MHCH FOUNDATION TR: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- MHCH FOUNDATION TR (EIN 35-7029236)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-08-12
- IRS object ID
- 201612259349100741
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-08-12T12:55:00-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 131672623 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KAYE SCHOLER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 250 WEST 55TH STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100199710 | 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 | 357029236 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MHCH FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MHCH | BusinessNameControlTxt |
| Phone | 7812350200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13314 WIND RIDGE | AddressLine1Txt |
| City | HELOTES | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78023 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WAYNE BENNETT | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2128368310 | PhoneNum |
| Signature | 2016-08-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL BEN-JACOB FOR KAYE SCHOLER | PreparerPersonNm |
| PTIN | P01414045 | PTIN |
| Phone | 2128368000 | PhoneNum |
| Preparation | 2016-08-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-12-15 16:53:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $903,268 | 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 | $1,841 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,841 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $1,841 | InterestOnSavingsAdjNetIncmAmt |
| Total Rev And Expnss | $1,841 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,841 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $1,841 | TotalAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $30 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $30 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $50,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $50,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $50,030 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $50,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$48,189 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,841 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,841 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | -$1 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $951,458 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $903,268 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $903,268 | SavAndTempCashInvstEOYFMVAmt |
| Total Assets BOY | $951,457 | TotalAssetsBOYAmt |
| Total Assets EOY | $903,268 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $903,268 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $45,636 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $45,636 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $45,636 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $45,636 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $951,457 | UnrestrictedBOYAmt |
| Unrestricted EOY | $903,268 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $951,457 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $903,268 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $997,093 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $948,904 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $951,457 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$48,189 | ExcessRevenueOverExpensesAmt |
| Subtotal | $903,268 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $903,268 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $49,985 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $954,765 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.052353 | DistributionYr1Rt |
| Net Vl Noncharitable Assets Yr2 | $984,963 | NetVlNoncharitableAssetsYr2Amt |
| Total Distribution | 0.052353 | TotalDistributionRt |
| Average Distribution | 0.052353 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $905,325 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $47,396 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $18 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $47,414 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $50,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $18 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $18 | SubtotalAmt |
| Tax Based On Investment Income | $18 | TaxBasedOnInvestmentIncomeAmt |
| Applied To Es Tax | $18 | AppliedToEsTaxAmt |
| Total Payments And Credits | $18 | TotalPaymentsAndCreditsAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | 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 |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | WAYNE BENNETT | IndividualWithBooksNm |
| Phone | 7812350200 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13314 WIND RIDGE | AddressLine1Txt |
| City | HELOTES | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78023 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WAYNE BENNETT | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 73 LONGFELLOW ROAD | AddressLine1Txt |
| City | WELLESLEY | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02481 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 10.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $919,112 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $919,112 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $919,112 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $13,787 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $905,325 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $45,266 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $45,266 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $18 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $18 | TotalTaxAmt |
| Distributable Before Adj | $45,248 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $45,248 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $45,248 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $50,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $50,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $18 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $49,982 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $45,248 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $29,701 | UndistributedIncomePYAmt |
| Qualifying Distributions | $50,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $29,701 | AppliedToYear1Amt |
| Applied To Current Year | $20,299 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $24,949 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | WAYNE BENNETT | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13314 WIND RIDGE | AddressLine1Txt |
| City | HELOTES | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78023 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7812350200 | RecipientPhoneNum |
| Form And Info And Materials | THE FOUNDATION DOES NOT REQUIRE AN APPLICATION FORM. THE FOUNDATION WILL EXAMINE THE HISTORY AND CREDENTIALS OF ANY CHARITABLE ORGANIZATION DESCRIBED IN SECTION 501(C)(3) THAT WILL BE CONSIDERED FOR CONTRIBUTIONS. THE PROPOSED CHARITABLE ORGANIZATION'S HISTORY AND ITS PROVEN EFFICACY IN PROVIDING SERVICES PURSUANT TO ITS CHARITABLE FUNCTION WILL BE EXAMINED. PERIODIC EXAMINATION WILL BE MADE OF THE ORGANIZATION'S USE OF THE FOUNDATION'S CONTRIBUTION TO ASCERTAIN IF THE CONTRIBUTION WAS USED AS IT WAS PROPOSED TO BE USED. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NOT APPLICABLE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRIENDS OF MT AUBURN CEMETERY | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 580 MT AUBURN STREET | AddressLine1Txt |
| City | CAMBRIDGE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02138 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | 501(C)(3) | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | PROTECT & IMPROVE HISTORIC CEMETERY | GrantOrContributionPurposeTxt |
| Amt | $50,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $50,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,841 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,841 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,841 | 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 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| EXPENSES | |
| BANK FEES | $30 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | AB INITIO SOFTWARE LLC, LOAN | Desc |
| BOY Book Value | $45,636 | BOYBookValueAmt |
| EOY Book Value | $45,636 | EOYBookValueAmt |
Comments