REMONDI FAMILY FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- REMONDI FAMILY FOUNDATION (EIN 20-8037556)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-07
- IRS object ID
- 201341279349100014
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-07T11:43:32-05:00 | 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 | 208037556 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | REMONDI FAMILY FOUNDATION | BusinessNameLine1 |
| Business Name Line2 | C/O JOHN J REMONDI TRUSTEE | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | REMO | NameControl |
| Phone | 6175636749 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 BOYLSTON STREET NO 507 | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 021163956 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOHN J REMONDI | Name |
| Title | TRUSTEE | Title |
| Phone | 6175636749 | Phone |
| Date Signed | 2013-04-29 | 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 | 2013-04-24 | 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 | 13745008 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 2802016 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 6961 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 6961 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 461933 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 458664 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 218124 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 1263057 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 246130 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | -63647 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | -20091 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 3425387 | TotalRevenueAndExpenses |
| Total Net Investment Income | 691664 | 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 |
| Accounting Fees Rev And Expnss | 4600 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 4600 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 62543 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 33907 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 28636 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 8080 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 166 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 724 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 224 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 500 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 75947 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 34297 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 33736 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 382000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 382000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 457947 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 34297 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 415736 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 2967440 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 657367 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 709410 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 1513223 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 1513223 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 5028146 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 6127164 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 6127164 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 123802 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 51288 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 51288 | InvestmentsCorpBondsEOYFMV |
| Investments Other BOY | 4366667 | InvestmentsOtherBOY |
| Investments Other EOY | 6053333 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 6053333 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 10228025 | TotalAssetsBOY |
| Total Assets EOY | 13745008 | TotalAssetsEOY |
| Total Assets EOYFMV | 13745008 | 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 | 10228025 | RetainedEarningsBOY |
| Retained Earnings EOY | 13745008 | RetainedEarningsEOY |
| Total Net Assets BOY | 10228025 | TotalNetAssetsBOY |
| Total Net Assets EOY | 13745008 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 10228025 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 13745008 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 10228025 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 2967440 | ExcessOfRevenueOverExpenses |
| Other Increases | 549543 | OtherIncreases |
| Subtotal | 13745008 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 13745008 | 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 | 1240293 | 1016927 | 223366 | 223366 | |
| CAPITAL GAINS DIVIDENDS | 22764 | 22764 | 22764 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 246130 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 189302 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 7913035 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.023923 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 138031 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 3859403 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.035765 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 74754 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 2608994 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.028652 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 56625 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 1692822 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.033450 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 27357 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 1429427 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.019138 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.140928 | TotalDistributionRatio |
