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ABRAHAM KAPLAN CHARITABLE FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
ABRAHAM KAPLAN CHARITABLE FOUNDATION (EIN 04-6067737)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-08-11
IRS object ID
202102239349100110
Schema version
2020v4.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2021-08-11T10:08:41-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN042620388PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1COLES & BODOIN LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line175 SECOND AVENUEAddressLine1Txt
CityNEEDHAMCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02494ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN046067737EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ABRAHAM KAPLAN CHARITABLE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlABRABusinessNameControlTxt
Phone6176335115PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1DONALD KAPLAN 89 FRONT ST NO 310AddressLine1Txt
CityMARBLEHEADCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01945ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDONALD KAPLANPersonNm
Person TitleTRUSTEE/MANAGERPersonTitleTxt
Phone6176335115PhoneNum
Signature2021-08-05SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstDONALDPersonFirstNm
Person LastKAPLANPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJAMES BODOIN CPAPreparerPersonNm
PTINP01207150PTIN
Phone7814551400PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$5,150,555FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$19InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$19InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$46,189DividendsRevAndExpnssAmt
Dividends Net Invst Incm$46,189DividendsNetInvstIncmAmt
Gross Rents Rev And Expnss$285,132GrossRentsRevAndExpnssAmt
Gross Rents Net Invst Incm$285,132GrossRentsNetInvstIncmAmt
Net Rental Income Or Loss$198,870NetRentalIncomeOrLossAmt
Net Gain Sale Ast Rev And Expnss-$10,171NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$377,538GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$321,169TotalRevAndExpnssAmt
Total Net Invst Incm$331,340TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$14,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$9,334CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$4,666CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$6,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$6,000AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$61,615TaxesRevAndExpnssAmt
Taxes Net Invst Incm$61,490TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$125TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$10,106DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$10,106DeprecAndDpltnNetInvstIncmAmt
Other Expenses Rev And Expnss$18,456OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$18,456OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$110,177TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$105,386TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$4,791TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$242,250ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$242,250ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$352,427TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$105,386TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$247,041TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$31,258ExcessRevenueOverExpensesAmt
Net Investment Income$225,954NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$118,427SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$64,061SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$64,061SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,588,115CorporateStockBOYAmt
Corporate Stock EOY$1,614,831CorporateStockEOYAmt
Corporate Stock EOYFMV$2,577,894CorporateStockEOYFMVAmt
Invst Land Cost Or Other Basis$418,445InvstLandCostOrOtherBasisAmt
Invst Land Accum Depreciation$194,119InvstLandAccumDepreciationAmt
Land Bldg Investments BOY$234,432LandBldgInvestmentsBOYAmt
Land Bldg Investments EOY$224,326LandBldgInvestmentsEOYAmt
Land Bldg Investments EOYFMV$2,508,600LandBldgInvestmentsEOYFMVAmt
Total Assets BOY$1,940,974TotalAssetsBOYAmt
Total Assets EOY$1,903,218TotalAssetsEOYAmt
Total Assets EOYFMV$5,150,555TotalAssetsEOYFMVAmt
Other Liabilities BOY$22,709OtherLiabilitiesBOYAmt
Other Liabilities EOY$22,709OtherLiabilitiesEOYAmt
Total Liabilities BOY$22,709TotalLiabilitiesBOYAmt
Total Liabilities EOY$22,709TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$9,021CapitalStockBOYAmt
Capital Stock EOY$9,021CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$1,909,244RetainedEarningBOYAmt
Retained Earning EOY$1,871,488RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,918,265TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,880,509TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,940,974TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,903,218TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,918,265TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$31,258ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,887,007SubtotalAmt
Other Decreases$6,498OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,880,509TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (19 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtAcquiredAcquiredDtSoldSoldDt
13.909 SHS INVESCO DEV MKTSP$468$624-$156-$156
45.152 SHS DFA US COR EQP$858$1,125-$267-$267
206.259 SHS DOUBLELN T/R BDP$2,213$2,205$8$8
133.597 SHS EV ATL CAP SMIDP$3,241$4,876-$1,635-$1,635
59.429 SHS FIRST EAGLE GLBP$3,184$3,430-$246-$246
426 SHS ISHS MSCI EAFE INDXP$21,926$28,438-$6,512-$6,5122019-10-232020-03-13
197.641 SHS LOOMIS BD IP$2,684$2,692-$8-$8
59.496 SHS VNGRD EQ INCP$4,115$4,661-$546-$546
263.29 SHS VNGRD PRIMECAP COR INVSP$7,204$7,314-$110-$110
562.064 SHS INVESCO DEV MKTSP$18,919$25,130-$6,211-$6,211
1,424.474 SHS DFA US COR EQP$27,065$35,497-$8,432-$8,432
5,780.56 SHS DOUBLELN T/R BD IP$62,025$62,705-$680-$680
774.336 SHS EV ATL CAP SMIDP$22,138$22,837-$699-$699
1,030.733 SHS FIRST EAGLE GLB IP$55,227$57,812-$2,585-$2,585
358 SHS ISHS CORE S&P SMCPP$20,058$28,997-$8,939-$8,939
5,111.745 SHS LOOMIS BD IP$69,417$74,223-$4,806-$4,806
259.175 SHS VNGRD EQ INCP$18,385$18,438-$53-$53
263.706 SHS VNGRD PRIMECAP COR INVSP$7,796$6,705$1,091$1,091
CAPITAL GAINS DIVIDENDSP$30,615$30,615$30,615
FieldValueIRS element (for citing)
Capital Gain Net Income-$10,171CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$3,141InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$3,141SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$3,141TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$6,520EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$2,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$8,520TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$5,379OverpaymentAmt
Applied To ES Tax$5,379AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateMAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksDONALD M KAPLANIndividualWithBooksNm
Phone6176335115PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line189 FRONT STAddressLine1Txt
CityMARBLEHEADCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01945ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
DONALD M KAPLAN
89 FRONT STMARBLEHEADMA01945TRUSTEE/MANAGER6.00$14,000$0$0
SHELLEY DRIESMAN
240 MINE HILL RDFAIRFIELDCT06824TRUSTEE0.00$0$0$0
JONATHAN KAPLAN
112 CHENERY STSAN FRANCISCOCA94131TRUSTEE0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1GRANTS TO CHARITABLE ORGANIZATIONS THAT QUALIFY UNDER SECTION 501(C)(3)Description1Txt
