LISA P LOEB FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- LISA P LOEB FOUNDATION (EIN 04-6860384)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-06-25
- IRS object ID
- 201341769349100209
- 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 Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-06-25T16:08:06-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043339202 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Kennedy Parker & Co | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 175 Derby Street Suite 19 | AddressLine1 |
| City | Hingham | City |
| State | MA | State |
| ZIP Code | 02043 | 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 | 046860384 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Lisa P Loeb Foundation | BusinessNameLine1 |
| Business Name Line2 | Stephen M Richmond Trustee | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | LISA | NameControl |
| Phone | 6173325828 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8 Manitoba Road | AddressLine1 |
| City | Waban | City |
| State | MA | State |
| ZIP Code | 02468 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Stephen M Richmond | Name |
| Title | Trustee | Title |
| Phone | 6173325828 | Phone |
| Date Signed | 2013-06-25 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Allan D Parker III | Name |
| PTIN | P01228360 | PTIN |
| Phone | 7817409065 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 509978 | 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 |
| Dividends Rev And Expnss | 11590 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 11590 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 11121 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 91869 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 11121 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 22711 | TotalRevenueAndExpenses |
| Total Net Investment Income | 22711 | 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 | 1321 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 1321 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 5592 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 5592 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 184 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 184 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 35 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 35 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 7132 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 7132 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 24120 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 24120 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 31252 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 7132 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 24120 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -8541 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 15579 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 349 | CashBOY |
| Cash EOY | 3772 | CashEOY |
| Cash EOYFMV | 3772 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 2025 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 14779 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 14779 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 305950 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 267844 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 317335 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 151958 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 152346 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 161585 | InvestmentsCorpBondsEOYFMV |
| Investments Other BOY | 0 | InvestmentsOtherBOY |
| Investments Other EOY | 13000 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 12507 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 460282 | TotalAssetsBOY |
| Total Assets EOY | 451741 | TotalAssetsEOY |
| Total Assets EOYFMV | 509978 | 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 | 460282 | RetainedEarningsBOY |
| Retained Earnings EOY | 451741 | RetainedEarningsEOY |
| Total Net Assets BOY | 460282 | TotalNetAssetsBOY |
| Total Net Assets EOY | 451741 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 460282 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 451741 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 460282 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -8541 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 451741 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 451741 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (11 entries)
| Description Of AssetDescriptionOfAsset | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses | How AcquiredHowAcquired |
|---|---|---|---|---|---|---|---|
| Artio Intl Equity Fund II - 476.64sh | 2008-12-23 | 2012-02-14 | 5000 | 4724 | 276 | 276 | |
| Columbia Acorn Tr Fd - 94.97sh | 2007-02-26 | 2012-02-14 | 2957 | 3000 | -43 | -43 | |
| Columbia Acorn Tr Fd - 65.6sh | 2005-03-16 | 2012-02-14 | 2043 | 1730 | 313 | 313 | |
| Columbia Acorn Tr Intl - 52.51sh | 2007-02-26 | 2012-02-14 | 2000 | 2255 | -255 | -255 | |
| Columbia Dividend Income - 706.71sh | 2007-02-26 | 2012-02-14 | 10000 | 10297 | -297 | -297 | |
| Columbia Fds Ser Tr I Select - 1,098.1sh | 2008-08-01 | 2012-02-14 | 15000 | 12145 | 2855 | 2855 | |
| Columbia Fds Ser Tr I Mid - 180.57sh | 2007-02-26 | 2012-02-14 | 5000 | 4836 | 164 | 164 | |
| Artio Intl Equity Fund II - 2,449.69sh | 2008-12-23 | 2012-02-29 | 26432 | 24276 | 2156 | 2156 | |
| Columbia Income Fd - 968.99sh | 2005-03-21 | 2012-03-02 | 10000 | 9641 | 359 | 359 | |
| Columbia Fds Ser Tr I Select - 709.22sh | 2008-08-01 | 2012-10-05 | 10000 | 7844 | 2156 | 2156 | |
| Capital Gains Dividends | 3437 | 3437 | 3437 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 11121 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 22850 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 496853 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.045989 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 21700 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 477355 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.045459 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 26051 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 422138 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.061712 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 25941 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 518878 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.049994 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 25825 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 589875 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.043780 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.246934 | TotalDistributionRatio |
| Average Distribution Ratio | 0.049387 | AverageDistributionRatio |
