DMR FAMILY FOUNDATION INC: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- DMR FAMILY FOUNDATION INC (EIN 20-0380136)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-02-27
- IRS object ID
- 201520589349100107
- 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 Corp Bonds Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-02-27T15:38:13-06:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 043296226 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DICICCO GULMAN & COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 PRESIDENTIAL WAY SUITE 510 | AddressLine1Txt |
| City | WOBURN | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01801 | 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 | 200380136 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DMR FAMILY FOUNDATION INC FKA JDR | BusinessNameLine1Txt |
| Business Name Line2 | CHARITABLE FOUNDATION INC C/O SRH LLC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DMRF | BusinessNameControlTxt |
| Phone | 7814496650 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1215 CHESTNUT STREET | AddressLine1Txt |
| City | NEWTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02464 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT CASEY | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 7814496650 | PhoneNum |
| Signature | 2015-02-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DARLENE JARVIS CPA | PreparerPersonNm |
| PTIN | P01403414 | PTIN |
| Phone | 7819375300 | 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 | $622,575 | 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 | $6,500 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $10,403 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $10,403 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $23,741 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,277,061 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $23,741 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $12 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $12 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $40,656 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $34,156 | 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 |
| Taxes Rev And Expnss | $35 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,368 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $75 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,403 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $75 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $152,850 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $152,850 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $154,253 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $75 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $152,850 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$113,597 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $34,081 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $259,358 | CashBOYAmt |
| Cash EOY | $605 | CashEOYAmt |
| Cash EOYFMV | $605 | CashEOYFMVAmt |
| Corporate Bonds BOY | $437,436 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $582,580 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $621,896 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $62 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $74 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $74 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $696,856 | TotalAssetsBOYAmt |
| Total Assets EOY | $583,259 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $622,575 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $151 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $151 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $151 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $151 | 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 | $696,705 | RetainedEarningBOYAmt |
| Retained Earning EOY | $583,108 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $696,705 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $583,108 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $696,856 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $583,259 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $696,705 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$113,597 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $583,108 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $583,108 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| REDEMPTION GAIN--JP MORGAN | P | 2013-01-01 | 2014-06-30 | $622,152 | $610,998 | $11,154 | $11,154 |
| REDEMPTION GAIN--JP MORGAN | P | 2013-01-01 | 2014-08-31 | $654,909 | $642,322 | $12,587 | $12,587 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $23,741 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $135,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $481,911 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.280135 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $43,500 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $595,185 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.073087 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $263,270 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $751,143 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.350493 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $266,250 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $877,528 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.303409 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $475,843 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $892,672 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.533055 | DistributionYr5Rt |
| Total Distribution | 1.540179 | TotalDistributionRt |
| Average Distribution | 0.308036 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $619,416 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $190,802 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $341 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $191,143 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $152,850 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $682 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $682 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $682 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $837 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $837 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $155 | OverpaymentAmt |
| Applied To ES Tax | $155 | 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 | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEPHEN N WILCHINS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7812374400 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20 WILLIAM STREET SUITE 130 | AddressLine1Txt |
| City | WELLESLEY | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02481 | 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 | Yes (1) | BusinessHoldingsInd |
| Excess Business Holdings | 0 | ExcessBusinessHoldingsInd |
| 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 (6 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 |
|---|---|---|---|---|---|---|---|---|
| DAVID M ROSENBERG | ||||||||
| C/O SRH LLC 1215 CHESTNUT STREET | NEWTON | MA | 02464 | PRESIDENT AND DIRECTOR | 0.00 | $0 | $0 | $0 |
| SCOTT A KANTER | ||||||||
| C/O SRH LLC 1215 CHESTNUT STREET | NEWTON | MA | 02464 | TREASURER | 0.00 | $0 | $0 | $0 |
| STEPHEN N WILCHINS | ||||||||
| 20 WILLIAM STREET SUITE 130 | WELLESLEY | MA | 02481 | CLERK | 0.00 | $0 | $0 | $0 |
| BETH H ROSENBERG | ||||||||
| 505 TREMONT STREET 906 | BOSTON | MA | 02116 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| SCOTT A KANTER | ||||||||
| C/O SRH LLC 1215 CHESTNUT STREET | NEWTON | MA | 02464 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| STEPHEN N WILCHINS | ||||||||
| 20 WILLIAM STREET SUITE 130 | WELLESLEY | MA | 02481 | DIRECTOR | 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 |
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 | $577,853 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $50,996 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $628,849 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $628,849 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $9,433 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $619,416 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $30,971 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $30,971 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $682 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $682 | TotalTaxAmt |
| Distributable Before Adj | $30,289 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $30,289 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $30,289 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $152,850 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $152,850 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $152,850 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $30,289 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $432,681 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $223,490 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $226,701 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $14,104 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $110,904 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,007,880 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $152,850 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $30,289 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $122,561 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,130,441 | 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 | $432,681 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $697,760 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $223,490 | ExcessFromYear4Amt |
| Excess From Year3 | $226,701 | ExcessFromYear3Amt |
| Excess From Year2 | $14,104 | ExcessFromYear2Amt |
| Excess From Year1 | $110,904 | ExcessFromYear1Amt |
| Excess From Current Year | $122,561 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DAVID M ROSENBERG | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CAMP BAUERCREST INC | |||||||
| 17 OLD COUNTRY ROAD | AMESBURY | MA | 01913 | N/A | PUBLIC CHARITY | EDUCATION | $6,500 |
| CORNELL UNIVERSITY | |||||||
| DAY HALL LOBBY | ITHACA | NY | 14853 | N/A | PUBLIC CHARITY | EDUCATION | $82,000 |
| THE RASHI SCHOOL | |||||||
| 8000 GREAT MEADOW RD | DEDHAM | MA | 02026 | N/A | PUBLIC CHARITY | EDUCATION | $25,000 |
| TUFTS UNIVERSITY HILLEL CENTER | |||||||
| P O BOX 55036 | BOSTON | MA | 02205 | N/A | PUBLIC CHARITY | EDUCATION | $10,000 |
| NEWTON BOYS AND GIRLS CLUB | |||||||
| 675 WATERTOWN STREET | NEWTON | MA | 02460 | N/A | PUBLIC CHARITY | EDUCATION | $4,700 |
| PROJECT HOPE | |||||||
| 550 DUDLEY STREET | ROXBURY | MA | 02119 | N/A | PUBLIC CHARITY | MEDICAL RESEARCH | $5,000 |
| TED RUBIN MEMORIAL | |||||||
| 120 TURNPIKE STREET | CANTON | MA | 02021 | N/A | PUBLIC CHARITY | MEDICAL RESEARCH | $1,500 |
| PAN MASSACHUSETTS CHALLENGE TRUST | |||||||
| P O BOX 849168 | BOSTON | MA | 02284 | N/A | PUBLIC CHARITY | MEDICAL RESEARCH | $1,000 |
| BUCKINGHAM BROWNE & NICHOLS SCHOOL | |||||||
| 80 GERRYS LANDING ROAD | CAMBRIDGE | MA | 02138 | N/A | PUBLIC CHARITY | EDUCATION | $1,000 |
| BEAVER COUNTRY DAY SCHOOL | |||||||
| 791 HAMMOND STREET | CHESTNUT HILL | MA | 02467 | N/A | PUBLIC CHARITY | EDUCATION | $5,000 |
| TEL AVIV-YAFO FOUNDATION | |||||||
| 1201 BROADWAY SUITE 802 | NEW YORK | NY | 10001 | N/A | PUBLIC CHARITY | EDUCATION | $7,400 |
| EDGARTOWN FIRE DEPARTMENT | |||||||
| 68 PEASES POINT WAY SOUTH | EDGARTOWN | MA | 02539 | N/A | PUBLIC CHARITY | PUBLIC SAFETY | $250 |
| APNA GHAR | |||||||
| 4350 NORTH BROADWAY STREET | CHICAGO | IL | 60613 | N/A | PUBLIC CHARITY | PUBLIC AWARENESS | $3,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $152,850 | 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 | $10,403 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $12 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $23,741 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $34,156 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $34,156 | 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 Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | INVESMENT IN JP MORGAN SECURITIES | BondNm |
| EOY Book Value | $582,580 | EOYBookValueAmt |
| EOYFMV | $621,896 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INVESTMENT IN FREDERICK HEIGHTS INVESTORS,LLC | AT COST | $10 | $10 |
| INVESTMENT IN SAWYER RP ADVISORS, LLC | AT COST | $64 | $64 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK CHARGES | $75 | $75 | $0 |
| INSURANCE | $1,293 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | K-1 INCOME FROM SAWYER RP ADVISORS, LLC | Desc |
| Revenue And Expenses Per Books | $12 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $12 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $12 | AdjustedNetIncomeAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID M ROSENBERG | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1215 CHESTNUT STREET | AddressLine1Txt |
| City | NEWTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02464 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MA INCOME TAX | CategoryTxt |
| Amt | $35 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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