KAHN FAMILY CHARITABLE FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- KAHN FAMILY CHARITABLE FOUNDATION (EIN 20-3946440)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-15
- IRS object ID
- 201701359349101990
- 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
- Accounting Fees Schedule
- Expenditure Responsibility Stmt
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-15T12:09:55-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042442519 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EDELSTEIN AND COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 160 FEDERAL STREET 9TH FLOOR | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 203946440 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KAHN FAMILY CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KAHN | BusinessNameControlTxt |
| Phone | 7812355415 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21 PEIRCE ROAD | AddressLine1Txt |
| City | WELLESLEY | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02481 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JORDAN A KAHN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 7812355415 | PhoneNum |
| Signature | 2017-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SCOTT KAPLOWITCH | PreparerPersonNm |
| PTIN | P00002440 | PTIN |
| Phone | 6172276161 | PhoneNum |
| Preparation | 2017-05-15 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 38.111.9.114 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-05-15 | IPDt |
| IP Tm | 12:04:03 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 1E51DEB8025EDE220F0D57DC940EF88C4F838B22 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 0D76887A21FF303987ADF0E4D0B068FF6EB2BB99 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,312,453 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $73 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $73 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $32,373 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $32,373 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $117,906 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $269,324 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $117,906 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,205 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,850 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $152,557 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $152,202 | 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 | $3,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $4,876 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $4,876 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $355 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $355 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $35 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $35 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $8,266 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,731 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,535 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $165,725 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $165,725 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $173,991 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,731 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $167,260 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$21,434 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $145,471 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $38,079 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $170,777 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $170,777 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $716,656 | CorporateStockBOYAmt |
| Corporate Stock EOY | $569,193 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $569,193 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $535,871 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $572,483 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $572,483 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,290,606 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,312,453 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,312,453 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $1,290,606 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,312,453 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,290,606 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,312,453 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,290,606 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,312,453 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,290,606 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$21,434 | ExcessRevenueOverExpensesAmt |
| Other Increases | $43,281 | OtherIncreasesAmt |
| Subtotal | $1,312,453 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,312,453 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| SALE OF PUBLICLY TRADED SECURITIES | $269,324 | $152,298 | $117,026 | $117,026 |
| FROM THE BLACKSTONE GROUP, L.P. K-1 | $880 | $880 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $117,906 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $133,806 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,492,869 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.089630 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $173,350 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,673,822 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.103565 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $194,128 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,701,369 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.114101 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $200,214 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,626,431 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.123100 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $347,045 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,861,001 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.186483 | DistributionYr5Rt |
| Total Distribution | 0.616879 | TotalDistributionRt |
| Average Distribution | 0.123376 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,268,513 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $156,504 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,455 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $157,959 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $167,260 | 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 | $1,455 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,455 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,455 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $864 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $864 | TotalPaymentsAndCreditsAmt |
| Tax Due | $591 | TaxDueAmt |
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 |
| Individual With Books | JORDAN A KAHN TRUSTEE | IndividualWithBooksNm |
| Phone | 7812355414 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21 PEIRCE ROAD | 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 | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
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 |
|---|---|---|---|---|---|---|---|---|
| JORDAN A KAHN | ||||||||
| 21 PEIRCE ROAD | WELLESLEY | MA | 02481 | TRUSTEE | 0.25 | $0 | $0 | $0 |
| SUSAN R KAHN | ||||||||
| 21 PEIRCE ROAD | WELLESLEY | MA | 02481 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| LAWRENCE M KAHN | ||||||||
| 33 BEECHWOOD TERRACE | WELLESLEY | MA | 02482 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| KRIS D KAHN | ||||||||
| 43 RUTLAND SQUARE UNIT 1 | BOSTON | MA | 02118 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| TORIANIO D WHITE | ||||||||
| 19 AUDOBON ROAD | MILTON | MA | 02186 | TRUSTEE | 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 | $1,265,993 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $21,837 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,287,830 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,287,830 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $19,317 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,268,513 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $63,426 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $63,426 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,455 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,455 | TotalTaxAmt |
| Distributable Before Adj | $61,971 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $61,971 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $61,971 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $167,260 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $167,260 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,455 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $165,805 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $61,971 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $256,291 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $120,687 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $113,983 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $92,101 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $60,027 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $643,089 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $167,260 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $61,971 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $105,289 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $748,378 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $256,291 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $492,087 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $120,687 | ExcessFromYear4Amt |
| Excess From Year3 | $113,983 | ExcessFromYear3Amt |
| Excess From Year2 | $92,101 | ExcessFromYear2Amt |
| Excess From Year1 | $60,027 | ExcessFromYear1Amt |
| Excess From Current Year | $105,289 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JORDAN A KAHN TRUSTEE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21 PEIRCE ROAD | AddressLine1Txt |
| City | WELLESLEY | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02481 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7812355415 | RecipientPhoneNum |
| Form And Info And Materials | LETTER FORMAT | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (25 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ANTI-DEFAMATION LEAGUE | |||||||
| 40 COURT STREET 12 | BOSTON | MA | 02108 | N/A | PC | PROGRAM SUPPORT | $15,000 |
| BOSTON CELTICS SHAMROCK FOUNDATION | |||||||
| 226 CAUSEWAY STREET 4TH FLOOR | BOSTON | MA | 02114 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| BOSTON CHILDREN'S HOSPITAL LEAGUE | |||||||
| 401 PARK DRIVE SUITE 602 | BOSTON | MA | 02115 | N/A | PC | PROGRAM SUPPORT | $10,000 |
| BOYS & GIRLS CLUB OF BOSTON | |||||||
| 50 CONGRESS ST STE 730 | BOSTON | MA | 02109 | N/A | PC | PROGRAM SUPPORT | $25,000 |
| CHABAD CENTER OF MILFORD | |||||||
| 34 CEDAR STREET | MILFORD | MA | 01757 | N/A | PC | PROGRAM SUPPORT | $10,000 |
| COMBINED JEWISH PHILANTHROPIES | |||||||
| 126 HIGH STREET | BOSTON | MA | 02110 | N/A | PC | PROGRAM SUPPORT | $35,000 |
| ISRAEL TENNIS CENTERS FOUNDATION | |||||||
| 1 PATRIOT PLACE | FOXBOROUGH | MA | 02035 | N/A | PC | PROGRAM SUPPORT | $1,000 |
| THE MEADOWBROOK SCHOOL | |||||||
| 10 FARM ROAD | WESTON | MA | 02493 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| PINE STREET INN | |||||||
| 444 HARRISON AVENUE | BOSTON | MA | 02118 | N/A | PC | PROGRAM SUPPORT | $1,000 |
| ROSIE'S PLACE | |||||||
| 889 HARRISON AVENUE | BOSTON | MA | 02118 | N/A | PC | PROGRAM SUPPORT | $1,000 |
| TEMPLE BETH ELOHIM | |||||||
| 10 BETHEL ROAD | WELLESLEY | MA | 02481 | N/A | PC | PROGRAM SUPPORT | $1,000 |
| THE FRESHMAN FIFTEEN | |||||||
| 302 WEST 12TH STREET 15F | NEW YORK | NY | 10014 | N/A | PC | PROGRAM SUPPORT | $1,300 |
| WELLESLEY FOOD PANTRY | |||||||
| 207 WASHINGTON STREET | WELLESLEY | MA | 02481 | N/A | PC | PROGRAM SUPPORT | $1,000 |
| WELLESLEY FREE LIBRARY | |||||||
| 530 WASHINGTON STREET | WELLESLEY | MA | 02482 | N/A | PC | PROGRAM SUPPORT | $250 |
| WELLSPRING INC | |||||||
| 812 NANTASKET AVE | HULL | MA | 02045 | N/A | PC | PROGRAM SUPPORT | $1,000 |
| BOCA RATON REGIONAL HOSPITAL FOUNDATION | |||||||
| 800 MEADOWS ROAD | BOCA RATON | FL | 33431 | N/A | PC | PROGRAM SUPPORT | $25,000 |
| BOCA RATON MUSEUM OF ART | |||||||
| 501 PLAZA REAL | BOCA RATON | FL | 33432 | N/A | PC | PROGRAM SUPPORT | $500 |
| THE PROGERIA RESEARCH FOUNDATION | |||||||
| 200 LAKE STREET 102 | PEABODY | MA | 01960 | N/A | PC | PROGRAM SUPPORT | $2,000 |
| THEATRE WORKSHOP OF NANTUCKET | |||||||
| 62 CENTRE STREET | NANTUCKET | MA | 02554 | N/A | PC | PROGRAM SUPPORT | $5,000 |
| PAN - MASS CHALLENGE | |||||||
| 77 4TH AVENUE | NEEDHAM | MA | 02494 | N/A | PC | PROGRAM SUPPORT | $2,500 |
| NEW ENGLAND VETS LIBERTY HOUSE | |||||||
| 599 CANAL STREET 6 EAST STE 17 | LAWRENCE | MA | 01841 | N/A | PC | PROGRAM SUPPORT | $25 |
| BRIGHAM AND WOMEN'S HOSPITAL | |||||||
| 75 FRANCIS STREET | BOSTON | MA | 02115 | N/A | PC | PROGRAM SUPPORT | $10,000 |
| BROOKLYN TECH ALUMNI FOUNDATION | |||||||
| 29 FORT GREENE PLACE | BROOKLYN | NY | 11217 | N/A | PC | PROGRAM SUPPORT | $6,000 |
| DANA FARBER CANCER INSTITUTE | |||||||
| 450 BROOKLINE AVENUE | BOSTON | MA | 02215 | N/A | PC | PROGRAM SUPPORT | $2,000 |
| GREATER BOSTON FOOD BANK | |||||||
| 70 S BAY AVENUE | BOSTON | MA | 02118 | N/A | PC | PROGRAM SUPPORT | $150 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $165,725 | 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 | $73 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $32,373 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $117,906 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | THE BLACKSTONE GROUP L.P. | Desc |
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $355 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,850 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $355 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $152,202 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $152,557 | 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 | TAX PREPARATION | CategoryTxt |
| Amt | $3,000 | Amt |
| Net Investment Income | $1,500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,500 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEANDRO P RIZZUTO FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1285 AVENUE OF THE AMERICAS | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10019 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2015-12-18 | GrantDt |
| Grant | $100,000 | GrantAmt |
| Purpose Of Grant | TO SUPPORT ALS RESEARCH, EDUCATION & PREVENTION | PurposeOfGrantTxt |
| Expended By Grantee | $100,000 | ExpendedByGranteeAmt |
| Any Diversion By Grantee | TO THE KNOWLEDGE OF THE GRANTOR, NO FUNDS HAVE BEEN DIVERTED | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | FEBRUARY 22,2016 | DatesOfReportsByGranteeTxt |
| Results Of Verification | THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE. | ResultsOfVerificationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCKS | StockNm |
| EOY Book Value | $569,193 | EOYBookValueAmt |
| EOYFMV | $569,193 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MUTUAL FUNDS | FMV | $504,043 | $504,043 |
| THE BLACKSTONE GROUP L.P | FMV | $68,440 | $68,440 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | STATE FILING FEE | Desc |
| Revenue And Expenses Per Books | $35 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $35 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | THE BLACKSTONE GROUP L.P. | Desc |
| Revenue And Expenses Per Books | $2,205 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,850 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,205 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAIN ON INVESTMENTS | $38,361 |
| PARTNERSHIP DISTRIBUTIONS | $4,204 |
| 2015 FEDERAL EXCISE TAX REFUND | $716 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $4,876 | Amt |
| Net Investment Income | $4,876 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $355 | Amt |
| Net Investment Income | $355 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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