THE ROMNEY FOUNDATION FOR CHILDREN: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- THE ROMNEY FOUNDATION FOR CHILDREN (EIN 04-6907315)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-07-07
- IRS object ID
- 202041899349101159
- 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 Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-07-07T08:09:43-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 134008324 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PRICEWATERHOUSECOOPERS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 SEAPORT BLVD | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02210 | 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 | 046907315 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ROMNEY FOUNDATION FOR CHILDREN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROMN | BusinessNameControlTxt |
| Phone | 8572883506 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO ANN D W MITT ROMNEY 137 NEW | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02116 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | W MITT ROMNEY | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8572883506 | PhoneNum |
| Signature | 2020-07-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | FRANK GRAZIANO | PreparerPersonNm |
| PTIN | P00218274 | PTIN |
| Phone | 6175305000 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 155.201.35.69 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-07-07 | IPDt |
| IP Tm | 08:07:47 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 06BD200DBA92EFB2AA8BDC3E6B28A368DE7EEBE6 | 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 | $15,374,334 | 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 | $16,200 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $86,876 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $86,876 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $192,940 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $192,940 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $569,668 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,799,362 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $569,668 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $38 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $38 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $865,722 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $849,522 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $16,200 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $16,200 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $87,201 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $87,201 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $8,588 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $8,463 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,000 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,000 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $113,989 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $113,864 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $745,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $745,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $858,989 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $113,864 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $745,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $6,733 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $735,658 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $125,236 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $136,699 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $136,699 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $1,075,415 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,126,101 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,149,726 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $9,110,059 | CorporateStockBOYAmt |
| Corporate Stock EOY | $9,219,655 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $10,917,052 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $3,441,310 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $3,263,622 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $3,170,857 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $13,752,020 | TotalAssetsBOYAmt |
| Total Assets EOY | $13,746,077 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $15,374,334 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $13,752,020 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $13,746,077 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $13,752,020 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $13,746,077 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $13,752,020 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $13,746,077 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $13,752,020 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $6,733 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $13,758,753 | SubtotalAmt |
| Other Decreases | $12,676 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $13,746,077 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $4,799,362 | GrossSalesPriceAmt |
| Cost Or Other Basis | $4,229,694 | CostOrOtherBasisAmt |
| Gain Or Loss | $569,668 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $569,668 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $569,668 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $301,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $14,564,528 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.020667 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $107,500 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $14,167,031 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.007588 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $667,500 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $13,233,974 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.050438 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $988,648 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $14,475,113 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.068300 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $735,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $14,789,229 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.049698 | DistributionYr5Rt |
| Total Distribution | 0.196691 | TotalDistributionRt |
| Average Distribution | 0.039338 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $14,405,485 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $566,683 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $7,357 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $574,040 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $745,000 | 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 | $7,357 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $7,357 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $7,357 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $13,321 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $13,321 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $5,964 | OverpaymentAmt |
| Applied To ES Tax | $5,964 | 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 | ANN D W MITT ROMNEY | IndividualWithBooksNm |
| Phone | 8572883506 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 137 NEWBURY STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02116 | 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 |
