ALTAMIRA FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- ALTAMIRA FOUNDATION (EIN 20-7190733)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2024-02-01
- IRS object ID
- 202430329349100413
- Schema version
- 2022v5.0
- 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 Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-02-01T13:05:08-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042620388 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COLES & BODOIN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 SECOND AVENUE | AddressLine1Txt |
| City | NEEDHAM | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02494 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 207190733 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ALTAMIRA FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O KENNETH L ABRAMS ET AL | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ALTA | BusinessNameControlTxt |
| Phone | 7813295186 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 SUMMER STREET | AddressLine1Txt |
| City | WESTWOOD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02090 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KENNETH ABRAMS | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 7813295186 | PhoneNum |
| Signature | 2024-01-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | KENNETH | PersonFirstNm |
| Person Last | ABRAMS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | FRANK CONSTANCE CPA | PreparerPersonNm |
| PTIN | P00047999 | PTIN |
| Phone | 7814551400 | PhoneNum |
| Preparation | 2024-01-29 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $16,928,259 | 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 |
| Interest On Sav Rev And Expnss | $31 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $31 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $462,095 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $462,095 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $183,700 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,819,575 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $183,700 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $645,826 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $645,826 | 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 |
| Oth Empl Slrs Wgs Rev And Expnss | $60,000 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $60,000 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $138,526 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $137,952 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $574 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $75 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $75 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $0 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $22,207 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $17,117 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $5,090 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $154 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $154 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $220,962 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $155,144 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $65,818 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $939,850 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $939,850 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,160,812 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $155,144 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,005,668 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$514,986 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $490,682 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $178,800 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $314,798 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $314,798 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $4,289,004 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,972,691 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,341,896 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $12,928,351 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $11,156,534 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $11,271,565 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $17,396,155 | TotalAssetsBOYAmt |
| Total Assets EOY | $16,444,023 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $16,928,259 | 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 | $17,396,155 | RetainedEarningBOYAmt |
| Retained Earning EOY | $16,444,023 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $17,396,155 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $16,444,023 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $17,396,155 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $16,444,023 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $17,396,155 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$514,986 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $16,881,169 | SubtotalAmt |
