KAHN FAMILY CHARITABLE FOUNDATION: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
KAHN FAMILY CHARITABLE FOUNDATION (EIN 20-3946440)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-05-09
IRS object ID
201441299349100139
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 ReturnHeader

FieldValueIRS element (for citing)
Return2014-05-09T11:47:53-05:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN042442519PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1EDELSTEIN AND COMPANY LLPBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1160 FEDERAL STREET 9TH FLOORAddressLine1
CityBOSTONCity
StateMAState
ZIP Code021101772ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN203946440EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1KAHN FAMILY CHARITABLE FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlKAHNBusinessNameControlTxt
Phone7812355415PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line121 PEIRCE ROADAddressLine1
CityWELLESLEYCity
StateMAState
ZIP Code02481ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJORDAN A KAHNPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone7812355415PhoneNum
Signature2014-05-06SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSCOTT KAPLOWITCHPreparerPersonNm
PTINP00002440PTIN
Phone6172276161PhoneNum
Preparation2014-05-06PreparationDt
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-12-30 17:16:21ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,752,563FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$14InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$14InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$44,154DividendsRevAndExpnssAmt
Dividends Net Invst Incm$44,154DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$210,886NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$407,525GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$210,886CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$255,054TotalRevAndExpnssAmt
Total Net Invst Incm$255,054TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$2,287AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,144AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,143AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$7,760OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$7,760OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$1,821TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$11,868TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$8,904TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,143TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$192,985ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$192,985ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$204,853TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$8,904TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$194,128TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$50,201ExcessRevenueOverExpensesAmt
Net Investment Income$246,150NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$13,648SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$38,012SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$38,012SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,246,303CorporateStockBOYAmt
Corporate Stock EOY$725,057CorporateStockEOYAmt
Corporate Stock EOYFMV$725,057CorporateStockEOYFMVAmt
Corporate Bonds BOY$62,847CorporateBondsBOYAmt
Other Investments BOY$320,976OtherInvestmentsBOYAmt
Other Investments EOY$989,494OtherInvestmentsEOYAmt
Other Investments EOYFMV$989,494OtherInvestmentsEOYFMVAmt
Total Assets BOY$1,643,774TotalAssetsBOYAmt
Total Assets EOY$1,752,563TotalAssetsEOYAmt
Total Assets EOYFMV$1,752,563TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$1,643,774CapitalStockBOYAmt
Capital Stock EOY$1,752,563CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$0RetainedEarningBOYAmt
Retained Earning EOY$0RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,643,774TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,752,563TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,643,774TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,752,563TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,643,774TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$50,201ExcessRevenueOverExpensesAmt
Other Increases$58,588OtherIncreasesAmt
Subtotal$1,752,563SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,752,563TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
SALE OF PUBLICLY TRADED SECURITIES$405,191$196,639$208,552$208,552
CAPITAL GAINS DIVIDENDS$2,334$2,334$2,334P
FieldValueIRS element (for citing)
Capital Gain Net Income$210,886CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$200,214AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,626,431NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.123100DistributionYr1Rt
Adjusted Qlfy Distri Yr2$347,045AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,861,001NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.186483DistributionYr2Rt
Adjusted Qlfy Distri Yr3$323,230AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$2,044,911NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.158066DistributionYr3Rt
Adjusted Qlfy Distri Yr4$312,984AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$2,053,125NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.152443DistributionYr4Rt
Adjusted Qlfy Distri Yr5$308,383AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$2,672,477NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.115392DistributionYr5Rt
Total Distribution0.735484TotalDistributionRt
Average Distribution0.147097AverageDistributionRt
Net Vl Noncharitable Assets$1,701,369NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$250,266AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$2,462NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$252,728AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$194,128QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$4,923InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$4,923SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$4,923TaxBasedOnInvestmentIncomeAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$40EsPenaltyAmt
Tax Due$4,963TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateMAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksJORDAN A KAHN TRUSTEEIndividualWithBooksNm
Phone7812355414PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line121 PEIRCE ROADAddressLine1
CityWELLESLEYCity
StateMAState
ZIP Code02481ZIPCode
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JORDAN A KAHN
21 PEIRCE ROADWELLESLEYMA02481TRUSTEE0.25$0$0$0
SUSAN R KAHN
21 PEIRCE ROADWELLESLEYMA02481TRUSTEE0.00$0$0$0
LAWRENCE M KAHN
33 BEECHWOOD TERRACEWELLESLEYMA02482TRUSTEE0.00$0$0$0
KRIS D KAHN
43 RUTLAND SQUARE UNIT 1BOSTONMA02118TRUSTEE0.00$0$0$0
TORIANIO D WHITE
19 AUDOBON ROADMILTONMA02186TRUSTEE0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,698,760AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$28,518AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,727,278TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,727,278AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$25,909CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,701,369NetVlNoncharitableAssetsAmt
Minimum Investment Return$85,068MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$85,068MinimumInvestmentReturnAmt
Tax Based On Investment Income$4,923TaxBasedOnInvestmentIncomeAmt
Total Tax$4,923TotalTaxAmt
Distributable Before Adj$80,145DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$80,145DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$80,145DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$194,128ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$194,128QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$194,128AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$80,145DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$176,115ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$211,452ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$221,990ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$256,291ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$120,687ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$986,535TotalExcessDistributionCyovAmt
Qualifying Distributions$194,128QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$80,145AppliedToCurrentYearAmt
Remaining Distri From Corpus$113,983RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$1,100,518TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$176,115ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$924,403ExcessDistriCyovToNextYrAmt
Excess From Year4$211,452ExcessFromYear4Amt
Excess From Year3$221,990ExcessFromYear3Amt
Excess From Year2$256,291ExcessFromYear2Amt
Excess From Year1$120,687ExcessFromYear1Amt
Excess From Current Year$113,983ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonJORDAN A KAHN TRUSTEERecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line121 PEIRCE ROADAddressLine1
CityWELLESLEYCity
StateMAState
ZIP Code02481ZIPCode
FieldValueIRS element (for citing)
Recipient Phone7812355415RecipientPhoneNum
Form And Info And MaterialsLETTER FORMATFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BINA FARM
66 CHARLES STREETBOSTONMA02114N/APCPROGRAM SUPPORT$6,100
ALZHEIMER ASSOCIATION MANH CHAPTER
480 PLEASANT STREETWATERTOWNMA02472N/APCPROGRAM SUPPORT$50,000
ONE FUND BOSTON
PO BOX 990009BOSTONMA02199N/APCPROGRAM SUPPORT$10,000
THE FRESHMAN FIFTEEN
302 WEST 12TH STREET 15FNEW YORKNY10014N/APCPROGRAM SUPPORT$1,000
JEWISH HEALTHCARE CENTER
629 SALISBURY STREETWORCESTERMA01609N/APCPROGRAM SUPPORT$500
BOSTON HARBOR ISLAND ALLIANCE
408 ATLANTIC AVE STE 228BOSTONMA02110N/APCPROGRAM SUPPORT$1,000
GRONK NATIONAL YOUTH FOUNDATION
1 PATRIOT PLACEFOXBOROUGHMA02035N/APCPROGRAM SUPPORT$2,000
WELLSPRING INC
812 NANTASKET AVEHULLMA02045N/APCPROGRAM SUPPORT$13,000
ROOM TO DREAM FOUNDATION
1172 BEACON STREETNEWTON HIGHLANDSMA02461N/APCPROGRAM SUPPORT$1,000
CHABAD CENTER OF MILFORD
34 CEDAR STREETMILFORDMA01757N/APCPROGRAM SUPPORT$11,000
SUPPORT CONNECTION INC
40 TRIANGLE CENTER STE 100YORKTOWN HEIGHTSNY10598N/APCPROGRAM SUPPORT$1,000
BASE CAMP CHILDRENS CANCER FOUNDATION
650 N WYMORE ROADWINTER PARKFL32789N/APCPROGRAM SUPPORT$1,000
TEMPLE BETH ELOHIM
10 BETHEL ROADWELLESLEYMA02481N/APCPROGRAM SUPPORT$1,000
PINE STREET INN
444 HARRISON AVEBOSTONMA02118N/APCPROGRAM SUPPORT$1,000
COMBINED JEWISH PHILANTHROPIES
126 HIGH STREETBOSTONMA02110N/APCPROGRAM SUPPORT$35,000
ROSIE'S PLACE
889 HARRISON AVEBOSTONMA02118N/APCPROGRAM SUPPORT$1,000
BOYS & GIRLS CLUB OF BOSTON
50 CONGRESS ST STE 730BOSTONMA02109N/APCPROGRAM SUPPORT$25,000
CHILDREN'S HOSPITAL LEAGUE
300 LONGWOOD AVEBOSTONMA02115N/APCPROGRAM SUPPORT$6,235
WELLESLEY FOOD PANTRY
207 WASHINGTON STREETWELLESLEYMA02481N/APCPROGRAM SUPPORT$1,000
PROGERIA RESEARCH FOUNDATION
200 LAKE STREET UNIT 102PEABODYMA01960N/APCPROGRAM SUPPORT$10,000
ANTI-DEFAMATION LEAGUE
PO BOX 96226WASHINGTONDC20090N/APCPROGRAM SUPPORT$15,000
GUIDING EYES FOR THE BLIND
611 GRANITE SPRINGS ROADYORKTOWN HEIGHTSNY10598N/APCPROGRAM SUPPORT$150
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$192,985TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$14ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$44,154ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$210,886ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$255,054ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$255,054TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREPARATIONCategoryTxt
Amt$2,287Amt
Net Investment Income$1,144NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,143DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORPORATE STOCKSStockNm
EOY Book Value$725,057EOYBookValueAmt
EOYFMV$725,057EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemMUTUAL FUNDSCategoryOrItemTxt
Listed At Cost Or FMVFMVListedAtCostOrFMVCd
Book Value$989,494BookValueAmt
EOYFMV$989,494EOYFMVAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescriptionUNREALIZED GAIN ON INVESTMENTSDescription
Amount$58,588Amount

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT MANAGEMENT FEESCategoryTxt
Amt$7,760Amt
Net Investment Income$7,760NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL EXCISE TAXCategoryTxt
Amt$1,821Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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