REMONDI FAMILY FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- REMONDI FAMILY FOUNDATION (EIN 20-8037556)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-15
- IRS object ID
- 201623209349103032
- Schema version
- 2015v2.1
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Notes Loans Rcvbl Long Sch
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-15T14:45:53-06:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Hollow Ln Ste 212 | AddressLine1Txt |
| City | Lake Success | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 208037556 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Remondi Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % John J Remondi | InCareOfNm |
| Business Name Control | REMO | BusinessNameControlTxt |
| Phone | 6175636749 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | JOHN REMONDI 300 BOYLSTON ST 507 | AddressLine1Txt |
| City | Boston | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021163956 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN J REMONDI | PersonNm |
| Person Title | president | PersonTitleTxt |
| Phone | 6175428663 | PhoneNum |
| Signature | 2016-10-31 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | 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 | $19,986,383 | 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 | $3,744,944 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $33 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $33 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $204,818 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $204,818 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,703,831 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,899,574 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,939,336 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $442,826 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $435,185 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $6,096,452 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,579,372 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $42,163 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $42,163 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $49,100 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $168 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $50,808 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $97 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $46,946 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $142,071 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $42,428 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $46,946 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,560,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,560,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,702,071 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $42,428 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,606,946 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,394,381 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,536,944 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $777,722 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $377,216 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $377,216 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $5,700,000 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl BOY | $5,779,992 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $5,700,000 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $5,700,000 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $8,194,957 | CorporateStockBOYAmt |
| Corporate Stock EOY | $12,066,434 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $13,907,465 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $36,683 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $40,085 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,702 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $14,789,354 | TotalAssetsBOYAmt |
| Total Assets EOY | $18,183,735 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $19,986,383 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $14,789,354 | RetainedEarningBOYAmt |
| Retained Earning EOY | $18,183,735 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $14,789,354 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $18,183,735 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $14,789,354 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $18,183,735 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $14,789,354 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,394,381 | ExcessRevenueOverExpensesAmt |
| Subtotal | $18,183,735 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $18,183,735 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $6,899,574 | GrossSalesPriceAmt |
| Cost Or Other Basis | $4,960,238 | CostOrOtherBasisAmt |
| Gain Or Loss | $1,939,336 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $1,939,336 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,939,336 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $593,775 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $16,787,157 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.035371 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $955,246 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $14,773,730 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.064658 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $409,162 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $10,819,406 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.037817 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $189,302 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $7,913,035 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.023923 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $138,031 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,859,403 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.035765 | DistributionYr5Rt |
| Total Distribution | 0.197534 | TotalDistributionRt |
| Average Distribution | 0.039507 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $19,285,132 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $761,898 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $25,369 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $787,267 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,606,946 | 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 | $25,369 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $25,369 | SubtotalAmt |
| Tax Based On Investment Income | $25,369 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $31,731 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $20,243 | AppliedToEsTaxAmt |
| Total Payments And Credits | $51,974 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $26,605 | OverpaymentAmt |
| Applied To ES Tax | $26,605 | AppliedToESTaxAmt |
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 | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | John J Remondi | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6175428663 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 Boylston Street Unit 507 | AddressLine1Txt |
| City | Boston | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021163956 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| 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 (6 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 |
|---|---|---|---|---|---|---|---|---|
| Diane Defalco | ||||||||
| JOHN REMONDI 300 BOYLSTON ST 507 | Boston | MA | 021163956 | Trustee | 1.0 | $0 | $0 | $0 |
| Christopher C Remondi | ||||||||
| JOHN REMONDI 300 BOYLSTON ST 507 | Boston | MA | 021163956 | Trustee | 1.0 | $0 | $0 | $0 |
| Dorothy A Remondi | ||||||||
| JOHN REMONDI 300 BOYLSTON ST 507 | Boston | MA | 021163956 | Trustee | 1.0 | $0 | $0 | $0 |
| John J Remondi | ||||||||
| JOHN REMONDI 300 BOYLSTON ST 507 | Boston | MA | 021163956 | Pres / Trustee | 1.0 | $0 | $0 | $0 |
| John F Remondi | ||||||||
| JOHN REMONDI 300 BOYLSTON ST 507 | Boston | MA | 021163956 | Trustee | 1.0 | $0 | $0 | $0 |
| Stephen A Remondi | ||||||||
