AMY SMITH AND JOHN G BERYLSON CHARITABLE FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- AMY SMITH AND JOHN G BERYLSON CHARITABLE FOUNDATION (EIN 20-1990804)
- Tax period
- 2021-12-01 to 2022-11-30
- Filed
- 2023-02-27
- IRS object ID
- 202320589349100607
- Schema version
- 2021v4.2
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-02-27T07:25:41-06:00 | ReturnTs |
| Tax Period End | 2022-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 861065772 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DELOITTE TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 BERKELEY STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02116 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201990804 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMY SMITH AND JOHN G BERYLSON | BusinessNameLine1Txt |
| Business Name Line2 | CHARITABLE FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AMYS | BusinessNameControlTxt |
| Phone | 6174821776 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO GOULSTON 400 ATLANTIC AVE | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021103333 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN G BERYLSON | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6174821776 | PhoneNum |
| Signature | 2023-02-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JOHN | PersonFirstNm |
| Person Last | BERYLSON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DIANA COHEN | PreparerPersonNm |
| PTIN | P00118839 | PTIN |
| Phone | 6174372266 | PhoneNum |
| Preparation | 2023-02-21 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | 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 | $7,997,693 | 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 | $182,968 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $182,968 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $647,094 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,072,118 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $647,094 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $830,062 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $830,062 | 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 | $5,145 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,573 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,572 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $17,131 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $17,131 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $125 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $125 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $22,401 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $19,704 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,697 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $504,600 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $504,600 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $527,001 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $19,704 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $507,297 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $303,061 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $810,358 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $467,275 | CashBOYAmt |
| Cash EOY | $563,571 | CashEOYAmt |
| Cash EOYFMV | $563,571 | CashEOYFMVAmt |
| Corporate Stock BOY | $4,200,290 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,454,362 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,434,122 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,048,307 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $5,715,872 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,017,933 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,997,693 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $5,715,872 | CapitalStockBOYAmt |
| Capital Stock EOY | $6,017,933 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,715,872 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,017,933 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,715,872 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,017,933 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,715,872 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $303,061 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $6,018,933 | SubtotalAmt |
| Other Decreases | $1,000 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,017,933 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| GOULSTON | P | 2022-11-30 | $2,072,118 | $1,500,290 | $571,828 | $571,828 |
| AVIVA INVESTORS MULTI STRATEGY TARGET RETURN | P | 2021-12-31 | $75,266 | $75,266 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $647,094 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $11,264 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $11,264 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $11,264 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $33,184 | 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 | $33,184 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $21,920 | OverpaymentAmt |
| Applied To ES Tax | $21,920 | 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 | 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 | JOHN BERYLSON | IndividualWithBooksNm |
| Phone | 6174821776 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O GOULSTON 400 ATLANTIC AVE | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021103333 | 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 | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (5 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| AMY SMITH BERYLSON | |||||||||
| C/O GOULSTON STORRS 400 ATLANTIC | AVE | BOSTON | MA | 02110 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JOHN G BERYLSON | |||||||||
| C/O GOULSTON STORRS 400 ATLANTIC | AVE | BOSTON | MA | 02110 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JAMES BERYLSON | |||||||||
| C/O GOULSTON STORRS 400 ATLANTIC | AVE | BOSTON | MA | 02110 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JENNIFER BLOCK | |||||||||
| C/O GOULSTON STORRS 400 ATLANTIC | AVE | BOSTON | MA | 02110 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| ELIZABETH KATZ | |||||||||
| C/O GOULSTON STORRS 400 ATLANTIC | AVE | BOSTON | MA | 02110 | 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 |
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 | $7,954,276 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $882,836 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,837,112 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,837,112 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $132,557 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,704,555 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $435,228 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $435,228 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $11,264 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $11,264 | TotalTaxAmt |
| Distributable Before Adj | $423,964 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $423,964 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $423,964 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $507,297 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $507,297 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $423,964 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,600,355 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $9,924 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $349,533 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $128,859 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $89,068 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,177,739 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $507,297 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $423,964 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $83,333 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,261,072 | 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 | $1,600,355 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $660,717 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $9,924 | ExcessFromYear4Amt |
| Excess From Year3 | $349,533 | ExcessFromYear3Amt |
| Excess From Year2 | $128,859 | ExcessFromYear2Amt |
| Excess From Year1 | $89,068 | ExcessFromYear1Amt |
| Excess From Current Year | $83,333 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | AMY SMITH BERYLSON | ContributingManagerNm |
| Contributing Manager | JOHN G BERYLSON | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | AMY SMITH AND JOHN G BERYLSON CHARI | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O GOULSTON STORRS 400 ATLANTIC | AddressLine1Txt |
| Address Line2 | AVE | AddressLine2Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021103333 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6174821776 | RecipientPhoneNum |
| Form And Info And Materials | WRITTEN FORM INDICATING AMOUNTS REQUESTED AND PROJECTED USE. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | CHARITABLE PURPOSES UNDER I.R.C. SECTION 501(C)(3) | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| APPLE ORCHARD SCHOOL | |||||||
| 282 D NEWTON STREET | BROOKLINE | MA | 02445 | NONE | PC | EDUCATION | $2,500 |
| BELMONT GOLF SCHOLARSHIP FUND | |||||||
| 151 TREMONT ST RM PH | BOSTON | MA | 02111 | NONE | PC | EDUCATION | $500 |
| BROWN UNIVERSITY FOOTBALL ASSOCIATION | |||||||
| 235 HOPE ST BOX 1932 | PROVIDENCE | RI | 02912 | NONE | PC | EDUCATION | $12,500 |
| DANA FARBER CANCER INSTITUTE | |||||||
| 450 BROOKLINE AVE | BOSTON | MA | 02215 | NONE | PC | MEDICAL | $12,500 |
| HARVARD BUSINESS SCHOOL | |||||||
| HARVARD BUSINESS SCHOOL | BOSTON | MA | 02163 | NONE | PC | EDUCATION | $102,500 |
| HARVARD UNIVERSITY | |||||||
| MASSACHUSETTS HALL | CAMBRIDGE | MA | 02138 | NONE | PC | EDUCATION | $27,500 |
| MEADOWBROOK SCHOOL | |||||||
| 10 FARM RD | WESTON | MA | 02493 | NONE | PC | EDUCATION | $12,500 |
| MILTON ACADEMY | |||||||
| 170 CENTRE STREET | MILTON | MA | 02186 | NONE | PC | EDUCATION | $292,500 |
| PAN MASS CHALLENGE | |||||||
| 77 4TH AVE | NEEDHAM | MA | 02494 | NONE | PC | PUBLIC WELFARE | $12,500 |
| PARK SCHOOL | |||||||
| 171 GODDARD AVENUE | BROOKLINE | MA | 02445 | NONE | PC | EDUCATION | $12,500 |
| UNIVERSITY OF PENNSYLVANIA LAW SCHOOL | |||||||
| 3501 SANSOM ST | PHILADELPHIA | PA | 19104 | NONE | PC | EDUCATION | $12,500 |
| WELLELSEY FIRE FIGHTS RELIEF ASSOC | |||||||
| 457 WORCESTER ST | WELLESLEY | MA | 02481 | NONE | PC | PUBLIC WELFARE | $1,000 |
| WELLELSEY POLICE GOLF CLASSIC | |||||||
| 485 WASHINGTON STREET | WELLESLEY | MA | 02482 | NONE | PC | PUBLIC WELFARE | $2,500 |
| WOMENS LUNCH PLACE | |||||||
| 67 NEWBURY ST | BOSTON | MA | 02116 | NONE | PC | PUBLIC WELFARE | $600 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $504,600 | 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 | $182,968 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $647,094 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $830,062 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $830,062 | 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 | DELOITTE FEES | CategoryTxt |
| Amt | $5,145 | Amt |
| Net Investment Income | $2,573 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,572 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| GOULSTON | $5,454,362 | $7,041,722 |
| GOLDMAN | $0 | $196,200 |
| JP MORGAN | $0 | $196,200 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER ADJUSTMENT | Desc |
| Amt | $1,000 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| GOULSTON & STORRS | $7,768 | $7,768 | $0 |
| CAMBRIDGE ASSOCIATES | $9,363 | $9,363 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MA FILING FEE | CategoryTxt |
| Amt | $125 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $125 | DisbursementsCharitablePrpsAmt |