SOMERVILLE HEALTH FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- SOMERVILLE HEALTH FOUNDATION INC (EIN 04-3382001)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2022-11-14
- IRS object ID
- 202213189349105021
- 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 Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-14T15:00:33-06:00 | ReturnTs |
| Tax Period End | 2022-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 941687665 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BANK OF AMERICA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 653067 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 752653067 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043382001 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOMERVILLE HEALTH FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SOME | BusinessNameControlTxt |
| Phone | 8888663275 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 653067 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 752653067 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KATHLEEN R O'BRIEN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8888663275 | PhoneNum |
| Signature | 2022-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KAREN J KISER | PreparerPersonNm |
| PTIN | P00146417 | PTIN |
| Phone | 8888663275 | PhoneNum |
| Preparation | 2022-11-14 | PreparationDt |
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 | $591,561 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $12,609 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $12,609 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $27,228 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $118,902 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $27,228 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $39,837 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $39,837 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $8,137 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $4,882 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $3,255 | 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 | $1,250 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $750 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $789 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $186 | 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 | $35 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $35 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $10,211 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,818 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,790 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $31,575 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $31,575 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $41,786 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,818 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $35,365 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,949 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $34,019 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $14,374 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $26,891 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $26,891 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $575,515 | CorporateStockBOYAmt |
| Corporate Stock EOY | $561,049 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $564,670 | CorporateStockEOYFMVAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $589,889 | TotalAssetsBOYAmt |
| Total Assets EOY | $587,940 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $591,561 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $589,889 | CapitalStockBOYAmt |
| Capital Stock EOY | $587,940 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $589,889 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $587,940 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $589,889 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $587,940 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $589,889 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,949 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $587,940 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $587,940 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (68 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 182.375 JP MORGAN U.S. LARGE CAP CORE PLUS FUND CL R6 | 2018-08-23 | 2021-09-17 | $5,214 | $6,197 | -$983 | -$983 | |
| 32.005 JP MORGAN U.S. LARGE CAP CORE PLUS FUND CL R6 | 2018-09-21 | 2021-09-17 | $915 | $1,068 | -$153 | -$153 | |
| 20. VANGUARD FTSE DEVELOPED MARKETS ETF | 2017-06-05 | 2021-09-17 | $1,047 | $841 | $206 | $206 | |
| 28. VANGUARD 500 INDEX FUND SHS ETF | 2018-09-21 | 2021-09-17 | $11,436 | $7,553 | $3,883 | $3,883 | |
| 35. VANGUARD MID-CAP ETF | 2020-01-17 | 2021-09-17 | $8,550 | $6,427 | $2,123 | $2,123 | |
| 4. ISHARES CORE TOT U S BD MKT ETF | 2016-09-15 | 2021-10-01 | $460 | $447 | $13 | $13 | |
| 12. ISHARES CORE TOT U S BD MKT ETF | 2016-08-27 | 2021-10-01 | $1,379 | $1,449 | -$70 | -$70 | |
| 31. ISHARES S&P SMALLCAP 600 INDEX FUND | 2018-09-21 | 2021-10-01 | $3,427 | $2,743 | $684 | $684 | |
| 21. ISH USD HIGH YIELD CORPORATE BOND ETF SH | 2019-12-30 | 2021-10-01 | $868 | $876 | -$8 | -$8 | |
| 1. ISH USD HIGH YIELD CORPORATE BOND ETF SH | 2020-01-17 | 2021-10-01 | $41 | $41 | |||
| 77.053 JP MORGAN U.S. LARGE CAP CORE PLUS FUND CL R6 | 2018-09-21 | 2021-10-01 | $2,179 | $2,570 | -$391 | -$391 | |
| 278.238 METRO WEST T/R BD CL I | 2018-09-21 | 2021-10-01 | $3,058 | $2,866 | $192 | $192 | |
| 13. SPDR BLOOMBERG 1-3 MNTH T BILL ETF | 2020-03-02 | 2021-10-01 | $1,189 | $1,192 | -$3 | -$3 | |
| 46. VANGUARD FTSE DEVELOPED MARKETS ETF | 2017-06-05 | 2021-10-01 | $2,319 | $1,934 | $385 | $385 | |
| 1. VANGUARD FTSE DEVELOPED MARKETS ETF | 2017-10-12 | 2021-10-01 | $50 | $44 | $6 | $6 | |
| 7. VANGUARD FTSE DEVELOPED MARKETS ETF | 2017-12-07 | 2021-10-01 | $353 | $308 | $45 | $45 | |
| 21. VANGUARD FTSE DEVELOPED MARKETS ETF | 2018-09-21 | 2021-10-01 | $1,059 | $921 | $138 | $138 | |
| 26. VANGUARD TOTAL INTERNATL BOND ETF | 2018-09-21 | 2021-10-01 | $1,482 | $1,420 | $62 | $62 | |
| 30. VANGUARD FTSE EMERGING MARKETS ETF | 2017-05-08 | 2021-10-01 | $1,495 | $1,109 | $386 | $386 | |
| 14. VANGUARD 500 INDEX FUND SHS ETF | 2018-09-21 | 2021-10-01 | $5,551 | $3,777 | $1,774 | $1,774 | |
| 19. VANGUARD MID-CAP ETF | 2020-01-17 | 2021-10-01 | $4,526 | $3,489 | $1,037 | $1,037 | |
| 201.534 JP MORGAN U.S. LARGE CAP CORE PLUS FUND CL R6 | 2018-09-21 | 2021-11-30 | $6,050 | $6,723 | -$673 | -$673 | |
| 33. VANGUARD 500 INDEX FUND SHS ETF | 2018-09-21 | 2021-11-30 | $13,879 | $8,902 | $4,977 | $4,977 | |
| 6. ISHARES CORE TOT U S BD MKT ETF | 2016-08-13 | 2022-01-31 | $670 | $730 | -$60 | -$60 | |
| 15. ISH USD HIGH YIELD CORPORATE BOND ETF SH | 2019-12-16 | 2022-01-31 | $598 | $632 | -$34 | -$34 | |
| 98.946 METRO WEST T/R BD CL I | 2018-09-21 | 2022-01-31 | $1,056 | $1,019 | $37 | $37 | |
| 8. SPDR BLOOMBERG 1-3 MNTH T BILL ETF | 2020-02-17 | 2022-01-31 | $731 | $734 | -$3 | -$3 | |
| 4. SPDR BLOOMBERG 1-3 MNTH T BILL ETF | 2020-02-17 | 2022-01-31 | $366 | $367 | -$1 | -$1 | |
| 14. VANGUARD FTSE DEVELOPED MARKETS ETF | 2018-09-21 | 2022-01-31 | $678 | $614 | $64 | $64 | |
| 16. VANGUARD FTSE EMERGING MARKETS ETF | 2017-05-08 | 2022-01-31 | $784 | $591 | $193 | $193 | |
| 153. ISHARES S&P SMALLCAP 600 INDEX FUND | 2018-09-21 | 2022-05-31 | $15,458 | $13,537 | $1,921 | $1,921 | |
| 1. ISHARES S&P SMALLCAP 600 INDEX FUND | 2018-09-21 | 2022-05-31 | $102 | $88 | $14 | $14 | |
| 277. VANGUARD FTSE DEVELOPED MARKETS ETF | 2018-09-21 | 2022-05-31 | $12,609 | $12,146 | $463 | $463 | |
| 10. VANGUARD MID-CAP ETF | 2020-01-17 | 2022-05-31 | $2,178 | $1,836 | $342 | $342 | |
| CAPITAL GAIN DIVIDENDS | $10,581 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,581 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,581 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,581 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,581 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,581 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,581 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,581 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,581 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,581 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,581 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,581 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,581 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,581 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,581 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,581 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,581 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,581 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,581 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,581 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,581 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,581 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,581 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,581 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,581 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,581 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,581 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,581 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,581 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,581 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,581 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,581 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,581 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,581 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $27,228 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $473 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $473 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $473 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $396 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $77 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $473 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $0 | 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 | BANK OF AMERICA NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8888663275 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 653067 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 752653067 | 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 (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| GERALD MCCUE | ||||||
| 21 BROMFIELD RD APT 1 | SOMERVILLE | MA | 02144 | PRESIDENT /CHAIR. | 1 | $0 |
| KATHLEEN MCGILVRAY | ||||||
| 17 GILMAN ST | SOMERVILLE | MA | 02145 | TRUSTEE | 1 | $0 |
| BANK OF AMERICA | ||||||
| PO BOX 653067 | DALLAS | TX | 75265 | AGENT FOR TRUSTEE, INVEST MGT | 1 | $8,137 |
| ROBINA BHASIN | ||||||
| 32 N MADISON ST 2 | SOMERVILLE | MA | 02143 | TRUSTEE/CLERK | 1 | $0 |
| DOUG KRESS | ||||||
| 50 EVERGREEN AVE | SOMERVILLE | MA | 02143 | TRUSTEE/DIRECTOR | 1 | $0 |
| ROB BUCHANAN | ||||||
| 16 WESLEY PARK | SOMERVILLE | MA | 02143 | TRUSTEE/TREASURER | 1 | $0 |
| KATHLEEN R O'BRIEN | ||||||
| 230 HIGHLAND AVE | SOMERVILLE | MA | 02143 | TRUSTEE | 1 | $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 |
| 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 | $662,586 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $17,592 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $680,178 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $680,178 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $10,203 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $669,975 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $33,499 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $33,499 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $473 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $473 | TotalTaxAmt |
| Distributable Before Adj | $33,026 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $33,026 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $33,026 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $35,365 | 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 | $35,365 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $33,026 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,115 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,364 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $3,032 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $5,511 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $35,365 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $33,026 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,339 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $7,850 | 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 | $1,115 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $6,735 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,364 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $3,032 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $2,339 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SOMERVILLE COMMUNITY HEALTH AGENDA | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 230HIGHLAND AVERM102 ATTN KATHLEE | AddressLine1Txt |
| City | SOMERVILLE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02143 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6175914433 | RecipientPhoneNum |
| Recipient Email Address | KOBRIEN@challiance.org | RecipientEmailAddressTxt |
| Form And Info And Materials | WWW.CHALLIANCE.ORG/INTHECOMMUNITY/SOMERVILLEHEALTHAGENDA.ASPX SEE ATTACHED GUIDELINES FOR APPLICANTS | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | WWW.CHALLIANCE.ORG/INTHECOMMUNITY/SOMERVILLEHEALTHAGENDA.ASPX SEE GUIDELINES FOR APPLICANTS | SubmissionDeadlinesTxt |
| Restrictions On Awards | WWW.CHALLIANCE.ORG/INTHECOMMUNITY/SOMERVILLEHEALTHAGENDA.ASPX SEE GUIDELINES FOR APPLICANTS | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BEAUTIFUL STUFF PROJECT | |||||||
