DOLLIVER FAMILY FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- DOLLIVER FAMILY FOUNDATION INC (EIN 82-2871718)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-07-14
- IRS object ID
- 202031969349100618
- 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 Liabilities Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-07-14T08:47:20-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 061092709 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GOLDBLATT BOKOFF LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 457 WEST MAIN STREET | AddressLine1Txt |
| City | NORWICH | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06360 | 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 | 822871718 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DOLLIVER FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DOLL | BusinessNameControlTxt |
| Phone | 8606048339 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 99 NIMROD DR | AddressLine1Txt |
| City | CONCORD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01742 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KIMBERLY DOLLIVER | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8606048339 | PhoneNum |
| Signature | 2020-07-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRAD OATLEY | PreparerPersonNm |
| PTIN | P01958089 | PTIN |
| Phone | 8608865108 | PhoneNum |
| Preparation | 2020-07-09 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 50.245.20.121 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-07-09 | IPDt |
| IP Tm | 15:18:48 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 756AA218A214DA7DE22F160489E8E4D45439B19F | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 756AA218A214DA7DE22F160489E8E4D45439B19F | 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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $49,082 | 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 | $7,500 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $5 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $829 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $829 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $429 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $429 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $429 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $8,763 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,263 | 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 | $775 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $388 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $387 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $6 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $6 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $781 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $394 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $387 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,915 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,915 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $6,696 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $394 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $6,302 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,067 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $869 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $8,163 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,595 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,595 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $42,530 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $42,475 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $44,487 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $50,695 | TotalAssetsBOYAmt |
| Total Assets EOY | $47,070 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $49,082 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $5,692 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $5,692 | 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 | $45,003 | RetainedEarningBOYAmt |
| Retained Earning EOY | $47,070 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $45,003 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $47,070 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $50,695 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $47,070 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $45,003 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,067 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $47,070 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $47,070 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | CAPITAL GAINS DIVIDENDS | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $429 | GrossSalesPriceAmt |
| Gain Or Loss | $429 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $429 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $429 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $7,696 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $46,909 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.164062 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,500 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $47,280 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.052876 | DistributionYr2Rt |
| Total Distribution | 0.216938 | TotalDistributionRt |
| Average Distribution | 0.108469 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $45,683 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $4,955 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $9 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $4,964 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $6,302 | 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 | $9 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $9 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $9 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $9 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CT | OrgReportOrRegisterStateCd |
| 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 | GOLDBLATT BOKOFF LLC | IndividualWithBooksNm |
| Phone | 8608865108 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 457 WEST MAIN STREET | AddressLine1Txt |
| City | NORWICH | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06360 | 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 |
|---|---|---|---|---|---|---|---|---|
| ROBERT DOLLIVER | ||||||||
| 99 NIMROD DRIVE | CONCORD | MA | 01742 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| KIMBERLY DOLLIVER | ||||||||
| 99 NIMROD DRIVE | CONCORD | MA | 01742 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $42,547 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,832 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $46,379 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $46,379 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $696 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $45,683 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,284 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,284 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9 | TotalTaxAmt |
| Distributable Before Adj | $2,275 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,275 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,275 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $6,302 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $6,302 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $9 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $6,293 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,275 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $136 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $5,351 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $5,487 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $6,302 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,275 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $4,027 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $9,514 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $9,514 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $136 | ExcessFromYear2Amt |
| Excess From Year1 | $5,351 | ExcessFromYear1Amt |
| Excess From Current Year | $4,027 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | KIMBERLY DOLLIVER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| NATIONAL ALOPECIA AREATA FOUNDATION | |||||||
| 65 MITCHELL BLVD SUITE 200-B | SAN RAFAEL | CA | 94903 | NONE | PC | UNRESTRICTED GENERAL SUPPORT | $500 |
| THINKGIVE | |||||||
| 26 ELM ST | CONCORD | MA | 01742 | NONE | PC | UNRESTRICTED GENERAL SUPPORT | $500 |
| FARE | |||||||
| 7901 JONES BRANCH DR SUITE 240 | MCLEAN | VA | 22102 | NONE | PC | UNRESTRICTED GENERAL SUPPORT | $1,000 |
| EMERSON HEALTH CARE FOUNDATION INC | |||||||
| 133 OLD ROAD TO NINE ACRE CORNER | CONCORD | MA | 01742 | NONE | NC | UNRESRTICTED GENERAL SUPPORT | $500 |
| WILLARD PARENT TEACHER GROUP | |||||||
| 185 POWDER MILL RD | CONCORD | MA | 01742 | NONE | PC | ANNUAL APPEAL | $600 |
| ALSAC | |||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | NONE | PC | UNRESTRICTED GENERAL SUPPORT | $500 |
| BLINDED AMERICAN VETERANS FOUNDATION | |||||||
| PO BOX 65900 | WASHINGTON | DC | 20035 | NONE | PC | UNRESTRICTED GENERAL SUPPORT | $1,000 |
| RED BARN NURSERY SCHOOL | |||||||
| 724 BOSTON POST RD | WESTON | MA | 02493 | NONE | PC | UNRESTRICTED GENERAL SUPPORT | $565 |
| TISCH BRAIN CANCER CENTER | |||||||
| 20 DUKE MEDICINE CIRCLE | DURHAM | NC | 27710 | NONE | PC | UNRESTRICTED GENERAL SUPPORT | $500 |
| NEW ENGLAND CENTER FOR CHILDREN | |||||||
| 33 TURNPIKE ROAD | SOUTHBOROUGH | MA | 01772 | NONE | PC | UNRESTRICTED GENERAL SUPPORT | $250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,915 | 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) |
|---|---|---|
| Related Or Exempt Function Incm | $5 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $829 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $429 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $1,263 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,263 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (4 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | MANAGES AND PRESERVES INVESTMENTS TO PROVIDE FUNDING FOR VARIOUS |
| 3 | PUBLIC CHARITIES SUPPORTED BY THE FOUNDATION. |
| 4 | SEE ABOVE |
| 8 | SEE ABOVE |
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 | KIMBERLY DOLLIVER | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 99 NIMROD DR | AddressLine1Txt |
| City | CONCORD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01742 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $7,500 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $775 | Amt |
| Net Investment Income | $388 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $387 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 303.153 SH COLUMBIA CONTRARIAN CORE CL A | AT COST | $7,506 | $8,097 |
| 534.759 SH JP MORGAN HEDGED EQUITY CL A | AT COST | $10,006 | $11,342 |
| 1392.758 SH JOHN HNACOCK STRATEGIC INCOME OPPTYS CL A | AT COST | $15,006 | $14,930 |
| 255.754 SH MFS INTL DIVERSIFICATION CL A | AT COST | $5,006 | $5,335 |
| 543.478 SH NEUBERGER BERMAN EMERGING MARKET DEBT CL A | AT COST | $4,951 | $4,783 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO ROBERT & KIMBERLY DOLLIVER | Desc |
| BOY Book Value | $5,692 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KIMBERLY DOLLIVER | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 99 NIMROD DRIVE | AddressLine1Txt |
| City | CONCORD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01742 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX PAID | CategoryTxt |
| Amt | $6 | Amt |
| Net Investment Income | $6 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |