CAROLYN K TRIBE FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- CAROLYN K TRIBE FOUNDATION (EIN 27-6595079)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-08-06
- IRS object ID
- 201512189349100101
- 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
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-08-06T07:09:56-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042433152 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREENE RUBIN MILLER AND PACINO CPAS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1340 SOLDIERS FIELD ROAD | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02135 | 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 | 276595079 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CAROLYN K TRIBE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CARO | BusinessNameControlTxt |
| Phone | 6172544422 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O GRMP 1340 SOLDIERS FIELD ROAD | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02135 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CAROLYN K TRIBE | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6172544422 | PhoneNum |
| Signature | 2015-08-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PETER ANDERSON | PreparerPersonNm |
| PTIN | P00463471 | PTIN |
| Phone | 6172544422 | PhoneNum |
| 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 | $498,326 | 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 |
| Dividends Rev And Expnss | $9,519 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $9,519 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $53,898 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $207,709 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $53,898 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $63,417 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $63,417 | 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 |
| Other Prof Fees Rev And Expnss | $3,712 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,229 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | -$183 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,758 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $7,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $7,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $11,758 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $7,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $51,659 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $63,417 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $406 | CashBOYAmt |
| Cash EOY | $2,365 | CashEOYAmt |
| Cash EOYFMV | $2,365 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $110,724 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $26,457 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $26,457 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $282 | AcctRcvblAmt |
| Acct Rcvbl BOY | $143 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $282 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $282 | AcctRcvblEOYFMVAmt |
| Other Investments BOY | $283,004 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $416,832 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $469,222 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $394,277 | TotalAssetsBOYAmt |
| Total Assets EOY | $445,936 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $498,326 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $394,277 | RetainedEarningBOYAmt |
| Retained Earning EOY | $445,936 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $394,277 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $445,936 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $394,277 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $445,936 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $394,277 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $51,659 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $445,936 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $445,936 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (18 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| COLUMBIA FDS SER TR STRATEGIC | P | 2014-03-05 | 2014-10-21 | $40,133 | $40,000 | $133 | $133 |
| IVY ASSET STRATEGY FUND | P | 2014-03-05 | 2014-09-26 | $12,500 | $13,259 | -$759 | -$759 |
| ARTIO GLOBAL HIGH INCOME FUND | P | 2009-07-28 | 2014-03-05 | $4,114 | $3,670 | $444 | $444 |
| ARTIO GLOBAL HIGH INCOME FUND | P | 2009-08-17 | 2014-03-05 | $3,875 | $3,529 | $346 | $346 |
| COLUMBIA ACORN TR FD | P | 2012-04-20 | 2014-03-05 | $50,000 | $40,590 | $9,410 | $9,410 |
| COLUMBIA FDS SER TR SMALL CAP | P | 2009-08-17 | 2014-03-05 | $5,205 | $3,395 | $1,810 | $1,810 |
| COLUMBIA FDS SER TR SMALL CAP | P | 2009-07-27 | 2014-03-05 | $9,900 | $6,473 | $3,427 | $3,427 |
| COLUMBIA FDS SER TR SMALL CAP | P | 2006-08-23 | 2014-03-05 | $1,909 | $1,599 | $310 | $310 |
| COLUMBIA FDS SER TR SMALL CAP | P | 2009-07-27 | 2014-03-05 | $5,047 | $4,630 | $417 | $417 |
| COLUMBIA FDS SER TR SMALL CAP | P | 2006-12-11 | 2014-03-05 | $224 | $182 | $42 | $42 |
| COLUMBIA FDS SER TR SMALL CAP | P | 2007-01-03 | 2014-03-05 | $5,924 | $4,750 | $1,174 | $1,174 |
| COLUMBIA FDS SER TR SMALL CAP | P | 2006-12-11 | 2014-03-05 | $734 | $597 | $137 | $137 |
| NATIXIX FDS TR AEW REAL ESTATE | P | 2009-08-17 | 2014-03-05 | $2,805 | $1,824 | $981 | $981 |
| PIMCO TOTAL RETURN FUND | P | 2009-08-17 | 2014-03-05 | $22,360 | $22,001 | $359 | $359 |
| PIMCO COMMODITY REAL RETURN | P | 2009-08-17 | 2014-03-05 | $2,960 | $3,672 | -$712 | -$712 |
| PIMCO FDS DEV LCL MKTS | P | 2009-08-17 | 2014-03-05 | $1,894 | $1,798 | $96 | $96 |
| PIMCO FDS DEV LCL MKTS | P | 2009-07-28 | 2014-03-05 | $1,946 | $1,842 | $104 | $104 |
| CAPITAL GAINS DIVIDENDS | P | $36,179 | $36,179 | $36,179 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $53,898 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $25,500 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $454,089 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.056156 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $26,416 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $416,106 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.063484 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $15,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $425,456 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.035256 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $22,257 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $427,513 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.052062 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $32,565 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $370,233 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.087958 | DistributionYr5Rt |
| Total Distribution | 0.294916 | TotalDistributionRt |
| Average Distribution | 0.058983 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $485,762 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $28,652 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $634 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $29,286 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $7,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,268 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,268 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,268 | TaxBasedOnInvestmentIncomeAmt |
| Applied To Es Tax | $2,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $2,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $23 | EsPenaltyAmt |
| Overpayment | $709 | OverpaymentAmt |
| Applied To ES Tax | $709 | 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 | 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 |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PETER O ANDERSON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6172544422 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1340 SOLDIERS FIELD ROAD | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02135 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CAROLYN K TRIBE | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5 ASH STREET | AddressLine1Txt |
| City | CAMBRIDGE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02138 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0.00 | 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 |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $490,557 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,390 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $212 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $493,159 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $493,159 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $7,397 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $485,762 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $24,288 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $24,288 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,268 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,268 | TotalTaxAmt |
| Distributable Before Adj | $23,020 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $23,020 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $23,020 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $7,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $7,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $7,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $23,020 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $1,832 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,832 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $7,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $7,000 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $1,832 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $1,832 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $14,188 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BRIGHAM AND WOMEN'S HOSPITAL | ||||||
| 116 HUNTINGTON AVENUE | BOSTON | MA | 02116 | 501(C)3 | SUPPORT FOR PROVIDING QUALITY MEDICAL CARE IN BOSTON | $2,000 |
| DAHLIA HEIGHTS ELEMENTARY PTA | ||||||
| 5063 FLORISTAN AVENUE | LOS ANGELES | CA | 90041 | 501(C)3 | SUPPORT OF SCHOOL GARDEN PROJECT | $2,500 |
| NORTH EAST TREES | ||||||
| 570 W AVENUE 26 200 | LOS ANGELES | CA | 90065 | 501(C)3 | SUPPORT OF CHARITABLE ENVIRONMENTAL PROJECTSCHARITABLECHARITABLE | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $7,000 | 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 | $9,519 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $53,898 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $63,417 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $63,417 | 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 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| EQUITY MUTUAL FUNDS | AT COST | $266,035 | $318,791 |
| FIXED INCOME MUTUAL FUNDS | AT COST | $121,377 | $124,026 |
| ALTERNATIVE INVESTMENT FUNDS - RE | AT COST | $29,420 | $26,405 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD BASIS ADJUSTMENT | Desc |
| Revenue And Expenses Per Books | -$183 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $3,712 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $186 | $0 | $0 |
| ANNUAL REPORT FEE | $35 | $0 | $0 |
| FORM 990-PF | $1,008 | $0 | $0 |
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