REMONDI FAMILY FOUNDATION: Form 990PF, tax year 2010

View the entire original 990 at ProPublica ↗

Organization
REMONDI FAMILY FOUNDATION (EIN 20-8037556)
Tax period
2010-01-01 to 2010-12-31
Filed
2011-05-03
IRS object ID
201101239349100020
Schema version
2010v3.2
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 ReturnHeader

FieldValueIRS element (for citing)
Timestamp2011-05-03T15:01:43-05:00Timestamp
Tax Period End Date2010-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1EDELSTEIN AND COMPANY LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1160 FEDERAL STREET 9TH FLOORAddressLine1
CityBOSTONCity
StateMAState
ZIP Code021101772ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2010-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN208037556EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1REMONDI FAMILY FOUNDATIONBusinessNameLine1
Business Name Line2C/O JOHN J REMONDI TRUSTEEBusinessNameLine2
FieldValueIRS element (for citing)
Name ControlREMONameControl
Phone6175636749Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1300 BOYLSTON STREET NO 507AddressLine1
CityBOSTONCity
StateMAState
ZIP Code021163956ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameJOHN J REMONDIName
TitleTRUSTEETitle
Phone6175636749Phone
Date Signed2011-04-14DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameALFONSO PERILLOName
Phone6172276161Phone
Date Prepared2011-04-06DatePrepared
FieldValueIRS element (for citing)
Tax Year2010TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY7560061FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss3566847ContriReceivedRevAndExpnss
Interest On Savings Rev And Expnss124InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm124InterestOnSavingsNetInvstIncm
Dividends Rev And Expnss152909DividendsRevAndExpnss
Dividends Net Invst Incm137875DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss5890NetGainSaleAssetsRevAndExpnss
Gross Sales Price117347GrossSalesPrice
Capital Gain Net Incm Net Invst Incm24989CapitalGainNetIncmNetInvstIncm
Other Income Rev And Expnss-2834OtherIncomeRevAndExpnss
Other Income Net Invst Incm0OtherIncomeNetInvstIncm
Total Revenue And Expenses3722936TotalRevenueAndExpenses
Total Net Investment Income162988TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss0CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm0CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps0CompOfcrDirTrstDsbrsChrtblPrps
Accounting Fees Rev And Expnss2200AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm1100AccountingFeesNetInvstIncm
Accounting Fees Dsbrs Chrtbl Prps1100AccountingFeesDsbrsChrtblPrps
Other Prof Fees Rev And Expnss28664OtherProfFeesRevAndExpnss
Other Prof Fees Net Invst Incm14511OtherProfFeesNetInvstIncm
Other Prof Fees Dsbrs Chrtbl Prps14153OtherProfFeesDsbrsChrtblPrps
Taxes Rev And Expnss1265TaxesRevAndExpnss
Taxes Net Invst Incm225TaxesNetInvstIncm
Taxes Dsbrs Chrtbl Prps0TaxesDsbrsChrtblPrps
Other Expenses Rev And Expnss250OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm0OtherExpensesNetInvstIncm
Other Expenses Dsbrs Chrtbl Prps250OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss32379TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm15836TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps15503TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss124000ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps124000ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss156379TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm15836TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps139503TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses3566557ExcessOfRevenueOverExpenses
Net Investment Income147152NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Savings And Temp Cash Invst BOY1014574SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY845977SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV845977SavingsAndTempCashInvstEOYFMV
Investments Corp Stock BOY1391799InvestmentsCorpStockBOY
Investments Corp Stock EOY3114640InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV3114640InvestmentsCorpStockEOYFMV
Investments Corp Bonds BOY0InvestmentsCorpBondsBOY
Investments Corp Bonds EOY219444InvestmentsCorpBondsEOY
Investments Corp Bonds EOYFMV219444InvestmentsCorpBondsEOYFMV
Investments Other BOY1240000InvestmentsOtherBOY
Investments Other EOY3380000InvestmentsOtherEOY
Investments Other EOYFMV3380000InvestmentsOtherEOYFMV
Total Assets BOY3646373TotalAssetsBOY
Total Assets EOY7560061TotalAssetsEOY
Total Assets EOYFMV7560061TotalAssetsEOYFMV
Total Liabilities BOY0TotalLiabilitiesBOY
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Capital Stock BOY0CapitalStockBOY
Capital Stock EOY0CapitalStockEOY
Paid In Or Capital Surplus BOY0PaidInOrCapitalSurplusBOY
Paid In Or Capital Surplus EOY0PaidInOrCapitalSurplusEOY
Retained Earnings BOY3646373RetainedEarningsBOY
Retained Earnings EOY7560061RetainedEarningsEOY
Total Net Assets BOY3646373TotalNetAssetsBOY
Total Net Assets EOY7560061TotalNetAssetsEOY
Total Liabilities Net Assets BOY3646373TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY7560061TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY3646373TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses3566557ExcessOfRevenueOverExpenses
Other Increases347131OtherIncreases
Subtotal7560061Subtotal
Other Decreases0OtherDecreases
Total Net Assets Fund Balances EOY7560061TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (3 entries)

