SAMANTHA BECKY MARK FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- SAMANTHA BECKY MARK FOUNDATION (EIN 26-3403705)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-16
- IRS object ID
- 202023219349102637
- 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
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-16T11:07:51-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 331197384 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDERSEN TAX LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 125 HIGH STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | 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 | 263403705 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAMANTHA BECKY MARK FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SAMA | BusinessNameControlTxt |
| Phone | 6172928400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16 BOARDMAN AVENUE | AddressLine1Txt |
| City | MANCHESTER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01944 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BECKY LEVIN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6172928400 | PhoneNum |
| Signature | 2020-11-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SUSAN M DELGADO | PreparerPersonNm |
| PTIN | P01052054 | PTIN |
| Phone | 6172928400 | PhoneNum |
| Preparation | 2020-11-05 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 65.96.173.173 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-05 | IPDt |
| IP Tm | 14:23:24 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 501078A409CA748B07281DDC444D1AE59184E4E2 | 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 | $14,846,122 | 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 | $55,011 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $22,101 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $22,101 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $280,705 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $280,705 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $899,330 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $9,771,248 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,063,977 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $11,860 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,037 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,269,007 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,368,820 | 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 | $31,850 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $146,550 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $146,550 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $15,743 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,243 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $500 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,510 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $195,653 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $149,793 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $500 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,568,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,568,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,763,653 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $149,793 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,568,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$4,494,646 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,219,027 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $6,167 | CashBOYAmt |
| Cash EOY | $3,525 | CashEOYAmt |
| Cash EOYFMV | $3,525 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $748,009 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,611,615 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,611,615 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $1,771,637 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,348,753 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,381,863 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $6,517,162 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,360,115 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,848,255 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $8,067,184 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $6,291,505 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $7,000,864 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $17,110,159 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,615,513 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $14,846,122 | 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 | $17,110,159 | RetainedEarningBOYAmt |
| Retained Earning EOY | $12,615,513 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $17,110,159 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $12,615,513 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $17,110,159 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $12,615,513 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $17,110,159 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$4,494,646 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $12,615,513 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $12,615,513 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $8,398,309 | $7,592,243 | $806,066 | $806,066 |
| 31,300 SHARES OF MYOKARDIA, INC. | D | $1,347,034 | $115,028 | $1,232,006 | $1,232,006 |
| 279 SHARES OF ENANTA PHARMACEUTICALS | D | $23,049 | $23,049 | $23,049 | |
| CAPITAL GAINS DISTRIBUTIONS | P | $2,856 | $2,856 | $2,856 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,063,977 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $3,717,362 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $19,463,301 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.190993 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $3,527,789 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $15,315,641 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.230339 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,687,349 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $14,376,039 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.186933 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,962,918 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $11,024,922 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.178044 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,352,235 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $9,302,757 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.145359 | DistributionYr5Rt |
| Total Distribution | 0.931668 | TotalDistributionRt |
| Average Distribution | 0.186334 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $16,364,360 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $3,049,237 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $22,190 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $3,071,427 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $5,568,500 | 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 | $22,190 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $22,190 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $22,190 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $34,213 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $34,213 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $12,023 | OverpaymentAmt |
