ROME CHARITABLE TRUST: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- ROME CHARITABLE TRUST (EIN 04-6017410)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-05-27
- IRS object ID
- 202041489349101104
- 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
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-05-27T11:00:23-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 346565596 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 CLARENDON STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02116 | 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 | 046017410 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROME CHARITABLE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROME | BusinessNameControlTxt |
| Phone | 6177267286 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE BEACON ST 33RD FL | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02108 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | OFFICER | PersonNm |
| Person Title | TAX MANAGER | PersonTitleTxt |
| Phone | 6177267286 | PhoneNum |
| Signature | 2020-05-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DEBRA CLEARY | PreparerPersonNm |
| PTIN | P01497289 | PTIN |
| Phone | 6175879025 | PhoneNum |
| Preparation | 2020-05-04 | PreparationDt |
| 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 | $511,874 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $9,902 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $9,902 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,259 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,344 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,259 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $473 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $14,634 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $14,161 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $3,444 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $2,583 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $861 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $1,500 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $1,500 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,500 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $750 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $250 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $185 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $139 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $47 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $6,129 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,972 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,658 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $21,178 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $21,178 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $27,307 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,972 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $23,836 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$12,673 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $9,189 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $20,290 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,220 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,220 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| US Government Obligations BOY | $26,034 | USGovernmentObligationsBOYAmt |
| Corporate Stock BOY | $150,149 | CorporateStockBOYAmt |
| Corporate Stock EOY | $179,674 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $507,654 | CorporateStockEOYFMVAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $196,473 | TotalAssetsBOYAmt |
| Total Assets EOY | $183,894 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $511,874 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $196,473 | CapitalStockBOYAmt |
| Capital Stock EOY | $183,894 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $196,473 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $183,894 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $196,473 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $183,894 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $196,473 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$12,673 | ExcessRevenueOverExpensesAmt |
| Other Increases | $94 | OtherIncreasesAmt |
| Subtotal | $183,894 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $183,894 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| .85 COMMERCE BANCSHARES INC | 2012-01-03 | 2019-01-07 | $49 | $23 | $26 | $26 | |
| 50. EVERSOURCE ENERGY | 1957-01-01 | 2019-10-18 | $4,263 | $62 | $4,201 | $4,201 | |
| CAPITAL GAIN DIVIDENDS | $32 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,259 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $20,669 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $448,532 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.046081 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $17,848 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $428,830 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.04162 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $19,644 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $386,664 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.050804 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $17,897 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $376,112 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.047584 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $17,425 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $357,776 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.048704 | DistributionYr5Rt |
| Total Distribution | 0.234793 | TotalDistributionRt |
| Average Distribution | 0.046959 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $473,925 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $22,255 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $92 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $22,347 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $23,836 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $92 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $92 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $92 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $166 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $166 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $74 | OverpaymentAmt |
| Applied To ES Tax | $74 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | MA | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOSTON TRUST & INVESTMENT MGT CO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6177267286 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE BEACON ST33RD FL | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02108 | 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 |
| 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 |
|---|---|---|---|---|---|---|
| BOSTON TRUST INV MGMT CO | ||||||
| ONE BEACON ST 33RD FL | BOSTON | MA | 02108 | CO-TRUSTEE | 0 | $3,444 |
| JOAN ROME SUCCESSOR CO-TRUSTEE | ||||||
| 4117 GREAT MEADOW RD | DEDHAM | MA | 02026 | CO-TRUSTEE | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $481,142 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $481,142 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $481,142 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $7,217 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $473,925 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $23,696 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $23,696 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $92 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $92 | TotalTaxAmt |
| Distributable Before Adj | $23,604 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $23,604 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $23,604 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $23,836 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $23,836 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $92 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $23,744 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $23,604 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $21,177 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $23,836 | QualifyingDistributionsAmt |
| Applied To Year1 | $21,177 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,659 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $20,945 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (28 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| BOSTON UNIVERSITY | ||||||||
| OFC OF GIFT/ESTATE PLANG | 19 DEERFIELD STREET | BOSTON | MA | 02215 | NONE | PC | HIGHER EDUCATION | $424 |
| COMBINED JEWISH PHILANTHROPIES | ||||||||
| OF GREATER BOSTON | 126 HIGH STREET | BOSTON | MA | 02109 | NONE | PC | CARE FOR THE VULNERABLE | $2,118 |
| MUSEUM OF FINE ARTS | ||||||||
| 465 HUNTINGTON AVE | BOSTON | MA | 02115 | NONE | PC | PRESERVES REEMINENT | $115 | |
| BETH ISRAEL DEACONESS HOSPITAL | ||||||||
| OFFICE OF DEVELOPMENT | 330 BROOKLINE AVENUE | BOSTON | MA | 02215 | NONE | PC | HOSPITAL | $4,235 |
| JEWISH FAMILY & CHILDRENS SERVICE | ||||||||
| SERVICE | 1430 MAIN STREET | WALTHAM | MA | 02451 | NONE | PC | HUMAN SERVICE & HEALTH CARE | $1,059 |
| ARTHRITIS FOUNDATION | ||||||||
| 29 CRAFTS STREET | NEWTON | MA | 02458 | NONE | PC | IMPROVE LIVES VIA | $200 | |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | ||||||||
| PO BOX 845945 | BOSTON | MA | 022845945 | NONE | PC | MOBILIZE PEOPLE & RESOURCES | $500 | |
| TEMPLE BETH AVODAH | ||||||||
| 45 PUDDINGSTONE LANE | NEWTON | MA | 02459 | NONE | PC | RELIGIOUS | $1,000 | |
| ALZHEIMER'S ASSOC | ||||||||
| 480 PLEASANT STREET | WATERTOWN | MA | 02472 | NONE | PC | RESEARCH & CARE FOR | $300 | |
| PROJECT BREAD | ||||||||
| 145 BORDER STREET | EAST BOSTON | MA | 02128 | NONE | PC | ANTI-HUNGER ORGANIZATION | $303 | |
| CONGREGATION KEHILLATH ISRAEL | ||||||||
| 384 HARVARD STREET | BROOKLINE | MA | 02446 | NONE | PC | GENERAL SUPPORT | $1,059 | |
| AMERICAN LUNG ASSOCIATION | ||||||||
| 460 TOTTEN POND ROAD 400 | WALTHAM | MA | 02451 | NONE | PC | EDUCATION RESEARCH & | $100 | |
| SUSAN G KOMEN FOR THE CURE | ||||||||
| 1 BEACON STREET 33RD FL | BOSTON | MA | 02108 | NONE | PC | GENERAL SUPPORT | $100 | |
| HABITAT FOR HUMANITY | ||||||||
| 1 BEACON STREET 33RD FL | BOSTON | MA | 02108 | NONE | PC | GENERAL SUPPORT | $100 | |
| HEBREW UNIVERSITY | ||||||||
| C/O ALBERT KALTER P C | 225 BROADWAY | NEW YORK | NY | 10007 | NONE | PC | STRENGTHEN HEBREW | $1,271 |
| AMERICAN DIABETES ASSOC | ||||||||
| 1 BROMFIELD STREET | BOSTON | MA | 02108 | NONE | PC | PREVENT+CURE DIABETES & AID | $300 | |
| JEWISH NATIONAL FUND | ||||||||
| 77 FRANKLIN STREET SUITE 541 | BOSTON | MA | 02110 | NONE | PC | CARETAKER OF THE LAND OF | $200 | |
| MARCH OF DIMES | ||||||||
| 112 TURNPIKE ROAD 102 | WESTBOROUGH | MA | 01581 | NONE | PC | RESEARCH-SAVE BABIES FROM | $200 | |
| DOCTORS WITHOUT BORDERS | ||||||||
| 333 7TH AVENUE | NEW YORK | NY | 100015004 | NONE | PC | RELIEF/ VICTIMS ARMED OF | $200 | |
| SMILE TRAIN | ||||||||
| PO BOX 96231 | WASHINGTON | DC | 200906231 | NONE | PC | SOLVE CLEFT LIP AND PALATE | $200 | |
| AMERICAN HEART ASSOC | ||||||||
| 20 SPEEN STREET | FRAMINGHAM | MA | 01701 | NONE | PC | LIVES FREE OF HEART DISEASE | $300 | |
| MAKE A WISH | ||||||||
| ONE BULFINCH PLACE 2ND FLOOR | BOSTON | MA | 02114 | NONE | PC | GRANTS WISHES OF ILL | $300 | |
| SPECIAL OLYMPICS | ||||||||
| 512 FOREST STREET | MARLBOROUGH | MA | 01752 | NONE | PC | SPORTS-INDIVIDUALS W | $200 | |
| WORLD WILDLIFE FUND | ||||||||
| PO BOX 97180 | WASHINGTON | DC | 200907180 | NONE | PC | CONSERVATION OF NATURE | $300 | |
| NATIONAL JEWISH HEALTH | ||||||||
| 1400 JACKSON ST RM M116 | DENVER | CO | 80206 | NONE | PC | MEDICAL RESEARCH | $424 | |
| UNIVERSITY OF COLORADO CANCER CTR FUND | ||||||||
| 13001 E 17TH PLACE | AURORA | CO | 80045 | NONE | PC | CANCER RESEARCH | $635 | |
| HEBREW SENIOR LIFE | ||||||||
| 1200 CENTRE STREET | BOSTON | MA | 021311097 | NONE | PC | RESPECT & PROMOTE ELDER | $4,935 | |
| MADD | ||||||||
| 15 NEW ENGLAND EXECUTIVE PARK | BURLINGTON | MA | 01803 | NONE | PC | STOP DRUNK DRIVING | $100 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $21,178 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9,902 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,259 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $14,634 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $14,634 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11 | LineNumberTxt |
| Relationship Statement | REFUND | RelationshipStatementTxt |
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 | TAX PREPARATION FEE (NON-ALLOC | CategoryTxt |
| Amt | $1,000 | Amt |
| Net Investment Income | $750 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $250 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (38 entries)
| StockStockNm |
|---|
| 3M CO |
| INTL BUSINESS MACHS |
| EXXON MOBIL CORP |
| T ROWE PRICE GROUP |
| COSTCO WHOLESALE CORP |
| JOHNSON & JOHNSON |
| STATE STREET CORP |
| COLGATE-PALMOLIVE CO |
| PEPSICO INC |
| CISCO SYSTEMS INC |
| BECTON DICKINSON & CO |
| PROCTER & GAMBLE CO |
| MICROSOFT CORPORATION |
| OMNICOM GROUP INC |
| EMERSON ELECTRIC CO |
| BARD C R INC |
| CHUBB CORP |
| CINCINNATI FINANCIAL CORP |
| JP MORGAN CHASE & CO COM |
| PNC FINANCIAL SERVICES GRP INC |
| NIKE INC |
| ROSS STORES INC |
| DONALDSON CO INC |
| APTAR GROUP INC |
| AUTOMATIC DATA PROCESSING, INC |
| ORACLE CORPORATION |
| WATERS CORPORATION |
| COMMERCE BANCSHARES INC |
| AT & T INC |
| METTLER-TOLEDO INTERNATIONAL |
| DEERE & CO |
| ACCENTURE PLC IRELAND |
| APPLE INC |
| EVERSOURCE ENERGY |
| BOSTON TRUST ASSET MGMT #102 |
| CHARTER COMMUNICATIONS INC |
| CLOROX CO |
| BBT CORP |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES - PRINCIPAL (ALLOCA | CategoryTxt |
| Legal Fees | $1,500 | LegalFeesAmt |
| Net Investment Income | $1,500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,500 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER ALLOCABLE EXPENSE-PRINCI | $150 | $113 | $38 |
| OTHER NON-ALLOCABLE EXPENSE - | $35 | $26 | $9 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Revenue And Expenses Per Books | $473 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK ADJ | Desc |
| Amt | $94 | Amt |