Description Of AssetDescriptionOfAssetGross Sales PriceGrossSalesPriceCost Or Other BasisCostOrOtherBasisGain Or LossGainOrLossGains Minus Excess Or LossesGainsMinusExcessOrLossesHow AcquiredHowAcquired
SALE OF PUBLICLY TRADED SECURITIES116951922062474524745
LINN ENERGY, LLC FORM K-1-152-152
CAPITAL GAINS DIVIDENDS396396396P
FieldValueIRS element (for citing)
Capital Gain Net Income24989CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 Tax0LiableFor4942Tax
Qualifying Distributions Year174754QualifyingDistributionsYear1
Noncharitable Assets Year12608994NoncharitableAssetsYear1
Distribution Ratio Year10.028652DistributionRatioYear1
Qualifying Distributions Year256625QualifyingDistributionsYear2
Noncharitable Assets Year21692822NoncharitableAssetsYear2
Distribution Ratio Year20.033450DistributionRatioYear2
Qualifying Distributions Year327357QualifyingDistributionsYear3
Noncharitable Assets Year31429427NoncharitableAssetsYear3
Distribution Ratio Year30.019138DistributionRatioYear3
Qualifying Distributions Year40QualifyingDistributionsYear4
Noncharitable Assets Year4978943NoncharitableAssetsYear4
Distribution Ratio Year40.0DistributionRatioYear4
Total Distribution Ratio0.081240TotalDistributionRatio
Average Distribution Ratio0.020310AverageDistributionRatio
Net Noncharitable Assets3859403NetNoncharitableAssets
Adjusted Noncharitable Assets78384AdjustedNoncharitableAssets
One Percent Net Investment Income1472OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One79856AdjNonchrtblAssetsAndOnePct
Qualifying Distributions139503QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eXDomesticOrgMeetingSect4940e
Investment Income Excise Tax1472InvestmentIncomeExciseTax
Tax Under Section5110TaxUnderSection511
Subtotal1472Subtotal
Subtitle A Tax0SubtitleATax
Tax Based On Investment Income1472TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment800EstTaxPaymentsAndOverpayment
Total Credits And Payments800TotalCreditsAndPayments
Tax Due672TaxDue

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political Activities0LegislativePoliticalActivities
More Than100 Spent0MoreThan100Spent
Form1120 POL Filed0Form1120POLFiled
Sect4955 Tax On Organization0Sect4955TaxOnOrganization
Sect4955 Tax On Managers0Sect4955TaxOnManagers
Reimbursement Of Tax0ReimbursementOfTax
Activities Not Prev Reported0ActivitiesNotPrevReported
Changes To Articles Or Bylaws0ChangesToArticlesOrBylaws
Unrelated Bus Income Over10001UnrelatedBusIncomeOver1000
Form990 T Filed1Form990TFiled
Termination Etc0TerminationEtc
Requirements Of Sect508e1RequirementsOfSect508e
At Least5000 In Assets1AtLeast5000InAssets
States Filed WithMAStatesFiledWith
Form990 PF Filed With AG1Form990PFFiledWithAG
Private Operating Foundation0PrivateOperatingFoundation
New Substantial Contributors0NewSubstantialContributors
Interest In Controlled Entity0InterestInControlledEntity
Applicable Insurance Contract0ApplicableInsuranceContract
Comply With Public Inspection Rqr1ComplyWithPublicInspectionRqr
Website AddressN/AWebsiteAddress
Books In Care Of Person NameFIDELITY PRIVATE FOUNDATION SERVICEBooksInCareOfPersonName
Books In Care Of Phone Number8003344438BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line12 SEAPORT LANEAddressLine1
CityBOSTONCity
StateMAState
ZIP Code02210ZIPCode
FieldValueIRS element (for citing)
Foreign Bank0ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly Person0SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person0BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person0FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person0PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person0TransferAssetsToDsqflyPerson
Payment To Government Offical0PaymentToGovernmentOffical
Uncorrected Prior Acts0UncorrectedPriorActs
Undistributed Income Prior Years0UndistributedIncomePriorYears
Business Holdings0BusinessHoldings
Jeopardy Investments0JeopardyInvestments
Uncorrected Jeopardy Investments0UncorrectedJeopardyInvestments
Influence Legislation0InfluenceLegislation
Influence Election0InfluenceElection
Grants To Individuals0GrantsToIndividuals
Grants To Organizations0GrantsToOrganizations
Noncharitable Purpose0NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract0RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract0PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn0ProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (6 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowances
JOHN J REMONDI
300 BOYLSTON STREET UNIT 507BOSTONMA02116TRUSTEE2.00000
DOROTHY A REMONDI
300 BOYLSTON STREET UNIT 507BOSTONMA02116TRUSTEE0.25000
DIANE D DEFALCO
300 BOYLSTON STREET UNIT 507BOSTONMA02116TRUSTEE0.25000
JOHN F REMONDI
300 BOYLSTON STREET UNIT 507BOSTONMA02116TRUSTEE0.25000
STEPHEN A REMONDI
300 BOYLSTON STREET UNIT 507BOSTONMA02116TRUSTEE0.25000
CHRISTOPHER C REMONDI
300 BOYLSTON STREET UNIT 507BOSTONMA02116TRUSTEE0.25000
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Tot Number Of Oth Empl Paid Over50k0TotNumberOfOthEmplPaidOver50k
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE
Tot Number Of Cntrct Paid Over50k0TotNumberOfCntrctPaidOver50k

Sum Of Program Related Investments SumOfProgramRelatedInvestments

FieldValueIRS element (for citing)
Total0Total

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities3400229AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances517947AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets3918176TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Acquisition Indebtedness0AcquisitionIndebtedness
Adj Total FMV Of Unused Assets3918176AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable58773CashDeemedCharitable
Net Noncharitable Assets3859403NetNoncharitableAssets
Minimum Investment Return192970MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return192970MinimumInvestmentReturn
Tax Based On Investment Income1472TaxBasedOnInvestmentIncome
Total Tax1472TotalTax
Distributable Amount Before Adj191498DistributableAmountBeforeAdj
Recoveries Qlfy Distributions0RecoveriesQlfyDistributions
Distributable Amount Before Ded191498DistributableAmountBeforeDed
Deduction Fr Distributable$0DeductionFrDistributableAmount
Distributable Amount As Adjusted191498DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions139503ExpensesAndContributions
Program Related Investments Total0ProgramRelatedInvestmentsTotal
Qualifying Distributions139503QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm1472OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions138031AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted191498DistributableAmountAsAdjusted
Undistributed Income Prior Year129810UndistributedIncomePriorYear
Total For Prior Years0TotalForPriorYears
Total Excess Distri Carryover0TotalExcessDistriCarryover
Qualifying Distributions139503QualifyingDistributions
Applied To Year1129810AppliedToYear1
Applied To Prior Years0AppliedToPriorYears
Treated As Distri From Corpus0TreatedAsDistriFromCorpus
Applied To Current Year9693AppliedToCurrentYear
Remaining Distri From Corpus0RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus0ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY0ExcessDistriCyovAppliedCY
Total Corpus0TotalCorpus
Prior Year Undistributed Income0PriorYearUndistributedIncome
Prior Year Deficiency Or Tax0PriorYearDeficiencyOrTax
Taxable Amount10TaxableAmount1
Taxable Amount20TaxableAmount2
Undistributed Income CY181805UndistributedIncomeCY
Distri From Corpus170b1 E Or4942g30DistriFromCorpus170b1EOr4942g3
Excess Distri Cyov From Year50ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year0ExcessDistriCyovToNextYear

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Contributing ManagerJOHN J REMONDIContributingManager
Contributing ManagerDOROTHY A REMONDIContributingManager
Only Contributes To PreselectedXOnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (21 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
ADOPT-A-STUDENT FOUNDATION
82 DEVONSHIRE STREET R7EBOSTONMA02109N/A509(A)EDUCATION$500
BELMONT HILL SCHOOL INC
350 PROSPECT STREETBELMONTMA02478N/ASCHOOLEDUCATION$10,000
BOSTON COLLEGE TRUSTEES
140 COMMONWEALTH AVECHESTNUT HILLMA02467N/ACOLLEGEEDUCATION$2,500
CATHEDRAL HIGH SCHOOL
74 UNION PARK STREETBOSTONMA02118N/ASCHOOLEDUCATION$27,000
CHARLES RIVER SCHOOL
56 CENTRE STREETDOVERMA02030N/ASCHOOLEDUCATION$5,000
PROJECT BREAD - THE WALK FOR HUNGER INC
145 BORDER STREETEAST BOSTONMA02128N/A509(A)COMMUNITY SERVICE$2,500
ST JUDE CHILDRENS RESEARCH HOSPITAL INC
313 WASHINGTON STREETNEWTONMA02458N/AHOSPITALHEALTH & MEDICINE$1,000
ST SEBASTIANS SCHOOL INC
1191 GREENDALE AVENEEDHAMMA02492N/ASCHOOLEDUCATION$6,500
WFTE ENDOWMMENT TR
30 BROOKVIEW ROADBOXFORDMA01921N/A509(A)COMMUNITY SERVICE$500
NEW YORK PRESBYTERIAN FUND INC
525 E 68TH STREETNEW YORKNY10021N/A509(A)HEALTH & MEDICINE$2,000
SOUTH SHORE CHRISTIAN ACADEMY
45 BROAD STREETWEYMOUTHMA02188N/ASCHOOLEDUCATION$4,500
CATHOLIC SCHOOLS FOUNDATION INC
260 FRANKLIN STREET SUITE 630BOSTONMA02110N/A509(A)EDUCATION$25,000
XAVERIAN BROTHERS HIGH SCHOOL
800 CLAPBOARDTREE STREETWESTWOODMA02090N/ASCHOOLEDUCATION$2,500
NATIONAL BRAIN TUMOR SOCIETY INC
124 WATERTOWN STREET SUITE 2DWATERTOWNMA02472N/A509(A)MEDICAL RESEARCH$2,500
BRIGHAM AND WOMENS HOSPITAL
75 FRANCIS STREETBOSTONMA02115N/AHOSPITALHEALTH & MEDICINE$25,000
VILLANOVA UNIVERSITY
800 LANCASTER AVENUEVILLANOVAPA19085N/AUNIVERSITYEDUCATION$1,250
BIG BROTHERS BIG SISTERS
75 FEDERAL STREET 5TH FLOORBOSTONMA02110N/A509(A)COMMUNITY SERVICE$1,000
COLUMBIA BUSINESS SCHOOL
3022 BROADWAYNEW YORKNY10027N/AUNIVERSITYEDUCATION$2,500
ST MICHAELS COLLEGE
1 WINOOSKI PARKCOLCHESTERVT05439N/ACOLLEGEEDUCATION$750
DANA-FARBER CANCER INSTITUTE
10 BROOKLINE PLACE WEST 6TH FLOORBROOKLINEMA02445N/A509(A)MEDICAL RESEARCH$1,000
PAUL LORING AND PATRICK FORDE MEMORIAL FUND
58 WILLOW STREETWEST ROXBURYMA02132N/A509(A)COMMUNITY SERVICE$500
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year124000TotGrantOrContriPaidDuringYear
Tot Grant Or Contri Approved Future0TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$124ExclusionAmount