| Applied To ES Tax | $12,023 | 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 | Yes (1) | 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 | ANDREW KYRIACOU | IndividualWithBooksNm |
| Phone | 6172928400 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 125 HIGH STREET 16TH FLOOR | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | 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 |
|---|---|---|---|---|---|---|---|---|
| MARK J LEVIN | ||||||||
| C/O THIRD ROCK VENT 29 NEWBURY ST | BOSTON | MA | 02116 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| BECKY RUHMANN LEVIN | ||||||||
| C/O THIRD ROCK VENT 29 NEWBURY ST | BOSTON | MA | 02116 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| GOLDMAN SACHS | |||||
| 125 HIGH STREET 1700 | BOSTON | MA | 02110 | INVESTMENT SERVICES | $146,550 |
| DONNA FORLIZZI | |||||
| 55 TOPSFIELD ROAD | BOXFORD | MA | 01921 | ACCOUNTING | $20,000 |
| ANDERSEN TAX LLC | |||||
| 125 HIGH STREET 16TH FLOOR | BOSTON | MA | 02110 | TAX PREPARATION | $11,850 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
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 | $15,875,559 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $738,004 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $16,613,563 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $16,613,563 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $249,203 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $16,364,360 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $818,218 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $818,218 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $22,190 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $22,190 | TotalTaxAmt |
| Distributable Before Adj | $796,028 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $796,028 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $796,028 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,568,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $5,568,500 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $22,190 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $5,546,310 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $796,028 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $913,627 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,583,336 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,981,849 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,915,679 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,792,473 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $10,186,964 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $5,568,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $796,028 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $4,772,472 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $14,959,436 | 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 | $913,627 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $14,045,809 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,583,336 | ExcessFromYear4Amt |
| Excess From Year3 | $1,981,849 | ExcessFromYear3Amt |
| Excess From Year2 | $2,915,679 | ExcessFromYear2Amt |
| Excess From Year1 | $2,792,473 | ExcessFromYear1Amt |
| Excess From Current Year | $4,772,472 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MARK J LEVIN | ContributingManagerNm |
| Contributing Manager | BECKY RUHMANN LEVIN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| THE POSSIBLE PROJECT | |||||||
| 16 BOARDMAN AVENUE | MANCHESTER | MA | 01944 | RELATED PARTY | 501(C)(3) | GENERAL | $5,400,000 |
| LIFE SCIENCE CARES | |||||||
| PO BOX 425486 | CAMBRIDGE | MA | 02142 | N/A | 501(C)(3) | GENERAL | $5,500 |
| SLING HEALTH | |||||||
| 4240 DUNCAN AVE STE 200 | ST LOUIS | MO | 63110 | N/A | 501(C)(3) | GENERAL | $5,000 |
| EPIPHANY SCHOOL | |||||||
| 154 CENTRE STREET | DORCHESTER | MA | 02124 | N/A | 501(C)(3) | GENERAL | $25,000 |
| LIFE SCIENCE CARES | |||||||
| PO BOX 425486 | CAMBRIDGE | MA | 02142 | N/A | 501(C)(3) | GENERAL | $5,000 |
| GREEN LIGHT FUND | |||||||
| 200 CLARENDON STREET 9TH FLOOR | BOSTON | MA | 02116 | N/A | 501(C)(3) | GENERAL | $52,500 |
| ZAMNI BENI ORPHANAGE | |||||||
| 6201 RIVERA DRIVE | CORAL GABELS | FL | 33134 | N/A | 501(C)(3) | GENERAL | $75,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,568,000 | 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 | $22,101 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $280,705 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $11,860 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $899,330 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,213,996 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,213,996 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| MARK LEVIN | |||||||
| 1 | 16 BOARDMAN AVENUE | MANCHESTER | MA | 01944 | $31,850 | Yes (X) | |
| MARK LEVIN | |||||||
| 2 | 16 BOARDMAN AVENUE | MANCHESTER | MA | 01944 | $23,161 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 2 | ContributorNum |
| Noncash Property | 279 SHARES OF ENANTA PHARMACEUTICALS | NoncashPropertyDesc |
| Fair Market Value | $23,161 | FairMarketValueAmt |
| Received | 2019-07-22 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ACCOUNTING FEES | $20,000 | $0 | $0 |
| TAX PREPARATION | $11,850 | $0 | $0 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| GOLDMAN SACHS - 59658 | $1,401,467 | $1,966,517 |
| GOLDMAN SACHS - 50253 | $586,670 | $749,672 |
| GOLDMAN SACHS - 70410 | $1,371,978 | $2,132,066 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,348,753 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,381,863 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| GOLDMAN SACHS - 59664 (INDEX FUNDS) | AT COST | $935,879 | $4,948,477 |
| GOLDMAN SACHS - 59664 (MISCELLANEOUS INVESTMENTS) | AT COST | $4,367,495 | $825,239 |
| FIRST REPUBLIC - 37922 (MUTUAL FUNDS) | AT COST | $466,710 | $595,889 |
| GOLDMAN SACHS - 70215 (ALTERNATIVE INVESTMENTS) | AT COST | $388,726 | $400,472 |
| GOLDMAN SACHS - 70215 (HEDGE FUNDS + PRIVATE EQUITY) | AT COST | $132,695 | $230,787 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISC ADMINISTRATION | Desc |
| Revenue And Expenses Per Books | $1,510 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| FROM K-1 - GUARANTEED PAYMENT | $2,037 | $2,037 | $2,037 |
| NON-DIVIDEND DISTRIBUTIONS | $9,823 | $0 | $9,823 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $146,550 | Amt |
| Net Investment Income | $146,550 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARK LEVIN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16 BOARDMAN AVENUE | AddressLine1Txt |
| City | MANCHESTER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01944 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $3,243 | $3,243 | $0 |
| MA FILING FEE | $500 | $0 | $500 |
| FEDERAL 990-PF | $12,000 | $0 | $0 |