DMR FAMILY FOUNDATION INC: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- DMR FAMILY FOUNDATION INC (EIN 20-0380136)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-02-12
- IRS object ID
- 201300439349100515
- Schema version
- 2012v2.0
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-02-12T14:08:00-06:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043296226 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DICICCO GULMAN & COMPANY LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 PRESIDENTIAL WAY SUITE 510 | AddressLine1 |
| City | WOBURN | City |
| State | MA | State |
| ZIP Code | 01801 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200380136 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DMR FAMILY FOUNDATION INC FKA JDR | BusinessNameLine1 |
| Business Name Line2 | CHARITABLE FOUNDATION INC C/O SRH LLC | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | DMRF | NameControl |
| Phone | 7814496650 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1215 CHESTNUT STREET | AddressLine1 |
| City | NEWTON | City |
| State | MA | State |
| ZIP Code | 02464 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ROBERT CASEY | Name |
| Title | TREASURER | Title |
| Phone | 7814496650 | Phone |
| Date Signed | 2013-02-11 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DONALD J TROY CPA PC | Name |
| PTIN | P00322664 | PTIN |
| Phone | 7819375300 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | X | AddressChange |
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 582008 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 0 | ContriReceivedRevAndExpnss |
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Dividends Rev And Expnss | 18152 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 18152 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | -10417 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 535000 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 5 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 5 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 7740 | TotalRevenueAndExpenses |
| Total Net Investment Income | 18157 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Legal Fees Rev And Expnss | 357 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 0 | LegalFeesNetInvstIncm |
| Legal Fees Dsbrs Chrtbl Prps | 0 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 2600 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 1000 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 24 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 24 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 3981 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 24 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 43500 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 43500 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 47481 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 24 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 43500 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -39741 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 18133 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 3984 | CashBOY |
| Cash EOY | 9503 | CashEOY |
| Cash EOYFMV | 9503 | CashEOYFMV |
| Accounts Receivable BOY | 15000 | AccountsReceivableBOY |
| Investments Corp Bonds BOY | 603058 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 572793 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 572438 | InvestmentsCorpBondsEOYFMV |
| Investments Other BOY | 62 | InvestmentsOtherBOY |
| Investments Other EOY | 67 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 67 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 622104 | TotalAssetsBOY |
| Total Assets EOY | 582363 | TotalAssetsEOY |
| Total Assets EOYFMV | 582008 | TotalAssetsEOYFMV |
| Accounts Payable BOY | 151 | AccountsPayableBOY |
| Accounts Payable EOY | 151 | AccountsPayableEOY |
| Total Liabilities BOY | 151 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 151 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 621953 | RetainedEarningsBOY |
| Retained Earnings EOY | 582212 | RetainedEarningsEOY |
| Total Net Assets BOY | 621953 | TotalNetAssetsBOY |
| Total Net Assets EOY | 582212 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 622104 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 582363 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 621953 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -39741 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 582212 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 582212 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (4 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| 6400 SH AT&T | P | 2008-01-18 | 2012-02-15 | 160000 | 159026 | 974 | 974 |
| 5000 SH CBS CORP | P | 2007-03-22 | 2012-03-28 | 125000 | 126255 | -1255 | -1255 |
| 5000 SH ARCH CAPITAL GROUP | P | 2007-03-27 | 2012-05-02 | 125000 | 133255 | -8255 | -8255 |
| 5000 SH GEN'L ELEC | P | 2008-01-17 | 2012-11-13 | 125000 | 126881 | -1881 | -1881 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -10417 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 263270 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 751143 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.350493 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 266250 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 877528 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.303409 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 475843 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 892672 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.533055 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 690960 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 1481475 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.466400 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 416355 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 1642954 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.253419 | DistributionRatioYear5 |
| Total Distribution Ratio | 1.906776 | TotalDistributionRatio |
| Average Distribution Ratio | 0.381355 | AverageDistributionRatio |
| Net Noncharitable Assets | 595185 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 226977 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 181 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 227158 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 43500 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 363 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 363 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 363 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 1200 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 1200 | TotalCreditsAndPayments |
