RABE FAMILY FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- RABE FAMILY FOUNDATION INC (EIN 46-3894725)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-06-05
- IRS object ID
- 202021579349100807
- 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 Corp Stock Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-06-05T12:16:38-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 471019942 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CREATIVE PLANNING TAX LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5454 W 110TH STREET | AddressLine1Txt |
| City | OVERLAND PARK | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66211 | 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 | 463894725 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RABE FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RABE | BusinessNameControlTxt |
| Phone | 9137541368 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 171 OLD FARM ROAD | AddressLine1Txt |
| City | NEWTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02459 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ART RABE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9137541368 | PhoneNum |
| Signature | 2020-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BENJAMIN M HAKE CPA | PreparerPersonNm |
| PTIN | P01270403 | PTIN |
| Phone | 9133382727 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 74.222.218.191 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-05-14 | IPDt |
| IP Tm | 08:43:09 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 6288DB041AB8D3DE332A5E809C33BC22B2374556 | 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 | $5,148,516 | 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 | $610,038 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $78 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $78 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $79,738 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $79,738 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $277,273 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,069,185 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $277,273 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $967,127 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $357,089 | 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 | $820 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $820 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $34,026 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $34,026 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $11,078 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,808 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $500 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $500 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $46,424 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $36,834 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,320 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $83,161 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $83,161 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $129,585 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $36,834 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $84,481 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $837,542 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $320,255 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $51,820 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $55,293 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $55,293 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,841,483 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,517,632 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,093,223 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $318 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $3,893,621 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,572,925 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,148,516 | 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 | $3,893,621 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,572,925 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,893,621 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,572,925 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,893,621 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,572,925 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,893,621 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $837,542 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,731,163 | SubtotalAmt |
| Other Decreases | $158,238 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,572,925 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| TD AMERITRADE ACCOUNT | P | 2019-12-31 | $964,086 | $883,762 | $80,324 | $80,324 |
| TD AMERITRADE ACCOUNT | P | 2019-12-31 | $1,704,572 | $1,655,038 | $49,534 | $49,534 |
| TD AMERITRADE ACCOUNT | D | 2019-12-31 | $10,961 | $10,613 | $348 | $348 |
| TD AMERITRADE ACCOUNT | D | 2019-12-31 | $317,673 | $242,499 | $75,174 | $75,174 |
| CAPITAL GAINS DIVIDENDS | P | $71,893 | $71,893 | $71,893 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $277,273 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $500 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,737,593 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.000134 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $12,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,616,089 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.004587 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $79,662 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $964,733 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.082574 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $150,038 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $328,111 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.457278 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $47,675 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $114,496 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.416390 | DistributionYr5Rt |
| Total Distribution | 0.960963 | TotalDistributionRt |
| Average Distribution | 0.192193 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,231,024 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $813,173 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,203 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $816,376 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $84,481 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,405 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,405 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,405 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,880 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $6,880 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $475 | OverpaymentAmt |
| Applied To ES Tax | $475 | 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 | 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 | ART RABE | IndividualWithBooksNm |
| Phone | 6179165585 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 171 OLD FARM ROAD | AddressLine1Txt |
| City | NEWTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02459 | 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 |
|---|---|---|---|---|---|---|---|---|
| ART RABE | ||||||||
| 171 OLD FARM ROAD | NEWTON | MA | 02459 | PRESIDENT & SECRETARY | 1.00 | $0 | $0 | $0 |
| PAULA RABE | ||||||||
| 171 OLD FARM ROAD | NEWTON | MA | 02459 | VICE PRESIDENT | 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 | $4,245,343 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $50,113 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,295,456 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,295,456 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $64,432 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,231,024 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $211,551 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $211,551 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,405 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,405 | TotalTaxAmt |
| Distributable Before Adj | $205,146 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $205,146 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $205,146 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $84,481 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $84,481 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $84,481 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $205,146 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $77,860 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $84,481 | QualifyingDistributionsAmt |
| Applied To Year1 | $77,860 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $6,621 | 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 | $198,525 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ART RABE | ContributingManagerNm |
| Contributing Manager | PAULA RABE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (29 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ALZHEIMERS ASSOCIATION | ||||||
| 225 N MICHIGAN AVE FL 17 | CHICAGO | IL | 60601 | PC | GENERAL CHARITABLE CONTRIBUTION | $6,000 |
| AMERICAN CANCER SOCIETY | ||||||
| 250 WILLIAMS STREET NW | ATLANTA | GA | 30303 | PC | GENERAL CHARITABLE CONTRIBUTION | $1,000 |
| AMERICAN HEART ASSOCIATION | ||||||
| 300 5TH AVE | WALTHAM | MA | 02451 | PC | GENERAL CHARITABLE CONTRIBUTION | $1,000 |
| ANIMAL RESCUE LEAGUE OF BOSTON | ||||||
| 10 CHANDLER ST | BOSTON | MA | 02116 | PC | GENERAL CHARITABLE CONTRIBUTION | $5,000 |
| ASPCA | ||||||
| 424 E 92ND ST | NEW YORK | NY | 10128 | PC | GENERAL CHARITABLE CONTRIBUTION | $2,300 |
| BEAVER COUNTRY DAY SCHOOL | ||||||
| 791 HAMMOND ST | CHESTNUT HILL | MA | 02467 | PC | GENERAL CHARITABLE CONTRIBUTION | $25,000 |
| BEST FRIENDS ANIMAL SOCIETY | ||||||
| 5001 ANGEL CANYON ROAD | KANAB | UT | 84741 | PC | GENERAL CHARITABLE CONTRIBUTION | $2,500 |
| BOSTON MEDICAL CENTER | ||||||
| ONE BOSTON MEDICAL CENTER PL | BOSTON | MA | 02118 | PC | GENERAL CHARITABLE CONTRIBUTION | $1,000 |
| CARE | ||||||
| 151 ELLIS STREET NE | ATLANTA | GA | 30303 | PC | GENERAL CHARITABLE CONTRIBUTION | $2,500 |
| CENTRE STREET FOOD PANTRY | ||||||
| 11 HOMER ST | NEWTON CENTRE | MA | 02459 | PC | GENERAL CHARITABLE CONTRIBUTION | $1,000 |
| DANA FARBER CANCER INSTITUTE | ||||||
| 450 BROOKLINE AVE | BOSTON | MA | 02115 | PC | GENERAL CHARITABLE CONTRIBUTION | $1,500 |
| DOCTORS WITHOUT BORDERS | ||||||
| 40 RECTOR ST 16TH FL | NEW YORK | NY | 10006 | PC | GENERAL CHARITABLE CONTRIBUTION | $1,500 |
| EARTHJUSTICE | ||||||
| 50 CALIFORNIA ST STE 500 | SAN FRANCISCO | CA | 94111 | PC | GENERAL CHARITABLE CONTRIBUTION | $2,500 |