Expenses1$242,250Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$2,294,459AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$173,582AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$2,478,300FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$4,946,341TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$4,946,341AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$74,195CashDeemedCharitableAmt
Net Vl Noncharitable Assets$4,872,146NetVlNoncharitableAssetsAmt
Minimum Investment Return$243,607MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$243,607MinimumInvestmentReturnAmt
Tax Based On Investment Income$3,141TaxBasedOnInvestmentIncomeAmt
Total Tax$3,141TotalTaxAmt
Distributable Before Adj$240,466DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$240,466DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$240,466DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$247,041ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$247,041QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$247,041AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$240,466DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr1$23,985ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$23,985TotalExcessDistributionCyovAmt
Qualifying Distributions$247,041QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$240,466AppliedToCurrentYearAmt
Remaining Distri From Corpus$6,575RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$30,560TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$30,560ExcessDistriCyovToNextYrAmt
Excess From Year1$23,985ExcessFromYear1Amt
Excess From Current Year$6,575ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonDONALD M KAPLAN TRUSTEERecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line189 FRONT STAddressLine1Txt
CityMARBLEHEADCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01945ZIPCd
FieldValueIRS element (for citing)
Recipient Phone6176335115RecipientPhoneNum
Form And Info And MaterialsWRITTEN APPLICATION SETTING FORTH THE FUNCTION OF THE 501(C)(3) ORGANIZATION AND THE PURPOSE FOR WHICH THE GRANT WOULD BE USED.FormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (59 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
18 REASONS
3674 18TH STSAN FRANCISCOCA94110N/APUBLIC CHARITYCHARITABLE$500
AMERICAN HEART ASSOCIATION
7272 GREENVILLE AVEDALLASTX75231N/APUBLIC CHARITYCHARITABLE$1,000
ANTI-DEFAMATION LEAGUE
605 THIRD AVENUENEW YORKNY10158N/APUBLIC CHARITYCHARITABLE$500
BLOCK ISLAND CONSERVANCY
PO BOX 84 234 WELDONS WAYBLOCK ISLANDRI02807N/APUBLIC CHARITYCHARITABLE$1,000
BLOCK ISLAND EMT
6 PAYNE ROADBLOCK ISLANDRI02807N/APUBLIC CHARITYCHARITABLE$1,500
BLOCK ISLAND HISTORICAL SITE
PO BOX 79 18 OLD TOWN ROADBLOCK ISLANDRI02807N/APUBLIC CHARITYCHARITABLE$1,000
BLOCK ISLAND MEDICAL CENTER
6 PAYNE ROADBLOCK ISLANDRI02807N/APUBLIC CHARITYCHARITABLE$15,000
BOSTON UNIVERSITY
595 COMMONWEALTH AVENUE SUITE 700BOSTONMA02215N/APUBLIC CHARITYCHARITABLE$42,250
BRANDEIS UNIVERSITY
415 SOUTH STREETWALTHAMMA02453N/APUBLIC CHARITYCHARITABLE$25,000
BRIDGEPORT HOSPITAL
267 GRANT STBRIDGEPORTCT06610N/APUBLIC CHARITYCHARITABLE$12,000
BROOKLYN COLLEGE
2900 BEDFORD AVENUEBROOKLYNNY11210N/APUBLIC CHARITYCHARITABLE$1,000
BROWN UNIVERSITY
69 BROWN STREET 2ND FLOORPROVIDENCERI02912N/APUBLIC CHARITYCHARITABLE$10,000
CAL ACADEMY OF SCIENCES
55 MUSIC CONCOURSE DRIVESAN FRANCISCOCA94118N/APUBLIC CHARITYCHARITABLE$500
CAMP TAWONGA
131 STEUART STREET SUITE 460SAN FRANCISCOCA94105N/APUBLIC CHARITYCHARITABLE$500
CHEWONKI FOUNDATION
485 CHEWONKI NECK ROADWISCASSETME04578N/APUBLIC CHARITYCHARITABLE$100
COMBINED JEWISH PHILANTHROPIES
126 HIGH STREETBOSTONMA02110N/APUBLIC CHARITYCHARITABLE$1,500
COMMUNITY BOATING INC
21 DAVID G MUGAR WAYBOSTONMA02114N/APUBLIC CHARITYCHARITABLE$500
CONGREGATION SHIRAT HAYAM
