ROME CHARITABLE TRUST: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- ROME CHARITABLE TRUST (EIN 04-6017410)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-05-10
- IRS object ID
- 202201309349102150
- Schema version
- 2021v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-10T10:00:37-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 134008324 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PRICEWATERHOUSECOOPERS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 GRANT STREET 45TH FLOOR | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15219 | 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 | 046017410 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROME CHARITABLE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROME | BusinessNameControlTxt |
| Phone | 6177267286 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 0634 | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 532010634 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BOSTON TRUST WALDEN BY | PersonNm |
| Person Title | TAX MANAGER | PersonTitleTxt |
| Phone | 6177267286 | PhoneNum |
| Signature | 2022-05-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ALLISON J VALENTY | PreparerPersonNm |
| PTIN | P00963824 | PTIN |
| Phone | 4123556000 | PhoneNum |
| Preparation | 2022-05-03 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| 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 | $665,057 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $10,091 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $10,091 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,128 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $14,848 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,128 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $14,219 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $14,219 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $4,152 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $3,114 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $1,038 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $750 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $250 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $810 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $23 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $185 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $185 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $6,147 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,887 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,473 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $23,040 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $23,040 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $29,187 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,887 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $24,513 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$14,968 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $10,332 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $38 | CashEOYAmt |
| Cash EOYFMV | $38 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $16,971 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,226 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,226 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $175,662 | CorporateStockBOYAmt |
| Corporate Stock EOY | $107,909 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $566,570 | CorporateStockEOYFMVAmt |
| Corporate Bonds EOY | $25,573 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $25,962 | CorporateBondsEOYFMVAmt |
| Other Investments EOY | $39,920 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $68,261 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $192,633 | TotalAssetsBOYAmt |
| Total Assets EOY | $177,666 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $665,057 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $192,633 | CapitalStockBOYAmt |
| Capital Stock EOY | $177,666 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $192,633 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $177,666 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $192,633 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $177,666 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $192,633 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$14,968 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1 | OtherIncreasesAmt |
| Subtotal | $177,666 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $177,666 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (12 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| .3 COMMERCE BANCSHARES INC | 2012-01-03 | 2021-01-05 | $20 | $7 | $13 | $13 | |
| 25. PROCTER & GAMBLE CO | 2007-12-20 | 2021-02-17 | $3,205 | $1,830 | $1,375 | $1,375 | |
| 20. BERKSHIRE HATHAWAY INC CL B | 2020-03-19 | 2021-09-13 | $5,589 | $3,456 | $2,133 | $2,133 | |
| 100. VERIZON COMMUNICATIONS | 2020-03-19 | 2021-09-13 | $5,458 | $5,414 | $44 | $44 | |
| 1. BARCLAYS BANK PLC 6.278% 12/15/99 | 1911-11-11 | 2021-09-29 | $20 | $20 | $20 | ||
| .55 COMMERCE BANCSHARES INC | 2012-01-03 | 2021-12-31 | $38 | $13 | $25 | $25 | |
| CAPITAL GAIN DIVIDENDS | $518 | P | |||||
| CAPITAL GAIN DIVIDENDS | $518 | P | |||||
| CAPITAL GAIN DIVIDENDS | $518 | P | |||||
| CAPITAL GAIN DIVIDENDS | $518 | P | |||||
| CAPITAL GAIN DIVIDENDS | $518 | P | |||||
| CAPITAL GAIN DIVIDENDS | $518 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,128 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $144 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $144 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $144 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $432 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $432 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $288 | OverpaymentAmt |
| Applied To ES Tax | $144 | AppliedToESTaxAmt |
| Refund | $144 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOSTON TRUST & INVESTMENT MGT CO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6177267286 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE BEACON ST33RD FL | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02108 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | 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 |
|---|---|---|---|---|---|---|
| BOSTON TRUST INV MGMT CO | ||||||
| ONE BEACON ST 33RD FL | BOSTON | MA | 02108 | CO-TRUSTEE | 0 | $3,752 |
| JOAN ROME SUCCESSOR CO-TRUSTEE | ||||||
| 4117 GREAT MEADOW RD | DEDHAM | MA | 02026 | CO-TRUSTEE | 0 | $400 |
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $607,380 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $10,324 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $617,704 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $617,704 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $9,266 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $608,438 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $30,422 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $30,422 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $144 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $144 | TotalTaxAmt |
| Distributable Before Adj | $30,278 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $30,278 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $30,278 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $24,513 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $24,513 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $30,278 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $23,033 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $24,513 | QualifyingDistributionsAmt |
| Applied To Year1 | $23,033 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,480 | 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 | $28,798 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (28 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| THE HUMANE SOCIETY OF THE UNITED STATES | ||||||||
| 1255 23RD ST NW SUITE 450 | WASHINGTON | DC | 20037 | NONE | PC | GENERAL SUPPORT | $20 | |
| KEHILLATH ISRAEL | ||||||||
| 384 HARVARD STREET | BROOKLINE | MA | 02446 | NONE | PC | GENERAL SUPPORT | $1,152 | MAIN OFFICE |
| BOSTON UNIVERSITY | ||||||||
| 19 DEERFIELD STREET | BOSTON | MA | 02215 | NONE | PC | HIGHER EDUCATION | $461 | OFC OF GIFT/ESTATE PLANG |
| COMBINED JEWISH PHILANTHROPIES | ||||||||
| 126 HIGH STREET | BOSTON | MA | 02109 | NONE | PC | CARE FOR THE VULNERABLE | $2,304 | OF GREATER BOSTON |
| MUSEUM OF FINE ARTS | ||||||||
| 465 HUNTINGTON AVE | BOSTON | MA | 02115 | NONE | PC | PRESERVES REEMINENT | $140 | |
| BETH ISRAEL DEACONESS HOSPITAL | ||||||||
| 330 BROOKLINE AVENUE | BOSTON | MA | 02215 | NONE | PC | HOSPITAL | $4,608 | OFFICE OF DEVELOPMENT |
| JEWISH FAMILY & CHILDRENS SERVICE | ||||||||
| 1430 MAIN STREET | WALTHAM | MA | 02451 | NONE | PC | HUMAN SERVICE & HEALTH CARE | $1,152 | SERVICE |
| ARTHRITIS FOUNDATION | ||||||||
| 29 CRAFTS STREET | NEWTON | MA | 02458 | NONE | PC | IMPROVE LIVES VIA | $600 | |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | ||||||||
| PO BOX 845945 | BOSTON | MA | 022845945 | NONE | PC | MOBILIZE PEOPLE & RESOURCES | $600 | |
| TEMPLE BETH AVODAH | ||||||||
| 45 PUDDINGSTONE LANE | NEWTON | MA | 02459 | NONE | PC | RELIGIOUS | $1,000 | |
| ALZHEIMER'S ASSOC | ||||||||
| 480 PLEASANT STREET | WATERTOWN | MA | 02472 | NONE | PC | RESEARCH & CARE FOR | $500 | |
| PROJECT BREAD | ||||||||
| 145 BORDER STREET | EAST BOSTON | MA | 02128 | NONE | PC | ANTI-HUNGER ORGANIZATION | $61 | |
| AMERICAN LUNG ASSOCIATION | ||||||||
| 460 TOTTEN POND ROAD 400 | WALTHAM | MA | 02451 | NONE | PC | EDUCATION RESEARCH & | $300 | |
| HABITAT FOR HUMANITY | ||||||||
| 1 BEACON STREET 33RD FL | BOSTON | MA | 02108 | NONE | PC | GENERAL SUPPORT | $200 | |
| AMERICAN FRIENDS OF HEBREW UNIVERSITY | ||||||||
| 199 WATER STREET 11TH FLOOR | NEW YORK | NY | 10038 | NONE | PC | STRENGTHEN HEBREW | $1,382 | ATTN RHONDA WAXMAN |
| AMERICAN DIABETES ASSOC | ||||||||
| 1 BROMFIELD STREET | BOSTON | MA | 02108 | NONE | PC | PREVENT+CURE DIABETES & AID | $300 | |
| JEWISH NATIONAL FUND | ||||||||
| 77 FRANKLIN STREET SUITE 541 | BOSTON | MA | 02110 | NONE | PC | CARETAKER OF THE LAND OF | $200 | |
| MARCH OF DIMES | ||||||||
| 112 TURNPIKE ROAD 102 | WESTBOROUGH | MA | 01581 | NONE | PC | RESEARCH-SAVE BABIES FROM | $200 | |
| DOCTORS WITHOUT BORDERS | ||||||||
| 333 7TH AVENUE | NEW YORK | NY | 100015004 | NONE | PC | RELIEF/ VICTIMS ARMED OF | $200 | |
| SMILE TRAIN | ||||||||
| PO BOX 96231 | WASHINGTON | DC | 200906231 | NONE | PC | SOLVE CLEFT LIP AND PALATE | $300 | |
| AMERICAN HEART ASSOC | ||||||||
| 20 SPEEN STREET | FRAMINGHAM | MA | 01701 | NONE | PC | LIVES FREE OF HEART DISEASE | $200 | |
| MAKE A WISH | ||||||||
| ONE BULFINCH PLACE 2ND FLOOR | BOSTON | MA | 02114 | NONE | PC | GRANTS WISHES OF ILL | $400 | |
| SPECIAL OLYMPICS | ||||||||
| 512 FOREST STREET | MARLBOROUGH | MA | 01752 | NONE | PC | SPORTS-INDIVIDUALS W | $200 | |
| WORLD WILDLIFE FUND | ||||||||
| PO BOX 97180 | WASHINGTON | DC | 200907180 | NONE | PC | CONSERVATION OF NATURE | $100 | |
| NATIONAL JEWISH HEALTH | ||||||||
| 1400 JACKSON ST RM M116 | DENVER | CO | 80206 | NONE | PC | MEDICAL RESEARCH | $461 | |
| UNIVERSITY OF COLORADO CANCER CTR FUND | ||||||||
| 13001 E 17TH PLACE | AURORA | CO | 80045 | NONE | PC | CANCER RESEARCH | $691 | |
| HEBREW SENIOR LIFE | ||||||||
| 1200 CENTRE STREET | BOSTON | MA | 021311097 | NONE | PC | RESPECT & PROMOTE ELDER | $5,108 | |
| MADD | ||||||||
| 15 NEW ENGLAND EXECUTIVE PARK | BURLINGTON | MA | 01803 | NONE | PC | STOP DRUNK DRIVING | $200 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $23,040 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $10,091 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,128 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $14,219 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $14,219 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE | CategoryTxt |
| Amt | $1,000 | Amt |
| Net Investment Income | $750 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $250 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | 313383QR5 F H L B DEB | BondNm |
| EOY Book Value | $25,573 | EOYBookValueAmt |
| EOYFMV | $25,962 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (38 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 084670702 BERKSHIRE HATHAWAY I | $3,456 | $5,980 |
| 693475105 P N C FINANCIAL SERV | $2,724 | $10,026 |
| 172062101 CINCINNATI FINL CORP | $1,968 | $8,545 |
| 254687106 DISNEY WALT CO | $4,715 | $7,745 |
| G1151C101 ACCENTURE PLC CL A | $3,607 | $20,728 |
| 742718109 PROCTER GAMBLE CO | $1,830 | $4,090 |
| 30040W108 EVERSOURCE ENERGY | $558 | $40,941 |
| 038336103 APTAR GROUP INC | $3,690 | $12,248 |
| 580135101 MCDONALDS CORP | $3,251 | $6,702 |
| 478160104 JOHNSON JOHNSON | $3,127 | $8,554 |
| 91324P102 UNITED HEALTH GROUP | $5,497 | $12,554 |
| 68389X105 ORACLE CORPORATION | $2,438 | $8,721 |
| 88579Y101 3M CO | $1,429 | $14,210 |
| 46625H100 J P MORGAN CHASE CO | $6,896 | $15,835 |
| 194162103 COLGATE PALMOLIVE CO | $2,980 | $8,534 |
| 863667101 STRYKER CORP | $3,641 | $6,686 |
| 30231G102 EXXON MOBIL CORP | $1,467 | $24,476 |
| 20030N101 COMCAST CORP CL A | $3,731 | $5,033 |
| 902973304 US BANCORP | $5,003 | $5,617 |
| 713448108 PEPSICO INC | $3,169 | $8,686 |
| 50155Q100 KYNDRYL HLDGS INC CO | $38 | $181 |
| 459200101 INTERNATIONAL BUSINE | $763 | $6,683 |
| 74144T108 T ROWE PRICE GROUP I | $2,397 | $24,580 |
| 778296103 ROSS STORES INC | $609 | $6,743 |
| 075887109 BECTON DICKINSON AND | $2,494 | $10,059 |
| 594918104 MICROSOFT CORP | $4,182 | $50,448 |
| 244199105 DEERE CO. | $2,031 | $8,572 |
| 654106103 NIKE INC | $2,508 | $25,834 |
| 053015103 AUTOMATIC DATA PROCE | $1,851 | $12,329 |
| 17275R102 CISCO SYSTEMS INC | $3,058 | $7,921 |
| 941848103 WATERS CORP | $3,292 | $18,630 |
| 257651109 DONALDSON CO INC | $3,299 | $11,852 |
| 200525103 COMMERCE BANCSHARES | $2,756 | $7,974 |
| 22160K105 COSTCO WHSL CORP | $2,761 | $36,901 |
| 037833100 APPLE INC | $5,810 | $53,271 |
| 16119P108 CHARTER COMMUNICATIO | $1,341 | $19,559 |
| 592688105 METTLER-TOLEDO INTL | $2,277 | $25,458 |
| 681919106 OMNICOM GROUP INC | $1,265 | $3,664 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | 101156305 BOSTON TRUST ASSET M | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $39,920 | BookValueAmt |
| EOYFMV | $68,261 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER MISC EXPENSES | $150 | $0 | $150 |
| STATE FILING FEE/TAX | $35 | $0 | $35 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING | Desc |
| Amt | $1 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $23 | $23 | $0 |
| FEDERAL TAX PAYMENT - PRIOR YE | $355 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $432 | $0 | $0 |