ROGER MAND MICHELLE S MARINO CHAR FOUN: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- ROGER MAND MICHELLE S MARINO CHAR FOUN (EIN 04-6773605)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-11-11
- IRS object ID
- 201513159349100106
- 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
- Distribution From Corpus Election
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-11-11T07:29:12-06:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 205972245 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARGENT WEALTH MANAGEMENT LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 404 WYMAN STREET SUITE 375 | AddressLine1Txt |
| City | WALTHAM | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02451 | 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 | 046773605 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROGER MAND MICHELLE S MARINO CHAR FOUN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROGE | BusinessNameControlTxt |
| Phone | 7818941117 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 254 WESTFIELD STREET | AddressLine1Txt |
| City | DEDHAM | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02026 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROGER M MARINO | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 7818941117 | PhoneNum |
| Signature | 2015-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID M DUCHESNEAU | PreparerPersonNm |
| PTIN | P00955846 | PTIN |
| Phone | 7812904900 | PhoneNum |
| Preparation | 2015-11-09 | 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 | $3,141,522 | 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 | $62,076 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $62,076 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $331,256 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $953,549 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $331,256 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,637 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $394,969 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $393,332 | 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 | $44,346 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $18,346 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $26,000 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $9,500 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $9,500 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $5,852 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,852 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $34,648 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $34,648 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $94,346 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $68,346 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $26,000 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $264,253 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $264,253 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $358,599 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $68,346 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $290,253 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $36,370 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $324,986 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $396,142 | CashBOYAmt |
| Cash EOY | $339,558 | CashEOYAmt |
| Cash EOYFMV | $338,558 | CashEOYFMVAmt |
| Corporate Stock BOY | $1,455,336 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,548,290 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,157,056 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $645,908 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $645,908 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $645,908 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $4,483 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $4,483 | LandBldgEquipAccumDeprecAmt |
| Total Assets BOY | $2,497,386 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,533,756 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,141,522 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $2,497,386 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,533,756 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,497,386 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,533,756 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,497,386 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,533,756 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,497,386 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $36,370 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,533,756 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,533,756 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| SCHWAB PORTFOLIO 7127-6766 | P | 2014-01-01 | 2014-12-31 | $14,666 | $13,754 | $912 | $912 |
