPersonNm |
| PTIN | P00083146 | PTIN |
| Phone | 4013316851 | PhoneNum |
| Preparation | 2017-11-16 | PreparationDt |
Filing Security Information FilingSecurityInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| At Submission Creation Device Id | F8173B5CEB77BED61591E90722F08264F60C7F86 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 1415FF5D11BD25A786B91B21BE506E8A886EA0FB | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $222,044 | 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 | $317,208 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,344 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,344 | InterestOnSavNetInvstIncmAmt |
| Total Rev And Expnss | $318,552 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,344 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $284 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $284 | AccountingFeesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $284 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $284 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $165,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $165,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $165,284 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $284 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $165,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $153,268 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,060 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $68,936 | CashBOYAmt |
| Cash EOY | $54,063 | CashEOYAmt |
| Cash EOYFMV | $54,063 | CashEOYFMVAmt |
| Corporate Stock EOY | $167,981 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $167,981 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $68,936 | TotalAssetsBOYAmt |
| Total Assets EOY | $222,044 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $222,044 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $68,936 | UnrestrictedBOYAmt |
| Unrestricted EOY | $222,044 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $68,936 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $222,044 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $68,936 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $222,044 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $68,936 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $153,268 | ExcessRevenueOverExpensesAmt |
| Subtotal | $222,204 | SubtotalAmt |
| Other Decreases | $160 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $222,044 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | 1000 SHS. BOSTON BEER INC | PropertyDesc |
| How Acquired | D | HowAcquiredCd |
| Acquired | 2017-03-28 | AcquiredDt |
| Sold | 2017-03-28 | SoldDt |
| Gross Sales Price | $149,227 | GrossSalesPriceAmt |
| Cost Or Other Basis | $149,227 | CostOrOtherBasisAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $25,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $63,076 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.396347 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $29,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $69,028 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.420119 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $82,500 | AdjustedQlfyDistriYr3Amt |
| Adjusted Qlfy Distri Yr4 | $16,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $50,703 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.315563 | DistributionYr4Rt |
| Net Vl Noncharitable Assets Yr5 | $27,022 | NetVlNoncharitableAssetsYr5Amt |
| Total Distribution | 1.132029 | TotalDistributionRt |
| Average Distribution | 0.377343 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $131,162 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $49,493 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $11 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $49,504 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $165,000 | 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 | $11 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $11 | SubtotalAmt |
| Tax Based On Investment Income | $11 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $11 | TaxDueAmt |
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 | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | RI | 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 | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | FRANK HALPER | IndividualWithBooksNm |
| Phone | 4013316851 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 27 DRYDEN LANE | AddressLine1Txt |
| City | PROVIDENCE | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02904 | 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 |
| 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| PAUL M FRADIN | ||||||||
| 355 BLACKSTONE BOULEVARD | PROVIDENCE | RI | 02906 | PRESIDENT | 0.50 | $0 | $0 | $0 |
| CHARLES S FRADIN | ||||||||
| 27 DRYDEN LANE C/O ROSENSTEIN | PROVIDENCE | RI | 02904 | SECRETARY | 0.50 | $0 | $0 | $0 |
| FRANK G HALPER | ||||||||
| 145 SUMMIT AVE | PROVIDENCE | RI | 02906 | TREASURER | 0.10 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $41,995 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $91,164 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $133,159 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $133,159 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,997 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $131,162 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $6,558 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $6,558 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $11 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $11 | TotalTaxAmt |
| Distributable Before Adj | $6,547 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $6,547 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $6,547 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $165,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $165,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $11 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $164,989 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $6,547 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $13,465 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $82,500 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $25,549 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $21,846 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $143,360 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $165,000 | QualifyingDistributionsAmt |
| Applied To Current Year | $6,547 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $158,453 | RemainingDistriFromCorpusAmt |
| Total Corpus | $301,813 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $301,813 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $13,465 | ExcessFromYear4Amt |
| Excess From Year3 | $82,500 | ExcessFromYear3Amt |
| Excess From Year2 | $25,549 | ExcessFromYear2Amt |
| Excess From Year1 | $21,846 | ExcessFromYear1Amt |
| Excess From Current Year | $158,453 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | CHARLES S FRADIN | ContributingManagerNm |
| Contributing Manager | PAUL FRADIN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Restrictions On Awards | THE FOUNDATION DOES NOT ACCEPT UNSOLICITED APPLICATIONS FOR FUNDS. DETERMINATION OF CONTRIBUTIONS IS MADE AT THE DISCRETION OF THE MANAGERS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | PROVIDENCE HEBREW DAY SCHOOL | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 ELMGROVE AVENUE | AddressLine1Txt |
| City | PROVIDENCE | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02906 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | PUBLIC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | GENERAL | GrantOrContributionPurposeTxt |
| Amt | $165,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $165,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,344 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,344 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,344 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| PAUL FRADIN | ||||||
| 1 | 355 BLACKSTONE BLVD | PROVIDENCE | RI | 02906 | $278,921 | Yes (X) |
| CHARLES S FRADIN | ||||||
| 2 | 118 HUNTINGTON AVENUE UNIT 1901 | BOSTON | MA | 02116 | $38,287 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 1000 SHS BOSTON BEER INC | $149,227 | 2017-03-28 |
| 1 | 6392 SHS MANULIFE FINANCIAL CORP | $129,694 | 2017-08-01 |
| 2 | 737 SHS. METLIFE INC | $38,287 | 2017-08-11 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREP FEE | CategoryTxt |
| Amt | $284 | Amt |
| Net Investment Income | $284 | NetInvestmentIncomeAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MANULIFE FINANCIAL CORP | $129,694 | $129,694 |
| METLIFE INC | $38,287 | $38,287 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS IN VALUE OF STOCK | Desc |
| Amt | $160 | Amt |
Comments