ROME CHARITABLE TRUST: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- ROME CHARITABLE TRUST (EIN 04-6017410)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-05-03
- IRS object ID
- 202131239349100813
- Schema version
- 2020v4.0
- 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
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-03T09:00:06-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 346565596 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 CLARENDON STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02116 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 046017410 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROME CHARITABLE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROME | BusinessNameControlTxt |
| Phone | 6177267286 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE BEACON ST 33RD FL | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02108 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | OFFICER | PersonNm |
| Person Title | TAX MANAGER | PersonTitleTxt |
| Phone | 6177267286 | PhoneNum |
| Signature | 2021-04-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LEON SPAIN | PreparerPersonNm |
| PTIN | P00586070 | PTIN |
| Phone | 6175879008 | PhoneNum |
| Preparation | 2021-04-29 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | 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 | $561,542 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $10,164 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $10,164 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $24,148 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $61,168 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $24,148 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $34,312 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $34,312 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $1,312 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $984 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $328 | 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 | $1,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $750 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $250 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,127 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,595 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $532 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| 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 | $185 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $139 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $47 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,624 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,468 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,157 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $20,946 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $20,946 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $25,570 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,468 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $22,103 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $8,742 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $30,844 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $4,220 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $16,971 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $16,971 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $179,674 | CorporateStockBOYAmt |
| Corporate Stock EOY | $175,662 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $544,571 | CorporateStockEOYFMVAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $183,894 | TotalAssetsBOYAmt |
| Total Assets EOY | $192,633 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $561,542 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $183,894 | CapitalStockBOYAmt |
| Capital Stock EOY | $192,633 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $183,894 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $192,633 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $183,894 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $192,633 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $183,894 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $8,742 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $192,636 | SubtotalAmt |
| Other Decreases | $3 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $192,633 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (32 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 94. AT&T INC | 2014-03-25 | 2020-03-19 | $2,967 | $3,261 | -$294 | -$294 | |
| 20. APPLE COMPUTER INC COM | 2014-03-25 | 2020-10-07 | $2,297 | $387 | $1,910 | $1,910 | |
| 25. BECTON DICKINSON & CO COM | 2017-12-29 | 2020-03-20 | $5,558 | $3,874 | $1,684 | $1,684 | |
| 25. CLOROX CO | 2018-05-25 | 2020-03-19 | $4,829 | $3,063 | $1,766 | $1,766 | |
| 50. COLGATE-PALMOLIVE COMPANY | 2006-04-27 | 2020-03-19 | $3,414 | $1,490 | $1,924 | $1,924 | |
| .05 COMMERCE BANCSHARES INC | 2012-01-03 | 2020-01-14 | $3 | $1 | $2 | $2 | |
| 25. DEERE & CO COM | 2012-07-03 | 2020-10-22 | $5,915 | $2,031 | $3,884 | $3,884 | |
| 100. EMERSON ELECTRIC CO COM | 2008-12-29 | 2020-03-19 | $4,568 | $3,423 | $1,145 | $1,145 | |
| 25. J P MORGAN CHASE & CO COM | 2012-03-15 | 2020-03-18 | $2,113 | $1,119 | $994 | $994 | |
| 5. METTLER-TOLEDO INTL INC COM | 2012-01-04 | 2020-10-07 | $5,026 | $759 | $4,267 | $4,267 | |
| 25. NIKE INC CL B COM | 2009-12-16 | 2020-10-07 | $3,243 | $405 | $2,838 | $2,838 | |
| 50. PROCTER & GAMBLE CO COM | 2007-12-20 | 2020-03-19 | $5,760 | $3,659 | $2,101 | $2,101 | |
| 75. STATE STREET CORP COM | 2006-04-27 | 2020-03-19 | $3,403 | $4,796 | -$1,393 | -$1,393 | |
| 25. TRUIST FINANCIAL CORP | 2018-11-08 | 2020-02-07 | $1,342 | $1,256 | $86 | $86 | |
| 75. TRUIST FINANCIAL CORP | 2018-11-08 | 2020-03-18 | $2,064 | $3,767 | -$1,703 | -$1,703 | |
| 35. VARIAN MEDS SYS INC | 2019-08-29 | 2020-10-07 | $6,018 | $3,729 | $2,289 | $2,289 | |
| CAPITAL GAIN DIVIDENDS | $2,648 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,648 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,648 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,648 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,648 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,648 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,648 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,648 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,648 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,648 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,648 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,648 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,648 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,648 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,648 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,648 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $24,148 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $429 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $429 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $429 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $74 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $74 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $355 | TaxDueAmt |
| 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 | BOSTON TRUST & INVESTMENT MGT CO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6177267286 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE BEACON ST33RD FL | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02108 | 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 | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| 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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| BOSTON TRUST INV MGMT CO | ||||||
| ONE BEACON ST 33RD FL | BOSTON | MA | 02108 | CO-TRUSTEE | 0 | $1,312 |
| JOAN ROME SUCCESSOR CO-TRUSTEE | ||||||
| 4117 GREAT MEADOW RD | DEDHAM | MA | 02026 | CO-TRUSTEE | 0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
| 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 | $499,892 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $499,892 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $499,892 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $7,498 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $492,394 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $24,620 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $24,620 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $429 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $429 | TotalTaxAmt |
| Distributable Before Adj | $24,191 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $24,191 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $24,191 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $22,103 | 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 | $22,103 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $22,103 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $24,191 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $20,945 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $22,103 | QualifyingDistributionsAmt |
| Applied To Year1 | $20,945 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,158 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $23,033 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (27 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| KEHILLATH ISRAEL | ||||||||
| MAIN OFFICE | 384 HARVARD STREET | BROOKLINE | MA | 02446 | NONE | PC | GENERAL SUPPORT | $1,047 |
| BOSTON UNIVERSITY | ||||||||
| OFC OF GIFT/ESTATE PLANG | 19 DEERFIELD STREET | BOSTON | MA | 02215 | NONE | PC | HIGHER EDUCATION | $419 |
| COMBINED JEWISH PHILANTHROPIES | ||||||||
| OF GREATER BOSTON | 126 HIGH STREET | BOSTON | MA | 02109 | NONE | PC | CARE FOR THE VULNERABLE | $2,095 |
| MUSEUM OF FINE ARTS | ||||||||
| 465 HUNTINGTON AVE | BOSTON | MA | 02115 | NONE | PC | PRESERVES REEMINENT | $115 | |
| BETH ISRAEL DEACONESS HOSPITAL | ||||||||
| OFFICE OF DEVELOPMENT | 330 BROOKLINE AVENUE | BOSTON | MA | 02215 | NONE | PC | HOSPITAL | $4,189 |
| JEWISH FAMILY & CHILDRENS SERVICE | ||||||||
| SERVICE | 1430 MAIN STREET | WALTHAM | MA | 02451 | NONE | PC | HUMAN SERVICE & HEALTH CARE | $1,047 |
| ARTHRITIS FOUNDATION | ||||||||
| 29 CRAFTS STREET | NEWTON | MA | 02458 | NONE | PC | IMPROVE LIVES VIA | $200 | |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | ||||||||
| PO BOX 845945 | BOSTON | MA | 022845945 | NONE | PC | MOBILIZE PEOPLE & RESOURCES | $500 | |
| TEMPLE BETH AVODAH | ||||||||
| 45 PUDDINGSTONE LANE | NEWTON | MA | 02459 | NONE | PC | RELIGIOUS | $1,000 | |
| ALZHEIMER'S ASSOC | ||||||||
| 480 PLEASANT STREET | WATERTOWN | MA | 02472 | NONE | PC | RESEARCH & CARE FOR | $300 | |
| PROJECT BREAD | ||||||||
| 145 BORDER STREET | EAST BOSTON | MA | 02128 | NONE | PC | ANTI-HUNGER ORGANIZATION | $521 | |
| HABITAT FOR HUMANITY | ||||||||
| 240 COMMERICAL STREET 4TH FLOOR | BOSTON | MA | 02128 | NONE | PC | DECENT PLACES FOR EVERYONE | $200 | |
| AMERICAN LUNG ASSOCIATION | ||||||||
| 460 TOTTEN POND ROAD 400 | WALTHAM | MA | 02451 | NONE | PC | EDUCATION RESEARCH & | $200 | |
| AMERICAN FRIENDS OF HEBREW UNIVERSITY | ||||||||
| ATTN RHONDA WAXMAN | 199 WATER STREET 11TH FLOOR | NEW YORK | NY | 10038 | NONE | PC | STRENGTHEN HEBREW | $1,257 |
| AMERICAN DIABETES ASSOC | ||||||||
| 1 BROMFIELD STREET | BOSTON | MA | 02108 | NONE | PC | PREVENT+CURE DIABETES & AID | $300 | |
| JEWISH NATIONAL FUND | ||||||||
| 77 FRANKLIN STREET SUITE 541 | BOSTON | MA | 02110 | NONE | PC | CARETAKER OF THE LAND OF | $200 | |
| MARCH OF DIMES | ||||||||
| 112 TURNPIKE ROAD 102 | WESTBOROUGH | MA | 01581 | NONE | PC | RESEARCH-SAVE BABIES FROM | $200 | |
| DOCTORS WITHOUT BORDERS | ||||||||
| 333 7TH AVENUE | NEW YORK | NY | 100015004 | NONE | PC | RELIEF/ VICTIMS ARMED OF | $200 | |
| SMILE TRAIN | ||||||||
| PO BOX 96231 | WASHINGTON | DC | 200906231 | NONE | PC | SOLVE CLEFT LIP AND PALATE | $200 | |
| AMERICAN HEART ASSOC | ||||||||
| 20 SPEEN STREET | FRAMINGHAM | MA | 01701 | NONE | PC | LIVES FREE OF HEART DISEASE | $200 | |
| MAKE A WISH | ||||||||
| ONE BULFINCH PLACE 2ND FLOOR | BOSTON | MA | 02114 | NONE | PC | GRANTS WISHES OF ILL | $200 | |
| SPECIAL OLYMPICS | ||||||||
| 512 FOREST STREET | MARLBOROUGH | MA | 01752 | NONE | PC | SPORTS-INDIVIDUALS W | $120 | |
| WORLD WILDLIFE FUND | ||||||||
| PO BOX 97180 | WASHINGTON | DC | 200907180 | NONE | PC | CONSERVATION OF NATURE | $100 | |
| NATIONAL JEWISH HEALTH | ||||||||
| 1400 JACKSON ST RM M116 | DENVER | CO | 80206 | NONE | PC | MEDICAL RESEARCH | $419 | |
| UNIVERSITY OF COLORADO CANCER CTR FUND | ||||||||
| 13001 E 17TH PLACE | AURORA | CO | 80045 | NONE | PC | CANCER RESEARCH | $628 | |
| HEBREW SENIOR LIFE | ||||||||
| 1200 CENTRE STREET | BOSTON | MA | 021311097 | NONE | PC | RESPECT & PROMOTE ELDER | $4,889 | |
| MADD | ||||||||
| 15 NEW ENGLAND EXECUTIVE PARK | BURLINGTON | MA | 01803 | NONE | PC | STOP DRUNK DRIVING | $200 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $20,946 | 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 |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $10,164 | 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 Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $24,148 | 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 | $34,312 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $34,312 | 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 | 11 | LineNumberTxt |
| Relationship Statement | REFUND | RelationshipStatementTxt |
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 (NON-ALLOC | CategoryTxt |
| Amt | $1,000 | Amt |
| Net Investment Income | $750 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $250 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING | Desc |
| Amt | $3 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER ALLOCABLE EXPENSE-PRINCI | $150 | $113 | $38 |
| OTHER NON-ALLOCABLE EXPENSE - | $35 | $26 | $9 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER EXPENSE (NON-DEDUCTIBLE | CategoryTxt |
| Amt | $2,127 | Amt |
| Net Investment Income | $1,595 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $532 | DisbursementsCharitablePrpsAmt |