DOLLIVER FAMILY FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- DOLLIVER FAMILY FOUNDATION INC (EIN 82-2871718)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-15
- IRS object ID
- 202321359349102342
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-15T11:06:49-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 061092709 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GOLDBLATT BOKOFF LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 457 WEST MAIN STREET | AddressLine1Txt |
| City | NORWICH | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06360 | 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 | 822871718 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DOLLIVER FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DOLL | BusinessNameControlTxt |
| Phone | 8606048339 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 99 NIMROD DR | AddressLine1Txt |
| City | CONCORD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01742 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KIMBERLY DOLLIVER | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8606048339 | PhoneNum |
| Signature | 2023-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | KIMBERLY | PersonFirstNm |
| Person Last | DOLLIVER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | 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 | BRAD OATLEY | PreparerPersonNm |
| PTIN | P01958089 | PTIN |
| Phone | 8608865108 | PhoneNum |
| Preparation | 2023-05-11 | 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 | $160,537 | 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 | $50,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $5 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $3,283 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,283 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $29,675 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $133,921 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $29,675 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $82,963 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $32,963 | 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 |
| Legal Fees Rev And Expnss | $1,140 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $570 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $570 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,250 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $625 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $625 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,115 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,115 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $43 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $20 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $93 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $47 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $46 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,641 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,377 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,241 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $10,511 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $10,511 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $14,152 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,377 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $11,752 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $68,811 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $30,586 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $3,505 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,666 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,666 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $44,805 | CorporateStockBOYAmt |
| Corporate Stock EOY | $144,368 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $144,653 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $44,948 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $13,296 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $11,218 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $261 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $93,519 | TotalAssetsBOYAmt |
| Total Assets EOY | $162,330 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $160,537 | 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 | $93,519 | RetainedEarningBOYAmt |
| Retained Earning EOY | $162,330 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $93,519 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $162,330 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $93,519 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $162,330 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $93,519 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $68,811 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $162,330 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $162,330 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $27,869 | $31,252 | -$3,383 | -$3,383 |
| PUBLICLY TRADED SECURITIES | $70,586 | $45,002 | $25,584 | $25,584 |
