MELVIN S CUTLER CHARITABLE FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- MELVIN S CUTLER CHARITABLE FOUNDATION (EIN 04-2733957)
- Tax period
- 2020-08-01 to 2021-07-31
- Filed
- 2021-12-07
- IRS object ID
- 202133419349100403
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-12-07T08:58:17-06:00 | ReturnTs |
| Tax Period End | 2021-07-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042687094 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREENBERG ROSENBLATT KULL & BITSOLI PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 306 MAIN STREET SUITE 400 | AddressLine1Txt |
| City | WORCESTER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 016150034 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-08-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042733957 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MELVIN S CUTLER CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O GREENBERGROSENBLATT KULL & BITSOLI | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MELV | BusinessNameControlTxt |
| Phone | 5087910901 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 306 MAIN STREET NO 400 | AddressLine1Txt |
| City | WORCESTER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 016150034 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MELVIN S CUTLER | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 5087910901 | PhoneNum |
| Signature | 2021-10-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MELVIN | PersonFirstNm |
| Person Last | CUTLER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL J HAYES CPA | PreparerPersonNm |
| PTIN | P00162301 | PTIN |
| Phone | 5087910901 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| 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 | $12,562,840 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $870,200 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $408,204 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $408,204 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $195,943 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,940,018 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $195,943 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $14,214 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $14,214 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,488,561 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $618,361 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $10,320 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,156 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,156 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $74,574 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $74,574 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $7,490 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $242 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $18,568 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $18,281 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $117,108 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $99,253 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $517,233 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $517,233 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $634,341 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $99,253 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $517,233 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $854,220 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $519,108 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,031,195 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $267,742 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $267,742 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $100,000 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $100,000 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $100,000 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $100,000 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $6,174,956 | CorporateStockBOYAmt |
