ALTAMIRA FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- ALTAMIRA FOUNDATION (EIN 20-7190733)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-03
- IRS object ID
- 202203079349101510
- 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
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-03T14:00:45-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042620388 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COLES & BODOIN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 SECOND AVENUE | AddressLine1Txt |
| City | NEEDHAM | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02494 | 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 | 207190733 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ALTAMIRA FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O KENNETH L ABRAMS ET AL | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ALTA | BusinessNameControlTxt |
| Phone | 7813295186 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 SUMMER STREET | AddressLine1Txt |
| City | WESTWOOD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02090 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KENNETH ABRAMS | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 7813295186 | PhoneNum |
| Signature | 2022-08-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | KENNETH | PersonFirstNm |
| Person Last | ABRAMS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | FRANK CONSTANCE CPA | PreparerPersonNm |
| PTIN | P00047999 | PTIN |
| Phone | 7814551400 | PhoneNum |
| Preparation | 2022-08-15 | 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 | $21,173,960 | 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 | $2,513,754 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $8 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $8 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $397,439 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $395,854 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $51,407 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $914,115 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $51,407 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,962,608 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $447,269 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | 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 |
| Oth Empl Slrs Wgs Rev And Expnss | $35,000 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $35,000 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $13,700 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $13,700 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $136,453 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $136,214 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $239 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $28 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $28 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $0 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $17,551 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $14,373 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $3,178 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $197 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $58 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $202,929 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $150,615 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $52,175 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $534,680 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $534,680 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $737,609 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $150,615 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $586,855 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,224,999 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $296,654 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $351,780 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $178,800 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $178,800 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $4,045,937 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,289,004 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,850,302 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $10,773,439 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $12,928,351 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $15,144,858 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $15,171,156 | TotalAssetsBOYAmt |
| Total Assets EOY | $17,396,155 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $21,173,960 | 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 | $15,171,156 | RetainedEarningBOYAmt |
| Retained Earning EOY | $17,396,155 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $15,171,156 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $17,396,155 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $15,171,156 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $17,396,155 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $15,171,156 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,224,999 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $17,396,155 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $17,396,155 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (12 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt |
|---|---|---|---|---|---|---|---|
| 1,597 SHS DFA EMERGING MARKETS SMALL CAP | P | 2021-12-22 | $38,972 | $39,002 | -$30 | -$30 | |
| 1,115 SHS VANGUARD EMERGING MKTS | P | 2021-12-22 | $45,146 | $46,803 | -$1,657 | -$1,657 | |
| 101 VANGUARD EUROPEAN STOCK INDEX | P | 2021-12-22 | $8,533 | $8,395 | $138 | $138 | |
| 44 SHS VANGUARD PACIFIC STOCK INDEX | P | 2021-12-22 | $4,301 | $4,396 | -$95 | -$95 | |
| 69 SHS DFA EMERGING MARKETS SMALL CAP | P | 2021-05-22 | $1,705 | $1,705 | $0 | $0 | 2018-05-14 |
| 1,142 SHS VANGUARD EMERGING MKTS STOCK | P | 2021-12-22 | $46,230 | $43,499 | $2,731 | $2,731 | |
| 1,132 SHS VANGUARD EUROPEAN STOCK INDEX | P | 2021-12-22 | $95,043 | $71,757 | $23,286 | $23,286 | |
| 49,895 SHS VANGUARD GNMA | P | 2021-12-22 | $526,376 | $539,444 | -$13,068 | -$13,068 | |
| 570 SHS VANGUARD PACIFIC STOCK | P | 2021-12-22 | $54,975 | $45,420 | $9,555 | $9,555 | |
| 100 SHS VANGUARD SMALL CAP | P | 2021-12-22 | $22,346 | $13,166 | $9,180 | $9,180 | 2017-02-03 |
| 4,699 SHS VANGUARD GNMA | P | 2021-06-17 | $50,000 | $49,121 | $879 | $879 | 2019-06-13 |
| CAPITAL GAINS DIVIDENDS | P | $20,488 | $20,488 | $20,488 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $51,407 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,123 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,123 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,123 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $17,698 | 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 | $17,698 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $13,575 | OverpaymentAmt |
| Applied To ES Tax | $13,575 | 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 | KENNETH L ABRAMS | IndividualWithBooksNm |
| Phone | 7813295186 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 SUMMER STREET | AddressLine1Txt |
| City | WESTWOOD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02090 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| KENNETH L ABRAMS | ||||||||
| 401 SUMMER STREET | WESTWOOD | MA | 02090 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| SUSAN N ABRAMS | ||||||||
| 401 SUMMER STREET | WESTWOOD | MA | 02090 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JESSICA A MURRAY | ||||||||
| 818 NORTH QUINCY ST 1207 | ARLINGTON | VA | 22203 | TRUSTEE | 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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
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 | $18,140,208 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $282,118 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $18,422,326 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $18,422,326 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $276,335 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $18,145,991 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $907,300 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $907,300 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,123 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,123 | TotalTaxAmt |
| Distributable Before Adj | $903,177 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $903,177 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $903,177 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $586,855 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $586,855 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $903,177 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $517,261 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr2 | $389,525 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $53,185 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $959,971 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $586,855 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $586,855 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $316,322 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $316,322 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $643,649 | 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 | $200,939 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $442,710 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $389,525 | ExcessFromYear2Amt |
| Excess From Year1 | $53,185 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | KENNETH L ABRAMS | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALS FAMILY CHARITABLE | |||||||
| 121 MAIN ST | BUZZARDS BAY | MA | 02532 | NONE | PUBLIC CHARITY | CHARITABLE | $1,000 |
| AUGUSTANA FUND | |||||||
| 639 38TH STREET | ROCK ISLAND | IL | 61201 | NONE | PUBLIC CHARITY | CHARITABLE | $5,000 |
| CENTRAL HIGH SCHOOL SCHOLARSHIP | |||||||
| 580 HIGH STREET | WESTWOOD | MA | 02090 | NONE | PUBLIC CHARITY | CHARITABLE. | $50,000 |
| FAMILY PROMISE METROWEST | |||||||