| JOHN REMONDI 300 BOYLSTON ST 507 | Boston | MA | 021163956 | Trustee | 1.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $12,399,734 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,405,663 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $5,773,417 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $19,578,814 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $19,578,814 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $293,682 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $19,285,132 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $964,257 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $964,257 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $25,369 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $25,369 | TotalTaxAmt |
| Distributable Before Adj | $938,888 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $938,888 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $938,888 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,606,946 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $2,606,946 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $25,369 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,581,577 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $938,888 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $479,000 | UndistributedIncomePYAmt |
| Prior Year1 | 2013 | PriorYear1Yr |
| Prior Year2 | 2012 | PriorYear2Yr |
| Prior Year3 | 2011 | PriorYear3Yr |
| Qualifying Distributions | $2,606,946 | QualifyingDistributionsAmt |
| Applied To Year1 | $479,000 | AppliedToYear1Amt |
| Applied To Current Year | $938,888 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,189,058 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,189,058 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $1,189,058 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $1,189,058 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Dorothy A Remondi | ContributingManagerNm |
| Contributing Manager | John J Remondi | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ADOPT-A-STUDENT FOUNDATION | |||||||
| 200 SEAPORT BLVD MAIL ZONE ZIN | BOSTON | MA | 02210 | N/A | PC | General & Unrestricted | $2,500 |
| ADOPT-A-STUDENT FOUNDATION | |||||||
| 200 SEAPORT BLVD MAIL ZONE ZIN | BOSTON | MA | 02210 | N/A | PC | Adopt-A-Student Endowment Fund | $2,000,000 |
| BEST BUDDIES INTERNATIONAL INC | |||||||
| 100 SE 2ND ST STE 2200 | MIAMI | FL | 33131 | N/A | PC | Best Buddies Challenge Team Tom Brady Program | $1,500 |
| BIG BROTHERS BIG SISTERS OF MASSACHUSETTS BAY INC | |||||||
| 75 FEDERAL ST 5TH FL | BOSTON | MA | 02110 | N/A | PC | General & Unrestricted | $3,500 |
| BIG BROTHERS BIG SISTERS OF MASSACHUSETTS BAY INC | |||||||
| 75 FEDERAL ST 5TH FL | BOSTON | MA | 02110 | N/A | PC | Charitable Event | $1,500 |
| BOSTON COLLEGE | |||||||
| 140 Commonwealth Avenue | CHESTNUT HILL | MA | 02467 | N/A | PC | Remondi Family Scholarship Fund | $5,000 |
| BOSTON MEDICAL CENTER CORPORATION | |||||||
| 85 E CONCORD SIREET | BOSTON | MA | 02118 | N/A | PC | General & Unrestricted | $5,000 |
| DANA FARBER CANCER INSTITUTE INC | |||||||
| 10 BROOKLINE PL W | BROOKLINE | MA | 02445 | N/A | PC | Jimmy Fund | $1,500 |
| DANA FARBER CANCER INSTITUTE INC | |||||||
| 10 BROOKLINE PL W | BROOKLINE | MA | 02445 | N/A | PC | Jimmy Fund | $1,500 |
| HOMES FOR OUR TROOPS INC | |||||||
| 6 MAIN ST | TAUNTON | MA | 02780 | N/A | PC | General & Unrestricted | $1,500 |
| MASSACHUSETTS GENERAL HOSPITAL | |||||||
| 100 CAMBRIDGE ST STE 1310 | BOSTON | MA | 02114 | N/A | PC | Innovations in Medicine Fund | $250,000 |
| SAINT MICHAELS COLLEGE | |||||||
| ONE WINOOSKI PARK BOX 265 | COLCHESTER | VT | 05439 | N/A | PC | General & Unrestricted | $1,000 |
| SOPHIA ACADEMY | |||||||
| 582 ELMWOOD AVE | PROVIDENCE | RI | 02907 | N/A | PC | Grammer School Student Scholarship Fund | $10,000 |
| ST JUDE CHILDRENS RESEARCH HOSPITAL INC | |||||||
| 501 ST JUDES PL | MEMPHIS | TN | 38105 | N/A | PC | General & Unrestricted | $1,500 |
| ST SEBASTIANS SCHOOL INC | |||||||
| 1191 GREENDALE AVE | NEEDHAM | MA | 02492 | N/A | PC | General & Unrestricted | $2,000 |
| ST SEBASTIANS SCHOOL INC | |||||||
| 1191 GREENDALE AVE | NEEDHAM | MA | 02492 | N/A | PC | Varsity Hockey Program | $1,000 |
| THE BRIGHAM & WOMENS HOSPITAL INC | |||||||
| 116 HUNTINGTON AVE 3RD FL | BOSTON | MA | 02116 | N/A | PC | Alzheimer's Supplies Fund | $250,000 |
| THE BRIGHAM & WOMENS HOSPITAL INC | |||||||
