LISSY FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- LISSY FAMILY FOUNDATION (EIN 46-5181325)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-12
- IRS object ID
- 202013179349100926
- 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 Other Schedule2
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-12T09:22:03-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 201434316 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GOODWIN PARTNERS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 SUMMIT DRIVE SUITE 210 | AddressLine1Txt |
| City | BURLINGTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01803 | 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 | 465181325 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LISSY FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LISS | BusinessNameControlTxt |
| Phone | 6175778020 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 63 BIRDS HILL AVENUE | AddressLine1Txt |
| City | NEEDHAM | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 024924259 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID LISSY | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6175778020 | PhoneNum |
| Signature | 2020-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | THOMAS W GOODWIN | PreparerPersonNm |
| PTIN | P01257168 | PTIN |
| Phone | 7813284312 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 96.230.242.30 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-12 | IPDt |
| IP Tm | 09:21:59 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 81427C5D1A7E8703054FC1CBA2D0135B17E6BB2E | 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 | $1,768,705 | 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 | $480,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $57 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $57 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $8,524 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $8,524 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,032 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $893,939 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,032 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $490,613 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $10,613 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,135 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $17,502 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $10,067 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $548 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $548 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $0 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $20,185 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,615 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $580,799 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $580,799 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $600,984 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,615 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $580,799 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$110,371 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $106,514 | CashBOYAmt |
| Cash EOY | $4,427 | CashEOYAmt |
| Cash EOYFMV | $4,427 | CashEOYFMVAmt |
| Other Investments BOY | $935,276 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $926,992 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,764,278 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,041,790 | TotalAssetsBOYAmt |
| Total Assets EOY | $931,419 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,768,705 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,041,790 | RetainedEarningBOYAmt |
| Retained Earning EOY | $931,419 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,041,790 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $931,419 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,041,790 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $931,419 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,041,790 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$110,371 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $931,419 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $931,419 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| GREAT POINT WEALTH ADVISORS, LLC - AVAILABLE UPON REQUEST | P | 2019-12-31 | $892,627 | $891,907 | $720 | $720 |
| CAPITAL GAINS DIVIDENDS | P | $1,312 | $1,312 | $1,312 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,032 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $720 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $451,316 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,512,425 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.298406 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $744,879 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $985,571 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.755784 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $184,550 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $975,642 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.189157 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $354,184 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $554,093 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.639214 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $214,511 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $239,154 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.896958 | DistributionYr5Rt |
| Total Distribution | 2.779519 | TotalDistributionRt |
| Average Distribution | 0.555904 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,629,649 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $905,928 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $0 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $905,928 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $580,799 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $0 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,453 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $5,453 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $5,453 | OverpaymentAmt |
| Applied To ES Tax | $5,453 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| 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 | DAVID LISSY | IndividualWithBooksNm |
| Phone | 6175778020 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 63 BIRDS HILL AVENUE | AddressLine1Txt |
| City | NEEDHAM | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 024924259 | 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 | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| DAVID LISSY | ||||||||
| 63 BIRDS HILL AVENUE | NEEDHAM | MA | 02492 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| SUZANNE LISSY | ||||||||
| 63 BIRDS HILL AVENUE | NEEDHAM | MA | 02492 | TRUSTEE | 5.00 | $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 | $1,612,419 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $42,047 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,654,466 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,654,466 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $24,817 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,629,649 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $81,482 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $81,482 | MinimumInvestmentReturnAmt |
| Total Tax | $0 | TotalTaxAmt |
| Distributable Before Adj | $81,482 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $81,482 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $81,482 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $580,799 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $580,799 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $580,799 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $81,482 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $203,987 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $330,603 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $147,144 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $695,931 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $375,695 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,753,360 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $580,799 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $81,482 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $499,317 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,252,677 | 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 | $203,987 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,048,690 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $330,603 | ExcessFromYear4Amt |
| Excess From Year3 | $147,144 | ExcessFromYear3Amt |
| Excess From Year2 | $695,931 | ExcessFromYear2Amt |
| Excess From Year1 | $375,695 | ExcessFromYear1Amt |
| Excess From Current Year | $499,317 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DAVID LISSY | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (44 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ALZHEIMER'S ASSOCIATION | |||||||||||
| 309 WAVERLEY OAKS ROAD | WALTHAM | MA | 02452 | NONE | PC | FOR OPERATING SUPPORT | $125,000 | ||||
| AMERICAN CANCER SOCIETY | |||||||||||
| 125 S HUNTINGTON AVE | BOSTON | MA | 02130 | NONE | PC | FOR OPERATING SUPPORT | $100 | ||||
| BIRTHDAY WISHES | |||||||||||
| 24 SUPERIOR DR | NATICK | MA | 01760 | NONE | PC | FOR OPERATING SUPPORT | $500 | ||||
| BOSTON MARATHON JIMMY FUND WALK | |||||||||||
| PO BOX 849168 | BOSTON | MA | 022849168 | NONE | PC | FOR OPERATING SUPPORT | $250 | ||||
| BRIGHT HORIZONS FOUNDATION FOR CHILDREN | |||||||||||
| 233 NEEDHAM ST 440 | NEWTON | MA | 02464 | NONE | PC | FOR OPERATING SUPPORT | $10,500 | ||||
| CIRCLE OF HOPE | |||||||||||
| 65 ROSEMARY ST | NEEDHAM | MA | 02494 | NONE | PC | FOR OPERATING SUPPORT | $500 | ||||
| COMBINED JEWISH PHILANTHROPY | |||||||||||
| 126 HIGH ST | BOSTON | MA | 02110 | NONE | PC | FOR OPERATING SUPPORT | $500 | ||||
| DANA FARBER INSTITUTE | |||||||||||
| 450 BROOKLINE AVE | BOSTON | MA | 02215 | NONE | PC | FOR OPERATING SUPPORT | $700 | ||||
| FAMILIES FIRST | |||||||||||
| 9 GARLEN ST | WATERTOWN | MA | 02472 | NONE | PC | FOR OPERATING SUPPORT | $500 | ||||
| HUMANE SOCIETY OF US | |||||||||||
| 1255 23RD STREET NW SUITE 450 | WASHINGTON | DC | 20037 | NONE | PC | FOR OPERATING SUPPORT | $304 | ||||
| ITHACA COLLEGE | |||||||||||
| 953 DANBY RD | ITHACA | NY | 14850 | NONE | PC | FOR OPERATING SUPPORT | $260,000 | ||||
| JOE ANDRUZZI FOUNDATION | |||||||||||
| 49 PLAIN ST 500 | NORTH ATTLEBOROUGH | MA | 02760 | NONE | PC | FOR OPERATING SUPPORT | $500 | ||||
| JOG YOUR MEMORY 5K INC | |||||||||||
| 56 NICHOLS ROAD | NEEDHAM | MA | 02492 | NONE | PC | FOR OPERATING SUPPORT | $100 | ||||
| JUMPSTART FOR YOUNG CHILDREN'S INC | |||||||||||
| 1027 308 CONGRESS ST | BOSTON | MA | 02210 | NONE | PC | FOR OPERATING SUPPORT | $100,000 | ||||
