REMONDI FAMILY FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- REMONDI FAMILY FOUNDATION (EIN 20-8037556)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-11-13
- IRS object ID
- 201543179349100034
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Notes Loans Rcvbl Long Sch
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-11-13T13:09:02-06:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Hollow Ln Ste 212 | AddressLine1Txt |
| City | Lake Success | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | 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 | 208037556 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Remondi Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % John J Remondi | InCareOfNm |
| Business Name Control | REMO | BusinessNameControlTxt |
| Phone | 6175636749 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | John J Remondi 300 Boylston St | AddressLine1Txt |
| City | Boston | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021163956 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | john j remondi | PersonNm |
| Person Title | president | PersonTitleTxt |
| Phone | 6175636749 | PhoneNum |
| Signature | 2015-11-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $18,357,098 | 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 | $1,353,267 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $617,160 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $617,160 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $885,440 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,882,755 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $885,440 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $3,509 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $25 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,859,376 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,502,625 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $5,300 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $5,300 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $51,399 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $42,353 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $9,046 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $14,929 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $124 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $28,982 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $97 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $23,088 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $100,610 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $42,574 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $37,434 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $556,341 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $556,341 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $656,951 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $42,574 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $593,775 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,202,425 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,460,051 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $107,572 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $777,722 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $777,722 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $5,779,992 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl BOY | $0 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $5,779,992 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $5,779,992 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $10,739,078 | CorporateStockBOYAmt |
| Corporate Stock EOY | $8,194,957 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $11,787,687 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $5,859,984 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $36,683 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $11,697 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $16,706,634 | TotalAssetsBOYAmt |
| Total Assets EOY | $14,789,354 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $18,357,098 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $16,706,634 | RetainedEarningBOYAmt |
| Retained Earning EOY | $14,789,354 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $16,706,634 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $14,789,354 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $16,706,634 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $14,789,354 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $16,706,634 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,202,425 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,000 | OtherIncreasesAmt |
| Subtotal | $18,910,059 | SubtotalAmt |
| Other Decreases | $4,120,705 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $14,789,354 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $1,882,755 | GrossSalesPriceAmt |
| Cost Or Other Basis | $997,315 | CostOrOtherBasisAmt |
| Gain Or Loss | $885,440 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $885,440 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $885,440 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $955,246 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $14,773,730 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.064658 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $409,162 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $10,819,406 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.037817 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $189,302 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $7,913,035 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.023923 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $138,031 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,859,403 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.035765 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $74,754 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,608,994 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.028652 | DistributionYr5Rt |
| Total Distribution | 0.190815 | TotalDistributionRt |
| Average Distribution | 0.038163 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $16,787,157 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $640,648 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $14,601 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $655,249 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $593,775 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $29,201 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $29,201 | SubtotalAmt |
| Tax Based On Investment Income | $29,201 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $12,000 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $17,932 | AppliedToEsTaxAmt |
| Total Payments And Credits | $29,932 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $731 | OverpaymentAmt |
| Applied To ES Tax | $731 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | John J Remondi | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6175428663 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 Boylston Street Unit 507 | AddressLine1Txt |
| City | Boston | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021163956 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | 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 |
|---|---|---|---|---|---|---|
| Diane Defalco | ||||||
| John J Remondi 300 Boylston St | Boston | MA | 021163956 | Trustee | 1.0 | $0 |
| Christopher C Remondi | ||||||
| John J Remondi 300 Boylston St | Boston | MA | 021163956 | Trustee | 1.0 | $0 |
| Dorothy A Remondi | ||||||
| John J Remondi 300 Boylston St | Boston | MA | 021163956 | Trustee | 1.0 | $0 |
| John J Remondi | ||||||
| John J Remondi 300 Boylston St | Boston | MA | 021163956 | Pres / Trustee | 1.0 | $0 |
| John F Remondi | ||||||
| John J Remondi 300 Boylston St | Boston | MA | 021163956 | Trustee | 1.0 | $0 |
| Stephen A Remondi | ||||||
| John J Remondi 300 Boylston St | Boston | MA | 021163956 | Trustee | 1.0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $10,885,188 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $377,619 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $5,779,992 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $17,042,799 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $17,042,799 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $255,642 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $16,787,157 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $839,358 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $839,358 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $29,201 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $29,201 | TotalTaxAmt |
