BETA

BARDEEN-GREYTAK FAMILY FOUNDATION: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
BARDEEN-GREYTAK FAMILY FOUNDATION (EIN 04-3467040)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-03-29
IRS object ID
201620899349100207
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)
Return2016-03-29T12:58:26-05:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN061009205PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BLUM SHAPIRO & COMPANY PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line170 WELLS AVENUE SUITE 200AddressLine1Txt
CityNEWTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02459ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN043467040EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BARDEEN-GREYTAK FAMILY FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlBARDBusinessNameControlTxt
Phone6172536818PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line129 ACACIA AVENUEAddressLine1Txt
CityCHESTNUT HILLCityNm
State AbbreviationMAStateAbbreviationCd
ZIP024671302ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTHOMAS J GREYTAKPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone6172536818PhoneNum
Signature2016-03-29SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonALAN T HUBERMAN CPAPreparerPersonNm
PTINP00006185PTIN
Phone6176410040PhoneNum
Preparation2016-03-29PreparationDt
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$539,670FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$100,816ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$13InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$13InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$8,273DividendsRevAndExpnssAmt
Dividends Net Invst Incm$8,273DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$82,613NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$190,069GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$83,781CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$1,398OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$1,398OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$193,113TotalRevAndExpnssAmt
Total Net Invst Incm$93,465TotalNetInvstIncmAmt
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$1,250AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$66TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$89OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,405TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$24,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$24,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$25,405TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$24,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$167,708ExcessRevenueOverExpensesAmt
Net Investment Income$93,465NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$127,309CashBOYAmt
Cash EOY$135,282CashEOYAmt
Cash EOYFMV$135,282CashEOYFMVAmt
Corporate Stock BOY$254,993CorporateStockBOYAmt
Corporate Stock EOY$414,728CorporateStockEOYAmt
Corporate Stock EOYFMV$404,388CorporateStockEOYFMVAmt
Total Assets BOY$382,302TotalAssetsBOYAmt
Total Assets EOY$550,010TotalAssetsEOYAmt
Total Assets EOYFMV$539,670TotalAssetsEOYFMVAmt
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$382,302RetainedEarningBOYAmt
Retained Earning EOY$550,010RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$382,302TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$550,010TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$382,302TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$550,010TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$382,302TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$167,708ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$550,010SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$550,010TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
FIDELITY BROKERAGE 7030P2015-01-272015-12-07$5,941$5,848$93$93
FIDELITY BROKERAGE 7030P2011-10-242015-12-07$152,462$95,646$56,816$56,816
FIDELITY BROKERAGE 6466P2015-01-282015-01-28$36$36$36
FIDELITY BROKERAGE 6466P2013-04-302015-01-27$8,700$4,655$4,045$4,045
PTP SALES - ENTERPRISE PRODUCTS AND SUNOCO LOGISTICSP2007-01-102015-12-07$16,334$139$16,195$16,195
CAPITAL GAINS DIVIDENDSP$6,596$6,596$6,596
FieldValueIRS element (for citing)
Capital Gain Net Income$83,781CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$22,106AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$371,033NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.059580DistributionYr1Rt
Adjusted Qlfy Distri Yr2$15,471AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$288,403NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.053644DistributionYr2Rt
Adjusted Qlfy Distri Yr3$11,471AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$229,337NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.050018DistributionYr3Rt
Adjusted Qlfy Distri Yr4$40,528AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$190,352NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.212911DistributionYr4Rt
Adjusted Qlfy Distri Yr5$10,054AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$172,930NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.058139DistributionYr5Rt
Total Distribution0.434292TotalDistributionRt
Average Distribution0.086858AverageDistributionRt
Net Vl Noncharitable Assets$467,334NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$40,592AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$935NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$41,527AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$24,000QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,869InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,869SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,869TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$120EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$120TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Tax Due$1,749TaxDueAmt

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

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1THE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6172536818PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line129 ACACIA AVENUEAddressLine1Txt
CityCHESTNUT HILLCityNm
State AbbreviationMAStateAbbreviationCd
ZIP024671302ZIPCd
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 (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
THOMAS J GREYTAK
29 ACACIA AVENUECHESTNUT HILLMA024671302PRES, TREAS & DIRECTOR2.00$0$0$0
ANDREW B GREYTAK
111 WACCAMAW AVENUECOLUMBIASC29205VICE PRESIDENT & DIRECTOR2.00$0$0$0
MATTHEW B GREYTAK
1212 RESTON AVENUEHERNDONVA20170CLERK & DIRECTOR2.00$0$0$0
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$348,339AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$126,112AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$474,451TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$474,451AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$7,117CashDeemedCharitableAmt
Net Vl Noncharitable Assets$467,334NetVlNoncharitableAssetsAmt
Minimum Investment Return$23,367MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$23,367MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,869TaxBasedOnInvestmentIncomeAmt
Total Tax$1,869TotalTaxAmt
Distributable Before Adj$21,498DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$21,498DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$21,498DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$24,000ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$24,000QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$24,000AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$21,498DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$1,431ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$31,010ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$109ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$1,558ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$3,642ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$37,750TotalExcessDistributionCyovAmt
Qualifying Distributions$24,000QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$21,498AppliedToCurrentYearAmt
Remaining Distri From Corpus$2,502RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$40,252TotalCorpusAmt
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$1,431ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$38,821ExcessDistriCyovToNextYrAmt
Excess From Year4$31,010ExcessFromYear4Amt
Excess From Year3$109ExcessFromYear3Amt
Excess From Year2$1,558ExcessFromYear2Amt
Excess From Year1$3,642ExcessFromYear1Amt
Excess From Current Year$2,502ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerTHOMAS J GREYTAKContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
EARTHJUSTICE
426 17TH STREETOAKLANDCA94612N/APUBLIC CHARITYTO FURTHER RECIPIENT'S TAX-EXEMPT PURPOSE$13,000
HOSPICE OF THE GOOD SHEPHERD
2042 BEACON STREETWABANMA02468N/APUBLIC CHARITYTO FURTHER RECIPIENT'S TAX-EXEMPT PURPOSE$3,000
LUNG CANCER ALLIANCE
888 16TH STREET NW SUITE 150WASHINGTONDC20006N/APUBLIC CHARITYTO FURTHER RECIPIENT'S TAX-EXEMPT PURPOSE$5,000
SQUAM LAKES ASSOCIATION
PO BOX 204HOLDERNESSNH03245N/APUBLIC CHARITYTO FURTHER RECIPIENT'S TAX-EXEMPT PURPOSE$3,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$24,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$13ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$8,273ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion01ExclusionCd
Exclusion$1,398ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$82,613ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$92,297ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$92,297TotalIncomeProducingActyAmt

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 PersonTHOMAS J GREYTAKContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line129 ACACIA AVENUEAddressLine1Txt
CityCHESTNUT HILLCityNm
State AbbreviationMAStateAbbreviationCd
ZIP024671302ZIPCd
FieldValueIRS element (for citing)
Total Contributions$100,816TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$1,250Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORPORATE STOCKStockNm
EOY Book Value$414,728EOYBookValueAmt
EOYFMV$404,388EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK CHARGES$54$0$0
MA FORM PC FILING FEES$35$0$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
NET CURRENT YEAR INCREASE (DECREASE) FROM PARTNERSHIP INVESTMENTS$1,086$1,086$1,086
TAX REFUND$312$312$312

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXES WITHHELDCategoryTxt
Amt$66Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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