| Overpayment | 837 | Overpayment |
| Amount Credited To Next Year | 837 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | MA | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEPHEN N WILCHINS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 7812374400 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20 WILLIAM STREET SUITE 130 | AddressLine1 |
| City | WELLESLEY | City |
| State | MA | State |
| ZIP Code | 02481 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 1 | BusinessHoldings |
| Excess Business Holdings | 0 | ExcessBusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (6 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| DAVID M ROSENBERG | ||||||||
| C/O SRH LLC 1215 CHESTNUT STREET | NEWTON | MA | 02464 | PRESIDENT AND DIRECTOR | 0.00 | 0 | 0 | 0 |
| SCOTT A KANTER | ||||||||
| C/O SRH LLC 1215 CHESTNUT STREET | NEWTON | MA | 02464 | TREASURER | 0.00 | 0 | 0 | 0 |
| STEPHEN N WILCHINS | ||||||||
| 20 WILLIAM STREET SUITE 130 | WELLESLEY | MA | 02481 | CLERK | 0.00 | 0 | 0 | 0 |
| BETH H ROSENBERG | ||||||||
| 505 TREMONT STREET 906 | BOSTON | MA | 02116 | DIRECTOR | 0.00 | 0 | 0 | 0 |
| SCOTT A KANTER | ||||||||
| C/O SRH LLC 1215 CHESTNUT STREET | NEWTON | MA | 02464 | DIRECTOR | 0.00 | 0 | 0 | 0 |
| STEPHEN N WILCHINS | ||||||||
| 20 WILLIAM STREET SUITE 130 | WELLESLEY | MA | 02481 | DIRECTOR | 0.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 593511 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 10738 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 604249 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 604249 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 9064 | CashDeemedCharitable |
| Net Noncharitable Assets | 595185 | NetNoncharitableAssets |
| Minimum Investment Return | 29759 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 29759 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 363 | TaxBasedOnInvestmentIncome |
| Total Tax | 363 | TotalTax |
| Distributable Amount Before Adj | 29396 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 29396 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 29396 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 43500 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 43500 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 43500 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 29396 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 335789 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 618974 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 432681 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 223490 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 226701 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 1837635 | TotalExcessDistriCarryover |
| Qualifying Distributions | 43500 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 29396 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 14104 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 1851739 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 335789 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 1515950 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 618974 | ExcessFromYear4 |
| Excess From Year3 | 432681 | ExcessFromYear3 |
| Excess From Year2 | 223490 | ExcessFromYear2 |
| Excess From Year1 | 226701 | ExcessFromYear1 |
| Excess From Current Year | 14104 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DAVID M ROSENBERG | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (9 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| H3MISSIONS INC | |||||||
| P O BOX 53202 | RIVERSIDE | CA | 92517 | N/A | PUBLIC CHARITY | MEDICAL RESEARCH | $5,000 |
| BUCKINGHAM BROWNE & NICHOLS SCHOOL | |||||||
| 80 GERRYS LANDING ROAD | CAMBRIDGE | MA | 02138 | N/A | PUBLIC CHARITY | EDUCATION | $2,000 |
| TED RUBIN MEMORIAL | |||||||
| 120 TURNPIKE STREET | CANTON | MA | 02021 | N/A | PUBLIC CHARITY | MEDICAL RESEARCH | $1,500 |
| MARTHA VINEYARD HEBREW CENTER | |||||||
| 130 CENTER STREET | VINEYARD HAVEN | MA | 02568 | N/A | PUBLIC CHARITY | RELIGIOUS | $6,000 |
| PAN MASSACHUSETTS CHALLENGE TRUST | |||||||
| P O BOX 849168 | BOSTON | MA | 02284 | N/A | PUBLIC CHARITY | MEDICAL RESEARCH | $2,000 |
| PROJECT HOPE | |||||||
| 550 DUDLEY STREET | ROXBURY | MA | 02119 | N/A | PUBLIC CHARITY | MEDICAL RESEARCH | $5,000 |
| BEAVER COUNTRY DAY SCHOOL | |||||||
| 791 HAMMOND STREET | CHESTNUT HILL | MA | 02467 | N/A | PUBLIC CHARITY | EDUCATION | $10,000 |
| TUFTS UNIVERSITY HILLEL CENTER | |||||||
| P O BOX 55036 | BOSTON | MA | 02205 | N/A | PUBLIC CHARITY | EDUCATION | $10,000 |
| JUVENILE DIABETES RESEARCH FOUNDATION | |||||||
| 60 WALNUT ST 102 | WELLESLEY HILLS | MA | 02481 | N/A | PUBLIC CHARITY | MEDICAL RESEARCH | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 43500 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $18,152 | ExclusionAmount |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 16 | ExclusionCode |
| Exclusion | $5 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | -$10,417 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $7,740 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 7740 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amount | $2,600 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Bond | INVESMENT IN JP MORGAN SECURITIES | NameOfBond |
| EOY Book Value | 572793 | EOYBookValue |
| EOYFMV | 572438 | EOYFMV |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (2 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| INVESTMENT IN FREDERICK HEIGHTS INVESTORS,LLC | AT COST | 10 | 10 |
| INVESTMENT IN SAWYER RP ADVISORS, LLC | AT COST | 57 | 57 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amount | $357 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | BANK CHARGES | Description |
| Revenue And Expenses Per Books | 24 | RevenueAndExpensesPerBooks |
| Net Investment Income | 24 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | K-1 INCOME FROM SAWYER RP ADVISORS, LLC | Description |
| Revenue And Expenses Per Books | 5 | RevenueAndExpensesPerBooks |
| Net Investment Income | 5 | NetInvestmentIncome |
| Adjusted Net Income | 5 | AdjustedNetIncome |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL INCOME TAX | Category |
| Amount | $1,000 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
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