RABE FAMILY FOUNDATION INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- RABE FAMILY FOUNDATION INC (EIN 46-3894725)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-10
- IRS object ID
- 201801309349101555
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-10T12:23:54-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 471019942 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CREATIVE PLANNING TAX LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3400 COLLEGE BLVD | AddressLine1Txt |
| City | LEAWOOD | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66211 | 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 | 463894725 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RABE FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RABE | BusinessNameControlTxt |
| Phone | 9137541368 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 171 OLD FARM ROAD | AddressLine1Txt |
| City | NEWTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02459 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ART RABE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9137541368 | PhoneNum |
| Signature | 2018-04-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BENJAMIN M HAKE CPA | PreparerPersonNm |
| PTIN | P01270403 | PTIN |
| Phone | 9133382727 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,285,819 | 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 | $1,083,712 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $15 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $15 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $52,797 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $52,789 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $243,473 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $935,968 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $243,473 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,379,997 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $296,277 | 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 | $765 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $765 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $20,263 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $20,263 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $7,330 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,494 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $500 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $500 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $28,858 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $22,522 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $500 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $11,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $11,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $40,358 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $22,522 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $12,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,339,639 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $273,755 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $494,604 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $42,320 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $42,320 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,267,795 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,824,338 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,242,885 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $333 | OtherAssetsBOYAmt |
| Other Assets EOY | $614 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $614 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,762,732 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,867,272 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,285,819 | 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 | $1,762,732 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,867,272 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,762,732 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,867,272 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,762,732 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,867,272 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,762,732 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,339,639 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,102,371 | SubtotalAmt |
| Other Decreases | $235,099 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,867,272 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| TD AMERITRADE (DETAIL INFORMATION AVAILABLE ON REQUEST) | D | 2017-01-01 | 2017-12-31 | $202,276 | $171,364 | $30,912 | $30,912 |
