GOLDBERG & KAISER FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- GOLDBERG & KAISER FAMILY FOUNDATION (EIN 47-5289272)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-05-06
- IRS object ID
- 202011279349100201
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-05-06T07:03:45-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042088368 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRAY GRAY & GRAY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 ROYALL STREET SUITE 102 | AddressLine1Txt |
| City | CANTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02021 | 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 | 475289272 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GOLDBERG AND KAISER FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GOLD | BusinessNameControlTxt |
| Phone | 7814440989 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 41 GRASMERE ROAD | AddressLine1Txt |
| City | NEEDHAM | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02494 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARK A GOLDBERG | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 7814440989 | PhoneNum |
| Signature | 2020-05-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | C JOSEPH CICCARELLO | PreparerPersonNm |
| PTIN | P01202756 | PTIN |
| Phone | 7814070300 | PhoneNum |
| Preparation | 2020-05-05 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 50.234.152.46 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-05-05 | IPDt |
| IP Tm | 18:53:42 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 150264497D447E04F4CDEF0268A653FAC68DA976 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | AC24FCB8CCA0D25B6899466156314D80D6C62EFA | 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 | $3,408,189 | 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 |
| Dividends Rev And Expnss | $93,653 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $93,653 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $121,769 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,394,226 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $121,769 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $215,422 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $215,422 | 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 | $1,950 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,950 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $3,196 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,830 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $12,165 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $12,165 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $17,311 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $15,945 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $154,677 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $154,677 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $171,988 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $15,945 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $154,677 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $43,434 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $199,477 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $180,702 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $47,276 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $47,276 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $284,909 | CorporateStockBOYAmt |
| Corporate Stock EOY | $255,887 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $509,366 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,256,696 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $393,605 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $394,801 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,172,228 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,241,667 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,456,746 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,894,535 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,938,435 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,408,189 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $2,935 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $2,935 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $2,935 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,935 | 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 | $2,891,600 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,935,500 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,891,600 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,935,500 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,894,535 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,938,435 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,891,600 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $43,434 | ExcessRevenueOverExpensesAmt |
| Other Increases | $466 | OtherIncreasesAmt |
| Subtotal | $2,935,500 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,935,500 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| CHARLES SCHWAB #3893 | 2019-12-31 | $41,363 | $40,802 | $561 | $561 |
