REMONDI FAMILY FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- REMONDI FAMILY FOUNDATION (EIN 20-8037556)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-04-07
- IRS object ID
- 201400979349100905
- Schema version
- 2013v3.0
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-04-07T13:53:30-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042442519 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EDELSTEIN AND COMPANY LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 160 FEDERAL STREET 9TH FLOOR | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 021101772 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| Business Name Line2 | C/O JOHN J REMONDI TRUSTEE | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | REMO | BusinessNameControlTxt |
| Phone | 6175636749 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 BOYLSTON STREET NO 507 | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 021163956 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN J REMONDI | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6175636749 | PhoneNum |
| Signature | 2014-03-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ALFONSO PERILLO | PreparerPersonNm |
| PTIN | P00950491 | PTIN |
| Phone | 6172276161 | PhoneNum |
| Preparation | 2014-03-28 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $16,706,634 | 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 | $1,376,857 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,225 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,225 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $599,585 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $587,659 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $307,656 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,002,208 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $420,249 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$19,122 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$4,620 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,266,201 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,004,513 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $5,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $75,264 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $43,433 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $31,831 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $9,014 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $440 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $595 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $95 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $500 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $89,873 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $43,968 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $37,331 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $927,520 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $927,520 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,017,393 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $43,968 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $964,851 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,248,808 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $960,545 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,513,223 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $107,572 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $107,572 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $6,127,164 | CorporateStockBOYAmt |
| Corporate Stock EOY | $10,739,078 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $10,739,078 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $51,288 | CorporateBondsBOYAmt |
| Other Investments BOY | $6,053,333 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $5,859,984 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $5,859,984 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $13,745,008 | TotalAssetsBOYAmt |
| Total Assets EOY | $16,706,634 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $16,706,634 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $13,745,008 | RetainedEarningBOYAmt |
| Retained Earning EOY | $16,706,634 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $13,745,008 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $16,706,634 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $13,745,008 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $16,706,634 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $13,745,008 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,248,808 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,712,818 | OtherIncreasesAmt |
| Subtotal | $16,706,634 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $16,706,634 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| SALE OF PUBLICLY TRADED SECURITIES | $1,689,780 | $1,389,623 | $300,157 | $300,157 | |
| DISALLOWED LOSS | $1,013 | $1,013 | |||
| FMR 2008 CORPORATE NOTES | $113,333 | $113,333 | $0 | $0 | |
| FMR 2010 CORPORATE NOTES | $80,016 | $80,016 | $0 | $0 | |
