RABE FAMILY FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- RABE FAMILY FOUNDATION INC (EIN 46-3894725)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-13
- IRS object ID
- 201921339349101177
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-13T09:14:24-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 471019942 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CREATIVE PLANNING TAX LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5454 W 110TH STREET | AddressLine1Txt |
| City | OVERLAND PARK | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66211 | 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 | 463894725 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RABE FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RABE | BusinessNameControlTxt |
| Phone | 9137541368 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 171 OLD FARM ROAD | AddressLine1Txt |
| City | NEWTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02459 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ART RABE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9137541368 | PhoneNum |
| Signature | 2019-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BENJAMIN M HAKE CPA | PreparerPersonNm |
| PTIN | P01270403 | PTIN |
| Phone | 9133382727 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 135.26.244.150 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-05-13 | IPDt |
| IP Tm | 09:14:21 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | A582A5C888C0380C952AC87DA8926A5437E1A8A9 | AtSubmissionFilingDeviceId |
| 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 | $3,801,348 | 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 | $968,011 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $62 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $62 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $72,170 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $72,005 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $307,134 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $924,345 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $307,134 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,347,377 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $379,201 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $780 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $780 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $30,977 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $30,977 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $11,893 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,965 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $500 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $500 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $44,150 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $35,722 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $500 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $0 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $44,150 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $35,722 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,303,227 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $343,479 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $42,320 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $51,820 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $51,820 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,824,338 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,841,483 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,749,210 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $614 | OtherAssetsBOYAmt |
| Other Assets EOY | $318 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $318 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,867,272 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,893,621 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,801,348 | 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 | $2,867,272 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,893,621 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,867,272 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,893,621 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,867,272 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,893,621 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,867,272 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,303,227 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,170,499 | SubtotalAmt |
| Other Decreases | $276,878 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,893,621 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| TD AMERITRADE (DETAIL INFORMATION AVAILABLE ON REQUEST) | 2018-01-01 | 2018-12-31 | $84,133 | $85,604 | -$1,471 | -$1,471 | |
| TD AMERITRADE (DETAIL INFORMATION AVAILABLE ON REQUEST) | 2017-01-01 | 2018-12-31 | $738,132 | $531,607 | $206,525 | $206,525 | |
| CAPITAL GAINS DIVIDENDS | $102,080 | $102,080 | $102,080 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $307,134 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $12,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,616,089 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.004587 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $79,662 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $964,733 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.082574 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $150,038 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $328,111 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.457278 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $47,675 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $114,496 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.416390 | DistributionYr4Rt |
| Total Distribution | 0.960829 | TotalDistributionRt |
| Average Distribution | 0.240207 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,737,593 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $897,796 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,435 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $901,231 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $500 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,870 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,870 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,870 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,480 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $5,480 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $1,390 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 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 | ART RABE | IndividualWithBooksNm |
