GAMA CHARITABLE TR: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization: GAMA CHARITABLE TR (EIN 27-2298101)
Tax period: 2019-01-01 to 2019-12-31
Filed: 2020-07-13
IRS object ID: 202001959349102225
Schema version: 2019v5.1
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
Accounting Fees Schedule
Investments Govt Obligations Sch
Investments Other Schedule2
Other Assets Schedule
Other Expenses Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2020-07-13T17:36:45-05:00	ReturnTs
Tax Period End	2019-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	043473347	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	JOHN SCHACHTER ASSOCIATES INC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	297 NEWBURY STREET	AddressLine1Txt
City	BOSTON	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	02115	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	272298101	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	GAMA CHARITABLE TRUST	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	GAMA	BusinessNameControlTxt
Phone	6172361915	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	CO JSA 297 NEWBURY ST 4TH FL	AddressLine1Txt
City	BOSTON	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	02115	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	CLAUDIA DAVIDOFF	PersonNm
Person Title	TRUSTEE	PersonTitleTxt
Phone	6172361915	PhoneNum
Signature	2020-07-07	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	JOHN A SCHACHTER EA	PreparerPersonNm
PTIN	P00242389	PTIN
Phone	6172361915	PhoneNum
Preparation	2020-07-07	PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

Field	Value	IRS element (for citing)
I Pv4 Address	54.175.106.98	IPv4AddressTxt

Field	Value	IRS element (for citing)
IP	2020-07-07	IPDt
IP Tm	15:35:40	IPTm
IP Timezone	ED	IPTimezoneCd
Filing License Type	P	FilingLicenseTypeCd
At Submission Creation Device Id	21C71A7889E7BC16B31EA5EF06EE60BCD0576C45	AtSubmissionCreationDeviceId
At Submission Filing Device Id	21C71A7889E7BC16B31EA5EF06EE60BCD0576C45	AtSubmissionFilingDeviceId