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$152,909ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

FieldValueIRS element (for citing)
Exclusion Code18ExclusionCode
Exclusion$5,890ExclusionAmount

Other Revenue Described OtherRevenueDescribed

FieldValueIRS element (for citing)
DescriptionLINN ENERGY, LLC FORM K-1Description
Business Code523000BusinessCode
Unrelated Business Income-$11,016UnrelatedBusinessIncomeAmount
Exclusion Code14ExclusionCode
Exclusion$8,182ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Unrelated Business Income-$11,016UnrelatedBusinessIncomeAmount
Exclusion$167,105ExclusionAmount
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA156089TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EO0TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO0TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO0PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc0RentalOfFacilitiesEtc
Reimbursement Arrangements0ReimbursementArrangements
Loans Or Loan Guarantees0LoansOrLoanGuarantees
Performance Of Services Etc0PerformanceOfServicesEtc
Sharing Of Facilities Etc0SharingOfFacilitiesEtc
Relationships Noncharitable E Os0RelationshipsNoncharitableEOs

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFXOrganization501c3ExemptPF
General RuleXGeneralRule

Contributor Info ContributorInfo (19 entries)

Contributor NumberContributorNumberContributor Name IndividualContributorNameIndividualAddress Line1ContributorAddressUS/AddressLine1CityContributorAddressUS/CityStateContributorAddressUS/StateZIP CodeContributorAddressUS/ZIPCodeAggregate ContributionsAggregateContributionsPerson Contribution TypePersonContributionTypeNoncash Contribution TypeNoncashContributionType
1JOHN J DOROTHY REMONDI300 BOYLSTON STREET UNIT 507BOSTONMA021163956614459X
2JOHN J DOROTHY REMONDI300 BOYLSTON STREET UNIT 507BOSTONMA02116395650360X
3JOHN J DOROTHY REMONDI300 BOYLSTON STREET UNIT 507BOSTONMA02116395645056X
4JOHN J DOROTHY REMONDI300 BOYLSTON STREET UNIT 507BOSTONMA02116395650436X
5JOHN J DOROTHY REMONDI300 BOYLSTON STREET UNIT 507BOSTONMA02116395655142X
6JOHN J DOROTHY REMONDI300 BOYLSTON STREET UNIT 507BOSTONMA02116395642850X
7JOHN J DOROTHY REMONDI300 BOYLSTON STREET UNIT 507BOSTONMA02116395660844X
8JOHN J DOROTHY REMONDI300 BOYLSTON STREET UNIT 507BOSTONMA02116395622040X
9JOHN J DOROTHY REMONDI300 BOYLSTON STREET UNIT 507BOSTONMA02116395610438X
10JOHN J DOROTHY REMONDI300 BOYLSTON STREET UNIT 507BOSTONMA02116395630154X
11JOHN J DOROTHY REMONDI300 BOYLSTON STREET UNIT 507BOSTONMA0211639569700X
12JOHN J DOROTHY REMONDI300 BOYLSTON STREET UNIT 507BOSTONMA02116395640150X
13JOHN J DOROTHY REMONDI300 BOYLSTON STREET UNIT 507BOSTONMA02116395651000X
14JOHN J DOROTHY REMONDI300 BOYLSTON STREET UNIT 507BOSTONMA02116395628895X
15JOHN J DOROTHY REMONDI300 BOYLSTON STREET UNIT 507BOSTONMA02116395648972X
16JOHN J DOROTHY REMONDI300 BOYLSTON STREET UNIT 507BOSTONMA02116395630866X
17JOHN J DOROTHY REMONDI300 BOYLSTON STREET UNIT 507BOSTONMA021163956235485X
18JOHN J DOROTHY REMONDI300 BOYLSTON STREET UNIT 507BOSTONMA0211639561900000X
19JOHN J DOROTHY REMONDI300 BOYLSTON STREET UNIT 507BOSTONMA021163956240000X

Noncash Property NoncashProperty (18 entries)

Contributor Number From Part IContributorNumberFromPartINoncash Property DescriptionNoncashPropertyDescriptionFair Market ValueFairMarketValueDate ReceivedDateReceived
24,000 SHARES SLM CORP503602010-12-07
317,600 SHARES EXPRESS-1 EXPEDITED SOLUTIONS INC.450562010-12-07
450,000 SLM CORP BONDS 5.450% 04/25/2011504362010-12-07
555,000 SLM CORP FR BONDS 5.000% 10/01/2013551422010-12-07
640,000 LEUCADIA NATL CORP SR NT BONDS 7.000% 08/15/2013428502010-12-07
76,875 SHARES KEYCORP NEW608442010-12-07
8800 SHARES JPMORGAN CHASE & CO DEPOSITARY220402010-12-07
9763 SHARES FIDELITY NATIONAL FINANCIAL, INC.104382010-12-07
106,375 SHARES CITIGROUP, INC.301542010-12-07
11500 SHARES CISCO SYS INC97002010-12-07
1240,000 CHIQUITA BRANDS INTL INC BONDS 7.50% 11/01/2014401502010-12-07
132,000 SHARES BANK OF AMERICA DEPOSITORY SHARES510002010-12-07
143,175 SHARES ABIOMED INC288952010-12-07
152,650 SHARES ASBURY AUTOMOTIVE GROUP INC489722010-12-07
1630,000 FIDELITY NATIONAL FINANCIAL INC BONDS 7.30% 08/15/2011308662010-12-07
1725,078 SHARES FIDELITY CAPITAL & INCOME FUND2354852010-12-30
18FMR LLC SERIES A DEBENTURES19000002010-12-31
19FMR LLC 2010 CORPORATE NOTES2400002010-12-17

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

FieldValueIRS element (for citing)
CategoryTAX PREPARATIONCategory
Amount$2,200Amount
Net Investment Income1100NetInvestmentIncome
Disbursements Charitable Prps1100DisbursementsCharitablePrps

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corp Bonds InvestmentsCorpBonds

FieldValueIRS element (for citing)
Name Of BondCORPORATE BONDSNameOfBond
EOY Book Value219444EOYBookValue
EOYFMV219444EOYFMV

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock

FieldValueIRS element (for citing)
Name Of StockCORPORATE EQUITIESNameOfStock
EOY Book Value3114640EOYBookValue
EOYFMV3114640EOYFMV

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOther (4 entries)

Category Or ItemCategoryOrItemListed At Cost Or FMVListedAtCostOrFMVBook ValueBookValueEOYFMVEOYFMV
FMR LLC SERIES U1 DEBENTUREFMV900000900000
2008 CORPORATE NOTESFMV340000340000
FMR LLC SERIES A DEBENTURESFMV19000001900000
2010 CORPORATE NOTESFMV240000240000

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses

FieldValueIRS element (for citing)
DescriptionSTATE FILING FEESDescription
Revenue And Expenses Per Books250RevenueAndExpensesPerBooks
Net Investment Income0NetInvestmentIncome
Disbursements Charitable Prps250DisbursementsCharitablePrps

Other Income Schedule2 OtherIncomeSchedule2

Other Income OtherIncome

FieldValueIRS element (for citing)
DescriptionLINN ENERGY, LLC FORM K-1Description
Revenue And Expenses Per Books-2834RevenueAndExpensesPerBooks
Adjusted Net Income-2834AdjustedNetIncome

Other Increases Schedule OtherIncreasesSchedule

Other Increases OtherIncreases

FieldValueIRS element (for citing)
DescriptionUNREALIZED GAIN ON INVESTMENTSDescription
Amount$347,131Amount

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees (2 entries)

CategoryCategoryAmountAmountNet Investment IncomeNetInvestmentIncomeDisbursements Charitable PrpsDisbursementsCharitablePrps
FPFS FEES$18,871471814153
INVESTMENT MANAGEMENT FEES$9,79397930

Taxes Schedule TaxesSchedule

Taxes Taxes (2 entries)

CategoryCategoryAmountAmountNet Investment IncomeNetInvestmentIncomeDisbursements Charitable PrpsDisbursementsCharitablePrps
FEDERAL EXCISE TAX$1,04000
FOREIGN TAXES PAID ON DIVIDENDS$2252250

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