ALTAMIRA FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- ALTAMIRA FOUNDATION (EIN 20-7190733)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-16
- IRS object ID
- 201921369349100502
- 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 Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-16T06:21:14-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042620388 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COLES & BODOIN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 SECOND AVENUE | AddressLine1Txt |
| City | NEEDHAM | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02494 | 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 | 207190733 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ALTAMIRA FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O KENNETH L ABRAMS ET AL | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ALTA | BusinessNameControlTxt |
| Phone | 7813295186 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 SUMMER STREET | AddressLine1Txt |
| City | WESTWOOD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02090 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KENNETH ABRAMS | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 7813295186 | PhoneNum |
| Signature | 2019-05-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | FRANK CONSTANCE CPA | PreparerPersonNm |
| PTIN | P00047999 | PTIN |
| Phone | 7814551400 | PhoneNum |
| Preparation | 2019-05-09 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 142.147.8.47 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-05-09 | IPDt |
| IP Tm | 15:43:01 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | E03B8B0449D9CDEBF6D6FD6CE5DF8E0B3C58739B | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | E03B8B0449D9CDEBF6D6FD6CE5DF8E0B3C58739B | 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 | $12,922,025 | 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 | $2,648,267 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,161 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,161 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $336,115 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $336,115 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,718,246 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,080,238 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,718,246 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $4,703,789 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,055,522 | 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 | $4,350 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $4,350 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $108,783 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $17,305 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $500 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,663 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $103 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $7 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $114,796 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $17,408 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,857 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $353,208 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $353,208 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $468,004 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $17,408 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $358,065 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $4,235,785 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,038,114 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,097,876 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,841 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,841 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $4,592,164 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,833,971 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,811,120 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,228,523 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,902,196 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,865,899 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $2,808,052 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $5,505,930 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $5,243,165 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $10,726,615 | TotalAssetsBOYAmt |
| Total Assets EOY | $13,243,938 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $12,922,025 | 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 | $10,726,615 | RetainedEarningBOYAmt |
| Retained Earning EOY | $13,243,938 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,726,615 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $13,243,938 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,726,615 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $13,243,938 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,726,615 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $4,235,785 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $14,962,400 | SubtotalAmt |
| Other Decreases | $1,718,462 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $13,243,938 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 7,500 SHS. ALKERMES PLC | D | 2011-09-20 | 2018-05-01 | $335,012 | $121,800 | $213,212 | $213,212 |
| 18,500 SHS. ALKERMES PLC | D | 2011-09-20 | 2018-12-10 | $633,538 | $300,440 | $333,098 | $333,098 |
