KAHN FAMILY CHARITABLE FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- KAHN FAMILY CHARITABLE FOUNDATION (EIN 20-3946440)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-05-15
- IRS object ID
- 201211369349102356
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-15T14:25:46-07:00 | 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 | Stephen A Silver CPA PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5 Commonwealth Road Suite 3B | AddressLine1 |
| City | Natick | City |
| State | MA | State |
| ZIP Code | 01760 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 203946440 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Kahn Family Charitable Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | KAHN | NameControl |
| Phone | 7812355415 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21 Peirce Road | AddressLine1 |
| City | Wellesley | City |
| State | MA | State |
| ZIP Code | 02481 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Jordan A Kahn | Name |
| Title | Trustee | Title |
| Date Signed | 2012-05-15 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Stephen A Silver CPA | Name |
| Phone | 5086501040 | 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 | 1613515 | 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 | 52 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 52 | InterestOnSavingsNetInvstIncm |
| Interest On Savings Adj Net Incm | 52 | InterestOnSavingsAdjNetIncm |
| Dividends Rev And Expnss | 56542 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 56542 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 56542 | DividendsAdjNetIncm |
| Net Gain Sale Assets Rev And Expnss | 70633 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 315170 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 70633 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 127227 | TotalRevenueAndExpenses |
| Total Net Investment Income | 127227 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 56594 | TotalAdjustedNetIncome |
| Accounting Fees Rev And Expnss | 2536 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 2536 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 2536 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 2536 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 8906 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 8906 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Adj Net Incm | 8906 | OtherProfFeesAdjNetIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 8906 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 951 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 951 | TaxesNetInvstIncm |
| Taxes Adj Net Incm | 951 | TaxesAdjNetIncm |
| Taxes Dsbrs Chrtbl Prps | 951 | TaxesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 12393 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 12393 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 12393 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 12393 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 335800 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 335800 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 348193 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 12393 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 12393 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 348193 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -220966 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 114834 | NetInvestmentIncome |
| Adjusted Net Income | 44201 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 28295 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 47251 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 47251 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 1403681 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 1160998 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 1160998 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 52895 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 54262 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 54262 | InvestmentsCorpBondsEOYFMV |
| Investments Other BOY | 432749 | InvestmentsOtherBOY |
| Investments Other EOY | 351004 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 351004 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 1917620 | TotalAssetsBOY |
| Total Assets EOY | 1613515 | TotalAssetsEOY |
| Total Assets EOYFMV | 1613515 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 1917620 | CapitalStockBOY |
| Capital Stock EOY | 1613515 | CapitalStockEOY |
| Total Net Assets BOY | 1917620 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1613515 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1917620 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1613515 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1917620 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -220966 | ExcessOfRevenueOverExpenses |
| Subtotal | 1696654 | Subtotal |
| Other Decreases | 83139 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 1613515 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (5 entries)
| Gain Or LossGainOrLoss | Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| 541 | |||||||
| Capital Gain Dividends | |||||||
| 89970 | 2000 shares Walmart Stores Inc | D | 1994-05-16 | 2011-11-18 | 113838 | 23868 | 89970 |
| -25375 | 2025 shares IShares MSCI EAFE Index Fund ETF | P | 2006-03-07 | 2011-11-18 | 100074 | 125449 | -25375 |
| 5497 | 900 shares IShares IBoxx Investment Grade Corp Bond | P | 2006-03-07 | 2011-11-18 | 100717 | 95220 | 5497 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 70633 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 323230 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 2044911 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.15807 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 312984 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 2053125 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.15244 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 308383 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 2672477 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.11539 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 310206 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 3148369 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.09853 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 94240 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 2961175 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.03183 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.55626 | TotalDistributionRatio |
| Average Distribution Ratio | 0.11125 | AverageDistributionRatio |
| Net Noncharitable Assets | 1861001 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 207038 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 1148 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 208186 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 348193 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 1148 | InvestmentIncomeExciseTax |
| Subtotal | 1148 | Subtotal |
| Tax Based On Investment Income | 1148 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 85 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 85 | TotalCreditsAndPayments |
| Form2220 Attached | X | Form2220Attached |
| Penalty For Underpayment | 9 | PenaltyForUnderpayment |
| Tax Due | 1072 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Form990 T Filed | false | Form990TFiled |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | false | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | MA | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Jordan A Kahn Trustee | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 7812355414 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21 Peirce Road | AddressLine1 |
| City | Wellesley | City |
