CAIL FAMILY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- CAIL FAMILY FOUNDATION (EIN 20-2034269)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-10
- IRS object ID
- 202343149349101204
- 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 Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-10T08:30:21-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | 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 | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 202034269 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAIL FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CAIL | BusinessNameControlTxt |
| Phone | 7817695858 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 89 ACCESS ROAD UNIT 1 | AddressLine1Txt |
| City | NORWOOD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02062 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FAITH KAPLAN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 7817695858 | PhoneNum |
| Signature | 2023-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | FAITH | PersonFirstNm |
| Person Last | KAPLAN | 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 | KELLY A BERARDI | PreparerPersonNm |
| PTIN | P01203181 | PTIN |
| Phone | 7814070300 | PhoneNum |
| Preparation | 2023-11-06 | 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 | $3,711,990 | 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 | $249,289 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $134,639 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $134,639 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$97,645 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $595,837 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $286,283 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $134,639 | 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 | $4,400 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,400 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $16,836 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $250 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $37,683 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $37,683 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $58,919 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $42,333 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $156,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $156,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $214,919 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $42,333 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $156,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $71,364 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $92,306 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $188,121 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $10,885 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $10,885 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $2,823,787 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,962,942 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,701,105 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,011,908 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,973,827 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,711,990 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $3,011,908 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,973,827 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,011,908 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,973,827 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,011,908 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,973,827 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,011,908 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $71,364 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,083,272 | SubtotalAmt |
| Other Decreases | $109,445 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,973,827 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| MORGAN STANLEY INSTL FD | P | 2021-12-13 | 2022-11-07 | $67,897 | $169,920 | -$102,023 | -$102,023 |
| MORGAN STANLEY INSTL FD | P | 2016-08-25 | 2022-11-07 | $287,094 | $270,384 | $16,710 | $16,710 |
| T ROWE PRICE BLUE CHIP | P | 2021-12-15 | 2022-11-07 | $21,014 | $33,952 | -$12,938 | -$12,938 |
| T ROWE PRICE BLUE CHIP | P | 2018-05-31 | 2022-11-07 | $219,814 | $219,213 | $601 | $601 |
| WARNER BROS DISCOVERY | P | 1994-04-07 | 2022-04-18 | $18 | $13 | $5 | $5 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$97,645 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,283 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,283 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,283 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,520 | 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 | $10,520 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $9,237 | OverpaymentAmt |
| Applied To ES Tax | $1,320 | AppliedToESTaxAmt |
| Refund | $7,917 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| 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 | KELLY A BERARDI | IndividualWithBooksNm |
| Phone | 7814070300 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| 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) |
|---|---|---|
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FAITH KAPLAN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 336 COUNTRY CLUB RD | AddressLine1Txt |
| City | NEWTON CENTRE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02459 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0.50 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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 | $3,693,272 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $64,185 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,757,457 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,757,457 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $56,362 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,701,095 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $185,055 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $185,055 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,283 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,283 | TotalTaxAmt |
| Distributable Before Adj | $183,772 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $183,772 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $183,772 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $156,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $156,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $183,772 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $128,216 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $57,039 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $13,667 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $36,078 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $235,000 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $156,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $156,000 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $27,772 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $27,772 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $207,228 | 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 | $100,444 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $106,784 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $57,039 | ExcessFromYear4Amt |
| Excess From Year3 | $13,667 | ExcessFromYear3Amt |
| Excess From Year1 | $36,078 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (39 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ALZHEIMER ASSOCIATION | ||||||
| 480 PLEASANT ST | WATERTOWN | MA | 02472 | PUBLIC CHARITY | TO SUPPORT RESEARCH FOR A CURE | $2,000 |
| AMERICAN JEWISH COMMITTEE | ||||||
| 165 E 56TH STREET | NEW YORK | NY | 10022 | PUBLIC CHARITY | SUPPORT FOR PROGRAMS | $5,000 |
| AMERICAN RED CROSS | ||||||
| PO BOX 37839 | BOONE | IA | 500370839 | PUBLIC CHARITY | SUPPORT THE ORGANIZATION TO CONTINUE ITS PROGRAMS | $1,000 |
| ANTI-DEFAMATION LEAGUE | ||||||
| 605 THIRD AVENUE | NEW YORK | NY | 101583560 | PUBLIC CHARITY | TO END DEFAMATION OF JEWISH PEOPLE AND SECURE JUSTICE AND FAIR TREATMENT FOR ALL | $15,000 |
| ASPCA | ||||||
| PO BOX 96929 | WASHINGTON | DC | 200906929 | PUBLIC CHARITY | SUPPORT FOR PROGRAM | $500 |
| BETH ISRAEL DEACONESS | ||||||
| 330 BROOKLINE AVE | BOSTON | MA | 02215 | PUBLIC CHARITY | PROVIDE ADVANCED HEALTH CARE | $10,000 |
| BOSTON JEWISH FILM FESTIVAL | ||||||
| 1001 WATERTOWN STREET | WEST NEWTON | MA | 02465 | PUBLIC CHARITY | TO INSPIRE COMMUNITY TO EXPLORE FULL SPECTRUM OF JEWISH LIFE, VALUES & CULTURE | $1,000 |
| BOYS TOWN | ||||||
| PO BOX 6000 | BOYS TOWN | NE | 68010 | PUBLIC CHARITY | SUPPORT FOR THE PROGRAM | $1,000 |
| BRIGHAM AND WOMEN'S HOSPITAL | ||||||
| 116 HUNTINGTON AVE | BOSTON | MA | 02116 | PUBLIC CHARITY | SUPPORT FOR THE PROGRAM | $10,000 |
| CARE | ||||||
| 151 ELLIS STREET | ATLANTA | GA | 303032440 | PUBLIC CHARITY | SUPPORT FOR THE PROGRAM | $3,000 |
| COMBINED JEWISH PHILANTHROPIES | ||||||
| 126 HIGH STREET | BOSTON | MA | 021102700 | PUBLIC CHARITY | HELPING PEOPLE IN NEED | $20,000 |
| DANA FARBER CANCER INSTITUTE | ||||||
| 10 BROOKLINE PLACE WEST | BROOKLINE | MA | 024457226 | PUBLIC CHARITY | SUPPORT FOR THE PROGRAMS | $5,000 |
| DOCTORS WITHOUT BORDERS | ||||||
| 333 SEVENTH AVE | NEW YORK | NY | 10001 | PUBLIC CHARITY | SUPPORT FOR THE PROGRAMS | $5,000 |
| FACING HISTORY AND OURSELVES | ||||||
| 16 HURD ROAD | BROOKLINE | MA | 02445 | PUBLIC CHARITY | SUPPORT FOR PROGRAMS | $1,000 |
| FEEDING AMERICA | ||||||
| 35 E WACKER DRIVE | CHICAGO | IL | 606012200 | PUBLIC CHARITY | SUPPORT FOR PROGRAMS | $1,000 |
| GREATER BOSTON FOOD BANK | ||||||