| PUBLICLY TRADED SECURITIES | $4,994 | $5,474 | -$480 | -$480 |
| PUBLICLY TRADED SECURITIES | $30,472 | $22,518 | $7,954 | $7,954 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $29,675 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $425 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $425 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $425 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | 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 | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $425 | TaxDueAmt |
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 |
| Org Report Or Register State | CT | OrgReportOrRegisterStateCd |
| 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 | GOLDBLATT BOKOFF LLC | IndividualWithBooksNm |
| Phone | 8608865108 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 457 WEST MAIN STREET | AddressLine1Txt |
| City | NORWICH | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06360 | 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 |
|---|---|---|---|---|---|---|---|---|
| ROBERT DOLLIVER | ||||||||
| 99 NIMROD DRIVE | CONCORD | MA | 01742 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| KIMBERLY DOLLIVER | ||||||||
| 99 NIMROD DRIVE | CONCORD | MA | 01742 | TRUSTEE | 0.50 | $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 | $148,874 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $6,625 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $155,499 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $155,499 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,332 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $153,167 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $7,658 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $7,658 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $425 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $425 | TotalTaxAmt |
| Distributable Before Adj | $7,233 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $7,233 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $7,233 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $11,752 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $11,752 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $7,233 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $136 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $5,351 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $4,027 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $6,689 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,004 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $18,207 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $11,752 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $7,233 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $4,519 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $22,726 | 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 | $136 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $22,590 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $5,351 | ExcessFromYear4Amt |
| Excess From Year3 | $4,027 | ExcessFromYear3Amt |
| Excess From Year2 | $6,689 | ExcessFromYear2Amt |
| Excess From Year1 | $2,004 | ExcessFromYear1Amt |
| Excess From Current Year | $4,519 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | KIMBERLY DOLLIVER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|
| AMERICAN LEGION | ||||||||||
| 457 LAUREL HILL AVE | NORWICH | CT | 06360 | PC | UNRESTRICTED GENERAL SUPPORT | $500 | ||||
| CONCORD-CARLISLE COMMUNITY CHEST INC | ||||||||||
| 19 MAIN ST | CONCORD | MA | 01742 | PC | UNRESTRICTED GENERAL SUPPORT | $2,400 | ||||
| EMERSON HEALTH CARE FOUNDATION INC | ||||||||||
| 133 OLD ROAD TO NINE ACRE CORNER | CONCORD | MA | 01742 | SO I | UNRESRTICTED GENERAL SUPPORT | $1,000 | ||||
| FRIENDS OF CONCORD CARLISLE HIGH SCHOOL MEN'S SOCCER INC | ||||||||||
| 79 NIMROD DR | CONCORD | MA | 01742 | PC | UNRESTRICTED GENERAL SUPPORT | $100 | ||||
| GIVENGAIN FOUNDATION USA | ||||||||||
| 53 STATE ST | BOSTON | MA | 02109 | PC | UNRESTRICTED GENERAL SUPPORT | $263 | ||||
| THINKGIVE | ||||||||||
| 26 ELM ST | CONCORD | MA | 01742 | PC | UNRESTRICTED GENERAL SUPPORT | $1,000 | ||||
| WILLARD PARENT TEACHER GROUP | ||||||||||
| 185 POWDER MILL RD | CONCORD | MA | 01742 | PC | UNRESTRICTED GENERAL SUPPORT | $350 | ||||
| THE MIGHTY MOOSE FOUNDATION INC | ||||||||||
| 83 NASHOBA RD | CONCORD | MA | 01742 | PC | UNRESTRICTED GENERAL SUPPORT | $1,048 | ||||
| BOYS & GIRLS CLUBS OF DORCHESTER | ||||||||||
| 1135 DORCHESTER AVE | BOSTON | MA | 02125 | PC | UNRESTRICTED GENERAL SUPPORT | $250 | ||||
| ST JUDE CHILDREN'S RESEARCH HOSPITAL INC | ||||||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | PC | UNRESTRICTED GENERAL SUPPORT | $102 | ||||
| ALCOTT PTG | ||||||||||
| 93 LAUREL ST | CONCORD | MA | 01742 | PC | ANNUAL APPEAL | $25 | ||||
| RVH FOUNDATION | ||||||||||
| PC | UNRESTRICTED GENERAL SUPPORT | $40 | 201 GEORGIAN DR | BARRIE | ON | CA | ||||
| DANA FARBER CANCER INSTITUTE INC | ||||||||||
| 450 BROOKLINE AVE | BOSTON | MA | 02215 | PC | UNRESTRICTED GENERAL SUPPORT | $250 | ||||
| RUNWAY FOR RECOVERY INC | ||||||||||
| 29 WATER ST SUITE 216 | NEWBURYPORT | MA | 01950 | PC | UNRESTRICTED GENERAL SUPPORT | $708 | ||||
| WORLD CENTRAL KITCHEN INC | ||||||||||
| 200 MASSACHUSETTS AVE NW 7TH FLOOR | WASHINGTON | DC | 20001 | PC | UNRESTRICTED GENERAL SUPPORT | $263 | ||||
| AMERICAN INTERNATIONAL COLLEGE | ||||||||||
| 1000 STATE STREET | SPRINGFIELD | MA | 01109 | PC | UNRESTRICTED GENERAL SUPPORT | $500 | ||||
| ALZHEIMER'S ASSOCIATION | ||||||||||
| 225 N MICHIGAN AVE FL 17 | CHICAGO | IL | 60601 | PC | UNRESTRICTED GENERAL SUPPORT | $250 | ||||
| MEGHAN CAMPBELL | ||||||||||
| 4 PUDDLEBY DR | PRESTON | CT | 06365 | I | MEDICAL EXPENSE SUPPORT FOR TATE CAMPBELL | $1,000 | ||||
| JDRF INTERNATIONAL | ||||||||||
| 200 VESEY ST 28TH FLOOR | NEW YORK | NY | 10281 | PC | UNRESTRICTED GENERAL SUPPORT | $262 | ||||
| US NAVY MEMORIAL FOUNDATION | ||||||||||
| 701 PENNSYLVANIA AVE NW NO 1 | WASHINGTON | DC | 20004 | PC | UNRESTRICTED GENERAL SUPPORT | $200 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $10,511 | 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 | $5 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,283 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $29,675 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $32,963 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $32,963 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | KIMBERLY DOLLIVER | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 99 NIMROD DR | AddressLine1Txt |
| City | CONCORD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01742 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $50,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,250 | Amt |
| Net Investment Income | $625 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $625 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (46 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 40 SH ALPHABET INC CL A | $2,818 | $3,529 |
| 2 SH BLACKROCK INC | $1,248 | $1,417 |
| 14 SH AON PLC CL A | $4,002 | $4,202 |
| 9 SH ACCENTURE PLC IRELAND CL A NEW | $3,040 | $2,402 |
| 14 SH EATON CORP PLC | $2,212 | $2,197 |
| 49 SH JOHNSON CONTROLS INTL PLC | $2,566 | $3,136 |
| 17 SH CHUBB LTD | $3,401 | $3,750 |
| 18 SH NXP SEMICONDUCTORS N V | $3,515 | $2,845 |
| 18 SH AMERICAN EXPRESS CO | $2,954 | $2,660 |
| 61 SH BOSTON SCIENTIFIC CORP | $2,510 | $2,822 |
| 16 SH CIGNA CORP NEW | $3,730 | $5,301 |
| 147 SH COMCAST CORP CL A NEW | $6,602 | $5,141 |
| 35 SH CONOCOPHILLIPS | $3,083 | $4,130 |
| 12 SH DIAGEO PLC NEW SPON ADR | $2,334 | $2,138 |
| 44 SH DOMINION ENERGY INC | $3,280 | $2,698 |
| 34 SH DUKE ENERGY CORP NEW | $3,551 | $3,502 |
| 27 SH DUPONT DE NEMOURS INC | $2,037 | $1,853 |
| 13 SH GENERAL DYNAMICS CORP | $2,980 | $3,225 |
| 19 SH HONEYWELL INTL INC | $3,868 | $4,072 |
| 14 SH ILLINOIS TOOL WORKS INC | $3,291 | $3,084 |
| 39 SH JPMORGAN CHASE & CO | $5,989 | $5,230 |
| 22 SH JOHNSON & JOHNSON | $3,793 | $3,886 |
| 4 SH KLA CORP | $1,363 | $1,508 |
| 39 SH KKR & CO INC | $2,472 | $1,810 |
| 14 SH LOWES COMPANIES INC | $3,292 | $2,789 |
| 18 SH MARSH & MCLENNAN COS INC | $2,874 | $2,979 |
| 14 SH MARRIOTT INTL INC NEW CL A | $2,265 | $2,084 |
| 10 SH MCKESSON CORP | $2,580 | $3,751 |
| 36 SH MERCK & COMPANY INC NEW | $2,840 | $3,994 |
| 47 SH MORGAN STANLEY | $4,515 | $3,996 |
| 39 SH NASDAQ INC | $2,402 | $2,393 |
| 32 SH NESTLE S A SPON ADR REPSTG REG SHS | $4,145 | $3,691 |
| 8 SH NORTHROP GRUMMAN CORP | $3,269 | $4,365 |
| 11 SH PNC FINANCIAL SERVICES GROUP INC | $2,290 | $1,737 |
| 20 SH PPG INDUSTRIES INC | $2,949 | $2,515 |
| 10 SH PEPSICO INC | $1,697 | $1,807 |
| 73 SH PFIZER INC | $3,582 | $3,741 |
| 11 SH PIONEER NATURAL RESOURCES CO | $2,525 | $2,512 |
| 33 SH PROGRESSIVE CORP OH | $3,544 | $4,280 |
| 22 SH PROLOGIS INC | $2,465 | $2,480 |
| 7 SH SHERWIN WILLIAMS CO | $1,789 | $1,661 |
| 53 SH SOUTHERN COMPANY | $3,616 | $3,785 |
| 13 SH TARGET CORP | $2,137 | $1,938 |
| 24 SH TEXAS INSTRUMENTS INC | $4,199 | $3,965 |
| 6 SH THERMO FISHER SCIENTIFIC INC | $3,510 | $3,304 |
| 21 SH UNION PACIFIC CORP | $5,244 | $4,348 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 794.048 SH JOHN HNACOCK STRATEGIC INCOME OPPTYS CL A | AT COST | $8,555 | $7,647 |
| 543.478 SH NEUBERGER BERMAN EMERGING MARKET DEBT CL A | AT COST | $4,741 | $3,571 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $1,140 | LegalFeesAmt |
| Net Investment Income | $570 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $570 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIVIDENDS RECEIVABLE | Desc |
| BOY Book Value | $261 | BOYBookValueAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MA REGISTRATION FEE | Desc |
| Revenue And Expenses Per Books | $93 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $47 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $46 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $1,115 | Amt |
| Net Investment Income | $1,115 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX PAID | $20 | $20 | $0 |
| FEDERAL EXCISE TAX | $23 | $0 | $0 |