| Phone | 6179165585 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 171 OLD FARM ROAD | AddressLine1Txt |
| City | NEWTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02459 | 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 |
|---|---|---|---|---|---|---|---|---|
| ART RABE | ||||||||
| 171 OLD FARM ROAD | NEWTON | MA | 02459 | PRESIDENT & SECRETARY | 1.00 | $0 | $0 | $0 |
| PAULA RABE | ||||||||
| 171 OLD FARM ROAD | NEWTON | MA | 02459 | VICE PRESIDENT | 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 | $3,749,832 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $44,679 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,794,511 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,794,511 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $56,918 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,737,593 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $186,880 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $186,880 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,870 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,870 | TotalTaxAmt |
| Distributable Before Adj | $180,010 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $180,010 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $180,010 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $500 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $500 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $180,010 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $66,219 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $35,431 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $101,650 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $500 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $500 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $101,650 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $101,650 | 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 | $77,860 | 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 | ART RABE | ContributingManagerNm |
| Contributing Manager | PAULA RABE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
| Total Grant Or Contri Pd Dur Yr | $0 | 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 | $62 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $72,170 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $307,134 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $379,366 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $379,366 | 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 (10 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| ART & PAULA RABE | |||||||
| 1 | 171 OLD FARM ROAD | NEWTON | MA | 02459 | $169,708 | Yes (X) | |
| ART & PAULA RABE | |||||||
| 2 | 171 OLD FARM ROAD | NEWTON | MA | 02459 | $7,470 | Yes (X) | |
| ART & PAULA RABE | |||||||
| 3 | 171 OLD FARM ROAD | NEWTON | MA | 02459 | $26,228 | Yes (X) | |
| ART & PAULA RABE | |||||||
| 4 | 171 OLD FARM ROAD | NEWTON | MA | 02459 | $98,956 | Yes (X) | |
| ART & PAULA RABE | |||||||
| 5 | 171 OLD FARM ROAD | NEWTON | MA | 02459 | $3,525 | Yes (X) | |
| ART & PAULA RABE | |||||||
| 6 | 171 OLD FARM ROAD | NEWTON | MA | 02459 | $38,437 | Yes (X) | |
| ART & PAULA RABE | |||||||
| 7 | 171 OLD FARM ROAD | NEWTON | MA | 02459 | $26,292 | Yes (X) | |
| ART & PAULA RABE | |||||||
| 8 | 171 OLD FARM ROAD | NEWTON | MA | 02459 | $104,385 | Yes (X) | |
| ART & PAULA RABE | |||||||
| 9 | 171 OLD FARM ROAD | NEWTON | MA | 02459 | $492,230 | Yes (X) | |
| ART & PAULA RABE | |||||||
| 10 | 171 OLD FARM ROAD | NEWTON | MA | 02459 | $780 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (9 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 800 SHARES OF BRK.B | $169,708 | 2018-11-21 |
| 2 | 310.195 SHARES OF DFSCX | $7,470 | 2018-06-15 |
| 3 | 479 SHARES OF IEMG | $26,228 | 2018-06-15 |
| 4 | 670 SHARES OF IWB | $98,956 | 2018-11-21 |
| 5 | 54 SHARES OF SCZ | $3,525 | 2018-06-15 |
| 6 | 866 SHARES OF VEA | $38,437 | 2018-06-15 |
| 7 | 163 SHARES OF VO | $26,292 | 2018-06-15 |
| 8 | 5,319 SHARES OF QCLN | $104,385 | 2018-03-02 |
| 9 | 32,235.106 SHARES OF DFESX | $492,230 | 2018-03-02 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $780 | Amt |
| Net Investment Income | $780 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (16 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ISHARES MSCI KLD 400 SOC IDX FD | $151,679 | $173,538 |
| ISHARES MSCI USA ESG SELECT ETF | $151,775 | $171,625 |
| ARIEL GROWTH FD | $430,755 | $350,186 |
| DFA EMERGING MARKETS SOCIAL CORE PTF | $821,466 | $864,046 |
| DOMINI FDS IMPACT INTL EQUITY INV | $644,649 | $596,226 |
| PARNASSUS CORE EQUITY INVESTOR | $506,515 | $492,277 |
| PARNASSUS FIXED INCOME PORT | $148,774 | $141,212 |
| PAX FUNDS SMALL CAP | $102,426 | $85,896 |
| PIMCO TOTAL RETURN FD | $148,254 | $144,018 |
| STEWARD SMALL-MID CP ENHANCED INDX IND | $165,907 | $138,676 |
| ISHARES RUSSELL 1000 ETF | $110,262 | $166,983 |
| DFA INTEL SML PTFL | $424 | $386 |
| DFA INTL SOCIAL CORE EQUITY PORT | $258,847 | $226,073 |
| ISHARES CORE US AGGBD ET ETF | $84,790 | $85,298 |
| VANGUARD INT-TERM CORP ETF | $88,844 | $88,329 |
| VANGUARD FTSE SOCIAL INDEX FUND | $26,116 | $24,441 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIVIDENDS RECEIVABLE | Desc |
| BOY Book Value | $614 | BOYBookValueAmt |
| EOY Book Value | $318 | EOYBookValueAmt |
| EOYFMV | $318 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON DONATED SECURITIES | Desc |
| Amt | $276,878 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MA ANNUAL REPORT FEE | Desc |
| Revenue And Expenses Per Books | $500 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $500 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEE | CategoryTxt |
| Amt | $30,977 | Amt |
| Net Investment Income | $30,977 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $3,965 | $3,965 | $0 |
| FEDERAL TAXES | $7,928 | $0 | $0 |