EDWARD PAYSON GEORGE CHARITABLE TRUST: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- EDWARD PAYSON GEORGE CHARITABLE TRUST (EIN 01-6162330)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-03-20
- IRS object ID
- 201330799349100108
- Schema version
- 2012v2.1
- 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 Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-03-20T13:21:23-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042442519 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EDELSTEIN AND COMPANY LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 160 FEDERAL STREET 9TH FLOOR | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 021101772 | 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 | 016162330 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EDWARD PAYSON GEORGE CHARITABLE TRUST | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | GEOR | NameControl |
| Phone | 6173064917 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | BOX 140334 CHARLES STREET STATION | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02114 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ARTHUR E STROUT | Name |
| Title | TRUSTEE | Title |
| Phone | 6173064917 | Phone |
| Date Signed | 2013-03-15 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ALFONSO PERILLO | Name |
| PTIN | P00950491 | PTIN |
| Phone | 6172276161 | Phone |
| Date Prepared | 2013-03-15 | DatePrepared |
| 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 | 5710451 | 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 | 36201 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 36201 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 126307 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 125138 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 13484 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 820981 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 3 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 3 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 175995 | TotalRevenueAndExpenses |
| Total Net Investment Income | 161342 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 30000 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 6000 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 24000 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 2750 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 1375 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 1375 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 6897 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 2534 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Trav Conf Meeting Rev And Expnss | 49 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Net Invst Incm | 0 | TravConfMeetingNetInvstIncm |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 49 | TravConfMeetingDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 1788 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 1540 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 248 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 41484 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 11449 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 25672 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 838334 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 838334 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 879818 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 11449 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 864006 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -703823 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 149893 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 609108 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 250409 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 250409 | SavingsAndTempCashInvstEOYFMV |
| Investments Govt Oblig BOY | 264220 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 256792 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 256792 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 3466819 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 3356576 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 3356576 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 672946 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 706566 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 706566 | InvestmentsCorpBondsEOYFMV |
| Investments Other BOY | 1236836 | InvestmentsOtherBOY |
| Investments Other EOY | 1140108 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 1140108 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 6249929 | TotalAssetsBOY |
| Total Assets EOY | 5710451 | TotalAssetsEOY |
| Total Assets EOYFMV | 5710451 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | 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 | 6249929 | RetainedEarningsBOY |
| Retained Earnings EOY | 5710451 | RetainedEarningsEOY |
| Total Net Assets BOY | 6249929 | TotalNetAssetsBOY |
| Total Net Assets EOY | 5710451 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 6249929 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 5710451 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 6249929 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -703823 | ExcessOfRevenueOverExpenses |
| Other Increases | 164345 | OtherIncreases |
| Subtotal | 5710451 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 5710451 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)
| Description Of AssetDescriptionOfAsset | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses | How AcquiredHowAcquired |
|---|---|---|---|---|---|
| SALE OF PUBLICLY TRADED SECURITIES | 807897 | 856489 | -48592 | -48592 | |
| CAPITAL GAINS DIVIDENDS | 13084 | 13084 | 13084 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -35508 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 638267 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 6346333 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.100573 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 600539 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 4639982 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.129427 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 270303 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1903525 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.142001 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 9000 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 61683 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.145907 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 400 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 1044 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.383142 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.901050 | TotalDistributionRatio |
| Average Distribution Ratio | 0.180210 | AverageDistributionRatio |
| Net Noncharitable Assets | 5890488 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 1061525 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 1499 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 1063024 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 864006 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 2998 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 2998 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 2998 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 3320 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 3320 | TotalCreditsAndPayments |
