SAMANTHA BECKY MARK FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- SAMANTHA BECKY MARK FOUNDATION (EIN 26-3403705)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-14
- IRS object ID
- 202233189349103573
- 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 Govt Obligations Sch
- Investments Other Schedule2
- Other Income Schedule2
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-14T13:15:14-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 331197384 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDERSEN TAX LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 125 HIGH STREET | 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 | 263403705 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAMANTHA BECKY MARK FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SAMA | BusinessNameControlTxt |
| Phone | 6172928400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO D FORLIZZI 470 BOSTON ST 16 | AddressLine1Txt |
| City | TOPSFIELD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01983 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BECKY LEVIN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6172928400 | 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 | BECKY | PersonFirstNm |
| Person Last | LEVIN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SUSAN M DELGADO | PreparerPersonNm |
| PTIN | P01052054 | PTIN |
| Phone | 6172928400 | PhoneNum |
| Preparation | 2022-11-10 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $15,304,264 | 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 | $31,750 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $204 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $204 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $156,369 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $156,369 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,868,542 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $14,708,041 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,885,671 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $26,913 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $4,598 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,083,778 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,046,842 | 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 |
| Accounting Fees Rev And Expnss | $31,750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $5,875 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $135,202 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $135,202 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $128,572 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,072 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $500 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $295,524 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $138,274 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,375 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,401,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,401,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,696,524 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $138,274 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,407,375 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$3,612,746 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,908,568 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $534 | CashBOYAmt |
| Cash EOY | $135,140 | CashEOYAmt |
| Cash EOYFMV | $135,140 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,865,308 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $620,568 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $620,568 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $1,924,794 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,137,077 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,134,976 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $2,002,912 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,557,389 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,711,841 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $9,677,343 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $6,407,971 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $7,701,739 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $15,470,891 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,858,145 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $15,304,264 | 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 | $15,470,891 | RetainedEarningBOYAmt |
| Retained Earning EOY | $11,858,145 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $15,470,891 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,858,145 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $15,470,891 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $11,858,145 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $15,470,891 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$3,612,746 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $11,858,145 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $11,858,145 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (15 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| GS - 48400 - ST COVERED | P | $528,736 | $529,574 | -$838 | -$838 |
| GS - 48400 - NON-REPORTABLE TRANSACTIONS | P | $9,999 | $9,999 | $0 | $0 |
| GS - 48400 - LT - COVERED | P | $297,233 | $291,760 | $5,473 | $5,473 |
| GS - 48400 - ORDINARY GAINS | P | $15,000 | $14,993 | $7 | $7 |
| GS - 48400 - ST NON-COVERED | P | $10 | $10 | $10 | |
| GS - 50253 - ST COVERED | P | $28,355 | $32,521 | -$4,166 | -$4,166 |
| GS - 50253 - LT COVERED | P | $168,186 | $104,064 | $64,122 | $64,122 |
| GS - 59658 - ST COVERED | P | $3,357,494 | $3,159,208 | $198,286 | $198,286 |
| GS - 59658 - LT COVERED | P | $869,931 | $578,903 | $291,028 | $291,028 |
| GS - 59664 - ST COVERED | P | $765,157 | $642,914 | $122,243 | $122,243 |
| GS - 59664 - LT COVERED | P | $4,028,675 | $3,053,132 | $975,543 | $975,543 |
| GS - 70410 - ST COVERED | P | $4,402,232 | $4,287,213 | $115,019 | $115,019 |
| GS - 70410 - LT COVERED | P | $220,532 | $115,507 | $105,025 | $105,025 |
| CAPITAL GAINS DIVIDENDS | P | $14,001 | $14,001 | $14,001 | |
| FR - 37922 - LT COVERED | P | $2,500 | $2,582 | -$82 | -$82 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,885,671 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $26,529 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $26,529 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $26,529 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $35,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $40,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $521 | EsPenaltyAmt |
| Overpayment | $12,950 | OverpaymentAmt |
| Applied To ES Tax | $12,950 | 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 | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | 0 | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ANDREW KYRIACOU | IndividualWithBooksNm |
| Phone | 6172928400 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 125 HIGH STREET 16TH FLOOR | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| MARK J LEVIN | |||||||||
| C/O D FORLIZZI 470 BOSTON ST UNIT | 16 | TOPSFIELD | MA | 01983 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| BECKY RUHMANN LEVIN | |||||||||
| C/O D FORLIZZI 470 BOSTON ST UNIT | 16 | TOPSFIELD | MA | 01983 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| GOLDMAN SACHS | |||||
| 125 HIGH STREET 1700 | BOSTON | MA | 02110 | INVESTMENT SERVICES | $117,424 |
| DONNA FORLIZZI | |||||
| 470 BOSTON ST UNIT 16 | TOPSFIELD | MA | 01983 | ACCOUNTING | $20,000 |
| ANDERSEN TAX LLC | |||||
| 125 HIGH STREET 16TH FLOOR | BOSTON | MA | 02110 | TAX PREPARATION | $11,750 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | 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 | $15,951,144 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $683,887 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $16,635,031 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $16,635,031 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $249,525 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $16,385,506 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $819,275 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $819,275 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $26,529 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $26,529 | TotalTaxAmt |
| Distributable Before Adj | $792,746 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $792,746 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $792,746 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,407,375 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $5,407,375 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $792,746 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,981,849 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $2,915,679 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,792,473 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $4,772,472 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $4,615,326 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $17,077,799 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $5,407,375 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $792,746 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $4,614,629 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $21,692,428 | 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 | $1,981,849 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $19,710,579 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,915,679 | ExcessFromYear4Amt |
| Excess From Year3 | $2,792,473 | ExcessFromYear3Amt |
| Excess From Year2 | $4,772,472 | ExcessFromYear2Amt |
| Excess From Year1 | $4,615,326 | ExcessFromYear1Amt |
| Excess From Current Year | $4,614,629 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MARK J LEVIN | ContributingManagerNm |
| Contributing Manager | BECKY RUHMANN LEVIN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| THE POSSIBLE ZONE | |||||||
| 17 SELLERS STREET | CAMBRIDGE | MA | 02139 | RELATED PARTY | 501(C)(3) | GENERAL | $5,389,000 |
| THE SCHWARTZ CENTER FOR COMPASSIONATE HEALTHCARE | |||||||
| 100 CAMBRIDGE STREET 2100 | BOSTON | MA | 02114 | N/A | 501(C)(3) | GENERAL | $1,000 |
| JUMPSTART FOR YOUNG CHILDREN | |||||||
| 308 CONGRESS ST 1027 | BOSTON | MA | 02210 | N/A | 501(C)(3) | GENERAL | $10,000 |
| PLAINVIEW-OLD BETH JOHN F KENNEDY HIGH SCHOOL | |||||||
| 50 KENNEDY DR | PLAINVIEW | NY | 11803 | N/A | 501(C)(3) | GENERAL | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,401,000 | 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 | $204 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $156,369 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $26,913 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,868,542 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,052,028 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,052,028 | 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 Person | MARK LEVIN | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O D FORLIZZI 470 BOSTON ST 16 | AddressLine1Txt |
| City | TOPSFIELD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01983 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $31,750 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ACCOUNTING FEES | $20,000 | $0 | $0 |
| TAX PREPARATION | $11,750 | $0 | $5,875 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| GOLDMAN SACHS - 59658 | $1,811,949 | $2,503,791 |
| GOLDMAN SACHS - 50253 | $444,958 | $740,099 |
| GOLDMAN SACHS - 70410 | $1,300,482 | $2,467,951 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,137,077 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,134,976 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| GOLDMAN SACHS - 59664 (INDEX FUNDS) | AT COST | $2,644,629 | $2,970,288 |
| FIRST REPUBLIC - 37922 (MUTUAL FUNDS) | AT COST | $478,917 | $830,853 |
| GOLDMAN SACHS - 70215 (ALTERNATIVE INVESTMENTS) | AT COST | $1,659,075 | $2,169,060 |
| GOLDMAN SACHS - 70215 (HEDGE FUNDS + PRIVATE EQUITY) | AT COST | $1,625,350 | $1,731,538 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| NON-DIVIDEND DISTRIBUTIONS | $22,315 | $0 | $22,315 |
| PORTFOLIO INCOME FROM K-1'S | $3,018 | $3,018 | $3,018 |
| GUARANTEED PAYMENTS FROM K-1'S | $1,576 | $1,576 | $1,576 |
| SUBPART F INCOME FROM K-1'S | $4 | $4 | $4 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $117,424 | $117,424 | $0 |
| PORTFOLIO EXPENSE | $17,669 | $17,669 | $0 |
| INVESTMENT INTEREST EXPENSE | $109 | $109 | $0 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARK LEVIN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16 BOARDMAN AVENUE | AddressLine1Txt |
| City | MANCHESTER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01944 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $3,072 | $3,072 | $0 |
| MA FILING FEE | $500 | $0 | $500 |
| FEDERAL 990-PF | $125,000 | $0 | $0 |