| 6 MULLIGAN STREET | NATICK | MA | 01760 | NONE | PUBLIC CHARITY | CHARITABLE | $1,000 |
| FRIENDS OF WESTWOOD PUBLIC LIBRARY | |||||||
| 660 HIGH STREET | WESTWOOD | MA | 02090 | NONE | PUBLIC CHARITY | CHARITABLE | $1,000 |
| HALE RESERVATION | |||||||
| 80 CARBY STREET | WESTWOOD | MA | 02090 | NONE | PUBLIC CHARITY | CHARITABLE. | $10,000 |
| HOPE FOR HENRY FOUNDATION | |||||||
| 2440 WISCONSIN AVENUE | WASHINGTON | DC | 20007 | NONE | PUBLIC CHARITY | CHARITABLE | $50,000 |
| KENNEDY CENTER | |||||||
| 2700 F ST NW | WASHINGTON | DC | 20566 | NONE | PUBLIC CHARITY | CHARITABLE | $180 |
| MASS GENERAL HOSPITAL | |||||||
| 55 FRUIT STREET | BOSTON | MA | 02114 | NONE | PUBLIC CHARITY | CHARITABLE | $15,000 |
| PAN MASS CHALLENGE | |||||||
| 77 4TH AVENUE | NEEDHAM | MA | 02494 | NONE | PUBLIC CHARITY | CHARITABLE | $1,500 |
| SMART FROM THE START | |||||||
| 68 ANNUNCIATION RD | ROXBURY | MA | 02120 | NONE | PUBLIC CHARITY | CHARITABLE | $50,000 |
| STANFORD UNIVERSITY SCHOLARSHIP FUND | |||||||
| PO BOX 20466 | STANDFORD | CA | 94309 | NONE | PUBLIC CHARITY | CHARITABLE | $15,000 |
| WBUR | |||||||
| 890 COMMONWEALTH AVENUE | BOSTON | MA | 02215 | NONE | PUBLIC CHARITY | CHARITABLE | $1,500 |
| WESTWOOD AID TO THE ELDERLY | |||||||
| 580 HIGH STREET | WESTWOOD | MA | 02090 | NONE | PUBLIC CHARITY | CHARITABLE | $1,000 |
| WESTWOOD COMMUNITY CHEST | |||||||
| PO BOX 250 | WESTWOOD | MA | 02090 | NONE | PUBLIC CHARITY | CHARITABLE. | $2,000 |
| WESTWOOD FIREFIGHTERS | |||||||
| 580 HIGH STREET | WESTWOOD | MA | 02090 | NONE | PUBLIC CHARITY | CHARITABLE | $500 |
| WESTWOOD HISTORICAL SOCIETY | |||||||
| 580 HIGH STREET | WESTWOOD | MA | 02090 | NONE | PUBLIC CHARITY | CHARITABLE | $1,000 |
| WESTWOOD POLICE RELIEF ASSOCIATION | |||||||
| 580 HIGH STREET | WESTWOOD | MA | 02090 | NONE | PUBLIC CHARITY | CHARITABLE | $1,000 |
| WVIK (AUGUSTANA PUBLIC RADIO) | |||||||
| 639 38TH STREET | ROCK ISLAND | IL | 61201 | NONE | PUBLIC CHARITY | CHARITABLE | $1,000 |
| ALZHEIMER'S ASSOCIATION | |||||||
| 225 N MICHIGAN AVE FLOOR 17 | CHICAGO | IL | 60601 | NONE | PUBLIC CHARITY | CHARITABLE | $1,000 |
| CLEARWAY SCHOOL INC | |||||||
| 573B WASHINGTON STREET | NEWTON | MA | 02458 | NONE | PUBLIC CHARITY | CHARITABLE | $50,000 |
| MUSEUM OF FINE ARTS | |||||||
| 465 HUNTINGTON AVE | BOSTON | MA | 02115 | NONE | PUBLIC CHARITY | CHARITBALE | $1,000 |
| BLACK ECONOMIC COUNCIL OF MASSACHUSETTS | |||||||
| 1 BEACON STREET | BOSTON | MA | 02108 | NONE | PUBLIC CHARITY | CHARITBALE | $75,000 |
| JCC CAPITAL CAMPAIGN | |||||||
| 333 NAHANTON STREET | NEWTON | MA | 02459 | NONE | PUBLIC CHARITY | CHARITBALE | $200,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $534,680 | 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 | $8 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $397,439 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $51,407 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $448,854 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $448,854 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KENNETH L ABRAMS | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 SUMMER STREET | AddressLine1Txt |
| City | WESTWOOD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02090 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $2,513,754 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 78,873.516 SHARES VANGUARD INTERNATIONAL EXPLORER | $1,605,076 | 2021-12-20 |
| 1 | 27,552.376 SHARES VANGUARD INTERNATIONAL STOCK | $908,678 | 2021-12-20 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $13,700 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $13,700 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VANGUARD DEVELOPED MARKETS | $657,935 | $956,725 |
| VANGUARD EMERGING MARKETS | $1,575,364 | $2,144,534 |
| VANGUARD EUR STOCK INDEX | $1,208,987 | $1,646,652 |
| VANGUARD PAC STOCK INDEX | $846,718 | $1,102,391 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (10 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| VANGUARD MID CAP ETF | AT COST | $669,348 | $1,151,436 |
| VANGUARD SMALL CAP ETF | AT COST | $583,973 | $1,036,086 |
| VANGUARD FTSE DEVELOPED MARKETS ETF | AT COST | $297,686 | $385,503 |
| DFA EMERGING MARKETS | AT COST | $943,508 | $1,070,368 |
| VANGUARD GNMA FUND | AT COST | $3,424,759 | $3,415,322 |
| VANGUARD HIGH YIELD | AT COST | $1,708,082 | $1,738,469 |
| VANGUARD 500 INDEX | AT COST | $1,866,995 | $2,806,708 |
| SCHWAB US TREASURY MONEY MARKET | AT COST | $920,247 | $920,247 |
| VANGUARD INTL EXPLORER | AT COST | $1,605,076 | $1,678,428 |
| VANGUARD INTL STOCK | AT COST | $908,677 | $942,291 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| OVERDRAFT FEES | $58 | $0 | $0 | $58 |
| MISCELLANEOUS EXPENSE | $139 | $0 | $0 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT MANAGEMENT | $136,214 | $136,214 | $0 | $0 |
| PAYROLL SERVICE FEE | $239 | $0 | $0 | $239 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAXES | $14,373 | $14,373 | $0 | $0 |
| MA FILING FEE | $500 | $0 | $0 | $500 |
| PAYROLL TAX | $2,678 | $0 | $0 | $2,678 |