| Overpayment | 322 | Overpayment |
| Amount Credited To Next Year | 322 | 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 Person Name | ARTHUR E STROUT | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 6173064917 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 145 PINCKNEY STREET APT 701 | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02114 | 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 | 1 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | 0 | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| ARTHUR E STROUT | ||||||||
| BOX 140334 CHARLES ST STATION | BOSTON | MA | 02114 | TRUSTEE | 1.00 | 15000 | 0 | 0 |
| PAUL E LYNCH MD | ||||||||
| BOX 140334 CHARLES ST STATION | BOSTON | MA | 02114 | TRUSTEE | 1.00 | 15000 | 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 | 5550432 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 429759 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 5980191 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 5980191 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 89703 | CashDeemedCharitable |
| Net Noncharitable Assets | 5890488 | NetNoncharitableAssets |
| Minimum Investment Return | 294524 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 294524 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 2998 | TaxBasedOnInvestmentIncome |
| Total Tax | 2998 | TotalTax |
| Distributable Amount Before Adj | 291526 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 291526 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 291526 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 864006 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 864006 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 864006 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 291526 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 400 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 5865 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 176106 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 370761 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 324233 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 877365 | TotalExcessDistriCarryover |
| Qualifying Distributions | 864006 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 291526 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 572480 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 1449845 | 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 | 400 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 1449445 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 5865 | ExcessFromYear4 |
| Excess From Year3 | 176106 | ExcessFromYear3 |
| Excess From Year2 | 370761 | ExcessFromYear2 |
| Excess From Year1 | 324233 | ExcessFromYear1 |
| Excess From Current Year | 572480 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | ARTHUR E STROUT | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | BOX 140334 CHARLES STREET STATION | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02114 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 6173064917 | RecipientPhoneNumber |
| Recipient Email Address | CALAES701@GMAIL.COM | RecipientEmailAddress |
| Form And Info And Materials | PROVIDE A LETTER DETAILING THE PURPOSE AND AMOUNT OF GRANT ALONG WITH VERIFICATION OF 501(C)(3) STATUS. | FormAndInfoAndMaterials |
| Submission Deadlines | NONE | SubmissionDeadlines |
| Restrictions On Awards | NONE | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (6 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| AIDS ACTION COMMITTEE OF MASSACHUSETTS | |||||||
| 75 AMORY STREET | BOSTON | MA | 02119 | N/A | 509(A) | HEALTH | $290,000 |
| BEACON HILL CIVIC ASSOCIATION | |||||||
| 74 JOY STREET | BOSTON | MA | 02114 | N/A | 509(A) | COMMUNITY SERVICES | $2,500 |
| BEACON HILL VILLAGE | |||||||
| 74 JOY STREET | BOSTON | MA | 02114 | N/A | 509(A) | COMMUNITY SERVICES | $5,000 |
| COMMUNITY MUSIC CENTER OF BOSTON | |||||||
| 34 WARREN AVENUE | BOSTON | MA | 02116 | N/A | 509(A) | EDUCATION | $55,000 |
| FENWAY COMMUNITY HEALTH CENTER INC | |||||||
| 1340 BOYLSTON STREET | BOSTON | MA | 02215 | N/A | HOSPITAL | HEALTH CARE | $483,334 |
| HALEY HOUSE INC | |||||||
| 23 DARTMOUTH STREET | BOSTON | MA | 02116 | N/A | 509(A) | COMMUNITY SERVICES | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 838334 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $36,201 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $126,307 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $13,484 | ExclusionAmount |
Other Revenue Described OtherRevenueDescribed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | BRADFORD GORDON MASTER L.P.-INCOME FROM K-1 | Description |
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $3 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $175,995 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 175995 | 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) |
|---|---|---|
| Category | TAX PREPARATION | Category |
| Amount | $2,750 | Amount |
| Net Investment Income | 1375 | NetInvestmentIncome |
| Disbursements Charitable Prps | 1375 | DisbursementsCharitablePrps |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Bond | FIDELITY INVESTMENTS | NameOfBond |
| EOY Book Value | 706566 | EOYBookValue |
| EOYFMV | 706566 | EOYFMV |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | FIDELITY INVESTMENTS | NameOfStock |
| EOY Book Value | 3356576 | EOYBookValue |
| EOYFMV | 3356576 | EOYFMV |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Securities EOY Book Value | 256792 | USGovtSecuritiesEOYBookValue |
| US Govt Securities EOYFMV | 256792 | USGovtSecuritiesEOYFMV |
| State Local Securities EOY Book Val | 0 | StateLocalSecuritiesEOYBookVal |
| State Local Securities EOYFMV | 0 | StateLocalSecuritiesEOYFMV |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | FIDELITY MUTUAL FUNDS | CategoryOrItem |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMV |
| Book Value | 1140108 | BookValue |
| EOYFMV | 1140108 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (6 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| STATE FILING FEES | 70 | 0 | 70 |
| OFFICE EXPENSES | 131 | 52 | 79 |
| POSTAGE AND MAIL BOX RENTAL | 110 | 11 | 99 |
| FIDELITY ACCOUNT FEES | 93 | 93 | 0 |
| MARGIN INTEREST PAID | 126 | 126 | 0 |
| ACCRUED INTEREST PAID ON BOND PURCHASES | 1258 | 1258 | 0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | BRADFORD GORDON MASTER L.P.-INCOME FROM K-1 | Description |
| Revenue And Expenses Per Books | 3 | RevenueAndExpensesPerBooks |
| Net Investment Income | 3 | NetInvestmentIncome |
| Adjusted Net Income | 3 | AdjustedNetIncome |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UNREALIZED GAINS ON INVESTMENTS | Description |
| Amount | $164,345 | Amount |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FOREIGN TAXES PAID | $2,534 | 2534 | 0 |
| FEDERAL EXCISE TAX | $4,363 | 0 | 0 |
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