| SCHWAB PORTFOLIO 7127-6766 | P | 2000-01-01 | 2014-12-31 | $172,695 | $93,832 | $78,863 | $78,863 |
| SCHWAB PORTFOLIO 9050-1460 | P | 2014-01-01 | 2014-12-31 | $207,167 | $204,184 | $2,983 | $2,983 |
| SCHWAB PORTFOLIO 9050-1460 | P | 2000-01-01 | 2014-12-31 | $558,754 | $310,523 | $248,231 | $248,231 |
| SCHWAB PORTFOLIO CAPITAL GAIN DISTRIBUTION | P | 2000-01-01 | 2014-12-31 | $267 | $267 | $267 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $331,256 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $408,305 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,220,814 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.183854 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $334,350 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,218,801 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.150689 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $263,800 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,075,600 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.085772 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $313,325 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,159,096 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.099182 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $242,050 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,921,729 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.049180 | DistributionYr5Rt |
| Total Distribution | 0.568677 | TotalDistributionRt |
| Average Distribution | 0.113735 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,516,333 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $286,195 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,250 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $289,445 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $290,253 | 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 | $3,250 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,250 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,250 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,161 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $7,161 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $3,911 | OverpaymentAmt |
| Applied To ES Tax | $3,911 | 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 | 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 | ARGENT WEALTH MANAGEMENT LLC | IndividualWithBooksNm |
| Phone | 7812904900 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 404 WYMAN STREET | AddressLine1Txt |
| City | WALTHAM | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02453 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| MICHELLE S MARINO | ||||||||
| 254 WESTFIELD STREET | DEDHAM | MA | 02026 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| ROGER M MARINO | ||||||||
| 254 WESTFIELD STREET | DEDHAM | MA | 02026 | 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 |
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 | $2,167,289 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $387,364 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,554,653 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,554,653 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $38,320 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,516,333 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $125,817 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $125,817 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,250 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,250 | TotalTaxAmt |
| Distributable Before Adj | $122,567 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $122,567 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $122,567 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $290,253 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $290,253 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $3,250 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $287,003 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $122,567 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $242,050 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $313,325 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $263,800 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $334,350 