| 6,623 SHS. AMERICAN TOWER CORP | D | 2018-05-01 | $894,742 | $81,175 | $813,567 | $813,567 | |
| 26,000 SHS. MEDICINES CO | D | 2007-07-05 | 2018-05-01 | $758,398 | $426,040 | $332,358 | $332,358 |
| 13,026.052 SHS. DOUBLELINE LOW DUR BOND | P | 2017-12-19 | 2018-03-08 | $130,000 | $130,782 | -$782 | -$782 |
| 25,075.226 SHS. DOUBLELINE LOW DUR BOND | P | 2017-12-19 | 2018-04-26 | $250,000 | $251,755 | -$1,755 | -$1,755 |
| SCHWAB VARIABLE SHARE | P | 2018-12-11 | $50,000 | $50,000 | $0 | $0 | |
| CAPITAL GAINS DIVIDENDS | P | $28,548 | $28,548 | $28,548 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,718,246 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $389,359 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $10,755,177 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.036202 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $831,335 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $6,806,472 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.122139 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $554,871 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $6,212,662 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.089313 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $405,349 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,602,938 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.088063 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $356,761 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,163,726 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.112766 | DistributionYr5Rt |
| Total Distribution | 0.448483 | TotalDistributionRt |
| Average Distribution | 0.089697 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $12,818,926 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,149,819 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $20,381 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,170,200 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $358,065 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $40,762 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $40,762 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $40,762 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $71,000 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $71,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $22 | EsPenaltyAmt |
| Overpayment | $30,216 | OverpaymentAmt |
| Applied To ES Tax | $30,216 | 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 | KENNETH L ABRAMS | IndividualWithBooksNm |
| Phone | 7813295186 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 SUMMER STREET | AddressLine1Txt |
| City | WESTWOOD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02090 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| KENNETH L ABRAMS | ||||||||
| 401 SUMMER STREET | WESTWOOD | MA | 02090 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| SUSAN N ABRAMS | ||||||||
| 401 SUMMER STREET | WESTWOOD | MA | 02090 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JESSICA A MURRAY | ||||||||
| 818 NORTH QUINCY ST 1207 | ARLINGTON | VA | 22203 | 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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
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 | $12,465,951 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $548,187 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $13,014,138 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $13,014,138 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $195,212 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $12,818,926 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $640,946 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $640,946 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $40,762 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $40,762 | TotalTaxAmt |
| Distributable Before Adj | $600,184 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $600,184 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $600,184 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $358,065 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $358,065 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $358,065 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $600,184 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $203,949 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $187,861 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $282,786 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $517,261 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $1,191,857 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $358,065 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $358,065 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $242,119 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $242,119 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $949,738 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $949,738 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $149,691 | ExcessFromYear4Amt |
| Excess From Year3 | $282,786 | ExcessFromYear3Amt |
| Excess From Year2 | $517,261 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | KENNETH L ABRAMS | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (27 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| KENNEDY CENTER | |||||||
| 2700 F ST NW | WASHINGTON | DC | 20566 | NONE | PUBLIC CHARITY | CHARITBALE | $120 |
| AUGUSTANA | |||||||