Field	Value	IRS element (for citing)
Tax	2019	TaxYr
Build TS	2021-04-22 16:20:28Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$818,091	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	$27,000	ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss	$5,817	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$5,797	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$70,128	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$239,361	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$70,128	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$102,945	TotalRevAndExpnssAmt
Total Net Invst Incm	$75,925	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$0	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$0	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$0	CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$470	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$94	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$0	AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss	$190	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$42	TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl	$0	TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss	$5,721	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$5,721	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$0	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$6,381	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$5,857	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$221,250	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$221,250	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$227,631	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$5,857	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$221,250	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$124,686	ExcessRevenueOverExpensesAmt
Net Investment Income	$70,068	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	-$5	CashBOYAmt
Cash EOY	-$3	CashEOYAmt
Cash EOYFMV	-$3	CashEOYFMVAmt
US Government Obligations BOY	$54,074	USGovernmentObligationsBOYAmt
US Government Obligations EOY	$16,444	USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV	$16,444	USGovtObligationsEOYFMVAmt
Other Investments BOY	$466,981	OtherInvestmentsBOYAmt
Other Investments EOY	$471,431	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$758,066	OtherInvestmentsEOYFMVAmt
Other Assets BOY	$92	OtherAssetsBOYAmt
Other Assets EOY	$43,584	OtherAssetsEOYAmt
Other Assets EOYFMV	$43,584	OtherAssetsEOYFMVAmt
Total Assets BOY	$521,142	TotalAssetsBOYAmt
Total Assets EOY	$531,456	TotalAssetsEOYAmt
Total Assets EOYFMV	$818,091	TotalAssetsEOYFMVAmt
Grants Payable EOY	$135,000	GrantsPayableEOYAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$135,000	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	$521,142	RetainedEarningBOYAmt
Retained Earning EOY	$396,456	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$521,142	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$396,456	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$521,142	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$531,456	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$521,142	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$124,686	ExcessRevenueOverExpensesAmt
Other Increases	$0	OtherIncreasesAmt
Subtotal	$396,456	SubtotalAmt
Other Decreases	$0	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$396,456	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (65 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	AcquiredAcquiredDt	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
BOOKING HLDGS INC 1 SH	P	2019-03-07	2019-12-31	$2,049	$1,755	$294	$294
BOOKING HLDGS INC 1 SH	P	2019-03-07	2019-12-31	$2,049	$1,755	$294	$294
BRISTOL-MYERS SQUIBB 40 SH	P	2018-09-28	2019-03-28	$1,915	$2,486	-$571	-$571
EOG RESOURCES INC 100 SH	P	2018-09-28	2019-03-07	$9,132	$12,757	-$3,625	-$3,625
MARSH & MCLENNAN CO 20 SH	P	2018-09-28	2019-03-07	$1,802	$1,666	$136	$136
S&P GLOBAL INC 9 SH	P	2019-06-07	2019-12-31	$2,448	$2,024	$424	$424
S&P GLOBAL INC 1 SH	P	2019-06-07	2019-12-31	$272	$225	$47	$47
SALESFORCE.COM INC 20 SH	P	2019-12-20	2019-12-31	$3,250	$3,288	-$38	-$38
ACTIVISION BLIZZARD 150 SH	P	2016-11-18	2019-02-28	$6,279	$5,855	$424	$424
ACTIVISION BLIZZARD 50 SH	P	2016-12-06	2019-02-28	$2,093	$1,842	$251	$251
ACTIVISION BLIZZARD 50 SH	P	2016-12-13	2019-02-28	$2,093	$1,877	$216	$216
ALIBABA GROUP 10 SH	P	2018-08-09	2019-12-31	$2,120	$1,774	$346	$346
ALPHABET INC 4 SH	P	2017-12-27	2019-12-31	$5,347	$4,255	$1,092	$1,092
AMAZON.COM INC 4 SH	P	2016-12-13	2019-12-31	$7,375	$3,118	$4,257	$4,257
AMERICAN TOWER CORP 10 SH	P	2016-12-13	2019-12-31	$2,294	$1,065	$1,229	$1,229
AMERICAN WATER WORKS CO 20 SH	P	2016-11-30	2019-09-25	$2,489	$1,482	$1,007	$1,007
AMERICAN WATER WORKS CO 10 SH	P	2016-12-06	2016-09-25	$1,244	$726	$518	$518
AMERICAN WATER WORKS CO 50 SH	P	2016-12-13	2016-09-25	$6,222	$3,716	$2,506	$2,506
AMERICAN WATER WORKS CO 20 SH	P	2016-12-06	2016-12-31	$2,456	$1,453	$1,003	$1,003
APPLE INC 21 SH	P	2018-12-04	2019-12-31	$6,138	$3,817	$2,321	$2,321
BOOZ ALLEN HAMILTON HLDG 50 SH	P	2017-06-16	2019-03-07	$2,625	$1,594	$1,031	$1,031
BOOZ ALLEN HAMILTON HLDG 40 SH	P	2017-06-16	2019-03-07	$2,643	$1,275	$1,368	$1,368
BOOZ ALLEN HAMILTON HLDG 10 SH	P	2016-10-28	2019-09-25	$709	$305	$404	$404
BOOZ ALLEN HAMILTON HLDG 80 SH	P	2017-06-16	2019-09-25	$5,671	$2,550	$3,121	$3,121
BOSTON SCIENTIFIC CORP 100 SH	P	2016-10-28	2019-12-31	$4,503	$2,211	$2,292	$2,292
BOSTON SCIENTIFIC CORP 70 SH	P	2018-01-22	2019-12-31	$3,152	$1,906	$1,246	$1,246
BRISTOL-MYERS SQUIBB 80 SH	P	2016-11-07	2019-03-28	$3,829	$4,230	-$401	-$401
BRISTOL-MYERS SQUIBB 40 SH	P	2016-11-09	2019-03-28	$1,915	$2,285	-$370	-$370
BRISTOL-MYERS SQUIBB 30 SH	P	2016-11-15	2019-03-28	$1,436	$1,694	-$258	-$258
BRISTOL-MYERS SQUIBB 50 SH	P	2016-11-30	2019-03-28	$2,393	$2,829	-$436	-$436
BRISTOL-MYERS SQUIBB 20 SH	P	2016-12-13	2019-03-28	$957	$1,147	-$190	-$190
CHARTER COMMUNICATIONS 10 SH	P	2017-06-16	2019-12-31	$4,869	$3,405	$1,464	$1,464
CME GROUP INC 60 SH	P	2017-06-07	2019-01-10	$10,750	$7,169	$3,581	$3,581
CONSTELLATION BRANDS 10 SH	P	2016-11-18	2019-12-31	$1,894	$1,555	$339	$339
COSTCO WHOLESALE 30 SH	P	2016-10-28	2019-09-25	$8,657	$4,503	$4,154	$4,154
COSTCO WHOLESALE 20 SH	P	2016-11-18	2019-09-25	$5,771	$3,019	$2,752	$2,752
DANAHER CORP 60 SH	P	2017-03-31	2019-12-31	$9,166	$5,147	$4,019	$4,019
FACEBOOK INC 15 SH	P	2016-11-18	2019-12-31	$3,065	$1,771	$1,294	$1,294
FIRST REPUBLIC BANK 30 SH	P	2017-04-25	2019-03-07	$3,059	$2,805	$254	$254
FIRST REPUBLIC BANK 30 SH	P	2017-04-25	2019-12-31	$3,523	$2,805	$718	$718
FIRST REPUBLIC BANK 30 SH	P	2018-03-14	2019-12-31	$3,523	$2,870	$653	$653
HOME DEPOT 14 SH	P	2018-12-18	2019-12-31	$3,042	$2,385	$657	$657
LEIDOS HLDGS 30 SH	P	2016-11-18	2019-12-31	$2,940	$1,429	$1,511	$1,511
LEIDOS HLDGS 10 SH	P	2017-01-11	2019-12-31	$980	$504	$476	$476
LEIDOS HLDGS 40 SH	P	2018-03-14	2019-12-31	$3,921	$2,746	$1,175	$1,175
MARSH & MCLENNAN CO 20 SH	P	2018-08-03	2019-12-31	$2,223	$1,657	$566	$566
MARSH & MCLENNAN CO 10 SH	P	2018-09-28	2019-12-31	$1,111	$833	$278	$278
MIDDLEBY CORP 40 SH	P	2017-08-29	2019-12-31	$4,401	$4,768	-$367	-$367
PAYPAL HLDGS 20 SH	P	2018-06-12	2019-12-31	$2,157	$1,696	$461	$461
PHILLIPS 66 30 SH	P	2016-11-15	2019-12-31	$3,328	$2,501	$827	$827
SHERWIN WILLIAMS 5 SH	P	2017-04-25	2019-12-31	$2,910	$1,656	$1,254	$1,254
SHERWIN WILLIAMS 10 SH	P	2018-01-22	2019-12-31	$5,820	$4,241	$1,579	$1,579
STARBUCKS CORP 50 SH	P	2017-04-25	2019-02-28	$3,486	$3,057	$429	$429
STARBUCKS CORP 150 SH	P	2016-11-18	2019-07-12	$13,431	$8,410	$5,021	$5,021
SVB FINL GROUP 5 SH	P	2016-11-08	2019-12-31	$1,258	$622	$636	$636
THE CHARLES SCHWAB 50 SH	P	2017-06-28	2019-12-31	$2,379	$2,160	$219	$219
THERMO FISHER SCIENTIFIC 10 SH	P	2016-11-30	2019-12-31	$3,236	$1,407	$1,829	$1,829
THERMO FISHER SCIENTIFIC 10 SH	P	2018-06-12	2019-12-31	$3,236	$2,186	$1,050	$1,050
VISA INC 40 SH	P	2016-10-28	2019-12-31	$7,484	$3,303	$4,181	$4,181
WASTE CONNECTIONS INC 20 SH	P	2018-06-12	2019-12-31	$1,818	$1,529	$289	$289
WASTE CONNECTIONS INC 20 SH	P	2018-09-28	2019-12-31	$1,818	$1,598	$220	$220
ZOETIS INC 20 SH	P	2016-10-28	2019-06-07	$2,205	$973	$1,232	$1,232
ZOETIS INC 50 SH	P	2016-11-30	2019-06-07	$5,512	$2,543	$2,969	$2,969
ZOETIS INC 20 SH	P	2017-03-31	2019-06-07	$2,205	$1,072	$1,133	$1,133
ZOETIS INC 40 SH	P	2016-10-28	2019-12-31	$5,283	$1,946	$3,337	$3,337

Field	Value	IRS element (for citing)
Capital Gain Net Income	$70,128	CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Field	Value	IRS element (for citing)
Liable Section4942 Tax	0	LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1	$0	AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1	$672,138	NetVlNoncharitableAssetsYr1Amt
Distribution Yr1	0.000000	DistributionYr1Rt
Adjusted Qlfy Distri Yr2	$0	AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2	$583,647	NetVlNoncharitableAssetsYr2Amt
Distribution Yr2	0.000000	DistributionYr2Rt
Adjusted Qlfy Distri Yr3	$0	AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3	$478,667	NetVlNoncharitableAssetsYr3Amt
Distribution Yr3	0.000000	DistributionYr3Rt
Adjusted Qlfy Distri Yr4	$0	AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4	$48,069	NetVlNoncharitableAssetsYr4Amt
Distribution Yr4	0.000000	DistributionYr4Rt
Adjusted Qlfy Distri Yr5	$0	AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5	$8,028	NetVlNoncharitableAssetsYr5Amt
Distribution Yr5	0.000000	DistributionYr5Rt
Total Distribution	0.000000	TotalDistributionRt
Average Distribution	0.000000	AverageDistributionRt
Net Vl Noncharitable Assets	$686,060	NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets	$0	AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct	$701	NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct	$701	AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions	$221,250	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	$701	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$701	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$701	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$0	EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid	$0	ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld	$0	BackupWithholdingWithheldAmt
Total Payments And Credits	$0	TotalPaymentsAndCreditsAmt
Es Penalty	$6	EsPenaltyAmt
Tax Due	$707	TaxDueAmt

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

Persons With Books Name PersonsWithBooksName

Field	Value	IRS element (for citing)
Business Name Line1	THE FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	6172361915	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	C/O JSA 297 NEWBURY ST 4TH FL	AddressLine1Txt
City	BOSTON	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	02115	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 (2 entries)

Address Line1USAddress/AddressLine1Txt	Address Line2USAddress/AddressLine2Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee Benefit ProgramEmployeeBenefitProgramAmt	Expense Account Other AllwncExpenseAccountOtherAllwncAmt
CLAUDIA DAVIDOFF
C/O JSA 297 NEWBURY STREET 4TH	FLOOR	BOSTON	MA	02115	TRUSTEE	1.00	$0	$0	$0
JOSEPH KAHAN
C/O JSA 297 NEWBURY STREET 4TH	FLOOR	BOSTON	MA	02115	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

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	$696,508	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$0	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$696,508	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$696,508	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$10,448	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$686,060	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$34,303	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$34,303	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$701	TaxBasedOnInvestmentIncomeAmt
Total Tax	$701	TotalTaxAmt
Distributable Before Adj	$33,602	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$33,602	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$33,602	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$221,250	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$221,250	QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm	$701	PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri	$220,549	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$33,602	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Total Excess Distribution Cyov	$0	TotalExcessDistributionCyovAmt
Qualifying Distributions	$221,250	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$33,602	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$187,648	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$0	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$0	ExcessDistributionCyovAppCYAmt
Total Corpus	$187,648	TotalCorpusAmt
Prior Year Undistributed Incm	$0	PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax	$0	PriorYearDeficiencyOrTaxAmt
Taxable1	$0	Taxable1Amt
Taxable2	$0	Taxable2Amt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3	$0	CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5	$0	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$187,648	ExcessDistriCyovToNextYrAmt
Excess From Current Year	$187,648	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	CLAUDIA DAVIDOFF	ContributingManagerNm
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
BOSTON'S JEWISH COMMUNITY DAY SCHOOL
57 STANLEY AVE	WATERTOWN	MA	02472	N/A	501(C)(3)	FOR THE GENERAL PURPOSES OF THE ORGANIZATION	$86,250
BOSTON'S JEWISH COMMUNITY DAY SCHOOL
57 STANLEY AVE	WATERTOWN	MA	02472	N/A	501(C)(3)	FOR THE GENERAL PURPOSES OF THE ORGANIZATION	$13,750
BOSTON'S JEWISH COMMUNITY DAY SCHOOL
57 STANLEY AVE	WATERTOWN	MA	02472	N/A	501(C)(3)	FOR THE GENERAL PURPOSES OF THE ORGANIZATION	$121,250

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$221,250	TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut	$0	TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$5,817	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$70,128	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$75,945	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$75,945	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 Person	CLAUDIA DAVIDOFF	ContributorPersonNm

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	C/O JSA 297 NEWBURY STREET 4TH FLOO	AddressLine1Txt
City	BOSTON	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	02115	ZIPCd

Field	Value	IRS element (for citing)
Total Contributions	$27,000	TotalContributionsAmt
Person Contribution	Yes (X)	PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	ACCOUNTING	CategoryTxt
Amt	$470	Amt
Net Investment Income	$94	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

Field	Value	IRS element (for citing)
US Govt Obligations Book Vl EOY	$14,950	USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV	$14,950	USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY	$1,494	StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV	$1,494	StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (34 entries)

Category Or ItemCategoryOrItemTxt	Listed At Cost Or FMVListedAtCostOrFMVCd	Book ValueBookValueAmt	EOYFMVEOYFMVAmt
ALPHABET INC	AT COST	$21,303	$33,485
AMAZON.COM INC	AT COST	$15,464	$36,957
AMERICAN WTR WKS CO INC	AT COST	$10,854	$18,428
APPLE INC	AT COST	$19,303	$38,175
BOOZ ALLAN HAMILTON HLDG CORP	AT COST	$5,804	$13,515
BOSTON SCIENTIFIC CORP	AT COST	$15,400	$31,654
CHARTER COMMUNICATIONS INC	AT COST	$13,388	$24,254
CONSTELLATION BRANDS INC	AT COST	$15,255	$18,975
FACEBOOK INC	AT COST	$8,265	$14,368
HEALTHEQUITY INC	AT COST	$8,996	$15,555
LEIDOS HLDGS INC	AT COST	$13,923	$29,367
PAYPAL HLDGS INC	AT COST	$14,195	$32,451
PHILLIPS 66	AT COST	$12,502	$16,712
SVB FINAL GROUP	AT COST	$8,629	$17,573
SALESFORCE.COM INC	AT COST	$11,324	$21,143
THERMO FISHER SCIENTIFIC INC	AT COST	$11,819	$22,741
VISA INC	AT COST	$20,208	$46,975
ZOETIS INC	AT COST	$8,960	$19,853
AMERICAN TOWER CORP	AT COST	$11,524	$25,280
DANAHER CORP	AT COST	$11,086	$19,952
FIRST REP BK	AT COST	$20,171	$25,839
MIDDLEBY CORP	AT COST	$12,824	$12,047
SCHWAB CHARLES CORP	AT COST	$18,728	$21,402
SHERWIN WILLIAMS CO	AT COST	$19,999	$35,012
BIOHAVEN PHARMACEUTICAL HLDG	AT COST	$4,707	$7,622
ALIBABA GROUP HLDG	AT COST	$19,386	$23,331
HOME DEPOT INC	AT COST	$13,780	$17,470
MARSH & MCLENNAN COS	AT COST	$14,087	$18,940
WASTE CONNECTIONS INC	AT COST	$18,406	$22,698
BLACKSTONE GROUP INC	AT COST	$16,623	$16,782
BOOKING HLDGS INC	AT COST	$17,551	$20,537
EVOLUS INC	AT COST	$9,322	$5,233
RE/MAX HLDGS	AT COST	$11,905	$14,626
S&P GLOBAL INC	AT COST	$15,740	$19,114

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

DescDesc	BOY Book ValueBOYBookValueAmt	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
DIVIDEND RECEIVABLE	$92	$111	$111
EOY PENDING SETTLMENT GAINS		$43,473	$43,473

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

Field	Value	IRS element (for citing)
Desc	INVESTMENT FEES	Desc
Revenue And Expenses Per Books	$5,721	RevenueAndExpensesPerBooksAmt
Net Investment Income	$5,721	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAX PAID	$42	$42	$0
FEDERAL TAX	$148	$0	$0