| TD AMERITRADE (DETAIL INFORMATION AVAILABLE ON REQUEST) | D | 2016-01-01 | 2017-12-31 | $656,925 | $521,131 | $135,794 | $135,794 |
| CAPITAL GAINS DIVIDENDS | P | $76,767 | $76,767 | $76,767 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $243,473 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $79,662 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $964,733 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.082574 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $150,038 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $328,111 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.457278 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $47,675 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $114,496 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.416390 | DistributionYr3Rt |
| Total Distribution | 0.956242 | TotalDistributionRt |
| Average Distribution | 0.318747 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,616,089 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $833,871 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,738 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $836,609 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $12,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,475 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,475 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,475 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,040 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $4,040 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $3 | EsPenaltyAmt |
| Tax Due | $1,438 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ART RABE | IndividualWithBooksNm |
| Phone | 6179165585 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 171 OLD FARM ROAD | AddressLine1Txt |
| City | NEWTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02459 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ART RABE | ||||||||
| 171 OLD FARM ROAD | NEWTON | MA | 02459 | PRESIDENT & SECRETARY | 1.00 | $0 | $0 | $0 |
| PAULA RABE | ||||||||
| 171 OLD FARM ROAD | NEWTON | MA | 02459 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,610,636 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $45,292 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,655,928 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,655,928 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $39,839 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,616,089 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $130,804 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $130,804 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,475 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,475 | TotalTaxAmt |
| Distributable Before Adj | $125,329 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $125,329 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $125,329 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $12,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $12,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $12,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $125,329 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $43,592 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $135,956 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $35,431 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $214,979 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $12,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $12,000 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $113,329 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $113,329 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $101,650 | 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 | $101,650 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $66,219 | ExcessFromYear2Amt |
| Excess From Year1 | $35,431 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ART RABE | ContributingManagerNm |
| Contributing Manager | PAULA RABE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| PLANNED PARENTHOOD | |||||||
| 1055 COMMONWEALTH AVE | BOSTON | MA | 02215 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $2,500 |
| ANIMAL RESCUE LEAGUE | |||||||
| 10 CHANDLER ST | BOSTON | MA | 02116 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $1,000 |
| EDF ACTION | |||||||
| 1875 CONNECTICUT AVE NW SUITE 600 | WASHINGTON | DC | 20009 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $2,500 |
| THE MARFAN FOUNDATION | |||||||
| 22 MANHASSET AVE | PORT WASHINGTONN | NY | 11050 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $500 |
| THE WALKER HOME AND SCHOOL | |||||||
| 1968 CENTRAL AVE | NEEDHAM | MA | 02492 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $11,500 | 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 | $15 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $52,797 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $243,473 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $296,285 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $296,285 | 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 (46 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| ART & PAULA RABE | |||||||
| 1 | 171 OLD FARM ROAD | NEWTON | MA | 02459 | $1,970 | Yes (X) | |
| ART & PAULA RABE | |||||||
| 2 | 172 OLD FARM ROAD | NEWTON | MA | 02459 | $9,639 | Yes (X) | |
| ART & PAULA RABE | |||||||
| 3 | 173 OLD FARM ROAD | NEWTON | MA | 02459 | $19,265 | Yes (X) | |
| ART & PAULA RABE | |||||||
| 4 | 174 OLD FARM ROAD | NEWTON | MA | 02459 | $17,025 | Yes (X) | |
| ART & PAULA RABE | |||||||
| 5 | 175 OLD FARM ROAD | NEWTON | MA | 02459 | $36,743 | Yes (X) | |
| ART & PAULA RABE | |||||||
| 6 | 176 OLD FARM ROAD | NEWTON | MA | 02459 | $15,655 | Yes (X) | |
| ART & PAULA RABE | |||||||
| 7 | 177 OLD FARM ROAD | NEWTON | MA | 02459 | $11,839 | Yes (X) | |
| ART & PAULA RABE | |||||||
| 8 | 178 OLD FARM ROAD | NEWTON | MA | 02459 | $113,544 | Yes (X) | |
| ART & PAULA RABE | |||||||
| 9 | 179 OLD FARM ROAD | NEWTON | MA | 02459 | $30,477 | Yes (X) | |
| ART & PAULA RABE | |||||||
| 10 | 180 OLD FARM ROAD | NEWTON | MA | 02459 | $3,564 | Yes (X) | |
| ART & PAULA RABE | |||||||
| 11 | 181 OLD FARM ROAD | NEWTON | MA | 02459 | $12,306 | Yes (X) | |
| ART & PAULA RABE | |||||||
| 12 | 182 OLD FARM ROAD | NEWTON | MA | 02459 | $13,307 | Yes (X) | |
| ART & PAULA RABE | |||||||
| 13 | 183 OLD FARM ROAD | NEWTON | MA | 02459 | $26,023 | Yes (X) | |
| ART & PAULA RABE | |||||||
| 14 | 184 OLD FARM ROAD | NEWTON | MA | 02459 | $11,245 | Yes (X) | |
| ART & PAULA RABE | |||||||
| 15 | 185 OLD FARM ROAD | NEWTON | MA | 02459 | $62,149 | Yes (X) | |
| ART & PAULA RABE | |||||||
| 16 | 186 OLD FARM ROAD | NEWTON | MA | 02459 | $8,304 | Yes (X) | |
| ART & PAULA RABE | |||||||
| 17 | 187 OLD FARM ROAD | NEWTON | MA | 02459 | $1,474 | Yes (X) | |
| ART & PAULA RABE | |||||||
| 18 | 188 OLD FARM ROAD | NEWTON | MA | 02459 | $2,052 | Yes (X) | |
| ART & PAULA RABE | |||||||
| 19 | 189 OLD FARM ROAD | NEWTON | MA | 02459 | $9,666 | Yes (X) | |
| ART & PAULA RABE | |||||||
| 20 | 190 OLD FARM ROAD | NEWTON | MA | 02459 | $12,296 | Yes (X) | |
| ART & PAULA RABE | |||||||
| 21 | 191 OLD FARM ROAD | NEWTON | MA | 02459 | $11,066 | Yes (X) | |
| ART & PAULA RABE | |||||||
| 22 | 192 OLD FARM ROAD | NEWTON | MA | 02459 | $9,695 | Yes (X) | |
| ART & PAULA RABE | |||||||
| 23 | 193 OLD FARM ROAD | NEWTON | MA | 02459 | $17,594 | Yes (X) | |
| ART & PAULA RABE | |||||||
| 24 | 194 OLD FARM ROAD | NEWTON | MA | 02459 | $15,717 | Yes (X) | |
| ART & PAULA RABE | |||||||
| 25 | 195 OLD FARM ROAD | NEWTON | MA | 02459 | $53,312 | Yes (X) | |
| ART & PAULA RABE | |||||||
| 26 | 196 OLD FARM ROAD | NEWTON | MA | 02459 | $21,755 | Yes (X) | |
| ART & PAULA RABE | |||||||
| 27 | 197 OLD FARM ROAD | NEWTON | MA | 02459 | $13,006 | Yes (X) | |
| ART & PAULA RABE | |||||||
| 28 | 198 OLD FARM ROAD | NEWTON | MA | 02459 | $84,175 | Yes (X) | |
| ART & PAULA RABE | |||||||
| 29 | 199 OLD FARM ROAD | NEWTON | MA | 02459 | $30,761 | Yes (X) | |
| ART & PAULA RABE | |||||||
| 30 | 200 OLD FARM ROAD | NEWTON | MA | 02459 | $12,768 | Yes (X) | |
| ART & PAULA RABE | |||||||
| 31 | 200 OLD FARM ROAD | NEWTON | MA | 02459 | $3,634 | Yes (X) | |
| ART & PAULA RABE | |||||||
| 32 | 200 OLD FARM ROAD | NEWTON | MA | 02459 | $11,917 | Yes (X) | |
| ART & PAULA RABE | |||||||
| 33 | 200 OLD FARM ROAD | NEWTON | MA | 02459 | $15,091 | Yes (X) | |
| ART & PAULA RABE | |||||||
| 34 | 200 OLD FARM ROAD | NEWTON | MA | 02459 | $14,004 | Yes (X) | |
| ART & PAULA RABE | |||||||
| 35 | 200 OLD FARM ROAD | NEWTON | MA | 02459 | $78,883 | Yes (X) | |
| ART & PAULA RABE | |||||||
| 36 | 200 OLD FARM ROAD | NEWTON | MA | 02459 | $7,798 | Yes (X) | |
| ART & PAULA RABE | |||||||
| 37 | 200 OLD FARM ROAD | NEWTON | MA | 02459 | $1,582 | Yes (X) | |
| ART & PAULA RABE | |||||||
| 38 | 200 OLD FARM ROAD | NEWTON | MA | 02459 | $13,726 | Yes (X) | |
| ART & PAULA RABE | |||||||
| 39 | 200 OLD FARM ROAD | NEWTON | MA | 02459 | $20,684 | Yes (X) | |
| ART & PAULA RABE | |||||||
| 40 | 200 OLD FARM ROAD | NEWTON | MA | 02459 | $80,575 | Yes (X) | |
| ART & PAULA RABE | |||||||
| 41 | 200 OLD FARM ROAD | NEWTON | MA | 02459 | $79,585 | Yes (X) | |
| ART & PAULA RABE | |||||||
| 42 | 200 OLD FARM ROAD | NEWTON | MA | 02459 | $51,014 | Yes (X) | |
| ART & PAULA RABE | |||||||
| 43 | 200 OLD FARM ROAD | NEWTON | MA | 02459 | $14,212 | Yes (X) | |
| ART & PAULA RABE | |||||||
| 44 | 200 OLD FARM ROAD | NEWTON | MA | 02459 | $506 | Yes (X) | |
| ART & PAULA RABE | |||||||
| 45 | 200 OLD FARM ROAD | NEWTON | MA | 02459 | $1,344 | Yes (X) | |
| ART & PAULA RABE | |||||||
| 46 | 200 OLD FARM ROAD | NEWTON | MA | 02459 | $765 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (45 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 31 SHARES OF BPL | $1,970 | 2017-01-17 |
| 2 | 60 SHARES OF BRK.B | $9,639 | 2017-01-17 |
| 3 | 950 SHARES OF DFSCX | $19,265 | 2017-01-17 |
| 4 | 460 SHARES OF DFSVX | $17,025 | 2017-01-17 |
| 5 | 1,030 SHARES OF IEMG | $36,743 | 2017-01-17 |
| 6 | 125 SHARES OF IJH | $15,655 | 2017-01-17 |
| 7 | 52 SHARES OF IVV | $11,839 | 2017-01-17 |
| 8 | 900 SHARES OF IWB | $113,544 | 2017-01-17 |
| 9 | 100 SHARES OF MDY | $30,477 | 2017-01-17 |
| 10 | 245 SHARES OF PGX | $3,564 | 2017-01-17 |
| 11 | 300 SHARES OF SCHH | $12,306 | 2017-01-17 |
| 12 | 260 SHARES OF SCZ | $13,307 | 2017-01-17 |
| 13 | 115 SHARES OF SPY | $26,023 | 2017-01-17 |
| 14 | 150 SHARES OF VDE | $11,245 | 2017-01-17 |
| 15 | 1,900 SHARES OF VEA | $62,149 | 2017-01-17 |
| 16 | 100 SHARES OF VNQ | $8,304 | 2017-01-17 |
| 17 | 12 SHARES OF VO | $1,474 | 2017-01-17 |
| 18 | 32 SHARES BPL | $2,052 | 2017-07-12 |
| 19 | 57 SHARES OF BRK.B | $9,666 | 2017-07-12 |
| 20 | 559.18 SHARES OF DEMSX | $12,296 | 2017-07-12 |
| 21 | 552.492 SHARES OF DFISX | $11,066 | 2017-07-12 |
| 22 | 1,974.55 SHARES OF DFITX | $9,695 | 2017-07-12 |
| 23 | 828.74 SHARES OF DFSCX | $17,594 | 2017-07-12 |
| 24 | 428.143 SHARES OF DFSVX | $15,717 | 2017-07-12 |
| 25 | 1,038 SHARES OF IEMG | $53,312 | 2017-07-12 |
| 26 | 124 SHARES OF IJH | $21,755 | 2017-07-12 |
| 27 | 53 SHARES OF IVV | $13,006 | 2017-07-12 |
| 28 | 622 SHARES OF IWB | $84,175 | 2017-07-12 |
| 29 | 96 SHARES OF MDY | $30,761 | 2017-07-12 |
| 30 | 116 SHARES OF MUB | $12,768 | 2017-07-12 |
| 31 | 240 SHARES OF PGX | $3,634 | 2017-07-12 |
| 32 | 294 SHARES OF SCHH | $11,917 | 2017-07-12 |
| 33 | 261 SHARES OF SCZ | $15,091 | 2017-07-12 |
| 34 | 158 SHARES OF VDE | $14,004 | 2017-07-12 |
| 35 | 1,896 SHARES OF VEA | $78,883 | 2017-07-12 |
| 36 | 95 SHARES OF VNQ | $7,798 | 2017-07-12 |
| 37 | 11 SHARES OF VO | $1,582 | 2017-07-12 |
| 38 | 1,217.94 SHARES OF VWALX | $13,726 | 2017-07-12 |
| 39 | 104 SHARES OF BRK.B | $20,684 | 2017-12-21 |
| 40 | 424 SHARES OF IJH | $80,575 | 2017-12-21 |
| 41 | 534 SHARES OF IWB | $79,585 | 2017-12-21 |
| 42 | 1,132 SHARES OF VWO | $51,014 | 2017-12-21 |
| 43 | 608.923 SHARES OF DEMSX | $14,212 | 2017-12-22 |
| 44 | 24.229 SHARES OF DFISX | $506 | 2017-12-22 |
| 45 | 262.495 SHARES OF DFITX | $1,344 | 2017-12-22 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $765 | Amt |
| Net Investment Income | $765 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (20 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FIRST TRUST NASDAQ CLEAN EDGE GRN ENERGY | $65,935 | $87,310 |
| ISHARES MSCI KLD 400 SOC IDX FD | $151,679 | $183,316 |
| ISHARES MSCI USA ESG SELECT ETF | $151,775 | $184,820 |
| ARIEL GROWTH FD | $406,361 | $407,146 |
| DFA EMERGING MARKETS SOCIAL CORE PTF | $233,806 | $308,047 |
| DOMINI FDS IMPACT INTL EQUITY INV | $479,414 | $575,099 |
| PARNASSUS CORE EQUITY INVESTOR | $462,652 | $493,179 |
| PARNASSUS FIXED INCOME PORT | $144,998 | $142,806 |
| PAX FUNDS HIGH YLD BD | $71,429 | $72,975 |
| PAX FUNDS SMALL CAP | $91,434 | $102,014 |
| PIMCO TOTAL RETURN FD | $210,035 | $210,608 |
| STEARD SMALL-MID CP ENHANCED INDX IND | $156,267 | $167,679 |
| ISHARES CORE S&P MID-CAP ETF | $50,752 | $80,467 |
| ISHARES RUSSELL 1000 ETF | $48,904 | $79,358 |
| ISHARES MSCI EMERGING MARKETS | $38,543 | $59,062 |
| VANGUARD EMERGING MARKETS ETF | $33,416 | $51,970 |
| DFA INTL REAL ESTATE SEC PTF | $1,210 | $1,365 |
| DFA EMERGING MARKETS SMALL CAP PTF | $13,415 | $14,535 |
| DFA INTEL SML PTFL | $424 | $515 |
| BERKSHIRE HATHAWAY INC | $11,889 | $20,614 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIVIDENDS RECEIVABLE | Desc |
| BOY Book Value | $333 | BOYBookValueAmt |
| EOY Book Value | $614 | EOYBookValueAmt |
| EOYFMV | $614 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON DONATED SECURITIES | Desc |
| Amt | $235,099 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MA ANNUAL REPORT FEE | Desc |
| Revenue And Expenses Per Books | $500 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $500 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEE | CategoryTxt |
| Amt | $20,263 | Amt |
| Net Investment Income | $20,263 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $1,494 | $1,494 | $0 |
| FEDERAL TAXES | $5,836 | $0 | $0 |