ROBERT S & MARIA J REISMAN CHARITABLE TRUST: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- ROBERT S & MARIA J REISMAN CHARITABLE TRUST (EIN 04-6965549)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-11-06
- IRS object ID
- 201233119349100203
- 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 Govt Obligations Sch
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-11-06T07:25:56-08:00 | 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 | 046965549 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Robert S & Maria J Reisman | BusinessNameLine1 |
| Business Name Line2 | Charitable Trust | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ROBE | NameControl |
| Phone | 7818941117 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 131 Winding River Rd | AddressLine1 |
| City | Needham | City |
| State | MA | State |
| ZIP Code | 02492 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Robert Reisman | 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 | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 6255732 | 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 | 37675 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 37675 | InterestOnSavingsNetInvstIncm |
| Interest On Savings Adj Net Incm | 37675 | InterestOnSavingsAdjNetIncm |
| Dividends Rev And Expnss | 78649 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 78649 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 78649 | DividendsAdjNetIncm |
| Net Gain Sale Assets Rev And Expnss | 1743172 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 5817920 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 1743172 | CapitalGainNetIncmNetInvstIncm |
| Net STCG Adj Net Incm | 15847 | NetSTCGAdjNetIncm |
| Other Income Rev And Expnss | 22 | OtherIncomeRevAndExpnss |
| Total Revenue And Expenses | 1859518 | TotalRevenueAndExpenses |
| Total Net Investment Income | 1859496 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 132171 | TotalAdjustedNetIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 70000 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 35000 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 35000 | CompOfcrDirTrstDsbrsChrtblPrps |
| Taxes Rev And Expnss | 491 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 491 | TaxesNetInvstIncm |
| Other Expenses Rev And Expnss | 18822 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 18822 | OtherExpensesNetInvstIncm |
| Tot Opr Expenses Rev And Expnss | 89313 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 54313 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 35000 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 102450 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 102450 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 191763 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 54313 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 137450 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 1667755 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 1805183 | NetInvestmentIncome |
| Adjusted Net Income | 132171 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 57864 | CashBOY |
| Cash EOY | 27967 | CashEOY |
| Cash EOYFMV | 27967 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 11040 | SavingsAndTempCashInvstBOY |
| Investments Govt Oblig BOY | 513647 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 511618 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 698690 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 4101129 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 5811850 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 5529075 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 4683680 | TotalAssetsBOY |
| Total Assets EOY | 6351435 | TotalAssetsEOY |
| Total Assets EOYFMV | 6255732 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 4683680 | CapitalStockBOY |
| Capital Stock EOY | 6351435 | CapitalStockEOY |
| Total Net Assets BOY | 4683680 | TotalNetAssetsBOY |
| Total Net Assets EOY | 6351435 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 4683680 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 6351435 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 4683680 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 1667755 | ExcessOfRevenueOverExpenses |
| Subtotal | 6351435 | Subtotal |
| Total Net Assets Fund Balances EOY | 6351435 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (8 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 |
