LEDGEWAYS CHARITABLE TR: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- LEDGEWAYS CHARITABLE TR (EIN 86-6341052)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-14
- IRS object ID
- 201441349349100644
- 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
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-14T09:36:34-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 043191789 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MORIARTY & PRIMACK PC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE MONARCH PLACE STE 900 | AddressLine1 |
| City | SPRINGFIELD | City |
| State | MA | State |
| ZIP Code | 011444011 | 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 | 866341052 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEDGEWAYS CHARITABLE TRUST | BusinessNameLine1 |
| Business Name Line2 | C/O DANIEL CARBONNEAU CASTLE ROCK ADV | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LEDG | BusinessNameControlTxt |
| Phone | 6173166300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 CLARENDON ST 35TH FLOOR | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02116 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRADLEY BLOOM | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6173166300 | PhoneNum |
| Signature | 2014-05-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DOUGLAS THEOBALD | PreparerPersonNm |
| PTIN | P00368792 | PTIN |
| Phone | 4137391800 | 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 | $5,825,358 | 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 | $502,697 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $45 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $45 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $130,451 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $130,451 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $11,569 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $11,569 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $11,569 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $644,762 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $142,065 | 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 | $2,697 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,349 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $4,489 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,245 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,068 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,998 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $70 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $25 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $25 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $10,279 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,617 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $70 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $194,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $194,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $204,279 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,617 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $194,070 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $440,483 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $135,448 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $63,465 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $460,424 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $460,424 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $544,055 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $547,300 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $551,123 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $2,877,917 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,915,578 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,149,182 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $700,000 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $700,000 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $615,365 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $50,095 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $48,624 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $617 | OtherAssetsBOYAmt |
| Other Assets EOY | $640 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $640 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $4,186,054 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,674,037 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,825,358 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $5,000 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $52,500 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $5,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $52,500 | 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 | $4,181,054 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,621,537 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,181,054 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,621,537 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,186,054 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,674,037 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,181,054 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $440,483 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,621,537 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,621,537 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | CAPITAL GAINS DIVIDENDS | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $11,569 | GrossSalesPriceAmt |
| Gain Or Loss | $11,569 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $11,569 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $11,569 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $223,773 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,604,661 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.048597 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $98,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,555,469 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.021513 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $221,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,192,234 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.052717 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $99,489 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,604,967 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.038192 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $73,721 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,753,666 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.042038 | DistributionYr5Rt |
| Total Distribution | 0.203057 | TotalDistributionRt |
| Average Distribution | 0.040611 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,014,467 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $203,643 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,354 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $204,997 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $194,070 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,709 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,709 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,709 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,764 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,764 | TotalPaymentsAndCreditsAmt |
| Overpayment | $55 | OverpaymentAmt |
| Applied To ES Tax | $55 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | DANIEL CARBONNEAU - CASTLE ROCK ADV | IndividualWithBooksNm |
| Phone | 6173166300 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CASTLE ROCK ADVISORS 200 CLARENDON | AddressLine1 |
| Address Line2 | ST 35TH FLOOR | AddressLine2 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 021165021 | 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 | Address Line2USAddress/AddressLine2 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| BRADLEY M BLOOM | |||||||||
| CASTLE ROCK ADVISORS 200 CLARENDON | STREET 35TH FLOOR | BOSTON | MA | 02116 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| TERRIE F BLOOM | |||||||||
| CASTLE ROCK ADVISORS 200 CLARENDON | STREET 35TH FLOOR | BOSTON | MA | 02116 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| JESSICA A BLOOM GALEN | |||||||||
| CASTLE ROCK ADVISORS 200 CLARENDON | STREET 35TH FLOOR | BOSTON | MA | 02116 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| ERIC N BLOOM | |||||||||
| CASTLE ROCK ADVISORS 200 CLARENDON | STREET 35TH FLOOR | BOSTON | MA | 02116 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| MATTHEW R BLOOM | |||||||||
| CASTLE ROCK ADVISORS 200 CLARENDON | STREET 35TH FLOOR | 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 | $4,982,903 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $107,926 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,090,829 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,090,829 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $76,362 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,014,467 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $250,723 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $250,723 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,709 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,709 | TotalTaxAmt |
| Distributable Before Adj | $248,014 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $248,014 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $248,014 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $194,070 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $194,070 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $194,070 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $248,014 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $187,970 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $194,070 | QualifyingDistributionsAmt |
| Applied To Year1 | $187,970 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $6,100 | 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 | $241,914 | 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 | BRADLEY M BLOOM | ContributingManagerNm |
| Contributing Manager | TERRIE F BLOOM | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ARTISTS FOR HUMANITY | |||||||
| 100 WEST 2ND STREET | BOSTON | MA | 02127 | NONE | PUBLIC CHARITY | GENERAL FUND | $2,500 |
| BRIGHAM AND WOMEN'S HOSPITAL | |||||||
| 116 HUNTINGTON AVENUE | BOSTON | MA | 02116 | NONE | PUBLIC CHARITY | BENJAMIN BANKS FELLOWSHIP | $5,000 |
| COMBINED JEWISH PHILANTHROPIES OF GREATER BOSTON | |||||||
| 126 HIGH STREET | BOSTON | MA | 02110 | NONE | PUBLIC CHARITY | GENERAL FUND | $73,000 |
| DETROIT SYMPHONY ORCHESTRA | |||||||
| 3711 WOODWORD AVENUE | DETROIT | MI | 48201 | NONE | PUBLIC CHARITY | GENERAL FUND | $2,500 |
| ENVIRONMENTAL DEFENSE FUND | |||||||
| 257 PARK AVENUE SOUTH | NEW YORK | NY | 10010 | NONE | PUBLIC CHARITY | GENERAL FUND | $25,000 |
| FISHER HOUSE FOUNDATION | |||||||
| 111 ROCKVILLE PIKE SUITE 420 | ROCKVILLE | MD | 20850 | NONE | PUBLIC CHARITY | GENERAL FUND | $15,000 |
| GREATER BOSTON FOOD BANK | |||||||
| 70 SOUTH BAY AVENUE | BOSTON | MA | 02118 | NONE | PUBLIC CHARITY | GENERAL FUND | $25,000 |
| JACOBS PILLOW DANCE | |||||||
| 358 GEORGE CARTER ROAD | BECKET | MA | 01223 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,000 |
| MAHAIWE PERFORMING ARTS CENTER | |||||||
| 14 CASTLE STREET | GREAT BARRINGTON | MA | 01230 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,000 |
| MASS MOCA FOUNDATION | |||||||
| 87 MARSHALL STREET | NORTH ADAMS | MA | 01247 | NONE | PUBLIC CHARITY | GENERAL FUND | $5,000 |
| NATIONAL YIDDISH BOOK CENTER | |||||||
| 1021 WEST STREET | AMHERST | MA | 01002 | NONE | PUBLIC CHARITY | GENERAL FUND | $5,000 |
| NORMAN ROCKWELL MUSEUM | |||||||
| 9 ROUTE 183 | STOCKBRIDGE | MA | 01262 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,000 |
| PAN-MASS CHALLENGE | |||||||
| 77 4TH AVENUE | NEEDHAM | MA | 02494 | NONE | PUBLIC CHARITY | GENERAL FUND | $5,000 |
| SHAKESPEARE & COMPANY | |||||||
| 70 KEMBLE STREET | LENOX | MA | 01240 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,000 |
| STERLING AND FRANCINE CLARK ART INSTITUTE (THE CLARK) | |||||||
| 225 SOUTH STREET | WILLIAMSTOWN | MA | 01267 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,000 |
| THE FOOD BANK OF WESTERN MASSACHUSETTS | |||||||
| 97 NORTH HATFIELD ROAD | HATFIELD | MA | 01038 | NONE | PUBLIC CHARITY | GENERAL FUND | $3,000 |
| THE MOUNTAIN SCHOOL | |||||||
| 151 MOUNTAIN SCHOOL ROAD | VERSHIRE | VT | 05079 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,000 |
| THE SEMPER FI FUND | |||||||
| 825 COLLEGE BOULEVARD SUITE 102 | OCEANSIDE | CA | 92057 | NONE | PUBLIC CHARITY | GENERAL FUND | $15,000 |
| THE SPORTS MUSEUM | |||||||
| 100 LEGENDS WAY | BOSTON | MA | 02114 | NONE | PUBLIC CHARITY | GENERAL FUND | $7,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $194,000 | 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 | $45 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $130,451 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $11,569 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $142,065 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $142,065 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | BRADLEY M BLOOM | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11 ALBION ROAD | AddressLine1 |
| City | WELLESLEY | City |
| State | MA | State |
| ZIP Code | 02181 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $502,697 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MORIARTY & PRIMACK | CategoryTxt |
| Amt | $2,697 | Amt |
| Net Investment Income | $1,349 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990PF PART VII-A, LINE 12 | FormAndLineReferenceDesc |
| Medium Explanation | THE FOUNDATION TREATED THE DISTRIBUTION AS A QUALIFYING DISTRIBUTION AS IT WAS USED EXCLUSIVELY FOR THE THE PURPOSE STIPULATED UNDER IRC 170(C)(2)(B) TO FURTHER BENEFIT A 501(C)(3) ORGANIZATION. | MediumExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| GS EMERGING MARKETS DEBT FUND | $200,000 | $179,259 |
| GS INFLATION PROTECTED SECURITIES FUND | $500,000 | $436,106 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| GS HIGH YIELD FUND | $349,447 | $392,715 |
| GS NON US EQUITY | $1,063,888 | $1,268,461 |
| GS US EQUITY | $1,502,243 | $2,488,006 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $547,300 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $551,123 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | SOCIAL FINANCE WORKFORCE REENTRY 2013 LLC | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $50,095 | BookValueAmt |
| EOYFMV | $48,624 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED DIVIDENDS RECEIVABLE | Desc |
| BOY Book Value | $617 | BOYBookValueAmt |
| EOY Book Value | $640 | EOYBookValueAmt |
| EOYFMV | $640 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SOCIAL FINANCE WORKFORCE REENTRY 2013 LLC | Desc |
| Revenue And Expenses Per Books | $25 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $25 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OUTSTANDING CHECKS | Desc |
| BOY Book Value | $5,000 | BOYBookValueAmt |
| EOY Book Value | $52,500 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | GOLDMAN SACHS FEES | CategoryTxt |
| Amt | $4,489 | Amt |
| Net Investment Income | $2,245 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX | $2,998 | $2,998 | $0 |
| MASSACHUSETTS FEE | $70 | $0 | $70 |
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