ARTHUR S TARLOW FAMILY FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- ARTHUR S TARLOW FAMILY FOUNDATION (EIN 26-6148352)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-07-15
- IRS object ID
- 201901969349100810
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-07-15T11:07:45-07:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 591362099 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Rogers Wood Hill Starman & Gustason PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2375 Tamiami Trail North Suite 110 | AddressLine1Txt |
| City | Naples | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 341034438 | 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 | 266148352 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Arthur S Tarlow Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ARTH | BusinessNameControlTxt |
| Phone | 2395669171 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | c/o Rick Hajjar 1 Taunton Street | AddressLine1Txt |
| City | Middleboro | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02346 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Arthur S Tarlow | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Signature | 2019-07-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Ronald W Gustason CPA | PreparerPersonNm |
| PTIN | P00103345 | PTIN |
| Phone | 2392621040 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,554,224 | 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 | $349 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $349 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $66,385 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $66,385 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $73,774 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $446,562 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $73,774 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $292 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $140,800 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $140,508 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $416 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $208 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $208 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,250 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,250 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $12,933 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $12,933 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $5,910 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,562 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $21,759 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $16,953 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,458 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $106,800 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $106,800 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $128,559 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $16,953 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $108,258 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $12,241 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $123,555 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $18,463 | CashBOYAmt |
| Cash EOY | $5,699 | CashEOYAmt |
| Cash EOYFMV | $5,699 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $59,748 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $63,386 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $63,386 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,450,701 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,473,945 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,485,139 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,528,912 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,543,030 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,554,224 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Additional Paid In Capital BOY | $7,166 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $7,166 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,521,746 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,535,864 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,528,912 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,543,030 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,528,912 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,543,030 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,528,912 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $12,241 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,877 | OtherIncreasesAmt |
| Subtotal | $1,543,030 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,543,030 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| Capital Gains | P | 2017-01-01 | 2018-12-31 | $999 | $999 | $999 | |
| Raymond James #4350 | P | 2018-01-01 | 2018-12-31 | $32,523 | -$5,690 | -$5,690 | $38,213 |
| Raymond James #4350 | P | 2017-01-01 | 2018-12-31 | $404,573 | $74,933 | $74,933 | $329,640 |
| Raymond James #4350 | P | 2017-01-01 | 2018-12-31 | $7,258 | $2,323 | $2,323 | $4,935 |
| Wash Sale disallowed | P | $1,209 | $1,209 | $1,209 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $73,774 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$4,481 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $74,450 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,695,016 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.04392 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $70,933 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,555,845 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.04559 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $84,072 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,586,847 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.05298 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $67,998 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,603,403 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.04241 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $55,548 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,426,951 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.03893 | DistributionYr5Rt |
| Total Distribution | 0.223832 | TotalDistributionRt |
| Average Distribution | 0.044766 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,653,104 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $74,003 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,236 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $75,239 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $108,258 | 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 | $1,236 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,236 | SubtotalAmt |
| Tax Based On Investment Income | $1,236 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,200 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $3,200 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $1 | EsPenaltyAmt |
| Overpayment | $1,963 | OverpaymentAmt |
| Applied To ES Tax | $1,600 | AppliedToESTaxAmt |
| Refund | $363 | RefundAmt |
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 |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Rick Hajjar | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5089231616 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1Taunton Street | AddressLine1Txt |
| City | Middleboro | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02346 | 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | 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 |
|---|---|---|---|---|---|---|
| Arthur Tarlow Jr | ||||||
| c/o Rick Hajjar 1 Taunton S | Middleboro | MA | 02346 | Trustee | 5.00 | $0 |
| Janet D Tarlow | ||||||
| c/o Rick Hajjar 1 Taunton S | Middleboro | MA | 02346 | Trustee | 5.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | None | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,595,425 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $82,853 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,678,278 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $1,678,278 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $25,174 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,653,104 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $82,655 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $82,655 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,236 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,236 | TotalTaxAmt |
| Distributable Before Adj | $81,419 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $81,419 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $81,419 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $108,258 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $108,258 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,236 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $107,022 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $81,419 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $80,403 | UndistributedIncomePYAmt |
| Qualifying Distributions | $108,258 | QualifyingDistributionsAmt |
| Applied To Year1 | $80,403 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $27,855 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $53,564 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Arthur S Tarlow | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7425 Pelican Bay Boulevard Apt 406 | AddressLine1Txt |
| City | Naples | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34108 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2392621040 | RecipientPhoneNum |
| Form And Info And Materials | Written-Letter Format-Data Pertinent to Request | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | None | SubmissionDeadlinesTxt |
| Restrictions On Awards | None | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (39 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| WBUR | |||||||
| 890 Commonwealth Ave | Boston | MA | 02215 | None | PC | Operating Support | $200 |
| WGBH | |||||||
| 1 Guest St | Boston | MA | 02135 | None | PC | Operating Support | $200 |
| The Trustees of Reservations | |||||||
| 200 High Street 4th Floor | Boston | MA | 02110 | None | PC | Operating Support | $600 |
| Avow Hospice Naples | |||||||
| 1095 Whippoorwill | Naples | FL | 34105 | None | PC | Operating Support | $20,000 |
| Tufts University School of Medicine | |||||||
| 136 Harrison Ave | Boston | MA | 02111 | None | PC | Operating Support | $3,500 |
| Medfield Public Library | |||||||
| 468 Main St | Medfield | MA | 02052 | None | PC | Operating Support | $100 |
| St Matthews House Inc | |||||||
| 2001 Airport Road South | Naples | FL | 34112 | None | PC | Operating Support | $2,500 |
| Neighborhood Health CLinic | |||||||
| 121 Goodlette Road North | Naples | FL | 34102 | None | PC | Operating Support | $2,000 |
| Disabled American Veterans | |||||||
| 3725 Alexandria Pike | Cold Spring | KY | 41076 | None | PC | Operating Support | $15,000 |
| The Humane Society | |||||||
| 370 Airport Pulling Road N | Naples | FL | 34104 | None | PC | Operating Support | $2,000 |
| Greenlock Therapeutic Riding Center | |||||||
| 59 Summber St | Rehoboth | MA | 02769 | None | PC | Operating Support | $500 |
| Wheaton College | |||||||
| 501 College Avenue | Wheaton | IL | 60187 | None | PC | Operating Support | $500 |
| The Shelter for Abused Women and Ch | |||||||
| PO Box 10102 | Naples | FL | 34101 | None | PC | Operating Support | $3,000 |
| Salvation Army | |||||||
| 3180 Estey Avenue | Naples | FL | 34104 | None | PC | Operating Support | $3,000 |
| Medfield Animal Shelter | |||||||
| 101 Old Bridge Street | Medfield | MA | 02052 | None | PC | Operating Support | $5,000 |
| Massachusetts General Hospital | |||||||
| 55 Fruit Street | Boston | MA | 02114 | None | PC | Operating Support | $2,000 |
| Naples Players | |||||||
| 701 5th Avenue South | Naples | FL | 34102 | None | PC | Operating Support | $1,500 |
| Childrens' Hospital Boston | |||||||
| 300 Longwood Hospital | Boston | MA | 02115 | None | PC | Operating Support | $2,000 |
| Collier Conservancy of SWFL | |||||||
| 1495 Smith Preserve Way | Naples | FL | 34102 | None | PC | Operating Support | $3,000 |
| NCH Healthcare Foundation | |||||||
| 350 7th Avenue N | Naples | FL | 34102 | None | PC | Operating Support | $2,500 |
| CCCF | |||||||
| 1405 SE 47th St | Cape Coral | FL | 33914 | None | PC | Operating Support | $250 |
| Red Cross of Massachusetts | |||||||
| 101 Station Landing Suite 510 | Medford | MA | 02155 | None | PC | Operating Support | $1,000 |
| Partners in Health | |||||||
| 800 Boylston Street Suite 300 | Boston | MA | 02199 | None | PC | Operating Support | $1,000 |
| Boston Food Bank | |||||||
| 70 S Bay Ave | Boston | MA | 02118 | None | PC | Operating Support | $1,000 |
| Project Bread | |||||||
| 145 Border St | Boston | MA | 02128 | None | PC | Operating Support | $1,000 |
| Doctors Without Borders | |||||||
| 40 Rector St 16th floor | New York | NY | 10006 | None | PC | Operating Support | $1,000 |
| Make-A-Wish Foundation | |||||||
| 1702 E Highland Ave Suite400 | Phoenix | AZ | 85016 | None | PC | Operating Support | $500 |
| Fisher House | |||||||
| 12300 Twinbrook Pkwy Suite 410 | Rockville | MD | 20852 | None | PC | Operating Support | $1,000 |
| National Military Family | |||||||
| 3601 Eisenhower Ave Suite 425 | Alexandria | VA | 22304 | None | PC | Operating Support | $1,000 |
| Globe Santa | |||||||
| 300 Constitution Dr | Taunton | MA | 02780 | None | PC | Operating Support | $500 |
| Lowell Mason House | |||||||
| 59 Green Street | Medfield | MA | 02052 | None | PC | Operating Support | $1,000 |
| Medfield Police Association | |||||||
| 112 North St | Medfield | MA | 02052 | None | PC | Operating Support | $100 |
| The Rivers School | |||||||
| 333 Winter St | Weston | MA | 02493 | None | PC | Operating Support | $1,000 |
| Pomfret School | |||||||
| 398 Pomfret St | Pomfret Center | CT | 06259 | None | PC | Operating Support | $1,000 |
| ICCS | |||||||
| 616 Propect St | New Haven | CT | 06511 | None | PC | Operating Support | $500 |
| Lahey Clinic Foundation | |||||||
| 41 Burlington Mall Road | Burlington | MA | 01805 | None | PC | Operating Support | $25,000 |
| Cure Alzheimer's Fund | |||||||
| 535 Smithfield St | Pittsburgh | PA | 15222 | None | PC | Operating Support | $300 |
| Multiple Myeloma Research Foundatio | |||||||
| 383 Main Ave 5 | Norwalk | CT | 06851 | None | PC | Operating Support | $300 |
| Block Island Rescue Squad | |||||||
| 10 Beach Ave | New Shoreham | RI | 02807 | None | PC | Operating Support | $250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $106,800 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $349 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $66,385 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $292 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $72,775 | ExclusionAmt |
| Related Or Exempt Function Incm | $999 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $139,801 | ExclusionAmt |
| Related Or Exempt Function Incm | $999 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $140,800 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting Fees | CategoryTxt |
| Amt | $2,500 | Amt |
| Net Investment Income | $1,250 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,250 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Investments held at Raymond James | StockNm |
| EOY Book Value | $1,473,945 | EOYBookValueAmt |
| EOYFMV | $1,485,139 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal fees | CategoryTxt |
| Legal Fees | $416 | LegalFeesAmt |
| Net Investment Income | $208 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $208 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Revenue And Expenses Per Books | $292 | RevenueAndExpensesPerBooksAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Nontaxable distribution | Desc |
| Amt | $1,877 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Fees | CategoryTxt |
| Amt | $12,933 | Amt |
| Net Investment Income | $12,933 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Foreign Taxes Paid | $2,562 | $2,562 |
| Other | $3,348 |