| MEMORIAL SLOAN KETTERING CANCER CENTER | |||||||||||
| 1275 YORK AVENUE | NEW YORK | NY | 10065 | NONE | PC | FOR OPERATING SUPPORT | $100 | ||||
| NATIONAL BRAIN TUMOR SOCIETY | |||||||||||
| 55 CHAPEL STREET SUITE 200 | NEWTON | MA | 02458 | NONE | PC | FOR OPERATING SUPPORT | $750 | ||||
| NEEDHAM COMMUNITY FARM | |||||||||||
| 570 HILLSIDE AVENUE | NEEDHAM | MA | 02492 | NONE | PC | FOR OPERATING SUPPORT | $100 | ||||
| NEEDHAM EDUCATION FOUNDATION | |||||||||||
| 570 HILLSIDE AVENUE | NEEDHAM | MA | 02492 | NONE | PC | FOR OPERATING SUPPORT | $300 | ||||
| PAN MASS CHALLENGE | |||||||||||
| 77 FOURTH AVENUE | NEEDHAM | MA | 02492 | NONE | PC | FOR OPERATING SUPPORT | $650 | ||||
| PROJECT BREAD | |||||||||||
| 145 BORDER STREET | BOSTON | MA | 02128 | NONE | PC | FOR OPERATING SUPPORT | $150 | ||||
| RIVERSIDE COMMUNITY CARE | |||||||||||
| 270 BRIDGE ST 301 | DEDHAM | MA | 02026 | NONE | PC | FOR OPERATING SUPPORT | $500 | ||||
| TEMPLE BETH SHALOM | |||||||||||
| 670 HIGHLAND AVE | NEEDHAM | MA | 02492 | NONE | PC | FOR OPERATING SUPPORT | $60,000 | ||||
| THE FESSENDEN SCHOOL | |||||||||||
| 250 WALTHAM ST | NEWTON | MA | 02465 | NONE | PC | FOR OPERATING SUPPORT | $5,000 | ||||
| NATIONAL OVARIAN CANCER COLALITION | |||||||||||
| PO BOX 329 | ARLINGTON | MA | 02476 | NONE | PC | FOR OPERATING SUPPORT | $150 | ||||
| NATIONAL ALLIANCE ON MENTAL ILLNESS | |||||||||||
| 4301 WILSON BLVD SUITE 300 | ARLINGTON | VA | 22203 | NONE | PC | FOR OPERATING SUPPORT | $100 | ||||
| NEEDHAM COMMUNITY COUNCIL | |||||||||||
| 570 HILLSIDE AVENUE | NEEDHAM HEIGHTS | MA | 02494 | NONE | PC | FOR OPERATING SUPPORT | $85 | ||||
| SIBLINGS CONNECTION | |||||||||||
| 89 SOUTH ST | BOSTON | MA | 02111 | NONE | PC | FOR OPERATING SUPPORT | $100 | ||||
| BROOKVIEW HOUSE | |||||||||||
| 2 BROOKVIEW ST 1 | DORCHESTER | MA | 02124 | NONE | PC | FOR OPERATING SUPPORT | $150 | ||||
| WELLESLEY A BETTER CHANCE | |||||||||||
| 396 WASHINGTON ST | WELLESLEY | MA | 02481 | NONE | PC | FOR OPERATING SUPPORT | $1,000 | ||||
| MASS GENERAL HOSPITAL | |||||||||||
| 55 FRUIT STREET | BOSTON | MA | 02114 | NONE | PC | FOR OPERATING SUPPORT | $100 | ||||
| NORTHEASTERN UNIVERSITY | |||||||||||
| 360 HUNTINGTON AVE | BOSTON | MA | 02115 | NONE | PC | FOR OPERATING SUPPORT | $100 | ||||
| BRIGHT FOCUS | |||||||||||
| 22512 GATEWAY CENTER DRIVE | CLARKSBURG | MD | 20871 | NONE | PC | FOR OPERATING SUPPORT | $100 | ||||
| THE RED SOX FOUNDATION | |||||||||||
| 4 JERSEY STREET | BOSTON | MA | 02215 | NONE | PC | FOR OPERATING SUPPORT | $100 | ||||
| JUST TRYAN IT | |||||||||||
| PO BOX 34589 | BETHESDA | MD | 20872 | NONE | PC | FOR OPERATING SUPPORT | $75 | ||||
| SEATTLE HUMANE | |||||||||||
| 13212 SE EASTGATE WAY | BELLEVUE | WA | 98005 | NONE | PC | FOR OPERATING SUPPORT | $100 | ||||
| BEYOND THE 11TH | |||||||||||
| PO BOX 457 | NEEDHAM | MA | 02494 | NONE | PC | FOR OPERATING SUPPORT | $100 | ||||
| MILES FOR MIGRANTS | |||||||||||
| 3629 LAUREL ST | NEW ORLEANS | LA | 701152525 | NONE | PC | FOR OPERATING SUPPORT | $250 | ||||
| JIMMY FUND | |||||||||||
| 10 BROOKLINE PLACE WEST | BROOKLINE | MA | 024457226 | NONE | PC | FOR OPERATING SUPPORT | $250 | ||||
| ABACO WINDY BAY RELIEF FUND | |||||||||||
| NONE | PC | FOR OPERATING SUPPORT | $5,000 | CHEROKEE ROAD | MARSH HARBOUR | ABACO | BF | ||||
| COTTING SCHOOL | |||||||||||
| 453 CONCORD AVE | LEXINGTON | MA | 02421 | NONE | PC | FOR OPERATING SUPPORT | $250 | ||||
| COMMONWEALTH OF MASSACHUSETTS | |||||||||||
| ONE ASHBURTON PLACE 17TH FLOOR | BOSTON | MA | 02108 | NONE | PC | FOR OPERATING SUPPORT | $35 | ||||
| BOSTON BULLPEN PROJECT | |||||||||||
| PO BOX 920512 | NEEDHAM | MA | 02492 | NONE | PC | FOR OPERATING SUPPORT | $500 | ||||
| NEEDHAM GOES PURPLE | |||||||||||
| PO BOX 920873 | NEEDHAM | MA | 02492 | NONE | PC | FOR OPERATING SUPPORT | $5,000 | ||||
| RIVERSTONE MEMORY CENTER | |||||||||||
| 99 FOR WASHINGTON AVE | NEW YORK | NY | 10032 | NONE | PC | FOR OPERATING SUPPORT | $250 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $580,799 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $57 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,524 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,032 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $10,613 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $10,613 | 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 | MR AND MRS DAVID LISSY | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 63 BIRDS HILL AVENUE | AddressLine1Txt |
| City | NEEDHAM | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02492 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $480,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | SECURITY - 3200 SHARES OF BRIGHT HORIZONS | NoncashPropertyDesc |
| Fair Market Value | $480,000 | FairMarketValueAmt |
| Received | 2019-11-21 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | GOODWIN PAARTNER LLP | CategoryTxt |
| Amt | $2,135 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | GREAT POINT WEALTH ADVISORS - AVAILABLE UPON REQUEST | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $926,992 | BookValueAmt |
| EOYFMV | $1,764,278 | EOYFMVAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | GREAT POINT WEALTH ADVISORS, LLC | CategoryTxt |
| Amt | $17,502 | Amt |
| Net Investment Income | $10,067 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |