ALTAMIRA FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization: ALTAMIRA FOUNDATION (EIN 20-7190733)
Tax period: 2024-01-01 to 2024-12-31
Filed: 2025-08-20
IRS object ID: 202532329349100418
Schema version: 2024v5.2
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990-PF
Accounting Fees Schedule
Investments Corp Stock Schedule
Investments Govt Obligations Sch
Investments Other Schedule2
Other Decreases Schedule
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2025-08-20T13:54:18-05:00	ReturnTs
Tax Period End	2024-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	042620388	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	COLES & BODOIN LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	75 SECOND AVENUE	AddressLine1Txt
City	NEEDHAM	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	02494	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2024-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	207190733	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	THE ALTAMIRA FOUNDATION	BusinessNameLine1Txt
Business Name Line2	C/O KENNETH L ABRAMS ET AL	BusinessNameLine2Txt

Field	Value	IRS element (for citing)
Business Name Control	ALTA	BusinessNameControlTxt
Phone	7813295186	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	401 SUMMER STREET	AddressLine1Txt
City	WESTWOOD	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	02090	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	KENNETH ABRAMS	PersonNm
Person Title	TRUSTEE	PersonTitleTxt
Phone	7813295186	PhoneNum
Signature	2025-08-15	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	0	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	CATHY DANA	PreparerPersonNm
PTIN	P00580804	PTIN
Phone	7814551400	PhoneNum
Preparation	2025-08-15	PreparationDt

Field	Value	IRS element (for citing)
Tax	2024	TaxYr
Build TS	2025-03-06 01:10:19Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$20,045,512	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Rcvd Rev And Expnss	$125	ContriRcvdRevAndExpnssAmt
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss	$21,321	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$21,321	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$527,052	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$527,052	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$2,774,347	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$9,132,273	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$2,774,347	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$3,322,845	TotalRevAndExpnssAmt
Total Net Invst Incm	$3,322,720	TotalNetInvstIncmAmt
Total Adj Net Incm	$0	TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$0	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$0	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm	$0	CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$0	CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss	$60,000	OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm	$0	OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Adj Net Incm	$0	OthEmplSlrsWgsAdjNetIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl	$60,000	OthEmplSlrsWgsDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$36,775	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$0	AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm	$0	AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps	$36,775	AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss	$146,311	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$145,724	OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm	$0	OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl	$587	OtherProfFeesDsbrsChrtblAmt
Interest Rev And Expnss	$19	InterestRevAndExpnssAmt
Interest Net Invst Incm	$19	InterestNetInvstIncmAmt
Interest Adj Net Incm	$0	InterestAdjNetIncmAmt
Interest Dsbrs Chrtbl	$0	InterestDsbrsChrtblAmt
Taxes Rev And Expnss	$28,456	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$21,741	TaxesNetInvstIncmAmt
Taxes Adj Net Incm	$0	TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl	$4,715	TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$271,561	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$167,484	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm	$0	TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$102,077	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$443,800	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$443,800	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$715,361	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$167,484	TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm	$0	TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl	$545,877	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$2,607,484	ExcessRevenueOverExpensesAmt
Net Investment Income	$3,155,236	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$214,488	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$3,525,207	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$3,525,207	SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY	$0	USGovernmentObligationsBOYAmt
US Government Obligations EOY	$4,431,261	USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV	$4,474,284	USGovtObligationsEOYFMVAmt
Corporate Stock BOY	$5,165,999	CorporateStockBOYAmt
Corporate Stock EOY	$2,569,758	CorporateStockEOYAmt
Corporate Stock EOYFMV	$3,083,586	CorporateStockEOYFMVAmt
Other Investments BOY	$10,779,256	OtherInvestmentsBOYAmt
Other Investments EOY	$8,094,917	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$8,962,435	OtherInvestmentsEOYFMVAmt
Total Assets BOY	$16,159,743	TotalAssetsBOYAmt
Total Assets EOY	$18,621,143	TotalAssetsEOYAmt
Total Assets EOYFMV	$20,045,512	TotalAssetsEOYFMVAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Capital Stock BOY	$0	CapitalStockBOYAmt
Capital Stock EOY	$0	CapitalStockEOYAmt
Additional Paid In Capital BOY	$0	AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY	$0	AdditionalPaidInCapitalEOYAmt
Retained Earning BOY	$16,159,743	RetainedEarningBOYAmt
Retained Earning EOY	$18,621,143	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$16,159,743	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$18,621,143	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$16,159,743	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$18,621,143	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$16,159,743	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$2,607,484	ExcessRevenueOverExpensesAmt
Other Increases	$0	OtherIncreasesAmt
Subtotal	$18,767,227	SubtotalAmt
Other Decreases	$146,084	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$18,621,143	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (26 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt	AcquiredAcquiredDt
298.408 SHS VANGUARD TTL INTL STK ADML	D	2024-10-16	$10,170	$7,606	$2,564	$2,564
9,603.206 SHS VANGUARD TTL INTL STK ADML	D	2024-10-16	$327,277	$244,763	$82,514	$82,514
15,769.482 SHS VNGRD DEV MKTS ADML	P	2024-10-16	$260,985	$238,915	$22,070	$22,070
148.132 SHS VNGRD DEV MKTS ADML	P	2024-10-16	$2,452	$2,452	$0	$0	2021-09-17
5,965.676 SHS VNGRD PAC STK IDK ADML	P	2024-10-16	$565,665	$448,676	$116,989	$116,989	2013-07-18
7,588.107 SHS VNGRD EURO STK IDC ADML	P	2024-10-16	$654,019	$497,414	$156,605	$156,605
3000 SHS VNGRD MID CAP ETF	P	2024-10-16	$808,073	$406,553	$401,520	$401,520
2600 SHS VNGRD SMALL CAP ETF	P	2024-10-16	$630,145	$334,673	$295,472	$295,472
15,002.831 SHS VNGRD DEV MKTS ADML	P	2024-10-16	$248,297	$125,402	$122,895	$122,895
19,230.612 SHS VNGRD DEV MKTS ADML	P	2024-10-16	$318,267	$272,336	$45,931	$45,931
889.418 SHS VNGRD PAC STK IDK ADML	P	2024-10-16	$84,335	$65,823	$18,512	$18,512
3,782.122 SHS VNGRD EURO STK IDK ADML	P	2024-10-16	$325,981	$231,141	$94,840	$94,840
28.136.882 SHS VNGRD E/MKT STK IDK ADML	P	2024-10-16	$1,110,000	$865,029	$244,971	$244,971
4,708.849 SHS VNGRD 500 IDX ADML	P	2024-10-16	$2,540,000	$1,472,497	$1,067,503	$1,067,503
266 SHS DFA EMERGING MARKETS SMALL CAP	P	2024-05-10	$6,318	$5,821	$497	$497	2023-06-29
26 SHS VANGUARD GNMA ADM	P	2024-03-20	$240	$239	$1	$1
85 SHS VANGUARD HIGH-YIELD CORPORATE A	P	2024-03-20	$460	$446	$14	$14
677 SHS VANGUARD INTERNATIONAL EXPLORER	D	2024-05-10	$11,739	$11,790	-$51	-$51	2023-12-15
588 SHS VANGUARD GNMA ADM	P	2024-03-20	$5,359	$5,405	-$46	-$46	2023-07-10
1,597 SHS VANGUARD HIGH-YIELD CORPORATE	P	2024-03-20	$8,573	$8,388	$185	$185	2023-07-10
3,102 SHS DFA EMERGING MARKETS SMALL CAP	P	2024-05-10	$73,658	$67,855	$5,803	$5,803
19,870 SHS DFA EMERGING MARKETS	P	2024-10-16	$489,976	$434,608	$55,368	$55,368
3,700 SHS VANGUARD FTSE DEVELOPED MARKETS	P	2024-10-16	$190,766	$148,631	$42,135	$42,135	2017-04-28
26,506 SHS VANGUARD INERNATIONAL EXPL	D	2024-05-10	$459,336	$461,363	-$2,027	-$2,027
.51 SHS VANGUARD MID CAP ETF	P	2024-03-08	$126	$69	$57	$57	2017-01-19
.24 SHS VANGUARD SMALL CAP ETF	P	2024-03-08	$56	$31	$25	$25	2020-05-13

Field	Value	IRS element (for citing)
Capital Gain Net Income	$2,774,347	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$43,858	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$43,858	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$43,858	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$8,000	EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce	$0	ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid	$50,000	ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld	$0	BackupWithholdingWithheldAmt
Total Payments And Credits	$58,000	TotalPaymentsAndCreditsAmt
Form2220 Attached	Yes (X)	Form2220AttachedInd
Es Penalty	$2,060	EsPenaltyAmt
Overpayment	$12,082	OverpaymentAmt
Applied To ES Tax	$12,082	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	KENNETH L ABRAMS	IndividualWithBooksNm
Phone	7813295186	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	401 SUMMER STREET	AddressLine1Txt
City	WESTWOOD	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	02090	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 (3 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
KENNETH L ABRAMS
401 SUMMER STREET	WESTWOOD	MA	02090	TRUSTEE	1.00	$0	$0	$0
SUSAN N ABRAMS
401 SUMMER STREET	WESTWOOD	MA	02090	TRUSTEE	1.00	$0	$0	$0
JESSICA A MURRAY
1814 N OAKLAND ST	ARLINGTON	VA	22207	TRUSTEE	1.00	$0	$0	$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp

Field	Value	IRS element (for citing)
Person	SHELDON M FOX	PersonNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	2303 CHURCHILL RD	AddressLine1Txt
City	RALEIGH	CityNm
State Abbreviation	NC	StateAbbreviationCd
ZIP	27608	ZIPCd

Field	Value	IRS element (for citing)
Title	EXEC DIRECTOR	TitleTxt
Average Hrs Per Wk Devoted To Pos	10.00	AverageHrsPerWkDevotedToPosRt
Compensation	$60,000	CompensationAmt
Employee Benefits	$0	EmployeeBenefitsAmt
Expense Account	$0	ExpenseAccountAmt

Field	Value	IRS element (for citing)
Other Employee Paid Over50k	0	OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONE	NONE	CompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k	0	ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

Field	Value	IRS element (for citing)
Description1	N/A	Description1Txt
Expenses1	$0	Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$19,035,347	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$437,841	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$19,473,188	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$19,473,188	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$292,098	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$19,181,090	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$959,055	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$959,055	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$43,858	TaxBasedOnInvestmentIncomeAmt
Total Tax	$43,858	TotalTaxAmt
Distributable Before Adj	$915,197	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$915,197	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$915,197	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$545,877	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$545,877	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$915,197	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr5	$227,910	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$53,185	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr2	$132,266	ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov	$413,361	TotalExcessDistributionCyovAmt
Qualifying Distributions	$545,877	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$545,877	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$0	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$369,320	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$369,320	ExcessDistributionCyovAppCYAmt
Total Corpus	$44,041	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	$44,041	ExcessDistriCyovToNextYrAmt
Excess From Year2	$44,041	ExcessFromYear2Amt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	KENNETH L ABRAMS	ContributingManagerNm
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (26 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
ALS THERAPY DEVELOPMENT INSTITUTE
480 ARSENAL STREET SUITE 201	WATERTOWN	MA	02472	NONE	PUBLIC CHARITY	CHARITABLE	$1,000
AUGUSTANA FUND
639 38TH STREET	ROCK ISLAND	IL	61201	NONE	PUBLIC CHARITY	CHARITABLE	$50,000
FAMILY PROMISE METROWEST
6 MULLIGAN STREET	NATICK	MA	01760	NONE	PUBLIC CHARITY	CHARITABLE	$1,000
FRIENDS OF THE SMITHSONIAN
PO BOX 37012	WASHINGTON	DC	20013	NONE	PUBLIC CHARITY	CHARITBALE	$2,500
FRIENDS OF WESTWOOD PUBLIC LIBRARY
660 HIGH STREET	WESTWOOD	MA	02090	NONE	PUBLIC CHARITY	CHARITABLE	$2,000
HALE EDUCATION
80 CARBY STREET	WESTWOOD	MA	02090	NONE	PUBLIC CHARITY	CHARITABLE	$25,000
HOPE FOR HENRY FOUNDATION
2440 WISCONSIN AVENUE	WASHINGTON	DC	20007	NONE	PUBLIC CHARITY	CHARITABLE	$2,000
KENNEDY CENTER
2700 F ST NW	WASHINGTON	DC	20566	NONE	PUBLIC CHARITY	CHARITABLE	$1,800
LA MANO AMIGA - THE INVISIBLE HAND FOUNDATION
5708 BENT BRANCH ROAD	BETHESDA	MD	20816	NONE	PUBLIC CHARITY	CHARITABLE	$10,000
MASS GENERAL HOSPITAL
125 NASHUA STREET SUITE 540	BOSTON	MA	02114	NONE	PUBLIC CHARITY	CHARITABLE	$15,000
MEDSTAR - GEORGETOWN UNIVERSITY HOSPITAL
300 RESERVOIR ROAD NW	WASHINGTON	DC	20007	NONE	PUBLIC CHARITY	CHARITABLE	$75,000
PAN MASS CHALLENGE
77 4TH AVENUE	NEEDHAM	MA	02494	NONE	PUBLIC CHARITY	CHARITABLE	$1,500
SMART FROM THE START
68 ANNUNCIATION RD	ROXBURY	MA	02120	NONE	PUBLIC CHARITY	CHARITABLE	$50,000
STEPPINGSTONE
ONE APPLETON STREET	BOSTON	MA	02116	NONE	PUBLIC CHARITY	CHARITABLE	$2,000
THRIVE SCHOLARS
606 SOUTH OLIVE STREET SUITE 2150	LOS ANGELES	CA	90014	NONE	PUBLIC CHARITY	CHARITABLE	$2,000
WBUR
890 COMMONWEALTH AVENUE	BOSTON	MA	02215	NONE	PUBLIC CHARITY	CHARITABLE	$2,000
WESTWOOD COMMUNITY CHEST
PO BOX 250	WESTWOOD	MA	02090	NONE	PUBLIC CHARITY	CHARITABLE	$2,000
WESTWOOD LAND TRUST
PO BOX 2616	WESTWOOD	MA	02090	NONE	PUBLIC CHARITY	CHARITABLE	$5,000
WESTWOOD POLICE RELIEF ASSOCIATION
180 BOSTON POST ROAD BYPASS	WESTON	MA	02493	NONE	PUBLIC CHARITY	CHARITABLE	$1,000
WVIK (AUGUSTANA PUBLIC RADIO)
639 38TH STREET	ROCK ISLAND	IL	61201	NONE	PUBLIC CHARITY	CHARITABLE	$1,000
ROBYN ABRAMS MEMORIAL SCHOLARSHIP
200 NAHATAN ST	WESTWOOD	MA	02090	NONE	PUBLIC CHARITY	CHARITABLE	$15,000
MUSEUM OF FINE ARTS
465 HUNTINGTON AVE	BOSTON	MA	02115	NONE	PUBLIC CHARITY	CHARITABLE	$2,000
THE ALABAMA HOLOCAUST EDUCATION CENTER
2100 HIGHLAND AVE SUITE 101	BIRMINGHAM	AL	35205	NONE	PUBLIC CHARITY	CHARITABLE	$50,000
EAST LAKE INITIATIVE
6523 1ST AVENUE NORTH	BIRMINGHAM	AL	35206	NONE	PUBLIC CHARITY	CHARITABLE	$50,000
THE LEGACY FOUNDATION
3840 VIA DE LA VALLE SUITE 300	DEL MAR	CA	92014	NONE	PUBLIC CHARITY	CHARITABLE	$50,000
LOUISVILLE ORCHESTRA
623 W MAIN STREET SUITE 400	LOUISVILLE	KY	40202	NONE	PUBLIC CHARITY	CHARITABLE	$25,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$443,800	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	$21,321	ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$527,052	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$2,774,347	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$3,322,720	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$3,322,720	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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	ACCOUNTING	CategoryTxt
Amt	$36,775	Amt
Net Investment Income	$0	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt
Disbursements Charitable Prps	$36,775	DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)

StockStockNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
VANGUARD DEVELOPED MARKETS	$799,219	$960,454
VANGUARD EMERGING MARKETS	$823,494	$980,342
VANGUARD EUR STOCK INDEX	$534,186	$661,452
VANGUARD PAC STOCK INDEX	$412,859	$481,338

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

Field	Value	IRS element (for citing)
US Govt Obligations Book Vl EOY	$4,431,261	USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV	$4,474,284	USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY	$0	StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV	$0	StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (8 entries)

Category Or ItemCategoryOrItemTxt	Listed At Cost Or FMVListedAtCostOrFMVCd	Book ValueBookValueAmt	EOYFMVEOYFMVAmt
VANGUARD MID CAP ETF	AT COST	$596,960	$806,098
VANGUARD SMALL CAP ETF	AT COST	$269,807	$499,399
VANGUARD FTSE DEVELOPED MARKETS ETF	AT COST	$149,055	$184,107
DFA EMERGING MARKETS SMALL	AT COST	$452,981	$480,859
VANGUARD GNMA FUND	AT COST	$2,395,198	$2,093,562
VANGUARD HIGH YIELD	AT COST	$2,144,152	$2,025,376
VANGUARD 500 INDEX	AT COST	$1,074,842	$1,861,112
SCHWAB US TREASURY MONEY MARKET	AT COST	$1,011,922	$1,011,922

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

Field	Value	IRS element (for citing)
Desc	FAIR MARKET VALUE ADJUSTMENT	Desc
Amt	$146,084	Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Adjusted Net IncomeAdjustedNetIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT MANAGEMENT	$145,724	$145,724	$0	$0
PAYROLL SERVICE FEE	$587	$0	$0	$587

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (4 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Adjusted Net IncomeAdjustedNetIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES	$21,741	$21,741	$0	$0
MA FILING FEE	$125	$0	$0	$125
PAYROLL TAX	$4,590	$0	$0	$4,590
FEDERAL EXCISE TAX	$2,000	$0	$0	$0