| Corporate Stock EOY | $8,652,887 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $10,159,451 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,719,424 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,416,561 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,602,459 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $981,819 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $429,715 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $433,188 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $879 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $10,008,273 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,866,905 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $12,562,840 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $4,412 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,412 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $10,008,273 | CapitalStockBOYAmt |
| Capital Stock EOY | $10,862,493 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,008,273 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,862,493 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,008,273 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,866,905 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,008,273 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $854,220 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $10,862,493 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $10,862,493 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (50 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| DISCOVER BANK 2.75% 8/3/20 | P | 2018-07-26 | 2020-08-03 | $25,000 | $24,925 | $75 | $75 |
| MORGAN STANLEY BANK 2.55% 8/14/20 | P | 2019-03-19 | 2020-08-14 | $25,000 | $25,000 | $0 | $0 |
| HANNON ARMSTRONG SUSTAINABLE INFRASTRUCTURE | P | 2018-09-24 | 2020-08-21 | $154,058 | $98,000 | $56,058 | $56,058 |
| CARRIAGE SERVICES INC | P | 2014-09-15 | 2020-09-09 | $175,972 | $156,777 | $19,195 | $19,195 |
| CARRIAGE SERVICES INC | P | 2016-03-14 | 2020-09-09 | $30,340 | $27,030 | $3,310 | $3,310 |
| SAMPRA ENERGY PFD SER A | P | 2020-03-17 | 2020-10-16 | $104,538 | $84,218 | $20,320 | $20,320 |
| WELLS FARGO CD 3.05% 11/9/20 | P | 2019-02-21 | 2020-11-09 | $25,000 | $24,931 | $69 | $69 |
| WELLS FARGO CD 3.05% 11/9/20 | P | 2019-10-07 | 2020-11-09 | $25,000 | $25,069 | -$69 | -$69 |
| CAPITAL ONE NATL ASSN MCLEAN 1.55% 11/9/20 | P | 2019-08-19 | 2020-11-09 | $25,000 | $24,902 | $98 | $98 |
| KEYCORP | P | 2019-03-21 | 2020-11-10 | $23,027 | $24,087 | -$1,060 | -$1,060 |
| KEYCORP | P | 2019-05-28 | 2020-11-10 | $23,027 | $24,642 | -$1,615 | -$1,615 |
| FIRST MERCHANT BK CD 1.75% 11/16/20 | P | 2019-03-19 | 2020-11-16 | $25,000 | $24,669 | $331 | $331 |
| VIATRIS INC | P | 2020-11-16 | 2020-11-24 | $11 | $9 | $2 | $2 |
| EQUITY COMMONWEALTH | P | 2020-07-21 | 2021-01-14 | $27,359 | $31,746 | -$4,387 | -$4,387 |
| MORGAN STANLEY BANK 2.65% 2/8/21 | P | 2019-03-19 | 2021-02-08 | $50,000 | $50,000 | $0 | $0 |
| MORGAN STANLEY BANK 1.7% 2/12/21 | P | 2020-03-13 | 2021-02-12 | $25,000 | $25,021 | -$21 | -$21 |
| MORGAN STANLEY BANK 2.65% 2/22/21 | P | 2019-02-28 | 2021-02-22 | $25,000 | $24,963 | $37 | $37 |
| LUKA ST BK CD 2.55% 2/26/21 | P | 2019-03-27 | 2021-02-26 | $25,000 | $25,001 | -$1 | -$1 |
| BANK HAPOALIM CD 1.6% 3/4/21 | P | 2020-03-05 | 2021-03-04 | $50,000 | $50,249 | -$249 | -$249 |
| BMW BANK OF NORTH AMERICA 2.6% 3/9/21 | P | 2020-03-19 | 2021-03-09 | $25,000 | $25,133 | -$133 | -$133 |
| WELLS FARGO NATL BK 1.65% 3/10/21 | P | 2020-03-26 | 2021-03-10 | $50,000 | $49,992 | $8 | $8 |
| BUNGE LIMITED | P | 2013-06-06 | 2021-03-30 | $69,001 | $60,880 | $8,121 | $8,121 |
| BUNGE LIMITED | P | 2013-07-01 | 2021-03-30 | $46,001 | $40,405 | $5,596 | $5,596 |
| NATIONAL HEALTH INVESTORS 3.25% 4/1/21 | P | 2014-03-31 | 2021-04-05 | $16,529 | $14,909 | $1,620 | $1,620 |