| Average Distribution Ratio | 0.028186 | AverageDistributionRatio |
| Net Noncharitable Assets | 10819406 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 304956 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 6574 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 311530 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 415736 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 6574 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 6574 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 6574 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 4800 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 4800 | TotalCreditsAndPayments |
| Tax Due | 1774 | TaxDue |
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 | 1 | UnrelatedBusIncomeOver1000 |
| Form990 T Filed | 1 | Form990TFiled |
| 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 | FIDELITY PRIVATE FOUNDATION SERVICE | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 8003344438 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 SEAPORT BLVD | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02210 | 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 | 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| JOHN J REMONDI | ||||||||
| 300 BOYLSTON STREET UNIT 507 | BOSTON | MA | 02116 | TRUSTEE | 4.00 | 0 | 0 | 0 |
| DOROTHY A REMONDI | ||||||||
| 300 BOYLSTON STREET UNIT 507 | BOSTON | MA | 02116 | TRUSTEE | 0.00 | 0 | 0 | 0 |
| DIANE D DEFALCO | ||||||||
| 300 BOYLSTON STREET UNIT 507 | BOSTON | MA | 02116 | TRUSTEE | 0.00 | 0 | 0 | 0 |
| JOHN F REMONDI | ||||||||
| 300 BOYLSTON STREET UNIT 507 | BOSTON | MA | 02116 | TRUSTEE | 0.00 | 0 | 0 | 0 |
| STEPHEN A REMONDI | ||||||||
| 300 BOYLSTON STREET UNIT 507 | BOSTON | MA | 02116 | TRUSTEE | 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 | 10319028 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 665141 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 10984169 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 10984169 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 164763 | CashDeemedCharitable |
| Net Noncharitable Assets | 10819406 | NetNoncharitableAssets |
| Minimum Investment Return | 540970 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 540970 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 6574 | TaxBasedOnInvestmentIncome |
| Total Tax | 6574 | TotalTax |
| Distributable Amount Before Adj | 534396 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 534396 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 534396 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 415736 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 415736 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 6574 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 409162 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 534396 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 378727 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 415736 | QualifyingDistributions |
| Applied To Year1 | 378727 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 37009 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 0 | 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 | 497387 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JOHN J REMONDI | ContributingManager |
| Contributing Manager | DOROTHY A REMONDI | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (22 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| ADOPT-A-STUDENT FOUNDATION | ||||||||
| 82 DEVONSHIRE STREET R7E | BOSTON | MA | 02109 | N/A | 509(A) | EDUCATION | $101,000 | |
| BIG BROTHERS BIG SISTERS OF MASSACHUSETTS BAY | ||||||||
| 75 FEDERAL STREET 5TH FLOOR | BOSTON | MA | 02110 | N/A | 509(A) | COMMUNITY SERVICE | $1,000 | |
| CAMP HARBOR VIEW FOUNDATION INC | ||||||||
| C/O CONNORS FAMILY OFFICE 200 | BOSTON | MA | 02116 | N/A | 509(A) | COMMUNITY SERVICE | $10,000 | CLARENDON ST |
| CATHEDRAL HIGH SCHOOL | ||||||||
| 74 UNION PARK STREET | BOSTON | MA | 02118 | N/A | SCHOOL | EDUCATION | $100,000 | |
| CATHOLIC SCHOOLS FOUNDATION INC | ||||||||
| 260 FRANKLIN STREET SUITE 630 | BOSTON | MA | 02110 | N/A | 509(A) | EDUCATION | $50,000 | |
| DANA-FARBER CANCER INSTITUTE | ||||||||
| 10 BROOKLINE PLACE WEST 6TH FLOOR | BROOKLINE | MA | 02445 | N/A | 509(A) | MEDICAL RESEARCH | $1,000 | |
| NATIONAL BRAIN TUMOR SOCIETY INC | ||||||||
| 124 WATERTOWN STREET SUITE 2D | WATERTOWN | MA | 02472 | N/A | 509(A) | MEDICAL RESEARCH | $5,000 | |
| PAUL LORING AND PATRICK FORDE MEMORIAL FUND | ||||||||
| 58 WILLOW STREET | WEST ROXBURY | MA | 02132 | N/A | 509(A) | EDUCATION | $1,000 | |
| ST JUDE CHILDRENS RESEARCH HOSPITAL INC | ||||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | N/A | HOSPITAL | HEALTH & MEDICINE | $1,000 | |
| ST MICHAELS COLLEGE | ||||||||