| CAPITAL GAINS DIVIDENDS | $119,079 | $119,079 | $119,079 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $420,249 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $409,162 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $10,819,406 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.037817 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $189,302 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $7,913,035 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.023923 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $138,031 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,859,403 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.035765 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $74,754 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,608,994 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.028652 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $56,625 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,692,822 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.033450 | DistributionYr5Rt |
| Total Distribution | 0.159607 | TotalDistributionRt |
| Average Distribution | 0.031921 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $14,773,730 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $471,592 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $9,605 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $481,197 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $964,851 | 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 | $9,605 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $9,605 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $9,605 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,800 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $6,800 | TotalPaymentsAndCreditsAmt |
| Tax Due | $2,805 | TaxDueAmt |
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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 | FIDELITY PRIVATE FOUNDATION SERVICE | IndividualWithBooksNm |
| Phone | 8003344438 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 SEAPORT BLVD | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02210 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JOHN J REMONDI | ||||||||
| 300 BOYLSTON STREET UNIT 507 | BOSTON | MA | 02116 | TRUSTEE | 4.00 | $0 | $0 | $0 |
| DOROTHY A REMONDI | ||||||||
| 300 BOYLSTON STREET UNIT 507 | BOSTON | MA | 02116 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| DIANE D DEFALCO | ||||||||
| 300 BOYLSTON STREET UNIT 507 | BOSTON | MA | 02116 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| JOHN F REMONDI | ||||||||
| 300 BOYLSTON STREET UNIT 507 | BOSTON | MA | 02116 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| STEPHEN A REMONDI | ||||||||
| 300 BOYLSTON STREET UNIT 507 | BOSTON | MA | 02116 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
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 | $14,175,212 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $823,499 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $14,998,711 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $14,998,711 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $224,981 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $14,773,730 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $738,687 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $738,687 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,605 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9,605 | TotalTaxAmt |
| Distributable Before Adj | $729,082 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $729,082 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $729,082 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $964,851 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $964,851 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $9,605 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $955,246 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $729,082 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $497,387 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $964,851 | QualifyingDistributionsAmt |
| Applied To Year1 | $497,387 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $467,464 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $261,618 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JOHN J REMONDI | ContributingManagerNm |
| Contributing Manager | DOROTHY A REMONDI | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (25 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| ADOPT-A-STUDENT FOUNDATION | ||||||||
| 82 DEVONSHIRE STREET R7E | BOSTON | MA | 02109 | N/A | PC | EDUCATION | $2,000 | |
| BELMONT HILL SCHOOL | ||||||||
| 350 PROSPECT STREET | BELMONT | MA | 02478 | N/A | PC | EDUCATION | $5,000 | |
| BIG BROTHERS BIG SISTERS OF MASSACHUSETTS BAY | ||||||||
| 75 FEDERAL STREET 5TH FLOOR | BOSTON | MA | 02110 | N/A | PC | COMMUNITY SERVICE | $5,000 | |
| CAMP HARBOR VIEW FOUNDATION INC | ||||||||
| C/O CONNORS FAMILY OFFICE 200 | BOSTON | MA | 02116 | N/A | PC | COMMUNITY SERVICE | $10,000 | CLARENDON ST |
| CAPE COD HEALTHCARE INC | ||||||||
| PO BOX 370 | HYANNIS | MA | 02601 | N/A | TYPE II SO | HEALTHCARE | $30,000 | |
| CATHEDRAL HIGH SCHOOL | ||||||||
| 74 UNION PARK STREET | BOSTON | MA | 02118 | N/A | PC | EDUCATION | $270,000 | |
| CATHOLIC SCHOOLS FOUNDATION INC | ||||||||
| 260 FRANKLIN STREET SUITE 630 | BOSTON | MA | 02110 | N/A | PC | EDUCATION | $50,000 | |
| DANA-FARBER CANCER INSTITUTE | ||||||||
| 10 BROOKLINE PLACE WEST 6TH FLOOR | BROOKLINE | MA | 02445 | N/A | PC | HEALTH AND MEDICINE | $2,500 | |
| FEATHERSTONE CENTER FOR THE ARTS INC | ||||||||
| PO BOX 1145 | OAK BLUFFS | MA | 02257 | N/A | PC | EDUCATION | $620 | |
| MARY C WHEELER SCHOOL INC | ||||||||
| 216 HOPE STREET | PROVIDENCE | RI | 02906 | N/A | PC | EDUCATION | $3,000 | |
| ST JUDE CHILDRENS RESEARCH HOSPITAL INC | ||||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | N/A | PC | HEALTH & MEDICINE | $1,500 | |
| ST MICHAELS COLLEGE | ||||||||
| 1 WINOOSKI PARK | COLCHESTER | VT | 05439 | N/A | PC | EDUCATION | $1,000 | |
| ST SEBASTIANS SCHOOL INC | ||||||||
| 1191 GREENDALE AVE | NEEDHAM | MA | 02492 | N/A | PC | EDUCATION | $3,000 | |
| VILLANOVA UNIVERSITY | ||||||||
| 800 LANCASTER AVENUE | VILLANOVA | PA | 19085 | N/A | PC | EDUCATION | $3,500 | |
| VINEYARD MONTESSORI SCHOOL | ||||||||
| PO BOX 994 | VINEYARD HAVEN | MA | 02568 | N/A | PC | EDUCATION | $1,400 | |
| WEST TISBURY LIBRARY FOUNDATION INC | ||||||||
| PO BOX 1238 | WEST TISBURY | MA | 02575 | N/A | PC | EDUCATION | $5,000 | |
| WOUNDED WARRIOR PROJECT INC | ||||||||
| PO BOX 758517 | TOPEKA | KS | 66675 | N/A | PC | HEALTH AND HUMAN SERVICES | $1,500 | |
| XAVERIAN BROTHERS HIGH SCHOOL | ||||||||
| 800 CLAPBOARDTREE STREET | WESTWOOD | MA | 02090 | N/A | PC | EDUCATION | $17,500 | |
| BOSTON LYRIC OPERA COMPANY | ||||||||
| 11 AVE DE LAFAYETTE | BOSTON | MA | 02111 | N/A | PC | PERFORMING ARTS | $5,000 | |
| BRIGHAM AND WOMENS HOSPITAL | ||||||||
| 75 FRANCIS STREET | BOSTON | MA | 02115 | N/A | PC | HEALTHCARE | $250,000 | |
| UNLOCKING POTENTIAL INC | ||||||||
| 90 CANAL STREET SUITE 610 | BOSTON | MA | 02114 | N/A | PC | COMMUNITY SERVICE | $3,500 | |
| BOSTON COLLEGE TRUSTEES | ||||||||
| 140 COMMONWEALTH AVENUE | CHESTNUT HILL | MA | 02467 | N/A | PC | EDUCATION | $2,500 | |
| MASSACHUSETTS GENERAL HOSPITAL | ||||||||
| 55 FRUIT STREET | BOSTON | MA | 02114 | N/A | PC | MEDICAL RESEARCH | $250,000 | |
| HORIZONS FOR HOMELESS CHILDREN INC | ||||||||
| 1705 COLUMBUS AVENUE | ROXBURY | MA | 02119 | N/A | PC | COMMUNITY SERVICES | $3,500 | |
| WELLSPRING HOUSE INC | ||||||||
| 302 ESSEX AVENUE | GLOUCESTER | MA | 01930 | N/A | PC | COMMUNITY SERVICES | $500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $927,520 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,225 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $599,585 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $307,656 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LINN ENERGY, LLC FORM K-1 | Desc |
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | -$14,502 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | -$4,620 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$14,502 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $903,846 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $889,344 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (6 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1 | CityContributorUSAddress/City | StateContributorUSAddress/State | ZIP CodeContributorUSAddress/ZIPCode | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| JOHN J DOROTHY REMONDI | ||||||
| 1 | 300 BOYLSTON STREET UNIT 507 | BOSTON | MA | 021163956 | $449,588 | Yes (X) |
| JOHN J DOROTHY REMONDI | ||||||
| 2 | 300 BOYLSTON STREET UNIT 507 | BOSTON | MA | 021163956 | $173,774 | Yes (X) |
| JOHN J DOROTHY REMONDI | ||||||
| 3 | 300 BOYLSTON STREET UNIT 507 | BOSTON | MA | 021163956 | $223,550 | Yes (X) |
| JOHN J DOROTHY REMONDI | ||||||
| 4 | 300 BOYLSTON STREET UNIT 507 | BOSTON | MA | 021163956 | $108,160 | Yes (X) |
| JOHN J DOROTHY REMONDI | ||||||
| 5 | 300 BOYLSTON STREET UNIT 507 | BOSTON | MA | 021163956 | $247,675 | Yes (X) |
| JOHN J DOROTHY REMONDI | ||||||
| 6 | 300 BOYLSTON STREET UNIT 507 | BOSTON | MA | 021163956 | $174,110 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (6 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 5,761 SHARES OF DOVER CORPORATION STOCK | $449,588 | 2013-06-27 |
| 2 | 6,363 SHARES OF XOOM CORPORATION STOCK | $173,774 | 2013-08-28 |
| 3 | 5,000 SHARES OF BONANZA CREEK ENERGY, INC. STOCK | $223,550 | 2013-12-06 |
| 4 | 8,000 SHARES OF EXA CORPORATION STOCK | $108,160 | 2013-12-17 |
| 5 | 20,351 SHARES OF RIVERNORTH EQUITY OPPORTUNITY I STOCK | $247,675 | 2013-12-17 |
| 6 | 4,827 SHARES OF WUXI PHARMA TECH (CAYMAN), INC. STOCK | $174,110 | 2013-12-20 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION | CategoryTxt |
| Amt | $5,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,000 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE EQUITIES | StockNm |
| EOY Book Value | $10,739,078 | EOYBookValueAmt |
| EOYFMV | $10,739,078 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 2008 FMR LLC SERIES U1 DEBENTURE | FMV | $900,000 | $900,000 |
| 2008 FMR LLC SERIES A SUBORDINATED NOTE | FMV | $4,600,000 | $4,600,000 |
| 2010 CORPORATE NOTES | FMV | $159,984 | $159,984 |
| 2011 FMR LLC SERIES X1 DEBENTURE | FMV | $100,000 | $100,000 |
| 2012 FMR LLC SERIES Y1 DEBENTURE | FMV | $100,000 | $100,000 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STATE FILING FEES | $500 | $0 | $500 |
| OTHER INVESTMENT EXPENSES | $95 | $95 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LINN ENERGY, LLC FORM K-1 | Desc |
| Revenue And Expenses Per Books | -$19,122 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | -$4,620 | NetInvestmentIncomeAmt |
| Adjusted Net Income | -$19,122 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UNREALIZED GAIN ON INVESTMENTS | Description |
| Amount | $1,712,818 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FPFS FEES | $42,442 | $10,611 | $31,831 |
| INVESTMENT MANAGEMENT FEES | $32,822 | $32,822 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $8,574 | $0 | $0 |
| FOREIGN TAXES PAID ON DIVIDENDS | $440 | $440 | $0 |
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