| Distributable Before Adj | $810,157 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $1,000 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $811,157 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $811,157 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $593,775 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $593,775 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $593,775 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $811,157 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $261,618 | UndistributedIncomePYAmt |
| Prior Year1 | 2012 | PriorYear1Yr |
| Prior Year2 | 2011 | PriorYear2Yr |
| Prior Year3 | 2010 | PriorYear3Yr |
| Qualifying Distributions | $593,775 | QualifyingDistributionsAmt |
| Applied To Year1 | $261,618 | AppliedToYear1Amt |
| Applied To Current Year | $332,157 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $479,000 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Dorothy A Remondi | ContributingManagerNm |
| Contributing Manager | John J Remondi | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ADOPT-A-STUDENT FOUNDATION | |||||||
| PO BOX 960188 | BOSTON | MA | 02196 | N/A | PC | General & Unrestricted | $2,500 |
| AMOS HOUSE | |||||||
| 415 FRIENDSHIP ST | PROVIDENCE | RI | 02907 | N/A | PC | General & Unrestricted | $5,000 |
| BELMONT HILL SCHOOL INC | |||||||
| 350 PROSPECT ST | BELMONT | MA | 02478 | N/A | PC | Form VI Parents Fund | $5,000 |
| BIG BROTHERS BIG SISTERS OF MASSACHUSETTS BAY INC | |||||||
| 75 FEDERAL ST 5TH FL | BOSTON | MA | 02110 | N/A | PC | General & Unrestricted | $4,000 |
| BOSTON MEDICAL CENTER CORPORATION | |||||||
| 85 E CONCORD ST | BOSTON | MA | 02118 | N/A | PC | General & Unrestricted | $5,000 |
| BROOKWOOD SCHOOL INCORPORATED | |||||||
| 1 BROOKWOOD RD | MANCHESTER | MA | 01944 | N/A | PC | "bridge gift" Campaign | $6,341 |
| DANA FARBER CANCER INSTITUTE INC | |||||||
| 10 BROOKLINE PL W | BROOKLINE | MA | 02445 | N/A | PC | General & Unrestricted | $1,500 |
| DANA FARBER CANCER INSTITUTE INC | |||||||
| 10 BROOKLINE PL W | BROOKLINE | MA | 02445 | N/A | PC | Jimmy Fund | $2,000 |
| HOMES FOR OUR TROOPS INC | |||||||
| 6 MAIN ST | TAUNTON | MA | 02780 | N/A | PC | General & Unrestricted | $1,000 |
| INNERCITY WEIGHTLIFTING INC | |||||||
| 23 HARDWICK ST NO 2 | CAMBRIDGE | MA | 02141 | N/A | PC | General & Unrestricted | $1,000 |
| LIMBS FOR LIFE FOUNDATION | |||||||
| 9604 N MAY AVE | OKLAHOMA CITY | OK | 73120 | N/A | PC | General & Unrestricted | $500 |
| MASSACHUSETTS GENERAL HOSPITAL | |||||||
| 100 CAMBRIDGE ST STE 1310 | BOSTON | MA | 02114 | N/A | PC | General & Unrestricted | $250,000 |
| SAINT MICHAELS COLLEGE | |||||||
| ONE WINOOSKI PARK BOX 274 | COLCHESTER | VT | 05439 | N/A | PC | General & Unrestricted | $1,000 |
| ST JUDE CHILDRENS RESEARCH HOSPITAL INC | |||||||
| 501 ST JUDES PL | MEMPHIS | TN | 38105 | N/A | PC | General & Unrestricted | $1,500 |
| ST SEBASTIANS SCHOOL INC | |||||||
| 1191 GREENDALE AVE | NEEDHAM | MA | 02492 | N/A | PC | General & Unrestricted | $3,000 |
| THE BRIGHAM & WOMENS HOSPITAL INC | |||||||
| 116 HUNTINGTON AVE 3RD FL | BOSTON | MA | 02116 | N/A | PC | Pledge Fund | $250,000 |
| TRUSTEES OF TUFTS COLLEGE | |||||||
| 169 HOLLAND ST | SOMERVILLE | MA | 02144 | N/A | PC | Engineering Faculty & Research Fund | $5,000 |
| UNITED WAY OF MASSACHUSETTS BAY INC | |||||||
| 51 SLEEPER ST | BOSTON | MA | 02210 | N/A | PC | General & Unrestricted | $1,000 |
| UP EDUCATION NETWORK INC | |||||||
| 90 CANAL ST STE 610 | BOSTON | MA | 02114 | N/A | PC | Unlocking Potential Division | $5,000 |
| VILLANOVA UNIVERSITY | |||||||
| 800 E LANCASTER AVE | VILLANOVA | PA | 19085 | N/A | PC | General & Unrestricted | $5,000 |
| WWP INC | |||||||
| PO BOX 758517 | TOPEKA | KS | 66675 | N/A | PC | General & Unrestricted | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $556,341 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $617,160 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $885,440 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | K-1 Inc/Loss | Desc |
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | $3,484 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $25 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $3,484 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,502,625 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,506,109 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | 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 | Remondi John J | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 Boylston Street Unit 507 | AddressLine1Txt |
| City | Boston | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02116 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,353,267 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (6 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | FIDELITY EVENT DRIVEN OPPORTUNITIES FARNX, 19782.394 sh. | $218,200 | 2014-12-22 |
| 1 | FIDELITY SELECT FINANCIAL SVCS FIDSX, 2496.044 sh. | $223,022 | 2014-12-22 |
| 1 | EXA CORPORATION EXA, 7000 sh. | $77,105 | 2014-12-08 |
| 1 | NAVIENT CORPORATION NAVI, 9999.97 sh. | $212,199 | 2014-12-08 |
| 1 | SLM CORP SLM, 10000 sh. | $97,200 | 2014-12-08 |
| 1 | ULTRAGENYX PHARMACEUTICAL INC RARE, 5112 sh. | $225,541 | 2014-08-04 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Tax Return Preparation/Review | CategoryTxt |
| Amt | $5,300 | Amt |
| Disbursements Charitable Prps | $5,300 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (112 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABIOMED | $88,126 | $133,210 |
| ABRAXAS PETROLEUM CORPORATION | $18,542 | $22,050 |
| AIR CANADA INC | $24,373 | $86,341 |
| ALBEMARLE CP | $23,056 | $21,046 |
| ALCOA INC. | $22,744 | $40,265 |
| AMDOCS LIMITED | $23,504 | $26,596 |
| ANALOG DEVICES INC. | $23,854 | $44,416 |
| ANIKA THERAPEUTICS INC | $22,386 | $76,388 |
| APPLE INC. | $43,400 | $77,266 |
| ATRICURE, INC. | $40,016 | $99,800 |
| BANK OF AMERICA CORP | $61,259 | $80,505 |
| BANK OF HAWAII CORP | $21,459 | $32,621 |
| BBH CORE SELECT FUND CLASS N | $846,606 | $1,022,160 |
| BONANZA CREEK ENERGY INC | $122,495 | $120,000 |
| BOSTON PRIVATE FINANCIAL HOLDI | $130,953 | $263,656 |
| BOSTON SCIENTIFIC | $19,167 | $36,438 |
| BRAVO BRIO RESTAURANT GROUP IN | $72,087 | $71,289 |
| BROADRIDGE FINANCIAL SOLUTIONS | $21,321 | $43,871 |
| CALLIDUS SOFTWARE, INC. | $73,674 | $74,710 |
| CAMECO CORPORATION | $24,656 | $18,872 |
| CARMAX INC | $31,682 | $79,896 |
| CARROLS RESTAURANT GROUP, INC | $34,198 | $49,595 |
| CASELLA WASTE SYSTEMS INC | $96,248 | $80,800 |
| CATAMARAN CORP | $23,568 | $27,945 |
| CHUBB CORP | $25,002 | $51,735 |
| CINEMARK HOLDINGS INC | $24,388 | $32,734 |
| CISCO SYSTEMS INC | $21,020 | $33,384 |
| CLEAN HARBORS, INC. | $62,323 | $58,861 |
| CLOROX CO | $10,523 | $17,716 |
| COACH INC | $23,027 | $16,151 |
| COLT TELECOM GRP SA | $343,110 | $655,746 |
| CORR CP OF AMER | $19,969 | $21,804 |
| CYS INVESTMENTS INC | $206,510 | $157,193 |
| DESTINATION XL GROUP INC. | $40,073 | $43,680 |
| DOVER CORP | $42,556 | $338,084 |
| DSW INC. | $87,643 | $87,655 |
| EATON CORP PLC | $15,053 | $19,708 |
| ENDURANCE SPCLTY HLDGS LTD | $28,859 | $47,872 |
| ENTERGY CORP | $18,882 | $20,995 |
| EXA CORPORATION | $155,114 | $175,650 |
| EXPEDITORS INTL WASH INC. | $21,469 | $23,197 |
| FEDERAL AGRICULTURAL MORTGAGE | $49,925 | $51,093 |
| FIDELITY ADVISOR NEW INSIGHTS | $71,880 | $122,609 |
| FIDELITY CAPITAL AND INCOME FU | $140,229 | $152,927 |
| FIDELITY CAPITAL TRUST CAPITAL | $381,259 | $437,045 |
| FIDELITY EVENT DRIVEN OPPORTUN | $422,749 | $441,438 |
| FIDELITY NATIONAL FINANCIAL IN | $26,668 | $81,819 |
| FIDELITY SELECT FINANCIAL SVCS | $223,022 | $221,873 |
| FIDELITY STOCK SELECTOR ALL CA | $632,946 | $790,196 |
| FIRST AMERICAN CORP | $28,687 | $40,680 |
| FIVE STAR QUALITY CARE INC | $61,628 | $62,250 |
| FNF GROUP | $5,138 | $12,450 |
| GANNETT CO INC | $88,476 | $101,378 |
| GENUINE PARTS COMPANY | $14,814 | $19,183 |
| HAEMONETICS CP | $21,904 | $657,094 |
| HARTFORD FINANCIALSERVICES GRO | $23,373 | $27,932 |
| HASBRO INC | $22,900 | $35,744 |
| HEALTH CARE PPTY INVS INC | $25,465 | $26,418 |
| HEALTH CARE REIT INC. | $20,997 | $37,835 |
| HEALTHSOUTH CP | $38,400 | $76,920 |
| HOME PPTYS INC | $17,140 | $19,024 |
| HUNTINGTON BANCSHARES INC | $33,224 | $94,680 |
| ITC HOLDINGS CORP | $23,644 | $36,387 |
| JANUS CAPITAL GROUP INC. | $23,927 | $26,615 |
| JOHNSON & JOHNSON | $53,680 | $86,270 |
| KEYCORP | $33,042 | $74,365 |
| KOHLS CORP | $25,973 | $33,572 |
| LEIDOS HOLDINGS INC | $13,082 | $16,320 |
| LIBERTY BROADBAND CORP K | $5,817 | $6,327 |
| LIBERTY BROADBAND CORP RIGHTS | $247 | |
| LIBERTY MEDIA CORPORATION | $17,068 | $17,865 |
| MATTELL INC. | $24,236 | $30,950 |
| MCKESSON CORP | $17,561 | $58,122 |
| MILLICOM INTL CELL REG SH | $20,015 | $18,720 |
| NATL FUEL GAS CO | $23,646 | $34,765 |
| NAVIENT CORPORATION | $387,285 | $559,939 |
| NEW YORK COMNTY BANCORP INC. | $27,507 | $31,200 |
| NISOURCE INC. | $17,165 | $39,026 |
| OFFICE DEPOT INC | $68,146 | $128,550 |
| OLD REP INTL CORP | $22,772 | $29,260 |
| OMNICOM GROUP | $20,165 | $38,735 |
| PEABODY ENERGY CORP | $16,042 | $6,889 |
| QUEST DIAGNOSTICS | $22,813 | $28,165 |
| REGAL ENTERTAINMENT | $21,977 | $32,040 |
| REGIONS FINANCIAL CORP | $44,428 | $84,480 |
| RIVERNORTH CORE OPPY FD | $191,221 | $208,600 |
| RIVERNORTH EQUITY OPPORTUNITY | $278,898 | $284,725 |
| ROCKWELL COLLINS INC | $26,207 | $33,792 |
| RPM INTERNATIONAL INC. | $15,837 | $43,611 |
| SHOE CARNIVAL, INC. | $84,577 | $96,980 |
| SLM CORP | $145,495 | $210,420 |
| SONOCO PRODUCTS COMPANY | $16,203 | $24,909 |
| SPIRIT REALTY CAPITAL, INC | $203,240 | $252,615 |
| SPRD EURO STOXX 50 ETF | $207,631 | $189,897 |
| ST. JUDE MED INC. | $17,968 | $29,914 |
| STAPLES INC. | $23,557 | $32,616 |
| SUN COMMUNITIES INC | $21,761 | $72,552 |
| SUNTRUST BKS INC | $21,037 | $25,140 |
| SYNCHRONY FINANCIAL | $23,973 | $30,940 |
| SYSCO CORP | $24,436 | $31,752 |
| TECO ENERGY INC. | $17,006 | $18,236 |
| TESORO CORP | $87,586 | $126,395 |
| ULTRA PETROLEUM CORP | $15,436 | $14,476 |
| ULTRAGENYX PHARMACEUTICAL INC | $225,541 | $224,315 |
| VERASTEM INC | $84,937 | $70,835 |
| VERIFONE SYSTEMS INC | $26,038 | $28,272 |
| VIRTUSA CORPORATION | $27,116 | $69,797 |
| WADDELL&REED FIN INC | $13,044 | $24,910 |
| WESTERN UNION CO | $24,326 | $25,253 |
| WUXI PHARMATECH CAYMAN INC | $5,020 | $162,525 |
| XOOM CORPORATION | $15,835 | $58,886 |
| ZIMMER HOLDINGS INC | $15,321 | $34,026 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | LINN ENERGY, LLC | CategoryOrItemTxt |
| Book Value | $36,683 | BookValueAmt |
| EOYFMV | $11,697 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUST SECURITIES TO BOOK VALUE | Desc |
| Amt | $4,120,705 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $22,588 | $22,588 | |
| Bank Charges | $97 | $97 | |
| K-1 Exp LINN ENERGY, LLC | $5,797 | ||
| State or Local Filing Fees | $500 | $500 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | K-1 Inc/Loss LINN ENERGY, LLC | Desc |
| Revenue And Expenses Per Books | $3,509 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $25 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RETURNED GRANT | Desc |
| Amt | $1,000 | Amt |
Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch
Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLongGrp (5 entries)
| Insider RelationshipInsiderRelationshipTxt | Balance DueBalanceDueAmt | NoteNoteDt | Loan MaturityLoanMaturityDt | InterestInterestRt | Loan OriginalLoanOriginalAmt |
|---|---|---|---|---|---|
| 2010 CORPORATE NOTES | |||||
| NONE | $79,992 | 2010-12 | 2015-12 | 0 | |
| 2011 FMR LLC VARIABLE INT X1 | |||||
| NONE | $100,000 | 2011-02 | 2035-12 | 10.0 | $100,000 |
| 2012 FMR LLC VARIABLE INT Y1 | |||||
| $100,000 | 2012-02 | 2036-12 | 10.0 | $100,000 | |
| FMR LLC VARIABLE INT U1 | |||||
| NONE | $900,000 | 2008-04 | 2032-12 | 10.0 | $900,000 |
| FMR LLC NOTES DTD 70 SERIES A | |||||
| NONE | $4,600,000 | 2006-12 | 2036-12 | 7.0 | |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Investment Management Services | $39,338 | $39,338 | |
| ADMIN AND PROF MGMT SVCS | $12,061 | $3,015 | $9,046 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2014 | $12,000 | |
| 990-PF Excise Tax for 2013 | $2,805 | |
| Foreign Tax Paid | $124 | $124 |
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