| 1 WINOOSKI PARK | COLCHESTER | VT | 05439 | N/A | COLLEGE | EDUCATION | $750 | |
| ST SEBASTIANS SCHOOL INC | ||||||||
| 1191 GREENDALE AVE | NEEDHAM | MA | 02492 | N/A | SCHOOL | EDUCATION | $1,500 | |
| VILLANOVA UNIVERSITY | ||||||||
| 800 LANCASTER AVENUE | VILLANOVA | PA | 19085 | N/A | UNIVERSITY | EDUCATION | $1,250 | |
| VINEYARD MONTESSORI SCHOOL | ||||||||
| PO BOX 994 | VINEYARD HAVEN | MA | 02568 | N/A | SCHOOL | EDUCATION | $1,000 | |
| WEST TISBURY LIBRARY FOUNDATION INC | ||||||||
| PO BOX 1238 | WEST TISBURY | MA | 02575 | N/A | 509(A) | COMMUNITY SERVICE | $5,000 | |
| BELMONT HILL SCHOOL | ||||||||
| 350 PROSPECT STREET | BELMONT | MA | 02478 | N/A | SCHOOL | EDUCATION | $5,000 | |
| TRUSTEES OF TUFTS UNIVERSITY | ||||||||
| PO BOX 3306 | BOSTON | MA | 02241 | N/A | UNIVERSITY | EDUCATION | $5,000 | |
| FEATHERSTONE CENTER FOR THE ARTS INC | ||||||||
| PO BOX 1145 | OAK BLUFFS | MA | 02257 | N/A | 509(A) | COMMUNITY SERVICES | $5,000 | |
| CAPE COD HEALTHCARE INC | ||||||||
| PO BOX 370 | HYANNIS | MA | 02601 | N/A | TYPE II SO | HEALTHCARE | $30,000 | |
| MARY C WHEELER SCHOOL INC | ||||||||
| 216 HOPE STREET | PROVIDENCE | RI | 02906 | N/A | SCHOOL | EDUCATION | $5,000 | |
| PARTNERS HEALTHCARE SYSTEM INC | ||||||||
| 165 CAMBRIDGE STREET | BOSTON | MA | 02114 | N/A | TYPE I SO | HEALTH AND MEDICINE | $50,000 | |
| WOUNDED WARRIOR PROJECT INC | ||||||||
| PO BOX 758517 | TOPEKA | KS | 66675 | N/A | 509(A) | HEALTH AND HUMAN SERVICES | $1,000 | |
| FAMILIES OF SPINAL MUSCULAR ATROPHY | ||||||||
| 925 BUSSE ROAD | ELK GROVE VILLAGE | IL | 60007 | N/A | 509(A) | HEALTH AND MEDICINE | $1,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 382000 | 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 | $6,961 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $461,933 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $218,124 | ExclusionAmount |
Other Revenue Described OtherRevenueDescribed (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Unrelated Business IncomeUnrelatedBusinessIncomeAmount | Exclusion CodeExclusionCode | ExclusionExclusionAmount |
|---|---|---|---|---|
| LINN ENERGY, LLC FORM K-1 | 523000 | -$43,556 | 14 | -$21,906 |
| SECURITY LITIGATION PROCEEDS | 14 | $1,815 |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | -$43,556 | UnrelatedBusinessIncomeAmount |
| Exclusion | $666,927 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 623371 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo (3 entries)
| Contributor NumberContributorNumber | Contributor Name IndividualContributorNameIndividual | Address Line1ContributorAddressUS/AddressLine1 | CityContributorAddressUS/City | StateContributorAddressUS/State | ZIP CodeContributorAddressUS/ZIPCode | Aggregate ContributionsAggregateContributions | Noncash Contribution TypeNoncashContributionType | Person Contribution TypePersonContributionType |
|---|---|---|---|---|---|---|---|---|
| 1 | JOHN J DOROTHY REMONDI | 300 BOYLSTON STREET UNIT 507 | BOSTON | MA | 021163956 | 1700000 | X | |
| 2 | JOHN J DOROTHY REMONDI | 300 BOYLSTON STREET UNIT 507 | BOSTON | MA | 021163956 | 100000 | X | |
| 3 | JOHN J DOROTHY REMONDI | 300 BOYLSTON STREET UNIT 507 | BOSTON | MA | 021163956 | 1002016 | X |
Noncash Property NoncashProperty (2 entries)
| Contributor Number From Part IContributorNumberFromPartI | Noncash Property DescriptionNoncashPropertyDescription | Fair Market ValueFairMarketValue | Date ReceivedDateReceived |
|---|---|---|---|
| 1 | 1,700,000 PRINCIPAL OF FMR SUBORDINATED SERIES A NOTE | 1700000 | 2012-12-05 |
| 2 | 100,000 PRINCIPAL OF 2012 FMR SERIES Y1 DEBENTURE | 100000 | 2012-02-21 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION | Category |
| Amount | $4,600 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 4600 | DisbursementsCharitablePrps |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Bond | CORPORATE BONDS | NameOfBond |
| EOY Book Value | 51288 | EOYBookValue |
| EOYFMV | 51288 | EOYFMV |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | CORPORATE EQUITIES | NameOfStock |
| EOY Book Value | 6127164 | EOYBookValue |
| EOYFMV | 6127164 | EOYFMV |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (6 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| 2008 FMR LLC SERIES U1 DEBENTURE | FMV | 900000 | 900000 |
| 2008 CORPORATE NOTES | FMV | 113333 | 113333 |
| 2008 FMR LLC SERIES A SUBORDINATED NOTE | FMV | 4600000 | 4600000 |
| 2010 CORPORATE NOTES | FMV | 240000 | 240000 |
| 2011 FMR LLC SERIES X1 DEBENTURE | FMV | 100000 | 100000 |
| 2012 FMR LLC SERIES Y1 DEBENTURE | FMV | 100000 | 100000 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| STATE FILING FEES | 500 | 0 | 500 |
| OTHER INVESTMENT EXPENSES | 224 | 224 | 0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome |
|---|---|---|---|
| LINN ENERGY, LLC FORM K-1 | -65462 | -21906 | -65462 |
| SECURITY LITIGATION PROCEEDS | 1815 | 1815 | 1815 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UNREALIZED GAIN ON INVESTMENTS | Description |
| Amount | $549,543 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FPFS FEES | $35,217 | 6581 | 28636 |
| INVESTMENT MANAGEMENT FEES | $27,326 | 27326 | 0 |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FEDERAL EXCISE TAX | $7,914 | 0 | 0 |
| FOREIGN TAXES PAID ON DIVIDENDS | $166 | 166 | 0 |
Comments