| 70 SOUTH BAY AVE | BOSTON | MA | 02118 | PUBLIC CHARITY | SUPPORT FOR THE PROGRAMS | $1,000 |
| HEBREW COLLEGE | ||||||
| 160 HERRICK ROAD | NEWTON | MA | 02459 | PUBLIC CHARITY | SUPPORT FOR PROGRAMS | $10,000 |
| HEIFER INTERNATIONAL | ||||||
| 1 WORLD AVENUE | LITTLE ROCK | AR | 72202 | PUBLIC CHARITY | SUPPORT FOR PROGRAM | $500 |
| JEWISH COMMUNITY CENTERS OF GREATER BOSTON | ||||||
| 333 NAHANTON ST | NEWTON | MA | 024593213 | PUBLIC CHARITY | SUPPORT FOR PROGRAM | $25,000 |
| JEWISH COMMUNITY DAY SCHOOL | ||||||
| 57 STANLEY AVENUE | WATERTOWN | MA | 02472 | PUBLIC CHARITY | SUPPORT FOR PROGRAMS | $1,000 |
| JEWISH COMMUNITY HOUSING FOR ELDERLY | ||||||
| 30 WALLINGFORD ROAD | BRIGHTON | MA | 021354753 | PUBLIC CHARITY | SUPPORT FOR THE PROGRAMS | $10,000 |
| JEWISH FAMILY & CHILD SERVICES | ||||||
| 1430 MAIN ST | WALTHAM | MA | 02451 | PUBLIC CHARITY | SUPPORT FOR PROGRAM | $1,000 |
| MACULAR DEGENERATION RESEARCH | ||||||
| 22512 GATEWAY CENTER DRIVE | CLARKSBURG | MD | 20871 | PUBLIC CHARITY | SUPPORT FOR PROGRAM | $1,000 |
| MARCH OF DIMES | ||||||
| 114 TURNPIKE ROAD | WESTBOROUGH | MA | 01581 | PUBLIC CHARITY | TO SUPPORT THEIR CAUSE | $1,000 |
| MERCY SHIP | ||||||
| PO BOX 1930 | GARDEN VALLEY | TX | 757711930 | PUBLIC CHARITY | TO SERVE PEOPLE OF AFRICA | $1,000 |
| MORGAN MEMORIAL | ||||||
| PO BOX 55009 | BOSTON | MA | 02205 | PUBLIC CHARITY | SUPPORT FOR THE PROGRAMS | $1,000 |
| NEWTON WELLESLEY HOSPITAL CHARITABLE FOUNDATION | ||||||
| 2014 WASHINGTON ST | NEWTON | MA | 02462 | PUBLIC CHARITY | TO HELP HOSPITAL PROVIDE CONTINUED EXCELLANCE | $2,500 |
| NORTHEASTERN UNIVERSITY | ||||||
| 1135 TREMONT STREET | BOSTON | MA | 02115 | PUBLIC CHARITY | TO SUPPORT AND STRENGTHEN PROGRAMS | $1,000 |
| PERKINS SCHOOL FOR THE BLIND | ||||||
| 175 NORTH BEACON STREET | WATERTOWN | MA | 02472 | PUBLIC CHARITY | SUPPORT FOR THE PROGRAMS | $1,000 |
| PINE STREET INN | ||||||
| 444 HARRISON AVE | BOSTON | MA | 02118 | PUBLIC CHARITY | HELP FOR THE HOMELESS | $1,000 |
| PLANNED PARENTHOOD | ||||||
| 123 WILLIAM STREET | NEW YORK | NY | 10038 | PUBLIC CHARITY | SUPPORT FOR THE CAUSE | $5,000 |
| PROJECT BREAD | ||||||
| 145 BORDER STREET | EAST BOSTON | MA | 02128 | PUBLIC CHARITY | SUPPORT FOR PROGRAMS | $1,000 |
| PROJECT HOPE | ||||||
| 255 CARTER HALL LANE | MILLWOOD | VA | 22646 | PUBLIC CHARITY | TO HELP POVERTY AROUND THE WORLD | $2,000 |
| ROSIE'S PLACE | ||||||
| 889 HARRISON AVE | BOSTON | MA | 02118 | PUBLIC CHARITY | TO SUPPORT HOMELESS WOMEN | $500 |
| SOUTHERN POVERTY LAW CENTER | ||||||
| 400 WASHINGTON AVE | MONTGOMERY | AL | 36104 | PUBLIC CHARITY | TO FIGHT HATE, AND TEACH TOLERANCE | $3,000 |
| ST JUDE CHILDREN'S HOSPITAL | ||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | PUBLIC CHARITY | TO SUPPORT PROGRAMS | $1,000 |
| UNICEF | ||||||
| 125 MAIDEN LANE | NEW YORK | NY | 10038 | PUBLIC CHARITY | SUPPORT THE ORGANIZATION TO CONTINUE ITS PROGRAMS | $2,000 |
| UNITED STATES HOLOCAUST MEMORIAL MUSEUM | ||||||
| 100 RAOUL WALLENBERG PL SW | WASHINGTON | DC | 20024 | PUBLIC CHARITY | HELP PROVIDE DOCUMENTATION AND INTERPRETATION OF HOLOCAUST HISTORY | $500 |
| ZAMIR CHORALE OF BOSTON | ||||||
| POBOX 590126 | NEWTON | MA | 02459 | PUBLIC CHARITY | SUPPORT FOR PROGRAMS | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $156,000 | 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 | $134,639 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$97,645 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $36,994 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $36,994 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| FAITH KAPLAN | ||||||
| 1 | 336 COUNTRY CLUB ROAD | NEWTON | MA | 02459 | $166,387 | Yes (X) |
| FAITH KAPLAN | ||||||
| 2 | 336 COUNTRY CLUB ROAD | NEWTON | MA | 02459 | $82,902 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 927 SHARES CHEVRON CORP | $166,387 | 2022-12-30 |
| 2 | 221 SHARES MCKESSON CORP | $82,902 | 2022-12-30 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,400 | Amt |
| Net Investment Income | $4,400 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | STOCKS & SECURITIES | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $2,962,942 | BookValueAmt |
| EOYFMV | $3,701,105 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/LOSS FOR CONTRIBUTIONS OF STOCK | Desc |
| Amt | $109,445 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT FEES | Desc |
| Revenue And Expenses Per Books | $37,683 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $37,683 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FAITH KAPLAN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 336 COUNTRY CLUB RD | AddressLine1Txt |
| City | NEWTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02459 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAXES | $16,586 | $0 | $0 |
| MA TAXES | $250 | $250 | $0 |