KAHN FAMILY CHARITABLE FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- KAHN FAMILY CHARITABLE FOUNDATION (EIN 20-3946440)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-10
- IRS object ID
- 201301309349100520
- 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 Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-10T07:50:42-07:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Stephen A Silver CPA PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5 Commonwealth Road Suite 3B | AddressLine1 |
| City | Natick | City |
| State | MA | State |
| ZIP Code | 01760 | 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 | 203946440 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Kahn Family Charitable Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | KAHN | NameControl |
| Phone | 7812355415 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21 Peirce Road | AddressLine1 |
| City | Wellesley | City |
| State | MA | State |
| ZIP Code | 02481 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Jordan A Kahn | Name |
| Title | Trustee | Title |
| Date Signed | 2013-05-10 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Stephen A Silver CPA | Name |
| PTIN | P00631548 | PTIN |
| Phone | 5086501040 | 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) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 1643774 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 68 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 68 | InterestOnSavingsNetInvstIncm |
| Interest On Savings Adj Net Incm | 68 | InterestOnSavingsAdjNetIncm |
| Dividends Rev And Expnss | 50463 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 50463 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 50463 | DividendsAdjNetIncm |
| Net Gain Sale Assets Rev And Expnss | 49608 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 122254 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 49608 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 100139 | TotalRevenueAndExpenses |
| Total Net Investment Income | 100139 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 50531 | TotalAdjustedNetIncome |
| Accounting Fees Rev And Expnss | 2536 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 2536 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 2536 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 2536 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 7248 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 7248 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Adj Net Incm | 7248 | OtherProfFeesAdjNetIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 7248 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 1693 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 630 | TaxesNetInvstIncm |
| Taxes Adj Net Incm | 630 | TaxesAdjNetIncm |
| Taxes Dsbrs Chrtbl Prps | 630 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 9 | OtherExpensesRevAndExpnss |
| Tot Opr Expenses Rev And Expnss | 11486 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 10414 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 10414 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 10414 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 189800 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 189800 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 201286 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 10414 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 10414 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 200214 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -101147 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 89725 | NetInvestmentIncome |
| Adjusted Net Income | 40117 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 47251 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 13648 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 13648 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 1160998 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 1246303 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 1246303 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 54262 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 62847 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 62847 | InvestmentsCorpBondsEOYFMV |
| Investments Other BOY | 351004 | InvestmentsOtherBOY |
| Investments Other EOY | 320976 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 320976 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 1613515 | TotalAssetsBOY |
| Total Assets EOY | 1643774 | TotalAssetsEOY |
| Total Assets EOYFMV | 1643774 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 1613515 | CapitalStockBOY |
| Capital Stock EOY | 1643774 | CapitalStockEOY |
| Total Net Assets BOY | 1613515 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1643774 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1613515 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1643774 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1613515 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -101147 | ExcessOfRevenueOverExpenses |
| Other Increases | 131406 | OtherIncreases |
| Subtotal | 1643774 | Subtotal |
| Total Net Assets Fund Balances EOY | 1643774 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (5 entries)
| Gain Or LossGainOrLoss | Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| 1035 | |||||||
| Capital Gain Dividends | |||||||
| 4557 | IShares IBoxx Investment Grade Corp Bond | P | 2006-03-07 | 2012-02-09 | 50051 | 45494 | 4557 |
| 17159 | Walmart Stores Inc | D | 1994-05-16 | 2012-12-14 | 20739 | 3580 | 17159 |
| 26857 | Walmart Stores Inc | D | 1998-09-04 | 2012-02-09 | 50429 | 23572 | 26857 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 49608 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 347045 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1861001 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.18648 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 323230 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 2044911 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.15807 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 312984 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 2053125 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.15244 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 308383 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 2672477 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.11539 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 310206 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 3148369 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.09853 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.71091 | TotalDistributionRatio |
| Average Distribution Ratio | 0.14218 | AverageDistributionRatio |
| Net Noncharitable Assets | 1626431 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 231251 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 897 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 232148 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 200214 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 1795 | InvestmentIncomeExciseTax |
| Subtotal | 1795 | Subtotal |
| Tax Based On Investment Income | 1795 | TaxBasedOnInvestmentIncome |
| Form2220 Attached | X | Form2220Attached |
| Penalty For Underpayment | 26 | PenaltyForUnderpayment |