| Net Noncharitable Assets | 498459 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 24617 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 156 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 24773 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 24120 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 312 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 312 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 312 | TaxBasedOnInvestmentIncome |
| Tax Paid With Extension | 400 | TaxPaidWithExtension |
| Total Credits And Payments | 400 | TotalCreditsAndPayments |
| Overpayment | 88 | Overpayment |
| Amount Credited To Next Year | 88 | 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 | 0 | 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 M Richmond Trustee | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 6173325828 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8 Manitoba Road | AddressLine1 |
| City | Waban | City |
| State | MA | State |
| ZIP Code | 02468 | 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 | 1 | UndistributedIncomePriorYears |
| Undistributed Income Prior Year1 | 2011 | UndistributedIncomePriorYear1 |
| Undistr Income4942a2 Not Applied | 1 | UndistrIncome4942a2NotApplied |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | Stephen M Richmond | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8 Manitoba Road | AddressLine1 |
| City | Waban | City |
| State | MA | State |
| ZIP Code | 02468 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Trustee | Title |
| Avg Hours Per Wk Devoted To Position | 0.00 | AvgHoursPerWkDevotedToPosition |
| Compensation | 0 | Compensation |
| Contri To Empl Benefit Plans Etc | 0 | ContriToEmplBenefitPlansEtc |
| Expense Account Other Allowances | 0 | ExpenseAccountOtherAllowances |
| 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 | 492308 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 13742 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 506050 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 506050 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 7591 | CashDeemedCharitable |
| Net Noncharitable Assets | 498459 | NetNoncharitableAssets |
| Minimum Investment Return | 24923 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 24923 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 312 | TaxBasedOnInvestmentIncome |
| Total Tax | 312 | TotalTax |
| Distributable Amount Before Adj | 24611 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 24611 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 24611 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 24120 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 24120 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 24120 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 24611 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 24730 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 24120 | QualifyingDistributions |
| Applied To Year1 | 24120 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 0 | 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 | 610 | TaxableAmount2 |
| Undistributed Income CY | 24611 | 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
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | Stephen M Richmond | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8 Manitoba Road | AddressLine1 |
| City | Waban | City |
| State | MA | State |
| ZIP Code | 02468 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 6173325828 | RecipientPhoneNumber |
| Form And Info And Materials | Letter specifying purpose of request and evidence of tax exempt status. | FormAndInfoAndMaterials |
| Submission Deadlines | N/A | SubmissionDeadlines |
| Restrictions On Awards | N/A | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (11 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 |
|---|---|---|---|---|---|---|---|---|
| BIDMC | ||||||||
| 330 Brookline Avenue | Boston | MA | 02215 | None | 501(c)(3) Charity | Unrestricted purposes | $6,500 | |
| Beetham Eye Institute | ||||||||
| Joslin Diabetes Center | Boston | MA | 02215 | None | 501(c)(3) Charity | Unrestricted purposes | $2,500 | |
| Charles River YMCA | ||||||||
| 863 Great Plain Avenue | Needham | MA | 02492 | None | 501(c)(3) Charity | Unrestricted purposes | $2,500 | |
| Combined Jewish Philanthropies | ||||||||
| 126 High Street | Boston | MA | 02110 | None | 501(c)(3) Charity | Unrestricted purposes | $1,000 | |
| Hebrew Senior Life | ||||||||
| Hebrew Rehabilitation Center 1200 | Boston | MA | 02131 | None | 501(c)(3) Charity | Unrestricted purposes | $500 | Centre Street |
| Massachusetts General Hospital | ||||||||
| 15 Parkman Street | Boston | MA | 02114 | None | 501(c)(3) Charity | Unrestricted purposes | $500 | |
| PMC - Jimmy Fund | ||||||||
| 77 Fourth Street | Needham | MA | 02494 | None | 501(c)(3) Charity | Unrestricted purposes | $100 | |
| PS ARTS | ||||||||
| 1728 Abbot Kinney Blvd 101 | Venice | CA | 90291 | None | 501(c)(3) Charity | Unrestricted purposes | $700 | |
| Temple Aliyah | ||||||||
| 1664 Central Avenue | Needham | MA | 02492 | None | 501(c)(3) Charity | Unrestricted purposes | $6,820 | |
| Temple Israel | ||||||||
| 375 Longwood Avenue | Boston | MA | 02215 | None | 501(c)(3) Charity | Unrestricted purposes | $2,500 | |
| Understanding Our Differences | ||||||||
| PO Box 600671 | Newton | MA | 024600006 | None | 501(c)(3) Charity | Unrestricted purposes | $500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 24120 | 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 | $11,590 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $11,121 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $22,711 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 22711 | 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 | Accounting | Category |
| Amount | $1,321 | Amount |
| Net Investment Income | 1321 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Bond | Fixed income mutual funds | NameOfBond |
| EOY Book Value | 152346 | EOYBookValue |
| EOYFMV | 161585 | EOYFMV |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | Equity mutual funds | NameOfStock |
| EOY Book Value | 267844 | EOYBookValue |
| EOYFMV | 317335 | EOYFMV |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (2 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| Real Estate mutual funds | AT COST | 5000 | 4961 |
| Commodities mutual funds | AT COST | 8000 | 7546 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MA AG filing fee | Description |
| Revenue And Expenses Per Books | 35 | RevenueAndExpensesPerBooks |
| Net Investment Income | 35 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Management fees | Category |
| Amount | $5,592 | Amount |
| Net Investment Income | 5592 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| U.S. Treasury | $101 | 101 | 0 |
| Foreign taxes | $83 | 83 | 0 |
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