GOLDBERG & KAISER FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- GOLDBERG & KAISER FAMILY FOUNDATION (EIN 47-5289272)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-24
- IRS object ID
- 202431459349100018
- Schema version
- 2023v5.0
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-24T14:11:01-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042088368 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRAY GRAY & GRAY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 ROYALL STREET SUITE 102 | AddressLine1Txt |
| City | CANTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02021 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 475289272 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GOLDBERG AND KAISER FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GOLD | BusinessNameControlTxt |
| Phone | 7814846401 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 77 GRIGGS ROAD | AddressLine1Txt |
| City | BROOKLINE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02446 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARK A GOLDBERG | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 7814846401 | PhoneNum |
| Signature | 2024-05-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MARK | PersonFirstNm |
| Person Last | GOLDBERG | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KELLY A BERARDI | PreparerPersonNm |
| PTIN | P01203181 | PTIN |
| Phone | 7814070300 | PhoneNum |
| Preparation | 2024-05-23 | 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 | 2023 | 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 | $3,554,424 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $97,272 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $97,272 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$59,874 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $771,395 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $37,398 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $97,272 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,200 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,200 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $3,075 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,075 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $11,931 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $11,931 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $21,206 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $21,206 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $203,859 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $203,859 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $225,065 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $21,206 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $203,859 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$187,667 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $76,066 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $117,207 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $138,277 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $138,277 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $479,101 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $476,440 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $484,563 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $2,123,857 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,123,857 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $780,635 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $889,644 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $730,000 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $699,328 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,198,378 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,157,060 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,451,621 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,808,187 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,625,634 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,554,424 | 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 | $4,808,187 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,625,634 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,808,187 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,625,634 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,808,187 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,625,634 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,808,187 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$187,667 | ExcessRevenueOverExpensesAmt |
| Other Increases | $5,114 | OtherIncreasesAmt |
| Subtotal | $4,625,634 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,625,634 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| SPDR S&P 500 HIGH | 2022-12-06 | 2023-06-01 | $30,314 | $34,505 | -$4,191 | -$4,191 | |
| US TREASU NT | 2023-12-06 | 2023-09-15 | $100,000 | $100,000 | $0 | $0 | P |
| VANGUARD SHORT-TERM INVESTMENT | 2022-12-06 | 2023-09-14 | $59,940 | $64,794 | -$4,854 | -$4,854 | |
| SPDR S&P 500 HIGH | 2019-02-20 | 2023-06-01 | $93,060 | $99,989 | -$6,929 | -$6,929 | |
| T. ROWE PRICE EMERGING MKTS | 2021-07-13 | 2023-09-14 | $156,321 | $195,000 | -$38,679 | -$38,679 | |
| VANGUARD SHORT-TERM INVESTMENT | 2023-02-28 | $170,000 | $184,138 | -$14,138 | -$14,138 | ||
| VANGUARD SHORT-TERM INVESTMENT | 2023-09-14 | $111,668 | $120,712 | -$9,044 | -$9,044 | ||
| SPDR GOLD SHARES ETF | 2023-06-01 | $50,092 | $32,131 | $17,961 | $17,961 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$59,874 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,057 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,057 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,057 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,977 | 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 | $2,977 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,920 | OverpaymentAmt |
| Applied To ES Tax | $1,920 | 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 | Yes (1) | 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 | MARK A GOLDBERG | IndividualWithBooksNm |
| Phone | 7814846401 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 77 GRIGGS ROAD | AddressLine1Txt |
| City | BROOKLINE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02446 | 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 |
|---|---|---|---|---|---|---|---|---|
| MARK A GOLDBERG | ||||||||
| 77 GRIGGS ROAD | BROOKLINE | MA | 02446 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| URSULA B KAISER | ||||||||
| 77 GRIGGS ROAD | BROOKLINE | MA | 02446 | TRUSTEE | 1.00 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | SUPPORT VARIOUS CHARITIES | Description1Txt |
| Expenses1 | $203,859 | 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 | $3,478,527 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $122,239 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,600,766 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,600,766 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $54,011 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,546,755 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $177,338 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $177,338 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,057 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,057 | TotalTaxAmt |
| Distributable Before Adj | $176,281 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $176,281 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $176,281 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $203,859 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $203,859 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $176,281 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $196,945 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $203,859 | QualifyingDistributionsAmt |
| Applied To Year1 | $196,945 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $6,914 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $169,367 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MARK A GOLDBERG | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 77 GRIGGS ROAD | AddressLine1Txt |
| City | BROOKLINE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02446 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7814846401 | RecipientPhoneNum |
| Recipient Email Address | MARK.GOLDBERG41@GMAIL.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | APPLICATION SHOULD BE SUBMITTED IN WRITING, STATING AMOUNT REQUESTED AND PURPOSE | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (26 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AMERICAN CANCER SOCIETY | ||||||||||||
| 250 WILLIAMS STREET NW | ATLANTA | GA | 30303 | NONE | PC | FURTHER TAX EXEMPT PURPOSE | $78,464 | |||||
| AMERICAN HEART ASSOCIATION | ||||||||||||
| 7272 GREENVILLE AVE | DALLAS | TX | 75231 | NONE | PC | FURTHER TAX EXEMPT PURPOSE | $410 | |||||
| AMERICAN RED CROSS | ||||||||||||
| 431 18TH STREET NW | WASHINGTON DC | DC | 20006 | NONE | PC | FURTHER TAX EXEMPT PURPOSE | $6,250 | |||||
| BARN AT LEE | ||||||||||||
| 345 SPRING STREET | LEE | MA | 01238 | NONE | PC | FURTHER TAX EXEMPT PURPOSE | $205 | |||||
| BIOMEDICAL SCIENCE CAREERS PROGRAM | ||||||||||||
| 150 WOOD ROAD SUITE 300 | BRAINTREE | MA | 02184 | NONE | PC | FURTHER TAX EXEMPT PURPOSE | $5,000 | |||||
| BRIGHAM AND WOMEN'S HOSPITAL | ||||||||||||
| 116 HUNTINGTON AVENUE | BOSTON | MA | 02116 | NONE | PC | FURTHER TAX EXEMPT PURPOSE | $20,000 | |||||
| HARVARD UNIVERSITY | ||||||||||||
| 124 MOUNT AUBURN STREET | CAMBRIDGE | MA | 02138 | NONE | PC | FURTHER TAX EXEMPT PURPOSE | $3,500 | |||||
| NEEDHAM COMMUNITY COUNCIL | ||||||||||||
| 570 HILLSIDE AVENUE | NEEDHAM | MA | 02494 | NONE | PC | FURTHER TAX EXEMPT PURPOSE | $25,000 | |||||
| NEEDHAM HISTORY CENTER & MUSEUM | ||||||||||||
| 1147 CENTRAL AVENUE | NEEDHAM | MA | 02492 | NONE | PC | FURTHER TAX EXEMPT PURPOSE | $250 | |||||
| PARTNERS IN HEALTH | ||||||||||||
| 800 BOYSTON STREET | BOSTON | MA | 02199 | NONE | PC | FURTHER TAX EXEMPT PURPOSE | $11,000 | |||||
| PINE STREET INN | ||||||||||||
| 444 HARRISON AVENUE | BOSTON | MA | 02118 | NONE | PC | FURTHER TAX EXEMPT PURPOSE | $5,000 | |||||
| THE ENDOCRINE SOCIETY | ||||||||||||
| 2055 L STREET NW SUITE 600 | WASHINGTON DC | DC | 20036 | NONE | PC | FURTHER TAX EXEMPT PURPOSE | $35,000 | |||||
| UNIVERSITY OF NEW BRUNSWICK | ||||||||||||
| NONE | PC | FURTHER TAX EXEMPT PURPOSE | $10,000 | PO BOX 4400 | FREDERICTON | NEW BRUNSWICK | CA | E3B 5A3 | ||||
| WIKIPEDIA FOUNDATION | ||||||||||||
| PO BOX 98204 | WASHINGTON DC | DC | 20090 | NONE | PC | FURTHER TAX EXEMPT PURPOSE | $50 | |||||
| RONALD MCDONALD HOUSE | ||||||||||||
| 1901 ROCKLAND RD | WILMINGTON | DE | 19803 | NONE | PC | FURTHER TAX EXEMPT PURPOSE | $250 | |||||
| ALZHEIMER'S ASSOCIATION | ||||||||||||
| 309 WAVERLY OAKS RD | WALTHAM | MA | 02452 | NONE | PC | FURTHER TAX EXEMPT PURPOSE | $100 | |||||
| NORTHEAST NEIGHBORHOOD OUTREACH | ||||||||||||
| 5136 SRGUS DR | LOS ANGELES | CA | 90041 | NONE | PC | FURTHER TAX EXEMPT PURPOSE | $500 | |||||
| MSCPA ANGELL | ||||||||||||
| 350 S HUNTINGTON AVENUE | BOSTON | MA | 02130 | NONE | PC | FURTHER TAX EXEMPT PURPOSE | $450 | |||||
| THE AMERICAN SOCIETY FOR CLINICAL INVESTIGATION | ||||||||||||
| 2015 MANCHESTER ROAD | ANN ARBOR | MI | 48104 | NONE | PC | FURTHER TAX EXEMPT PURPOSE | $200 | |||||
| MASS GENERAL HOSPITAL | ||||||||||||
| 125 NASHUA STREET SUITE 540 | BOSTON | MA | 02114 | NONE | PC | FURTHER TAX EXEMPT PURPOSE | $250 | |||||
| PAN-MASS CHALLENGE | ||||||||||||
| 77 4TH AVE | NEEDHAM | MA | 02494 | NONE | PC | FURTHER TAX EXEMPT PURPOSE | $513 | |||||
| CITY YEAR BOSTON | ||||||||||||
| 287 COLUMBUS AVE | BOSTON | MA | 02116 | NONE | PC | FURTHER TAX EXEMPT PURPOSE | $100 | |||||
| SALVATION ARMY OF MASSACHUSETTS | ||||||||||||
| 25 SHAWNMUT RD | CANTON | MA | 02021 | NONE | PC | FURTHER TAX EXEMPT PURPOSE | $50 | |||||
| GOFUNDME - FRIENDS OF NEEDHAM DEBATE | ||||||||||||
| 8605 SANTA MONICA BLVD 88639 | WEST HOLLYWOOD | CA | 90069 | NONE | PC | FURTHER TAX EXEMPT PURPOSE | $525 | |||||
| WBUR 909FM | ||||||||||||
| 890 COMMONWEALTH AVE 3RD FLOOR | BOSTON | MA | 02215 | NONE | PC | FURTHER TAX EXEMPT PURPOSE | $680 | |||||
| INTERNATIONAL FEDERATION OF RED CROSS AND RED CRECENT | ||||||||||||
| NONE | PC | FURTHER TAX EXEMPT PURPOSE | $112 | CHEMIN DED CRETIS 17 | PETITSACONNEX | GENEVA | SZ | 1209 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $203,859 | 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 | $97,272 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$59,874 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $37,398 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $37,398 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 8 | LineNumberTxt |
| Relationship Statement | THE AMOUNT ON PART XV, LINE 8, COLUMN E, IS INCOME EXCLUDED UNDER SECTION 512, 513, OR 514. | RelationshipStatementTxt |
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 | TAX PREPARATION - GRAY, GRAY & GRAY, LLP | CategoryTxt |
| Amt | $6,200 | Amt |
| Net Investment Income | $6,200 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CHARLES SCHWAB INVESTMENTS- BOND FUNDS | BondNm |
| EOY Book Value | $730,000 | EOYBookValueAmt |
| EOYFMV | $699,328 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CHARLES SCHWAB INVESTMENTS- EQUITIES | $109,857 | $565,665 |
| CANBRIDGE PHARMACEUTICALS STOCK | $2,014,000 | $214,970 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $476,440 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $484,563 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | CHARLES SCHWAB INVESTMENTS- EXCHANGE TRADED FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $1,157,060 | BookValueAmt |
| EOYFMV | $1,451,621 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT FEE | Desc |
| Revenue And Expenses Per Books | $11,931 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $11,931 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT | Desc |
| Amt | $5,114 | Amt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARK A GOLDBERG | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 77 GRIGGS ROAD | AddressLine1Txt |
| City | BROOKLINE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02446 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX | $1,760 | $1,760 | $0 |
| MA DIVISION OF PUBLIC CHARITIES | $35 | $35 | $0 |
| BOND PREMIUM | $235 | $235 | $0 |
| ACCRUED INTEREST | $1,045 | $1,045 | $0 |