HTMF FOUNDATION TR UA: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- HTMF FOUNDATION TR UA (EIN 06-6438629)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-05-12
- IRS object ID
- 201511329349101301
- 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
- All Oth Prog Rltd Investments Sch
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Decreases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-12T08:03:08-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 043191789 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MORIARTY & PRIMACK PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE MONARCH PLACE STE 900 | AddressLine1Txt |
| City | SPRINGFIELD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 011444011 | 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 | 066438629 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HTMF FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HTMF | BusinessNameControlTxt |
| Phone | 3864457485 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7 AVENUE DE LA MER - UNIT 1006 | AddressLine1Txt |
| City | PALM COAST | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32137 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DONALD FRAHM | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8606799205 | PhoneNum |
| Signature | 2015-04-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DOUGLAS THEOBALD | PreparerPersonNm |
| PTIN | P00368792 | PTIN |
| Phone | 4137391800 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $423,531 | 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 | $202,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $5,614 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,614 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $10,801 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $170,766 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $10,801 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $218,415 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $16,415 | 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 |
| Accounting Fees Rev And Expnss | $2,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,667 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,667 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,667 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,667 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,000 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $195,524 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $195,524 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $199,191 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,667 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $196,524 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $19,224 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $13,748 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $2 | CashEOYAmt |
| Cash EOYFMV | $2 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $6,590 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,350 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,350 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $180,411 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $165,395 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $162,920 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $171,642 | CorporateStockBOYAmt |
| Corporate Stock EOY | $204,589 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $237,009 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $13,109 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $17,473 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $20,250 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $371,752 | TotalAssetsBOYAmt |
| Total Assets EOY | $390,809 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $423,531 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | -$50 | CapitalStockBOYAmt |
| Capital Stock EOY | -$217 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $371,802 | RetainedEarningBOYAmt |
| Retained Earning EOY | $391,026 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $371,752 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $390,809 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $371,752 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $390,809 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $371,752 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $19,224 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $390,976 | SubtotalAmt |
| Other Decreases | $167 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $390,809 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (27 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 427.342 SHARES DELAWARE EMERGING MKTS FUNDS | P | 2013-01-01 | 2014-01-09 | $6,841 | $6,342 | $499 | $499 |
| 188 SHARES ISHARES MSCI EMERGING MARKETS ETF | P | 2014-01-01 | 2014-01-13 | $7,506 | $8,259 | -$753 | -$753 |
| 9 SHARES SPDR S&P 500 ETF TR | P | 2014-01-01 | 2014-01-13 | $1,651 | $1,366 | $285 | $285 |
| 213 SHARES ISHARES MSCI EMERGING MARKETS | P | 2013-01-01 | 2014-01-22 | $8,519 | $9,313 | -$794 | -$794 |
| 54.840 SHARES COLUMBIA ACORN FUND CLASS Z | P | 2013-01-01 | 2014-02-12 | $2,000 | $1,667 | $333 | $333 |
| 557.724 SHARES COLUMBIA DIVIDENDS INCOME FUND | P | 2013-01-01 | 2014-02-12 | $10,000 | $8,728 | $1,272 | $1,272 |
| 152.827 SHARES COLUMBIA SMALL CAP CORE FUND | P | 2013-01-01 | 2014-02-12 | $3,000 | $2,473 | $527 | $527 |
| 2,275.313 SHARES COLUMBIA BOND FUND | P | 2013-01-01 | 2014-02-12 | $20,000 | $21,616 | -$1,616 | -$1,616 |
| 5,319.149 SHARES COLUMBIA US GOVT MTG FUND | P | 2013-01-01 | 2014-02-12 | $28,830 | $30,000 | -$1,170 | -$1,170 |
| 522.919 SHARES MFS EMERGING MKTS DEBT FUND | P | 2013-01-01 | 2014-02-12 | $7,582 | $8,500 | -$918 | -$918 |
| 327.690 SHARES TOUCHSTONE SANDS CAP SELECT | P | 2013-01-01 | 2014-02-12 | $6,000 | $4,221 | $1,779 | $1,779 |
| 25 SHARES SPDR S&P 500 ETF TR | P | 2013-01-01 | 2014-02-14 | $4,518 | $3,796 | $722 | $722 |
| 501.002 SHARES COLUMBIA SHORT TERM BOND FUND | P | 2013-01-01 | 2014-04-29 | $5,000 | $5,010 | -$10 | -$10 |
| 483.351 SHARES COLUMBIA DIVIDENDS INCOME FUND | P | 2013-01-01 | 2014-04-29 | $9,000 | $7,130 | $1,870 | $1,870 |
| 790.960 SHARES COLUMBIA BOND FUND CLASS Z | P | 2013-01-01 | 2014-04-29 | $7,000 | $7,514 | -$514 | -$514 |
| 50 SHARES VANGUARD REIT | P | 2013-01-01 | 2014-05-01 | $3,622 | $3,235 | $387 | $387 |
| 55.757 SHARES COLUMBIA ACORN FUND CLASS Z | P | 2013-01-01 | 2014-05-16 | $2,000 | $1,695 | $305 | $305 |
| 63.432 SHARES ARTISAN INTERNATIONAL FUND | P | 2013-01-01 | 2014-07-01 | $2,000 | $1,560 | $440 | $440 |
| 40.858 SHARES COLUMBIA ACORN INTERNATIONAL FUND | P | 2013-01-01 | 2014-07-01 | $2,000 | $1,668 | $332 | $332 |
| 501.002 SHARES COLUMBIA SHORT TERM BOND FUND | P | 2013-01-01 | 2014-07-01 | $5,000 | $5,010 | -$10 | -$10 |
| 155.763 SHARES COLUMBIA DIVIDEND INCOME FUND | P | 2013-01-01 | 2014-07-01 | $3,000 | $2,269 | $731 | $731 |
| 142.789 SHARES COLUMBIA SMALL CAP CORE FUND | P | 2013-01-01 | 2014-07-01 | $3,000 | $2,310 | $690 | $690 |
| 223.714 SHARES COLUMBIA BOND FUND CLASS Z | P | 2013-01-01 | 2014-07-01 | $2,000 | $2,125 | -$125 | -$125 |
| 165.746 SHARES TOUCHTONE SANDS CAP SELECT | P | 2013-01-01 | 2014-07-01 | $3,000 | $2,135 | $865 | $865 |
| 1,028.656 SHARES COLUMBIA SHORT TERM BOND FUND CLASS Z | P | 2013-01-01 | 2014-09-25 | $10,235 | $10,235 | $0 | $0 |
| 43.802 SHARES COLUMBIA ACORN INTL FUND CLASS Z | P | 2013-01-01 | 2014-02-12 | $2,000 | $1,788 | $212 | $212 |
| CAPITAL GAINS DIVIDENDS | P | $5,462 | $5,462 | $5,462 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $10,801 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $56,175 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $405,515 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.138528 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $85,567 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $251,808 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.339810 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $61,527 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $124,405 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.494570 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $87,816 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $145,968 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.601611 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $58,531 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $146,243 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.400231 | DistributionYr5Rt |
| Total Distribution | 1.974750 | TotalDistributionRt |
