FRANK AND PAULA ZAVRL CHARITABLE FOUNDAT: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- FRANK AND PAULA ZAVRL CHARITABLE FOUNDAT (EIN 27-1536223)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-15
- IRS object ID
- 201913199349105901
- Schema version
- 2018v3.1
- 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
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Receivables Officers Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-15T14:25:16-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 271536223 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRANK AND PAULA ZAVRL CHARITABLE FOUNDAT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FRAN | BusinessNameControlTxt |
| Phone | 9786237254 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 61 KEEZER HILL ROAD | AddressLine1Txt |
| City | HILL | CityNm |
| State Abbreviation | NH | StateAbbreviationCd |
| ZIP | 03243 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FRANK E ZAVRL | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 9786237254 | PhoneNum |
| Signature | 2019-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JENNIFER A LYDON | PreparerPersonNm |
| PTIN | P00987436 | 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 | 2019-11-14 | IPDt |
| IP Tm | 23:51:39 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 5277D3308D123C2970985EBC9220E144B5D3CA48 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-04-17 16:48:07Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $95,308 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $119 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $119 | InterestOnSavNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $119 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $119 | 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 |
| Taxes Rev And Expnss | $185 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $185 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $155,275 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $155,275 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $155,460 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $155,275 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$155,341 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $119 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $171,260 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $13,421 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $13,421 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers BOY | $489 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $487 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $487 | RcvblFromOfficersEOYFMVAmt |
| Corporate Stock BOY | $16,880 | CorporateStockBOYAmt |
| Corporate Stock EOY | $16,880 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $81,400 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $188,629 | TotalAssetsBOYAmt |
| Total Assets EOY | $30,788 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $95,308 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $188,629 | RetainedEarningBOYAmt |
| Retained Earning EOY | $30,788 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $188,629 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $30,788 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $188,629 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $30,788 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $188,629 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$155,341 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $33,288 | SubtotalAmt |
| Other Decreases | $2,500 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $30,788 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $103,701 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $543,084 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.190948 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $172,751 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $359,129 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.481028 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $819,110 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $856,540 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.956301 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $766,330 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,439,687 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.314110 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $87,982 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $645,151 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.136374 | DistributionYr5Rt |
