RABE FAMILY FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- RABE FAMILY FOUNDATION INC (EIN 46-3894725)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-04-28
- IRS object ID
- 202201189349101220
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-04-28T14:09:54-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 471019942 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CREATIVE PLANNING TAX LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5454 W 110TH STREET | AddressLine1Txt |
| City | OVERLAND PARK | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66211 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 463894725 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RABE FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RABE | BusinessNameControlTxt |
| Phone | 6179165585 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 171 OLD FARM ROAD | AddressLine1Txt |
| City | NEWTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02459 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ART RABE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6179165585 | PhoneNum |
| Signature | 2022-04-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ART | PersonFirstNm |
| Person Last | RABE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BENJAMIN M HAKE CPA | PreparerPersonNm |
| PTIN | P01270403 | PTIN |
| Phone | 9133382727 | PhoneNum |
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 | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,616,780 | 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 | $880 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $5 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $115,320 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $115,320 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $305,547 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,078,334 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $305,547 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $421,752 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $420,872 | 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 | $880 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $880 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $52,227 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $52,227 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $5,384 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,384 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $125 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $125 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $58,616 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $57,611 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,005 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $562,978 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $562,978 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $621,594 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $57,611 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $563,983 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$199,842 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $363,261 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | -$23,576 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $23,739 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $23,739 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $4,787,623 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,540,466 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,593,041 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $4,764,047 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,564,205 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,616,780 | 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 | $4,764,047 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,564,205 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,764,047 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,564,205 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,764,047 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,564,205 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,764,047 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$199,842 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,564,205 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,564,205 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| TD AMERITRADE ACCOUNT | P | 2021-12-31 | $454,745 | $356,520 | $98,225 | $98,225 |
| TD AMERITRADE ACCOUNT | P | 2021-12-31 | $621,114 | $416,267 | $204,847 | $204,847 |
| CAPITAL GAINS DIVIDENDS | P | $2,475 | $2,475 | $2,475 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $305,547 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,049 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,049 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,049 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,762 | 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 | $5,762 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $713 | OverpaymentAmt |
| Applied To ES Tax | $713 | 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 | ART RABE | IndividualWithBooksNm |
| Phone | 6179165585 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 171 OLD FARM ROAD | AddressLine1Txt |
| City | NEWTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02459 | 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 |
|---|---|---|---|---|---|---|---|---|
| ART RABE | ||||||||
| 171 OLD FARM ROAD | NEWTON | MA | 02459 | PRESIDENT & SECRETARY | 1.00 | $0 | $0 | $0 |
| PAULA RABE | ||||||||
| 171 OLD FARM ROAD | NEWTON | MA | 02459 | VICE PRESIDENT | 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 | $6,651,350 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $45,474 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,696,824 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,696,824 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $100,452 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,596,372 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $329,819 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $329,819 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,049 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,049 | TotalTaxAmt |
| Distributable Before Adj | $324,770 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $324,770 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $324,770 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $563,983 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $563,983 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $324,770 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $250,915 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $563,983 | QualifyingDistributionsAmt |
| Applied To Year1 | $250,915 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $313,068 | 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 | $11,702 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ART RABE | ContributingManagerNm |
| Contributing Manager | PAULA RABE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (38 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ALZHEIMER'S ASSOCIATION | ||||||
| 225 N MICHIGAN AVE FL 17 | CHICAGO | IL | 60601 | PC | GENERAL CHARITABLE CONTRIBUTION | $11,000 |
| AMERICAN CANCER SOCIETY | ||||||
| 250 WILLIAMS STREET NW | ATLANTA | GA | 30303 | PC | GENERAL CHARITABLE CONTRIBUTION | $1,000 |
| ANIMAL RESCUE LEAGUE OF BOSTON | ||||||
| 10 CHANDLER ST | BOSTON | MA | 02116 | PC | GENERAL CHARITABLE CONTRIBUTION | $450,000 |
| ASPCA | ||||||
| 424 E 92ND ST | NEW YORK | NY | 10128 | PC | GENERAL CHARITABLE CONTRIBUTION | $2,300 |
| BEST FRIENDS ANIMAL SOCIETY | ||||||
| 5001 ANGEL CANYON ROAD | KANAB | UT | 84741 | PC | GENERAL CHARITABLE CONTRIBUTION | $2,500 |
| BOSTON MEDICAL CENTER | ||||||
| ONE BOSTON MEDICAL CENTER PL | BOSTON | MA | 02118 | PC | GENERAL CHARITABLE CONTRIBUTION | $2,500 |
| CARE | ||||||
| 151 ELLIS STREET NE | ATLANTA | GA | 30303 | PC | GENERAL CHARITABLE CONTRIBUTION | $2,500 |
| CENTRE STREET FOOD PANTRY | ||||||
| 11 HOMER ST | NEWTON CENTRE | MA | 02459 | PC | GENERAL CHARITABLE CONTRIBUTION | $1,000 |
| CHESTNUT HILL SCHOOL | ||||||
| 428 HAMMOND ST | CHESTNUT HILL | MA | 02467 | PC | GENERAL CHARITABLE CONTRIBUTION | $2,500 |
| CURE SMA | ||||||
| 925 BUSSE ROAD | ELK GROVE VILLAGE | IL | 60007 | PC | GENERAL CHARITABLE CONTRIBUTION | $500 |
| DANA FARBER CANCER INSTITUTE | ||||||
| 450 BROOKLINE AVE | BOSTON | MA | 02115 | PC | GENERAL CHARITABLE CONTRIBUTION | $10,000 |
| DOCTORS WO BORDERS | ||||||
| 40 RECTOR ST 16TH FL | NEW YORK | NY | 10006 | PC | GENERAL CHARITABLE CONTRIBUTION | $2,500 |
| EARTH JUSTICE | ||||||
| 50 CALIFORNIA ST STE 500 | SAN FRANCISCO | CA | 94111 | PC | GENERAL CHARITABLE CONTRIBUTION | $2,500 |
| ENVIRONMENTAL DEFENSE FUND | ||||||
| 1875 CONNECTICUT AVE NW SUITE 600 | WASHINGTON | DC | 20009 | PC | GENERAL CHARITABLE CONTRIBUTION | $2,500 |
| FAMILY REACH FOUNDATION | ||||||
| 142 BERKELEY STREET 3RD FLOOR | BOSTON | MA | 02116 | PC | GENERAL CHARITABLE CONTRIBUTION | $2,000 |
| GBFR ORG | ||||||
| 70 S BAY AVE | BOSTON | MA | 02118 | PC | GENERAL CHARITABLE CONTRIBUTION | $5,000 |
| GIFFORD CAT SHELTER | ||||||
| 30 UNDINE RD | BRIGHTON | MA | 02135 | PC | GENERAL CHARITABLE CONTRIBUTION | $269 |
| HABITAT FOR HUMANITY | ||||||
| 240 COMMERCIAL STREET | BOSTON | MA | 02109 | PC | GENERAL CHARITABLE CONTRIBUTION | $2,000 |
| HIRSHBERG FOUNDATION | ||||||
| 2990 S SEPULVEDA BLVD 300C | LOS ANGELES | CA | 90064 | PC | GENERAL CHARITABLE CONTRIBUTION | $500 |
| HOLE IN THE WALL GANG | ||||||
| 555 LONG WHARF DRIVE | NEW HAVEN CT | CT | 06511 | PC | GENERAL CHARITABLE CONTRIBUTION | $263 |
| HUMANE SOCIETY | ||||||
| 505 CENTER BRIDGE RD | LANCASTER | MA | 01523 | PC | GENERAL CHARITABLE CONTRIBUTION | $2,500 |
| MAR FOUNDATION | ||||||
| 22 MANHASSET AVENUE | PORT WASHINGTON | MA | 02152 | PC | GENERAL CHARITABLE CONTRIBUTION | $1,042 |
| MERCY FOR ANIMALS | ||||||
| 8033 SUNSET BLVD STE 864 | LOS ANGELES | CA | 90046 | PC | GENERAL CHARITABLE CONTRIBUTION | $1,500 |
| MSPCA | ||||||
| 350 S HUNTINGTON AVE | JAMAICA PLAIN | MA | 02130 | PC | GENERAL CHARITABLE CONTRIBUTION | $1,500 |
| MUSEUM OF SCIENCE | ||||||
| 1 MUSEUM OF SCIENCE DRIVEWAY | BOSTON | MA | 02114 | PC | GENERAL CHARITABLE CONTRIBUTION | $6,000 |
| NEWTON FOOD PANTRY | ||||||
| 1000 COMMONWEALTH AVE | NEWTON | MA | 02459 | PC | GENERAL CHARITABLE CONTRIBUTION | $2,000 |
| NORTHERN ANIMAL SHELTER | ||||||
| 347 HIGHLAND AVE | SALEM | MA | 01970 | PC | GENERAL CHARITABLE CONTRIBUTION | $1,000 |
| OXFAM AMERICA | ||||||
| 226 CAUSEWAY ST | BOSTON | MA | 02114 | PC | GENERAL CHARITABLE CONTRIBUTION | $1,000 |
| PINE STREET INN | ||||||
| 444 HARRISON AVE | BOSTON | MA | 02118 | PC | GENERAL CHARITABLE CONTRIBUTION | $1,000 |
| PLANNED PARENTHOOD | ||||||
| 1055 COMMONWEALTH AVE | BOSTON | MA | 02215 | PC | GENERAL CHARITABLE CONTRIBUTION | $12,500 |
| RESILIENT CODERS | ||||||
| 1 BROADWAY FLOOR 3 | CAMBRIDGE | MA | 02142 | PC | GENERAL CHARITABLE CONTRIBUTION | $1,000 |
| RODMAN RIDE FOR KIDS | ||||||
| 10 LINCOLN RD 208 | FOXBOROUGH | MA | 02035 | PC | GENERAL CHARITABLE CONTRIBUTION | $500 |
| ROSIE'S PLACE | ||||||
| 889 HARRISON AVE | BOSTON | MA | 02118 | PC | GENERAL CHARITABLE CONTRIBUTION | $2,000 |
| SAMARITANS | ||||||
| 41 WEST ST | BOSTON | MA | 02111 | PC | GENERAL CHARITABLE CONTRIBUTION | $3,104 |
| SCHOOLS ON WHEELS | ||||||
| 100 LAUREL ST 121 | EAST BRIGEWATER | MA | 02333 | PC | GENERAL CHARITABLE CONTRIBUTION | $500 |
| ST JUDE'S | ||||||
| 4TH AVE | BURLINGTON | MA | 01803 | PC | GENERAL CHARITABLE CONTRIBUTION | $2,000 |
| THE WALKER HOME & SCHOOL | ||||||
| 1968 CENTRAL AVE | NEEDHAM | MA | 02492 | PC | GENERAL CHARITABLE CONTRIBUTION | $10,000 |
| UNICEF USA | ||||||
| 3 UNITED NATIONS PLAZA | NEW YORK | NY | 10017 | PC | GENERAL CHARITABLE CONTRIBUTION | $10,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $562,978 | 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 | $115,320 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $305,547 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $420,872 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $420,872 | 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 |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ART & PAULA RABE | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 171 OLD FARM ROAD | AddressLine1Txt |
| City | NEWTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02459 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $880 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION | CategoryTxt |
| Amt | $880 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $880 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (11 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ISHARES MSCI KLD 400 SOC IDX FD | $29,044 | $68,296 |
| ISHARES MSCI USA ESG SELECT ETF | $139,459 | $328,313 |
| ISHARES CORE US AGGBD ET ETF | $151,200 | $161,195 |
| VANGUARD INT-TERM CORP ETF | $212,166 | $223,923 |
| VANGUARD ESG INTL STK ETF | $1,154,590 | $1,365,494 |
| ISHARES INC ESG AWARE MSCI EM ETF | $553,214 | $869,253 |
| ISHARES TRUST ESG AWARE MSCI USA SML CAP | $586,329 | $893,693 |
| VANGAURD ESG US STK ETF | $1,161,241 | $2,135,200 |
| VANGAURD TOTAL BND MRKKT ETF | $245,302 | $241,283 |
| ISHARES TRUST ESG AWARE USD CORPORATE BON | $204,978 | $205,357 |
| VANGUARD INTER TERM TREAS ETF | $102,943 | $101,034 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MA ANNUAL REPORT FEE | Desc |
| Revenue And Expenses Per Books | $125 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $125 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEE | CategoryTxt |
| Amt | $52,227 | Amt |
| Net Investment Income | $52,227 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES PAID | CategoryTxt |
| Amt | $5,384 | Amt |
| Net Investment Income | $5,384 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |