MARIA TOROK FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- MARIA TOROK FOUNDATION INC (EIN 22-3555424)
- Tax period
- 2019-10-01 to 2020-09-30
- Filed
- 2021-01-15
- IRS object ID
- 202140159349100104
- Schema version
- 2019v5.1
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-01-15T10:46:27-06:00 | ReturnTs |
| Tax Period End | 2020-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042106505 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NUTTER MCCLENNEN & FISH LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | SEAPORT WEST 155 SEAPORT BLVD | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 022102604 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 223555424 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARIA TOROK FOUNDATION #0738518 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MARI | BusinessNameControlTxt |
| Phone | 6174392276 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | NUTTER MCCLENNEN FISH LLP POB 514 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02205 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THOMAS P JALKUT | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 6174392276 | PhoneNum |
| Signature | 2021-01-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| PTIN | P00567473 | PTIN |
| Phone | 6174392503 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $6,553,401 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $2,105 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,105 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $150,474 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $150,474 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $85,911 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $488,349 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $64,179 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $238,490 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $216,758 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $42,995 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $32,247 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $10,748 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $49,020 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $36,765 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $12,255 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $8,213 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,849 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $70 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $70 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $100,298 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $70,861 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $23,073 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $300,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $300,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $400,298 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $70,861 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $323,073 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$161,808 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $145,897 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $500 | CashBOYAmt |
| Cash EOY | $15,500 | CashEOYAmt |
| Cash EOYFMV | $15,500 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $235,316 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $289,877 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $289,877 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $229,682 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $129,916 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $130,702 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,907,485 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,967,934 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,016,560 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $707,251 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $707,163 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $773,643 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $901,779 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $709,754 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,327,119 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,982,013 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,820,144 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,553,401 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $100,000 | CapitalStockBOYAmt |
| Capital Stock EOY | $100,000 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $3,882,013 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,720,144 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,982,013 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,820,144 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,982,013 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,820,144 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,982,013 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$161,808 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,820,205 | SubtotalAmt |
| Other Decreases | $61 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,820,144 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 700 SHS DISNEY WALT CO | P | 2004-01-23 | 2020-05-11 | $73,130 | $15,873 | $57,257 | $57,257 |
| 300 SHS FORTIVE CORP | P | 2006-08-10 | 2020-01-13 | $23,445 | $4,667 | $18,778 | $18,778 |
| 200 SHS FORTIVE CORP | P | 2009-12-30 | 2020-01-13 | $15,630 | $3,727 | $11,903 | $11,903 |
| 1200 SHS I-SHARES MSCI EAFE ETF | P | 2005-05-09 | 2020-04-09 | $64,787 | $63,236 | $1,551 | $1,551 |
| 1800 SHS I-SHARES MSCI EAFE ETF | P | 2006-06-22 | 2020-04-09 | $97,180 | $112,658 | -$15,478 | -$15,478 |
| 900 SHS I-SHARES MSCI EAFE ETF | P | 2007-01-26 | 2020-04-09 | $48,590 | $66,131 | -$17,541 | -$17,541 |
| 500 SHS SCHLUMBERGER LTD | P | 2013-12-05 | 2020-01-13 | $19,500 | $43,915 | -$24,415 | -$24,415 |
| 300 SHS UNITED TECHNOLOGIES CORP | P | 2004-01-23 | 2020-01-13 | $46,087 | $14,197 | $31,890 | $31,890 |
| U.S TREASURY NOTE | P | 2013-12-12 | 2020-08-31 | $100,000 | $99,766 | $234 | $234 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $64,179 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $310,298 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $6,592,355 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.047069 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $320,786 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $6,733,391 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.047641 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $314,817 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $6,307,453 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.049912 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $311,467 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $6,040,871 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.051560 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $298,618 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $6,221,885 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.047995 | DistributionYr5Rt |
| Total Distribution | 0.244177 | TotalDistributionRt |
| Average Distribution | 0.048835 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $6,460,995 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $315,523 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,459 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $316,982 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $323,073 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $1,459 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,459 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,459 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,800 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $7,800 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $6,341 | OverpaymentAmt |
| Applied To ES Tax | $6,341 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | NUTTER MCCLENNEN FISH LLP | IndividualWithBooksNm |
| Phone | 6174392000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | SEAPORT WEST 155 SEAPORT BLVD | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 022102604 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 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 |
|---|---|---|---|---|---|---|---|---|
| THOMAS P JALKUT | ||||||||
| 155 SEAPORT BLVD | BOSTON | MA | 02210 | PRES./DIRECTOR | 0.00 | $0 | $0 | $0 |
| CAROL J TSAO | ||||||||
| 155 SEAPORT BLVD | BOSTON | MA | 02210 | VICE-PRES./DIRECTOR | 0.00 | $0 | $0 | $0 |
| JULIA S COSENTINO | ||||||||
| 155 SEAPORT BLVD | BOSTON | MA | 02210 | TREAS./DIRECTOR | 0.00 | $0 | $0 | $0 |
| JOHN P DOUGHERTY | ||||||||
| 155 SEAPORT BLVD | BOSTON | MA | 02210 | VICE-PRES./DIRECTOR | 0.00 | $0 | $0 | $0 |
| JEFFREY W ROBERTS | ||||||||
| 155 SEAPORT BLVD | BOSTON | MA | 02210 | CLERK/DIRECTOR | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $6,265,419 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $293,967 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,559,386 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,559,386 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $98,391 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,460,995 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $323,050 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $323,050 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,459 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,459 | TotalTaxAmt |
| Distributable Before Adj | $321,591 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $321,591 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $321,591 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $323,073 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $323,073 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,459 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $321,614 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $321,591 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $299,178 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $323,073 | QualifyingDistributionsAmt |
| Applied To Year1 | $299,178 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $23,895 | 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 | $297,696 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | THOMAS P JALKUT | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O NUTTER MCCLENNEN FISH 155 | AddressLine1Txt |
| Address Line2 | SEAPORT BLVD | AddressLine2Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02210 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6174392000 | RecipientPhoneNum |
| Form And Info And Materials | LETTER DESCRIBING ORGANIZATION AND CHARITABLE PURPOSE | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | AWARDS ARE GRANTED FOR ANY CIVIC, EDUCATIONAL, CHARITABLE OR BENEVOLENT PURPOSE. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AGEWELL WEST ROXBURY | |||||||
| 555 AMORY STREET | JAMAICA PLAIN | MA | 02130 | N/A | PUBLIC | GENERAL FUND | $25,000 |
| AIDS ACTION COMMITTEE | |||||||
| 75 AMORY STREET | BOSTON | MA | 02119 | N/A | PUBLIC | GENERAL FUND | $25,000 |
| AMERICAN CONTRACT BRIDGE LEAGUE EDUCATIONAL FOUNDATION | |||||||
| 6575 WINDCHASE BLVD | HORN LAKE | MS | 38637 | N/A | PUBLIC | GENERAL FUND | $3,000 |
| CAMBRIDGE ARTS COUNCIL FUND | |||||||
| 344 BROADWAY | CAMBRIDGE | MA | 02139 | N/A | PUBLIC | GENERAL FUND | $5,000 |
| CAMBRIDGE COMMUNITY CENTER | |||||||
| 5 CALLENDER STREET | CAMBRIDGE | MA | 02139 | N/A | PUBLIC | GENERAL FUND | $10,000 |
| CAMBRIDGE HEALTH ALLIANCE | |||||||
| 1493 CAMBRIDGE ST | CAMBRIDGE | MA | 02139 | N/A | PUBLIC | GENERAL FUND | $10,000 |
| CAMBRIDGE PUBLIC LIBRARY FOUNDATION | |||||||
| 449 BROADWAY | CAMBRIDGE | MA | 02138 | N/A | PUBLIC | GENERAL FUND | $10,000 |
| DE NOVO CENTER FOR JUSTICE AND HEALING | |||||||
| 47 THORNDIKE STREET | CAMBRIDGE | MA | 02141 | N/A | PUBLIC | GENERAL FUND | $27,500 |
| FRIENDSHIP WORKSINC | |||||||
| 105 CHAUNCY STREET | BOSTON | MA | 02111 | N/A | PUBLIC | GENERAL FUND | $25,000 |
| MAB COMMUNITY SERVICES INC | |||||||
| 200 IVY STREET | BROOKLINE | MA | 02446 | N/A | PUBLIC | GENERAL FUND | $15,000 |
| MOUNT AUBURN HOSPITAL | |||||||
| 330 MOUNT AUBURN STREET | CAMBRIDGE | MA | 02138 | N/A | PUBLIC | GENERAL FUND | $20,000 |
| PERKINS SCHOOL FOR THE BLIND | |||||||
| 175 NORTH BEACON STREET | WATERTOWN | MA | 02472 | N/A | PUBLIC | GENERAL FUND | $40,000 |
| SAMARITANS INC | |||||||
| 41 WEST ST FL 4 | BOSTON | MA | 02111 | N/A | PUBLIC | GENERAL FUND | $12,000 |
| SOMERVILLE-CAMBRIDGE ELDER SERVICES | |||||||
| 61 MEDFORD STREET | SOMERVILLE | MA | 02143 | N/A | PUBLIC | GENERAL FUND | $22,500 |
| THE CARROLL CENTER FOR THE BLIND | |||||||
| 770 CENTRE ST | NEWTON | MA | 02458 | N/A | PUBLIC | GENERAL FUND | $25,000 |
| THE IMMIGRANT LEARNING CENTER | |||||||
| 442 MAIN STREET | MALDEN | MA | 02148 | N/A | PUBLIC | GENERAL FUND | $15,000 |
| THE TREVOR PROJECT | |||||||
| PO BOX 69232 | WEST HOLLYWOOD | CA | 90069 | N/A | PUBLIC | GENERAL FUND | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $300,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,105 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $150,474 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $85,911 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $238,490 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $238,490 | 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 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | VARIOUS - SEE ATT'D | BondNm |
| EOY Book Value | $707,163 | EOYBookValueAmt |
| EOYFMV | $773,643 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | VARIOUS - SEE ATT'D | StockNm |
| EOY Book Value | $1,967,934 | EOYBookValueAmt |
| EOYFMV | $4,016,560 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $129,916 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $130,702 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | VARIOUS - SEE ATT'D | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $709,754 | BookValueAmt |
| EOYFMV | $1,327,119 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | NUTTER, MCCLENNEN & FISH, LLP | CategoryTxt |
| Legal Fees | $42,995 | LegalFeesAmt |
| Net Investment Income | $32,247 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $10,748 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NON-DEDUCTIBLE INTEREST EXPENSE | Desc |
| Amt | $61 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MA FORM PC FILING FEE | Desc |
| Revenue And Expenses Per Books | $70 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $70 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | NUTTER, MCCLENNEN & FISH, LLP | CategoryTxt |
| Amt | $49,020 | Amt |
| Net Investment Income | $36,765 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $12,255 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $1,849 | $1,849 | $0 |
| 990PF TAXES | $6,364 | $0 | $0 |