ROBERT S & MARIA J REISMAN CHARITABLE TRUST: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- ROBERT S & MARIA J REISMAN CHARITABLE TRUST (EIN 04-6965549)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-05-10
- IRS object ID
- 201131309349101033
- 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
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-05-10T11:18:29-07:00 | 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 | 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 | 2010-01-01 | 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 | 2011-05-10 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | David M Duchesneau | Name |
| Phone | 7818941117 | Phone |
| 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 | 6429609 | 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 | 37678 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 37678 | InterestOnSavingsNetInvstIncm |
| Interest On Savings Adj Net Incm | 37678 | InterestOnSavingsAdjNetIncm |
| Dividends Rev And Expnss | 56811 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 56811 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 56811 | DividendsAdjNetIncm |
| Net Gain Sale Assets Rev And Expnss | 11753 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 31712 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 11753 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 106242 | TotalRevenueAndExpenses |
| Total Net Investment Income | 106242 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 94489 | 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 | 188 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 188 | TaxesNetInvstIncm |
| Deprec And Depletion Rev And Expnss | 0 | DeprecAndDepletionRevAndExpnss |
| Other Expenses Rev And Expnss | 17065 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 17065 | OtherExpensesNetInvstIncm |
| Tot Opr Expenses Rev And Expnss | 87253 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 52253 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 35000 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 120600 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 120600 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 207853 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 52253 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 155600 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -101611 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 53989 | NetInvestmentIncome |
| Adjusted Net Income | 94489 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 117576 | CashBOY |
| Cash EOY | 57864 | CashEOY |
| Cash EOYFMV | 57864 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 208103 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 11040 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 11040 | SavingsAndTempCashInvstEOYFMV |
| Investments Govt Oblig BOY | 515677 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 513647 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 650958 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 3943935 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 4101129 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 5709747 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 4785291 | TotalAssetsBOY |
| Total Assets EOY | 4683680 | TotalAssetsEOY |
| Total Assets EOYFMV | 6429609 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 4785291 | CapitalStockBOY |
| Capital Stock EOY | 4683680 | CapitalStockEOY |
| Total Net Assets BOY | 4785291 | TotalNetAssetsBOY |
| Total Net Assets EOY | 4683680 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 4785291 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 4683680 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 4785291 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -101611 | ExcessOfRevenueOverExpenses |
| Subtotal | 4683680 | Subtotal |
| Total Net Assets Fund Balances EOY | 4683680 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (3 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 |
|---|---|---|---|---|---|---|---|
| 444 | |||||||
| Capital Gain Dividends | |||||||
| 11309 | POWERSHARES QQQ | P | 2009-05-06 | 2010-12-29 | 31268 | 19959 | 11309 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 11753 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 145050 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 5036393 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.02880 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 165700 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 5646109 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.02935 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 232650 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 6091667 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.03819 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 146400 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 5125115 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.02857 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 153350 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 4122756 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.03720 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.16210 | TotalDistributionRatio |
| Average Distribution Ratio | 0.03242 | AverageDistributionRatio |
| Net Noncharitable Assets | 5715289 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 185290 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 540 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 185830 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 155600 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 1080 | InvestmentIncomeExciseTax |
| Subtotal | 1080 | Subtotal |
