GOLDBERG & KAISER FAMILY FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- GOLDBERG & KAISER FAMILY FOUNDATION (EIN 47-5289272)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-04-29
- IRS object ID
- 201931199349100008
- 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 Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-04-29T09:36:52-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042088368 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRAY GRAY & GRAY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 ROYALL STREET SUITE 102 | AddressLine1Txt |
| City | CANTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02021 | 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 | 475289272 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GOLDBERG AND KAISER FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GOLD | BusinessNameControlTxt |
| Phone | 7814440989 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 41 GRASMERE ROAD | AddressLine1Txt |
| City | NEEDHAM | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02494 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARK A GOLDBERG | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 7814440989 | PhoneNum |
| Signature | 2019-04-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | C JOSEPH CICCARELLO | PreparerPersonNm |
| PTIN | P01202756 | PTIN |
| Phone | 7814070300 | PhoneNum |
| Preparation | 2019-04-22 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 50.234.152.46 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-04-22 | IPDt |
| IP Tm | 13:56:56 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | E6AE931826B7782B21A8CD870264F1AED405C123 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 3659A977DB83CEF1C3DFF2122D32455B37BA57D5 | 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 | $3,092,218 | 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 |
| Dividends Rev And Expnss | $87,730 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $87,730 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $87,501 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $935,336 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $87,501 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $175,231 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $175,231 | 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 | $2,520 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,520 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $2,784 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,726 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $14,428 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $14,428 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $19,732 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $18,674 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $154,234 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $154,234 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $173,966 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $18,674 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $154,234 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,265 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $156,557 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $146,048 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $180,702 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $180,702 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $322,757 | CorporateStockBOYAmt |
| Corporate Stock EOY | $284,909 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $448,747 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,362,511 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,256,696 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,227,469 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,062,389 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,172,228 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,235,300 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,893,705 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,894,535 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,092,218 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $2,935 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $2,935 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $2,935 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,935 | 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 | $2,890,770 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,891,600 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,890,770 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,891,600 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,893,705 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,894,535 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,890,770 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,265 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,892,035 | SubtotalAmt |
| Other Decreases | $435 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,891,600 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| CHARLES SCHWAB #3893 | 2018-12-31 | $93,844 | $95,348 | -$1,504 | -$1,504 |
| CHARLES SCHWAB #3893 | 2018-12-31 | $737,373 | $719,088 | $18,285 | $18,285 |
| CHARLES SCHWAB #3893 | 2018-12-31 | $104,119 | $33,399 | $70,720 | $70,720 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $87,501 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $152,668 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,223,233 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.047365 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $23,816 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,021,701 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.007882 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $0 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $753,608 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.000000 | DistributionYr3Rt |
| Total Distribution | 0.055247 | TotalDistributionRt |
| Average Distribution | 0.018416 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,270,654 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $60,232 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,566 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $61,798 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $154,234 | 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 | $1,566 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,566 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,566 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,800 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,800 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $234 | OverpaymentAmt |
| Applied To ES Tax | $234 | 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 | MARK A GOLDBERG | IndividualWithBooksNm |
| Phone | 7814440989 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 41 GRASMERE ROAD | AddressLine1Txt |
| City | NEEDHAM | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02494 | 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 |
|---|---|---|---|---|---|---|---|---|
| MARK A GOLDBERG | ||||||||
| 41 GRESMERE ROAD | NEEDHAM | MA | 02494 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| URSULA B KAISER | ||||||||
| 41 GRESMERE ROAD | NEEDHAM | MA | 02494 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| 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 | $3,177,900 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $142,561 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,320,461 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,320,461 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $49,807 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,270,654 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $163,533 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $163,533 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,566 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,566 | TotalTaxAmt |
| Distributable Before Adj | $161,967 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $161,967 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $161,967 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $154,234 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $154,234 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,566 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $152,668 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $161,967 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $150,099 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $154,234 | QualifyingDistributionsAmt |
| Applied To Year1 | $150,099 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,135 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $157,832 | 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
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MARK A GOLDBERG | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 41 GRASMERE ROAD | AddressLine1Txt |
| City | NEEDHAM | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02494 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7814440989 | RecipientPhoneNum |
| Recipient Email Address | MARK.GOLDBERG41@GMAIL.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | APPLICATION SHOULD BE SUBMITTED IN WRITING, STATING AMOUNT REQUESTED AND PURPOSE | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|
| AMERICAN CANCER SOCIETY | ||||||||||
| 250 WILLIAMS STREET NW | ATLANTA | GA | 30303 | NONE | PUBLIC CHARITY | FURTHER TAX EXEMPT PURPOSE | $64,725 | |||
| AMERICAN RED CROSS | ||||||||||
| 101 STATION LANDING SUITE 510 | MEDFORD | MA | 02155 | NONE | PUBLIC CHARITY | FURTHER TAX EXEMPT PURPOSE | $1,250 | |||
| BRIGHAM AND WOMEN'S HOSPITAL | ||||||||||
| 116 HUNTINGTON AVENUE | BOSTON | MA | 02116 | NONE | PUBLIC CHARITY | FURTHER TAX EXEMPT PURPOSE | $45,105 | |||
| DANA-FARBER CANCER INSTITUTE | ||||||||||
| 450 BROOKLINE AVENUE | BOSTON | MA | 02215 | NONE | PUBLIC CHARITY | FURTHER TAX EXEMPT PURPOSE | $250 | |||
| ENDOCRINE SOCIETY | ||||||||||
| 2055 L STREET NW SUITE 600 | WASHINGTON DC | DC | 20036 | NONE | PUBLIC CHARITY | FURTHER TAX EXEMPT PURPOSE | $500 | |||
| HARVARD UNIVERSITY | ||||||||||
| 401 PARK DRIVE | BOSTON | MA | 02215 | NONE | PUBLIC CHARITY | FURTHER TAX EXEMPT PURPOSE | $5,750 | |||
| HEALTHCARE WITHOUT BORDERS | ||||||||||
| 148 LINDEN STREET 208 | WELLESLEY | MA | 02482 | NONE | PUBLIC CHARITY | FURTHER TAX EXEMPT PURPOSE | $100 | |||
| LEUKEMIA & LYMPHOMA SOCIETY | ||||||||||
| 3 INTERNATIONAL DRIVE SUITE 200 | RYE BROOK | NY | 10573 | NONE | PUBLIC CHARITY | FURTHER TAX EXEMPT PURPOSE | $100 | |||
| MAKE A WISH | ||||||||||
| 1 BULFINCH PL | BOSTON | MA | 02114 | NONE | PUBLIC CHARITY | FURTHER TAX EXEMPT PURPOSE | $100 | |||
| MSPCA ANIMAL CARE AND ADOPTION CENTER | ||||||||||
| 350 S HUNTINGTON AVE | JAMAICA PLAIN | MA | 02130 | NONE | PUBLIC CHARITY | FURTHER TAX EXEMPT PURPOSE | $200 | |||
| NEEDHAM COMMUNITY COUNCIL | ||||||||||
| 570 HILLSIDE AVENUE | NEEDHAM | MA | 02494 | NONE | PUBLIC CHARITY | FURTHER TAX EXEMPT PURPOSE | $25,200 | |||
| NEEDHAM EDUCATION FOUNDATION | ||||||||||
| 1330 HIGHLAND AVE | NEEDHAM | MA | 02492 | NONE | PUBLIC CHARITY | FURTHER TAX EXEMPT PURPOSE | $500 | |||
| PAN-MASS CHALLENGE | ||||||||||
| 77 4TH AVENUE | NEEDHAM | MA | 02494 | NONE | PUBLIC CHARITY | FURTHER TAX EXEMPT PURPOSE | $256 | |||
| PINE STREET INN | ||||||||||
| 444 HARRISON AVENUE | BOSTON | MA | 02118 | NONE | PUBLIC CHARITY | FURTHER TAX EXEMPT PURPOSE | $500 | |||
| ROSIE'S PLACE | ||||||||||
| 889N HARRISON AVE | BOSTON | MA | 02118 | NONE | PUBLIC CHARITY | FURTHER TAX EXEMPT PURPOSE | $1,000 | |||
| UNIVERSITY OF TORONTO | ||||||||||
| NONE | PUBLIC CHARITY | FURTHER TAX EXEMPT PURPOSE | $1,000 | 21 KINGS COLLEGE CIRCLE | TORONTO | CA | ||||
| WBUR | ||||||||||
| 890 COMMONWEALTH AVENUE | BOSTON | MA | 02215 | NONE | PUBLIC CHARITY | FURTHER TAX EXEMPT PURPOSE | $100 | |||
| MASS BIOTECHNOLOGY EDUCATION FOUNDATION | ||||||||||
| 300 TECHNOLOGY SQUARE | CAMBRIDGE | MA | 02139 | NONE | PUBLIC CHARITY | FURTHER TAX EXEMPT PURPOSE | $5,000 | |||
| THREE SQUARES NEW ENGLAND | ||||||||||
| PO BOX 1055 | DEDHAM | MA | 02027 | NONE | PUBLIC CHARITY | FURTHER TAX EXEMPT PURPOSE | $258 | |||
| WIKIMEDIA FOUNDATION | ||||||||||
| PO BOX 98204 | WASHINGTON DC | DC | 20090 | NONE | PUBLIC CHARITY | FURTHER TAX EXEMPT PURPOSE | $50 | |||
| BRYANT HOSPITAL FOUNDATION | ||||||||||
| NONE | PUBLIC CHARITY | FURTHER TAX EXEMPT PURPOSE | $190 | 1230 NORTH SHORE BLVD | BURLINGTON | CA | ||||
| THE GREAT HALL PERFORMANCE FOUNDATION | ||||||||||
| PO BOX 920063 | NEEDHAM | MA | 02492 | NONE | PUBLIC CHARITY | FURTHER TAX EXEMPT PURPOSE | $2,000 | |||
| ENVIRONMENT MASSACHUSETTS | ||||||||||
| 294 WASHINGTON STREET SUITE 500 | BOSTON | MA | 02108 | NONE | PUBLIC CHARITY | FURTHER TAX EXEMPT PURPOSE | $100 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $154,234 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $87,730 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $87,501 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $175,231 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $175,231 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 8 | LineNumberTxt |
| Relationship Statement | THE AMOUNT ON PART XV, LINE 8, COLUMN E, IS INCOME EXCLUDED UNDER SECTION 512, 513, OR 514. | RelationshipStatementTxt |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION - GRAY, GRAY & GRAY, LLP | CategoryTxt |
| Amt | $2,520 | Amt |
| Net Investment Income | $2,520 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | FIDELITY INVESTMENTS | BondNm |
| EOY Book Value | $1,256,696 | EOYBookValueAmt |
| EOYFMV | $1,227,469 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | FIDELITY INVESTMENTS | StockNm |
| EOY Book Value | $284,909 | EOYBookValueAmt |
| EOYFMV | $448,747 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | FIDELITY INVESTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $1,172,228 | BookValueAmt |
| EOYFMV | $1,235,300 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER ADJUSTMENT | Desc |
| Amt | $435 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT FEE | Desc |
| Revenue And Expenses Per Books | $14,428 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $14,428 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXPENSES FOR REIMBURSEMENT | Desc |
| BOY Book Value | $2,935 | BOYBookValueAmt |
| EOY Book Value | $2,935 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX | $1,656 | $1,656 | $0 |
| MA DIVISION OF PUBLIC CHARITIES | $70 | $70 | $0 |
| IRS FORM 990-PF - 2018 ESTIMATE | $1,058 | $0 | $0 |