ARTHUR S TARLOW FAMILY FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- ARTHUR S TARLOW FAMILY FOUNDATION (EIN 26-6148352)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-05-10
- IRS object ID
- 202231309349102143
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-10T14:29:16-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 271728945 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DGC A DIVISION OF PKF O'CONNOR DAVIES | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 PRESIDENTIAL WAY SUITE 510 | AddressLine1Txt |
| City | WOBURN | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01801 | 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 | 266148352 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARTHUR S TARLOW FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ARTH | BusinessNameControlTxt |
| Phone | 2395669171 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4 CHESTNUT LANE | AddressLine1Txt |
| City | MEDFIELD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02052 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ARTHUR TARLOW JR | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2395669171 | PhoneNum |
| Signature | 2022-05-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ARTHUR | PersonFirstNm |
| Person Last | TARLOW JR | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CATHERINE DOE | PreparerPersonNm |
| PTIN | P01087110 | PTIN |
| Phone | 7819375300 | PhoneNum |
| Preparation | 2022-05-10 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 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 | $1,715,830 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $5 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $5 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $50,865 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $50,865 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $50,865 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,604 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $27,958 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,604 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $53,474 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $53,474 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $50,870 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $2,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $216 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $108 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $108 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $938 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $397 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $12,035 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $12,035 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $17,189 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $14,540 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,108 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $91,350 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $91,350 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $108,539 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $14,540 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $93,458 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$55,065 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $38,934 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $50,870 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $15,764 | CashBOYAmt |
| Cash EOY | $10,198 | CashEOYAmt |
| Cash EOYFMV | $10,198 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $42,602 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $6,852 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $6,852 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,395,330 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,382,865 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,697,514 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $1,807 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,266 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,266 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,455,503 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,401,181 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,715,830 | 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 | $7,166 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $7,166 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,448,337 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,394,015 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,455,503 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,401,181 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,455,503 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,401,181 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,455,503 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$55,065 | ExcessRevenueOverExpensesAmt |
| Other Increases | $743 | OtherIncreasesAmt |
| Subtotal | $1,401,181 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,401,181 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| RAYMOND JAMES #4530 | $10,000 | $10,222 | -$222 | -$222 | |
| RAYMOND JAMES #4530 | $14,671 | $15,132 | -$461 | -$461 | |
| CAPITAL GAINS DIVIDENDS | $3,287 | $3,287 | $3,287 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,604 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$222 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $541 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $541 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $541 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,807 | 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 | $1,807 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,266 | OverpaymentAmt |
| Applied To ES Tax | $1,266 | 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 |
| 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 | ARTHUR AND JANET TARLOW | IndividualWithBooksNm |
| Phone | 5089231616 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4 CHESTNUT LANE | AddressLine1Txt |
| City | MEDFIELD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02052 | 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 |
|---|---|---|---|---|---|---|---|---|
| ARTHUR TARLOW JR | ||||||||
| 4 CHESTNUT LANE | MEDFIELD | MA | 02052 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| JANET D TARLOW | ||||||||
| 4 CHESTNUT LANE | MEDFIELD | MA | 02052 | TRUSTEE | 5.00 | $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 | $1,612,742 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $37,708 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,650,450 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,650,450 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $24,757 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,625,693 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $81,285 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $81,285 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $541 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $541 | TotalTaxAmt |
| Distributable Before Adj | $80,744 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $80,744 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $80,744 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $93,458 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $93,458 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $80,744 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $55,779 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $93,458 | QualifyingDistributionsAmt |
| Applied To Year1 | $55,779 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $37,679 | 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 | $43,065 | 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) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (30 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN RED CROSS | |||||||
| 101 STATION LANDING SUITE 510 | MEDFORD | MA | 02155 | NONE | PC | OPERATING SUPPORT | $1,000 |
| BRIGHAM AND WOMEN'S HOSPITAL | |||||||
| 116 HUNTINGTON AVE FLOOR 5 | BOSTON | MA | 02116 | NONE | PC | OPERATING SUPPORT | $10,000 |
| CHARLEVOIX COUNTY COMMUNITY FOUNDATION (CCCF) | |||||||
| PO BOX 718 | EAST JORDON | MI | 49727 | NONE | PC | OPERATING SUPPORT | $300 |
| DISABLED AMERICAN VETERANS (DAV) | |||||||
| PO BOX 14301 | CINCINNATI | OH | 45250 | NONE | PC | OPERATING SUPPORT | $20,000 |
| DOCTORS WITHOUT BORDERS | |||||||
| PO BOX 5022 | HAGERSTOWN | MD | 21741 | NONE | PC | OPERATING SUPPORT | $2,500 |
| FISHER HOUSE FOUNDATION | |||||||
| 12300 TWINBROOK PARKWAY SUITE 410 | ROCKVILLE | MD | 20852 | NONE | PC | OPERATING SUPPORT | $2,500 |
| PAN-MASS CHALLENGE | |||||||
| 77 4TH AVE | NEEDHAM | MA | 02494 | NONE | PC | OPERATING SUPPORT | $750 |
| FRIENDS OF THE MEDFIELD PUBLIC LIBRARY | |||||||
| 468 MAIN ST | MEDFIELD | MA | 02052 | NONE | PC | OPERATING SUPPORT | $500 |
| GLOBE SANTA | |||||||
| PO BOX 491 | MEDFORD | MA | 02155 | NONE | PC | OPERATING SUPPORT | $1,000 |
| GREENLOCK THERAPEUTIC RIDING CENTER | |||||||
| 55 SUMMER ST | REHOBOTH | MA | 02769 | NONE | PC | OPERATING SUPPORT | $1,000 |
| INTERCOLLEGIATE CENTER FOR CLASSICAL STUDIES | |||||||
| 9002 CHIMNEY ROCK G-243 | HOUSTON | TX | 77096 | NONE | PC | OPERATING SUPPORT | $1,000 |
| LAHEY HOSPITAL AND MEDICAL CENTER PHILANTHROPY | |||||||
| 41 MALL RD | BURLINGTON | MA | 01805 | NONE | PC | OPERATING SUPPORT | $20,000 |
| LOWELL MASON HOUSE | |||||||
| PO BOX 913 | MEDFIELD | MA | 02052 | NONE | PC | OPERATING SUPPORT | $1,000 |
| MAKE-A-WISH OF MA AND RI | |||||||
| 133 FEDERAL STREET 2ND FLOOR | BOSTON | MA | 02110 | NONE | PC | OPERATING SUPPORT | $2,500 |
| MEDFIELD ANIMAL SHELTER INC | |||||||
| PO BOX 271 | MEDFIELD | MA | 02052 | NONE | PC | OPERATING SUPPORT | $5,000 |
| MEDFIELD FOUNDATION INC | |||||||
| 459 MAIN ST | MEDFIELD | MA | 02052 | NONE | PC | OPERATING SUPPORT | $2,000 |
| NATIONAL MILITARY FAMILY ASSOCIATION | |||||||
| 2800 EISENHOWER AVE SUITE 250 | ALEXANDRIA | VA | 22314 | NONE | PC | OPERATING SUPPORT | $2,500 |
| PARTNERS IN HEALTH | |||||||
| PO BOX 996 | FREDERICK | MD | 21705 | NONE | PC | OPERATING SUPPORT | $2,500 |
| POMFRET SCHOOL ADVANCEMENT OFFICE | |||||||
| 398 POMFRET ST PO BOX 128 | POMFRET | CT | 062580128 | NONE | PC | OPERATING SUPPORT | $1,500 |
| PROJECT BREAD | |||||||
| PO BOX 4134 | WOBURN | MA | 01888 | NONE | PC | OPERATING SUPPORT | $2,500 |
| STATE YMCA OF MICHIGAN | |||||||
| 919 N EAST TORCH LAKE DR | CENTRAL LAKE | MI | 49622 | NONE | PC | OPERATING SUPPORT | $1,000 |
| THE GREATER BOSTON FOOD BANK | |||||||
| PO BOX 55860 | BOSTON | MA | 02215 | NONE | PC | OPERATING SUPPORT | $2,500 |
| THE RIVERS SCHOOL ADVANCEMENT OFFICE | |||||||
| ADVANCEMENT OFFICE 333 WINTER ST | WESTON | MA | 02493 | NONE | PC | OPERATING SUPPORT | $1,500 |
| TRUSTEES OF RESERVATIONS | |||||||
| 200 HIGH ST 4TH FLOOR | BOSTON | MA | 02110 | NONE | PC | OPERATING SUPPORT | $2,500 |
| WBUR | |||||||
| PO BOX 9235 | CHELSEA | MA | 02150 | NONE | PC | OPERATING SUPPORT | $1,000 |
| WGBH | |||||||
| PO BOX 55875 | BOSTON | MA | 02205 | NONE | PC | OPERATING SUPPORT | $1,000 |
| BLOCK ISLAND HOUSING BOARD | |||||||
| PO BOX 220 | BLOCK ISLAND | RI | 02807 | NONE | PC | OPERATING SUPPORT | $500 |
| MEDFIELD POLICE ASSOCIATION | |||||||
| 112 NORTH ST | MEDFIELD | MA | 02052 | NONE | PC | OPERATING SUPPORT | $100 |
| CHARLEVOIX HISTORICAL SOCIETY | |||||||
| 103 STATE ST | CHARLEVOIX | MA | 49720 | NONE | PC | OPERATING SUPPORT | $200 |
| MEDFIELD FOOD CUPBOARD | |||||||
| PO BOX 172 | MEDFIELD | MA | 02052 | NONE | PC | OPERATING SUPPORT | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $91,350 | 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 | $50,865 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,604 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $53,474 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $53,474 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,000 | Amt |
| Net Investment Income | $2,000 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,000 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY Book Value | $1,382,865 | EOYBookValueAmt |
| EOYFMV | $1,697,514 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PREPAID TAXES | Desc |
| BOY Book Value | $1,807 | BOYBookValueAmt |
| EOY Book Value | $1,266 | EOYBookValueAmt |
| EOYFMV | $1,266 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT ADVISORY FEES | Desc |
| Revenue And Expenses Per Books | $12,035 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $12,035 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONTAXABLE DISTRIBUTION - RJ | Desc |
| Amt | $743 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | RESEARCH EXPENSES | CategoryTxt |
| Amt | $216 | Amt |
| Net Investment Income | $108 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $108 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAX WITHHELD | $397 | $397 | $0 | $0 |
| TAXES | $541 | $0 | $0 | $0 |