A M FUND: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- A M FUND (EIN 04-6956130)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-06-26
- IRS object ID
- 201501779349100400
- Schema version
- 2014v5.0
- 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
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-06-26T08:43:18-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 263753134 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBIZ TOFIAS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 BOYLSTON STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02116 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 046956130 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE AM FUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AMFU | BusinessNameControlTxt |
| Phone | 6175744032 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 ATLANTIC AVE | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ARNOLD HIATT | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6175744032 | PhoneNum |
| Signature | 2015-06-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAY WEBBER | PreparerPersonNm |
| PTIN | P00316609 | PTIN |
| Phone | 6177610600 | PhoneNum |
| Preparation | 2015-06-03 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,769,160 | 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 | $712,309 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $49,146 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $49,146 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $135,085 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,781,451 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $135,085 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $896,540 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $184,231 | 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 |
| Oth Empl Slrs Wgs Rev And Expnss | $80,000 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $80,000 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $26,376 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $26,376 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $16,700 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $16,700 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $14,577 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $14,577 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $41,107 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,411 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $5,800 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $24,459 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $24,459 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $1,581 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,581 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $7,127 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $7,127 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $211,927 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $32,688 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $145,343 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $811,600 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $811,600 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,023,527 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $32,688 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $956,943 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$126,987 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $151,543 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $106,243 | CashBOYAmt |
| Cash EOY | $52,196 | CashEOYAmt |
| Cash EOYFMV | $52,196 | CashEOYFMVAmt |
| Sav And Temp Cash Invst EOY | $1,860,618 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,860,618 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $2,765,442 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $831,857 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $856,346 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $3,272 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,272 | LandBldgEquipAccumDeprecAmt |
| Total Assets BOY | $2,871,685 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,744,671 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,769,160 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $27 | AccountsPayableBOYAmt |
| Total Liabilities BOY | $27 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $85,886 | CapitalStockBOYAmt |
| Capital Stock EOY | $85,886 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $2,785,772 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,658,785 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,871,658 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,744,671 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,871,685 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,744,671 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,871,658 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$126,987 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,744,671 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,744,671 | 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 |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $3,773,157 | $3,646,366 | $126,791 | $126,791 |
| CAPITAL GAINS DIVIDENDS | P | $8,294 | $8,294 | $8,294 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $135,085 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $651,373 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,626,060 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.248042 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $810,095 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,322,587 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.348790 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $614,422 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,720,301 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.357160 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $728,340 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $556,000 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 1.309964 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $775,187 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $879,386 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.881509 | DistributionYr5Rt |
| Total Distribution | 3.145465 | TotalDistributionRt |
| Average Distribution | 0.629093 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,632,792 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,656,271 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,515 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,657,786 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $956,943 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,031 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,031 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,031 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $20,480 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $20,480 | TotalPaymentsAndCreditsAmt |
| Overpayment | $17,449 | OverpaymentAmt |
| Applied To ES Tax | $4,000 | AppliedToESTaxAmt |
| Refund | $13,449 | 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 | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | 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 | ARNOLD HIATT | IndividualWithBooksNm |
| Phone | 6175744032 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 ATLANTIC AVE | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| ARNOLD S HIATT | ||||||||
| 400 ATLANTIC AVENUE | BOSTON | MA | 02110 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| AMY R HIATT | ||||||||
| 31 FLETCHER AVENUE UNIT 8 | LEXINGTON | MA | 02420 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| MATTHEW T HIATT | ||||||||
| 6 CARBERRY LANE | MILTON | MA | 02186 | TRUSTEE | 5.00 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,437,222 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $235,663 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,672,885 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,672,885 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $40,093 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,632,792 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $131,640 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $131,640 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,031 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,031 | TotalTaxAmt |
| Distributable Before Adj | $128,609 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $128,609 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $128,609 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $956,943 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $956,943 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $956,943 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $128,609 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $731,622 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $705,402 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $534,505 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $700,985 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $540,526 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,213,040 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $956,943 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $128,609 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $828,334 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $4,041,374 | 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 | $731,622 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,309,752 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $705,402 | ExcessFromYear4Amt |
| Excess From Year3 | $534,505 | ExcessFromYear3Amt |
| Excess From Year2 | $700,985 | ExcessFromYear2Amt |
| Excess From Year1 | $540,526 | ExcessFromYear1Amt |
| Excess From Current Year | $828,334 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ARNOLD S HIATT | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (43 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| AMERICAN SUPPORTERS OF YEDID | |||||||
| 492C CEDAR LANE UNIT 335 | TEANECK | NJ | 07666 | 501(C)(3) | GENERAL FUNDING | $3,500 | |
| AMERICANS FOR PEACE NOW | |||||||
| 2100 M STREET NW SUITE 619 | WASHINGTON | DC | 20037 | 501(C)(3) | GENERAL FUNDING | $5,000 | |
| ASHOKA | |||||||
| 1700 NORTH MOORE STREET SUITE 2000 | ARLINGTON | VA | 22209 | 501(C)(3) | GENERAL FUNDING | $15,000 | |
| BOSTON CLASSICAL ORCHESTRA | |||||||
| PO BOX 152 | NEWTON | MA | 02468 | 501(C)(3) | GENERAL FUNDING | $30,000 | |
| BOSTON WORKMEN'S CIRCLE | |||||||
| 1762 BEACON STREET | BROOKLINE | MA | 02445 | 501(C)(3) | GENERAL FUNDING | $2,500 | |
| BRAVE NEW FILMS | |||||||
| 10510 CULVER BLVD | CULVER CITY | CA | 90232 | 501(C)(3) | GENERAL FUNDING | $50,000 | |
| BRIGHAM AND WOMEN'S HOSPITAL | |||||||
| 116 HUNTINGTON AVE 3RD FLOOR | BOSTON | MA | 02116 | 501(C)(3) | GENERAL FUNDING | $10,000 | |
| BUSINESS FOR SOCIAL RESPONSIBILITY | |||||||
| 88 KEARNEY ST 12TH FLOOR | SAN FRANCISCO | CA | 94108 | 501(C)(3) | GENERAL FUNDING | $5,000 | |
| CATHOLIC SCHOOLS FOUNDATION | |||||||
| 260 FRANKLIN STREET SUITE 630 | BOSTON | MA | 02110 | 501(C)(3) | GENERAL FUNDING | $5,000 | |
| CHARITABLE IRISH SOCIETY | |||||||
| 56 THOMAS PARK UNIT 3 | BOSTON | MA | 02127 | 501(C)(3) | GENERAL FUNDING | $10,000 | |
| CITIZENS FOR RESPONSIBILITY AND ETHICS IN WASHINGTON | |||||||
| 409 7TH STREET NW SUITE 300 | WASHINGTON | DC | 20004 | 501(C)(3) | GENERAL FUNDING | $25,000 | |
| COALITION FOR SOCIAL JUSTICE | |||||||
| 105 WILLIAMS ST ROOM 26 | NEW BEDFORD | MA | 02740 | 501(C)(3) | GENERAL FUNDING | $2,500 | |
| COGGESHALL FARM MUSEUM | |||||||
| 1 COLT DRIVE | BRISTOL | RI | 02809 | 501(C)(3) | GENERAL FUNDING | $100 | |
| DEDHAM COUNTRY DAY SCHOOL | |||||||
| 90 SANDY VALLEY ROAD | DEDHAM | MA | 02026 | 501(C)(3) | GENERAL FUNDING | $101,000 | |
| EAST BAY FOOD PANTRY | |||||||
| 150 FRANKLIN STREET | BRISTOL | RI | 02809 | 501(C)(3) | GENERAL FUNDING | $1,000 | |
| ESPLANADE ASSOCIATION | |||||||
| 376 BOYLSTON STREET SUITE 503 | BOSTON | MA | 02116 | 501(C)(3) | GENERAL FUNDING | $25,000 | |
| FUND FOR THE REPUBLIC | |||||||
| 3333 14TH STREET NW SUITE 205 | WASHINGTON | DC | 20010 | 501(C)(3) | GENERAL FUNDING | $50,000 | |
| HARVARD UNIVERSITY CTR FOR JEWISH STUDIES | |||||||
| FRIENDS OF HARVARD UNIVERSITY | CAMBRIDGE | MA | 02138 | 501(C)(3) | GENERAL FUNDING | $500 | CENTER FOR JEWISH STUDIES 6 DIVINIT |
| HEBREW SENIOR LIFE | |||||||
| 1200 CENTRE STREET | BOSTON | MA | 02131 | 501(C)(3) | GENERAL FUNDING | $500 | |
| HORIZONS AT DEDHAM COUNTRY DAY | |||||||
| 90 SANDY VALLEY ROAD | DEDHAM | MA | 02026 | 501(C)(3) | GENERAL FUNDING | $5,000 | |
| HORIZONS FOR HOMELESS CHILDREN | |||||||
| 1705 COLUMBUS AVE | ROXBURY | MA | 02119 | 501(C)(3) | GENERAL FUNDING | $1,000 | |
| HUMAN RIGHTS FIRST | |||||||
| 333 SEVETH AVE 13TH FLOOR | NEW YORK | NY | 10001 | 501(C)(3) | GENERAL FUNDING | $5,000 | |
| INSTITUTE FOR JUSTICE AND DEMOCRACY IN HAITI | |||||||
| 666 DORCHESTER AVE | BOSTON | MA | 02027 | 501(C)(3) | GENERAL FUNDING | $25,000 | |
| IRISH INTERNATIONAL IMMIGRATION CENTER | |||||||
| 100 FRANKLIN ST LL-1 | BOSTON | MA | 02110 | 501(C)(3) | GENERAL FUNDING | $15,000 | |
| ISABELLA STEWART GARDNER MUSEUM | |||||||
| 280 THE FENWAY | BOSTON | MA | 02115 | 501(C)(3) | GENERAL FUNDING | $25,000 | |
| J STREET EDUCATION FUND INC | |||||||
| PO BOX 66073 | WASHINGTON | DC | 20035 | 501(C)(3) | GENERAL FUNDING | $100,000 | |
| MASSACHUSETTS BUDGET AND POLICY CENTER | |||||||
| 15 COURT STREET SUITE 700 | BOSTON | MA | 02108 | 501(C)(3) | GENERAL FUNDING | $10,000 | |
| MEDIA MATTERS FOR AMERICA | |||||||
| 455 MASSACHUSETTS AVE NW UNIT 600 | WASHINGTON | DC | 20010 | 501(C)(3) | GENERAL FUNDING | $25,000 | |
| MIL MILAGROS | |||||||
| 400 ATLANTIC AVENUE | BOSTON | MA | 02110 | 501(C)(3) | GENERAL FUNDING | $30,000 | |
| NEW ISRAEL FUND | |||||||
| 125 CAMBRIDGE PARK DRIVE SUITE 301 | CAMBRIDGE | MA | 02140 | 501(C)(3) | GENERAL FUNDING | $105,000 | |
| PUBLIC INTEREST PROJECTS | |||||||
| STATE INFRASTRUCTURE FUNDS 45 W36 | NEW YORK | NY | 10019 | 501(C)(3) | GENERAL FUNDING | $25,000 | ST 6TH FLOOR |
| SCHOLARS STRATEGY NETWORK | |||||||
| HARVARD UNIVERSITY CGIS KNAFEL BLDG | CAMBRIDGE | MA | 02138 | 501(C)(3) | GENERAL FUNDING | $10,000 | K427 1737 CAMBRIDGE ST |
| SHARING MY SONG | |||||||
| 31 FLETCHER AVE UNIT 8 | LEXINGTON | MA | 02420 | 501(C)(3) | GENERAL FUNDING | $500 | |
| STRATEGIES FOR CHILDREN INC | |||||||
| 400 ATLANTIC AVENUE | BOSTON | MA | 02110 | 501(C)(3) | GENERAL FUNDING | $15,000 | |
| THE PROVIDENCE PLAN | |||||||
| 10 DAVOL SQUARE SUITE 300 | PROVIDENCE | RI | 02903 | 501(C)(3) | GENERAL FUNDING | $1,000 | |
| THE UMBRELLA | |||||||
| 237 MAIN STREET | CONCORD | MA | 01742 | 501(C)(3) | GENERAL FUNDING | $25,000 | |
| UASPIRE | |||||||
| 1 MILK STREET | BOSTON | MA | 02109 | 501(C)(3) | GENERAL FUNDING | $5,000 | |
| UNITED FOR A FAIR ECONOMY | |||||||
| 1 MILK STREET 5TH FLOOR | BOSTON | MA | 02109 | 501(C)(3) | GENERAL FUNDING | $2,500 | |
| UNITED NATIONS ASSOC OF GREATER BOSTON | |||||||
| 10 WINTER PLACE | BOSTON | MA | 02108 | 501(C)(3) | GENERAL FUNDING | $2,500 | |
| VILLAGE HEALTH WORKS | |||||||
| 12 EAST 33RD STREET 4TH FLOOR | NEW YORK | NY | 10016 | 501(C)(3) | GENERAL FUNDING | $7,500 | |
| VOICES FOR PROGRESS ED FUNDTIDES | |||||||
| 1220 19TH STREET NW SUITE 205 | WASHINGTON | DC | 20036 | 501(C)(3) | GENERAL FUNDING | $10,000 | |
| WGBH | |||||||
| PO BOX 55875 | BOSTON | MA | 02205 | 501(C)(3) | GENERAL FUNDING | $5,000 | |
| WRITE BOSTON | |||||||
| 7 PALMER STREET | BOSTON | MA | 02119 | 501(C)(3) | GENERAL FUNDING | $15,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $811,600 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $49,146 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $135,085 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $184,231 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $184,231 | 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 |
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 | ARNOLD HIATT | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 ATLANTIC AVENUE | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $712,309 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 12,929 SHS T ROWE PRICE INSTL, 16,082 SHS WALTHAUSEN SMALL CAP | NoncashPropertyDesc |
| Fair Market Value | $712,309 | FairMarketValueAmt |
| Received | 2014-12-31 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $16,700 | Amt |
| Net Investment Income | $16,700 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | STATE STREET #1860 | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $831,857 | BookValueAmt |
| EOYFMV | $856,346 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL FEES | $3,806 | $0 | $3,806 |
| OFFICE EXPENSES | $3,087 | $0 | $3,087 |
| BANK FEES | $180 | $0 | $180 |
| MISC EXPENSE | $54 | $0 | $54 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MGMT FEES | CategoryTxt |
| Amt | $14,577 | Amt |
| Net Investment Income | $14,577 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MASSACHUSETTS FILING FEE | $250 | $0 | $250 |
| PAYROLL TAXES | $5,550 | $0 | $5,550 |
| FEDERAL TAXES | $33,896 | $0 | $0 |
| FOREIGN TAXES | $1,411 | $1,411 | $0 |
Comments