BETA

FLEMING FAMILY FOUNDATION: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
FLEMING FAMILY FOUNDATION (EIN 38-7104495)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-05-16
IRS object ID
201601379349102775
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 ReturnHeader

FieldValueIRS element (for citing)
Return2016-05-16T14:23:59-05:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN050409384PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1KAHN LITWIN RENZA & CO LTDBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line199 SUMMER STREET SUITE 520AddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02110ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN387104495EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE FLEMING FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlFLEMBusinessNameControlTxt
Phone6172277031PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line18 LOWELL STAddressLine1Txt
CityCAMBRIDGECityNm
State AbbreviationMAStateAbbreviationCd
ZIP021384726ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRONALD LEE FLEMINGPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone6172277031PhoneNum
Signature2016-05-10SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDAVID DESMARAISPreparerPersonNm
PTINP00435727PTIN
Phone6172368098PhoneNum
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2016-09-27 15:27:22ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,043,866FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$2,155,657ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$4DividendsRevAndExpnssAmt
Dividends Net Invst Incm$4DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$56NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$115,026GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$105,480CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$2,155,717TotalRevAndExpnssAmt
Total Net Invst Incm$105,484TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$2,725AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,362AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,363AccountingFeesChrtblPrpsAmt
Interest Rev And Expnss$33InterestRevAndExpnssAmt
Interest Net Invst Incm$33InterestNetInvstIncmAmt
Interest Dsbrs Chrtbl$0InterestDsbrsChrtblAmt
Taxes Rev And Expnss$2,263TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$35OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$35OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$5,056TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,395TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,398TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$155,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$155,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$160,056TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,395TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$156,398TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,995,661ExcessRevenueOverExpensesAmt
Net Investment Income$104,089NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$66,564CashBOYAmt
Cash EOY$24,262CashEOYAmt
Cash EOYFMV$24,262CashEOYFMVAmt
Corporate Stock BOY$0CorporateStockBOYAmt
Corporate Stock EOY$2,037,963CorporateStockEOYAmt
Corporate Stock EOYFMV$2,019,604CorporateStockEOYFMVAmt
Total Assets BOY$66,564TotalAssetsBOYAmt
Total Assets EOY$2,062,225TotalAssetsEOYAmt
Total Assets EOYFMV$2,043,866TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$66,564RetainedEarningBOYAmt
Retained Earning EOY$2,062,225RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$66,564TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,062,225TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$66,564TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,062,225TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$66,564TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,995,661ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$2,062,225SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,062,225TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
2864 SHS MONDELEZ CLASS A2015-05-12$112,251$9,539$102,712$102,712
28 SHS UPS2015-05-12$2,775$7$2,768$2,768
FieldValueIRS element (for citing)
Capital Gain Net Income$105,480CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$99,903AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$83,518NetVlNoncharitableAssetsYr1Amt
Distribution Yr11.196185DistributionYr1Rt
Adjusted Qlfy Distri Yr2$0AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$12,938NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.000000DistributionYr2Rt
Total Distribution1.196185TotalDistributionRt
Average Distribution0.598093AverageDistributionRt
Net Vl Noncharitable Assets$202,001NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$120,815AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$1,041NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$121,856AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$156,398QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$1,041InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,041SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,041TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,120EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$1,120TotalPaymentsAndCreditsAmt
Es Penalty$9EsPenaltyAmt
Overpayment$70OverpaymentAmt
Applied To ES Tax$70AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateMAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksMARTHA KINGIndividualWithBooksNm
Phone6174918952PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line18 LOWELL STREETAddressLine1Txt
CityCAMBRIDGECityNm
State AbbreviationMAStateAbbreviationCd
ZIP021384726ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonRONALD L FLEMINGPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line18 LOWELL STREETAddressLine1Txt
CityCAMBRIDGECityNm
State AbbreviationMAStateAbbreviationCd
ZIP02138ZIPCd
FieldValueIRS element (for citing)
TitleTRUSTEETitleTxt
Average Hrs Per Wk Devoted To Pos0.25AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$168,300AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$36,777AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$205,077TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$205,077AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$3,076CashDeemedCharitableAmt
Net Vl Noncharitable Assets$202,001NetVlNoncharitableAssetsAmt
Minimum Investment Return$10,100MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$10,100MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,041TaxBasedOnInvestmentIncomeAmt
Total Tax$1,041TotalTaxAmt
Distributable Before Adj$9,059DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$9,059DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$9,059DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$156,398ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$156,398QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$1,041PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$155,357AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$9,059DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr1$97,692ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$97,692TotalExcessDistributionCyovAmt
Qualifying Distributions$156,398QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$9,059AppliedToCurrentYearAmt
Remaining Distri From Corpus$147,339RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$245,031TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$245,031ExcessDistriCyovToNextYrAmt
Excess From Year1$97,692ExcessFromYear1Amt
Excess From Current Year$147,339ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerRONALD L FLEMINGContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ALLIANCE FOR LIVABLE NEWPORT FOR THE DAFFIDILLION PROJECT
PO BOX 2636WASHINGTONDC20036NONEPUBLIC CHARITYGENERAL PURPOSE$7,000
CLAREMONT HERITAGE
840 N INDIAN HILL BLVDCLAREMONTCA91711NONEPUBLIC CHARITYGENERAL PURPOSE$5,000
FRIENDS OF THE VENICE GATEWAY
129 DICKINSON HALLCALABASASCA91302NONEPUBLIC CHARITYGENERAL PURPOSE$10,000
GONDAR ART TANK
121 N HAVEN ROADSAN FRANCISCOCA94129NONEPUBLIC CHARITYGENERAL PURPOSE$10,000
HISTORIC DEERFIELD FOR FELLOWS AT BELLEVUE HOUSE
PO BOX 321NEWPORTRI02840NONEPUBLIC CHARITYGENERAL PURPOSE$2,000
NEW JERSEY SOCIETY OF THE CINCINNATI
919 CONESTOGA ROAD STE 2-309CLAREMONTCA91711NONEPUBLIC CHARITYGENERAL PURPOSE$1,000
NEWPORT ART MUSEUM
76 BELLEVUE AVEPRINCETONNJ08542NONEPUBLIC CHARITYGENERAL PURPOSE$5,000
NEWPORT HISTORICAL SOCIETY FOR NEWPORT ANTIQUES SHOW
82 TOURO STREETELMHURSTIL60127NONEPUBLIC CHARITYGENERAL PURPOSE$5,000
PELL TEC
320 THAMES STREET UNIT 1237DEEFIELDMA01342NONEPUBLIC CHARITYGENERAL PURPOSE$1,000
PRESBYTERIAN CHURCH
114 SW EIGHTH STREETBRYN MAWRPA19010NONEPUBLIC CHARITYGENERAL PURPOSE$1,000
SALZBURG GLOBAL SEMINAR
1250 H STREET NW STE 1150NEWPORTRI02840NONEPUBLIC CHARITYGENERAL PURPOSE$1,000
SCENIC AMERICA
1307 NEW HAMPSHIRE AVE NWNEWPORTRI02840NONEPUBLIC CHARITYGENERAL PURPOSE$68,500
THE ORDER OF ST JOHN
1850 M STREET NWNEWPORTRI02840NONEPUBLIC CHARITYGENERAL PURPOSE$1,000
THE REDWOOD LIBRARY & ATHENAEUM
50 BELLEVUE AVECORVALLISOR97333NONEPUBLIC CHARITYGENERAL PURPOSE$2,000
THE SOCIETY OF THE CINCINNATI
2118 MASSACHUSETTS AVE NWWASHINGTONDC20005NONEPUBLIC CHARITYGENERAL PURPOSE$2,500
THRESHOLD FOUNDATION
PO BOX 29903WASHINGTONDC20036NONEPUBLIC CHARITYGENERAL PURPOSE$20,000
USICOMOS
1307 NEW HAMPSHIRE AVE NWWASHINGTONDC20036NONEPUBLIC CHARITYGENERAL PURPOSE$13,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$155,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$4ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$56ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$60ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$60TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonRONALD L FLEMINGContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line18 LOWELL STREETAddressLine1Txt
CityCAMBRIDGECityNm
State AbbreviationMAStateAbbreviationCd
ZIP021384726ZIPCd
FieldValueIRS element (for citing)
Total Contributions$2,155,657TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash PropertySHARES OF VARIOUS PUBLICLY TRADED SECURITIESNoncashPropertyDesc
Fair Market Value$2,152,932FairMarketValueAmt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryKAHN, LITWIN, RENZA & CO. LTD.CategoryTxt
Amt$2,725Amt
Net Investment Income$1,362NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,363DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCHARLES SCHWABStockNm
EOY Book Value$2,037,963EOYBookValueAmt
EOYFMV$2,019,604EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescMA PC FILING FEEDesc
Revenue And Expenses Per Books$35RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$35DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL TAX PAYMENTS$2,221$0$0
PENALTIES$42$0$0

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