CAROLYN K TRIBE FOUNDATION: Form 990PF, tax year 2013
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- Organization
- CAROLYN K TRIBE FOUNDATION (EIN 27-6595079)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-14
- IRS object ID
- 201431349349100103
- 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
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-14T06:24:14-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042433152 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREENE RUBIN MILLER AND PACINO CPAS | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1340 SOLDIERS FIELD ROAD | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02135 | 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 | 276595079 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CAROLYN K TRIBE FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CARO | BusinessNameControlTxt |
| Phone | 6172544422 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O GRMP 1340 SOLDIERS FIELD ROAD | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02135 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CAROLYN K TRIBE | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6172544422 | PhoneNum |
| Signature | 2014-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PETER ANDERSON | PreparerPersonNm |
| PTIN | P00463471 | PTIN |
| Phone | 6172544422 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 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 | $488,274 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $6,814 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6,814 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $43,396 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $127,557 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $43,396 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $52 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $52 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $50,262 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $50,262 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $2,988 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $200 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $888 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,076 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $25,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $25,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $29,576 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $25,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $20,686 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $50,262 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $805 | CashBOYAmt |
| Cash EOY | $406 | CashEOYAmt |
| Cash EOYFMV | $406 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $5,362 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $110,724 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $110,724 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $143 | AcctRcvblAmt |
| Acct Rcvbl BOY | $211 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $143 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $143 | AcctRcvblEOYFMVAmt |
| Other Investments BOY | $367,213 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $283,004 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $377,001 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $373,591 | TotalAssetsBOYAmt |
| Total Assets EOY | $394,277 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $488,274 | 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 | $373,591 | RetainedEarningBOYAmt |
| Retained Earning EOY | $394,277 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $373,591 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $394,277 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $373,591 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $394,277 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $373,591 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $20,686 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $394,277 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $394,277 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (31 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ARTIO GLOBAL HIGH INCOME FUND | P | 2009-08-17 | 2013-07-09 | $281 | $264 | $17 | $17 |
| COLUMBIA ACORN TR FD | P | 2012-04-20 | 2013-07-09 | $2,622 | $2,360 | $262 | $262 |
| T ROWE PRICE INTERNATIONAL | P | 2009-08-17 | 2013-08-17 | $190 | $198 | -$8 | -$8 |
| PIMCO FDS DEV LCLMKTS | P | 2009-08-17 | 2013-07-09 | $139 | $132 | $7 | $7 |
| PIMCO COMMODITY REAL RETURN ST | P | 2009-08-17 | 2013-07-09 | $101 | $133 | -$32 | -$32 |
| PIMCO TOTAL RETURN FUND | P | 2009-08-17 | 2013-07-09 | $798 | $798 | $0 | $0 |
| NATIXIS FDS TR IV | P | 2009-08-17 | 2013-07-09 | $123 | $65 | $58 | $58 |
| ISHARES TR MSCI EMERGING MKTS | P | 2009-07-27 | 2013-07-09 | $378 | $356 | $22 | $22 |
| HARBOR INTERNATIONAL FUND | P | 2009-08-17 | 2013-07-09 | $519 | $387 | $132 | $132 |
| EATON VANCE LARGE-CAP VALUE FUND | P | 2009-08-17 | 2013-07-09 | $1,544 | $1,007 | $537 | $537 |
| COLUMBIA FDS SER TR I SELECT | P | 2009-07-29 | 2013-07-09 | $1,804 | $1,016 | $788 | $788 |
| COLUMBIA FDS SER TR I SELECT | P | 2009-07-27 | 2013-07-09 | $467 | $455 | $12 | $12 |
| COLUMBIA ACORN TR FD | P | 2007-01-03 | 2013-07-09 | $475 | $447 | $28 | $28 |
| COLUMBIA FDS SER TR MARISCO | P | 2006-08-23 | 2013-07-09 | $2,498 | $1,811 | $687 | $687 |
| COLUMBIA FDS SER TR MARISCO | P | 2006-08-23 | 2013-07-09 | $517 | $574 | -$57 | -$57 |
| COLUMBIA FDS SER TR MID CAP | P | 2012-04-20 | 2013-07-09 | $873 | $700 | $173 | $173 |
| COLUMBIA FDS SER TR I INTERMED | P | 2007-01-03 | 2013-07-09 | $1,926 | $1,883 | $43 | $43 |
| COLUMBIA FDS SER TR I SMALL CAP | P | 2009-08-17 | 2013-07-09 | $553 | $356 | $197 | $197 |
| COLUMBIA FDS SER TR MID CAP | P | 2006-08-23 | 2013-07-09 | $217 | $171 | $46 | $46 |
| COLUMBIA FDS SER TR MARISCO | P | 1919-12-18 | 2013-07-12 | $242 | $198 | $44 | $44 |
| COLUMBIA FDS SER TR MARISCO | P | 2006-08-23 | 2013-07-12 | $13,580 | $14,676 | -$1,096 | -$1,096 |
| COLUMBIA FDS SER TR MARISCO | P | 2010-06-17 | 2013-07-12 | $3 | $2 | $1 | $1 |
| COLUMBIA FDS SER TR MARISCO | P | 2010-06-17 | 2013-07-12 | $11 | $9 | $2 | $2 |
| COLUMBIA FDS SER TR MARISCO | P | 2008-12-11 | 2013-07-12 | $369 | $187 | $182 | $182 |
| COLUMBIA FDS SER TR MARISCO | P | 2009-06-17 | 2013-07-12 | $627 | $339 | $288 | $288 |
| COLUMBIA FDS SER TR MARISCO | P | 2006-08-03 | 2013-07-12 | $254 | $177 | $77 | $77 |
| COLUMBIA FDS SER TR MARISCO | P | 2006-08-23 | 2013-07-12 | $69,590 | $49,424 | $20,166 | $20,166 |
| COLUMBIA FDS SER TR MARISCO | P | 2009-06-17 | 2013-07-12 | $848 | $595 | $253 | $253 |
| T ROWE PRICE INTERNATIONAL | P | 2009-07-28 | 2013-07-18 | $3,626 | $3,675 | -$49 | -$49 |
| T ROWE PRICE INTERNATIONAL | P | 2009-08-17 | 2013-08-17 | $1,735 | $1,766 | -$31 | -$31 |
| CAPITAL GAINS DIVIDENDS | P | $20,647 | $20,647 | $20,647 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $43,396 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $26,416 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $416,106 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.063484 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $15,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $425,456 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.035256 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $22,257 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $427,513 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.052062 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $32,565 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $370,233 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.087958 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $19,738 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $432,028 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.045687 | DistributionYr5Rt |
| Total Distribution | 0.284447 | TotalDistributionRt |
| Average Distribution | 0.056889 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $454,089 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $25,833 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $503 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $26,336 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $25,500 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,005 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,005 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,005 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $1 | EsPenaltyAmt |
| Tax Due | $1,006 | 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 | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| 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 | PETER O ANDERSON | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6172544422 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1340 SOLDIERS FIELD ROAD | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02135 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CAROLYN K TRIBE | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5 ASH STREET | AddressLine1 |
| City | CAMBRIDGE | City |
| State | MA | State |
| ZIP Code | 02138 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $459,019 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,808 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $177 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $461,004 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $461,004 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $6,915 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $454,089 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $22,704 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $22,704 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,005 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,005 | TotalTaxAmt |
| Distributable Before Adj | $21,699 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $21,699 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $21,699 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $25,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $25,500 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $25,500 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $21,699 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,969 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $25,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,969 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $21,699 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,832 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,832 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,832 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $1,832 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| CHARLES RIVER CONSERVANCY | ||||||
| FOUR BRATTLE STREET | CAMBRIDGE | MA | 02138 | 501(C)3 | CHARITABLECHARITABLECHARITABLE | $23,000 |
| DAHLIA HEIGHTS ELEMENTARY PTA | ||||||
| 5063 FLORISTAN AVENUE | LOS ANGELES | CA | 90041 | 501(C)3 | CHARITABLE | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $25,500 | 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 |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,814 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $52 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $43,396 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $50,262 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $50,262 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| EQUITY MUTUAL FUNDS | AT COST | $193,254 | $285,339 |
| FIXED INCOME MUTUAL FUNDS | AT COST | $84,255 | $86,405 |
| ALTERNATIVE INVESTMENT FUNDS - RE | AT COST | $1,824 | $2,544 |
| ALTERNATIVE INVESTMENT FUNDS - TANGIBLE ASSETS | AT COST | $3,671 | $2,713 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PRIOR PERIOD BASIS ADJUSTMENT | $108 | $0 | $0 |
| PENALTY | $780 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INVESTMENT INCOME | Desc |
| Revenue And Expenses Per Books | $52 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $52 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $52 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $2,988 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $81 | $0 | $0 |
| ANNUAL REPORT FEE | $35 | $0 | $0 |
| FORM 990-PF | $84 | $0 | $0 |
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