| GREATER BOSTON FOOD BANK | ||||||
| 70 S BAY AVE | BOSTON | MA | 02118 | PC | GENERAL CHARITABLE CONTRIBUTION | $20 |
| MASS AUDUBON | ||||||
| 208 SOUTH GREAT RD | LINCOLN | MA | 01773 | PC | GENERAL CHARITABLE CONTRIBUTION | $500 |
| MERCY FOR ANIMALS | ||||||
| 8033 SUNSET BLVD STE 864 | LOS ANGELES | CA | 90046 | PC | GENERAL CHARITABLE CONTRIBUTION | $1,500 |
| MSPCA | ||||||
| 350 S HUNTINGTON AVE | JAMAICA PLAIN | MA | 02130 | PC | GENERAL CHARITABLE CONTRIBUTION | $1,000 |
| MUSEUM OF SCIENCE | ||||||
| 1 MUSEUM OF SCIENCE DRIVEWAY | BOSTON | MA | 02114 | PC | GENERAL CHARITABLE CONTRIBUTION | $2,500 |
| NEWTON FOOD PANTRY | ||||||
| 1000 COMMONWEALTH AVE | NEWTON | MA | 02459 | PC | GENERAL CHARITABLE CONTRIBUTION | $1,000 |
| NORTHEAST ANIMAL SHELTER | ||||||
| 347 HIGHLAND AVE | SALEM | MA | 01970 | PC | GENERAL CHARITABLE CONTRIBUTION | $1,500 |
| OXFAM AMERICA | ||||||
| 226 CAUSEWAY ST | BOSTON | MA | 02114 | PC | GENERAL CHARITABLE CONTRIBUTION | $1,000 |
| PLANNED PARENTHOOD | ||||||
| 1055 COMMONWEALTH AVE | BOSTON | MA | 02215 | PC | GENERAL CHARITABLE CONTRIBUTION | $3,750 |
| RODMAN RIDE FOR KIDS | ||||||
| 10 LINCOLN RD 208 | FOXBOROUGH | MA | 02035 | PC | GENERAL CHARITABLE CONTRIBUTION | $500 |
| ROSIE'S PLACE | ||||||
| 889 HARRISON AVE | BOSTON | MA | 02118 | PC | GENERAL CHARITABLE CONTRIBUTION | $1,000 |
| ST JUDE HOSPITAL | ||||||
| 4TH AVE | BURLINGTON | MA | 01803 | PC | GENERAL CHARITABLE CONTRIBUTION | $2,000 |
| THE CHESTNUT HILL SCHOOL | ||||||
| 428 HAMMON ST | CHESTNUT HILL | MA | 02467 | PC | GENERAL CHARITABLE CONTRIBUTION | $2,575 |
| THE WALKER HOME & SCHOOL | ||||||
| 1968 CENTRAL AVE | NEEDHAM | MA | 02492 | PC | GENERAL CHARITABLE CONTRIBUTION | $10,000 |
| THREE SQUARES NEW ENGLAND - RIDE FOR FOOD | ||||||
| PO BOX 31 | BELMONT | MA | 02478 | PC | GENERAL CHARITABLE CONTRIBUTION | $516 |
| UNICEF | ||||||
| 3 UNITED NATIONS PLAZA | NEW YORK | NY | 10017 | PC | GENERAL CHARITABLE CONTRIBUTION | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $83,161 | 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 | $78 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $79,738 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $277,273 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $357,089 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $357,089 | 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 Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ART & PAULA RABE | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 171 OLD FARM ROAD | AddressLine1Txt |
| City | NEWTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02459 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $610,038 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (14 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 223 SHARES OF IJH | $44,681 | 2019-12-05 |
| 1 | 50 SHARES OF IWB | $8,638 | 2019-12-05 |
| 1 | 291 SHARES OF SCZ | $17,898 | 2019-12-05 |
| 1 | 270 SHARES OF MUB | $30,761 | 2019-12-05 |
| 1 | 1,365 SHARES OF VEA | $58,620 | 2019-12-05 |
| 1 | 632 SHARES OF VWO | $26,816 | 2019-12-05 |
| 1 | 250 SHARES OF VNQ | $23,110 | 2019-12-05 |
| 1 | 195 SHARES OF VB | $31,557 | 2019-12-05 |
| 1 | 333 SHARES OF BRK.B | $72,894 | 2019-12-05 |
| 1 | 240 SHARES OF DGS | $10,613 | 2019-12-05 |
| 1 | 563 SHARES OF DG | $86,618 | 2019-12-16 |
| 1 | 794 SHARES OF PAYX | $67,784 | 2019-12-16 |
| 1 | 844 SHARES OF RSG | $75,297 | 2019-12-16 |
| 1 | 548 SHARES OF TGT | $41,728 | 2019-12-16 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION | CategoryTxt |
| Amt | $820 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $820 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (18 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ISHARES MSCI KLD 400 SOC IDX FD | $151,679 | $224,163 |
| ISHARES MSCI USA ESG SELECT ETF | $139,459 | $207,061 |
| DFA EMERGING MARKETS SOCIAL CORE PTF | $882,850 | $1,052,475 |
| PARNASSUS CORE EQUITY INVESTOR | $554,487 | $643,336 |
| PARNASSUS FIXED INCOME PORT | $119,802 | $122,343 |
| PAX FUNDS SMALL CAP | $30,816 | $34,055 |
| PIMCO TOTAL RETURN FD | $138,522 | $141,881 |
| DFA INTEL SML PTFL | $424 | $458 |
| ISHARES CORE US AGGBD ET ETF | $241,675 | $252,158 |
| VANGUARD INT-TERM CORP ETF | $174,413 | $183,025 |
| VANGUARD FTSE SOCIAL INDEX FUND | $265,633 | $278,675 |
| ISHARES TRUST ESG MSCI USA SML ETF | $583,450 | $594,971 |
| VANGUARD ESG INTL STK ETF | $994,279 | $999,702 |
| CROSSMARK STEWARD FUNDS SM/MD CAP ENHANCED INDEX A | $54,337 | $57,658 |
| DOLLAR GENERAL CORP COM | $54,310 | $87,817 |
| PAYCHEX INC COM | $43,184 | $67,538 |
| REPUBLIC SERVICES INC COM | $46,584 | $75,648 |
| TARGET CORP COM | $41,728 | $70,259 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIVIDENDS RECEIVABLE | Desc |
| BOY Book Value | $318 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON DONATED SECURITIES | Desc |
| Amt | $158,238 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MA ANNUAL REPORT FEE | Desc |
| Revenue And Expenses Per Books | $500 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $500 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEE | CategoryTxt |
| Amt | $34,026 | Amt |
| Net Investment Income | $34,026 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $2,808 | $2,808 | $0 |
| FEDERAL TAXES | $8,270 | $0 | $0 |