| 511 MEDFORD ST | SOMERVILLE | MA | 02145 | N/A | PC | UNRESTRICTED GENERAL | $4,380 |
| FORSYTH KIDS | |||||||
| 245 FIRST ST | CAMBRIDGE | MA | 02142 | N/A | PC | UNRESTRICTED GENERAL | $5,000 |
| NEIGHBORHOOD COUNSELING AND COMMUNITY | |||||||
| 403 HIGHLAND AVE SUITE 202 RM 5 | SOMERVILLE | MA | 02144 | N/A | PC | UNRESTRICTED GENERAL | $5,000 |
| YOUTHSTREAM MYSTIC LEARNING CENTER | |||||||
| 530 MYSTIC AVE | SOMERVILLE | MA | 02145 | N/A | PC | UNRESTRICTED GENERAL | $5,000 |
| RESPOND | |||||||
| PO BOX 555 | SOMERVILLE | MA | 02143 | N/A | PC | UNRESTRICTED GENERAL | $5,000 |
| COMMUNITY ACTION AGENCY OF SOMERVILLE | |||||||
| 66-70 UNION SQ | SOMERVILLE | MA | 02143 | N/A | PC | UNRESTRICTED GENERAL | $4,195 |
| PROJECT SOUP | |||||||
| 165 BROADWAY | SOMERVILLE | MA | 02143 | N/A | PC | UNRESTRICTED GENERAL | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $31,575 | 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 | $12,609 | 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 | $27,228 | 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 | $39,837 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $39,837 | 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 - BOA | CategoryTxt |
| Amt | $1,250 | Amt |
| Net Investment Income | $750 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $500 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (67 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 464287507 ISHARES CORE S&P MID | ||
| 464287655 ISHARES RUSSELL 2000 | ||
| 921943858 VANGUARD FTSE DEVELO | $64,299 | $62,342 |
| 922042858 VANGUARD FTSE EMERGI | $35,823 | $30,696 |
| 00078H281 ASTON MONTAG & CALDW | ||
| 269858304 EAGLE SM CAP GROWTH | ||
| 277905642 EATON VANCE LARGE-CA | ||
| 47803W406 JOHN HANCOCK FDS III | ||
| 552983694 MFS VALUE FUND CL I | ||
| 744336504 PRUDENTIAL GLOBAL RE | ||
| 74441C808 PRUDENTIAL JENNISON | ||
| 87234N302 TCW SELECT EQUITIES | ||
| 92646A815 VICTORY SMALL CO OPP | ||
| 19765N245 COLUMBIA DIVIDEND IN | ||
| 19765N567 COLUMBIA SMALL CAP V | ||
| 19765Y688 COLUMBIA SELECT LARG | ||
| 55272P778 MFS RESEARCH BD FUND | ||
| 64128K868 NEUBERGER BERMAN HIG | ||
| 693390700 PIMCO TOTAL RETURN F | ||
| 693390841 PIMCO HIGH YIELD FD | ||
| 722005667 PIMCO COMMODITY REAL | ||
| 008882532 INVESCO INTL GROWTH | ||
| 38142Y401 GOLDMAN SACHS GROWTH | ||
| 411511306 HARBOR INTERNATIONAL | ||
| 47803T627 JOHN HANCOCK FDS III | ||
| 4812A0573 JPMORGAN INTL VALUE | ||
| 483438206 KALMAR POOLED INVT T | ||
| 52106N889 LAZARD EMERGING MKTS | ||
| 19765Y852 COLUMBIA EMERGING MA | ||
| 55273E640 MFS EMERGING MKTS DE | ||
| 592905509 METROPOLITAN WEST TO | $75,322 | $67,765 |
| 693390882 PIMCO FOREIGN BD US$ | ||
| 464288588 ISHARES MBS ETF | ||
| 78464A474 SPDR BARCLAYS SHORT | ||
| 057071813 BAIRD MIDCAP FUND IN | ||
| 76628R615 RIDGEWORTH MID CAP V | ||
| 89154Q737 TOUCHSTONE SMALL CAP | ||
| 904504842 UNDISCOVERED MANAGER | ||
| 22544R305 CREDIT SUISSE COMMOD | ||
| 233051200 DB X-TRACKERS MSCI E | ||
| 464287200 ISHARES CORE S&P 500 | ||
| 92203J407 VANGUARD TOTAL INTER | $34,799 | $30,913 |
| 922908553 VANGUARD REIT ETF | ||
| 97717X701 WISDOMTREE EUROPE HE | ||
| 413838608 OAKMARK SELECT FUND | ||
| 808090757 SCHRODER EMERGING MK | ||
| 464287226 ISHARES CORE U.S. AG | $43,942 | $40,265 |
| 464287440 ISHARES 7-10 YEAR TR | ||
| 464287499 ISHARES RUSSELL MID- | ||
| 464288661 ISHARES 3-7 YR TREAS | ||
| 92206C870 VANGUARD INTERMEDIAT | ||
| 922908363 VANGUARD 500 INDEX F | $73,868 | $98,167 |
| 41665H847 HARTFORD MUT FDS II | ||
| 543487110 NATIXIS LOOMIS SAYLE | ||
| 55272P596 MFS MID CAP VALUE FU | ||
| 94975P447 WELLS FARGO SPECIAL | ||
| 464287101 ISHARES S&P 100 ETF | ||
| 207019704 CONESTOGA SMALL CAP | ||
| 412295107 HARDING LOEVNER FDS | ||
| 413838723 OAKMARK INTL FUND IN | ||
| 464287804 ISHARES CORE S&P SMA | $48,461 | $57,294 |
| 78468R622 SPDR BLOOMBERG BARCL | ||
| 4812A2389 JP MORGAN US LARGE C | ||
| 46435U853 ISH USD HIGH YIELD C | $20,851 | $17,483 |
| 78468R663 SPDR BLOOMBERG 1-3 M | $28,585 | $28,545 |
| 922908629 VANGUARD MID-CAP ETF | $82,745 | $90,606 |
| 48129C603 JP MORGAN U.S. LARGE | $52,354 | $40,594 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | STATE FILING FEE | Desc |
| Revenue And Expenses Per Books | $35 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $35 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX - PRIOR YEAR | $207 | $0 | $0 |
| EXCISE TAX ESTIMATES | $396 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $120 | $120 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $66 | $66 | $0 |