| Tax Due | 1821 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Form990 T Filed | false | Form990TFiled |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | false | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | MA | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Jordan A Kahn Trustee | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 7812355414 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21 Peirce Road | AddressLine1 |
| City | Wellesley | City |
| State | MA | State |
| ZIP Code | 02481 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | false | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Undistr Income4942a2 Not Applied | false | UndistrIncome4942a2NotApplied |
| Business Holdings | false | BusinessHoldings |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Tr Fail To Qualify As Exceptions | false | TrFailToQualifyAsExceptions |
| Maint Expend Responsibility | false | MaintExpendResponsibility |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
| Proceeds Or Net Income | false | ProceedsOrNetIncome |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (5 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| Torianio D White | ||||||
| 19 Audobon Road | Milton | MA | 02186 | Trustee | 0.00 | 0 |
| Kris D Kahn | ||||||
| 43 Rutland Square Unit 1 | Boston | MA | 02118 | Trustee | 0.00 | 0 |
| Lawrence M Kahn | ||||||
| 33 Beechwood Terrace | Wellesley | MA | 02482 | Trustee | 0.00 | 0 |
| Susan R Kahn | ||||||
| 21 Peirce Road | Wellesley | MA | 02481 | Trustee | 0.00 | 0 |
| Jordan A Kahn | ||||||
| 21 Peirce Road | Wellesley | MA | 02481 | Trustee | 0.00 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 1651199 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 0 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1651199 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Adj Total FMV Of Unused Assets | 1651199 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 24768 | CashDeemedCharitable |
| Net Noncharitable Assets | 1626431 | NetNoncharitableAssets |
| Minimum Investment Return | 81322 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 81322 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 1795 | TaxBasedOnInvestmentIncome |
| Total Tax | 1795 | TotalTax |
| Distributable Amount Before Adj | 79527 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 79527 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 79527 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 200214 | ExpensesAndContributions |
| Qualifying Distributions | 200214 | QualifyingDistributions |
| Adj Qualifying Distributions | 200214 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 79527 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year5 | 281050 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 176115 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 211452 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 221990 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 256291 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 1146898 | TotalExcessDistriCarryover |
| Qualifying Distributions | 200214 | QualifyingDistributions |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 79527 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 120687 | RemainingDistriFromCorpus |
| Total Corpus | 1267585 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 281050 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 986535 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 176115 | ExcessFromYear4 |
| Excess From Year3 | 211452 | ExcessFromYear3 |
| Excess From Year2 | 221990 | ExcessFromYear2 |
| Excess From Year1 | 256291 | ExcessFromYear1 |
| Excess From Current Year | 120687 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | JORDAN A KAHN TRUSTEE | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21 PEIRCE ROAD | AddressLine1 |
| City | WELLESLEY | City |
| State | MA | State |
| ZIP Code | 02481 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 7812355415 | RecipientPhoneNumber |
| Form And Info And Materials | LETTER FORMAT | FormAndInfoAndMaterials |
| Submission Deadlines | NONE | SubmissionDeadlines |
| Restrictions On Awards | NONE | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (10 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| Guiding Eyes for the Blind | |||||||
| 611 Granite Springs Road | Yorktown Heights | NY | 10598 | N/A | N/A | Furtherance of Charitable Organization | $150 |
| The Greater Boston Food Bank | |||||||
| 70 South Bay Avenue | Boston | MA | 02118 | N/A | N/A | Furtherance of Charitable Organization | $150 |
| Team Hole in the Wall | |||||||
| 555 Long Wharf Drive | New Haven | CT | 06511 | N/A | N/A | Furtherance of Charitable Organization | $1,000 |
| Boston Harbor Island Alliance | |||||||
| 408 Atlantic Avenue Suite 228 | Boston | MA | 02110 | N/A | N/A | Furtherance of Charitable Organization | $2,500 |
| Beth Israel Deaconess Medical Center | |||||||
| 330 Brookline Avenue | Boston | MA | 02215 | N/A | N/A | Furtherance of Charitable Organization | $20,000 |
| AbilityPLUS Inc | |||||||
| 855 Hanover Street 497 | Manchester | NH | 03104 | N/A | N/A | Furtherance of Charitable Organization | $5,000 |
| The Meadowbrook School | |||||||
| 10 Farm Road | Weston | MA | 02493 | N/A | N/A | Furtherance of Charitable Organization | $1,000 |
| Chabad Center of Milford MA | |||||||
| 34 Cedar Street | Milford | MA | 01757 | N/A | N/A | Furtherance of Charitable Organization | $10,000 |
| Anti-Defamation League | |||||||
| PO Box 96226 | Washington | DC | 20090 | N/A | N/A | Furtherance of Charitable Organization | $15,000 |
| Combined Jewish Philanthropies | |||||||
| 126 High Street | Boston | MA | 02110 | N/A | N/A | Furtherance of Charitable Organization | $135,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 189800 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 68 | RelatedOrExemptFunctionIncome |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 50463 | RelatedOrExemptFunctionIncome |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 49608 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 100139 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 100139 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Stephen A Silver, CPA, P.C. | Category |
| Amount | $2,536 | Amount |
| Net Investment Income | 2536 | NetInvestmentIncome |
| Adjusted Net Income | 2536 | AdjustedNetIncome |
| Disbursements Charitable Prps | 2536 | DisbursementsCharitablePrps |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Bond | GS High Yield Fund | NameOfBond |
| EOY Book Value | 62847 | EOYBookValue |
| EOYFMV | 62847 | EOYFMV |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (2 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| Foreign Stocks | 240320 | 240320 |
| US Stocks | 1005983 | 1005983 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Other Investment Grade Securities | CategoryOrItem |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMV |
| Book Value | 320976 | BookValue |
| EOYFMV | 320976 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Penalties - Form 990-PF | Description |
| Revenue And Expenses Per Books | 9 | RevenueAndExpensesPerBooks |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Fees | Category |
| Amount | $7,248 | Amount |
| Net Investment Income | 7248 | NetInvestmentIncome |
| Adjusted Net Income | 7248 | AdjustedNetIncome |
| Disbursements Charitable Prps | 7248 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes (3 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| Foreign Tax Paid on Investments | $595 | 595 | 595 | 595 |
| Federal Tax Form 990-PF | $1,063 | |||
| Commonwealth of MA Form PC | $35 | 35 | 35 | 35 |
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