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $412,395 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,565,920 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $290,253 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $290,253 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $0 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $122,567 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $122,567 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,733,606 | 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 | $119,483 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,614,123 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $313,325 | ExcessFromYear4Amt |
| Excess From Year3 | $263,800 | ExcessFromYear3Amt |
| Excess From Year2 | $334,350 | ExcessFromYear2Amt |
| Excess From Year1 | $412,395 | ExcessFromYear1Amt |
| Excess From Current Year | $290,253 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MICHELLE S MARINO | ContributingManagerNm |
| Contributing Manager | ROGER M MARINO | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (45 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ADDOPT A CLASSROOM | |||||||
| 110 NORTH STREET | MINNEAPOLIS | MN | 55403 | NONE | EXEMPT | TO SUPPORT EDUCATION | $103 |
| BEST BUDDIES | |||||||
| 45 BROOMFIELD STREET | BOSTON | MA | 02108 | NONE | EXEMPT | TO SUPPORT THE COMMUNITY | $500 |
| BLOCK ISLAND CONSERVERTORY INC | |||||||
| 25 SPRING | BLOCK ISLAND | RI | 02807 | NONE | EXEMPT | TO SUPPORT THE COMMUNITY | $500 |
| BOSTON FOUNDATION FOR SIGHT | |||||||
| 464 HILLSIDE AVENUE 205 | NEEDHAM | MA | 02494 | NONE | EXEMPT | TO SUPPORT RESEARCH | $1,100 |
| CHILDREN'S HOSPITAL BOSTON | |||||||
| 319 LONGWOOD AVE | BOSTON | MA | 02118 | NONE | EXEMPT | TO SUPPORT THE COMMUNITY | $7,500 |
| CROSSROADS FOR KIDS | |||||||
| 742 KEENE STREET | DUXBURY | MA | 02332 | NONE | EXEMPT | TO SUPPORT THE COMMUNITY | $6,000 |
| DANA FARBER CANCER INSTITUTE | |||||||
| 375 LONGWOOD AVENUE | BOSTON | MA | 02115 | NONE | EXEMPT | TO SUPPORT CANCER RESEARCH | $25,000 |
| DEDHAM CIVIC PRIDE | |||||||
| 202 BONHAM ROAD | DEDHAM | MA | 02026 | NONE | EXEMPT | TO SUPPORT THE COMMUNITY | $250 |
| DEDHAM HISTORICAL SOCIETY | |||||||
| 612 HIGH STREET | DEDHAM | MA | 02026 | NONE | EXEMPT | TO SUPPORT THE COMMUNITY | $300 |
| DEDHAM SQUARE CIRCLE | |||||||
| P O BOX 593 | DEDHAM | MA | 02027 | NONE | EXEMPT | TO SUPPORT THE COMMUNITY | $250 |
| ESSCO - MGH BREAST CANCER RESEARCH | |||||||
| 55 FRUIT STREET | BOSTON | MA | 02114 | NONE | EXEMPT | TO SUPPORT RESEARCH | $1,000 |
| FAMILY SERVICES OF GREATER BOSTON | |||||||
| 31 HEATH STREET | JAMAICA PLAIN | MA | 02130 | NONE | EXEMPT | TO SUPPORT THE COMMUNITY | $2,000 |
| JHAMTSE INTERNATIONAL | |||||||
| 25 DUGGAN ROAD | ACTON | MA | 01720 | NONE | EXEMPT | TO SUPPORT HUMANITARIAN NEEDS | $11,000 |
| NEWTON WELLESLEY HOSPITAL | |||||||
| 2014 WASHINGTON STREET | NEWTON | MA | 02462 | NONE | EXEMPT | TO SUPPORT THE COMMUNITY | $16,000 |
| NORTHEASTERN UNIVERSITY | |||||||
| 360 HUNTINGTON AVE | BOSTON | MA | 02115 | NONE | EXEMPT | TO SUPPORT EDUCATIONAL NEEDS | $1,000 |
| PINE STREET INN | |||||||
| 444 HARRISON AVE | BOSTON | MA | 02118 | NONE | EXEMPT | TO SUPPORT THE COMMUNITY | $500 |
| PROJECT STRETCH INC | |||||||
| 230 POND STREET | NATICK | MA | 01760 | NONE | EXEMPT | TO ASSIST THE COMMUNITY | $3,000 |
| REVERE HIGH SCHOOL | |||||||
| 101 SCHOOL STREET | REVERE | MA | 02151 | NONE | EXEMPT | TO SUPPORT EDUCATIONAL NEEDS | $15,000 |
| ROSIES PLACE | |||||||
| 889 HARRISON AVE | BOSTON | MA | 02118 | NONE | EXEMPT | TO SUPPORT THE COMMUNITY | $250 |
| SCHOOL YEAR ABROAD | |||||||
| 430 SOUTH UNION STREET | LAWRENCE | MA | 01843 | NONE | EXEMPT | TO SUPPORT THE COMMUNITY | $5,000 |
| SUMMIT MONTESSORI SCHOOL | |||||||
| 283 PLEASANT STREET | FRAMINGHAM | MA | 01701 | NONE | EXEMPT | TO SUPPORT EDUCATIONAL NEEDS | $60,500 |
| THE BINA FARM | |||||||
| 66 CHARLES STREET | BOSTON | MA | 02144 | NONE | EXEMPT | TO SUPPORT THE COMMUNITY | $250 |
| THE HUNDRED CLUB OF MASS INC | |||||||
| 17 GLOUCESTER STREET | BOSTON | MA | 02115 | NONE | EXEMPT | TO SUPPORT THE COMMUNITY | $250 |
| THE IMMIGRANT LEARNING CENTER | |||||||
| 442 MAIN STREET | MALDEN | MA | 01248 | NONE | EXEMPT | TO SUPPORT THE COMMUNITY | $500 |
| THE JOEY FUND CYSTIC FIBROSIS FUND | |||||||
| 220 N MAIL STREET | NATICK | MA | 01760 | NONE | EXEMPT | TO SUPPORT RESEARCH | $1,000 |
| TUFTS - NEW ENGLAND MEDICAL | |||||||
| 750 WASHINGTON STREET | BOSTON | MA | 02111 | NONE | EXEMPT | TO SUPPORT RESEARCH | $87,500 |