| Other Decreases | $437,146 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $16,444,023 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (17 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| VANGUARD TTL INTL STK ADML | D | $557,500 | $466,562 | $90,938 | $90,938 | ||
| VANGUARD INTL EXPL INVS | D | $89,862 | $105,372 | -$15,510 | -$15,510 | ||
| VANGUARD GNMA ADML | P | $600,000 | $606,009 | -$6,009 | -$6,009 | 2019-06-13 | 2022-02-04 |
| VANGUARD INTL EXPL INVS | D | $785,138 | $677,487 | $107,651 | $107,651 | ||
| VANGUARD EURO STK IDX | P | $42,500 | $36,976 | $5,524 | $5,524 | 2009-09-04 | 2022-06-29 |
| VANGUARD E/MKT STK IDX | P | $67,500 | $36,701 | $30,799 | $30,799 | 2008-12-02 | 2022-06-29 |
| DFA EMERGING MARKETS SMALL CAP | P | $20,791 | $23,218 | -$2,427 | -$2,427 | ||
| VANGUARD E/MKT STK IDX | P | $4,522 | $4,516 | $6 | $6 | 2022-03-18 | 2022-03-24 |
| VANGUARD EURO STK IDX | P | $349 | $352 | -$3 | -$3 | 2022-03-18 | 2022-03-24 |
| DFA EMERGING MARKETS SMALL CAP | P | $11,685 | $12,967 | -$1,282 | -$1,282 | ||
| VANGUARD E/MKT STK IDX | P | $12,954 | $12,265 | $689 | $689 | 2020-09-18 | 2022-03-24 |
| VANGUARD EURO STK IDX | P | $27,127 | $21,510 | $5,617 | $5,617 | 2018-12-10 | 2022-03-24 |
| VANGUARD EURO STK IDX | P | $27,476 | $21,247 | $6,229 | $6,229 | 2018-12-10 | 2022-03-30 |
| VANGUARD GNMA ADML | P | $127,476 | $136,570 | -$9,094 | -$9,094 | ||
| VANGUARD GNMA ADML | P | $124,976 | $134,073 | -$9,097 | -$9,097 | ||
| VANGUARD GNMA ADML | P | $302,476 | $340,050 | -$37,574 | -$37,574 | ||
| CAPITAL GAINS DIVIDENDS | P | $17,243 | $17,243 | $17,243 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $183,700 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,820 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,820 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,820 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $13,575 | 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 | $13,575 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $6,755 | OverpaymentAmt |
| Applied To ES Tax | $6,755 | 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 | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| 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 | KENNETH L ABRAMS | IndividualWithBooksNm |
| Phone | 7813295186 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 SUMMER STREET | AddressLine1Txt |
| City | WESTWOOD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02090 | 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 | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | Yes (1) | TransactionsFailToQlfyAsExcInd |
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| KENNETH L ABRAMS | ||||||||
| 401 SUMMER STREET | WESTWOOD | MA | 02090 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| SUSAN N ABRAMS | ||||||||
| 401 SUMMER STREET | WESTWOOD | MA | 02090 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JESSICA A MURRAY | ||||||||
| 818 NORTH QUINCY ST 1207 | ARLINGTON | VA | 22203 | TRUSTEE | 1.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SHELDON M FOX | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2303 CHURCHILL RD | AddressLine1Txt |
| City | RALEIGH | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27608 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | EXEC DIRECTOR | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 20.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $60,000 | CompensationAmt |
| Employee Benefits | $0 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
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 | $17,524,139 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $348,390 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $17,872,529 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $17,872,529 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $268,088 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $17,604,441 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $880,222 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $880,222 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,820 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,820 | TotalTaxAmt |
| Distributable Before Adj | $873,402 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $873,402 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $873,402 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,005,668 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,005,668 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $873,402 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $389,525 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $53,185 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $442,710 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,005,668 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $873,402 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $132,266 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $574,976 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $574,976 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $389,525 | ExcessFromYear3Amt |
| Excess From Year2 | $53,185 | ExcessFromYear2Amt |
| Excess From Current Year | $132,266 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | KENNETH L ABRAMS | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALS THERAPY DEVELOPMENT INSTITUTE | |||||||
| 480 ARSENAL STREET SUITE 201 | WATERTOWN | MA | 02472 | NONE | PUBLIC CHARITY | CHARITABLE | $1,000 |
| AUGUSTANA FUND | |||||||
| 639 38TH STREET | ROCK ISLAND | IL | 61201 | NONE | PUBLIC CHARITY | CHARITABLE | $50,000 |
| CENTRAL HIGH SCHOOL SCHOLARSHIP | |||||||
| 580 HIGH STREET | WESTWOOD | MA | 02090 | NONE | PUBLIC CHARITY | CHARITABLE | $80,000 |
| FAMILY PROMISE METROWEST | |||||||
| 6 MULLIGAN STREET | NATICK | MA | 01760 | NONE | PUBLIC CHARITY | CHARITABLE | $1,000 |
| FRIENDS OF TJ2 ROBOTICS INC | |||||||
| PO BOX 834 | BRIDGEWATER | MA | 02324 | NONE | PUBLIC CHARITY | CHARITABLE | $500 |
| FRIENDS OF WESTWOOD PUBLIC LIBRARY | |||||||
| 660 HIGH STREET | WESTWOOD | MA | 02090 | NONE | PUBLIC CHARITY | CHARITABLE | $1,000 |
| HALE RESERVATION | |||||||
| 80 CARBY STREET | WESTWOOD | MA | 02090 | NONE | PUBLIC CHARITY | CHARITABLE. | $11,000 |
| HOPE FOR HENRY FOUNDATION | |||||||
| 2440 WISCONSIN AVENUE | WASHINGTON | DC | 20007 | NONE | PUBLIC CHARITY | CHARITABLE | $5,000 |
| JCC CAPITAL CAMPAIGN | |||||||
| 333 NAHANTON STREET | NEWTON | MA | 02459 | NONE | PUBLIC CHARITY | CHARITABLE | $600,000 |
| KENNEDY CENTER | |||||||
| 2700 F ST NW | WASHINGTON | DC | 20566 | NONE | PUBLIC CHARITY | CHARITABLE | $350 |
| MASS GENERAL HOSPITAL | |||||||
| 55 FRUIT STREET | BOSTON | MA | 02114 | NONE | PUBLIC CHARITY | CHARITABLE | $15,000 |
| MEDSTAR - GEORGETOWN UNIVERSITY HOSPITAL | |||||||
| 300 RESERVOIR ROAD NW | WASHINGTON | DC | 20007 | NONE | PUBLIC CHARITY | CHARITABLE | $100,000 |
| MUSEUM OF FINE ARTS | |||||||
| 465 HUNTINGTON AVE | BOSTON | MA | 02115 | NONE | PUBLIC CHARITY | CHARITBALE | $1,000 |
| PAN MASS CHALLENGE | |||||||
| 77 4TH AVENUE | NEEDHAM | MA | 02494 | NONE | PUBLIC CHARITY | CHARITABLE | $1,000 |
| SMART FROM THE START | |||||||
| 68 ANNUNCIATION RD | ROXBURY | MA | 02120 | NONE | PUBLIC CHARITY | CHARITABLE | $50,000 |
| WGBH | |||||||
| 1 GUEST STREET | BOSTON | MA | 20213 | NONE | PUBLIC CHARITY | CHARITABLE | $1,000 |
| WBUR | |||||||
| 890 COMMONWEALTH AVENUE | BOSTON | MA | 02215 | NONE | PUBLIC CHARITY | CHARITABLE | $1,500 |
| WESTWOOD AID TO THE ELDERLY | |||||||
| 580 HIGH STREET | WESTWOOD | MA | 02090 | NONE | PUBLIC CHARITY | CHARITABLE | $1,000 |
| WESTWOOD COMMUNITY CHEST | |||||||
| PO BOX 250 | WESTWOOD | MA | 02090 | NONE | PUBLIC CHARITY | CHARITABLE | $2,000 |
| WESTWOOD COMMUNITY SCHOLARSHIP | |||||||
| PO BOX 20507 | WESTWOOD | MA | 02090 | NONE | PUBLIC CHARITY | CHARITABLE | $15,000 |
| WESTWOOD FIREFIGHTERS | |||||||
| 580 HIGH STREET | WESTWOOD | MA | 02090 | NONE | PUBLIC CHARITY | CHARITABLE | $500 |
| WESTWOOD HISTORICAL SOCIETY | |||||||
| 580 HIGH STREET | WESTWOOD | MA | 02090 | NONE | PUBLIC CHARITY | CHARITABLE | $1,000 |
| WVIK (AUGUSTANA PUBLIC RADIO) | |||||||
| 639 38TH STREET | ROCK ISLAND | IL | 61201 | NONE | PUBLIC CHARITY | CHARITABLE | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $939,850 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $31 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $462,095 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $183,700 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $645,826 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $645,826 | 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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VANGUARD DEVELOPED MARKETS | $1,340,929 | $1,436,856 |
| VANGUARD EMERGING MARKETS | $1,589,012 | $1,683,283 |
| VANGUARD EUR STOCK INDEX | $1,171,056 | $1,287,305 |
| VANGUARD PAC STOCK INDEX | $871,694 | $934,452 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (10 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| VANGUARD MID CAP ETF | AT COST | $971,544 | $1,206,456 |
| VANGUARD SMALL CAP ETF | AT COST | $583,973 | $841,393 |
| VANGUARD FTSE DEVELOPED MARKETS ETF | AT COST | $297,686 | $316,874 |
| DFA EMERGING MARKETS SMALL | AT COST | $945,421 | $874,366 |
| VANGUARD GNMA FUND | AT COST | $2,257,554 | $1,971,704 |
| VANGUARD HIGH YIELD | AT COST | $1,924,479 | $1,712,066 |
| VANGUARD 500 INDEX | AT COST | $2,450,549 | $2,804,908 |
| SCHWAB US TREASURY MONEY MARKET | AT COST | $879,484 | $879,484 |
| VANGUARD INTL EXPLORER | AT COST | $536,975 | $401,575 |
| VANGUARD INTL STOCK | AT COST | $308,869 | $262,739 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FAIR MARKET VALUE ADJUSTMENT | Desc |
| Amt | $437,146 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BANK FEES | $17 | $0 | $0 | $17 |
| MISCELLANEOUS EXPENSE | $137 | $0 | $0 | $137 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT MANAGEMENT | $137,952 | $137,952 | $0 | $0 |
| PAYROLL SERVICE FEE | $574 | $0 | $0 | $574 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAXES | $17,117 | $17,117 | $0 | $0 |
| MA FILING FEE | $500 | $0 | $0 | $500 |
| PAYROLL TAX | $4,590 | $0 | $0 | $4,590 |