|---|---|---|---|---|---|---|---|
| 824 | |||||||
| Capital Gain Dividends | |||||||
| 1785 | ML COLUMBIA MID CAP | P | 2008-05-30 | 2011-05-04 | 26504 | 24719 | 1785 |
| -3538 | ML FIDELITY ADV LEVERAGED COMPANY | P | 2008-05-30 | 2011-05-04 | 29415 | 32953 | -3538 |
| 1690191 | FIDELITY PORTFOLIO | P | 2000-01-01 | 2011-12-31 | 5260372 | 3570181 | 1690191 |
| 18835 | FIDELITY PORTFOLIO | P | 2011-01-01 | 2011-12-31 | 174806 | 155971 | 18835 |
| 38063 | MERRILL LYNCH PORTFOLIO | P | 2000-01-01 | 2011-12-31 | 300134 | 262071 | 38063 |
| -2988 | MERRILL LYNCH PORTFOLIO | P | 2011-01-01 | 2011-12-31 | 25865 | 28853 | -2988 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 1743172 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | 15847 | NetShortTermCapitalGainOrLoss |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 155600 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 5715289 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.02723 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 145050 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 5036393 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.02880 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 165700 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 5646109 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.02935 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 232650 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 6091667 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.03819 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 146400 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 5125115 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.02857 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.15213 | TotalDistributionRatio |
| Average Distribution Ratio | 0.03043 | AverageDistributionRatio |
| Net Noncharitable Assets | 6323403 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 192396 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 18052 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 210448 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 137450 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 36104 | InvestmentIncomeExciseTax |
| Subtotal | 36104 | Subtotal |
| Tax Based On Investment Income | 36104 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 10985 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 36000 | TaxPaidWithExtension |
| Total Credits And Payments | 46985 | TotalCreditsAndPayments |
| Form2220 Attached | X | Form2220Attached |
| Overpayment | 10881 | Overpayment |
| Amount Credited To Next Year | 10881 | AmountCreditedToNextYear |
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 | Robert S Reisman | 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 | 131 Winding River Rd | AddressLine1 |
| City | needham | City |
| State | MA | State |
| ZIP Code | 02492 | 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 |
|---|---|---|---|---|---|---|
| Maria Reisman | ||||||
| 131 Winding River Rd | Needham | MA | 024921024 | Trustee | 10.00 | 35000 |
| Robert Reisman | ||||||
| 131 Winding River Rd | Needham | MA | 024921024 | Trustee | 10.00 | 35000 |
| 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 | 6394194 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 25504 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 6419698 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Adj Total FMV Of Unused Assets | 6419698 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 96295 | CashDeemedCharitable |
| Net Noncharitable Assets | 6323403 | NetNoncharitableAssets |
| Minimum Investment Return | 316170 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 316170 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 36104 | TaxBasedOnInvestmentIncome |
| Total Tax | 36104 | TotalTax |
| Distributable Amount Before Adj | 280066 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 280066 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 280066 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 137450 | ExpensesAndContributions |
| Qualifying Distributions | 137450 | QualifyingDistributions |
| Adj Qualifying Distributions | 137450 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 280066 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 36866 | UndistributedIncomePriorYear |
| Qualifying Distributions | 137450 | QualifyingDistributions |
| Applied To Year1 | 36866 | AppliedToYear1 |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 100584 | AppliedToCurrentYear |
| Undistributed Income CY | 179482 | UndistributedIncomeCY |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (20 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| NEEDHAM FIREFIGHTERS | |||||||
| 22 E CENTRAL STREET | NEEDHAM | MA | 02192 | NONE | EXEMPT | TO SUPPORT THE COMMUNITY | $100 |
| THE FUND FOR BABSON | |||||||
| 231 FOREST STREET | WELLESLEY | MA | 02181 | NONE | EXEMPT | TO SUPPORT EDUCATION | $500 |
| NEEDHAM TOUCHDOWN CLUB | |||||||
| 44 SARGENT STREET | NEEDHAM | MA | 02192 | NONE | EXEMPT | TO SUPPORT THE COMMUNITY | $50 |
| NORTHEAST ANIMAL SHELTER | |||||||
| 424 EAST 92 STREET | NEW YORK | NY | 10018 | NONE | EXEMPT | TO SUPPORT WILDLIFE | $500 |
| MADD | |||||||
| 511 E JOHN CARPENTER FREEWAY | IRVING | TX | 75062 | NONE | EXEMPT | TO SUPPORT THE COMMUNITY | $500 |
| MOVEMBER | |||||||
| P O BOX 2726 | VENICE | CA | 90294 | NONE | EXEMPT | TO SUPPORT THE COMMUNITY | $500 |
| CEREBRAL PALSY OF EASTERN CONN | |||||||
| 42 NORWICH ROAD | QUAKER HILL | CT | 06375 | NONE | EXEMPT | TO SUPPORT RESEARCH | $250 |
| INTREPID FALLEN HEROES FUND | |||||||
| ONE INTREPID SQUARE | NEW YORK | NY | 10036 | NONE | EXEMPT | TO SUPPORT THE COMMUNITY | $500 |
| NEWTON WELLESLEY CHARITABLE FOUNDAT | |||||||
| 2014 WASHINGTON STREET | NEWTON | MA | 02462 | NONE | EXEMPT | TO SUPPORT THE COMMUNITY | $500 |
| INTERNATIONAL OCD FOUNDATION | |||||||
| P O BOX 961029 | BOSTON | MA | 02196 | NONE | EXEMPT | TO SUPPORT RESEARCH | $250 |
| LEUKEMIA LYMPHOMA SOCIETY | |||||||
| 1311 MAMARONECK AVENUE SUITE 310 | WHITE PLAINS | NY | 10605 | NONE | EXEMPT | TO SUPPORT RESEARCH | $500 |
| BRAINTREE POLICE OFFICERS SUPERIOR | |||||||
| 1 JOHN F KENNEDY MEMORIAL DRIVE | BRAINTREE | MA | 02184 | NONE | EXEMPT | TO SUPPORT THE COMMUNITY | $150 |
| HELP HOSPITALIZED VETERANS | |||||||
| 36585 PENFIELD LANE | WINCHESTER | CA | 92596 | NONE | EXEMPT | TO SUPPORT THE COMMUNITY | $1,500 |
| ARTHRITIS FOUNDATION | |||||||
| P O BOX 7669 | ATLANTA | GA | 30357 | NONE | EXEMPT | TO SUPPORT RESEARCH | $250 |
| NEW ENGLAND WILDLIFE CENTER | |||||||
| 500 COLUMBIAN STREET | SOUTH WEYMOUTH | MA | 02190 | NONE | EXEMPT | TO SUPPORT CONSERVATION | $15,000 |
| DANA FARBER | |||||||
| 44 BINNEY STREET | BOSTON | MA | 02115 | NONE | EXEMPT | TO SUPPORT MEDICAL RESEARCH | $500 |
| THE DEVEREUX FOUNDATION | |||||||
| 60 MILES ROAD | RUTLAND | MA | 01543 | NONE | EXEMPT | TO SUPPORT HUMANITARIAN NEEDS | $250 |
| MEDICINE FOR PEACE | |||||||
| 3732 UNICORN LANE NW | WASHINGTON | DC | 20015 | NONE | EXEMPT | TO SUPPORT MEDICAL NEEDS | $150 |
| MASSACHUSETTS GENERAL HOSPITAL | |||||||
| 55 FRUIT STREET | BOSTON | MA | 02114 | NONE | EXEMPT | TO SUPPORT MEDICAL NEEDS | $80,000 |
| UMAF | |||||||
| 134 HICKS WAY | AMHERST | MA | 01003 | NONE | EXEMPT | TO SUPPORT EDUCATIONAL NEEDS | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 102450 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $37,675 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $78,649 | ExclusionAmount |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $22 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $824 | ExclusionAmount |
| Related Or Exempt Function Income | 1742348 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $117,170 | ExclusionAmount |
| Related Or Exempt Function Income | 1742348 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 1859518 | 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 (2 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| MERRILL LYNCH PORTFOLIO | 390742 | 353265 |
| FIDELITY PORTFOLIO | 5421108 | 5175810 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Securities EOY Book Value | 511618 | USGovtSecuritiesEOYBookValue |
| US Govt Securities EOYFMV | 698690 | USGovtSecuritiesEOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| professional fees | 14450 | 14450 |
| Investment expenses | 2307 | 2307 |
| bond amortization | 2030 | 2030 |
| ANNUAL REPORT | 35 | 35 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Other Investment Income | Description |
| Revenue And Expenses Per Books | 22 | RevenueAndExpensesPerBooks |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | Category |
| Amount | $491 | Amount |
| Net Investment Income | 491 | NetInvestmentIncome |
Comments