ARTHUR S TARLOW FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- ARTHUR S TARLOW FAMILY FOUNDATION (EIN 26-6148352)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-04-20
- IRS object ID
- 202031119349100203
- Schema version
- 2019v5.0
- 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
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-04-20T08:32:01-07:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 591362099 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Rogers Wood Hill Starman & Gustason PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2375 Tamiami Trail North Suite 110 | AddressLine1Txt |
| City | Naples | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 341034438 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | 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 | 2395669171 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 Taunton Street | AddressLine1Txt |
| City | Middleboro | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02346 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Arthur S Tarlow | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Signature | 2020-04-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Ronald W Gustason CPA | PreparerPersonNm |
| PTIN | P00103345 | PTIN |
| Phone | 2392621040 | 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 | $1,775,626 | 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 | $431 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $431 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $431 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $67,387 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $67,387 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $67,387 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $64,813 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $545,939 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $65,670 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $132,631 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $133,488 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $67,818 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $2,750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,375 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,375 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $16,005 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $16,005 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $2,767 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,107 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $120 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $120 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $21,642 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $19,607 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,375 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $79,850 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $79,850 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $101,492 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $19,607 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $81,225 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $31,139 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $113,881 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $67,818 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $5,699 | CashBOYAmt |
| Cash EOY | $10,841 | CashEOYAmt |
| Cash EOYFMV | $10,841 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $63,386 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $42,398 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $42,398 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,473,945 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,525,079 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,722,387 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,543,030 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,578,318 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,775,626 | TotalAssetsEOYFMVAmt |
| Other Liabilities EOY | $660 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $660 | 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 | $1,535,864 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,570,492 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,543,030 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,577,658 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,543,030 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,578,318 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,543,030 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $31,139 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3,489 | OtherIncreasesAmt |
| Subtotal | $1,577,658 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,577,658 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| Raymond James - See attached | P | 2019-01-01 | 2019-12-31 | $39,584 | $45,857 | -$6,273 | -$6,273 |
| Raymond James - See attached | P | 2017-01-01 | 2019-12-31 | $503,720 | $434,034 | $69,686 | $69,686 |
| Raymond James - See attached | P | 2017-01-01 | 2019-12-31 | $2,180 | $1,235 | $945 | $945 |
| Capital Gain Dividends | $455 | ||||||
| Wash Sale | $857 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $65,670 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$5,416 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $107,022 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,653,104 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.06474 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $74,450 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,695,016 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.04392 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $70,933 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,555,845 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.04559 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $84,072 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,586,847 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.05298 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $67,998 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,603,403 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.04241 | DistributionYr5Rt |
| Total Distribution | 0.249644 | TotalDistributionRt |
| Average Distribution | 0.049929 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,645,467 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $82,157 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,139 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $83,296 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $81,225 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,278 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,278 | SubtotalAmt |
| Tax Based On Investment Income | $2,278 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,600 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,600 | TotalPaymentsAndCreditsAmt |
| Tax Due | $678 | TaxDueAmt |
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 |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| 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 and 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 | 1Taunton Street | AddressLine1Txt |
| City | Middleboro | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02346 | 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 | ||||||
| 1 Taunton S | Middleboro | MA | 02346 | Trustee | 5.00 | $0 |
| Janet D Tarlow | ||||||
| 1 Taunton S | Middleboro | MA | 02346 | Trustee | 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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | None | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,603,764 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $66,761 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,670,525 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $1,670,525 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $25,058 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,645,467 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $82,273 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $82,273 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,278 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,278 | TotalTaxAmt |
| Distributable Before Adj | $79,995 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $79,995 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $79,995 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $81,225 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $81,225 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $81,225 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $79,995 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $53,564 | UndistributedIncomePYAmt |
| Qualifying Distributions | $81,225 | QualifyingDistributionsAmt |
| Applied To Year1 | $53,564 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $27,661 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $52,334 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Arthur S Tarlow | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7425 Pelican Bay Boulevard Apt 406 | AddressLine1Txt |
| City | Naples | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34108 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2392621040 | RecipientPhoneNum |
| Form And Info And Materials | Written-Letter Format-Data Pertinent to Request | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | None | SubmissionDeadlinesTxt |
| Restrictions On Awards | None | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (25 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| WBUR | |||||||
| P O Box 9235 | Boston | MA | 02150 | None | PC | Operating Support | $250 |
| WGBH | |||||||
| P O Box 55875 | Boston | MA | 02205 | None | PC | Operating Support | $250 |
| The Trustees of Reservations | |||||||
| 200 High Street 4th Floor | Boston | MA | 02110 | None | PC | Operating Support | $600 |
| Disabled American Veterans | |||||||
| P O Box 14301 | Cincinnati | OH | 45250 | None | PC | Operating Support | $15,000 |
| Greenlock Therapeutic Riding Center | |||||||
| 59 Summber St | Rehoboth | MA | 02769 | None | PC | Operating Support | $500 |
| Medfield Animal Shelter | |||||||
| P O Box 271 | Medfield | MA | 02052 | None | PC | Operating Support | $5,000 |
| CCCF | |||||||
| P O Box 718 | East Jordan | MI | 49727 | None | PC | Operating Support | $250 |
| Red Cross of Massachusetts | |||||||
| 101 Station Landing Suite 510 | Medford | MA | 02155 | None | PC | Operating Support | $1,000 |
| Partners in Health | |||||||
| P O Box 996 | Frederick | MD | 21705 | None | PC | Operating Support | $1,000 |
| Boston Food Bank | |||||||
| P O Box 55860 | Boston | MA | 02215 | None | PC | Operating Support | $1,000 |
| Project Bread | |||||||
| P O Box 4134 | Woburn | MA | 01888 | None | PC | Operating Support | $1,000 |
| Doctors Without Borders | |||||||
| P O Box 5022 | Hagerstown | MD | 21741 | None | PC | Operating Support | $1,000 |
| Make-A-Wish Foundation | |||||||
| 133 Federal St 2nd FL | Boston | MA | 02110 | None | PC | Operating Support | $500 |
| Fisher House | |||||||
| 12300 Twinbrook Pkwy Suite 410 | Rockville | MD | 20852 | None | PC | Operating Support | $2,500 |
| National Military Family | |||||||
| 2800 Eisenhower Ave Ste 250 | Alexandria | VA | 22314 | None | PC | Operating Support | $2,500 |
| Globe Santa | |||||||
| P O Box 491 | Medford | MA | 02155 | None | PC | Operating Support | $500 |
| Lowell Mason House | |||||||
| P O Box 913 | Medfield | MA | 02052 | None | PC | Operating Support | $1,000 |
| The Rivers School | |||||||
| 333 Winter St | Weston | MA | 02493 | None | PC | Operating Support | $1,500 |
| Pomfret School | |||||||
| 398 Pomfret St | Pomfret Center | CT | 06259 | None | PC | Operating Support | $1,500 |
| ICCS | |||||||
| 9002 Chimney Rock G-243 | Houston | TX | 77096 | None | PC | Operating Support | $500 |
| Lahey Hospital Medical Center | |||||||
| 41 Burlington Mall Rd | Burlington | MA | 01805 | None | PC | Operating Support | $20,000 |
| Avow Foundation | |||||||
| 1095b Whippoorwill Ln | Naples | FL | 34105 | None | PC | Operating Support | $20,000 |
| Medfield Foundation | |||||||
| 459 Main St | Medfield | MA | 02052 | None | PC | Operating Support | $1,000 |
| State YMCA of Michigan | |||||||
| 919 NE Torch Lake Dr | Central Lake | MI | 49622 | None | PC | Operating Support | $1,000 |
| Camp Jabberwocky | |||||||
| P O Box 1357 | Vineyard Haven | MA | 02568 | None | PC | Operating Support | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $79,850 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $431 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $67,387 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $64,813 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $132,631 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $132,631 | 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 | Accounting Fees | CategoryTxt |
| Amt | $2,750 | Amt |
| Net Investment Income | $1,375 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,375 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Bank Charges | Desc |
| Revenue And Expenses Per Books | $120 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $120 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| IRS Tax Refund | $363 |
| Nontaxable distribution | $3,126 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Fees | CategoryTxt |
| Amt | $16,005 | Amt |
| Net Investment Income | $16,005 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Foreign Taxes Paid | $2,107 | $2,107 |
| Other | $660 |