|---|---|---|---|---|---|---|---|---|
| ANN D ROMNEY | ||||||||
| 137 NEWBURY STREET | BOSTON | MA | 02116 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| W MITT ROMNEY | ||||||||
| 137 NEWBURY STREET | BOSTON | MA | 02116 | 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 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GOLDMAN SACHS | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 125 HIGH ST FLOOR 20 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT ADVISOR | ServiceTypeTxt |
| Compensation | $89,201 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $14,584,572 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $40,286 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $14,624,858 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $14,624,858 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $219,373 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $14,405,485 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $720,274 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $720,274 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,357 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,357 | TotalTaxAmt |
| Distributable Before Adj | $712,917 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $712,917 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $712,917 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $745,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $745,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $7,357 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $737,643 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $712,917 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $680,854 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $745,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $680,854 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $64,146 | 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 | $648,771 | 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 | ANN D ROMNEY | ContributingManagerNm |
| Contributing Manager | W MITT ROMNEY | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | THE ROMNEY FOUNDATION FOR CHILDREN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 137 NEWBURY STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02116 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8572883506 | RecipientPhoneNum |
| Form And Info And Materials | NO SPECIAL FORM | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | N/A | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 5 FOR THE FIGHT | |||||||
| 333 RIVER PARK DR | PROVO | UT | 84604 | NO RELATIONSHIP | PC | TO CARRY ON CHAR. ORGANIZATION ACTIVITIES | $5,000 |
| BELMONT HILL SCHOOL | |||||||
| 350 PROSPECT STREET | BELMONT | MA | 02478 | NO RELATIONSHIP | PC | TO CARRY ON CHAR. ORGANIZATION ACTIVITIES | $15,000 |
| BRIGHAM YOUNG UNIVERSITY | |||||||
| C-233 ASB | PROVO | UT | 84602 | NO RELATIONSHIP | PC | TO CARRY ON CHAR. ORGANIZATION ACTIVITIES | $100,000 |
| CHARITY VISION INTERNATIONAL INC | |||||||
| 3210 N CANYON RD SUITE 107 | PROVO | UT | 84604 | NO RELATIONSHIP | PC | TO CARRY ON CHAR. ORGANIZATION ACTIVITIES | $200,000 |
| DANA FARBER PAN MASS CHALLENGE | |||||||
| 44 BINNEY STREET | BOSTON | MA | 02115 | NO RELATIONSHIP | PC | TO CARRY ON CHAR. ORGANIZATION ACTIVITIES | $10,000 |
| LARRY H MILLER CHARITIES INC | |||||||
| 9350 S 150 E STE 1000 | SANDY | UT | 84070 | NO RELATIONSHIP | PC | TO CARRY ON CHAR. ORGANIZATION ACTIVITIES | $5,000 |
| RADY CHILDRENS HOSPITAL | |||||||
| 3020 CHILDRENS WAY MC 5001 | SAN DIEGO | CA | 92123 | NO RELATIONSHIP | PC | TO CARRY ON CHAR. ORGANIZATION ACTIVITIES | $25,000 |
| THE JOEY FUND | |||||||
| 220 N MAIN STREET | NATICK | MA | 01760 | NO RELATIONSHIP | PC | TO CARRY ON CHAR. ORGANIZATION ACTIVITIES | $10,000 |
| THE BRIGHAM & WOMENS HOSPITAL | |||||||
| 75 FRANCIS STREET | BOSTON | MA | 02115 | NO RELATIONSHIP | PC | TO CARRY ON CHAR. ORGANIZATION ACTIVITIES | $350,000 |
| YMCA OF THE NORTH SHORE INC | |||||||
| 245 CABOT STREET | BEVERLY | MA | 01915 | NO RELATIONSHIP | PC | TO CARRY ON CHAR. ORGANIZATION ACTIVITIES | $5,000 |
| MORMON HISTORIC SITES FOUNDATION | |||||||
| 99 WEST S TEMPLE SUITE 2800 | SALT LAKE CITY | UT | 84101 | NO RELATIONSHIP | PC | TO CARRY ON CHAR. ORGANIZATION ACTIVITIES | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $745,000 | 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 | $86,876 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $192,940 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $38 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $569,668 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $849,522 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $849,522 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | W MITT ROMNEY | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 137 NEWBURY STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02116 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $16,200 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEES | CategoryTxt |
| Amt | $16,200 | Amt |
| Net Investment Income | $16,200 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | GOLDMAN SACHS CONSOLIDATED | BondNm |
| EOY Book Value | $3,263,622 | EOYBookValueAmt |
| EOYFMV | $3,170,857 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | GOLDMAN SACHS CONSOLIDATED | StockNm |
| EOY Book Value | $9,219,655 | EOYBookValueAmt |
| EOYFMV | $10,917,052 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,126,101 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,149,726 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK VALUE ADJUSTMENTS | Desc |
| Amt | $12,676 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ANNUAL CUSTODY FEES- GS# 26527 | Desc |
| Revenue And Expenses Per Books | $2,000 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $2,000 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GOLDMAN SACHS 49315 | Desc |
| Revenue And Expenses Per Books | $38 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $38 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (10 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INV. MGMT FEES- GS# 26527 | $28,685 | $28,685 | $0 | $0 |
| INV. MGMT FEES- GS# 40344 | $12,305 | $12,305 | $0 | $0 |
| INV. MGMT FEES- GS# 49315 | $6,630 | $6,630 | $0 | $0 |
| INV. MGMT FEES- GS# 73340 | $5,229 | $5,229 | $0 | $0 |
| INV. MGMT FEES- GS# 73343 | $7,200 | $7,200 | $0 | $0 |
| INV. MGMT FEES- GS# 73349 | $4,286 | $4,286 | $0 | $0 |
| INV. MGMT FEES- GS# 60112 | $3,925 | $3,925 | $0 | $0 |
| INV. MGMT FEES- GS# 60115 | $4,891 | $4,891 | $0 | $0 |
| INV. MGMT FEES- GS# 73906 | $7,605 | $7,605 | $0 | $0 |
| INV. MGMT FEES- GS# 75991 | $6,445 | $6,445 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (10 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INCOME TAX PAID - GS#26527 | $3,274 | $3,274 | $0 | $0 |
| INCOME TAX PAID - GS#40344 | $346 | $346 | $0 | $0 |
| INCOME TAX PAID - GS#73340 | $1,091 | $1,091 | $0 | $0 |
| INCOME TAX PAID - GS#73343 | $2,236 | $2,236 | $0 | $0 |
| INCOME TAX PAID - GS#73349 | $3 | $3 | $0 | $0 |
| INCOME TAX PAID - GS#60112 | $170 | $170 | $0 | $0 |
| INCOME TAX PAID - GS#60115 | $1,245 | $1,245 | $0 | $0 |
| COMMONWEALTH OF MASSACHUSETTS | $125 | $0 | $0 | $0 |
| INCOME TAX PAID - GS#73906 | $32 | $32 | $0 | $0 |
| INCOME TAX PAID - GS#75991 | $66 | $66 | $0 | $0 |