| 639 38TH STREET | ROCK ISLAND | IL | 61201 | NONE | PUBLIC CHARITY | CHARITABLE | $62,500 |
| BEST BUDDIES | |||||||
| 100 SOUTHEAST 2ND ST SUITE 2200 | MIAMI | FL | 33131 | NONE | PUBLIC CHARITY | CHARITBALE | $1,000 |
| ALS FAMILY CHARITABLE | |||||||
| 121 MAIN ST | BUZZARDS BAY | MA | 02532 | NONE | PUBLIC CHARITY | CHARITABLE | $500 |
| ALZHEIMER'S ASSOCIATION | |||||||
| 225 N MICHIGAN AVE FL 17 | CHICAGO | IL | 60601 | NONE | PUBLIC CHARITY | CHARITABLE | $500 |
| HOPE FOR HENRY FOUNDATION | |||||||
| 2440 WISCONSIN AVENUE | WASHINGTON | DC | 20007 | NONE | PUBLIC CHARITY | CHARITABLE | $100,000 |
| JIMMY FUND | |||||||
| 44 BINNEY STREET | BOSTON | MA | 02115 | NONE | PUBLIC CHARITY | CHARITABLE | $15,000 |
| MASS GENERAL HOSPITAL | |||||||
| 55 FRUIT STREET | BOSTON | MA | 02114 | NONE | PUBLIC CHARITY | CHARITABLE | $10,000 |
| MFA BOSTON | |||||||
| 465 HUNTINGTON AVE | BOSTON | MA | 02115 | NONE | PUBLIC CHARITY | CHARITABLE | $1,000 |
| PAN MASS CHALLENGE | |||||||
| 77 4TH AVENUE | NEEDHAM | MA | 02494 | NONE | PUBLIC CHARITY | CHARITABLE | $500 |
| ROBYN ELISE ABRAMS MEMORIAL SCHOLARSHIP (WESTWOOD) | |||||||
| 580 HIGH STREET | WESTWOOD | MA | 02090 | NONE | PUBLIC CHARITY | CHARITABLE | $65,000 |
| SMART FROM THE START | |||||||
| 68 ANNUNCIATION RD | ROXBURY | MA | 02120 | NONE | PUBLIC CHARITY | CHARITABLE | $10,000 |
| CENTRAL HIGH SCHOOL SCHOLARSHIP | |||||||
| 2707 CONGER AVE NW | OLYMPIA | WA | 98850 | NONE | PUBLIC CHARITY | CHARITABLE | $50,000 |
| WBUR | |||||||
| 890 COMMONWEALTH AVENUE | BOSTON | MA | 02215 | NONE | PUBLIC CHARITY | CHARITABLE | $1,000 |
| WESTWOOD BOOSTERS | |||||||
| 580 HIGH STREET | WESTWOOD | MA | 02090 | NONE | PUBLIC CHARITY | CHARITABLE | $500 |
| WESTWOOD COMMUNITY CHEST | |||||||
| 580 HIGH STREET | WESTWOOD | MA | 02090 | NONE | PUBLIC CHARITY | CHARITABLE | $500 |
| WESTWOOD FIREFIGHTERS | |||||||
| 580 HIGH STREET | WESTWOOD | MA | 02090 | NONE | PUBLIC CHARITY | CHARITABLE | $500 |
| WESTWOOD HISTORICAL SOCIETY | |||||||
| 580 HIGH STREET | WESTWOOD | MA | 02090 | NONE | PUBLIC CHARITY | CHARITABLE | $500 |
| WESTWOOD LAND TRUST | |||||||
| 580 HIGH STREET | WESTWOOD | MA | 02090 | NONE | PUBLIC CHARITY | CHARITABLE | $5,000 |
| WGBH | |||||||
| PO BOX 55875 | BOSTON | MA | 02205 | NONE | PUBLIC CHARITY | CHARITABLE | $500 |
| WVIK (AUGUSTANA PUBLIC RADIO) | |||||||
| 639 38TH STREET | ROCK ISLAND | IL | 61201 | NONE | PUBLIC CHARITY | CHARITABLE | $500 |
| FOUNDATION FOR WESTWOOD EDUCATION | |||||||
| PO BOX 2507 | WESTWOOD | MA | 02090 | NONE | PUBLIC CHARITY | CHARITABLE | $500 |
| UNICEF | |||||||
| 125 MAIDEN LANE | NEW YORK | NY | 10038 | NONE | PUBLIC CHARITY | CHARITABLE | $14,000 |
| BOSTON SCORES | |||||||
| 29 GERMANIA STREET | JAMACIA PLAIN | MA | 02130 | NONE | PUBLIC CHARITY | CHARITABLE | $10,000 |
| WESTWOOD AID TO THE ELDERLY | |||||||
| 580 HIGH STREET | WESTWOOD | MA | 02090 | NONE | PUBLIC CHARITY | CHARITABLE | $500 |
| GIRL SCOUTS | |||||||
| PO BOX 5046 | NEW YORK | NY | 10087 | NONE | PUBLIC CHARITY | CHARITABLE | $588 |
| MYHEALTHED INC | |||||||
| 312 MCCAULEY ST STE C | CHAPEL HILL | NC | 27516 | NONE | PUBLIC CHARITY | CHARITABLE | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $353,208 | 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 | $1,161 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $336,115 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,718,246 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,055,522 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,055,522 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| KENNETH L ABRAMS | |||||||
| 1 | 401 SUMMER STREET | WESTWOOD | MA | 02090 | $2,647,917 | Yes (X) | |
| KENNETH L ABRAMS | |||||||
| 2 | 401 SUMMER STREET | WESTWOOD | MA | 02090 | $350 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (4 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 7,500 SHARES ALKERMES | $337,500 | 2018-04-24 |
| 1 | 6,623 SHARES AMERICAN TOWER | $911,722 | 2018-04-24 |
| 1 | 26,000 MEDICINES COMPANY | $760,630 | 2018-04-24 |
| 1 | 18,500 SHARES ALKERMES | $638,065 | 2018-12-06 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $4,350 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $4,350 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | DOUBLELINE LOW DURATION | BondNm |
| EOY Book Value | $1,902,196 | EOYBookValueAmt |
| EOYFMV | $1,865,899 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VANGUARD DEVELOPED MARKETS | $478,645 | $585,878 |
| VANGUARD EMERGING MARKETS | $2,365,132 | $2,354,673 |
| VANGUARD EUR STOCK INDEX | $1,803,910 | $1,686,773 |
| VANGUARD PAC STOCK INDEX | $1,186,284 | $1,183,796 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| VANGUARD MID CAP ETF | AT COST | $1,238,837 | $1,232,498 |
| VANGUARD SMALL CAP ETF | AT COST | $558,113 | $552,279 |
| VANGUARD FTSE DEVELOPED MARKETS ETF | AT COST | $517,502 | $473,025 |
| DFA EMERGING MARKETS | AT COST | $1,264,223 | $1,058,110 |
| SCHWAB VARIABLE SHARE | AT COST | $1,927,255 | $1,927,253 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FMV/TAX BASIS ADJUSTMENT | Desc |
| Amt | $1,718,462 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| CHECK FEES | $7 | $0 | $0 | $7 |
| PENALTIES | $1,553 | $0 | $0 | $0 |
| MARGIN INTEREST | $103 | $103 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAXES | $17,305 | $17,305 | $0 | $0 |
| FEDERAL EXCISE TAX | $90,978 | $0 | $0 | $0 |
| MA FILING FEE | $500 | $0 | $0 | $500 |