JOSEPH R LEVIS FOUNDATION INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- JOSEPH R LEVIS FOUNDATION INC (EIN 04-3477836)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-13
- IRS object ID
- 201843179349100634
- Schema version
- 2017v2.2
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-13T14:52:54-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 043141926 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RUCCI BARDARO & FALZONE PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 UNICORN PARK SUITE 101 | AddressLine1Txt |
| City | WOBURN | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01801 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043477836 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JOSEPH R LEVIS FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOSE | BusinessNameControlTxt |
| Phone | 9787944900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 23 BOBBY JONES DRIVE | AddressLine1Txt |
| City | ANDOVER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01810 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOSEPH R LEVIS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9787944900 | PhoneNum |
| Signature | 2018-11-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LEONARD M SMITH CPA | PreparerPersonNm |
| PTIN | P01335383 | PTIN |
| Phone | 7813216065 | PhoneNum |
| Preparation | 2018-11-06 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 173.9.23.9 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-11-06 | IPDt |
| IP Tm | 15:55:33 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 119C05E9FD7963070343778C10952C91892119D2 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | FDBBCF6A9460FF6379B30EC532AB2AE72A1D3747 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | 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 | $992,473 | 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 | $20,329 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $20,329 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $11,951 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $174,812 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $11,951 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $46,804 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $46,804 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $79,084 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $79,084 | 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 |
| Taxes Rev And Expnss | $897 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $897 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $29,091 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $29,091 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $29,988 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $29,988 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $141,700 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $141,700 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $171,688 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $29,988 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $141,700 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$92,604 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $49,096 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $347,546 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $379,845 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $379,845 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $146,829 | CorporateStockBOYAmt |
| Corporate Stock EOY | $49,403 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $49,403 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $497,996 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $563,225 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $563,225 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $992,371 | TotalAssetsBOYAmt |
| Total Assets EOY | $992,473 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $992,473 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $992,371 | UnrestrictedBOYAmt |
| Unrestricted EOY | $992,473 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $992,371 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $992,473 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $992,371 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $992,473 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $992,371 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$92,604 | ExcessRevenueOverExpensesAmt |
| Other Increases | $92,706 | OtherIncreasesAmt |
| Subtotal | $992,473 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $992,473 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | TD AMERITRADE | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2017-01-02 | AcquiredDt |
| Sold | 2017-12-31 | SoldDt |
| Gross Sales Price | $174,812 | GrossSalesPriceAmt |
| Cost Or Other Basis | $162,861 | CostOrOtherBasisAmt |
| Gain Or Loss | $11,951 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $11,951 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $11,951 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $129,700 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $41,401 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 3.132775 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $217,373 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $50,231 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 4.327467 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $208,950 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,070,663 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.195159 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $113,550 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,375,173 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.082571 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $119,550 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,067,076 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.112035 | DistributionYr5Rt |
| Total Distribution | 7.850007 | TotalDistributionRt |
| Average Distribution | 1.570001 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $61,023 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $95,806 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $491 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $96,297 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $141,700 | 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 | $491 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $491 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $491 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,243 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,243 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $752 | OverpaymentAmt |
| Applied To ES Tax | $752 | 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 | 0 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOSEPH R LEVIS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9787944900 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 23 BOBBY JONES DRIVE | AddressLine1Txt |
| City | ANDOVER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01810 | 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 |
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 |
|---|---|---|---|---|---|---|---|---|
| JOSEPH R LEVIS | ||||||||
| 23 BOBBY JONES DRIVE | ANDOVER | MA | 01810 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| BRIAN LEVIS | ||||||||
| 350 HOLT ROAD | NORTH ANDOVER | MA | 01845 | TREASURER | 0.00 | $0 | $0 | $0 |
| MATTHEW LEVIS | ||||||||
| 350 HOLT ROAD | NORTH ANDOVER | MA | 01845 | CLERK | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $43,943 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $18,009 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $61,952 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $61,952 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $929 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $61,023 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,051 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,051 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $491 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $491 | TotalTaxAmt |
| Distributable Before Adj | $2,560 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,560 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,560 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $141,700 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $141,700 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $491 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $141,209 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,560 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $46,007 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $156,713 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $215,015 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $127,630 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $545,365 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $141,700 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,560 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $139,140 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $684,505 | 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 | $684,505 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $46,007 | ExcessFromYear4Amt |
| Excess From Year3 | $156,713 | ExcessFromYear3Amt |
| Excess From Year2 | $215,015 | ExcessFromYear2Amt |
| Excess From Year1 | $127,630 | ExcessFromYear1Amt |
| Excess From Current Year | $139,140 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BELLESINI ACADEMY | |||||||
| 94 BRADFORD STREET | LAWRENCE | MA | 01842 | NOT RELATED | PUBLIC CHARITY | PRIVATE SCHOOL FOR LOW INCOME FAMILIES | $1,000 |
| CATHOLIC APPEAL | |||||||
| 66 BROOKS DRIVE | BRAINTREE | MA | 02184 | NOT RELATED | PUBLIC CHARITY | ANNUAL CAMPAIGN SUPPORTING THE BOSTON ARCHDIOCESE | $2,500 |
| COLLEGE OF THE HOLY CROSS | |||||||
| 1 COLLEGE STREET | WORCESTER | MA | 01810 | NOT RELATED | PUBLIC CHARITY | 4 YEAR CATHOLIC COLLEGE | $50,000 |
| LAZARUS HOUSE | |||||||
| PO BOX 408 | LAWRENCE | MA | 01842 | NOT RELATED | PUBLIC CHARITY | ASSIST THE HOMELESS | $5,000 |
| MASSACHUSETTS GENERAL HOSPITAL | |||||||
| 55 FRUIT STREET | BOSTON | MA | 02114 | NOT RELATED | PUBLIC CHARITY | SUPPORT MEDICAL FACILITY | $2,000 |
| NOTRE DAME ACADEMY | |||||||
| 205 HAMPSHIRE STREET | LAWRENCE | MA | 01841 | NOT RELATED | PUBLIC CHARITY | CATHOLIC HIGH SCHOOL | $1,000 |
| PREGNANCY CARE CENTER | |||||||
| 496 MAIN STREET | HAVERHILL | MA | 01830 | NOT RELATED | PUBLIC CHARITY | SUPPORT SERVICES TO THOSE WITH UNPLANNED PREGNANCIES | $500 |
| ST ANN'S HOME | |||||||
| 100A HAVERHILL STREET | METHUEN | MA | 01844 | NOT RELATED | PUBLIC CHARITY | ORPHANAGE | $1,000 |
| ST JOHNS PREP | |||||||
| 72 SPRING STREET | DANVERS | MA | 01923 | NOT RELATED | PUBLIC CHARITY | PRIVATE CATHOLIC PREP. SCHOOL | $60,000 |
| STONE FAMILY ADOPTION FUND | |||||||
| 57 BEDFORD STREET | LEXINGTON | MA | 02420 | NOT RELATED | PUBLIC CHARITY | ADOPTION ASSISTANCE | $200 |
| XAVERIAN BROTHERS | |||||||
| 4409 FREDERICK AVE | BALTIMORE | MD | 21229 | NOT RELATED | PUBLIC CHARITY | XAVERIAN BROTHERS RETIREMENT COMMUNITY | $1,000 |
| GAVIN FOUNDATION | |||||||
| 675 EAST 4TH STREET | SOUTH BOSTON | MA | 02127 | NOT RELATED | PUBLIC CHARITY | SUBSTANCE ABUSE TREATMENT ORGANIZATION | $10,000 |
| DAVID VAUGHAN CHILDREN'S TRUST | |||||||
| 21 HIGH STREET SUITE 301 | NORTH ANDOVER | MA | 01845 | NOT RELATED | PUBLIC CHARITY | COMMUNITY SUPPORT | $2,000 |
| ST MICHAELS PARISH | |||||||
| 196 MAIN STREET | NORTH ANDOVER | MA | 01845 | NOT RELATED | PUBLIC CHARITY | CATHOLIC PARISH | $5,000 |
| SOUTH SHORE ATHLETIC CLUB | |||||||
| 132 CHIEF JUSTICE CUSHING HWY | COHASSET | MA | 02025 | NOT RELATED | PUBLIC CHARITY | COMMUNITY SUPPORT SERVICES | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $141,700 | 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) |
|---|---|---|
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | $20,329 | UnrelatedBusinessTaxblIncmAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | $46,804 | UnrelatedBusinessTaxblIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | $11,951 | UnrelatedBusinessTaxblIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $79,084 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $79,084 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (4 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | INVESTMENT INCOME DERIVED FROM ARCHIPELAGO PARTNERS, LP K-1 |
| 4 | INVESTMENT INCOME DERIVED FROM ARCHIPELAGO PARTNERS, LP K-1 |
| 7 | INVESTMENT INCOME DERIVED FROM ARCHIPELAGO PARTNERS, LP K-1 |
| 8 | INVESTMENT INCOME DERIVED FROM ARCHIPELAGO PARTNERS, LP K-1 |
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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | TD AMERITRADE | StockNm |
| EOY Book Value | $49,403 | EOYBookValueAmt |
| EOYFMV | $49,403 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | ARCHIPELAGO PARTNERS, LP | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $563,225 | BookValueAmt |
| EOYFMV | $563,225 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT EXPENSES | Desc |
| Revenue And Expenses Per Books | $29,091 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $29,091 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| ARCHIPELAGO PARTNERS, LP (K-1) - ORDINARY BUSINESS INCOME(LOSS) | -$298 | -$298 | -$298 |
| ARCHIPELAGO PARTNERS, LP (K-1) - OTHER INCOME(LOSS) | -$9,606 | -$9,606 | -$9,606 |
| ARCHIPELAGO PARTNERS, LP (K-1) - CAPITAL GAIN INCOME, NET | $56,708 | $56,708 | $56,708 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED HOLDING GAIN | Desc |
| Amt | $92,706 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES PAID | CategoryTxt |
| Amt | $897 | Amt |
| Net Investment Income | $897 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |