LISSY FAMILY FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- LISSY FAMILY FOUNDATION (EIN 46-5181325)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-08
- IRS object ID
- 202641289349102404
- Schema version
- 2025v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-08T13:51:57-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 201434316 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GOODWIN PARTNERS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 SUMMIT DRIVE SUITE 210 | AddressLine1Txt |
| City | BURLINGTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01803 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 465181325 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LISSY FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LISS | BusinessNameControlTxt |
| Phone | 6175778020 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 63 BIRDS HILL AVENUE | AddressLine1Txt |
| City | NEEDHAM | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 024924259 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID LISSY | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6175778020 | PhoneNum |
| Signature | 2026-05-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | THOMAS W GOODWIN | PreparerPersonNm |
| PTIN | P01257168 | PTIN |
| Phone | 7813284312 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,510,800 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $52,489 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $52,489 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $0 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $808,461 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $52,489 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $52,489 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,485 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,485 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $17,093 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $17,093 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $888 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $888 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $0 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $125 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $125 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $20,591 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $20,591 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $492,379 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $492,379 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $512,970 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $20,591 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $492,379 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$460,481 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $31,898 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $9,141 | CashBOYAmt |
| Cash EOY | $10,076 | CashEOYAmt |
| Cash EOYFMV | $10,076 | CashEOYFMVAmt |
| Other Investments BOY | $3,557,306 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,095,890 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,500,724 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,566,447 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,105,966 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,510,800 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $3,566,447 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,105,966 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,566,447 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,105,966 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,566,447 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,105,966 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,566,447 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$460,481 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,105,966 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,105,966 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | GREAT POINT WEALTH ADVISORS, LLC - AVAILABLE UPON REQUEST | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $808,461 | GrossSalesPriceAmt |
| Cost Or Other Basis | $808,461 | CostOrOtherBasisAmt |
| Gain Or Loss | $0 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $0 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $0 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $443 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $443 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $443 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,843 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $4,843 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $4,400 | OverpaymentAmt |
| Applied To ES Tax | $4,400 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | DAVID LISSY | IndividualWithBooksNm |
| Phone | 6175778020 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 63 BIRDS HILL AVENUE | AddressLine1Txt |
| City | NEEDHAM | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 024924259 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| DAVID LISSY | ||||||||
| 63 BIRDS HILL AVENUE | NEEDHAM | MA | 02492 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| SUZANNE LISSY | ||||||||
| 63 BIRDS HILL AVENUE | NEEDHAM | MA | 02492 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $316,621 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $8,025 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $324,646 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $324,646 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,870 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $319,776 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $15,989 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $15,989 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $443 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $443 | TotalTaxAmt |
| Distributable Before Adj | $15,546 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $15,546 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $15,546 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $492,379 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $492,379 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $15,546 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $302,884 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $457,383 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $526,599 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $927,799 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $795,141 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,009,806 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $492,379 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $15,546 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $476,833 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,486,639 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $302,884 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,183,755 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $457,383 | ExcessFromYear4Amt |
| Excess From Year3 | $526,599 | ExcessFromYear3Amt |
| Excess From Year2 | $927,799 | ExcessFromYear2Amt |
| Excess From Year1 | $795,141 | ExcessFromYear1Amt |
| Excess From Current Year | $476,833 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DAVID LISSY | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (31 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACTBLUE - GIFFORDS PAC | |||||||
| PO BOX 962017 | BOSTON | MA | 02196 | NONE | PC | FOR OPERATING SUPPORT | $1,000 |
| ALZHEIMER'S ASSOCIATION | |||||||
| 309 WAVERLEY OAKS ROAD | WALTHAM | MA | 02452 | NONE | PC | FOR OPERATING SUPPORT | $200,000 |
| BEAVER COUNTRY DAY SCHOOL | |||||||
| 791 HAMMOND ST | CHESTNUT HILL | MA | 02467 | NONE | PC | FOR OPERATING SUPPORT | $10,497 |
| BIRTHDAY WISHES | |||||||
| 144 NORTH ROAD SUITE 1100 | SUDBURY | MA | 01776 | NONE | PC | FOR OPERATING SUPPORT | $515 |
| BOSTON BULLPEN PROJECT | |||||||
| PO BOX 920512 | NEEDHAM | MA | 02492 | NONE | PC | FOR OPERATING SUPPORT | $500 |
| BRIGHT HORIZONS FOUNDATION FOR CHILDREN | |||||||
| 233 NEEDHAM ST 440 | NEWTON | MA | 02464 | NONE | PC | FOR OPERATING SUPPORT | $10,000 |
| COALITION FOR HEALTHY DEMOCRACY | |||||||
| 124 WASHINGTON STREET SUITE 101 | FOXBORO | MA | 02035 | NONE | PC | FOR OPERATING SUPPORT | $10,000 |
| COMBINED JEWISH PHILANTHROPY | |||||||
| 126 HIGH ST | BOSTON | MA | 02110 | NONE | PC | FOR OPERATING SUPPORT | $135,000 |
| COMM FIREFIGHTER ASSOCIATION | |||||||
| 1875 FALMOUTH RD | CENTERVILLE | MA | 02632 | NONE | PC | FOR OPERATING SUPPORT | $100 |
| DANA FARBER JIMMY FUND | |||||||
| 450 BROOKLINE AVE | BOSTON | MA | 02215 | NONE | PC | FOR OPERATING SUPPORT | $268 |
| FALMOUTH ROAD RACE | |||||||
| PO BOX 732 | FALMOUTH | MA | 02541 | NONE | PC | FOR OPERATING SUPPORT | $110 |
| GOFUNDMEORG | |||||||
| 8605 SANTA MONICA BLVD 88639 | WEST HOLLYWOOD | CA | 90069 | NONE | PC | FOR OPERATING SUPPORT | $175 |
| GOLF FIGHTS CANCER | |||||||
| 300 ARNOLD PALMER BOULEVARD | NORTON | MA | 02766 | NONE | PC | FOR OPERATING SUPPORT | $1,049 |
| HELP BRING THEM HOME - ISRAEL | |||||||
| 228 PARK AVE S 71410 | NEW YORK | NY | 100031502 | NONE | PC | FOR OPERATING SUPPORT | $180 |
| ITHACA UNIVERSITY | |||||||
| 953 DANBY RD | ITHACA | NY | 14850 | NONE | PC | FOR OPERATING SUPPORT | $5,000 |
| JEWISH COMMUNAL FUND OF NEW YORK | |||||||
| PO BOX 24134 | NEW YORK | NY | 100874134 | NONE | PC | FOR OPERATING SUPPORT | $207 |
| JO MOORESTOWN NJ | |||||||
| 111 WEST 2ND STREET | MOORESTOWN | NJ | 08057 | NONE | PC | FOR OPERATING SUPPORT | $260 |
| MEMORIAL SLOAN KETTERING CANCER CENTER | |||||||
| PO BOX 27106 | NEW YORK | NY | 100877106 | NONE | PC | FOR OPERATING SUPPORT | $500 |
| METRO WEST COMMUNITY FOUNDATION | |||||||
| 3 ELIOT ST | NATICK | MA | 01760 | NONE | PC | FOR OPERATING SUPPORT | $1,080 |
| MICHIGAN GATEWAY COMMUNITY FOUNDATION | |||||||
| 107 W FRONT ST | BUCHANAN | MI | 49107 | NONE | PC | FOR OPERATING SUPPORT | $209 |
| NATIONAL BRAIN TUMOR SOCIETY | |||||||
| 55 CHAPEL ST SUITE 006 | NEWTON | MA | 02458 | NONE | PC | FOR OPERATING SUPPORT | $103 |
| NATIONAL OVARIAN CANCER COALITION | |||||||
| 12221 MERIT DR 1950 | DALLAS | TX | 75251 | NONE | PC | FOR OPERATING SUPPORT | $259 |
| ONE COMPANY FUND | |||||||
| 201 JONES ROAD SUITE 300 WEST | WALTHAM | MA | 02451 | NONE | PC | FOR OPERATING SUPPORT | $10,000 |
| OUIMETORG | |||||||
| 300 ARNOLD PALMER BOULEVARD | NORTON | MA | 02766 | NONE | PC | FOR OPERATING SUPPORT | $531 |
| PAN MASS CHALLENGE | |||||||
| 77 FOURTH AVENUE | NEEDHAM | MA | 02492 | NONE | PC | FOR OPERATING SUPPORT | $592 |
| PAULA DAMOURA | |||||||
| N/A | NA | MA | 01803 | NONE | PC | FOR OPERATING SUPPORT | $375 |
| RODMAN FOR KIDS | |||||||
| 10 LINCOLN ROAD SUITE 205 | FOXBORO | MA | 02035 | NONE | PC | FOR OPERATING SUPPORT | $256 |
| THE GIVING BACK FUND | |||||||
| 500 COMMERCIAL STREET SUITE 4R | BOSTON | MA | 021095577 | NONE | PC | FOR OPERATING SUPPORT | $2,000 |
| THE IMMIGRANT LEARNING CENTER | |||||||
| 442 MAIN ST | MALDEN | MA | 02148 | NONE | PC | FOR OPERATING SUPPORT | $6,113 |
| US CHALLENGE CUP | |||||||
| 100 AMARAL ST | RIVERSIDE | RI | 02915 | NONE | PC | FOR OPERATING SUPPORT | $500 |
| WAKE FOREST UNIVERSITY | |||||||
| 1834 WAKE FOREST ROAD | WINSTONSALEM | NC | 27109 | NONE | PC | FOR OPERATING SUPPORT | $95,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $492,379 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $52,489 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $52,489 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $52,489 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | GOODWIN PARTNERS LLP | CategoryTxt |
| Amt | $2,485 | Amt |
| Net Investment Income | $2,485 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | GREAT POINT WEALTH ADVISORS - AVAILABLE UPON REQUEST | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $3,095,890 | BookValueAmt |
| EOYFMV | $3,500,724 | EOYFMVAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | GREAT POINT WEALTH ADVISORS, LLC | CategoryTxt |
| Amt | $17,093 | Amt |
| Net Investment Income | $17,093 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MA TAX | CategoryTxt |
| Amt | $125 | Amt |
| Net Investment Income | $125 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |