ALTAMIRA FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- ALTAMIRA FOUNDATION (EIN 20-7190733)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-15
- IRS object ID
- 202143199349101964
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-15T08:51:35-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | 2020-01-01 | 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 | 2021-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | KENNETH | PersonFirstNm |
| Person Last | ABRAMS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CATHY DANA | PreparerPersonNm |
| PTIN | P00580804 | PTIN |
| Phone | 7814551400 | PhoneNum |
| Preparation | 2021-11-04 | PreparationDt |
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 | $17,764,227 | 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 | $1,199,434 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $45 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $45 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $355,928 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $353,605 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $318,933 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,845,923 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $318,933 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,874,340 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $672,583 | 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 |
| Other Prof Fees Rev And Expnss | $114,826 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $114,826 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $455 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $455 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $0 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $10,647 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $10,147 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $500 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $49 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $49 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $125,977 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $125,428 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $549 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $817,180 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $817,180 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $943,157 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $125,428 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $817,729 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $931,183 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $547,155 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $381,949 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $351,780 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $351,780 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,943,682 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,045,937 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,455,765 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,558,813 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $8,740,473 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $10,773,439 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $11,956,682 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $14,624,917 | TotalAssetsBOYAmt |
| Total Assets EOY | $15,171,156 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $17,764,227 | 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 | $14,624,917 | RetainedEarningBOYAmt |
| Retained Earning EOY | $15,171,156 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $14,624,917 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $15,171,156 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $14,624,917 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $15,171,156 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $14,624,917 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $931,183 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $15,556,100 | SubtotalAmt |
| Other Decreases | $384,944 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $15,171,156 | 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 |
|---|---|---|---|---|---|---|---|
| 15,393 SHS DOUBLELINE LOW DURATION BOND | P | 2020-05-13 | $149,004 | $154,159 | -$5,155 | -$5,155 | |
| 918,693.25 SHS SCHWAB VARIABLE SHARE MONEY FUND ULTRA | P | $920,492 | $920,585 | -$93 | -$93 | ||
| 1,264 SHS ABBOTT LABORATORIES | D | $116,488 | $67,184 | $49,304 | $49,304 | ||
| 10 SHS ADOBE INC | D | 2020-05-13 | $3,586 | $2,106 | $1,480 | $1,480 | 2018-12-24 |
| 137 SHS ALIBABA GROUP | D | 2020-05-13 | $27,325 | $18,482 | $8,843 | $8,843 | |
| 22 SHS ALPHABET INC | D | 2020-05-13 | $29,685 | $25,029 | $4,656 | $4,656 | |
| 172 SHS BECTON DICKINSON & CO | D | 2020-05-13 | $45,049 | $41,867 | $3,182 | $3,182 | 2019-03-18 |
| 139 SHS BLACKROCK INC | D | 2020-05-13 | $67,525 | $51,182 | $16,343 | $16,343 | |
| 348 SHS DOLLAR GENERAL | D | 2020-05-13 | $63,185 | $33,069 | $30,116 | $30,116 | |
| 140,736 SHS DOUBLELINE LOW DURATION BOND | P | 2020-05-13 | $1,362,308 | $1,419,087 | -$56,779 | -$56,779 | |
| 463 SHS HOME DEPOT | D | 2020-05-13 | $106,534 | $64,030 | $42,504 | $42,504 | |
| 468 SHS JOHNSON & JOHNSON | D | 2020-05-13 | $68,855 | $59,742 | $9,113 | $9,113 | |
| 235 SHS JPMORGAN CHASE & CO | D | 2020-05-13 | $19,747 | $20,434 | -$687 | -$687 | |
| 360 SHS MARSH & MC LENNAN | D | 2020-05-13 | $37,835 | $22,947 | $14,888 | $14,888 | |
| 288 MASTERCARD INC | D | 2020-05-13 | $77,516 | $44,640 | $32,876 | $32,876 | |
| 425 MERCK & CO | D | 2020-05-13 | $33,103 | $22,635 | $10,468 | $10,468 | 2018-03-02 |
| 704 MICROCHIP TECHNOLOGY | D | 2020-05-13 | $59,099 | $50,061 | $9,038 | $9,038 | |
| 468 MICROSOFT CORP | D | 2020-05-13 | $84,121 | $48,179 | $35,942 | $35,942 | |
| 2,093 MONDELEZ INTL | D | 2020-05-13 | $103,727 | $89,045 | $14,682 | $14,682 | |
| 159 POOL CORP | D | 2020-05-13 | $34,400 | $7,483 | $26,917 | $26,917 | 2013-04-17 |
| 239 SHS ROSS STORES INC | D | 2020-05-13 | $20,009 | $13,978 | $6,031 | $6,031 | 2017-09-07 |
| 519 SHS UNITEDHEALTH GROUP INC | D | 2020-05-13 | $144,279 | $110,740 | $33,539 | $33,539 | |
| 168 SHS VISA INC | D | 2020-05-13 | $29,750 | $21,657 | $8,093 | $8,093 | |
| 542,192.65 SHS SCHWAB VARIABLE SHARE MONEY FUND ULTRA | P | $542,301 | $542,301 | $0 | $0 | ||
| 27,675.277 SHS. VANGUARD GNMA FUND | P | 2020-05-08 | $300,000 | $289,955 | $10,045 | $10,045 | |
| 36,934.441 SHS. VANGUARD GNMA FUND | P | 2020-06-11 | $400,000 | $386,413 | $13,587 | $13,587 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $318,933 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,605 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $7,605 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $7,605 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $25,303 | 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 | $25,303 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $17,698 | OverpaymentAmt |
| Applied To ES Tax | $17,698 | 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 | ||||||||
| 818 NORTH QUINCY ST 1207 | ARLINGTON | VA | 22203 | TRUSTEE | 1.00 | $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 |
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 | $15,327,450 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $350,702 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $15,678,152 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $15,678,152 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $235,172 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $15,442,980 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $772,149 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $772,149 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,605 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,605 | TotalTaxAmt |
| Distributable Before Adj | $764,544 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $764,544 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $764,544 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $817,729 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $817,729 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $817,729 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $764,544 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $282,786 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $517,261 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr1 | $389,525 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,189,572 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $817,729 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $764,544 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $53,185 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,242,757 | 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 | $282,786 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $959,971 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $517,261 | ExcessFromYear4Amt |
| Excess From Year1 | $389,525 | ExcessFromYear1Amt |
| Excess From Current Year | $53,185 | ExcessFromCurrentYearAmt |
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 (33 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALS FAMILY CHARITABLE | |||||||
| 121 MAIN ST | BUZZARDS BAY | MA | 02532 | NONE | PUBLIC CHARITY | CHARITABLE | $1,000 |
| AUGUSTANA FUND | |||||||
| 639 38TH STREET | ROCK ISLAND | IL | 61201 | NONE | PUBLIC CHARITY | CHARITABLE | $340,000 |
| BOSTON SCORES | |||||||
| 29 GERMANIA STREET | JAMACIA PLAIN | MA | 02130 | NONE | PUBLIC CHARITY | CHARITABLE | $10,000 |
| FAMILY PROMISE METROWEST | |||||||
| 6 MULLIGAN STREET | NATICK | MA | 01760 | NONE | PUBLIC CHARITY | CHARITABLE | $1,000 |
| FRIENDS OF WESTWOOD PUBLIC LIBRARY | |||||||
| 660 HIGH STREET | WESTWOOD | MA | 02090 | NONE | PUBLIC CHARITY | CHARITABLE | $1,000 |
| HOPE FOR HENRY FOUNDATION | |||||||
| 2440 WISCONSIN AVENUE | WASHINGTON | DC | 20007 | NONE | PUBLIC CHARITY | CHARITABLE | $50,000 |
| KENNEDY CENTER | |||||||
| 2700 F ST NW | WASHINGTON | DC | 20566 | NONE | PUBLIC CHARITY | CHARITABLE | $180 |
| MASS GENERAL HOSPITAL | |||||||
| 55 FRUIT STREET | BOSTON | MA | 02114 | NONE | PUBLIC CHARITY | CHARITABLE | $5,000 |
| MFA BOSTON | |||||||
| 465 HUNTINGTON AVE | BOSTON | MA | 02115 | NONE | PUBLIC CHARITY | CHARITABLE | $1,000 |
| 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 |
| STANFORD GSB GRADUATE SCHOOL | |||||||
| 655 KNIGHT WAY | STANFORD | CA | 94305 | NONE | PUBLIC CHARITY | CHARITABLE | $5,000 |
| STANFORD UNIVERSITY SCHOLARSHIP FUND | |||||||
| PO BOX 20466 | STANDFORD | CA | 94309 | NONE | PUBLIC CHARITY | CHARITABLE | $50,000 |
| WBUR | |||||||
| 890 COMMONWEALTH AVENUE | BOSTON | MA | 02215 | NONE | PUBLIC CHARITY | CHARITABLE | $1,500 |
| WESTWOOD AID TO THE ELDERLY | |||||||
| 580 HIGH STREET | WESTWOOD | MA | 02090 | NONE | PUBLIC CHARITY | CHARITABLE | $1,000 |
| WESTWOOD BOOSTERS | |||||||
| 580 HIGH STREET | WESTWOOD | MA | 02090 | NONE | PUBLIC CHARITY | CHARITABLE | $500 |
| WESTWOOD FIREFIGHTERS | |||||||
| 580 HIGH STREET | WESTWOOD | MA | 02090 | NONE | PUBLIC CHARITY | CHARITABLE | $500 |
| WESTWOOD HISTORICAL SOCIETY | |||||||
| 580 HIGH STREET | WESTWOOD | MA | 02090 | NONE | PUBLIC CHARITY | CHARITABLE | $1,000 |
| WESTWOOD LAND TRUST | |||||||
| 580 HIGH STREET | WESTWOOD | MA | 02090 | NONE | PUBLIC CHARITY | CHARITABLE | $5,000 |
| WESTWOOD POLICE RELIEF ASSOCIATION | |||||||
| 580 HIGH STREET | WESTWOOD | MA | 02090 | NONE | PUBLIC CHARITY | CHARITABLE | $1,000 |
| WGBH | |||||||
| PO BOX 55875 | BOSTON | MA | 02205 | NONE | PUBLIC CHARITY | CHARITABLE | $1,000 |
| WVIK (AUGUSTANA PUBLIC RADIO) | |||||||
| 639 38TH STREET | ROCK ISLAND | IL | 61201 | NONE | PUBLIC CHARITY | CHARITABLE | $1,000 |
| CENTRAL HIGH SCHOOL SCHOLARSHIP | |||||||
| 580 HIGH STREET | WESTWOOD | MA | 02090 | NONE | PUBLIC CHARITY | CHARITABLE. | $50,000 |
| FOREVER HOME RESCUE | |||||||
| 106 ADAMS STREET | MEDFIELD | MA | 02052 | NONE | PUBLIC CHARITY | CHARITABLE. | $1,000 |
| WESTWOOD COMMUNITY CHEST | |||||||
| PO BOX 250 | WESTWOOD | MA | 02090 | NONE | PUBLIC CHARITY | CHARITABLE. | $3,000 |
| WESTWOOD COMMUNITY SCHOLARSHIP | |||||||
| PO BOX 20507 | WESTWOOD | MA | 02090 | NONE | PUBLIC CHARITY | CHARITABLE. | $15,000 |
| FOUNDATION FOR WESTWOOD EDUCATION | |||||||
| PO BOX 20507 | WESTWOOD | MA | 02090 | NONE | PUBLIC CHARITY | CHARITABLE. | $500 |
| WESTWOOD FOOD PANTRY | |||||||
| 60 NAHATAN STREET | WESTWOOD | MA | 02090 | NONE | PUBLIC CHARITY | CHARITABLE. | $1,000 |
| JCC OF LOUISVILLE | |||||||
| 3600 DUTCHMANS LANE | LOUISVILLE | KY | 40205 | NONE | PUBLIC CHARITY | CHARITABLE. | $200,000 |
| HALE RESERVATION | |||||||
| 80 CARBY STREET | WESTWOOD | MA | 02090 | NONE | PUBLIC CHARITY | CHARITABLE. | $10,000 |
| BOSTON GLOBE FOUNDATION | |||||||
| 1 EXCHANGE PL STE 201 | BOSTON | MA | 02109 | NONE | PUBLIC CHARITY | CHARITABLE. | $1,000 |
| WILDFIRE INC | |||||||
| 71 ALEXANDER ROAD | BILLERICA | MA | 01821 | NONE | PUBLIC CHARITY | CHARITABLE. | $5,000 |
| JEWISH PHILANTHROPIES OF GREATER BOSTON | |||||||
| 126 HIGH STREET | BOSTON | MA | 02110 | NONE | PUBLIC CHARITY | CHARITABLE. | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $817,180 | 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 | $45 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $355,928 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $318,933 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $674,906 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $674,906 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KENNETH L ABRAMS | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | $1,199,434 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (20 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 1,264 SHS. ABBOTT LABORATORIES | $120,339 | 2020-05-12 |
| 1 | 10 SHS. ADOBE, INC | $3,686 | 2020-05-12 |
| 1 | 137 SHS. ALIBABA GROUP HOLDING LTD | $27,953 | 2020-05-12 |
| 1 | 22 SHS. ALPHABET INC. | $30,687 | 2020-05-12 |
| 1 | 172 SHS. BECTON DICKINSON & CO. | $45,457 | 2020-05-12 |
| 1 | 139 SHS. BLACKROCK INC. | $64,266 | 2020-05-12 |
| 1 | 348 SHS DOLLAR GENERAL CORP | $63,733 | 2020-05-12 |
| 1 | 463 SHS HOME DEPOT INC | $109,303 | 2020-05-12 |
| 1 | 468 SHS JOHNSON & JOHNSON | $69,585 | 2020-05-12 |
| 1 | 235 SHS JPMORGAN CHASE & CO | $20,879 | 2020-05-12 |
| 1 | 360 SHS MARSH & MCLENNAN | $37,607 | 2020-05-12 |
| 1 | 288 SHS MASTERCARD INC | $79,839 | 2020-05-12 |
| 1 | 425 SHS MERCK & CO INC | $33,112 | 2020-05-12 |
| 1 | 704 SHS MICROCHIP TECHNOLOGY INC | $61,917 | 2020-05-12 |
| 1 | 468 SHS MICROSOFT CORP | $86,416 | 2020-05-12 |
| 1 | 2,093 SHS MONDELEZ INTERNATIONAL INC | $106,345 | 2020-05-12 |
| 1 | 159 SHS POOL CORP | $35,858 | 2020-05-12 |
| 1 | 239 SHS ROSS STORES INC. | $21,199 | 2020-05-12 |
| 1 | 519 SHS UNITEDHEALTH GROUP INC | $150,731 | 2020-05-12 |
| 1 | 168 SHS VISA INC | $30,522 | 2020-05-12 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VANGUARD DEVELOPED MARKETS | $338,973 | $586,581 |
| VANGUARD EMERGING MARKETS | $1,609,039 | $2,218,001 |
| VANGUARD EUR STOCK INDEX | $1,237,243 | $1,506,320 |
| VANGUARD PAC STOCK INDEX | $860,682 | $1,144,863 |
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 | $568,832 | $851,792 |
| VANGUARD SMALL CAP ETF | AT COST | $597,140 | $911,929 |
| VANGUARD FTSE DEVELOPED MARKETS ETF | AT COST | $297,686 | $356,436 |
| DFA EMERGING MARKETS | AT COST | $919,054 | $970,473 |
| VANGUARD GNMA FUND | AT COST | $3,979,439 | $4,030,136 |
| VANGUARD HIGH YIELD | AT COST | $1,594,572 | $1,633,148 |
| VANGUARD 500 INDEX | AT COST | $1,647,546 | $2,033,598 |
| SCHWAB US TREASURY MONEY MARKET | AT COST | $1,169,170 | $1,169,170 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FMV/TAX BASIS ADJUSTMENT | Desc |
| Amt | $384,944 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHECK FEES | Desc |
| Revenue And Expenses Per Books | $49 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $49 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT | CategoryTxt |
| Amt | $114,826 | Amt |
| Net Investment Income | $114,826 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAXES | $10,147 | $10,147 | $0 | $0 |
| MA FILING FEE | $500 | $0 | $0 | $500 |