| WOUNDED WARRIOR PROJECT | |||||||
| 150 CAMBRIDGE PARK DR | CAMBRIDGE | MA | 02140 | NONE | EXEMPT | TO SUPPORT THE COMMUNITY | $5,000 |
| CRICKET CREEK FARM | |||||||
| 3525 W PETERSON AVE STE 213 | CHICAGO | IL | 60659 | NONE | EXEMPT | TO SUPPORT THE COMMUNITY | $1,000 |
| 209 FUND | |||||||
| 75 PLEASANT ST | MALDEN | MA | 02148 | NONE | EXEMPT | TO SUPPORT RESEARCH | $2,000 |
| BLOCK ISLAND MARITIME INSTITUTE | |||||||
| P O BOX 358 | BLOCK ISLAND | RI | 02807 | NONE | EXEMPT | TO SUPPORT EDUCATIONAL NEEDS | $100 |
| ANDOVER SCHOOL OF MONTESSORI | |||||||
| 400 SOUTH MAIN STREET | ANDOVER | MA | 01810 | NONE | EXEMPT | TO SUPPORT EDUCATIONAL NEEDS | $1,000 |
| ARTHRITIS FOUNDATION NEW ENGLAND | |||||||
| 290 CRAFTS STREET | NEWTON | MA | 02498 | NONE | EXEMPT | TO SUPPORT RESEARCH | $750 |
| SCHULTZ'S GUEST HOUSE | |||||||
| 302 FIFTH AVE 11TH FL | NEW YORK | NY | 10001 | NONE | EXEMPT | TO SUPPORT THE COMMUNITY | $5,000 |
| SIPPEWISSETT ASSOCIATION | |||||||
| P O BOX 501 | FALMOUTH | MA | 02541 | NONE | EXEMPT | TO SUPPORT THE COMMUNITY | $250 |
| COPS FOR KIDS WITH CANCER | |||||||
| P O BOX 850956 | BRAINTREE | MA | 02185 | NONE | EXEMPT | TO SUPPORT RESEARCH | $1,000 |
| TRUSTEES OF RESERVATIONS | |||||||
| 572 ESSEX STREET | BEVERLY | MA | 01915 | NONE | EXEMPT | TO SUPPORT THE COMMUNITY | $1,000 |
| AMERICAN FOREST FOUNDATION | |||||||
| 2000 M STREET | WASHINGTON | DC | 20036 | NONE | EXEMPT | TO SUPPORT CONSERVATION | $100 |
| POLLINATOR PARTNERSHIP | |||||||
| 423 WASHINGTON STREET | SAN FRANCISCO | CA | 94110 | NONE | EXEMPT | TO SUPPORT THE COMMUNITY | $100 |
| BOOKS FOR AFRICA | |||||||
| 253 E 4TH STREET | ST PAUL | MN | 55101 | NONE | EXEMPT | TO SUPPORT EDUCATIONAL NEEDS | $100 |
| YEAR UP | |||||||
| 45 MILK STREET | BOSTON | MA | 02109 | NONE | EXEMPT | TO SUPPORT THE COMMUNITY | $100 |
| YELLOW STONE TO YUKON CONSERVATION INITIATIVE | |||||||
| BOX 157 | BOZEMAN | MT | 59771 | NONE | EXEMPT | TO SUPPORT CONSERVATION | $100 |
| PUBLICOLOR | |||||||
| 49 MADISON AVENUE | NEW YORK | NY | 10016 | NONE | EXEMPT | TO SUPPORT THE COMMUNITY | $100 |
| CHALLENGED ATHLETES FOUNDATION | |||||||
| 9591 WAPLES STREET | SAN DIEGO | CA | 92121 | NONE | EXEMPT | TO SUPPORT THE COMMUNITY | $100 |
| BELL | |||||||
| 60 CLAYTON STREET | DORCESTER | MA | 02122 | NONE | EXEMPT | TO SUPPORT THE COMMUNITY | $100 |
| ONE ACRE FUND | |||||||
| 1742 TATUM STREET | FALCON HEIGHTS | MN | 55113 | NONE | EXEMPT | TO SUPPORT CONSERVATION | $100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $264,253 | 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 | $62,076 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $1,637 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $331,256 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NON DIVIDEND DISTRIBUTION | Desc |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $393,332 | ExclusionAmt |
| Related Or Exempt Function Incm | $1,637 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $394,969 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 7 | LineNumberTxt |
| Relationship Statement | NON DIVIDEND DISTRIBUTIONS | RelationshipStatementTxt |
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 |
Distribution From Corpus Election DistributionFromCorpusElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | PURSUANT TO IRC SECTION 4942(H)(2) AND REGULATION 53.4942(A)-3(D)(2),THE FOUNDATION HEREBY ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF CORPUS. | ElectionDesc |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SCHWAB INVESTMENT PORTFOLIO | StockNm |
| EOY Book Value | $1,548,290 | EOYBookValueAmt |
| EOYFMV | $2,157,056 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | PEARL DANFORTH | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $645,908 | BookValueAmt |
| EOYFMV | $645,908 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL PROCESSING FEES | $2,634 | $2,634 | $0 |
| INVESTMENT FEES | $30,487 | $30,487 | $0 |
| ANNUAL REPORT | $125 | $125 | $0 |
| BANK FEES | $1,068 | $1,068 | $0 |
| OFFICE EXPENSES | $334 | $334 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NON DIVIDEND DISTRIBUTIONS | Desc |
| Revenue And Expenses Per Books | $1,637 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION | CategoryTxt |
| Amt | $9,500 | Amt |
| Net Investment Income | $9,500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $2,360 | $2,360 | $0 |
| PAYROLL TAXES | $3,492 | $3,492 | $0 |
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