| 116 HUNTINGTON AVE 3RD FL | BOSTON | MA | 02116 | N/A | PC | President's Fund | $5,000 |
| TRUSTEES OF TUFTS COLLEGE | |||||||
| 80 GEORGE ST | MEDFORD | MA | 02155 | N/A | PC | for the ELS Program | $10,000 |
| UNITED WAY OF MASSACHUSETTS BAY INC | |||||||
| 51 SLEEPER ST | BOSTON | MA | 02210 | N/A | PC | General & Unrestricted | $1,000 |
| VILLANOVA UNIVERSITY | |||||||
| 800 E LANCASTER AVE | VILLANOVA | PA | 19085 | N/A | PC | General & Unrestricted | $4,500 |
| VILLANOVA UNIVERSITY | |||||||
| 800 E LANCASTER AVE | VILLANOVA | PA | 19085 | N/A | PC | General & Unrestricted | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,560,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $33 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $204,818 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,703,831 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|---|
| K-1 Inc/Loss | 525990 | $7,641 | 14 | -$474 |
| INCOME FROM NOTES RECEIVABLE | 01 | $435,659 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $7,641 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,343,867 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,351,508 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Remondi John J | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 Boylston Street Unit 507 | AddressLine1Txt |
| City | Boston | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02116 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $3,744,944 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (7 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | ALIBABA GROUP HOLDING LIMITED BABA, 11157 sh. | $937,439 | 2015-12-16 |
| 1 | BLUEPRINT MEDICINES CORPORATION BPMC, 4366 sh. | $107,797 | 2015-12-16 |
| 1 | SPARTAN US EQTY INDX FID ADVANTAGE CLAS FUSVX, 14210.957 sh. | $1,043,226 | 2015-12-16 |
| 1 | FIDELITY SELECT BIOTECHNOLOGY PT FBIOX, 1563.501 sh. | $367,407 | 2015-12-16 |
| 1 | FIRST REPUBLIC BANK FRC, 1000 sh. | $67,825 | 2015-12-16 |
| 1 | ALIBABA GROUP HOLDING LIMITED BABA, 6750 sh. | $554,344 | 2015-04-02 |
| 1 | ALIBABA GROUP HOLDING LIMITED BABA, 3250 sh. | $266,906 | 2015-04-02 |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (101 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABIOMED | $28,956 | $103,822 |
| ABRAXAS PETROLEUM CORPORATION | $18,542 | $7,950 |
| ACADIAN EMERGING MARKETS | $190,546 | $183,322 |
| AGROFRESH SOLUTIONS INC | $19,414 | $18,990 |
| AIR CANADA VAR VTG SHS NPV | $24,373 | $61,924 |
| ALIBABA GROUP HOLDING LIMITED | $1,758,689 | $1,719,428 |
| AMDOCS LIMITED | $23,504 | $31,105 |
| ANALOG DEVICES INC | $23,854 | $44,256 |
| ANIKA THERAPEUTICS INC | $22,386 | $71,550 |
| APPLE INC | $43,400 | $73,682 |
| BANK OF AMERICA CORP | $61,259 | $75,735 |
| BBH CORE SELECT FUND CLASS N | $807,427 | $876,305 |
| BLUEPRINT MEDICINES CORPORATIO | $107,797 | $115,000 |
| BOSTON SCIENTIFIC | $19,167 | $50,710 |
| BROADRIDGE FINANCIAL | $21,321 | $51,044 |
| BWX TECHNOLOGIES INC | $18,197 | $22,557 |
| CALLIDUS SOFTWARE, INC | $73,674 | $84,958 |
| CARMAX INC | $31,682 | $64,764 |
| CARROLS RESTAURANT GROUP, INC | $34,198 | $76,310 |
| CASELLA WASTE SYSTEMS INC | $96,248 | $119,600 |
| CINEMARK HOLDINGS INC | $24,388 | $30,756 |
| CLOROX CO | $10,523 | $21,561 |
| CONFORMIS INC | $86,662 | $95,960 |
| DESTINATION XL GROUP INC. | $40,073 | $44,160 |
| DODGE & COX FUNDS INTERNATIONA | $154,732 | $147,506 |
| DOVER CORP | $44,657 | $278,259 |
| EATON CORP PLC | $15,053 | $15,092 |
| EUROPACIFIC GROWTH FUND, CLASS | $287,736 | $276,552 |
| EXA CORPORATION | $155,114 | $174,150 |
| EXPEDITORS INTL WASH INC | $21,469 | $23,452 |
| FACEBOOK INC | $51,223 | $70,646 |
| FIDELITY ADVISOR INT'L DISCOVE | $192,977 | $193,765 |
| FIDELITY ADVISOR NEW INSIGHTS | $72,575 | $120,935 |
| FIDELITY CAPITAL TRUST CAPITAL | $311,647 | $319,743 |
| FIDELITY EMERGING MARKETS | $175,381 | $175,461 |
| FIDELITY NATIONAL FINANCIAL IN | $26,668 | $82,341 |
| FIDELITY SELECT BIOTECHNOLOGY | $367,407 | $368,830 |
| FIDELITY SELECT FINANCIAL SVCS | $223,022 | $209,718 |
| FIDELITY STOCK SELECTOR ALL CA | $566,904 | $670,038 |
| FIRST AMERICAN CORP | $28,687 | $43,080 |
| FIRST REPUBLIC BANK | $67,825 | $66,060 |
| FIVE STAR QUALITY CARE INC | $61,628 | $47,700 |
| FNF GROUP | $3,437 | $8,883 |
| FRANKLIN INTERNATIONAL SMALLER | $105,357 | $101,114 |
| GOODYEAR TIRE & RUBBER COMPANY | $102,563 | $130,680 |
| HAEMONETICS CP | $85 | $550,627 |
| HARTFORD FINANCIALSERVICES GRO | $23,373 | $29,118 |
| HASBRO INC | $22,900 | $43,784 |
| HEALTH CARE REIT INC | $17,637 | $28,573 |
| HEALTHSOUTH CP | $38,400 | $69,620 |
| HUNTINGTON BANCSHARES INC | $33,224 | $99,540 |
| INCONTACT INC | $74,325 | $95,400 |
| ISHARES S&P SMALLCAP 600 GROWT | $17,871 | $17,403 |
| ISHARES TRUST MSCI EAFE INDEX | $103,854 | $102,466 |
| ISHARES TRUST RUSSELL 1000 GRO | $90,807 | $90,029 |
| ISHARES TRUST RUSSELL 1000 VAL | $353,736 | $349,458 |
| J. ALEXANDER'S HOLDINGS, INC | $495 | $1,485 |
| JOHNSON & JOHNSON | $53,680 | $84,744 |
| KEYCORP | $33,042 | $70,567 |
| LEIDOS HOLDINGS INC | $13,082 | $21,098 |
| LIBERTY BROADBAND CORPORATION | $6,867 | $7,935 |
| LIBERTY MEDIA CORPORATION | $34,398 | $37,699 |
| MCKESSON CORP | $17,561 | $55,224 |
| MICRON TECHNOLOGY | $108,702 | $56,640 |
| MS INSTITUTIONAL FD INC.,INTL | $206,029 | $201,304 |
| NAVIENT CORPORATION | $321,613 | $249,704 |
| NEW MEDIA INVT GROUP INC | $110,007 | $97,300 |
| NEW YORK COMNTY BANCORP INC | $27,507 | $31,824 |
| NISOURCE INC | $5,224 | $15,218 |
| OLD REP INTL CORP | $22,772 | $37,260 |
| OMNICOM GROUP | $20,165 | $37,830 |
| OPPENHEIMER INTL GROWTH I | $178,212 | $182,388 |
| QORVO INC | $106,683 | $68,715 |
| QUEST DIAGNOSTICS | $20,097 | $26,322 |
| REGAL ENTERTAINMENT | $21,977 | $28,305 |
| REGIONS FINANCIAL CORP | $44,428 | $76,800 |
| RIVERNORTH CORE OPPY FD | $206,170 | $196,308 |
| RIVERNORTH EQUITY OPPORTUNITY | $300,383 | $262,157 |
| ROCKWELL COLLINS INC | $26,207 | $36,920 |
| RPM INTERNATIONAL INC | $15,837 | $37,892 |
| SCHLUMBERGER LTD | $110,500 | $87,188 |
| SLM CORP | $40,709 | $58,469 |
| SONOCO PRODUCTS COMPANY | $16,203 | $23,296 |
| SPARTAN US EQTY INDX FID ADVAN | $1,351,924 | $1,326,811 |
| SPIRIT REALTY CAPITAL, INC | $214,227 | $222,570 |
| ST. JUDE MED INC | $17,968 | $28,414 |
| SUN COMMUNITIES INC | $16,683 | $63,048 |
| SUNTRUST BKS INC | $21,037 | $25,704 |
| SYSCO CORP | $24,436 | $32,800 |
| TECO ENERGY INC | $17,006 | $23,719 |
| TEGNA | $72,322 | $81,026 |
| TESORO CORP | $56,673 | $115,907 |
| TRANSAMERICA INTERNATIONAL EQU | $188,165 | $184,832 |
| TUESDAY MORNING CORP | $84,318 | $81,738 |
| VANGUARD FTSE ALL-WLD EX-US SM | $82,885 | $74,296 |
| VIRTUSA CORPORATION | $27,116 | $69,245 |
| WADDELL&REED FIN INC | $10,435 | $11,464 |
| WASATCH FRONTIER EMERGING SMAL | $100,000 | $98,194 |
| WM. BLAIR FUNDS INTERNATIONAL | $199,795 | $203,383 |
| XPO LOGISTICS INC | $99,019 | $97,473 |
| ZIMMER BIOMET HOLDINGS | $15,321 | $30,777 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | LINN ENERGY, LLC | CategoryOrItemTxt |
| Book Value | $40,085 | BookValueAmt |
| EOYFMV | $1,702 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $46,446 | $46,446 | |
| Bank Charges | $97 | $97 | |
| K-1 Exp LINN ENERGY, LLC | $3,765 | ||
| State or Local Filing Fees | $500 | $500 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Income from notes receivable | $435,659 | $435,659 |
| K-1 Inc/Loss LINN ENERGY, LLC | $7,167 | -$474 |
Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch
Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLongGrp (4 entries)
| Loan OriginalLoanOriginalAmt | Balance DueBalanceDueAmt | NoteNoteDt | Loan MaturityLoanMaturityDt | InterestInterestRt |
|---|---|---|---|---|
| 2011 FMR LLC VARIABLE INT X1 | ||||
| $100,000 | $100,000 | 2011-02 | 2035-12 | 10. |
| 2012 FMR LLC VARIABLE INT Y1 | ||||
| $100,000 | $100,000 | 2012-02 | 2036-12 | 10. |
| FMR LLC VARIABLE INT U1 | ||||
| $900,000 | $900,000 | 2008-04 | 2032-12 | 10. |
| FMR LLC NOTES DTD 70 SERIES A | ||||
| $4,600,000 | 2006-12 | 2036-12 | 7. | |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $42,163 | Amt |
| Net Investment Income | $42,163 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2015 | $31,000 | |
| 990-PF Extension for 2014 | $17,932 | |
| Foreign Tax Paid | $168 | $168 |
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