| Tax Based On Investment Income | 1080 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 12065 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 12065 | TotalCreditsAndPayments |
| Form2220 Attached | X | Form2220Attached |
| Overpayment | 10985 | Overpayment |
| Amount Credited To Next Year | 10985 | 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 | 5767693 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 34631 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 5802324 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Adj Total FMV Of Unused Assets | 5802324 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 87035 | CashDeemedCharitable |
| Net Noncharitable Assets | 5715289 | NetNoncharitableAssets |
| Minimum Investment Return | 285764 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 285764 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 1080 | TaxBasedOnInvestmentIncome |
| Total Tax | 1080 | TotalTax |
| Distributable Amount Before Adj | 284684 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 284684 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 284684 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 155600 | ExpensesAndContributions |
| Qualifying Distributions | 155600 | QualifyingDistributions |
| Adj Qualifying Distributions | 155600 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 284684 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year3 | 92218 | ExcessDistriCarryoverYear3 |
| Total Excess Distri Carryover | 92218 | TotalExcessDistriCarryover |
| Qualifying Distributions | 155600 | QualifyingDistributions |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 155600 | AppliedToCurrentYear |
| Excess Distri Cyov App CY Corpus | 92218 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 92218 | ExcessDistriCyovAppliedCY |
| Undistributed Income CY | 36866 | UndistributedIncomeCY |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (27 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| JIMMY FUND | |||||||
| 44 BINNEY STREET | BOSTON | MA | 02115 | NONE | EXEMPT | TO SUPPORT RESEARCH | $500 |
| CJP | |||||||
| 126 HIGH STREET | BOSTON | MA | 02110 | NONE | EXEMPT | TO SUPPORT THE COMMUNITY | $500 |
| PROSTRATE CANCER FOUNDATION | |||||||
| 1250 FOURTH STREET | SANTA MONICA | CA | 90401 | NONE | EXEMPT | TO SUPPORT RESEARCH | $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 | $10,150 |
| LEUKEMIA LYMPHOMA SOCIETY | |||||||
| 1311 MAMARONECK AVENUE SUITE 310 | WHITE PLAINS | NY | 10605 | NONE | EXEMPT | TO SUPPORT RESEARCH | $250 |
| NEEDHAM EXCHANGE CLUB | |||||||
| 175 GREENDALE AVENUE | NEEDHAM | MA | 02494 | NONE | EXEMPT | TO SUPPORT THE COMMUNITY | $100 |
| AMERICAN DIABETES ASSOCIATION | |||||||
| 1701 NORTH BEAUREGARD STREET | ALEXANDRIA | VA | 22311 | NONE | EXEMPT | TO SUPPORT RESEARCH | $250 |
| BRAINTREE POLICE OFFICERS SUPERIOR | |||||||
| 1 JOHN F KENNEDY MEMORIAL DRIVE | BRAINTREE | MA | 02184 | NONE | EXEMPT | TO SUPPORT THE COMMUNITY | $150 |
| HABITAT FOR HUMANITY | |||||||
| 121 HABITAT STREET | AMERICUS | GA | 31709 | NONE | EXEMPT | TO SUPPORT THE COMMUNITY | $150 |
| ST JUDES CHILDRENS RESEARCH HOSPITA | |||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | NONE | EXEMPT | TO SUPPORT RESEARCH | $250 |
| NATIONAL HEADACHE FOUNDATION | |||||||
| 820 N ORLEANS | CHICAGO | IL | 60610 | NONE | EXEMPT | TO SUPPORT RESEARCH | $250 |
| COALITION TO SALUTE AMERICAN HEROES | |||||||
| 2 CHURCH STREET | OSSINING | NY | 10562 | NONE | EXEMPT | TO SUPPORT THE COMMUNITY | $500 |
| SALVATION ARMY | |||||||
| 25 SHAWMUT ROAD | CANTON | MA | 02021 | NONE | EXEMPT | TO SUPPORT THE COMMUNITY | $200 |
| ROSIES PLACE | |||||||
| 889 HARRISON AVE | BOSTON | MA | 02118 | NONE | EXEMPT | TO SUPPORT THE COMMUNITY | $250 |
| HELP HOSPITALIZED VETERANS | |||||||
| 36585 PENFIELD LANE | WINCHESTER | CA | 92596 | NONE | EXEMPT | TO SUPPORT THE COMMUNITY | $250 |
| ARTHRITIS FOUNDATION | |||||||
| P O BOX 7669 | ATLANTA | GA | 30357 | NONE | EXEMPT | TO SUPPORT RESEARCH | $550 |
| AMERICAN CANCER SOCIETY | |||||||
| 9 RIVERSIDE ROAD | WESTON | MA | 02493 | NONE | EXEMPT | TO SUPPORT RESEARCH | $500 |
| BI DEACONESS NEEDHAM | |||||||
| 148 CHESTNUT STREET | NEEDHAM | MA | 02492 | NONE | EXEMPT | TO SUPPORT MEDICAL RESEARCH | $250 |
| BABSON COLLEGE | |||||||
| 231 FOREST STREET | BABSON PARK | MA | 02457 | NONE | EXEMPT | TO SUPPORT EDUCATIONAL NEEDS | $3,000 |
| NEW ENGLAND WILDLIFE CENTER | |||||||
| 500 COLUMBIAN STREET | SOUTH WEYMOUTH | MA | 02190 | NONE | EXEMPT | TO SUPPORT CONSERVATION | $17,500 |
| 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 | $500 |
| NEEDHAM POLICE UNION | |||||||
| P O BOX 910014 | NEEDHAM | MA | 02492 | NONE | EXEMPT | TO SUPPORT THE COMMUNITY | $150 |
| 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 | $2,750 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 120600 | 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 | $37,678 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $56,811 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $444 | ExclusionAmount |
| Related Or Exempt Function Income | 11309 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $94,933 | ExclusionAmount |
| Related Or Exempt Function Income | 11309 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 106242 | 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 | 357074 | 382709 |
| FIDELITY PORTFOLIO | 3744055 | 5327038 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Securities EOY Book Value | 513647 | USGovtSecuritiesEOYBookValue |
| US Govt Securities EOYFMV | 650958 | USGovtSecuritiesEOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| TAX PREPARATION | 15000 | 15000 |
| bond amortization | 2030 | 2030 |
| ANNUAL REPORT | 35 | 35 |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | Category |
| Amount | $188 | Amount |
| Net Investment Income | 188 | NetInvestmentIncome |
Comments