| Total Distribution | 2.078761 | TotalDistributionRt |
| Average Distribution | 0.415752 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $266,635 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $110,854 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $110,855 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $155,275 | 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 | $1 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,406 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,406 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,405 | OverpaymentAmt |
| Applied To ES Tax | $2,405 | 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 | FRANK E ZAVRL | IndividualWithBooksNm |
| Phone | 9786237254 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 61 KEEZER HILL ROAD | AddressLine1Txt |
| City | HILL | CityNm |
| State Abbreviation | NH | StateAbbreviationCd |
| ZIP | 03243 | 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 | Yes (1) | 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 |
|---|---|---|---|---|---|---|---|---|
| FRANK E ZAVRL | ||||||||
| 61 KEEZER HILL ROAD | HILL | NH | 03243 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| PAULA D ZAVRL | ||||||||
| 61 KEEZER HILL ROAD | HILL | NH | 03243 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $198,230 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $72,465 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $270,695 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $270,695 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,060 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $266,635 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $13,332 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $13,332 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1 | TotalTaxAmt |
| Distributable Before Adj | $13,331 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $13,331 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $13,331 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $155,275 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $155,275 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $155,274 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $13,331 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $70,700 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $644,346 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $785,991 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $157,399 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $76,548 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,734,984 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $155,275 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $13,331 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $141,944 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,876,928 | 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 | $70,700 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,806,228 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $644,346 | ExcessFromYear4Amt |
| Excess From Year3 | $785,991 | ExcessFromYear3Amt |
| Excess From Year2 | $157,399 | ExcessFromYear2Amt |
| Excess From Year1 | $76,548 | ExcessFromYear1Amt |
| Excess From Current Year | $141,944 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (32 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| A BIGGER VISION | |||||||
| PO BOX 49031 | ATHENS | GA | 30604 | NONE/EXEMPT | PC | GENERAL PHILANTHROPY | $15,000 |
| DANA-FARBER CANCER INSTITUTE | |||||||
| 450 BROOKLINE AVE | BOSTON | MA | 02215 | NONE/EXEMPT | PC | GENERAL PHILANTHROPY | $500 |
| EPILEPSY FOUNDATION | |||||||
| 650 SUFFOLK ST STE 405 | LOWELL | MA | 01854 | NONE/EXEMPT | PC | GENERAL PHILANTHROPY | $527 |
| FOLDS OF HONOR FOUNDATION | |||||||
| 5800 N PATRIOT DRIVE | OWASSA | OK | 74055 | NONE/EXEMPT | PC | GENERAL PHILANTHROPY | $1,500 |
| GREENBELT FOUNDATION | |||||||
| PO BOX 234 | GREENBELT | MD | 20770 | NONE/EXEMPT | PC | GENERAL PHILANTHROPY | $500 |
| HEADING HOME | |||||||
| 529 MAIN STREET | CHARLESTOWN | MA | 02129 | NONE/EXEMPT | PC | GENERAL PHILANTHROPY | $10,300 |
| LAZARUS HOUSE | |||||||
| PO BOX 408 | LAWRENCE | MA | 01842 | NONE/EXEMPT | PC | GENERAL PHILANTHROPY | $5,244 |
| MAKE A WISH | |||||||
| 1 BULFINCH PLACE | BOSTON | MA | 02114 | NONE/EXEMPT | PC | GENERAL PHILANTHROPY | $3,000 |
| MASS GENERAL HOSPITAL | |||||||
| 125 NASHUA STREET | BOSTON | MA | 02114 | NONE/EXEMPT | PC | GENERAL PHILANTHROPY | $10,000 |
| MUSCULAR DYSTROPHY ASSOC | |||||||
| 161 N CLARK SUITE 3550 | CHICAGO | IL | 60601 | NONE/EXEMPT | PC | GENERAL PHILANTHROPY | $500 |
| NETWORK FOR GOOD | |||||||
| 1140 CONNECTICUT AVENUE NW | WASHINGTON | DC | 20036 | NONE/EXEMPT | PC | GENERAL PHILANTHROPY | $250 |
| PAN MASS CHALLENGE | |||||||
| 77 4TH AVENUE | NEEDHAM | MA | 02494 | NONE/EXEMPT | PC | GENERAL PHILANTHROPY | $2,534 |
| PAYPAL CHARITABLE GIVING FUND | |||||||
| 1250 I STREET AW | WASHINGTON | DC | 20005 | NONE/EXEMPT | PC | GENERAL PHILANTHROPY | $261 |
| PINE STREET INN | |||||||
| 444 HARRISON AVENUE | BOSTON | MA | 02118 | NONE/EXEMPT | PC | GENERAL PHILANTHROPY | $2,500 |
| PINGREE SCHOOL | |||||||
| 537 HIGHLAND STREET | S HAMILTON | MA | 01982 | NONE/EXEMPT | PC | GENERAL PHILANTHROPY | $1,000 |
| PROJECT BREAD-WALK | |||||||
| 145 BORDER STREET | EAST BOSTON | MA | 02128 | NONE/EXEMPT | PC | GENERAL PHILANTHROPY | $500 |
| RED SOX FOUNDATION | |||||||
| 4 JERSEY STREET | BOSTON | MA | 02115 | NONE/EXEMPT | PC | GENERAL PHILANTHROPY | $10,000 |
| SHRINERS HOSPITAL FOR CHILDREN | |||||||
| 2900 N ROCKY POINT DRIVE | TAMPA | FL | 33607 | NONE/EXEMPT | PC | GENERAL PHILANTHROPY | $1,000 |
| ST FRANCIS HOUSE | |||||||
| 39 BOYLSTON STREET | BOSTON | MA | 02116 | NONE/EXEMPT | PC | GENERAL PHILANTHROPY | $2,000 |
| ST JUDE | |||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | NONE/EXEMPT | PC | GENERAL PHILANTHROPY | $500 |
| TARGETCANCER FOUNDATION | |||||||
| 955 MASSACHUSETTS AVENUE | CAMBRIDGE | MA | 02139 | NONE/EXEMPT | PC | GENERAL PHILANTHROPY | $1,568 |
| THE PROGERIA RESEARCH | |||||||
| PO BOX 3453 | PEABODY | MA | 01961 | NONE/EXEMPT | PC | GENERAL PHILANTHROPY | $1,545 |
| THE TRUSTEES OF LAWRENCE ACADEMY | |||||||
| 26 POWDERHOUSE ROAD PO BOX 992 | GROTON | MA | 01450 | NONE/EXEMPT | PC | GENERAL PHILANTHROPY | $3,500 |
| THE TRUSTEES OF DARTMOUTH COLLEGE | |||||||
| 6066 DEVELOPMENT OFFICE | HANOVER | NH | 03755 | NONE/EXEMPT | PC | GENERAL PHILANTHROPY | $15,000 |
| THE TRUSTEES OF RESERVATIONS | |||||||
| 200 HIGH STREET | BOSTON | MA | 02110 | NONE/EXEMPT | PC | GENERAL PHILANTHROPY | $100 |
| UMASS BOSTON | |||||||
| ONE BEACON STREET 31ST FLOOR | BOSTON | MA | 02108 | NONE/EXEMPT | PC | GENERAL PHILANTHROPY | $600 |
| ROBIN HOOD FOUNDATION | |||||||
| 826 BROADWAY 9TH FLOOR | NEW YORK | NY | 10003 | NONE/EXEMPT | PC | GENERAL PHILANTHROPY | $1,471 |
| WOUNDED WARRIOR PROJECT | |||||||
| 4899 BELFORT ROAD | JACKSONVILLE | FL | 32256 | NONE/EXEMPT | PC | GENERAL PHILANTHROPY | $2,000 |
| FUTURES-CT | |||||||
| 158 BROAD ST | MIDDLETOWN | CT | 06457 | NONE/EXEMPT | PC | GENERAL PHILANTHROPY | $520 |
| MARCH OF DIMES | |||||||
| 1550 CRYSTAL DRIVE SUITE 1300 | ARLINGTON | VA | 22202 | NONE/EXEMPT | PC | GENERAL PHILANTHROPY | $250 |
| MARTIN W RICHARD FOUNDATION | |||||||
| 1452 DORCHESTER AVENUE 4TH FLOOR | DORCHESTER | MA | 02122 | NONE/EXEMPT | PC | GENERAL PHILANTHROPY | $105 |
| UVM FOUNDATION | |||||||
| 411 MAIN STREET | BURLINGTON | VT | 05401 | NONE/EXEMPT | PC | GENERAL PHILANTHROPY | $61,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $155,275 | 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 | $119 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $119 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $119 | 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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | JP MORGAN #72004 | StockNm |
| EOY Book Value | $16,880 | EOYBookValueAmt |
| EOYFMV | $81,400 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 2017 CHECKS CLEARING IN 2018 | Desc |
| Amt | $2,500 | Amt |
Other Receivables Officers Sch OtherReceivablesOfficersSch
Officer Other Rcvbl OfficerOtherRcvblGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Borrower Person | REIMBURSEMENT | BorrowerPersonNm |
| Loan Original | $489 | LoanOriginalAmt |
| Balance Due | $0 | BalanceDueAmt |
| Interest | 0.000000000000 | InterestRt |
| Consideration FMV | $0 | ConsiderationFMVAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| STATE FILING FEE | $35 | $0 | $0 | $0 |
| FEDERAL TAX EXPENSE | $150 | $0 | $0 | $0 |