| NATIONAL HEALTH INVESTORS 3.25% 4/1/21 | P | 2014-04-04 | 2021-04-05 | $11,020 | $9,917 | $1,103 | $1,103 |
| NATIONAL HEALTH INVESTORS 3.25% 4/1/21 | P | 2014-05-06 | 2021-04-05 | $220,390 | $201,593 | $18,797 | $18,797 |
| NATIONAL HEALTH INVESTORS 3.25% 4/1/21 | P | 2015-05-07 | 2021-04-05 | $27,549 | $25,739 | $1,810 | $1,810 |
| NATIONAL HEALTH INVESTORS 3.25% 4/1/21 | P | 2015-06-30 | 2021-04-05 | $55,098 | $49,473 | $5,625 | $5,625 |
| NATIONAL HEALTH INVESTORS 3.25% 4/1/21 | P | 2015-07-15 | 2021-04-05 | $82,646 | $75,097 | $7,549 | $7,549 |
| NATIONAL HEALTH INVESTORS 3.25% 4/1/21 | P | 2015-07-23 | 2021-04-05 | $27,549 | $25,066 | $2,483 | $2,483 |
| VALLEY NATL BK CD 1.25% 4/8/21 | P | 2020-04-09 | 2021-04-08 | $25,000 | $25,010 | -$10 | -$10 |
| NEW YORK COMM BANCORP TR V | P | 2014-03-21 | 2021-04-13 | $4,605 | $4,423 | $182 | $182 |
| NEW YORK COMM BANCORP TR V | P | 2014-04-30 | 2021-04-13 | $152 | $146 | $6 | $6 |
| NEW YORK COMM BANCORP TR V | P | 2015-07-13 | 2021-04-13 | $11,385 | $11,517 | -$132 | -$132 |
| SOUTH JERSEY INDUSTRIES INC | P | 2020-03-06 | 2021-04-16 | $2 | $3 | -$1 | -$1 |
| GOLDMAN SACHS GROUP CD 2.2% 5/6/21 | P | 2019-08-19 | 2021-05-06 | $25,000 | $24,993 | $7 | $7 |
| GOLDMAN SACHS GROUP CD 2.9% 5/1/21 | P | 2019-04-19 | 2021-05-10 | $25,000 | $25,079 | -$79 | -$79 |
| BMW BANK OF NORTH AMERICA 2.4% 5/10/21 | P | 2019-06-20 | 2021-05-10 | $25,000 | $25,012 | -$12 | -$12 |
| AMERICAN EXPRESS CENTURION 2.2% 5/10/21 | P | 2020-03-13 | 2021-05-10 | $25,000 | $25,077 | -$77 | -$77 |
| GOLDMAN SACHS GROUP CD 1.6% 5/11/21 | P | 2019-05-01 | 2021-05-11 | $25,000 | $24,487 | $513 | $513 |
| ISRAEL BOND 7TH JUBILEE 4.19% 5/1/21 | P | 2013-06-06 | 2021-05-27 | $25,000 | $25,000 | $0 | $0 |
| FIRST LONG ISLAND CORP | P | 2018-12-21 | 2021-07-16 | $32,040 | $29,115 | $2,925 | $2,925 |
| FIRST LONG ISLAND CORP | P | 2020-10-13 | 2021-07-16 | $32,040 | $24,153 | $7,887 | $7,887 |
| FIRST LONG ISLAND CORP | P | 2020-10-20 | 2021-07-16 | $21,360 | $16,300 | $5,060 | $5,060 |
| FIRST LONG ISLAND CORP | P | 2020-11-06 | 2021-06-16 | $21,360 | $15,309 | $6,051 | $6,051 |
| FIRST LONG ISLAND CORP | P | 2020-11-12 | 2021-07-16 | $21,360 | $16,733 | $4,627 | $4,627 |
| FORTIVE CORPORATION | P | 2019-09-30 | 2021-07-19 | $23 | $22 | $1 | $1 |
| BUNGE LIMITED | P | 2013-07-01 | 2021-07-28 | $70,636 | $60,607 | $10,029 | $10,029 |
| BUNGE LIMITED | P | 2014-06-05 | 2021-07-28 | $47,091 | $41,646 | $5,445 | $5,445 |
| CAPITAL GAINS DIVIDENDS | P | $8,849 | $8,849 | $8,849 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $195,943 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,216 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $7,216 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $7,216 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,800 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,800 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $4,416 | TaxDueAmt |
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 |
| Individual With Books | TRUSTEE | IndividualWithBooksNm |
| Phone | 5087910901 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 306 MAIN STREET | AddressLine1Txt |
| City | WORCESTER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 016150034 | 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 | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| MELVIN S CUTLER | ||||||||
| PO BOX 16903 | CLEARWATER | FL | 337666903 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| FREDERIC MULLIGAN | ||||||||
| C/O CUTLER ASSOC PO BOX 15049 | WORCESTER | MA | 01615 | TRUSTEE | 1.00 | $1,720 | $0 | $0 |
| DOUGLAS CUTLER | ||||||||
| 1440 SE 15TH STREET | FORT LAUDERDALE | FL | 33316 | TRUSTEE | 1.00 | $1,720 | $0 | $0 |
| ELIZABETH J CUTLER | ||||||||
| PO BOX 96 | EAST ORLAND | ME | 044310096 | TRUSTEE | 1.00 | $1,720 | $0 | $0 |
| ROBERT ADLER | ||||||||
| C/O SEDER CHANDLER 339 MAIN ST | WORCESTER | MA | 01608 | TRUSTEE | 1.00 | $1,720 | $0 | $0 |
| BARBARA CROSBIE | ||||||||
| C/O CUTLER CAPITAL MGMT 306 MAIN ST | WORCESTER | MA | 016081518 | BOARD SECRETARY | 1.00 | $1,720 | $0 | $0 |
| KELLY CUTLER | ||||||||
| C/O CCM 306 MAIN STREET 2ND FL | WORCESTER | MA | 01615 | TRUSTEE | 1.00 | $1,720 | $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
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CUTLER CAPITAL MANAGEMENT LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 306 MAIN STREET | AddressLine1Txt |
| City | WORCESTER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01608 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | MANAGEMENT FEES | ServiceTypeTxt |
| Compensation | $74,574 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $10,818,914 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $458,755 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $100,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,377,669 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $11,377,669 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $170,665 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,207,004 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $560,350 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $560,350 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,216 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,216 | TotalTaxAmt |
| Distributable Before Adj | $553,134 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $553,134 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $553,134 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $517,233 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $517,233 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $517,233 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $553,134 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $179,105 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $55,264 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $261,382 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $238,003 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $733,754 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $517,233 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $517,233 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $35,901 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $35,901 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $697,853 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $697,853 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $143,204 | ExcessFromYear4Amt |
| Excess From Year3 | $55,264 | ExcessFromYear3Amt |
| Excess From Year2 | $261,382 | ExcessFromYear2Amt |
| Excess From Year1 | $238,003 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MELVIN S CUTLER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (51 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 147 SMALL GRANTS EACH UNDER 1000 ALL TO PUBLIC CHARITIES | |||||||
| 306 MAIN ST | WORCESTER | MA | 01615 | NONE | OTHER PUBLIC CHARITY | GENERAL | $18,053 |
| AISH CAMPUS BOSTON | |||||||
| 14 EMBASSY RD | BRIGHTON | MA | 02135 | NONE | OTHER PUBLIC CHARITY | GENERAL | $19,800 |
| AMERICAN FRIENDS OF NATAL INC | |||||||
| 1120 AVENUE OF THE AMERICAS | RENSSELAER | NY | 10036 | NONE | OTHER PUBLIC CHARITY | GENERAL | $9,000 |
| AMERICAN ISRAEL EDUCATION FOUNDATION | |||||||
| CALVERT STATION | WASHINGTON | DC | 20007 | NONE | OTHER PUBLIC CHARITY | GENERAL | $75,000 |
| AMERICAN SUPPORT FOR ISRAEL | |||||||
| PO BOX 3565 | WASHINGTON | DC | 20007 | NONE | OTHER PUBLIC CHARITY | GENERAL | $25,800 |
| CHABAD LUBAVITCH OF CENTRAL MASS | |||||||
| 22 NEWTON AVE | WORCESTER | MA | 01602 | NONE | OTHER PUBLIC CHARITY | GENERAL | $11,800 |
| CHABAD OF HARBOR BEACH | |||||||
| 1093 SE 17TH ST | FORT LAUDERDALE | FL | 33316 | NONE | OTHER PUBLIC CHARITY | GENERAL | $1,800 |
| CHABAD OF UMASS MEDICAL SCHOOL | |||||||
| PLANTATION ST | WORCESTER | MA | 01615 | NONE | OTHER PUBLIC CHARITY | GENERAL | $1,800 |
| CONCORD LAND CONSERVATION TRUST | |||||||
| SUDBURY RD | CONCORD MA | MA | 01742 | NONE | OTHER PUBLIC CHARITY | GENERAL | $1,800 |
| CONGREGATION BETH EL | |||||||
| 105 HUDSON RD | SUDBURY | MA | 01776 | NONE | OTHER PUBLIC CHARITY | GENERAL | $2,100 |
| ECOTARIUM | |||||||
| 222 HARRINGTON WAY | WORCESTER | MA | 01604 | NONE | OTHER PUBLIC CHARITY | GENERAL | $1,000 |
| FRIENDS OF UNITED HATZALAH | |||||||
| 208 EAST 51ST STREET SUITE 303 | NEW YORK | NY | 10022 | NONE | OTHER PUBLIC CHARITY | GENERAL | $54,000 |
| GENESIS CLUB INC | |||||||
| 274 LINCOLN ST | WORCESTER | MA | 01605 | NONE | OTHER PUBLIC CHARITY | GENERAL | $12,100 |
| HERITAGE HOUSE | |||||||
| 2410 115TH STREET | RICHMOND HILL | NY | 11418 | NONE | OTHER PUBLIC CHARITY | GENERAL | $3,600 |
| HOLOCAUST & HUMAN RIGHTS CENTER OF MAINE | |||||||
| 46 UNIVERSITY DR | AUGUSTA | ME | 04330 | NONE | OTHER PUBLIC CHARITY | GENERAL | $3,600 |
| IMPACT ISRAEL | |||||||
| 4340 E W HWY 202 | BETHESDA | MD | 20814 | NONE | OTHER PUBLIC CHARITY | GENERAL | $6,000 |
| ISEF FOUNDATION | |||||||
| 520 EIGHTH AVENUE 4TH FLOOR | NEW YORK | NY | 10018 | NONE | OTHER PUBLIC CHARITY | GENERAL | $24,000 |
| JEWISH FEDERATION OF CENTRAL MASS | |||||||
| 633 SALISBURY ST | WORCESTER | MA | 01609 | NONE | OTHER PUBLIC CHARITY | GENERAL | $78,500 |
| JEWISH FEDERATION OF PINELLAS & PASCO COUNTY | |||||||
| 13191 STARKEY ROAD SUITE 8 | LARGO | FL | 33773 | NONE | OTHER PUBLIC CHARITY | GENERAL | $16,200 |
| JEWISH HEALTHCARE CENTER | |||||||
| 633 SALISBURY ST | WORCESTER | MA | 01609 | NONE | OTHER PUBLIC CHARITY | GENERAL | $1,100 |
| JEWISH HERITAGE MOVEMENT | |||||||
| 14 UXBRIDGE ST | STATEN ISLAND | NY | 10314 | NONE | OTHER PUBLIC CHARITY | GENERAL | $1,800 |
| JEWISH NATIONAL FUND | |||||||
| 42 E 69TH ST | NEW YORK | NY | 10021 | NONE | OTHER PUBLIC CHARITY | GENERAL | $18,000 |
| JEWISH NATIONAL FUND GREEN HORIZONS | |||||||
| 42 EAST 69TH ST | NEW YORK | NY | 10021 | NONE | OTHER PUBLIC CHARITY | GENERAL | $25,000 |
| MASS AUDUBON BROAD MEADOW BROOK CENTER | |||||||
| 208 SOUTH GREAT ROAD | LINCOLN | MA | 01773 | NONE | OTHER PUBLIC CHARITY | GENERAL | $1,800 |
| METROPLOITAN MINISTRIES | |||||||
| 2002 N FLORIDA AVE | TAMPA | FL | 33602 | NONE | OTHER PUBLIC CHARITY | GENERAL | $1,900 |
| MUSIC WORCESTER | |||||||
| MAIN STREET | WORCESTER | MA | 01615 | NONE | OTHER PUBLIC CHARITY | GENERAL | $2,600 |
| NCSY | |||||||
| 11 BROADWAY | NEW YORK | NY | 10004 | NONE | OTHER PUBLIC CHARITY | GENERAL | $3,600 |
| NOTRE DAME HEALTH CARE | |||||||
| 559 PLANTATION ST 555 | WORCESTER | MA | 01605 | NONE | OTHER PUBLIC CHARITY | GENRAL | $1,350 |
| OHEL AVRAHAM | |||||||
| P O BOX 95016 | PALATINE | IL | 60095 | NONE | OTHER PUBLIC CHARITY | GENERAL | $6,000 |
| PEF ISRAEL ENDOWMENT FUND | |||||||
| 630 THIRD AVE RM 1500 | NEW YORK | NY | 10017 | NONE | OTHER PUBLIC CHARITY | GENERAL | $15,000 |
| RAINBOW CHILD DEVELOPMENT CENTER | |||||||
| 10 EDWARD ST | WORCESTER | MA | 01605 | NONE | OTHER PUBLIC CHARITY | GENRAL | $2,000 |
| ST JOHN'S FOOD FOR THE POOR CENTER | |||||||
| 44 TEMPLE ST | WORCESTER | MA | 01604 | NONE | OTHER PUBLIC CHARITY | GENERAL | $2,000 |
| TEMPLE AHAVAT SHALOM | |||||||
| 18200 RINALDI PL | NORTHRIDGE | CA | 91326 | NONE | OTHER PUBLIC CHARITY | GENERAL | $1,980 |
| TEMPLE EMANUEL SINAI | |||||||
| 661 SALISBURY ST | WORCESTER | MA | 01609 | NONE | OTHER PUBLIC CHARITY | GENERAL | $1,800 |
| WATER4 MERCY | |||||||
| 3026 OAKMONT DR | CLEARWATER | FL | 33761 | NONE | OTHER PUBLIC CHARITY | GENERAL | $1,800 |
| WORCESTER ART MUSEUM | |||||||
| 55 SALISBURY ST | WORCESTER | MA | 01609 | NONE | OTHER PUBLIC CHARITY | GENERAL | $1,200 |
| WORCESTER PUBLIC LIBRARY FOUNDATION | |||||||
| SALEM ST | WORCESTER | MA | 01609 | NONE | OTHER PUBLIC CHARITY | GENERAL | $4,600 |
| WORCESTER STATE FOUNDATION INC | |||||||
| 486 CHANDLER ST | WORCESTER | MA | 01602 | NONE | OTHER PUBLIC CHARITY | GENERAL | $1,700 |
| YMCA OF CENTRAL MA | |||||||
| 766 MAIN ST | WORCESTER | MA | 01610 | NONE | OTHER PUBLIC CHARITY | GENERAL | $1,500 |
| BIG BROTHER BIG SISTER OF CENTRAL MASS | |||||||
| 484 MAIN ST SUITE 360 | WORCESTER | MA | 01608 | NONE | OTHER PUBLIC CHARITY | GENERAL | $1,800 |
| CONGREGATTION BETH EL FOOD PANTRY | |||||||
| 105 HUDSON RD | SUDBURY | MA | 01776 | NONE | OTHER PUBLIC CHARITY | GENERAL | $3,600 |
| COPPERHEAD CHARITIES INC | |||||||
| 36750 US HIGHWAY 19 NORTH | PALM HARBOR | FL | 34684 | NONE | OTHER PUBLIC CHARITY | GENERAL | $12,700 |
| HEALING HEART HOUSE | |||||||
| 2595 N MANNING ROAD | EL RENO | OK | 73036 | NONE | OTHER PUBLIC CHARITY | GENERAL | $1,800 |
| OLD STURBRIDGE VILLAGE | |||||||
| 1 OLD STURBRIDGE VILLAGE RD | STURBRIDGE | MA | 01566 | NONE | OTHER PUBLIC CHARITY | GENERAL | $3,700 |
| THE CONCORD COALITION TO END HOMELESSNESS | |||||||
| 238 NORTH MAIN STREET | CONCORD | NH | 03301 | NONE | OTHER PUBLIC CHARITY | GENERAL | $1,100 |
| THE GRADUATE CENTER FOUNDATION | |||||||
| 365 FIFTH AVENUE 8TH FLOOR | NEW YORK | NY | 10016 | NONE | OTHER PUBLIC CHARITY | GENERAL | $1,800 |
| THE HOLOCAUST DOCUMENTATION & EDUCATION CENTER | |||||||
| 303 N FEDERAL HWY | DANIA BEACH | FL | 33004 | NONE | OTHER PUBLIC CHARITY | GENERAL | $1,800 |
| UMASS MEDICAL SCHOOL | |||||||
| 333 SOUTH ST 4TH FLOOR | SHREWSBURY | MA | 01545 | NONE | OTHER PUBLIC CHARITY | GENERAL | $21,650 |
| UMASS MEMORIAL HEALTH CARE | |||||||
| 306 BELMONT STREET | WORCESTER | MA | 01604 | NONE | OTHER PUBLIC CHARITY | GENERAL | $1,800 |
| UMASS MEMORIAL MEDICAL CENTER | |||||||
| 306 BELMONT STREET | WORCESTER | MA | 01604 | NONE | OTHER PUBLIC CHARITY | GENERAL | $1,800 |
| WESTMINSTER COMMUNITY FOOD PANTRY | |||||||
| P O BOX 477 | WESTMINSTER | MA | 01473 | NONE | OTHER PUBLIC CHARITY | GENERAL | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $517,233 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $408,204 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $14,214 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $195,943 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $618,361 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $618,361 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| MELVIN S CUTLER | ||||||
| 1 | PO BOX 16903 | CLEARWATER | FL | 33766 | $436,300 | Yes (X) |
| MELVIN S CUTLER | ||||||
| 2 | PO BOX 16903 | CLEARWATER | FL | 33766 | $433,900 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 5,000 SHARES SOUTH STATE CORPORATION | $436,300 | 2021-03-09 |
| 2 | 10,000 SHARES HANCOCK WHITNEY CORPORATION | $433,900 | 2021-03-11 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $6,156 | Amt |
| Net Investment Income | $6,156 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | BONDS | BondNm |
| EOY Book Value | $1,416,561 | EOYBookValueAmt |
| EOYFMV | $1,602,459 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | STOCKS | StockNm |
| EOY Book Value | $8,652,887 | EOYBookValueAmt |
| EOYFMV | $10,159,451 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | OTHER | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $429,715 | BookValueAmt |
| EOYFMV | $433,188 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAXES RECEIVABLE | Desc |
| BOY Book Value | $879 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MASS FILING FEE | $125 | $125 | $0 |
| BANK SERVICE CHARGES | $685 | $685 | $0 |
| ADR FEES | $33 | $33 | $0 |
| OFFICE SUPPLIES | $287 | $0 | $0 |
| ENABLE MAINSTREAM PARTNERS K-1 | $17,438 | $17,438 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| SETTLEMENT FUNDS | $6,848 | $6,848 | $6,848 |
| OTHER INCOME | $7,366 | $7,366 | $7,366 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAXES PAYABLE | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $4,412 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $74,574 | Amt |
| Net Investment Income | $74,574 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL | $7,248 | $0 | $0 |
| FOREIGN TAX | $242 | $242 | $0 |