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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-05-03T15:01:43-05:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EDELSTEIN AND COMPANY LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 160 FEDERAL STREET 9TH FLOOR | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 021101772 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 208037556 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | REMONDI FAMILY FOUNDATION | BusinessNameLine1 |
| Business Name Line2 | C/O JOHN J REMONDI TRUSTEE | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | REMO | NameControl |
| Phone | 6175636749 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 BOYLSTON STREET NO 507 | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 021163956 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOHN J REMONDI | Name |
| Title | TRUSTEE | Title |
| Phone | 6175636749 | Phone |
| Date Signed | 2011-04-14 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ALFONSO PERILLO | Name |
| Phone | 6172276161 | Phone |
| Date Prepared | 2011-04-06 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | 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 | 7560061 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 3566847 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 124 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 124 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 152909 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 137875 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 5890 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 117347 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 24989 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | -2834 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 0 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 3722936 | TotalRevenueAndExpenses |
| Total Net Investment Income | 162988 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 2200 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 1100 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 1100 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 28664 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 14511 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 14153 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 1265 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 225 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 250 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 250 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 32379 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 15836 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 15503 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 124000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 124000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 156379 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 15836 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 139503 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 3566557 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 147152 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 1014574 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 845977 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 845977 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 1391799 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 3114640 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 3114640 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 0 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 219444 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 219444 | InvestmentsCorpBondsEOYFMV |
| Investments Other BOY | 1240000 | InvestmentsOtherBOY |
| Investments Other EOY | 3380000 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 3380000 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 3646373 | TotalAssetsBOY |
| Total Assets EOY | 7560061 | TotalAssetsEOY |
| Total Assets EOYFMV | 7560061 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 3646373 | RetainedEarningsBOY |
| Retained Earnings EOY | 7560061 | RetainedEarningsEOY |
| Total Net Assets BOY | 3646373 | TotalNetAssetsBOY |
| Total Net Assets EOY | 7560061 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 3646373 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 7560061 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 3646373 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 3566557 | ExcessOfRevenueOverExpenses |
| Other Increases | 347131 | OtherIncreases |
| Subtotal | 7560061 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 7560061 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (3 entries)
