ORISTAGLIO FAMILY FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- ORISTAGLIO FAMILY FOUNDATION (EIN 04-3541069)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-10
- IRS object ID
- 202223149349103267
- 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
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-10T19:38:43-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 811240435 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DANIEL B CAPOBIANCO | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 260 FRANKLIN ST SUITE 1840 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | 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 | 043541069 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ORISTAGLIO FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ORIS | BusinessNameControlTxt |
| Phone | 6178593088 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 287 COMMONWEALTH AVENUE 4 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02115 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JERYL ORISTAGLIO | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6178593088 | PhoneNum |
| Signature | 2022-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JERYL | PersonFirstNm |
| Person Last | ORISTAGLIO | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DANIEL B CAPOBIANCO | PreparerPersonNm |
| PTIN | P00019065 | PTIN |
| Phone | 6172615355 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
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 | $2,365,290 | 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 | $851,401 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $2 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $52,912 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $52,912 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $150,004 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,275,655 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $150,004 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,054,319 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $202,918 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $4,250 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $600 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $7,213 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $682 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $12,063 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $682 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $300,400 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $300,400 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $312,463 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $682 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $300,400 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $741,856 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $202,236 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $51,163 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $85,751 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $85,751 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $1,470,955 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,178,224 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,279,539 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,522,119 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,263,975 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,365,290 | 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 | $1,522,119 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,263,975 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,522,119 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,263,975 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,522,119 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,263,975 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,522,119 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $741,856 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,263,975 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,263,975 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| FNZ TRUST | 2021-02-01 | 2021-07-30 | $6,524 | $6,674 | -$150 | -$150 | |
| FNZ TRUST | 2018-04-01 | 2021-04-20 | $151,672 | $152,640 | -$968 | -$968 | |
| FOCS FINANCIAL | 2020-09-04 | 2021-08-02 | $227,162 | $227,162 | $0 | $0 | |
| VANGUARD INDEX | 2021-03-23 | 2021-06-24 | $69,913 | $65,939 | $3,974 | $3,974 | |
| FOCS FINANCIAL | 2020-05-29 | 2021-07-30 | $226,938 | $226,938 | $0 | $0 | |
| FOCS FINANCIAL | 2020-03-13 | 2021-07-30 | $197,295 | $197,295 | $0 | $0 | |
| FOCS FINANCIAL | 2020-03-13 | 2021-08-02 | $200,006 | $200,006 | $0 | $0 | |
| ISHARES TR MSCI | 2019-09-27 | 2021-06-24 | $70,206 | $48,997 | $21,209 | $21,209 | |
| CAPITAL GAINS DIVIDENDS | $125,939 | $125,939 | $125,939 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $150,004 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,811 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,811 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,811 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $374 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $11,126 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $11,500 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $8,689 | OverpaymentAmt |
| Applied To ES Tax | $8,689 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JERYL ORISTAGLIO TRUSTEE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6178593088 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 287 COMMONWEALTH AVENUE | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02115 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JERYL ORISTAGLIO | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 287 COMMONWEALTH AVE | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02115 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 20.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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 | $63,467 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,132 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $65,599 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $65,599 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $984 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $64,615 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,231 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,231 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,811 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,811 | TotalTaxAmt |
| Distributable Before Adj | $420 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $420 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $420 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $300,400 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $300,400 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $420 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $210,724 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $306,508 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $437,094 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $401,183 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $322,155 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,677,664 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $300,400 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $420 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $299,980 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,977,644 | 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 | $210,724 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,766,920 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $306,508 | ExcessFromYear4Amt |
| Excess From Year3 | $437,094 | ExcessFromYear3Amt |
| Excess From Year2 | $401,183 | ExcessFromYear2Amt |
| Excess From Year1 | $322,155 | ExcessFromYear1Amt |
| Excess From Current Year | $299,980 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JERYL ORISTAGLIO TRUSTEE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 287 COMMONWEALTH AVE | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02115 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6178593088 | RecipientPhoneNum |
| Recipient Email Address | JERYLORI@GMAIL.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | SOLICITATIONS FROM IRS QUALIFIED TAX EXEMPT ORGANIZATIONS SHOULD SUBMIT REQUESTS FOR CONTRIBUTIONS IN WRITING, ALTHOUGH VERBAL REQUESTS MAY ALSO BE CONSIDERED. REQUESTS FOR CHARITABLE AID FROM OTHER PERSONS OR ENTITIES MUST BE IN WRITING AND CONTAIN SUFFICIENT DATA THAT DEMONSTRATES TRUE CHARITABLE NEED. THE FORMAT MUST BE SUFFICIENT TO MEET IRS STANDARDS. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | THERE IS NO SPECIFIC DEADLINE FOR SUBMISSION, ALTHOUGH SUBMISSIONS AFTER NOVEMBER 15TH OF EACH YEAR | SubmissionDeadlinesTxt |
| Restrictions On Awards | AWARDS WILL ONLY BE MADE UPON PROOF OF IRS QUALIFIED EXEMPT ORGANIZATION STATUS IN THE CASE OF CHARITABLE ORGANIZATIONS. FOR ALL OTHER CHARITABLE RECIPIENTS, AWARDS WILL ONLY BE MADE UPON SUBMISSION OF PROOF, SATISFACTORY TO THE IRS, OF ACTUAL CHARITABLE NEED, AND ONLY IF PAYMENT OF SUCH AWARD WILL NOT JEOPARDIZE ITS TAX EXEMPT STATUS. | RestrictionsOnAwardsTxt |
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 |
|---|---|---|---|---|---|---|---|
| ASBURY PARK MUSIC FOUNDATION | |||||||
| 708 COOKMAN AVE | ASBURY PARK | NJ | 07712 | N/A | PUBLIC CHARITY | CHARITY'S EXEMPT PURPOSE | $20,000 |
| BERKLEE COLLEGE OF MUSIC | |||||||
| 1140 BOYLSTON | BOSTON | MA | 02215 | N/A | PUBLIC CHARITY | CHARITY'S EXEMPT PURPOSE | $35,000 |
| BERKSHIRE INTERNATIONAL FILM FESTIVAL | |||||||
| PO BOX 237 | GREAT BARRINGTON | MA | 02130 | N/A | PUBLIC CHARITY | CHARITY'S EXEMPT PURPOSE | $25,000 |
| BOSTON BOOK FESTIVAL | |||||||
| 1100 MASSACHUSETTS AVE | CAMBRIDGE | MA | 02138 | N/A | PUBLIC CHARITY | CHARITY'S EXEMPT PURPOSE | $15,000 |
| BOSTON LANDMARKS ORCHESTRA | |||||||
| 10 GUEST ST | BOSTON | MA | 02135 | N/A | PUBLIC CHARITY | CHARITY'S EXEMPT PURPOSE | $5,000 |
| BOSTON SYMPHONY | |||||||
| 301 MASSACHUSETTS AVE | BOSTON | MA | 02115 | N/A | PUBLIC CHARITY | CHARITY'S EXEMPT PURPOSE | $5,000 |
| BRIGHAM & WOMENS HOSPITAL -- STEPPING STRONG | |||||||
| 75 FRANCIS STREET | BOSTON | MA | 02115 | N/A | PUBLIC CHARITY | CHARITY'S EXEMPT PURPOSE | $9,000 |
| BUCKNELL UNIVERSITY | |||||||
| 1 DENT DRIVE | LEWISBURG | PA | 17837 | N/A | PUBLIC CHARITY | CHARITY'S EXEMPT PURPOSE | $20,000 |
| CARING BRIDGE | |||||||
| 2750 BLUE WATER RD 275 | EAGAN | MI | 55121 | N/A | PUBLIC CHARITY | CHARITY'S EXEMPT PURPOSE | $500 |
| CHARLES RIVER WATERSHED ASSOCIATION | |||||||
| 190 PARK ROAD | WESTON | MA | 02493 | N/A | PUBLIC CHARITY | CHARITY'S EXEMPT PURPOSE | $5,000 |
| COMMUNITY SERVINGS | |||||||
| 18 MARBURY TERR | JAMAICA PLAIN | MA | 02130 | N/A | PUBLIC CHARITY | CHARITY'S EXEMPT PURPOSE | $5,370 |
| CONCUSSION LEGACY FOUNDATION | |||||||
| 361 NEWBURY STREET | BOSTON | MA | 02115 | N/A | PUBLIC CHARITY | CHARITY'S EXEMPT PURPOSE | $10,000 |
| EMERALD NECKLACE CONSERVANCY | |||||||
| 125 FENWAY | BOSTON | MA | 02115 | N/A | PUBLIC CHARITY | CHARITY'S EXEMPT PURPOSE | $500 |
| ESPLANADE ASSOCIATION | |||||||
| 376 BOYLSTON | BOSTON | MA | 02116 | N/A | PUBLIC CHARITY | CHARITY'S EXEMPT PURPOSE | $45,000 |
| ETRUSCAN PRESS | |||||||
| 84 WEST SOUTH ST | WILKES BARRE | PA | 18766 | N/A | PUBLIC CHARITY | CHARITY'S EXEMPT PURPOSE | $25,000 |
| FIDELITY GIFT - HESTIA FUND | |||||||
| 75 STATE STREET | BOSTON | MA | 02109 | N/A | PUBLIC CHARITY | CHARITY'S EXEMPT PURPOSE | $6,000 |
| GEORGETOWN UNIVERSITY | |||||||
| 2115 WISCONSIN AVE NW | WASHINGTON | DC | 20007 | N/A | PUBLIC CHARITY | CHARITY'S EXEMPT PURPOSE | $1,000 |
| GLOBAL CITIZEN | |||||||
| 594 BROADWAY | NEW YORK | NY | 10012 | N/A | PUBLIC CHARITY | CHARITY'S EXEMPT PURPOSE | $10,000 |
| INNOVATION NETWORKS FOR COMMUNITY | |||||||
| 156 GROVER LANE | TAMWORTH | NH | 03886 | N/A | PUBLIC CHARITY | CHARITY'S EXEMPT PURPOSE | $25,000 |
| JEWISH BIG BROTHER & BIG SISTER | |||||||
| 333 NAHANTON ST 3 | NEWTON | MA | 02459 | N/A | PUBLIC CHARITY | CHARITY'S EXEMPT PURPOSE | $2,600 |
| LAUREL HILL STOCKBRIDGE | |||||||
| 50 MAIN STREET | STOCKBRIDGE | MA | 01262 | N/A | PUBLIC CHARITY | CHARITY'S EXEMPT PURPOSE | $1,030 |
| MUSEUM OF FINE ARTS | |||||||
| 465 HUNTINGTON AVE | BOSTON | MA | 02115 | N/A | PUBLIC CHARITY | CHARITY'S EXEMPT PURPOSE | $150 |
| NOBLE & GREENOUGH | |||||||
| 10 CAMPUS DR | DEDHAM | MA | 02026 | N/A | PUBLIC CHARITY | CHARITY'S EXEMPT PURPOSE | $1,500 |
| LEUKEMIA & LYMPHOMA SOCIETY | |||||||
| 70 WALNUT ST STE 301 | WELLESLEY | MA | 02481 | N/A | PUBLIC CHARITY | CHARITY'S EXEMPT PURPOSE | $5,000 |
| STOCKBRIDGE BOWL | |||||||
| PO BOX 118 | STOCKBRIDGE | MA | 01262 | N/A | PUBLIC CHARITY | CHARITY'S EXEMPT PURPOSE | $500 |
| TRUSTEES OF RESERVATIONS | |||||||
| 200 HIGH STREET | BOSTON | MA | 02110 | N/A | PUBLIC CHARITY | CHARITY'S EXEMPT PURPOSE | $5,250 |
| VIA ART FUND INC | |||||||
| 83 NEWBURY STREET | BOSTON | MA | 02116 | N/A | PUBLIC CHARITY | CHARITY'S EXEMPT PURPOSE | $10,000 |
| PLANNED PARENTHOOD | |||||||
| 1055 COMMONWEALTH AVE | BOSTON | MA | 02215 | N/A | PUBLIC CHARITY | CHARITY'S EXEMPT PURPOSE | $1,000 |
| RAILROAD STREET YOUTH PROJECT | |||||||
| 60 BRIDGE ST | GREAT BARRINGTON | MA | 01230 | N/A | PUBLIC CHARITY | CHARITY'S EXEMPT PURPOSE | $5,000 |
| ST JOHNS UNIVERSITY | |||||||
| 114TH ST | JAMAICA | NY | 11420 | N/A | PUBLIC CHARITY | CHARITY'S EXEMPT PURPOSE | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $300,400 | 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 | $2 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $52,912 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $150,004 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2 | ExclusionAmt |
| Related Or Exempt Function Incm | $202,916 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $202,918 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 3 | LineNumberTxt |
| Relationship Statement | THE ORISTAGLIO FAMILY FOUNDATION IS A PRIVATE FOUNDATION WHICH MAKES CONTRIBUTIONS TO VARIOUS CHARITABLE AND CIVIC ORGANIZATIONS IN THE COMMUNITY. THE FOUNDATION'S REVENUE IS GENERATED BY INTEREST, DIVIDENDS, AND CAPITAL GAINS (IF ANY) FROM ITS CASH AND INVESTMENTS. THIS INTEREST AND DIVIDENDS ARE THE PRIMARY MEANS (OTHER THAN DONOR CONTRIBUTIONS) BY WHICH THE FOUNDATION ACCOMPLISHES ITS GOAL OF MAKING CHARITABLE CONTRIBUTIONS TO MERITORIOUS ORGANIZATIONS. | RelationshipStatementTxt |
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 Person | STEPHEN ORISTAGLIO | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 287 COMMONWEALTH AVE | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02115 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $851,401 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | FOCS FINANCIAL STOCK | NoncashPropertyDesc |
| Fair Market Value | $851,401 | FairMarketValueAmt |
| Received | 2021-07-15 | ReceivedDt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MUTUAL FUNDS | AT COST | $1,033,549 | $1,134,864 |
| PUBLIC MARKETS LLC | AT COST | $1,144,675 | $1,144,675 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION | CategoryTxt |
| Legal Fees | $4,250 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| COMMONWEALTH OF MA FILING FEE | $500 | $0 | $0 |
| BANK CHARGES | $408 | $287 | $0 |
| FOREIGN TAXES | $1,510 | $275 | $0 |
| INVESTMENT FEE | $4,795 | $120 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $600 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |