LAWRENCE J AND ANNE RUBENSTEIN CHARITABLE FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- LAWRENCE J AND ANNE RUBENSTEIN CHARITABLE FOUNDATION (EIN 04-6087371)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-07-09
- IRS object ID
- 201941909349100704
- 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 Govt Obligations Sch
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-07-09T09:33:56-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042571780 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALEXANDER ARONSON FINNING & CO PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 WASHINGTON STREET | AddressLine1Txt |
| City | WESTBOROUGH | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01581 | 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 | 046087371 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAWRENCE J AND ANNE RUBENSTEIN | BusinessNameLine1Txt |
| Business Name Line2 | CHARITABLE FOUNDATION C/O RIDGEWAY PTRS | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LAWR | BusinessNameControlTxt |
| Phone | 6172798052 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 POST OFFICE SQ NO 960 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02109 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANDREW M CABLE | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6172798052 | PhoneNum |
| Signature | 2019-07-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOEL ARONSON CPA | PreparerPersonNm |
| PTIN | P01375551 | PTIN |
| Phone | 5083669100 | PhoneNum |
| Preparation | 2019-07-08 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 64.238.141.162 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-07-08 | IPDt |
| IP Tm | 11:43:27 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 127FBF07DF492015CB8DED3D3474AA320082B26E | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | C6EEA8951B55E8B6A746B93B5E5C2F4BCDF7BC32 | 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 | $19,766,873 | 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 | $391,370 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $381,326 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $876,702 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,994,049 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $876,702 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,268,072 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,258,028 | 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 | $3,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $132,533 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $84,533 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $48,000 | OtherProfFeesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $1,599 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,599 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $149 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $24 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $125 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $137,781 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $84,557 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $53,224 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $952,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $952,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,090,281 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $84,557 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,005,724 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $177,791 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,173,471 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $804,853 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $451,684 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $451,684 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $1,695,731 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,734,211 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,734,211 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $6,462,168 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,318,071 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,318,071 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,501,217 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,889,243 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,889,243 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $11,109,105 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $9,373,664 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $9,373,664 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $21,573,074 | TotalAssetsBOYAmt |
| Total Assets EOY | $19,766,873 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $19,766,873 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $21,573,074 | UnrestrictedBOYAmt |
| Unrestricted EOY | $19,766,873 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $21,573,074 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $19,766,873 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $21,573,074 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $19,766,873 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $21,573,074 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $177,791 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $21,750,865 | SubtotalAmt |
| Other Decreases | $1,983,992 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $19,766,873 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $4,994,049 | GrossSalesPriceAmt |
| Cost Or Other Basis | $4,117,347 | CostOrOtherBasisAmt |
| Gain Or Loss | $876,702 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $876,702 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $876,702 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,016,902 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $20,614,793 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.049329 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $973,431 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $19,258,684 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.050545 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,042,045 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $20,312,867 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.051300 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $931,340 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $20,589,645 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.045233 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $876,186 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $19,099,332 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.045875 | DistributionYr5Rt |
| Total Distribution | 0.242282 | TotalDistributionRt |
| Average Distribution | 0.048456 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $21,438,426 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,038,820 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $11,735 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,050,555 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,005,724 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $23,469 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $23,469 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $23,469 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,222 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $32,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $35,222 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $11,753 | OverpaymentAmt |
| Applied To ES Tax | $11,753 | 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 | CIBC PRIVATE WEALTH MANAGEMENT | IndividualWithBooksNm |
| Phone | 6173579600 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 FEDERAL STREET 37TH FLOOR | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02109 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| DR JOYCELLEN Y AURITT | |||||||||
| C/O RIDGEWAY PTRS LLC 10 POST | OFFICE SQUARE SUITE 960 | BOSTON | MA | 02109 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| ANDREW M CABLE | |||||||||
| C/O RIDGEWAY PTRS LLC 10 POST | OFFICE SQUARE SUITE 960 | BOSTON | MA | 02019 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| STEVEN P PERLMUTTER | |||||||||
| C/O RIDGEWAY PTRS LLC 10 POST | OFFICE SQUARE SUITE 960 | BOSTON | MA | 02109 | 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 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CIBC PRIVATE WEALTH MANAGEMENT | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 FEDERAL STREET 37TH FLOOR | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT SERVICES | ServiceTypeTxt |
| Compensation | $84,533 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $21,085,264 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $679,635 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $21,764,899 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $21,764,899 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $326,473 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $21,438,426 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,071,921 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,071,921 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $23,469 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $23,469 | TotalTaxAmt |
| Distributable Before Adj | $1,048,452 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,048,452 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,048,452 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,005,724 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,005,724 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,005,724 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,048,452 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $943,612 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,005,724 | QualifyingDistributionsAmt |
| Applied To Year1 | $943,612 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $62,112 | 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 | $986,340 | 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 | SUSAN W HUNNEWELL RIDGEWAY PARTNERS | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 POST OFFICE SQUARE | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6172798052 | RecipientPhoneNum |
| Form And Info And Materials | GUIDELINES AND AN APPLICATION WITH INSTRUCTIONS ARE PROVIDED AFTER AN INITIAL INQUIRY. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | THERE ARE NO FIRM DEADLINES. | SubmissionDeadlinesTxt |
| Restrictions On Awards | GEOGRAPHIC CONCENTRATIONS ARE GENERALLY THE GREATER BOSTON AREA AND A SMALL CONSIDERATION OF PHILADELPHIA, PA. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (46 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AGASSIZ VILLAGE | |||||||
| 238 BEDFORD ST 8 | LEXINGTON | MA | 02420 | NONE | PC | CAMPERSHIP FUND | $20,000 |
| ANTI-DEFAMATION LEAGUE | |||||||
| 605 THIRD AVE | NEW YORK | NY | 10158 | NONE | PC | GENERAL SUPPORT | $25,000 |
| APPALACHIAN MOUNTAIN CLUB | |||||||
| 5 JOY STREET | BOSTON | MA | 02108 | NONE | PC | YOUTH OUTDOOR LEADERSHIP PROGRAMS | $30,000 |
| BIRTHRIGHT ISRAEL | |||||||
| 33 EAST 33RD ST 7TH FL | NEW YORK | NY | 10016 | NONE | PC | ACCESSIBILITY/SPECIAL NEEDS TRIPS SUPPORT | $30,000 |
| BOSTON CHILDREN'S CHORUS | |||||||
| 20 OLD COLONY AVE | BOSTON | MA | 02127 | NONE | PC | MUSIC & SOCIAL JUSTICE EDUC FOR BOSTON YOUTH | $5,000 |
| BOSTON CHILDREN'S HOSPITAL LEAGUE | |||||||
| 401 PARK DRIVE 602 | BOSTON | MA | 02215 | NONE | PC | GALA SUPPORT | $10,000 |
| BOSTON DEBATE LEAGUE INC | |||||||
| 566 COLUMBUS AVE | BOSTON | MA | 02118 | NONE | PC | AFTER-SCHOOL DEBATE LEAGUE FOR URBAN TEENS | $7,000 |
| BOSTON HEALTHCARE FOR THE HOMELESS | |||||||
| 780 ALBANY ST | BOSTON | MA | 02118 | NONE | PC | GENERAL SUPPORT | $25,000 |
| BOSTON JEWISH FILM FESTIVAL | |||||||
| 1001 WATERTOWN ST | WEST NEWTON | MA | 02465 | NONE | PC | GENERAL SUPPORT | $12,500 |
| CAMBRIDGE CAMPING ASSOCIATION | |||||||
| 99 BISHOP AVE DR | CAMBRIDGE | MA | 02139 | NONE | PC | CAMPERSHIP SUPPORT | $20,000 |
| CAMP SUNSHINE | |||||||
| 35 ACADIA ROAD | CASCO | ME | 04015 | NONE | PC | FAMILY SPONSORSHIP PROGRAM | $20,000 |
| CHILDREN'S LITERACY INITIATIVE INC | |||||||
| 990 SPRING GARDEN ST 4TH FL | PHILADELPHIA | PA | 19123 | NONE | PC | EXPANSION IN WEST PHILADELPHIA PROMISE ZONE OF BLUEPRINT COACHING | $25,000 |
| CHILDREN'S SCHOLARSHIP FUND PHILADELPHIA | |||||||
| 100 SOUTH BROAD ST 1200 | PHILADELPHIA | PA | 19110 | NONE | PC | SCHOLARSHIP SUPPORT | $20,000 |
| DANA FARBER CANCER INSTITUTE | |||||||
| 450 BROOKLINE AVE | BOSTON | MA | 02215 | NONE | PC | PALLIATIVE CARE DATABASE PROJECT | $83,000 |
| FACING CANCER TOGETHER INC | |||||||
| 410 WASHINGTON STREET | BRIGHTON | MA | 02135 | NONE | PC | KIDS COUNT TOO & SCHOOLS' RESPONSES TO PARENT CANCER | $10,000 |
| FACING HISTORY AND OURSELVES | |||||||
| 16 HURD ST | BROOKLINE | MA | 02445 | NONE | PC | NEW ENGLAND PROGRAMS | $10,000 |
| FOOD MOXIEWEAVERS WAY | |||||||
| 559 CARPENTER LANE | PHILADELPHIA | PA | 19119 | NONE | PC | HOPE GARDEN PROGRAM AT STENTON MANOR | $15,000 |
| FRIENDS OF BOSTON'S HOMELESS INC | |||||||
| 12 WISE STREET | BOSTON | MA | 02130 | NONE | PC | "HOUSING FIRST" START-UP FUND & PREVENT CHRONIC HOMELESSNESS | $20,000 |
| GENERATIONS INC | |||||||
| 25 KINGSTON ST | BOSTON | MA | 02111 | NONE | PC | CLASSROOM LITERACY DORCHESTER MA | $25,000 |
| GREATER BOSTON FOOD BANK | |||||||
| 70 SOUTH BAY AVE | BOSTON | MA | 02118 | NONE | PC | BROWN BAG PROGRAM FOR SENIORS | $15,000 |
| HABITAT FOR HUMANITY BOSTON | |||||||
| 240 COMMERCIAL ST 4TH FL | BOSTON | MA | 02109 | NONE | PC | HOUSE ACQUISITION + IMPROVEMENTS | $15,000 |
| HEARTS & NOSES CLOWN TROUPE | |||||||
| PO BOX 920570 | NEEDHAM | MA | 02492 | NONE | PC | BOSTON HOSPITALS CLOWN VISITS | $7,000 |
| HEBREW REHABILITATION CENTER | |||||||
| 1200 CENTRE ST | BOSTON | MA | 01581 | NONE | PC | HOSPICE - EXPANSION INTO HOME CARE | $50,000 |
| HILLEL AT TUFTS UNIVERSITY | |||||||
| 220 PARKARD AVE | MEDFORD | MA | 02155 | NONE | PC | INNOVATION COMMUNITY BUILDING | $10,000 |
| HOMESTART INC | |||||||
| 105 CHAUNCEY STREET | BOSTON | MA | 02111 | NONE | PC | HOMELESSNESS PREVENTION PROGRAM - IMMEDIATE FUNDS FOR FAMILIES IN CRISIS | $20,000 |
| INITIATIVE FOR A COMPETITIVE INNER CITY INC | |||||||
| 56 WARREN ST 300 | ROXBURY | MA | 02119 | NONE | PC | INNER CITY CAPITAL CONNECTIONS PROGRAM | $10,000 |
| INTERFAITHFAMILYCOM INC | |||||||
| POBOX 428 | NEWTON | MA | 02464 | NONE | PC | YOUR COMMUNITY INITIATIVES - CONTINUED SUPPORT BOSTON & PHILADELPHIA | $30,000 |
| JEWISH COMMUNITY CENTER OF GREATER BOSTON | |||||||
| 333 NAHATON ST | NEWTON | MA | 02459 | NONE | PC | BENEFIT SUPPORT FOR CAMP SCHOLARSHIPS | $10,000 |
| JEWISH COMMUNITY HOUSING FOR THE ELDERLY FRIENDS OF | |||||||
| 30 WALLINGFORD RD | BRIGHTON | MA | 02135 | NONE | PC | FITNESS/WELLNESS PROGRAMS: FALL PREVENTION INITIATIVE AND SPECIAL CLASSES | $20,000 |
| JEWISH FAMILY & CHILDREN'S SERVICE | |||||||
| 1430 MAIN ST | WALTHAM | MA | 02451 | NONE | PC | FOOD TABLE PANTRY PROGRAM | $25,000 |
| JUMPSTART FOR YOUNG CHILDREN INC | |||||||
| 308 CONGRESS ST 6TH FL | BOSTON | MA | 02110 | NONE | PC | GENERAL SUPPORT FOR DORCHESTER SITES | $20,000 |
| MASSACHUSETTS GENERAL HOSPITAL | |||||||
| 2 LONGFELLOW PLACE 200 | BOSTON | MA | 02114 | NONE | PC | EATING DISORDERS COMMUNITY EDUCATION | $50,000 |
| NEWTON COMMUNITY DEVELOPMENT FDN INC | |||||||
| 425 WATERTOWN STREET 205 | NEWTON | MA | 02458 | NONE | PC | CONTINUED SUPPORT OF SENIOR FITNESS & WELLNESS PROGRAMS | $15,000 |
| PHILABUNDANCE | |||||||
| 3616 SO GALLAWAY ST | PHILADELPHIA | PA | 19148 | NONE | PC | GENERAL SUPPORT | $25,000 |
| PHILADELPHIA PARKS ALLIANCE | |||||||
| PO BOX 12677 | PHILADELPHIA | PA | 19131 | NONE | PC | GENERAL SUPPORT | $15,000 |
| PINE STREET INN | |||||||
| 444 HARRISON AVE | BOSTON | MA | 02118 | NONE | PC | GENERAL SUPPORT | $15,000 |
| PLANNED PARENTHOOD LEAGUE OF MASSACHUSETTS | |||||||
| 1055 COMMONWEALTH AVE | BOSTON | MA | 02215 | NONE | PC | GENERAL OPERATING SUPPORT | $20,000 |
| PLANNED PARENTHOOD SE PA | |||||||
| 1144 LOCUST STREET | PHILADELPHIA | PA | 19107 | NONE | PC | COMMUNITY EDUCATION PROGRAMMING FOR LOCAL YOUTH | $20,000 |
| PROJECT BREAD-THE WALK FOR HUNGER | |||||||
| 145 BORDER STREET | EAST BOSTON | MA | 02128 | NONE | PC | GENERAL OPERATING SUPPORT ($20,000) + HOTLINE MODERNIZATION ($5,000) | $20,000 |
| RAR-MA (RAISING A READER) | |||||||
| 9B HAMILTON PLACE 3RD FL | BOSTON | MA | 02108 | NONE | PC | EXPANSION - METRO BOSTON | $20,000 |
| RAW ART WORKS INC | |||||||
| 37 CENTRAL SQUARE | LYNN | MA | 01901 | NONE | PC | FREE ARTS PROGRAMS | $15,000 |
| ROSIE'S PLACE | |||||||
| 889 HARRISON AVE | BOSTON | MA | 02118 | NONE | PC | GENERAL SUPPORT | $25,000 |
| SAVE THE HARBORSAVE THE BAY | |||||||
| 212 NORTHERN AVE 304 | BOSTON | MA | 02210 | NONE | PC | YOUTH ENV EDUCATION /LEADERSHIP DEV + CLEAN BEACHES/DORCHESTER INITIATIVE | $15,000 |
| SPOSATO GRADUATE SCHOOL OF EDUCATION INC | |||||||
| 215 FOREST HILLS ST | JAMAICA PLAIN | MA | 02130 | NONE | PC | GENERAL SUPPORT | $20,000 |
| WOMEN'S LUNCH PLACE | |||||||
| PO BOX 170900 | BOSTON | MA | 02117 | NONE | PC | GENERAL OPERATING SUPPORT | $18,000 |
| ZUMIX INC | |||||||
| 260 SUMMER ST | EAST BOSTON | MA | 02128 | NONE | PC | SPROUTS: MUSIC EXPLORATION FOR YOUTH AGED 7-11 | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $952,500 | 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 | $391,370 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $876,702 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,268,072 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,268,072 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,500 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,500 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $1,889,243 | EOYBookValueAmt |
| EOYFMV | $1,889,243 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $6,318,071 | EOYBookValueAmt |
| EOYFMV | $6,318,071 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,734,211 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,734,211 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| TACTICAL & OPP | FMV | $2,085,842 | $2,085,842 |
| EQUITY MUTUAL FUNDS | FMV | $7,136,557 | $7,136,557 |
| FOREIGN BONDS | FMV | $151,265 | $151,265 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS | Desc |
| Amt | $1,983,992 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STATE FILING FEES | $125 | $0 | $125 |
| FOREIGN CONVERSION FEES | $24 | $24 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADVISOR FEES | $84,533 | $84,533 | $0 |
| CHARITABLE PLANNING | $48,000 | $0 | $48,000 |