| Description Of AssetDescriptionOfAsset | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses | How AcquiredHowAcquired |
|---|---|---|---|---|---|
| SALE OF PUBLICLY TRADED SECURITIES | 116951 | 92206 | 24745 | 24745 | |
| LINN ENERGY, LLC FORM K-1 | -152 | -152 | |||
| CAPITAL GAINS DIVIDENDS | 396 | 396 | 396 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 24989 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 74754 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 2608994 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.028652 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 56625 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1692822 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.033450 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 27357 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1429427 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.019138 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 0 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 978943 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.0 | DistributionRatioYear4 |
| Total Distribution Ratio | 0.081240 | TotalDistributionRatio |
| Average Distribution Ratio | 0.020310 | AverageDistributionRatio |
| Net Noncharitable Assets | 3859403 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 78384 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 1472 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 79856 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 139503 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 1472 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 1472 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 1472 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 800 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 800 | TotalCreditsAndPayments |
| Tax Due | 672 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 1 | UnrelatedBusIncomeOver1000 |
| Form990 T Filed | 1 | Form990TFiled |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | MA | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | FIDELITY PRIVATE FOUNDATION SERVICE | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 8003344438 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 SEAPORT LANE | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02210 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (6 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| JOHN J REMONDI | ||||||||
| 300 BOYLSTON STREET UNIT 507 | BOSTON | MA | 02116 | TRUSTEE | 2.00 | 0 | 0 | 0 |
| DOROTHY A REMONDI | ||||||||
| 300 BOYLSTON STREET UNIT 507 | BOSTON | MA | 02116 | TRUSTEE | 0.25 | 0 | 0 | 0 |
| DIANE D DEFALCO | ||||||||
| 300 BOYLSTON STREET UNIT 507 | BOSTON | MA | 02116 | TRUSTEE | 0.25 | 0 | 0 | 0 |
| JOHN F REMONDI | ||||||||
| 300 BOYLSTON STREET UNIT 507 | BOSTON | MA | 02116 | TRUSTEE | 0.25 | 0 | 0 | 0 |
| STEPHEN A REMONDI | ||||||||
| 300 BOYLSTON STREET UNIT 507 | BOSTON | MA | 02116 | TRUSTEE | 0.25 | 0 | 0 | 0 |
| CHRISTOPHER C REMONDI | ||||||||
| 300 BOYLSTON STREET UNIT 507 | BOSTON | MA | 02116 | TRUSTEE | 0.25 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 3400229 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 517947 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 3918176 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 3918176 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 58773 | CashDeemedCharitable |
| Net Noncharitable Assets | 3859403 | NetNoncharitableAssets |
| Minimum Investment Return | 192970 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 192970 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 1472 | TaxBasedOnInvestmentIncome |
| Total Tax | 1472 | TotalTax |
| Distributable Amount Before Adj | 191498 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 191498 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 191498 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 139503 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 139503 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 1472 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 138031 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 191498 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 129810 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 139503 | QualifyingDistributions |
| Applied To Year1 | 129810 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 9693 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 0 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 181805 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JOHN J REMONDI | ContributingManager |
| Contributing Manager | DOROTHY A REMONDI | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (21 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| ADOPT-A-STUDENT FOUNDATION | |||||||
| 82 DEVONSHIRE STREET R7E | BOSTON | MA | 02109 | N/A | 509(A) | EDUCATION | $500 |
| BELMONT HILL SCHOOL INC | |||||||
| 350 PROSPECT STREET | BELMONT | MA | 02478 | N/A | SCHOOL | EDUCATION | $10,000 |
| BOSTON COLLEGE TRUSTEES | |||||||
| 140 COMMONWEALTH AVE | CHESTNUT HILL | MA | 02467 | N/A | COLLEGE | EDUCATION | $2,500 |
| CATHEDRAL HIGH SCHOOL | |||||||
| 74 UNION PARK STREET | BOSTON | MA | 02118 | N/A | SCHOOL | EDUCATION | $27,000 |
| CHARLES RIVER SCHOOL | |||||||
| 56 CENTRE STREET | DOVER | MA | 02030 | N/A | SCHOOL | EDUCATION | $5,000 |
| PROJECT BREAD - THE WALK FOR HUNGER INC | |||||||
| 145 BORDER STREET | EAST BOSTON | MA | 02128 | N/A | 509(A) | COMMUNITY SERVICE | $2,500 |
| ST JUDE CHILDRENS RESEARCH HOSPITAL INC | |||||||
| 313 WASHINGTON STREET | NEWTON | MA | 02458 | N/A | HOSPITAL | HEALTH & MEDICINE | $1,000 |
| ST SEBASTIANS SCHOOL INC | |||||||
| 1191 GREENDALE AVE | NEEDHAM | MA | 02492 | N/A | SCHOOL | EDUCATION | $6,500 |
| WFTE ENDOWMMENT TR | |||||||
| 30 BROOKVIEW ROAD | BOXFORD | MA | 01921 | N/A | 509(A) | COMMUNITY SERVICE | $500 |
| NEW YORK PRESBYTERIAN FUND INC | |||||||
| 525 E 68TH STREET | NEW YORK | NY | 10021 | N/A | 509(A) | HEALTH & MEDICINE | $2,000 |
| SOUTH SHORE CHRISTIAN ACADEMY | |||||||
| 45 BROAD STREET | WEYMOUTH | MA | 02188 | N/A | SCHOOL | EDUCATION | $4,500 |
| CATHOLIC SCHOOLS FOUNDATION INC | |||||||
| 260 FRANKLIN STREET SUITE 630 | BOSTON | MA | 02110 | N/A | 509(A) | EDUCATION | $25,000 |
| XAVERIAN BROTHERS HIGH SCHOOL | |||||||
| 800 CLAPBOARDTREE STREET | WESTWOOD | MA | 02090 | N/A | SCHOOL | EDUCATION | $2,500 |
| NATIONAL BRAIN TUMOR SOCIETY INC | |||||||
| 124 WATERTOWN STREET SUITE 2D | WATERTOWN | MA | 02472 | N/A | 509(A) | MEDICAL RESEARCH | $2,500 |
| BRIGHAM AND WOMENS HOSPITAL | |||||||
| 75 FRANCIS STREET | BOSTON | MA | 02115 | N/A | HOSPITAL | HEALTH & MEDICINE | $25,000 |
| VILLANOVA UNIVERSITY | |||||||
| 800 LANCASTER AVENUE | VILLANOVA | PA | 19085 | N/A | UNIVERSITY | EDUCATION | $1,250 |
| BIG BROTHERS BIG SISTERS | |||||||
| 75 FEDERAL STREET 5TH FLOOR | BOSTON | MA | 02110 | N/A | 509(A) | COMMUNITY SERVICE | $1,000 |
| COLUMBIA BUSINESS SCHOOL | |||||||
| 3022 BROADWAY | NEW YORK | NY | 10027 | N/A | UNIVERSITY | EDUCATION | $2,500 |
| ST MICHAELS COLLEGE | |||||||
| 1 WINOOSKI PARK | COLCHESTER | VT | 05439 | N/A | COLLEGE | EDUCATION | $750 |
| DANA-FARBER CANCER INSTITUTE | |||||||
| 10 BROOKLINE PLACE WEST 6TH FLOOR | BROOKLINE | MA | 02445 | N/A | 509(A) | MEDICAL RESEARCH | $1,000 |
| PAUL LORING AND PATRICK FORDE MEMORIAL FUND | |||||||
| 58 WILLOW STREET | WEST ROXBURY | MA | 02132 | N/A | 509(A) | COMMUNITY SERVICE | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 124000 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $124 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $152,909 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $5,890 | ExclusionAmount |
Other Revenue Described OtherRevenueDescribed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | LINN ENERGY, LLC FORM K-1 | Description |
| Business Code | 523000 | BusinessCode |
| Unrelated Business Income | -$11,016 | UnrelatedBusinessIncomeAmount |
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $8,182 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | -$11,016 | UnrelatedBusinessIncomeAmount |
| Exclusion | $167,105 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 156089 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo (19 entries)
| Contributor NumberContributorNumber | Contributor Name IndividualContributorNameIndividual | Address Line1ContributorAddressUS/AddressLine1 | CityContributorAddressUS/City | StateContributorAddressUS/State | ZIP CodeContributorAddressUS/ZIPCode | Aggregate ContributionsAggregateContributions | Person Contribution TypePersonContributionType | Noncash Contribution TypeNoncashContributionType |
|---|---|---|---|---|---|---|---|---|
| 1 | JOHN J DOROTHY REMONDI | 300 BOYLSTON STREET UNIT 507 | BOSTON | MA | 021163956 | 614459 | X | |
| 2 | JOHN J DOROTHY REMONDI | 300 BOYLSTON STREET UNIT 507 | BOSTON | MA | 021163956 | 50360 | X | |
| 3 | JOHN J DOROTHY REMONDI | 300 BOYLSTON STREET UNIT 507 | BOSTON | MA | 021163956 | 45056 | X | |
| 4 | JOHN J DOROTHY REMONDI | 300 BOYLSTON STREET UNIT 507 | BOSTON | MA | 021163956 | 50436 | X | |
| 5 | JOHN J DOROTHY REMONDI | 300 BOYLSTON STREET UNIT 507 | BOSTON | MA | 021163956 | 55142 | X | |
| 6 | JOHN J DOROTHY REMONDI | 300 BOYLSTON STREET UNIT 507 | BOSTON | MA | 021163956 | 42850 | X | |
| 7 | JOHN J DOROTHY REMONDI | 300 BOYLSTON STREET UNIT 507 | BOSTON | MA | 021163956 | 60844 | X | |
| 8 | JOHN J DOROTHY REMONDI | 300 BOYLSTON STREET UNIT 507 | BOSTON | MA | 021163956 | 22040 | X | |
| 9 | JOHN J DOROTHY REMONDI | 300 BOYLSTON STREET UNIT 507 | BOSTON | MA | 021163956 | 10438 | X | |
| 10 | JOHN J DOROTHY REMONDI | 300 BOYLSTON STREET UNIT 507 | BOSTON | MA | 021163956 | 30154 | X | |
| 11 | JOHN J DOROTHY REMONDI | 300 BOYLSTON STREET UNIT 507 | BOSTON | MA | 021163956 | 9700 | X | |
| 12 | JOHN J DOROTHY REMONDI | 300 BOYLSTON STREET UNIT 507 | BOSTON | MA | 021163956 | 40150 | X | |
| 13 | JOHN J DOROTHY REMONDI | 300 BOYLSTON STREET UNIT 507 | BOSTON | MA | 021163956 | 51000 | X | |
| 14 | JOHN J DOROTHY REMONDI | 300 BOYLSTON STREET UNIT 507 | BOSTON | MA | 021163956 | 28895 | X | |
| 15 | JOHN J DOROTHY REMONDI | 300 BOYLSTON STREET UNIT 507 | BOSTON | MA | 021163956 | 48972 | X | |
| 16 | JOHN J DOROTHY REMONDI | 300 BOYLSTON STREET UNIT 507 | BOSTON | MA | 021163956 | 30866 | X | |
| 17 | JOHN J DOROTHY REMONDI | 300 BOYLSTON STREET UNIT 507 | BOSTON | MA | 021163956 | 235485 | X | |
| 18 | JOHN J DOROTHY REMONDI | 300 BOYLSTON STREET UNIT 507 | BOSTON | MA | 021163956 | 1900000 | X | |
| 19 | JOHN J DOROTHY REMONDI | 300 BOYLSTON STREET UNIT 507 | BOSTON | MA | 021163956 | 240000 | X |
Noncash Property NoncashProperty (18 entries)
| Contributor Number From Part IContributorNumberFromPartI | Noncash Property DescriptionNoncashPropertyDescription | Fair Market ValueFairMarketValue | Date ReceivedDateReceived |
|---|---|---|---|
| 2 | 4,000 SHARES SLM CORP | 50360 | 2010-12-07 |
| 3 | 17,600 SHARES EXPRESS-1 EXPEDITED SOLUTIONS INC. | 45056 | 2010-12-07 |
| 4 | 50,000 SLM CORP BONDS 5.450% 04/25/2011 | 50436 | 2010-12-07 |
| 5 | 55,000 SLM CORP FR BONDS 5.000% 10/01/2013 | 55142 | 2010-12-07 |
| 6 | 40,000 LEUCADIA NATL CORP SR NT BONDS 7.000% 08/15/2013 | 42850 | 2010-12-07 |
| 7 | 6,875 SHARES KEYCORP NEW | 60844 | 2010-12-07 |
| 8 | 800 SHARES JPMORGAN CHASE & CO DEPOSITARY | 22040 | 2010-12-07 |
| 9 | 763 SHARES FIDELITY NATIONAL FINANCIAL, INC. | 10438 | 2010-12-07 |
| 10 | 6,375 SHARES CITIGROUP, INC. | 30154 | 2010-12-07 |
| 11 | 500 SHARES CISCO SYS INC | 9700 | 2010-12-07 |
| 12 | 40,000 CHIQUITA BRANDS INTL INC BONDS 7.50% 11/01/2014 | 40150 | 2010-12-07 |
| 13 | 2,000 SHARES BANK OF AMERICA DEPOSITORY SHARES | 51000 | 2010-12-07 |
| 14 | 3,175 SHARES ABIOMED INC | 28895 | 2010-12-07 |
| 15 | 2,650 SHARES ASBURY AUTOMOTIVE GROUP INC | 48972 | 2010-12-07 |
| 16 | 30,000 FIDELITY NATIONAL FINANCIAL INC BONDS 7.30% 08/15/2011 | 30866 | 2010-12-07 |
| 17 | 25,078 SHARES FIDELITY CAPITAL & INCOME FUND | 235485 | 2010-12-30 |
| 18 | FMR LLC SERIES A DEBENTURES | 1900000 | 2010-12-31 |
| 19 | FMR LLC 2010 CORPORATE NOTES | 240000 | 2010-12-17 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION | Category |
| Amount | $2,200 | Amount |
| Net Investment Income | 1100 | NetInvestmentIncome |
| Disbursements Charitable Prps | 1100 | DisbursementsCharitablePrps |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Bond | CORPORATE BONDS | NameOfBond |
| EOY Book Value | 219444 | EOYBookValue |
| EOYFMV | 219444 | EOYFMV |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | CORPORATE EQUITIES | NameOfStock |
| EOY Book Value | 3114640 | EOYBookValue |
| EOYFMV | 3114640 | EOYFMV |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (4 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| FMR LLC SERIES U1 DEBENTURE | FMV | 900000 | 900000 |
| 2008 CORPORATE NOTES | FMV | 340000 | 340000 |
| FMR LLC SERIES A DEBENTURES | FMV | 1900000 | 1900000 |
| 2010 CORPORATE NOTES | FMV | 240000 | 240000 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | STATE FILING FEES | Description |
| Revenue And Expenses Per Books | 250 | RevenueAndExpensesPerBooks |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 250 | DisbursementsCharitablePrps |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | LINN ENERGY, LLC FORM K-1 | Description |
| Revenue And Expenses Per Books | -2834 | RevenueAndExpensesPerBooks |
| Adjusted Net Income | -2834 | AdjustedNetIncome |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UNREALIZED GAIN ON INVESTMENTS | Description |
| Amount | $347,131 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FPFS FEES | $18,871 | 4718 | 14153 |
| INVESTMENT MANAGEMENT FEES | $9,793 | 9793 | 0 |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FEDERAL EXCISE TAX | $1,040 | 0 | 0 |
| FOREIGN TAXES PAID ON DIVIDENDS | $225 | 225 | 0 |
Comments