55 ATLANTIC AVENUESWAMPSCOTTMA01907N/APUBLIC CHARITYCHARITABLE$3,500
CONNECTICUT HUMANE SOCIETY
701 RUSSELL ROADNEWINGTONCT06111N/APUBLIC CHARITYCHARITABLE$1,000
ENVIRONMENTAL DEFENSE FUND
1875 CONNECTICUT AVE SUITE 600WASHINGTONDC20009N/APUBLIC CHARITYCHARITABLE$1,400
EPSTEIN HILLET SCHOOL
SIX COMMUNITY ROADMARBLEHEADMA01945N/APUBLIC CHARITYCHARITABLE$250
EXPLORATROIUM
PIER 15SAN FRANCISCOCA94111N/APUBLIC CHARITYCHARITABLE$500
FED OF JEWISH PHILANTHROPY
4200 PARK AVENUE SUITE 300BRIDGEPORTCT06604N/APUBLIC CHARITYCHARITABLE$5,000
FEEDING AMERICA
161 NORTH CLARK STREET SUITE 700CHICAGOIL60601N/APUBLIC CHARITYCHARITABLE$2,500
HADASSAH
40 WALL STREETNEW YORKNY10005N/APUBLIC CHARITYCHARITABLE$100
JEWISH COMMUNITY CENTER
240 LYNNFIELD STREETPEABODYMA01960N/APUBLIC CHARITYCHARITABLE$1,000
JEWISH COMMUNITY FEDERATION
121 STEUART STREETSAN FRANCISCOCA94105N/APUBLIC CHARITYCHARITABLE$500
JEWISH NATIONAL FUND
42 EAST 69TH STREETNEW YORKNY10021N/APUBLIC CHARITYCHARITABLE$500
JF & CS NORTH SHORE
1430 MAIN STREETWALTHAMMA02451N/APUBLIC CHARITYCHARITABLE$250
KQED
2601 MARIPOSA STREETSAN FRANCISCOCA94110N/APUBLIC CHARITYCHARITABLE$1,000
LAPPIN FOUNDATION
29 CONGRESS STREETSALEMMA01970N/APUBLIC CHARITYCHARITABLE$250
MAINE ADAPTIVE SPORTS
8 SUNDANCE LANENEWRYME04261N/APUBLIC CHARITYCHARITABLE$250
MASS AUDOBON SOCIETY
208 S GREAT ROADLINCOLNMA01773N/APUBLIC CHARITYCHARITABLE$100
METROPOLITAN OPERA
30 LINCOLN CENTER PLAZANEW YORKNY10023N/APUBLIC CHARITYCHARITABLE$500
MUSEUM OF SCIENCE
1 MUSEUM OF SCIENCE DRIVEWAYBOSTONMA02114N/APUBLIC CHARITYCHARITABLE$56,000
MY BROTHERS TABLE
98 WILLOW STREETLYNNMA01901N/APUBLIC CHARITYCHARITABLE$1,000
NATIONAL TAY SACKS
2001 BEACON STREET STUIE 204BRIGHTONMA02135N/APUBLIC CHARITYCHARITABLE$1,000
NATURE CONSERVANCY
4245 NORTH FAIRFAX DRIVE SUITE 100ARLINGTONVA22203N/APUBLIC CHARITYCHARITABLE$2,750
NO KID HUNGRY
1030 15TH STREET NW SUITE 1100W WASHINGTONDC20005N/APUBLIC CHARITYCHARITABLE$2,500
PEABODY ESSEX MUSEUM
161 ESSEX STREETSALEMMA01970N/APUBLIC CHARITYCHARITABLE$1,500
PINK AID
PO BOX 5157WESTPORTCT06881N/APUBLIC CHARITYCHARITABLE$2,500
PLANNED PARENTHOOD
123 WILLIAM STREET 10TH FLOORNEW YORKNY10038N/APUBLIC CHARITYCHARITABLE$1,000
SF-MARIN FOOD BANK
900 PENNSYLVANIA AVESAN FRANCISCOCA94107N/APUBLIC CHARITYCHARITABLE$250
SMILE TRAIN
633 3RD AVE 9TH FLOORNEW YORKNY10017N/APUBLIC CHARITYCHARITABLE$3,000
SPECIAL OLYMPICS
1133 19TH STREET NWWASHINGTONDC20036N/APUBLIC CHARITYCHARITABLE$250
SWIM ACROSS AMERICA
11600 N COMMUNITY HOUSE ROAD SUITECHARLOTTENC28277N/APUBLIC CHARITYCHARITABLE$100100
TEMPLE BETH SHOLOM
50 PAMELA ROADFRAMINGHAMMA01701N/APUBLIC CHARITYCHARITABLE$250
TEMPLE EMMANUEL
393 ATLANTIC AVENUEMARBLEHEADMA01945N/APUBLIC CHARITYCHARITABLE$500
TEMPLE ISRAEL
477 LONGWOOD AVENUEBOSTONMA02215N/APUBLIC CHARITYCHARITABLE$3,100
TEMPLE SHALOM
175 TEMPLE STREETWEST NEWTONMA02465N/APUBLIC CHARITYCHARITABLE$1,250
THE SAN FRANCISCO SCHOOL
300 GAVEN STREETSAN FRANCISCOCA94134N/APUBLIC CHARITYCHARITABLE$10,000
TRUSTEES OF THE RESERVATION
200 HIGH STREETBOSTONMA02110N/APUBLIC CHARITYCHARITABLE$100
UNIVERSITY OF ILLINOIS
1305 WEST GREEN STREETURBANAIL61801N/APUBLIC CHARITYCHARITABLE$1,000
UNIVERSITY OF PENNSYLVANIA
PO BOX 71332PHILADELPHIAPA19176N/APUBLIC CHARITYCHARITABLE$5,000
WBUR
890 COMMONWEALTH AVENUE THIRD FLOORBOSTONMA02215N/APUBLIC CHARITYCHARITABLE$500
WERS
120 BOYLSTON STREETBOSTONMA02116N/APUBLIC CHARITYCHARITABLE$250
WGBH EDUCATIONAL FOUNDATION
ONE GUEST STREETBOSTONMA02135N/APUBLIC CHARITYCHARITABLE$12,500
WOODS HOLE OCEANIOGRAPHIC INSTITUTE
86 WATER STREETFALMOUTHMA02543N/APUBLIC CHARITYCHARITABLE$2,500
WSHU
5151 PARK AVENUEFAIRFIELDCT06825N/APUBLIC CHARITYCHARITABLE$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$242,250TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$19ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$46,189ExclusionAmt

Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp

FieldValueIRS element (for citing)
Exclusion16ExclusionCd
Exclusion$198,870ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$10,171ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$234,907ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$234,907TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryCOLES & BODOIN, LLPCategoryTxt
Amt$6,000Amt
Net Investment Income$6,000NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp (10 entries)

PropertyPropertyDescAcquiredAcquiredDtCost Or Other BasisCostOrOtherBasisAmtPrior Year DepreciationPriorYearDepreciationAmtComputation MethodComputationMethodTxtLifeLifeRtCurrent Year ExpenseCurrentYearExpenseAmtNet Investment IncomeNetInvestmentIncomeAmt
BUILDING1964-01-01$95,407$95,407SL50.000000000000$0$0
ROOF1982-11-15$22,770$22,770SL15.000000000000$0$0
ROOF1994-07-01$13,040$13,040SL40.000000000000$0$0
HEATING & A/C UNITS1994-07-01$21,155$13,489SL40.000000000000$529$529
HEATING & A/C UNITS (FINAL PMT)1995-01-21$2,811$1,744SL40.000000000000$70$70
LAND1964-01-01$34,613L$0$0
BUILDING IMPROVEMENTS2009-09-01$106,681$28,148SL39.000000000000$2,735$2,735
TENANT IMPROVEMENTS2013-01-01$14,000$6,531SL15.000000000000$933$933
ROOF2019-07-01$33,116$389SL39.000000000000$849$849
SEWER DRAIN2019-07-01$74,852$2,495SL15.000000000000$4,990$4,990

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockMUTUAL FUNDSStockNm
EOY Book Value$1,614,831EOYBookValueAmt
EOYFMV$2,577,894EOYFMVAmt

Investments Land Schedule2 InvestmentsLandSchedule2

Investment Land InvestmentLandGrp (10 entries)

Category Or ItemCategoryOrItemTxtCost Or Other BasisCostOrOtherBasisAmtAccumulated DepreciationAccumulatedDepreciationAmtBook ValueBookValueAmt
BUILDING$95,407$95,407$0
ROOF$22,770$22,770$0
ROOF$13,040$13,040$0
HEATING & A/C UNITS$21,155$14,018$7,137
HEATING & A/C UNITS (FINAL PMT)$2,811$1,814$997
LAND$34,613$0$34,613
BUILDING IMPROVEMENTS$106,681$30,883$75,798
TENANT IMPROVEMENTS$14,000$7,464$6,536
ROOF$33,116$1,238$31,878
SEWER DRAIN$74,852$7,485$67,367

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescSECTION 4940 FEDERAL TAXES PAIDDesc
Amt$6,498Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT MANAGEMENT FEES$9,790$9,790$0
INSURANCE$8,636$8,636$0
BANK CHARGES$30$30$0

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescSECURITY DEPOSITSDesc
BOY Book Value$22,709BOYBookValueAmt
EOY Book Value$22,709EOYBookValueAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
REAL ESTATE TAXES - CITY OF BOSTON$61,490$61,490$0
MA FILING FEE$125$0$125