| State | MA | State |
| ZIP Code | 02481 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | false | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Undistr Income4942a2 Not Applied | false | UndistrIncome4942a2NotApplied |
| Business Holdings | false | BusinessHoldings |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Tr Fail To Qualify As Exceptions | false | TrFailToQualifyAsExceptions |
| Maint Expend Responsibility | false | MaintExpendResponsibility |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
| Proceeds Or Net Income | false | ProceedsOrNetIncome |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (5 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| Torianio D White | ||||||
| 19 Audobon Road | Milton | MA | 02186 | Trustee | 0.00 | 0 |
| Kris D Kahn | ||||||
| 43 Rutland Square Unit 1 | Boston | MA | 02118 | Trustee | 0.00 | 0 |
| Lawrence M Kahn | ||||||
| 33 Beechwood Terrace | Wellesley | MA | 02482 | Trustee | 0.00 | 0 |
| Susan R Kahn | ||||||
| 21 Peirce Road | Wellesley | MA | 02481 | Trustee | 0.00 | 0 |
| Jordan A Kahn | ||||||
| 21 Peirce Road | Wellesley | MA | 02481 | Trustee | 0.00 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 1889341 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 0 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1889341 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Adj Total FMV Of Unused Assets | 1889341 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 28340 | CashDeemedCharitable |
| Net Noncharitable Assets | 1861001 | NetNoncharitableAssets |
| Minimum Investment Return | 93050 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 93050 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 1148 | TaxBasedOnInvestmentIncome |
| Total Tax | 1148 | TotalTax |
| Distributable Amount Before Adj | 91902 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 91902 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 91902 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 348193 | ExpensesAndContributions |
| Qualifying Distributions | 348193 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 1148 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 347045 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 91902 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year4 | 281050 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 176115 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 211452 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 221990 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 890607 | TotalExcessDistriCarryover |
| Qualifying Distributions | 348193 | QualifyingDistributions |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 91902 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 256291 | RemainingDistriFromCorpus |
| Total Corpus | 1146898 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov To Next Year | 1146898 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 281050 | ExcessFromYear4 |
| Excess From Year3 | 176115 | ExcessFromYear3 |
| Excess From Year2 | 211452 | ExcessFromYear2 |
| Excess From Year1 | 221990 | ExcessFromYear1 |
| Excess From Current Year | 256291 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | JORDAN A KAHN TRUSTEE | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21 PEIRCE ROAD | AddressLine1 |
| City | WELLESLEY | City |
| State | MA | State |
| ZIP Code | 02481 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 7812355415 | RecipientPhoneNumber |
| Form And Info And Materials | LETTER FORMAT | FormAndInfoAndMaterials |
| Submission Deadlines | NONE | SubmissionDeadlines |
| Restrictions On Awards | NONE | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (15 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| Childrens Hospital Boston | |||||||
| 300 Longwood Avenue | Boston | MA | 02115 | N/A | N/A | Furtherance of Charitable Organization | $23,000 |
| Berkshire Hills Music Academy | |||||||
| 48 Woodbridge Street | South Hadley | MA | 01075 | N/A | N/A | Furtherance of Charitable Organization | $10,000 |
| Wes Welker Foundation | |||||||
| PO Box 20777 | Oklahoma City | OK | 73156 | N/A | N/A | Furtherance of Charitable Organization | $2,000 |
| AbilityPLUS Inc | |||||||
| 855 Hanover Street 497 | Manchester | NH | 03104 | N/A | N/A | Furtherance of Charitable Organization | $5,000 |
| The Meadowbrook School | |||||||
| 10 Farm Road | Weston | MA | 02493 | N/A | N/A | Furtherance of Charitable Organization | $1,000 |
| Globe Santa Fund Trust | |||||||
| PO Box 55820 | Boston | MA | 02205 | N/A | N/A | Furtherance of Charitable Organization | $1,000 |
| The Freshman Fifteen Boston | |||||||
| PO Box 81126 | Wellesley Hills | MA | 02481 | N/A | N/A | Furtherance of Charitable Organization | $1,000 |
| Muscular Dystrophy Association | |||||||
| 3300 East Sunrise Drive | Tucson | AZ | 85718 | N/A | N/A | Furtherance of Charitable Organization | $800 |
| Room to Dream Foundation | |||||||
| 1172 Beacon Street Suite 202 | Newton | MA | 02461 | N/A | N/A | Furtherance of Charitable Organization | $1,000 |
| Chabad Center of Milford MA | |||||||
| 34 Cedar Street | Milford | MA | 01757 | N/A | N/A | Furtherance of Charitable Organization | $10,000 |
| Dana-Farber Cancer Institute | |||||||
| 10 Brookline Place West 6th Floor | Brookline | MA | 02445 | N/A | N/A | Furtherance of Charitable Organization | $200,000 |
| Anti-Defamation League | |||||||
| PO Box 96226 | Washington | DC | 20090 | N/A | N/A | Furtherance of Charitable Organization | $15,000 |
| Combined Jewish Philanthropies | |||||||
| 126 High Street | Boston | MA | 02110 | N/A | N/A | Furtherance of Charitable Organization | $35,000 |
| Temple Beth Elohim | |||||||
| 10 Bethel Road | Wellesley | MA | 02481 | N/A | N/A | Furtherance of Charitable Organization | $19,000 |
| Wellspring Multi-Service Center | |||||||
| 814 Nantasket Avenue | Hull | MA | 02045 | N/A | N/A | Furtherance of Charitable Organization | $12,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 335800 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 52 | RelatedOrExemptFunctionIncome |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 56542 | RelatedOrExemptFunctionIncome |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 70633 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 127227 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 127227 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Stephen A. Silver CPA, P.C. | Category |
| Amount | $2,536 | Amount |
| Net Investment Income | 2536 | NetInvestmentIncome |
| Adjusted Net Income | 2536 | AdjustedNetIncome |
| Disbursements Charitable Prps | 2536 | DisbursementsCharitablePrps |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Bond | GS High Yield Fund | NameOfBond |
| EOY Book Value | 54262 | EOYBookValue |
| EOYFMV | 54262 | EOYFMV |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (2 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| Foreign Stocks | 208464 | 208464 |
| US Stocks | 952534 | 952534 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Other Investment Grade Securities | CategoryOrItem |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMV |
| Book Value | 351004 | BookValue |
| EOYFMV | 351004 | EOYFMV |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Net Change in Market Value of Investments | Description |
| Amount | $83,139 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Fees | Category |
| Amount | $8,906 | Amount |
| Net Investment Income | 8906 | NetInvestmentIncome |
| Adjusted Net Income | 8906 | AdjustedNetIncome |
| Disbursements Charitable Prps | 8906 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| Foreign Tax Paid on Investments | $916 | 916 | 916 | 916 |
| Commonwealth of MA Form PC | $35 | 35 | 35 | 35 |
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