| CHARLES SCHWAB #3893 | 2019-12-31 | $15,844 | $17,204 | -$1,360 | -$1,360 |
| CHARLES SCHWAB #3893 | 2019-12-31 | $1,243,686 | $1,154,956 | $88,730 | $88,730 |
| CHARLES SCHWAB #3893 | 2019-12-31 | $93,333 | $59,495 | $33,838 | $33,838 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $121,769 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $152,668 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,270,654 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.046678 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $152,668 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,223,233 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.047365 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $23,816 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,021,701 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.007882 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $0 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $753,608 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.000000 | DistributionYr4Rt |
| Total Distribution | 0.101925 | TotalDistributionRt |
| Average Distribution | 0.025481 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,232,361 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $82,364 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,995 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $84,359 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $154,677 | 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 | $1,995 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,995 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,995 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,600 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,600 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $395 | 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 |
| Individual With Books | MARK A GOLDBERG | IndividualWithBooksNm |
| Phone | 7814440989 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 41 GRASMERE ROAD | AddressLine1Txt |
| City | NEEDHAM | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02494 | 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 | Yes (1) | UndistributedIncomePYInd |
| Undistributed Income PY1 | 2018 | UndistributedIncomePY1Yr |
| Undistr Incm Sect4942a2 Not App | Yes (1) | UndistrIncmSect4942a2NotAppInd |
| 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 | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| MARK A GOLDBERG | ||||||||
| 41 GRESMERE ROAD | NEEDHAM | MA | 02494 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| URSULA B KAISER | ||||||||
| 41 GRESMERE ROAD | NEEDHAM | MA | 02494 | TRUSTEE | 0.50 | $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 | $3,180,153 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $101,432 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,281,585 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,281,585 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $49,224 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,232,361 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $161,618 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $161,618 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,995 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,995 | TotalTaxAmt |
| Distributable Before Adj | $159,623 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $159,623 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $159,623 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $154,677 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $154,677 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,995 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $152,682 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $159,623 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $157,832 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $154,677 | QualifyingDistributionsAmt |
| Applied To Year1 | $154,677 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $0 | 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 | $3,155 | Taxable2Amt |
| Undistributed Income CY | $159,623 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MARK A GOLDBERG | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 41 GRASMERE ROAD | AddressLine1Txt |
| City | NEEDHAM | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02494 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7814440989 | RecipientPhoneNum |
| Recipient Email Address | MARK.GOLDBERG41@GMAIL.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | APPLICATION SHOULD BE SUBMITTED IN WRITING, STATING AMOUNT REQUESTED AND PURPOSE | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (26 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN CANCER SOCIETY | |||||||
| 250 WILLIAMS STREET NW | ATLANTA | GA | 30303 | NONE | PUBLIC CHARITY | FURTHER TAX EXEMPT PURPOSE | $83,950 |
| BRIGHAM AND WOMEN'S HOSPITAL | |||||||
| 116 HUNTINGTON AVENUE | BOSTON | MA | 02116 | NONE | PUBLIC CHARITY | FURTHER TAX EXEMPT PURPOSE | $26,105 |
| DANA-FARBER CANCER INSTITUTE | |||||||
