KATHRYN GOODMAN FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- KATHRYN GOODMAN FOUNDATION (EIN 46-3170657)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-06-15
- IRS object ID
- 202041679349100019
- Schema version
- 2019v5.0
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-06-15T13:31:06-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042836739 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ADLER BLANCHARD & ASSOCIATES LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 27 CAMBRIDGE ST STE 201 | 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 | 463170657 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE KATHRYN GOODMAN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KATH | BusinessNameControlTxt |
| Phone | 5086420363 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1451 | AddressLine1Txt |
| City | WEST TISBURY | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02575 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TIMOTHY W GOODMAN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 5086420363 | PhoneNum |
| Signature | 2020-06-15 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CARL BLANCHARD | PreparerPersonNm |
| PTIN | P00851646 | PTIN |
| Phone | 7812730075 | PhoneNum |
| Preparation | 2020-06-15 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 173.13.93.97 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-06-15 | IPDt |
| IP Tm | 13:31:06 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | AF85BCEBE89996ACA9A689FC421AF2F326F5AB09 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 7709BC44AD41A6591596892D26A431C25B6A5BFD | 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 | $7,206,435 | 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 | $90,535 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $4,120 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4,120 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $4,120 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $207,270 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $207,270 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $207,270 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $409,460 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,024,204 | GrossSalesPriceAmt |
| Total Rev And Expnss | $711,385 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $211,390 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $211,390 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $4,750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,750 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $4,750 | AccountingFeesAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $62,815 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $62,815 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $62,815 | OtherProfFeesAdjNetIncmAmt |
| Taxes Rev And Expnss | $4,523 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,523 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $4,523 | TaxesAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $325 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $325 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $325 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $72,413 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $72,413 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $72,413 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $167,870 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $167,870 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $240,283 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $72,413 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $72,413 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $167,870 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $471,102 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $138,977 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $138,977 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | -$1 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $310,600 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $173,861 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $173,861 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $5,087,651 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,695,491 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,032,574 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $5,398,250 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,869,352 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,206,435 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $5,398,250 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $5,869,352 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,398,250 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,869,352 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,398,250 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,869,352 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,398,250 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $471,102 | ExcessRevenueOverExpensesAmt |
| Subtotal | $5,869,352 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $5,869,352 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $91,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,821,138 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.015633 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $79,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,775,385 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.020925 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $5,137 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $382,128 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.013443 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $5,065 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $350,477 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.014452 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $136,198 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $461,664 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.295015 | DistributionYr5Rt |
| Total Distribution | 0.359468 | TotalDistributionRt |
| Average Distribution | 0.071894 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $6,510,635 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $468,076 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,390 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $469,466 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $167,870 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,780 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,780 | SubtotalAmt |
| Tax Based On Investment Income | $2,780 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,351 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $7,351 | TotalPaymentsAndCreditsAmt |
| Overpayment | $4,571 | OverpaymentAmt |
| Applied To ES Tax | $4,571 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | TIMOTHY W GOODMAN | IndividualWithBooksNm |
| Phone | 5086420363 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1451 | AddressLine1Txt |
| City | WEST TISBURY | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02575 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | Yes (true) | UndistributedIncomePYInd |
| Undistributed Income PY1 | 2018 | UndistributedIncomePY1Yr |
| Undistr Incm Sect4942a2 Not App | Yes (true) | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TIMOTHY W GOODMAN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1451 | AddressLine1Txt |
| City | WEST TISBURY | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02575 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 000.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MERRILL LYNCH WEALTH MANAGEMENT | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5905 E GALBRAITH RD | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45236 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MGMT | ServiceTypeTxt |
| Compensation | $63,068 | CompensationAmt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $6,306,277 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $303,505 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,609,782 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $6,609,782 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $99,147 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,510,635 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $325,532 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $325,532 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,780 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,780 | TotalTaxAmt |
| Distributable Before Adj | $322,752 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $322,752 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $322,752 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $167,870 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $167,870 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $167,870 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $322,752 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $168,750 | UndistributedIncomePYAmt |
| Qualifying Distributions | $167,870 | QualifyingDistributionsAmt |
| Applied To Year1 | $167,870 | AppliedToYear1Amt |
| Taxable2 | $880 | Taxable2Amt |
| Undistributed Income CY | $322,752 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (25 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| UNICEF | |||||||
| 125 MAIDEN LANE | NEW YORK | NY | 10038 | NONE | HUMANITARIAN AID TO CHILDREN | $1,770 | |
| MSPCA ANGELL MEMORIAL | |||||||
| 360 SOUTH HUNTINGTON AVE | BOSTON | MA | 02130 | NONE | VETERINARY SERVICES | $3,000 | |
| ANIMAL RESCUE LEAGUE OF BOSTON | |||||||
| 10 CHANDLER ST | BOSTON | MA | 02116 | NONE | ASSISTANCE FOR HOMELESS ANIMALS | $3,000 | |
| ANIMAL SHELTER OF MARTHAS VINEYARD | |||||||
| PO BOX 1829 | EDGARTOWN | MA | 02539 | NONE | VET SERVICES | $3,000 | |
| FELIX NECK SANCTUARY | |||||||
| PO BOX 494 | VINEYARD HAVEN | MA | 02568 | NONE | WILDLIFE PROTECTION | $3,000 | |
| SASSAFRAS EARTH EDUCATION | |||||||
| 5 CHURCH ST | VINEYARD HAVEN | MA | 02586 | NONE | EDUCATION SERVICES | $3,000 | |
| VINEYARD SOCCER BOOSTERS | |||||||
| BOX 1385 | OAKBLUFFS | MA | 02557 | NONE | COMMUNITY PROGRAMS | $3,300 | |
| ROSIES PLACE | |||||||
| 889 HARRISON AVE | BOSTON | MA | 02118 | NONE | ASSISTANCE FOR HOMELESS WOMEN | $5,000 | |
| VINEYARD HOUSE INC | |||||||
| 5 CHURCH ST | VINEYARD HAVEN | MA | 02586 | NONE | REHABILITATION PROGRAMS | $5,000 | |
| MVY CENTER FOR LIVING | |||||||
| PO BOX 1729 | VINEYARD HAVEN | MA | 02568 | NONE | SENIOR ASSISTANCE | $5,000 | |
| FEATHERSTONE CTR | |||||||
| 30 FEATHERSTONE LANE | OAK BLUFFS | MA | 02557 | NONE | COMMUNITY PROGRAMS | $5,000 | |
| PINE STREET INN | |||||||
| 444 HARRISON AVE | BOSTON | MA | 02118 | NONE | ASSISTANCE TO HOMELESS PERSONS | $5,000 | |
| PET ADOPTION AND WELFARE SERVICES | |||||||
| PO BOX 1636 | EDGARTOWN | MA | 02539 | NONE | VETERINARY SERVICES | $5,000 | |
| HOSPICE OF MARTHAS VINEYARD | |||||||
| PO BOX 1748 | VINEYARD HAVEN | MA | 02568 | NONE | HOSPICE AND BEREAVEMENT SERVICES | $5,000 | |
| YMCA OF MARTHAS VINEYARD | |||||||
| 111R EDGARTOWN | VINEYARD HAVEN | MA | 02568 | NONE | COMMUNITY PROGRAMS | $5,000 | VINEYARD HAVEN ROAD |
| CHILDRENS HEALTH FD | |||||||
| 215 WEST 125TH STREET | NEW YORK | NY | 10027 | NONE | HEALTH CARE FOR CHILDREN | $5,000 | |
| HARBOR HOMES | |||||||
| PO BOX 243 | WEST TISBURY | MA | 02575 | NONE | ASSISTANCE FOR HOMELESS | $5,000 | |
| LAGOON POND ASSOCIATION | |||||||
| PO BOX 1978 | VINEYARD HAVEN | MA | 02568 | NONE | PROTECTION OF LAGOON POND | $5,000 | |
| MITCHEL EQUINE RETIREMENT | |||||||
| 300 EAST HADDAM ROAD | SALEM | CT | 06420 | NONE | ANIMAL SANCTUARY | $5,000 | |
| MSK CANCER CENTER | |||||||
| 1275 YORK AVENUE | NEW YORK | NY | 10065 | NONE | CANCER CENTER AND RESEARCH | $5,000 | |
| FRIENDS OF MVY RADIO | |||||||
| PO BOX 1148 | VINEYARD HAVEN | MA | 02568 | NONE | COM MUNITY PROGRAMS | $10,000 | |
| FRIENDS OF EDGARTOWN LIBRARY | |||||||
| 26 W TISBURY RD | EDGARTOWN | MA | 02539 | NONE | COMMUNITY ENRICHMENT | $12,800 | |
| CHILD JUSTICE INC | |||||||
| 8401 COLESVILLE ROAD | SILVER SPRING | MD | 20910 | NONE | PROTECTION FOR ABUSED CHILDREN | $20,000 | |
| MVY REGIONAL HIGH SCHOOL | |||||||
| BOX 1385 | OAK BLUFFS | MA | 02557 | NONE | EDUCATION SERVICES | $20,000 | |
| MUSICALLY FED | |||||||
| 8274 E DEL CADENA | SCOTTSDALE | AZ | 85258 | NONE | COMMUNITY PROGRAMS | $20,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $167,870 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,120 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $207,270 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $409,460 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $211,390 | ExclusionAmt |
| Related Or Exempt Function Incm | $409,460 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $620,850 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | 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 | THE JEAN GOODMAN TRUST | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4750 SOUTH RAEBURN DR | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45223 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $90,535 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADLER BLANCHARD | CategoryTxt |
| Amt | $4,750 | Amt |
| Net Investment Income | $4,750 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $4,750 | AdjustedNetIncomeAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (8 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| AMN ELEC POWER CO | 2018-10 | PURCHASE | 2019-06 | $274,125 | $224,939 | $49,186 |
| ISHARES EDGE MSCI | 2018-10 | PURCHASE | 2019-04 | $250,246 | $233,113 | $17,133 |
| PROCTER & GAMBLE CO | 2018-08 | PURCHASE | 2019-08 | $286,768 | $199,961 | $86,807 |
| COCA COLA COM | 2017-09 | PURCHASE | 2019-11 | $240,092 | $210,167 | $29,925 |
| ISHARES EDGE MSCI | 2018-10 | PURCHASE | 2019-11 | $111,595 | $95,988 | $15,607 |
| KIMBERLY CLARK | 2017-11 | PURCHASE | 2019-06 | $276,708 | $230,750 | $45,958 |
| PUBLIC STORAGE | 2017-09 | PURCHASE | 2019-08 | $263,182 | $209,992 | $53,190 |
| PAYCHEX INC | 2017-09 | PURCHASE | 2019-06 | $321,488 | $209,834 | $111,654 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (44 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMGEN INC COM | $249,962 | $330,266 |
| AT&T | $254,361 | $285,675 |
| AUTOMATIC DATA PROC | $167,625 | $394,196 |
| CHEVRON | $254,737 | $267,050 |
| 6600 SH CISCO SYSTEMS | $209,737 | $316,536 |
| CVS HEALTH GROUP | $250,392 | $354,363 |
| EMERSON ELECT CO | $200,240 | $259,665 |
| EXXON MOBIL | $258,611 | $193,430 |
| FRANKLIN RES INC | $249,689 | $237,977 |
| GENERAL MILLS | $264,818 | $276,905 |
| GENUINE PARTS CO | $200,161 | $235,299 |
| GLAXOSMITHKLINE PLC | $266,010 | $249,987 |
| INTL BUSINESS MACHINES | $292,530 | $260,574 |
| JOHNSON AND JOHNSON | $171,312 | $252,939 |
| KELLOGG CO | $230,488 | $248,284 |
| MICROSOFT | $144,055 | $591,217 |
| PFIZER | $200,400 | $223,718 |
| PINNACLE WEST CAP CORP | $250,083 | $259,898 |
| PUBSVC ENTERPRISE GRP | $242,534 | $318,752 |
| ROYAL BANK CANADA | $165,718 | $211,385 |
| TOTAL S.A. SP ADR | $240,459 | $210,140 |
| UNITED PARCEL SVC | $250,691 | $284,456 |
| VERIZON COM | $215,022 | $262,792 |
| 3M COMPANY | $250,546 | $260,220 |
| ISH TR CORE DIVID GROWTH | $120,419 | $133,362 |
| 7730 SH ISHARES EDGE MSCI | $94,891 | $113,488 |
| 149 SH IBM | ||
| 356 SH VERIZON COMMUNICATIONS | ||
| 5178 SH AT&T | ||
| 2080 SH CHEVRON | ||
| 4580 SH COCA COLA | ||
| 5039 SH GLAXOSMITHKLINE PLC | ||
| 1360 SH IBM | ||
| 2025 SH KIMBERLY CLARK | ||
| 3690 SH PAYCHEX | ||
| 4850 SH PUB SVC ENTERPRISE FRP | ||
| 1005 SH PUBLIC STORAGE | ||
| 2310 SH ROYAL BANK CANADA | ||
| 3055 SH AMN ELEC POWER CO | ||
| 440 SH EXXON MOBIL CORP | ||
| 1270 SH GENERAL MILLS | ||
| 435 SH IBM | ||
| 2400 SH PROCTOR & GAMBLE | ||
| 1640 SH AT&T |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| EXPENSES | |||
| BANK FEES | $325 | $325 | $325 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADVISORY FEES | CategoryTxt |
| Amt | $62,815 | Amt |
| Net Investment Income | $62,815 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $62,815 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN DIVIDEND TAX | CategoryTxt |
| Amt | $4,523 | Amt |
| Net Investment Income | $4,523 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $4,523 | AdjustedNetIncomeAmt |