POBBLE STONE FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- POBBLE STONE FOUNDATION (EIN 13-6208422)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-19
- IRS object ID
- 202523239349100702
- Schema version
- 2024v5.2
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- 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 | 2025-11-19T07:46:13-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 050409384 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KAHN LITWIN RENZA & CO LTD | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 951 NORTH MAIN STREET | AddressLine1Txt |
| City | PROVIDENCE | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02904 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136208422 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | POBBLE STONE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | POBB | BusinessNameControlTxt |
| Phone | 4012742001 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 680 SUDBURY ROAD | AddressLine1Txt |
| City | CONCORD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01742 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SARAH A SHARPE | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 4012742001 | PhoneNum |
| Signature | 2025-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SANDY ROSS | PreparerPersonNm |
| PTIN | P01399337 | PTIN |
| Phone | 4012742001 | PhoneNum |
| Preparation | 2025-11-18 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Change | Yes (X) | NameChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $11,422,535 | 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 | $115 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $115 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $373,507 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $373,507 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,358,836 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,790,410 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,358,836 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $64,643 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $37,093 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,797,101 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,769,551 | 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 |
| Legal Fees Rev And Expnss | $100,000 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $100,000 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $18,800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $15,040 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,760 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $63,991 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $63,991 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,642 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,092 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $550 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $137,314 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $137,314 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $323,747 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $319,437 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,310 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $21,466,080 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $21,466,080 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $21,789,827 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $319,437 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $21,470,390 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$19,992,726 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,450,114 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,254,834 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $683,519 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $683,519 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $14,044,661 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,862,630 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,995,349 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $4,864,166 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $4,864,773 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $4,346,936 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $4,476,356 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,328,605 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,396,731 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $24,640,017 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,739,527 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,422,535 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $21,512,369 | CapitalStockBOYAmt |
| Capital Stock EOY | $21,512,369 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $3,127,648 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$12,772,842 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $24,640,017 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,739,527 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $24,640,017 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,739,527 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $24,640,017 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$19,992,726 | ExcessRevenueOverExpensesAmt |
| Other Increases | $4,092,236 | OtherIncreasesAmt |
| Subtotal | $8,739,527 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,739,527 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| BNY MELLON | P | $1,246,334 | $431,574 | $814,760 | $814,760 |
| CAPITAL GAINS DIVIDENDS | P | $544,076 | $544,076 | $544,076 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,358,836 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $20,157 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $20,157 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $20,157 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,147 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $35,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $37,147 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $957 | EsPenaltyAmt |
| Overpayment | $16,033 | OverpaymentAmt |
| Applied To ES Tax | $16,033 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | RI | 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 | KAHN LITWIN RENZA CO LTD | IndividualWithBooksNm |
| Phone | 4012742001 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 951 NORTH MAIN STREET | AddressLine1Txt |
| City | PROVIDENCE | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02904 | 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 | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| SARAH A SHARPE | ||||||||
| 680 SUDBURY ROAD | CONCORD | MA | 01742 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JOHN POWLEY | ||||||||
| 680 SUDBURY ROAD | CONCORD | MA | 01742 | TRUSTEE | 1.00 | $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 | $16,199,500 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,112,042 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,396,731 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $19,708,273 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $19,708,273 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $295,624 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $19,412,649 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $970,632 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $970,632 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $20,157 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $4,578 | IncomeTaxAmt |
| Total Tax | $24,735 | TotalTaxAmt |
| Distributable Before Adj | $945,897 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $945,897 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $945,897 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $21,470,390 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $21,470,390 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $945,897 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $26,731 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $148,161 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $174,892 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $21,470,390 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $945,897 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $20,524,493 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $20,699,385 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $20,699,385 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $26,731 | ExcessFromYear2Amt |
| Excess From Year1 | $148,161 | ExcessFromYear1Amt |
| Excess From Current Year | $20,524,493 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BOSTON FOUNDATION | |||||||
| 75 ARLINGTON STREET 1000 | BOSTON | MA | 02116 | NONE | PUBLIC CHARITY | CHARITABLE | $10,733,040 |
| RHODE ISLAND FOUNDATION | |||||||
| 1 UNION STATION | PROVIDENCE | RI | 02903 | NONE | PUBLIC CHARITY | CHARITABLE | $10,733,040 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $21,466,080 | 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 | $115 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $373,507 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,358,836 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| CLASS ACTION SUIT | 18 | |||
| FLOW THRU FROM LPS | 14 | 513190 | $27,550 | $37,093 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $27,550 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,769,551 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,797,101 | 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 | ACCOUNTING FEES | CategoryTxt |
| Amt | $18,800 | Amt |
| Net Investment Income | $15,040 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,760 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | FIXED INCOME | BondNm |
| EOY Book Value | $4,864,773 | EOYBookValueAmt |
| EOYFMV | $4,346,936 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | COMMON STOCK | StockNm |
| EOY Book Value | $1,862,630 | EOYBookValueAmt |
| EOYFMV | $3,995,349 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | ALTERNATIVE INVESTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $1,328,605 | BookValueAmt |
| EOYFMV | $2,396,731 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $100,000 | LegalFeesAmt |
| Net Investment Income | $100,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FLOW THRU FROM PARTNERSHIPS EXPENSES | Desc |
| Revenue And Expenses Per Books | $137,314 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $137,314 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FLOW THRU FROM LPS | Desc |
| Revenue And Expenses Per Books | $64,643 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $37,093 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $64,643 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DONATED STOCK APPRECIATION | Desc |
| Amt | $4,092,236 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MGT FEES | CategoryTxt |
| Amt | $63,991 | Amt |
| Net Investment Income | $63,991 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX | $3,092 | $3,092 | $0 |
| FEDERAL TAX | $0 | $0 | $0 |
| RI ANNUAL FILING | $550 | $0 | $550 |
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