| 450 BROOKLINE AVENUE | BOSTON | MA | 02215 | NONE | PUBLIC CHARITY | FURTHER TAX EXEMPT PURPOSE | $250 |
| HARVARD UNIVERSITY | |||||||
| 401 PARK DRIVE | BOSTON | MA | 02215 | NONE | PUBLIC CHARITY | FURTHER TAX EXEMPT PURPOSE | $2,750 |
| LEUKEMIA & LYMPHOMA SOCIETY | |||||||
| 3 INTERNATIONAL DRIVE SUITE 200 | RYE BROOK | NY | 10573 | NONE | PUBLIC CHARITY | FURTHER TAX EXEMPT PURPOSE | $100 |
| MSPCA ANIMAL CARE AND ADOPTION CENTER | |||||||
| 350 S HUNTINGTON AVE | JAMAICA PLAIN | MA | 02130 | NONE | PUBLIC CHARITY | FURTHER TAX EXEMPT PURPOSE | $200 |
| NEEDHAM COMMUNITY COUNCIL | |||||||
| 570 HILLSIDE AVENUE | NEEDHAM | MA | 02494 | NONE | PUBLIC CHARITY | FURTHER TAX EXEMPT PURPOSE | $30,000 |
| NEEDHAM EDUCATION FOUNDATION | |||||||
| 1330 HIGHLAND AVE | NEEDHAM | MA | 02492 | NONE | PUBLIC CHARITY | FURTHER TAX EXEMPT PURPOSE | $500 |
| PINE STREET INN | |||||||
| 444 HARRISON AVENUE | BOSTON | MA | 02118 | NONE | PUBLIC CHARITY | FURTHER TAX EXEMPT PURPOSE | $1,000 |
| ROSIE'S PLACE | |||||||
| 889N HARRISON AVE | BOSTON | MA | 02118 | NONE | PUBLIC CHARITY | FURTHER TAX EXEMPT PURPOSE | $1,000 |
| THE GREAT HALL PERFORMANCE FOUNDATION | |||||||
| PO BOX 920063 | NEEDHAM | MA | 02492 | NONE | PUBLIC CHARITY | FURTHER TAX EXEMPT PURPOSE | $2,000 |
| AMERICAN RED CROSS | |||||||
| 101 STATION LANDING SUITE 510 | MEDFORD | MA | 02155 | NONE | PUBLIC CHARITY | FURTHER TAX EXEMPT PURPOSE | $1,000 |
| WIKIMEDIA FOUNDATION | |||||||
| PO BOX 98204 | WASHINGTON DC | DC | 20090 | NONE | PUBLIC CHARITY | FURTHER TAX EXEMPT PURPOSE | $52 |
| WGBH | |||||||
| 1 GUEST STREET | BOSTON | MA | 02135 | NONE | PUBLIC CHARITY | FURTHER TAX EXEMPT PURPOSE | $120 |
| NEEDHAM HIGH SCHOOL FRIEND AND MUSIC | |||||||
| 609 WEBSTER ST | NEEDHAM | MA | 02494 | NONE | PUBLIC CHARITY | FURTHER TAX EXEMPT PURPOSE | $100 |
| HARVARD MEDICAL SCHOOL | |||||||
| 401 PARK DRIVE | BOSTON | MA | 02215 | NONE | PUBLIC CHARITY | FURTHER TAX EXEMPT PURPOSE | $2,000 |
| NEW YORK ROAD RUNNER | |||||||
| 320 WEST 57TH STREET | NEW YORK | NY | 10019 | NONE | PUBLIC CHARITY | FURTHER TAX EXEMPT PURPOSE | $500 |
| NATIONAL WWII MUSEUM | |||||||
| 945 MAGAZINE STREET | NEW ORLEANS | LA | 70130 | NONE | PUBLIC CHARITY | FURTHER TAX EXEMPT PURPOSE | $200 |
| PARTNERS IN HEALTH | |||||||
| 800 BOYSTON STREET | BOSTON | MA | 02199 | NONE | PUBLIC CHARITY | FURTHER TAX EXEMPT PURPOSE | $1,000 |
| MARINE CORP LEAGUE | |||||||
| 800 BOYSTON STREET SUITE 300 | BOSTON | MA | 02199 | NONE | PUBLIC CHARITY | FURTHER TAX EXEMPT PURPOSE | $50 |
| MINUTEMAN ARC | |||||||
| 35 FOREST RIDGE ROAD | CONCORD | MA | 01742 | NONE | PUBLIC CHARITY | FURTHER TAX EXEMPT PURPOSE | $500 |
| MGH | |||||||
| 125 NASHUA STREET SUITE 540 | BOSTON | MA | 02114 | NONE | PUBLIC CHARITY | FURTHER TAX EXEMPT PURPOSE | $250 |
| ALZHEIMERS ASSOC | |||||||
| 225 N MICHIGAN AVE | CHICAGO | IL | 60601 | NONE | PUBLIC CHARITY | FURTHER TAX EXEMPT PURPOSE | $100 |
| NORTHFIELD MT HERMON SCHOOL | |||||||
| ONE LAMPLIGHTER WAY | MOUNT HERMON | MA | 01354 | NONE | PUBLIC CHARITY | FURTHER TAX EXEMPT PURPOSE | $500 |
| AMERICAN LEGION | |||||||
| 700 N PENNSYLVANIA STREET | INDIAPOLIS | IN | 46206 | NONE | PUBLIC CHARITY | FURTHER TAX EXEMPT PURPOSE | $200 |
| NATIONAL TAY SACHS FOUNDATION | |||||||
| 2001 BEACON STREET | BOSTON | MA | 02135 | NONE | PUBLIC CHARITY | FURTHER TAX EXEMPT PURPOSE | $250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $154,677 | 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 | $93,653 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $121,769 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $215,422 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $215,422 | 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 | 8 | LineNumberTxt |
| Relationship Statement | THE AMOUNT ON PART XV, LINE 8, COLUMN E, IS INCOME EXCLUDED UNDER SECTION 512, 513, OR 514. | RelationshipStatementTxt |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION - GRAY, GRAY & GRAY, LLP | CategoryTxt |
| Amt | $1,950 | Amt |
| Net Investment Income | $1,950 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CHARLES SCHWAB INVESTMENTS | BondNm |
| EOY Book Value | $393,605 | EOYBookValueAmt |
| EOYFMV | $394,801 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CHARLES SCHWAB INVESTMENTS | StockNm |
| EOY Book Value | $255,887 | EOYBookValueAmt |
| EOYFMV | $509,366 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CHARLES SCHWAB INVESTMENTS | AT COST | $1,264,762 | $1,479,841 |
| CHARLES SCHWAB INVESTMENTS | AT COST | $976,905 | $976,905 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEE | $11,662 | $11,662 | $0 |
| OTHERS | $500 | $500 | $0 |
| ROUNDING | $3 | $3 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER ADJUSTMENT | Desc |
| Amt | $466 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXPENSES FOR REIMBURSEMENT | Desc |
| BOY Book Value | $2,935 | BOYBookValueAmt |
| EOY Book Value | $2,935 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX | $1,760 | $1,760 | $0 |
| MA DIVISION OF PUBLIC CHARITIES | $70 | $70 | $0 |
| IRS FORM 990-PF - 2018 ESTIMATE | $1,366 | $0 | $0 |