ARTHUR S TARLOW FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- ARTHUR S TARLOW FAMILY FOUNDATION (EIN 26-6148352)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-08-06
- IRS object ID
- 202542189349101514
- 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 Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-08-06T17:35:49-07:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 993356220 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Samantha R Burbank CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 749 Wakeby Rd | AddressLine1Txt |
| City | Marstons Mills | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 026480005 | 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 | 266148352 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Arthur S Tarlow Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ARTH | BusinessNameControlTxt |
| Phone | 6179302084 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4 Chestnut Lane | AddressLine1Txt |
| City | Medfield | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02052 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Janet Tarlow | PersonNm |
| Person Title | Director | PersonTitleTxt |
| Signature | 2025-08-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Samantha R Burbank CPA | PreparerPersonNm |
| PTIN | P02129274 | PTIN |
| Phone | 5082744753 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| 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 | $1,496,311 | 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 | $5 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $5 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $56,828 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $56,828 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $56,828 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$27,675 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $98,090 | GrossSalesPriceAmt |
| Other Income Rev And Expnss | $428 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $428 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $428 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $29,586 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $57,261 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $57,261 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $2,675 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,338 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,337 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $178 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $178 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $10,924 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $10,924 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $13,777 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $12,440 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,337 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $89,300 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $89,300 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $103,077 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $12,440 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $90,637 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$73,491 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $44,821 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $57,261 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $9,685 | CashBOYAmt |
| Cash EOY | $10,385 | CashEOYAmt |
| Cash EOYFMV | $10,385 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $14,701 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $6,937 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $6,937 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses EOY | $2,780 | PrepaidExpensesEOYAmt |
| Other Investments BOY | $1,242,808 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,176,276 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,478,795 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $194 | OtherAssetsBOYAmt |
| Other Assets EOY | $194 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $194 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,267,388 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,196,572 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,496,311 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $2,675 | AccountsPayableEOYAmt |
| Total Liabilities EOY | $2,675 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Additional Paid In Capital BOY | $7,166 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $7,166 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,260,222 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,186,731 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,267,388 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,193,897 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,267,388 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,196,572 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,267,388 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$73,491 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,193,897 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,193,897 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 617 Shrs BCE Incorporated Com | P | 2020-01-01 | 2024-03-13 | $22,335 | $27,994 | -$5,659 | -$5,659 |
| 281 Shrs Bristol-Meyers | P | 2000-01-01 | 2024-06-24 | $11,851 | $14,205 | -$2,354 | -$2,354 |
| 493 Shrs GSK PLC Sponsored | P | 2000-01-01 | 2024-12-06 | $17,052 | $23,189 | -$6,137 | -$6,137 |
| 1181 Shrs Pfizer Incorporated | P | 2020-01-01 | 2024-12-06 | $30,351 | $44,547 | -$14,196 | -$14,196 |
| 1447.09 Shrs Vanguard Short Term | P | 2020-01-01 | 2024-12-06 | $15,000 | $15,830 | -$830 | -$830 |
| Sale of Rights National Grid | P | 2020-01-01 | 2024-05-31 | $1,473 | $1,473 | $1,473 | |
| Capital Gain Distribution | P | 2020-01-01 | 2024-01-01 | $28 | $28 | $28 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$27,675 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $623 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $623 | SubtotalAmt |
| Tax Based On Investment Income | $623 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $800 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $800 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $1,600 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $17 | EsPenaltyAmt |
| Overpayment | $960 | OverpaymentAmt |
| Applied To ES Tax | $960 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Arthur & Janet Tarlow | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5089231616 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4 Chestnut Lane | AddressLine1Txt |
| City | Medfield | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02052 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Arthur Tarlow Jr | ||||||
| 4 Chestnut Lane | Medfield | MA | 02052 | Director | 5.00 | $0 |
| Janet Tarlow | ||||||
| 4 Chestnut Lane | Medfield | MA | 02052 | Director | 5.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,453,619 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $20,854 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,474,473 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $1,474,473 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $22,117 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,452,356 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $72,618 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $72,618 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $623 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $623 | TotalTaxAmt |
| Distributable Before Adj | $71,995 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $71,995 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $71,995 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $90,637 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $90,637 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $71,995 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $6,840 | UndistributedIncomePYAmt |
| Qualifying Distributions | $90,637 | QualifyingDistributionsAmt |
| Applied To Year1 | $6,840 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $71,995 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $11,802 | RemainingDistriFromCorpusAmt |
| Total Corpus | $11,802 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $11,802 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $11,802 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 |
|---|---|---|---|---|---|---|---|
| Medfield Foundation Inc Camp | |||||||
| 459 Main Street | Medfield | MA | 02052 | None | PC | Operating Support | $1,000 |
| Habitat for Humanity | |||||||
| 130 Bountyland Road | Seneca | SC | 29672 | None | PC | In Memory of Evan Harris | $500 |
| Medfield Animal Shelter | |||||||
| PO Box 271 | Medfield | MA | 02052 | None | PC | Operating Support | $5,000 |
| Lahey Hospital and Medical Center | |||||||
| 529 Main Street 4th Floor | Charlestown | MA | 02129 | None | PC | Operating Support | $20,000 |
| Disabled American Veterans | |||||||
| 860 Dolwick Drive | Erlanger | KY | 41018 | None | PC | Operating Support | $20,000 |
| WBUR | |||||||
| 890 Commonwealth Ave 3rd Floor | Boston | MA | 02215 | None | PC | Operating Support | $1,000 |
| GBH Educational Fund | |||||||
| 1 Guest Street | Boston | MA | 02135 | None | PC | Operating Support | $1,000 |
| The Trustees | |||||||
| 200 High Street 4th Floor | Boston | MA | 02110 | None | PC | Operating Support | $2,500 |
| American Red Cross | |||||||
| PO Box 37839 | Boone | IA | 50037 | None | PC | Operating Support | $1,000 |
| Partners in Health | |||||||
| PO Box 996 | Frederick | MD | 21705 | None | PC | Operating Support | $2,500 |
| The Greater Boston Food Bank | |||||||
| 70 South Bay Ave | Boston | MA | 02218 | None | PC | Operating Support | $2,500 |
| Doctors Without Borders | |||||||
| PO Box 5022 | Hagerstown | MD | 21741 | None | PC | Operating Support | $2,500 |
| Make-A-Wish of MA and RI | |||||||
| 133 Federal Street 2nd Floor | Boston | MA | 02110 | None | PC | Operating Support | $2,500 |
| Fisher House Foundation | |||||||
| PO Box 791598 | Baltimore | MD | 21279 | None | PC | Operating Support | $2,500 |
| National Military Family Associatio | |||||||
| 2800 Eisenhower Ave Suite 250 | Alexandria | VA | 22314 | None | PC | Operating Support | $2,500 |
| Globe Santa | |||||||
| PO Box 491 | Medford | MA | 02155 | None | PC | Operating Support | $1,000 |
| Greenlock Therapeutic Riding Center | |||||||
| 55 Summer Street | Rehoboth | MA | 02769 | None | PC | Operating Support | $1,000 |
| Charlevoix County Community Foundat | |||||||
| PO Box 718 | East Jordan | MI | 49727 | None | PC | Operating Support | $300 |
| Intercollegiate Center for Classica | |||||||
| 726 Route 202 South Suite 320-118 | Bridgewater | NJ | 08807 | None | PC | Operating Support | $1,000 |
| Pomfret School | |||||||
| PO Box 128 | Pomfret | CT | 06258 | None | PC | Operating Support | $2,000 |
| The Rivers School | |||||||
| 333 Winter Street | Weston | MA | 02493 | None | PC | Operating Support | $2,000 |
| Charlevoix County Community Foundat | |||||||
| PO Box 718 | East Jordan | MI | 49727 | None | PC | In Memory of Marjory C. Dinwiddie | $10,000 |
| Medfield Food Cupboard | |||||||
| PO Box 172 | Medfield | MA | 02052 | None | PC | Operating Support | $1,000 |
| Medfield Foundation Inc Legacy Fund | |||||||
| 459 Main Street | Medfield | MA | 02052 | None | PC | Operating Support | $1,000 |
| Friends of the Medfield Public Libr | |||||||
| 468 Main Street | Medfield | MA | 02052 | None | PC | Operating Support | $500 |
| Project Bread | |||||||
| 145 Border Street | East Boston | MA | 02128 | None | PC | Operating Support | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $89,300 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $56,828 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$27,675 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Deferred Income Payment | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $428 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $29,586 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $29,586 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | DGC Accounting Fees | CategoryTxt |
| Amt | $2,675 | Amt |
| Net Investment Income | $1,338 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,337 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Raymond Jones | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $1,176,276 | BookValueAmt |
| EOYFMV | $1,478,795 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| EOYFMVEOYFMVAmt | DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|---|
| $194 | |||
| Prepaid Taxes | $194 | $194 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Investment Advisory Fees | Desc |
| Revenue And Expenses Per Books | $10,924 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $10,924 | NetInvestmentIncomeAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Deferred Income Payment | Desc |
| Revenue And Expenses Per Books | $428 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $428 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $428 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Foreign Taxes Withheld | CategoryTxt |
| Amt | $178 | Amt |
| Net Investment Income | $178 | NetInvestmentIncomeAmt |