| Average Distribution | 0.394950 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $407,445 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $160,920 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $137 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $161,057 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $196,524 | 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 | $137 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $137 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $137 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $167 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $167 | TotalPaymentsAndCreditsAmt |
| Overpayment | $30 | OverpaymentAmt |
| Applied To ES Tax | $30 | 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 | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | 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 | DONALD FRAHM | IndividualWithBooksNm |
| Phone | 3864457485 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7 AVENUE DE LA MER - UNIT 1006 | AddressLine1Txt |
| City | PALM COAST | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32137 | 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| DONALD FRAHM | ||||||||
| 145 DEERCLIFF RD | AVON | CT | 06001 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| JEAN P FRAHM | ||||||||
| 145 DEERCLIFF RD | AVON | CT | 06001 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| HEATHER E FRAHM | ||||||||
| 440 WALCOTT | NEWTON | MA | 01890 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| TIMOTHY J FRAHM | ||||||||
| 2 ELM ST | AUBURNDALE | MA | 01890 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| MARK R FRAHM | ||||||||
| 30 HANCOCK ST | WINCHESTER | MA | 01890 | TRUSTEE | 0.00 | $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 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $408,680 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,970 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $413,650 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $413,650 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $6,205 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $407,445 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $20,372 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $20,372 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $137 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $137 | TotalTaxAmt |
| Distributable Before Adj | $20,235 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $20,235 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $20,235 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $196,524 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $196,524 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $137 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $196,387 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $20,235 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $51,331 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $81,136 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $55,603 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $73,264 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $36,116 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $297,450 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $196,524 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $20,235 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $176,289 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $473,739 | 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 | $51,331 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $422,408 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $81,136 | ExcessFromYear4Amt |
| Excess From Year3 | $55,603 | ExcessFromYear3Amt |
| Excess From Year2 | $73,264 | ExcessFromYear2Amt |
| Excess From Year1 | $36,116 | ExcessFromYear1Amt |
| Excess From Current Year | $176,289 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DONALD FRAHM | ContributingManagerNm |
| Shareholder Manager | DONALD FRAHM | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (26 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACERA SCHOOL OF WINCHESTER | |||||||
| 5 LOWELL AVENUE | WINCHESTER | MA | 01890 | N/A | PUBLIC CHARITIES | GENERAL FUND | $10,000 |
| AMERICAN HEART ASSOCIATION | |||||||
| 54 WAYSIDE AVENUE C | WEST SPRINGFIELD | MA | 01089 | N/A | PUBLIC CHARITIES | GENERAL FUND | $300 |
| BOSTON LATIN SCHOOL ANNUAL FUND | |||||||
| 78 AVENUE LOUIS PASTEUR | BOSTON | MA | 02115 | N/A | PUBLIC CHARITIES | GENERAL FUND | $1,000 |
| CAPE COD CARES FOR OUR TROOPS | |||||||
| PO BOX 1444 | HARWICH | MA | 02645 | N/A | PUBLIC CHARITIES | GENERAL FUND | $5,000 |
| CHILD FUND | |||||||
| 2821 EMERYWOOD PARKWAY | RICHMOND | VA | 23294 | N/A | PUBLIC CHARITIES | GENERAL FUND | $10,000 |
| CONNECTICUT CHILDREN MEDICAL CENTER | |||||||
| 282 WASHINGTON STREET | HARTFORD | CT | 06106 | N/A | PUBLIC CHARITIES | GENERAL FUND | $500 |
| DINING FOR WOMEN | |||||||
| PO BOX 25633 | GREENVILLE | SC | 29616 | N/A | PUBLIC CHARITIES | GENERAL FUND | $10,000 |
| DOCTORS WITHOUT BORDERS | |||||||
| 333 7TH AVENUE | NEW YORK | NY | 10001 | N/A | PUBLIC CHARITIES | GENERAL FUND | $10,000 |
| DONOR GIVING | |||||||
| 312 SUTTER STREET SUITE 410 | SAN FRANCISCO | CA | 94108 | N/A | PUBLIC CHARITIES | GENERAL FUND | $500 |
| HARTFORD HOSPITAL | |||||||
| 80 SEYMORE STREET | HARTFORD | CT | 06102 | N/A | PUBLIC CHARITIES | GENERAL FUND | $6,000 |
| IOANNA C MOORE FOUNDATION | |||||||
| 24 CENTRAL PARK S APT 9W | NEW YORK | NY | 10019 | N/A | PUBLIC CHARITIES | GENERAL FUND | $500 |
| MARINE CORPS HERITAGE FUND | |||||||
| 3800 FETTLER PARK DRIVE SUITE 104 | DUMFRIES | VA | 22025 | N/A | PUBLIC CHARITIES | GENERAL FUND | $700 |
| MASSACHUSETTS GENERAL HOSPITAL | |||||||
| 40 2ND AVENUE | WALTHAM | MA | 02451 | N/A | PUBLIC CHARITIES | GENERAL FUND | $5,000 |
| MISCELLANEOUS CHARITIES 250 OR LESS | |||||||
| N/A | NA | MA | 12345 | N/A | PUBLIC CHARITIES | GENERAL FUND | $6,224 |
| SCHOOL OF MUSEUM OF FINE ARTS | |||||||
| 230 FENWAY | BOSTON | MA | 02115 | N/A | PUBLIC CHARITIES | GENERAL FUND | $1,500 |
| SHRINERS HOSPITALS FOR CHILDREN | |||||||
| 2900 ROCKY POINT DRIVE | TAMPA | FL | 33607 | N/A | PUBLIC CHARITIES | GENERAL FUND | $10,000 |
| SIGMA CHI FOUNDATION | |||||||
| 1714 HINMAN AVE | EVANSTON | IL | 60201 | N/A | PUBLIC CHARITIES | GENERAL FUND | $5,000 |
| SILVER BAY YMCA OF ADIRONDACKS | |||||||
| 87 SILVER BAY ROAD | SILVER BAY | NY | 12874 | N/A | PUBLIC CHARITIES | GENERAL FUND | $5,000 |
| THE MARINE CORPS HERITAGE FOUNDATION | |||||||
| 3800 FETTLER PARK DRIVE SUITE 104 | DUMFRIES | VA | 22025 | N/A | PUBLIC CHARITIES | GENERAL FUND | $300 |
| THE MEADOWBROOK SCHOOL | |||||||
| 1641 HAMPTON ROAD | MEADOWBROOK | PA | 19046 | N/A | PUBLIC CHARITIES | GENERAL FUND | $10,000 |
| THE SALVATION ARMY | |||||||
| 1235 FARMINGTON AVE | BRISTOL | CT | 06010 | N/A | PUBLIC CHARITIES | GENERAL FUND | $10,500 |
| UNIVERSITY OF HARTFORD | |||||||
| 200 BLOOMFIELD AVE | WEST HARTFORD | CT | 06117 | N/A | PUBLIC CHARITIES | GENERAL FUND | $2,500 |
| WASHINGTON UNIVERSITY | |||||||
| ONE BROOKINGS DRIVE | ST LOUIS | MO | 63130 | N/A | PUBLIC CHARITIES | GENERAL FUND | $10,000 |
| WEST AVON CONGREGATIONAL CHURCH | |||||||
| 280 COUNTRY CLUB ROAD | AVON | CT | 06001 | N/A | PUBLIC CHARITIES | GENERAL FUND | $50,000 |
| WESTMINISTER SCHOOL | |||||||
| 995 HOPMEADOW STREET | SIMSBURY | CT | 06070 | N/A | PUBLIC CHARITIES | GENERAL FUND | $20,000 |
| WOUNDED WARRIOR PROJECT | |||||||
| 4899 BELFORT ROAD SUITE 300 | JACKSONVILLE | FL | 32256 | N/A | PUBLIC CHARITIES | GENERAL FUND | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $195,524 | 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 | $5,614 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $10,801 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $16,415 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $16,415 | 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 | DONALD FRAHM | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7 AVENUE DE LA MER - UNIT 1006 | AddressLine1Txt |
| City | PALM COAST | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32137 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $202,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,000 | Amt |
| Net Investment Income | $1,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,000 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
| Amt | $0 | Amt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITIES | StockNm |
| EOY Book Value | $204,589 | EOYBookValueAmt |
| EOYFMV | $237,009 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $165,395 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $162,920 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | REAL ESTATE | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $17,473 | BookValueAmt |
| EOYFMV | $20,250 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENT TO TAX COST | Desc |
| Amt | $167 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $1,667 | Amt |
| Net Investment Income | $1,667 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |