ROGER MAND MICHELLE S MARINO CHAR FOUN: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- ROGER MAND MICHELLE S MARINO CHAR FOUN (EIN 04-6773605)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-11-06
- IRS object ID
- 201203119349100200
- Schema version
- 2011v1.2
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-11-06T05:20:58-08:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARGENT WEALTH MANAGEMENT INC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13 RIVERSIDE ROAD | AddressLine1 |
| City | WESTON | City |
| State | MA | State |
| ZIP Code | 024932434 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 046773605 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Roger Mand Michelle S Marino Char Foun | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ROGE | NameControl |
| Phone | 7818941117 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 254 Westfield Street | AddressLine1 |
| City | Dedham | City |
| State | MA | State |
| ZIP Code | 02026 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ROGER M MARINO | Name |
| Title | Trustee | Title |
| Date Signed | 2012-11-06 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | David M Duchesneau | Name |
| Phone | 7818941117 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | 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 | 2990841 | 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 | 48771 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 48771 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 48771 | DividendsAdjNetIncm |
| Net Gain Sale Assets Rev And Expnss | 155139 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 871806 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 155139 | CapitalGainNetIncmNetInvstIncm |
| Net STCG Adj Net Incm | 227 | NetSTCGAdjNetIncm |
| Other Income Rev And Expnss | 1370 | OtherIncomeRevAndExpnss |
| Total Revenue And Expenses | 205280 | TotalRevenueAndExpenses |
| Total Net Investment Income | 203910 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 48998 | TotalAdjustedNetIncome |
| Oth Empl Slrs Wgs Rev And Expnss | 36000 | OthEmplSlrsWgsRevAndExpnss |
| Oth Empl Slrs Wgs Net Invst Incm | 36000 | OthEmplSlrsWgsNetInvstIncm |
| Other Prof Fees Rev And Expnss | 9500 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 9500 | OtherProfFeesNetInvstIncm |
| Taxes Rev And Expnss | 4286 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 4286 | TaxesNetInvstIncm |
| Other Expenses Rev And Expnss | 33355 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 33355 | OtherExpensesNetInvstIncm |
| Tot Opr Expenses Rev And Expnss | 83141 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 83141 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 263800 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 263800 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 346941 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 83141 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 263800 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -141661 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 120769 | NetInvestmentIncome |
| Adjusted Net Income | 48998 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 374915 | CashBOY |
| Cash EOY | 313539 | CashEOY |
| Cash EOYFMV | 313539 | CashEOYFMV |
| Investments Corp Stock BOY | 1676187 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 1595902 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 1944555 | InvestmentsCorpStockEOYFMV |
| Investments Other BOY | 732747 | InvestmentsOtherBOY |
| Investments Other EOY | 732747 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 732747 | InvestmentsOtherEOYFMV |
| Land Building And Equipment Basis | 4483 | LandBuildingAndEquipmentBasis |
| Accum Deprec Land Bldg And Equip | 4483 | AccumDeprecLandBldgAndEquip |
| Total Assets BOY | 2783849 | TotalAssetsBOY |
| Total Assets EOY | 2642188 | TotalAssetsEOY |
| Total Assets EOYFMV | 2990841 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 2783849 | CapitalStockBOY |
| Capital Stock EOY | 2642188 | CapitalStockEOY |
| Total Net Assets BOY | 2783849 | TotalNetAssetsBOY |
| Total Net Assets EOY | 2642188 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 2783849 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 2642188 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 2783849 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -141661 | ExcessOfRevenueOverExpenses |
| Subtotal | 2642188 | Subtotal |
| Total Net Assets Fund Balances EOY | 2642188 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (7 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 |
|---|---|---|---|---|---|---|---|
| 221 | |||||||
| Capital Gain Dividends | |||||||
| 115174 | schwab portfolio 1137-5392 | P | 2000-01-01 | 2011-12-31 | 399364 | 284190 | 115174 |
| 3839 | schwab portfolio 1137-5392 wash sales | P | 2011-01-01 | 2011-12-31 | 3839 | 3839 | |
| -5927 | schwab portfolio 1137-5392 | P | 2011-01-01 | 2011-12-31 | 193814 | 199741 | -5927 |
| 39517 | schwab portfolio 9050-1460 | P | 2000-01-01 | 2011-12-31 | 219562 | 180045 | 39517 |
| 2315 | schwab portfolio 9050-1460 | P | 2011-01-01 | 2011-12-31 | 55006 | 52691 | 2315 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 155139 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | 227 | NetShortTermCapitalGainOrLoss |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 313325 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 3159096 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.09918 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 242050 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 4921729 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.04918 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 2134968 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 4513104 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.47306 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 557170 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 5768127 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.09660 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 429563 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 4912598 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.08744 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.80546 | TotalDistributionRatio |
| Average Distribution Ratio | 0.16109 | AverageDistributionRatio |
| Net Noncharitable Assets | 3075600 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 495455 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 1208 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 496663 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 263800 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 2415 | InvestmentIncomeExciseTax |
| Subtotal | 2415 | Subtotal |
| Tax Based On Investment Income | 2415 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 37541 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 37541 | TotalCreditsAndPayments |
| Form2220 Attached | X | Form2220Attached |
| Overpayment | 35126 | Overpayment |
| Amount Credited To Next Year | 15126 | AmountCreditedToNextYear |
| Amount To Be Refunded | 20000 | AmountToBeRefunded |
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 | true | 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 | ARGENT WEALTH MANAGEMENT INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 7818941117 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13 RIVERSIDE ROAD | AddressLine1 |
| City | weston | City |
| State | MA | State |
| ZIP Code | 02493 | 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 (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| ROGER M MARINO | ||||||
| 254 WESTFIELD STREET | DEDHAM | MA | 02026 | TRUSTEE | 5.00 | 0 |
| MICHELLE S MARINO | ||||||
| 254 WESTFIELD STREET | DEDHAM | MA | 02026 | TRUSTEE | 5.00 | 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 | 2116524 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 273166 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 732747 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 3122437 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Adj Total FMV Of Unused Assets | 3122437 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 46837 | CashDeemedCharitable |
| Net Noncharitable Assets | 3075600 | NetNoncharitableAssets |
| Minimum Investment Return | 153780 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 153780 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 2415 | TaxBasedOnInvestmentIncome |
| Total Tax | 2415 | TotalTax |
| Distributable Amount Before Adj | 151365 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 151365 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 151365 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 263800 | ExpensesAndContributions |
| Qualifying Distributions | 263800 | QualifyingDistributions |
| Adj Qualifying Distributions | 263800 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 151365 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year5 | 429563 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 557170 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 1909313 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 242050 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 313325 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 3451421 | TotalExcessDistriCarryover |
| Qualifying Distributions | 263800 | QualifyingDistributions |
| Treated As Distri From Corpus | 263800 | TreatedAsDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 151365 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 151365 | ExcessDistriCyovAppliedCY |
| Total Corpus | 3563856 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 278198 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 3285658 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 557170 | ExcessFromYear4 |
| Excess From Year3 | 1909313 | ExcessFromYear3 |
| Excess From Year2 | 242050 | ExcessFromYear2 |
| Excess From Year1 | 313325 | ExcessFromYear1 |
| Excess From Current Year | 263800 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ROGER M MARINO | ContributingManager |
| Contributing Manager | MICHELLE S MARINO | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (25 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| THE ANNUAL AUCTION | |||||||
| 1512 NW 195TH STREET | SHORELINE | WA | 98177 | NONE | EXEMPT | TO SUPPORT THE COMMUNITY | $2,500 |
| DEDHAM POLICE PATROLMANS ASSOCIATIO | |||||||
| 600 HIGH STREET | DEDHAM | MA | 02026 | NONE | EXEMPT | TO SUPPORT THE COMMUNITY | $5,000 |
| STRIDES AGAINST BREAST CANCER | |||||||
| 250 WILLIAMS STREET | ATLANTA | GA | 30303 | NONE | EXEMPT | TO SUPPORT RESEARCH | $250 |
| DOVER SHERBORN GRIDIRON CLUB | |||||||
| P O BOX 1088 | SHERBORN | MA | 01770 | NONE | EXEMPT | TO SUPPORT THE COMMUNITY | $3,500 |
| SOUTHERN POVERTY LAW CENTER | |||||||
| 400 WASHINGTON AVENUE | MONTGOMERY | AL | 36104 | NONE | EXEMPT | TO SUPPORT THE COMMUNITY | $150 |
| MUSEUM OF FINE ARTS | |||||||
| 465 HUNTINGTON AVANUE | BOSTON | MA | 02115 | NONE | EXEMPT | TO SUPPORT THE COMMUNITY | $9,000 |
| THE VERMONT FOOD BANK | |||||||
| 33 PARKER ROAD | BARRE | VT | 02541 | NONE | EXEMPT | TO SUPPORT THE COMMUNITY | $150 |
| REYNOLDS CENTER TLC | |||||||
| 80 HAVEN STREET | DEDHAM | MA | 02026 | NONE | EXEMPT | TO SUPPORT THE COMMUNITY | $1,000 |
| HUNTINGTON THEATRE CO | |||||||
| 264 HUNTINGTON AVENUE | BOSTON | MA | 02115 | NONE | EXEMPT | TO SUPPORT THE COMMUNITY | $40,000 |
| ALMA | |||||||
| 614 W SUPERIOR STREET | ALMA | MI | 48801 | NONE | EXEMPT | TO SUPPORT THE COMMUNITY | $2,500 |
| THE ALLIANCE FOR METRO WEST UNITY | |||||||
| 263 FRANKLIN STREET | FRAMINGHAM | MA | 01702 | NONE | EXEMPT | TO SUPPORT THE COMMUNITY | $100 |
| WORKING WONDERS FOR TUFTS MEDICAL | |||||||
| 800 WASHINGTON STREET | BOSTON | MA | 02111 | NONE | EXEMPT | TO SUPPORT RESEARCH | $1,000 |
| THE GIFT OF HEARING FOUNDATION | |||||||
| 95 OLD BOSTON NECK ROAD | NARRAGANSETT | RI | 02882 | NONE | EXEMPT | TO SUPPORT RESEARCH | $500 |
| BROWN UNIVERSITY | |||||||
| BROWN UNIVERSITY | PROVIDENCE | RI | 02912 | NONE | EXEMPT | TO SUPPORT EDUCATION | $50,500 |
| BOSTON FOUNDATION FOR SIGHT | |||||||
| 464 HILLSIDE AVENUE 205 | NEEDHAM | MA | 02494 | NONE | EXEMPT | TO SUPPORT RESEARCH | $13,500 |
| THE FAMILY SERVICES OF GREATER BOST | |||||||
| 31 HEALTH STREET | BOSTON | MA | 02130 | NONE | EXEMPT | TO SUPPORT THE COMMUNITY | $1,000 |
| THE FREINDS OF DEDHAM CIVIC PRIDE | |||||||
| 202 BONHAM ROAD | DEDHAM | MA | 02026 | NONE | EXEMPT | TO SUPPORT THE COMMUNITY | $250 |
| DEDHAM SQUARE CIRCLE | |||||||
| P O BOX 593 | DEDHAM | MA | 02027 | NONE | EXEMPT | TO SUPPORT THE COMMUNITY | $500 |
| CHILDREN'S HOSPITAL BOSTON | |||||||
| 319 LONGWOOD AVE | BOSTON | MA | 02118 | NONE | EXEMPT | TO SUPPORT THE COMMUNITY | $7,750 |
| SCHOOL YEAR ABROAD | |||||||
| 430 SOUTH UNION STREET | LAWRENCE | MA | 01843 | NONE | EXEMPT | TO SUPPORT THE COMMUNITY | $10,000 |
| PROJECT STRETCH INC | |||||||
| 230 POND STREET | NATICK | MA | 01760 | NONE | EXEMPT | TO ASSIST THE COMMUNITY | $2,500 |
| NORTHEASTERN UNIVERSITY | |||||||
| 360 HUNTINGTON AVE | BOSTON | MA | 02115 | NONE | EXEMPT | TO SUPPORT EDUCATIONAL NEEDS | $25,000 |
| DANA FARBER CANCER INSTITUTE | |||||||
| 375 LONGWOOD AVENUE | BOSTON | MA | 02115 | NONE | EXEMPT | TO SUPPORT CANCER RESEARCH | $12,000 |
| REVERE HIGH SCHOOL | |||||||
| 101 School Street | Revere | MA | 02151 | NONE | EXEMPT | TO SUPPORT EDUCATIONAL NEEDS | $15,000 |
| SUMMIT MONTESSORI SCHOOL | |||||||
| 283 PLEASANT STREET | FRAMINGHAM | MA | 01701 | NONE | EXEMPT | TO SUPPORT EDUCATIONAL NEEDS | $60,150 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 263800 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $48,771 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $221 | ExclusionAmount |
| Related Or Exempt Function Income | 154918 | RelatedOrExemptFunctionIncome |
Other Revenue Described OtherRevenueDescribed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | non dividend distribution | Description |
| Exclusion | $1,370 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $50,362 | ExclusionAmount |
| Related Or Exempt Function Income | 154918 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 205280 | 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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | SCHWAB INVESTMENT PORTFOLIO | NameOfStock |
| EOY Book Value | 1595902 | EOYBookValue |
| EOYFMV | 1944555 | EOYFMV |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | PEARL DANFORTH | CategoryOrItem |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMV |
| Book Value | 732747 | BookValue |
| EOYFMV | 732747 | EOYFMV |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Machinery and Equipment | CategoryOrItem |
| Cost Or Other Basis | 4483 | CostOrOtherBasis |
| Accumulated Depreciation | 4483 | AccumulatedDepreciation |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| payroll processing fees | 2528 | 2528 |
| office | 259 | 259 |
| INVESTMENT FEES | 30568 | 30568 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | non dividend distribution | Description |
| Revenue And Expenses Per Books | 1370 | RevenueAndExpensesPerBooks |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | tax preparation | Category |
| Amount | $9,500 | Amount |
| Net Investment Income | 9500 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| PAYROLL TAXES | $2,795 | 2795 |
| foreign taxes | $1,491 | 1491 |
Comments